IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,915 shares; 2024Q4: 24,078 shares; 2025Q1: 24,145 shares; 2025Q2: 15,668 shares; 2025Q3: 17,123 shares; 2025Q4: 18,950 shares; 2026Q1: 99,077 shares; 2026Q2: 79,120 shares 79,120 $59.3M 3.55% -19,957 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: 33,293 shares; 2024Q4: 34,980 shares; 2025Q1: 35,661 shares; 2025Q2: 36,765 shares; 2025Q3: 65,268 shares; 2025Q4: 84,156 shares; 2026Q1: 214,976 shares; 2026Q2: 127,474 shares 127,474 $36.9M 2.21% -87,502 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: 36,743 shares; 2024Q4: 165,335 shares; 2025Q1: 183,736 shares; 2025Q2: 204,293 shares; 2025Q3: 272,043 shares; 2025Q4: 284,720 shares; 2026Q1: 695,533 shares; 2026Q2: 415,184 shares 415,184 $36.5M 2.19% -280,349 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: 25,246 shares; 2024Q4: 26,963 shares; 2025Q1: 29,540 shares; 2025Q2: 38,307 shares; 2025Q3: 48,371 shares; 2025Q4: 70,860 shares; 2026Q1: 219,824 shares; 2026Q2: 120,858 shares 120,858 $24.2M 1.45% -98,966 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: 3,361 shares; 2024Q4: 8,288 shares; 2025Q1: 8,991 shares; 2025Q2: 11,248 shares; 2025Q3: 11,904 shares; 2025Q4: 12,296 shares; 2026Q1: 63,175 shares; 2026Q2: 245,744 shares 245,744 $21.6M 1.3% +182,569 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: 32,722 shares; 2024Q4: 32,493 shares; 2025Q1: 32,099 shares; 2025Q2: 29,547 shares; 2025Q3: 28,530 shares; 2025Q4: 28,133 shares; 2026Q1: 54,971 shares; 2026Q2: 28,610 shares 28,610 $21.4M 1.28% -26,361 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: 5,691 shares; 2024Q4: 6,506 shares; 2025Q1: 6,456 shares; 2025Q2: 5,577 shares; 2025Q3: 7,796 shares; 2025Q4: 9,304 shares; 2026Q1: 26,638 shares; 2026Q2: 159,922 shares 159,922 $21.3M 1.28% +133,284 Timeline EEMA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,820 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 168,883 shares; 2026Q1: 343,115 shares; 2026Q2: 169,684 shares 169,684 $19.8M 1.19% -173,431 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 136,376 shares; 2024Q4: 93,068 shares; 2025Q1: 97,623 shares; 2025Q2: 109,233 shares; 2025Q3: 115,867 shares; 2025Q4: 117,913 shares; 2026Q1: 272,522 shares; 2026Q2: 145,032 shares 145,032 $18.6M 1.11% -127,490 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 116,530 shares; 2024Q4: 130,846 shares; 2025Q1: 148,349 shares; 2025Q2: 152,530 shares; 2025Q3: 151,448 shares; 2025Q4: 157,261 shares; 2026Q1: 495,031 shares; 2026Q2: 357,713 shares 357,713 $16.5M 0.99% -137,318 Timeline SPTM 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: 5,454 shares; 2024Q4: 4,803 shares; 2025Q1: 4,164 shares; 2025Q2: 45,102 shares; 2025Q3: 135,812 shares; 2025Q4: 152,980 shares; 2026Q1: 326,097 shares; 2026Q2: 176,685 shares 176,685 $16M 0.96% -149,412 Timeline SPAB 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: 235,386 shares; 2024Q4: 274,238 shares; 2025Q1: 284,007 shares; 2025Q2: 309,269 shares; 2025Q3: 387,189 shares; 2025Q4: 476,536 shares; 2026Q1: 1,107,920 shares; 2026Q2: 623,869 shares 623,869 $15.9M 0.96% -484,051 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: 13,868 shares; 2024Q4: 14,736 shares; 2025Q1: 15,351 shares; 2025Q2: 16,262 shares; 2025Q3: 16,819 shares; 2025Q4: 19,067 shares; 2026Q1: 60,917 shares; 2026Q2: 40,443 shares 40,443 $15.1M 0.9% -20,474 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 115,847 shares; 2025Q4: 113,927 shares; 2026Q1: 238,998 shares; 2026Q2: 163,254 shares 163,254 $15M 0.9% -75,744 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 217,330 shares; 2025Q2: 225,902 shares; 2025Q3: 452,912 shares; 2025Q4: 514,984 shares; 2026Q1: 1,038,649 shares; 2026Q2: 558,957 shares 558,957 $14.8M 0.89% -479,692 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: 20,213 shares; 2024Q4: 21,257 shares; 2025Q1: 24,808 shares; 2025Q2: 29,721 shares; 2025Q3: 30,872 shares; 2025Q4: 33,346 shares; 2026Q1: 101,990 shares; 2026Q2: 60,778 shares 60,778 $14.5M 0.87% -41,212 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,724 shares; 2024Q4: 58,956 shares; 2025Q1: 66,123 shares; 2025Q2: 82,426 shares; 2025Q3: 88,548 shares; 2025Q4: 91,598 shares; 2026Q1: 215,708 shares; 2026Q2: 115,160 shares 115,160 $14.4M 0.86% -100,548 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,953 shares; 2024Q4: 23,483 shares; 2025Q1: 73,486 shares; 2025Q2: 107,722 shares; 2025Q3: 101,662 shares; 2025Q4: 89,073 shares; 2026Q1: 341,149 shares; 2026Q2: 169,939 shares 169,939 $14.1M 0.84% -171,210 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 160,918 shares; 2026Q2: 175,770 shares 175,770 $14.1M 0.84% +14,852 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,032 shares; 2024Q4: 47,977 shares; 2025Q1: 50,214 shares; 2025Q2: 51,917 shares; 2025Q3: 54,026 shares; 2025Q4: 57,305 shares; 2026Q1: 174,730 shares; 2026Q2: 100,301 shares 100,301 $13.8M 0.83% -74,429 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: 14,016 shares; 2024Q4: 14,530 shares; 2025Q1: 14,762 shares; 2025Q2: 16,513 shares; 2025Q3: 23,383 shares; 2025Q4: 28,838 shares; 2026Q1: 69,983 shares; 2026Q2: 36,889 shares 36,889 $13.7M 0.82% -33,094 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: 10,615 shares; 2024Q4: 10,872 shares; 2025Q1: 12,249 shares; 2025Q2: 12,242 shares; 2025Q3: 12,378 shares; 2025Q4: 19,126 shares; 2026Q1: 69,027 shares; 2026Q2: 37,451 shares 37,451 $13.4M 0.8% -31,576 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 80,939 shares; 2026Q2: 76,465 shares 76,465 $12.5M 0.75% -4,474 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,105 shares; 2024Q4: 72,814 shares; 2025Q1: 77,450 shares; 2025Q2: 82,653 shares; 2025Q3: 96,247 shares; 2025Q4: 112,315 shares; 2026Q1: 315,300 shares; 2026Q2: 181,023 shares 181,023 $12.3M 0.74% -134,277 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: 102,118 shares; 2024Q4: 89,375 shares; 2025Q1: 94,896 shares; 2025Q2: 105,604 shares; 2025Q3: 116,950 shares; 2025Q4: 133,235 shares; 2026Q1: 366,709 shares; 2026Q2: 199,142 shares 199,142 $12.1M 0.73% -167,567 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: 8,751 shares; 2024Q4: 8,788 shares; 2025Q1: 8,613 shares; 2025Q2: 7,929 shares; 2025Q3: 11,002 shares; 2025Q4: 11,566 shares; 2026Q1: 122,539 shares; 2026Q2: 76,345 shares 76,345 $12.1M 0.72% -46,194 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: 1,918 shares; 2024Q4: 2,098 shares; 2025Q1: 1,420 shares; 2025Q2: 1,305 shares; 2025Q3: 3,017 shares; 2025Q4: 3,334 shares; 2026Q1: 17,085 shares; 2026Q2: 16,746 shares 16,746 $11.5M 0.69% -339 Timeline FTSM 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: 24,647 shares; 2024Q4: 21,549 shares; 2025Q1: 26,188 shares; 2025Q2: 28,327 shares; 2025Q3: 149,345 shares; 2025Q4: 153,404 shares; 2026Q1: 360,020 shares; 2026Q2: 184,253 shares 184,253 $11M 0.66% -175,767 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: 72,164 shares; 2024Q4: 53,943 shares; 2025Q1: 60,256 shares; 2025Q2: 103,766 shares; 2025Q3: 114,021 shares; 2025Q4: 129,947 shares; 2026Q1: 249,140 shares; 2026Q2: 133,659 shares 133,659 $10.8M 0.65% -115,481 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: 10,233 shares; 2024Q4: 11,178 shares; 2025Q1: 16,629 shares; 2025Q2: 20,422 shares; 2025Q3: 22,818 shares; 2025Q4: 37,693 shares; 2026Q1: 98,088 shares; 2026Q2: 45,935 shares 45,935 $10.4M 0.63% -52,153 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,255 shares; 2025Q3: 73,183 shares; 2025Q4: 81,770 shares; 2026Q1: 388,529 shares; 2026Q2: 197,056 shares 197,056 $10.4M 0.62% -191,473 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: 15,704 shares; 2024Q4: 19,120 shares; 2025Q1: 98,842 shares; 2025Q2: 106,698 shares; 2025Q3: 125,633 shares; 2025Q4: 136,527 shares; 2026Q1: 324,790 shares; 2026Q2: 198,472 shares 198,472 $10.4M 0.62% -126,318 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 156,843 shares; 2024Q4: 177,734 shares; 2025Q1: 176,164 shares; 2025Q2: 173,795 shares; 2025Q3: 179,344 shares; 2025Q4: 212,563 shares; 2026Q1: 452,776 shares; 2026Q2: 204,631 shares 204,631 $9.86M 0.59% -248,145 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,181 shares; 2024Q4: 15,953 shares; 2025Q1: 19,322 shares; 2025Q2: 24,810 shares; 2025Q3: 33,732 shares; 2025Q4: 64,625 shares; 2026Q1: 350,388 shares; 2026Q2: 259,076 shares 259,076 $9.83M 0.59% -91,312 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 128,414 shares; 2024Q4: 83,874 shares; 2025Q1: 85,494 shares; 2025Q2: 91,216 shares; 2025Q3: 95,233 shares; 2025Q4: 96,391 shares; 2026Q1: 210,314 shares; 2026Q2: 109,637 shares 109,637 $9.78M 0.59% -100,677 Timeline BBIN 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: 5,591 shares; 2024Q4: 74,254 shares; 2025Q1: 81,943 shares; 2025Q2: 89,890 shares; 2025Q3: 90,703 shares; 2025Q4: 94,709 shares; 2026Q1: 225,948 shares; 2026Q2: 124,747 shares 124,747 $9.74M 0.58% -101,201 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 99,180 shares; 2024Q4: 95,975 shares; 2025Q1: 117,185 shares; 2025Q2: 109,837 shares; 2025Q3: 107,273 shares; 2025Q4: 84,867 shares; 2026Q1: 169,052 shares; 2026Q2: 102,941 shares 102,941 $9.67M 0.58% -66,111 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,283 shares; 2024Q4: 10,534 shares; 2025Q1: 8,912 shares; 2025Q2: not reported; 2025Q3: 232,693 shares; 2025Q4: 311,137 shares; 2026Q1: 690,142 shares; 2026Q2: 362,821 shares 362,821 $9.03M 0.54% -327,321 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,263 shares; 2024Q4: 28,424 shares; 2025Q1: 29,194 shares; 2025Q2: 30,700 shares; 2025Q3: 24,881 shares; 2025Q4: 27,392 shares; 2026Q1: 69,262 shares; 2026Q2: 40,513 shares 40,513 $8.83M 0.53% -28,749 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: 88,948 shares; 2024Q4: 88,565 shares; 2025Q1: 183,650 shares; 2025Q2: 183,701 shares; 2025Q3: 195,241 shares; 2025Q4: 218,784 shares; 2026Q1: 437,526 shares; 2026Q2: 238,294 shares 238,294 $8.7M 0.52% -199,232 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,171 shares; 2026Q1: 50,797 shares; 2026Q2: 28,604 shares 28,604 $8.67M 0.52% -22,193 Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 79,315 shares; 2025Q4: 79,729 shares; 2026Q1: 176,020 shares; 2026Q2: 90,411 shares 90,411 $8.64M 0.52% -85,609 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,035 shares; 2024Q4: 27,242 shares; 2025Q1: 75,240 shares; 2025Q2: 72,223 shares; 2025Q3: 72,750 shares; 2025Q4: 90,259 shares; 2026Q1: 177,509 shares; 2026Q2: 89,344 shares 89,344 $8.54M 0.51% -88,165 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: 24,235 shares; 2024Q4: 23,444 shares; 2025Q1: 25,814 shares; 2025Q2: 53,616 shares; 2025Q3: 55,817 shares; 2025Q4: 57,999 shares; 2026Q1: 132,366 shares; 2026Q2: 71,776 shares 71,776 $8.54M 0.51% -60,590 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,197 shares; 2025Q2: 22,834 shares; 2025Q3: 48,087 shares; 2025Q4: 69,985 shares; 2026Q1: 356,920 shares; 2026Q2: 232,465 shares 232,465 $8.19M 0.49% -124,455 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,813 shares; 2024Q4: 2,306 shares; 2025Q1: 2,701 shares; 2025Q2: 2,755 shares; 2025Q3: 15,942 shares; 2025Q4: 17,053 shares; 2026Q1: 24,090 shares; 2026Q2: 93,833 shares 93,833 $8.08M 0.48% +69,743 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,363 shares; 2024Q4: 14,142 shares; 2025Q1: 21,888 shares; 2025Q2: 26,993 shares; 2025Q3: 35,938 shares; 2025Q4: 108,379 shares; 2026Q1: 296,837 shares; 2026Q2: 162,572 shares 162,572 $8.01M 0.48% -134,265 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,600 shares; 2024Q4: 55,553 shares; 2025Q1: 58,588 shares; 2025Q2: 65,829 shares; 2025Q3: 69,179 shares; 2025Q4: 70,025 shares; 2026Q1: 160,483 shares; 2026Q2: 82,450 shares 82,450 $7.96M 0.48% -78,033 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,874 shares; 2024Q4: 15,523 shares; 2025Q1: 14,125 shares; 2025Q2: 89,258 shares; 2025Q3: 118,274 shares; 2025Q4: 149,353 shares; 2026Q1: 250,786 shares; 2026Q2: 156,933 shares 156,933 $7.91M 0.47% -93,853 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: not reported; 2024Q4: not reported; 2025Q1: 23,778 shares; 2025Q2: 23,596 shares; 2025Q3: 108,446 shares; 2025Q4: 107,753 shares; 2026Q1: 214,630 shares; 2026Q2: 103,673 shares 103,673 $7.87M 0.47% -110,957 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,076 shares; 2024Q4: 4,032 shares; 2025Q1: 4,901 shares; 2025Q2: 6,212 shares; 2025Q3: 8,637 shares; 2025Q4: 15,789 shares; 2026Q1: 75,902 shares; 2026Q2: 49,900 shares 49,900 $7.83M 0.47% -26,002 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: 7,211 shares; 2024Q4: 7,359 shares; 2025Q1: 8,016 shares; 2025Q2: 7,418 shares; 2025Q3: 15,890 shares; 2025Q4: 17,465 shares; 2026Q1: 19,046 shares; 2026Q2: 10,554 shares 10,554 $7.77M 0.47% -8,492 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 73,827 shares; 2026Q2: 80,643 shares 80,643 $7.77M 0.47% +6,816 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: 2,038 shares; 2024Q4: 2,262 shares; 2025Q1: 2,950 shares; 2025Q2: 3,888 shares; 2025Q3: 4,151 shares; 2025Q4: 5,493 shares; 2026Q1: 30,473 shares; 2026Q2: 20,530 shares 20,530 $7.76M 0.47% -9,943 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,452 shares; 2025Q1: 5,933 shares; 2025Q2: 7,456 shares; 2025Q3: 7,950 shares; 2025Q4: 13,127 shares; 2026Q1: 43,168 shares; 2026Q2: 22,613 shares 22,613 $7.75M 0.47% -20,555 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,551 shares; 2024Q4: 14,801 shares; 2025Q1: 106,766 shares; 2025Q2: 117,647 shares; 2025Q3: 137,953 shares; 2025Q4: 146,948 shares; 2026Q1: 351,046 shares; 2026Q2: 179,511 shares 179,511 $7.74M 0.46% -171,535 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: 4,439 shares; 2024Q4: 5,932 shares; 2025Q1: 6,432 shares; 2025Q2: 7,242 shares; 2025Q3: 7,736 shares; 2025Q4: 8,600 shares; 2026Q1: 47,955 shares; 2026Q2: 80,979 shares 80,979 $7.73M 0.46% +33,024 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: 4,021 shares; 2024Q4: 4,211 shares; 2025Q1: 4,145 shares; 2025Q2: 4,714 shares; 2025Q3: 5,194 shares; 2025Q4: 5,977 shares; 2026Q1: 20,362 shares; 2026Q2: 13,525 shares 13,525 $7.62M 0.46% -6,837 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 899 shares; 2025Q4: 1,241 shares; 2026Q1: 41,268 shares; 2026Q2: 93,854 shares 93,854 $7.56M 0.45% +52,586 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: 17,794 shares; 2024Q4: 10,271 shares; 2025Q1: 24,756 shares; 2025Q2: 17,572 shares; 2025Q3: 21,792 shares; 2025Q4: 25,633 shares; 2026Q1: 551,459 shares; 2026Q2: 329,833 shares 329,833 $7.51M 0.45% -221,626 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 83,656 shares; 2026Q1: 239,812 shares; 2026Q2: 148,546 shares 148,546 $7.51M 0.45% -91,266 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,905 shares; 2024Q4: 31,690 shares; 2025Q1: 32,830 shares; 2025Q2: 32,544 shares; 2025Q3: 37,517 shares; 2025Q4: 40,398 shares; 2026Q1: 64,713 shares; 2026Q2: 34,581 shares 34,581 $7.36M 0.44% -30,132 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,349 shares; 2024Q4: 37,971 shares; 2025Q1: 47,893 shares; 2025Q2: 45,409 shares; 2025Q3: 48,637 shares; 2025Q4: 50,669 shares; 2026Q1: 113,434 shares; 2026Q2: 63,406 shares 63,406 $7.28M 0.44% -50,028 Timeline FTCB 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: 149,573 shares; 2025Q3: 149,630 shares; 2025Q4: 172,841 shares; 2026Q1: 458,485 shares; 2026Q2: 344,495 shares 344,495 $7.18M 0.43% -113,990 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: 37,297 shares; 2024Q4: 37,657 shares; 2025Q1: 37,912 shares; 2025Q2: 36,259 shares; 2025Q3: 36,520 shares; 2025Q4: 35,588 shares; 2026Q1: 94,359 shares; 2026Q2: 47,766 shares 47,766 $7.08M 0.42% -46,593 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,693 shares; 2025Q1: 16,799 shares; 2025Q2: 18,880 shares; 2025Q3: 29,892 shares; 2025Q4: 50,480 shares; 2026Q1: 250,084 shares; 2026Q2: 161,943 shares 161,943 $6.86M 0.41% -88,141 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,935 shares; 2024Q4: 12,903 shares; 2025Q1: 17,291 shares; 2025Q2: 25,959 shares; 2025Q3: 38,032 shares; 2025Q4: 54,334 shares; 2026Q1: 270,074 shares; 2026Q2: 182,567 shares 182,567 $6.85M 0.41% -87,507 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,770 shares; 2024Q4: 14,861 shares; 2025Q1: 19,838 shares; 2025Q2: 20,941 shares; 2025Q3: 43,912 shares; 2025Q4: 60,581 shares; 2026Q1: 248,913 shares; 2026Q2: 142,181 shares 142,181 $6.71M 0.4% -106,732 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: 5,090 shares; 2024Q4: 5,003 shares; 2025Q1: 5,333 shares; 2025Q2: 5,618 shares; 2025Q3: 6,440 shares; 2025Q4: 6,689 shares; 2026Q1: 25,743 shares; 2026Q2: 19,528 shares 19,528 $6.39M 0.38% -6,215 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,855 shares; 2024Q4: 30,059 shares; 2025Q1: 17,082 shares; 2025Q2: 18,249 shares; 2025Q3: 3,215 shares; 2025Q4: not reported; 2026Q1: 84,506 shares; 2026Q2: 49,853 shares 49,853 $6.2M 0.37% -34,653 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,806 shares; 2024Q4: 3,662 shares; 2025Q1: 3,779 shares; 2025Q2: 4,173 shares; 2025Q3: 4,719 shares; 2025Q4: 4,612 shares; 2026Q1: 10,852 shares; 2026Q2: 5,799 shares 5,799 $6.18M 0.37% -5,053 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,594 shares; 2024Q4: 37,434 shares; 2025Q1: 40,519 shares; 2025Q2: 39,060 shares; 2025Q3: 44,237 shares; 2025Q4: 48,774 shares; 2026Q1: 135,702 shares; 2026Q2: 70,976 shares 70,976 $6.07M 0.36% -64,726 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,407 shares; 2024Q4: 19,346 shares; 2025Q1: 21,753 shares; 2025Q2: 21,187 shares; 2025Q3: 24,655 shares; 2025Q4: 30,413 shares; 2026Q1: 181,730 shares; 2026Q2: 122,454 shares 122,454 $5.93M 0.36% -59,276 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,201 shares; 2024Q4: 82,384 shares; 2025Q1: 89,765 shares; 2025Q2: 95,798 shares; 2025Q3: 107,500 shares; 2025Q4: 114,081 shares; 2026Q1: 307,408 shares; 2026Q2: 175,696 shares 175,696 $5.88M 0.35% -131,712 Timeline CVIE MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 43,605 shares; 2025Q3: 56,986 shares; 2025Q4: 58,494 shares; 2026Q1: 126,892 shares; 2026Q2: 68,233 shares 68,233 $5.8M 0.35% -58,659 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,416 shares; 2025Q1: 14,745 shares; 2025Q2: 22,482 shares; 2025Q3: 38,684 shares; 2025Q4: 56,748 shares; 2026Q1: 331,940 shares; 2026Q2: 206,345 shares 206,345 $5.64M 0.34% -125,595 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: 9,292 shares; 2024Q4: 10,345 shares; 2025Q1: 9,819 shares; 2025Q2: 10,712 shares; 2025Q3: 10,561 shares; 2025Q4: 20,720 shares; 2026Q1: 45,838 shares; 2026Q2: 23,646 shares 23,646 $5.6M 0.34% -22,192 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50,357 shares; 2026Q2: 55,380 shares 55,380 $5.58M 0.33% +5,023 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: 1,669 shares; 2024Q4: 2,821 shares; 2025Q1: 2,816 shares; 2025Q2: 3,927 shares; 2025Q3: 4,195 shares; 2025Q4: 4,214 shares; 2026Q1: 19,107 shares; 2026Q2: 11,076 shares 11,076 $5.54M 0.33% -8,031 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,296 shares; 2024Q4: 20,637 shares; 2025Q1: 28,329 shares; 2025Q2: 27,702 shares; 2025Q3: 29,668 shares; 2025Q4: 45,709 shares; 2026Q1: 211,699 shares; 2026Q2: 124,032 shares 124,032 $5.52M 0.33% -87,667 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,321 shares; 2024Q4: 3,604 shares; 2025Q1: 3,524 shares; 2025Q2: 3,545 shares; 2025Q3: 3,919 shares; 2025Q4: 4,348 shares; 2026Q1: 37,588 shares; 2026Q2: 18,192 shares 18,192 $5.51M 0.33% -19,396 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,812 shares; 2024Q4: 49,087 shares; 2025Q1: 48,969 shares; 2025Q2: 50,930 shares; 2025Q3: 61,932 shares; 2025Q4: 50,068 shares; 2026Q1: 107,296 shares; 2026Q2: 56,096 shares 56,096 $5.41M 0.32% -51,200 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: 1,782 shares; 2024Q4: 1,842 shares; 2025Q1: 3,860 shares; 2025Q2: 15,695 shares; 2025Q3: 10,236 shares; 2025Q4: 29,935 shares; 2026Q1: 54,552 shares; 2026Q2: 28,318 shares 28,318 $5.4M 0.32% -26,234 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,387 shares; 2024Q4: 5,079 shares; 2025Q1: 5,073 shares; 2025Q2: 4,831 shares; 2025Q3: 5,170 shares; 2025Q4: 9,763 shares; 2026Q1: 83,885 shares; 2026Q2: 55,676 shares 55,676 $5.38M 0.32% -28,209 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: 1,740 shares; 2024Q4: 1,516 shares; 2025Q1: 1,585 shares; 2025Q2: 2,349 shares; 2025Q3: 2,362 shares; 2025Q4: 7,897 shares; 2026Q1: 36,184 shares; 2026Q2: 14,554 shares 14,554 $5.36M 0.32% -21,630 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,895 shares; 2024Q4: 6,734 shares; 2025Q1: 18,019 shares; 2025Q2: 22,763 shares; 2025Q3: 27,364 shares; 2025Q4: 30,730 shares; 2026Q1: 104,261 shares; 2026Q2: 52,789 shares 52,789 $5.3M 0.32% -51,472 Timeline LALT 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: 213,678 shares 213,678 $5.13M 0.31% new 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: not reported; 2024Q4: not reported; 2025Q1: 162,429 shares; 2025Q2: 166,853 shares; 2025Q3: 169,378 shares; 2025Q4: 154,849 shares; 2026Q1: 322,638 shares; 2026Q2: 172,209 shares 172,209 $5.06M 0.3% -150,429 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,819 shares; 2024Q4: 42,754 shares; 2025Q1: 42,502 shares; 2025Q2: 41,752 shares; 2025Q3: 41,509 shares; 2025Q4: 41,675 shares; 2026Q1: 96,266 shares; 2026Q2: 48,953 shares 48,953 $5.05M 0.3% -47,313 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: 5,367 shares; 2024Q4: 5,387 shares; 2025Q1: 7,364 shares; 2025Q2: 7,599 shares; 2025Q3: 13,152 shares; 2025Q4: 54,254 shares; 2026Q1: 147,630 shares; 2026Q2: 81,873 shares 81,873 $5.03M 0.3% -65,757 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,490 shares; 2024Q4: 29,002 shares; 2025Q1: 32,492 shares; 2025Q2: 31,437 shares; 2025Q3: 35,663 shares; 2025Q4: 31,709 shares; 2026Q1: 114,167 shares; 2026Q2: 66,204 shares 66,204 $4.86M 0.29% -47,963 Timeline AFLG 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: 43,034 shares; 2025Q2: 53,430 shares; 2025Q3: 55,342 shares; 2025Q4: 62,822 shares; 2026Q1: 178,001 shares; 2026Q2: 111,705 shares 111,705 $4.85M 0.29% -66,296 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: 4,680 shares; 2024Q4: 5,770 shares; 2025Q1: 7,663 shares; 2025Q2: 10,096 shares; 2025Q3: 9,482 shares; 2025Q4: 19,485 shares; 2026Q1: 135,512 shares; 2026Q2: 90,956 shares 90,956 $4.83M 0.29% -44,556 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,507 shares; 2025Q3: 1,531 shares; 2025Q4: 1,531 shares; 2026Q1: 21,790 shares; 2026Q2: 19,304 shares 19,304 $4.69M 0.28% -2,486 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: 36,282 shares; 2024Q4: 39,053 shares; 2025Q1: 45,760 shares; 2025Q2: 66,736 shares; 2025Q3: 85,085 shares; 2025Q4: 87,146 shares; 2026Q1: 186,152 shares; 2026Q2: 96,382 shares 96,382 $4.69M 0.28% -89,770 Timeline SPTI 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: 64,618 shares; 2024Q4: 88,054 shares; 2025Q1: 127,488 shares; 2025Q2: 148,369 shares; 2025Q3: 174,543 shares; 2025Q4: 108,117 shares; 2026Q1: 276,574 shares; 2026Q2: 164,225 shares 164,225 $4.66M 0.28% -112,349 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 148,006 shares; 2026Q2: 90,297 shares 90,297 $4.55M 0.27% -57,709 Timeline VOTE TCW ETF TRUST More: the full row for TCW 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: 33,955 shares; 2025Q3: 47,588 shares; 2025Q4: 48,962 shares; 2026Q1: 100,168 shares; 2026Q2: 51,211 shares 51,211 $4.52M 0.27% -48,957 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: 3,222 shares; 2024Q4: 3,747 shares; 2025Q1: 5,432 shares; 2025Q2: 6,952 shares; 2025Q3: 7,603 shares; 2025Q4: 9,595 shares; 2026Q1: 25,043 shares; 2026Q2: 12,743 shares 12,743 $4.5M 0.27% -12,300 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,624 shares; 2024Q4: 19,427 shares; 2025Q1: not reported; 2025Q2: 4,751 shares; 2025Q3: 32,701 shares; 2025Q4: 78,930 shares; 2026Q1: 163,531 shares; 2026Q2: 84,829 shares 84,829 $4.39M 0.26% -78,702 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: 22,501 shares; 2024Q4: 32,251 shares; 2025Q1: 35,226 shares; 2025Q2: 36,327 shares; 2025Q3: 47,398 shares; 2025Q4: 56,112 shares; 2026Q1: 161,066 shares; 2026Q2: 88,571 shares 88,571 $4.39M 0.26% -72,495 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: 2,786 shares; 2024Q4: 2,803 shares; 2025Q1: 2,827 shares; 2025Q2: 2,814 shares; 2025Q3: 2,886 shares; 2025Q4: 3,266 shares; 2026Q1: 28,993 shares; 2026Q2: 17,158 shares 17,158 $4.32M 0.26% -11,835 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,273 shares; 2025Q3: 920 shares; 2025Q4: 2,253 shares; 2026Q1: 13,979 shares; 2026Q2: 8,970 shares 8,970 $4.28M 0.26% -5,009 Timeline EVSD MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 52,003 shares; 2026Q1: 129,586 shares; 2026Q2: 82,608 shares 82,608 $4.2M 0.25% -46,978 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,592 shares; 2025Q1: 16,962 shares; 2025Q2: 22,246 shares; 2025Q3: 35,325 shares; 2025Q4: 54,328 shares; 2026Q1: 266,799 shares; 2026Q2: 158,933 shares 158,933 $4.16M 0.25% -107,866 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,326 shares; 2024Q4: 17,643 shares; 2025Q1: 16,018 shares; 2025Q2: 17,604 shares; 2025Q3: 19,533 shares; 2025Q4: 24,982 shares; 2026Q1: 96,332 shares; 2026Q2: 43,302 shares 43,302 $4.09M 0.25% -53,030 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 69,787 shares; 2025Q4: 77,366 shares; 2026Q1: 173,810 shares; 2026Q2: 80,456 shares 80,456 $4.06M 0.24% -93,354 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: 16,158 shares; 2024Q4: 14,954 shares; 2025Q1: 36,563 shares; 2025Q2: 36,845 shares; 2025Q3: 38,229 shares; 2025Q4: 43,058 shares; 2026Q1: 87,929 shares; 2026Q2: 44,678 shares 44,678 $4.01M 0.24% -43,251 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: 4,292 shares; 2024Q4: 4,336 shares; 2025Q1: 4,132 shares; 2025Q2: 4,723 shares; 2025Q3: 5,231 shares; 2025Q4: 10,722 shares; 2026Q1: 25,963 shares; 2026Q2: 9,463 shares 9,463 $3.98M 0.24% -16,500 Timeline FTGS 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: 37,772 shares; 2024Q4: 68,275 shares; 2025Q1: 118,967 shares; 2025Q2: 82,263 shares; 2025Q3: 90,259 shares; 2025Q4: 77,217 shares; 2026Q1: 168,521 shares; 2026Q2: 106,235 shares 106,235 $3.93M 0.24% -62,286 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 813 shares; 2026Q1: 5,871 shares; 2026Q2: 3,401 shares 3,401 $3.93M 0.24% -2,470 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,661 shares; 2024Q4: 58,808 shares; 2025Q1: 46,200 shares; 2025Q2: 78,011 shares; 2025Q3: 71,511 shares; 2025Q4: 68,493 shares; 2026Q1: 199,828 shares; 2026Q2: 50,479 shares 50,479 $3.86M 0.23% -149,349 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,896 shares; 2026Q2: 19,360 shares 19,360 $3.83M 0.23% -536 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: not reported; 2024Q4: not reported; 2025Q1: 16,118 shares; 2025Q2: 16,184 shares; 2025Q3: 23,403 shares; 2025Q4: 23,046 shares; 2026Q1: 121,961 shares; 2026Q2: 70,347 shares 70,347 $3.77M 0.23% -51,614 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,166 shares; 2025Q4: 12,782 shares; 2026Q1: 96,011 shares; 2026Q2: 52,892 shares 52,892 $3.77M 0.23% -43,119 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: 1,011 shares; 2024Q4: 1,353 shares; 2025Q1: 1,380 shares; 2025Q2: 1,752 shares; 2025Q3: 1,972 shares; 2025Q4: 4,886 shares; 2026Q1: 7,468 shares; 2026Q2: 4,008 shares 4,008 $3.75M 0.22% -3,460 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,447 shares; 2025Q4: not reported; 2026Q1: 76,278 shares; 2026Q2: 46,166 shares 46,166 $3.67M 0.22% -30,112 Timeline FTA 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: 35,016 shares; 2024Q4: 35,865 shares; 2025Q1: 29,898 shares; 2025Q2: 29,702 shares; 2025Q3: 30,472 shares; 2025Q4: 33,928 shares; 2026Q1: 69,377 shares; 2026Q2: 37,826 shares 37,826 $3.66M 0.22% -31,551 Timeline IEI 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: 2,246 shares; 2025Q3: 2,345 shares; 2025Q4: 2,282 shares; 2026Q1: 28,738 shares; 2026Q2: 30,998 shares 30,998 $3.64M 0.22% +2,260 Timeline IDEF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 178,822 shares; 2026Q2: 113,969 shares 113,969 $3.62M 0.22% -64,853 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,219 shares; 2025Q4: 15,613 shares; 2026Q1: 80,408 shares; 2026Q2: 94,442 shares 94,442 $3.54M 0.21% +14,034 Timeline FSMB 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 104,569 shares; 2025Q4: 115,448 shares; 2026Q1: 234,040 shares; 2026Q2: 176,814 shares 176,814 $3.53M 0.21% -57,226 Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,762 shares; 2024Q4: 25,433 shares; 2025Q1: 26,068 shares; 2025Q2: 25,940 shares; 2025Q3: 26,243 shares; 2025Q4: 27,452 shares; 2026Q1: 52,632 shares; 2026Q2: 28,658 shares 28,658 $3.5M 0.21% -23,974 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 47,442 shares; 2025Q4: 49,379 shares; 2026Q1: 97,524 shares; 2026Q2: 68,048 shares 68,048 $3.5M 0.21% -29,476 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,761 shares; 2024Q4: 11,499 shares; 2025Q1: 14,333 shares; 2025Q2: 24,520 shares; 2025Q3: 24,956 shares; 2025Q4: 39,099 shares; 2026Q1: 150,736 shares; 2026Q2: 126,887 shares 126,887 $3.49M 0.21% -23,849 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 58,130 shares; 2025Q3: 63,221 shares; 2025Q4: 68,935 shares; 2026Q1: 219,604 shares; 2026Q2: 80,142 shares 80,142 $3.45M 0.21% -139,462 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,422 shares; 2025Q2: 19,410 shares; 2025Q3: 32,191 shares; 2025Q4: 48,551 shares; 2026Q1: 266,681 shares; 2026Q2: 151,524 shares 151,524 $3.38M 0.2% -115,157 Timeline SPYD 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: 66,989 shares; 2024Q4: 66,576 shares; 2025Q1: 66,806 shares; 2025Q2: 70,058 shares; 2025Q3: 72,711 shares; 2025Q4: 72,488 shares; 2026Q1: 141,552 shares; 2026Q2: 70,585 shares 70,585 $3.37M 0.2% -70,967 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: 14,318 shares; 2024Q4: 13,684 shares; 2025Q1: 11,367 shares; 2025Q2: 10,327 shares; 2025Q3: 10,357 shares; 2025Q4: 10,449 shares; 2026Q1: 22,073 shares; 2026Q2: 12,679 shares 12,679 $3.36M 0.2% -9,394 Timeline FGD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 54,559 shares; 2025Q4: 79,903 shares; 2026Q1: 198,026 shares; 2026Q2: 102,791 shares 102,791 $3.29M 0.2% -95,235 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,051 shares; 2024Q4: 6,627 shares; 2025Q1: 10,044 shares; 2025Q2: 9,503 shares; 2025Q3: 9,929 shares; 2025Q4: 11,485 shares; 2026Q1: 24,946 shares; 2026Q2: 9,771 shares 9,771 $3.27M 0.2% -15,175 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: 691 shares; 2024Q4: 976 shares; 2025Q1: 964 shares; 2025Q2: 1,247 shares; 2025Q3: 1,219 shares; 2025Q4: 1,076 shares; 2026Q1: 4,087 shares; 2026Q2: 2,629 shares 2,629 $3.15M 0.19% -1,458 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: 6,810 shares; 2025Q3: 7,074 shares; 2025Q4: 17,178 shares; 2026Q1: 118,957 shares; 2026Q2: 68,928 shares 68,928 $3.13M 0.19% -50,029 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,784 shares; 2026Q1: 79,665 shares; 2026Q2: 57,356 shares 57,356 $3.07M 0.18% -22,309 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: 11,813 shares; 2024Q4: 16,248 shares; 2025Q1: 17,587 shares; 2025Q2: 17,870 shares; 2025Q3: 16,450 shares; 2025Q4: 27,117 shares; 2026Q1: 61,100 shares; 2026Q2: 30,214 shares 30,214 $3.04M 0.18% -30,886 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,695 shares; 2024Q4: 20,166 shares; 2025Q1: 21,589 shares; 2025Q2: 19,455 shares; 2025Q3: 18,261 shares; 2025Q4: 83,503 shares; 2026Q1: 152,991 shares; 2026Q2: 61,013 shares 61,013 $3.04M 0.18% -91,978 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 109,720 shares; 2026Q2: 91,946 shares 91,946 $3.03M 0.18% -17,774 Timeline FEM FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,243 shares; 2024Q4: 33,772 shares; 2025Q1: 41,369 shares; 2025Q2: 40,034 shares; 2025Q3: 48,720 shares; 2025Q4: 52,904 shares; 2026Q1: 155,246 shares; 2026Q2: 94,697 shares 94,697 $3.03M 0.18% -60,549 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,527 shares; 2024Q4: 66,159 shares; 2025Q1: 67,269 shares; 2025Q2: 66,288 shares; 2025Q3: 63,159 shares; 2025Q4: 59,256 shares; 2026Q1: 117,914 shares; 2026Q2: 60,116 shares 60,116 $3.03M 0.18% -57,798 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,593 shares; 2026Q1: 106,298 shares; 2026Q2: 74,508 shares 74,508 $3.02M 0.18% -31,790 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,812 shares; 2025Q2: 15,294 shares; 2025Q3: 16,233 shares; 2025Q4: 18,137 shares; 2026Q1: 88,353 shares; 2026Q2: 33,745 shares 33,745 $3M 0.18% -54,608 Timeline IALT BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 107,059 shares 107,059 $3M 0.18% new Timeline USIG 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: 60,630 shares; 2026Q2: 58,053 shares 58,053 $2.98M 0.18% -2,577 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,857 shares; 2025Q4: 6,213 shares; 2026Q1: 27,740 shares; 2026Q2: 35,676 shares 35,676 $2.93M 0.18% +7,936 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: 1,098 shares; 2026Q2: 9,526 shares 9,526 $2.87M 0.17% +8,428 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,775 shares; 2026Q2: 9,368 shares 9,368 $2.87M 0.17% -407 Timeline BBUS 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: 18,020 shares; 2024Q4: 20,864 shares; 2025Q1: 27,555 shares; 2025Q2: 20,627 shares; 2025Q3: 16,054 shares; 2025Q4: 18,514 shares; 2026Q1: 44,536 shares; 2026Q2: 21,203 shares 21,203 $2.86M 0.17% -23,333 Timeline SHYG 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: 71,337 shares; 2026Q2: 67,197 shares 67,197 $2.85M 0.17% -4,140 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: 3,294 shares; 2024Q4: 12,483 shares; 2025Q1: 12,883 shares; 2025Q2: 24,558 shares; 2025Q3: 36,573 shares; 2025Q4: 46,403 shares; 2026Q1: 153,572 shares; 2026Q2: 89,420 shares 89,420 $2.84M 0.17% -64,152 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: 2,209 shares; 2024Q4: 2,325 shares; 2025Q1: 2,729 shares; 2025Q2: 2,911 shares; 2025Q3: 2,840 shares; 2025Q4: 3,159 shares; 2026Q1: 16,174 shares; 2026Q2: 11,060 shares 11,060 $2.81M 0.17% -5,114 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: 1,102 shares; 2024Q4: not reported; 2025Q1: 1,114 shares; 2025Q2: 1,139 shares; 2025Q3: 2,198 shares; 2025Q4: 3,489 shares; 2026Q1: 11,961 shares; 2026Q2: 7,514 shares 7,514 $2.81M 0.17% -4,447 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,440 shares; 2026Q2: 7,656 shares 7,656 $2.8M 0.17% -784 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,856 shares; 2024Q4: 2,914 shares; 2025Q1: 4,580 shares; 2025Q2: 4,457 shares; 2025Q3: 5,985 shares; 2025Q4: 7,156 shares; 2026Q1: 35,301 shares; 2026Q2: 26,010 shares 26,010 $2.8M 0.17% -9,291 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: 4,891 shares; 2024Q4: 5,283 shares; 2025Q1: 4,905 shares; 2025Q2: 5,117 shares; 2025Q3: 7,151 shares; 2025Q4: 13,132 shares; 2026Q1: 35,323 shares; 2026Q2: 20,266 shares 20,266 $2.77M 0.17% -15,057 Timeline FIIG 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: 64,016 shares; 2025Q3: 62,924 shares; 2025Q4: 73,991 shares; 2026Q1: 167,614 shares; 2026Q2: 133,052 shares 133,052 $2.76M 0.17% -34,562 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,266 shares; 2026Q1: 25,502 shares; 2026Q2: 23,403 shares 23,403 $2.74M 0.16% -2,099 Timeline EMBD 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: 63,025 shares; 2024Q4: 70,900 shares; 2025Q1: 75,490 shares; 2025Q2: 81,941 shares; 2025Q3: 90,252 shares; 2025Q4: 94,746 shares; 2026Q1: 210,712 shares; 2026Q2: 114,287 shares 114,287 $2.74M 0.16% -96,425 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,548 shares; 2024Q4: 5,381 shares; 2025Q1: 5,614 shares; 2025Q2: 8,262 shares; 2025Q3: 12,184 shares; 2025Q4: 33,891 shares; 2026Q1: 99,814 shares; 2026Q2: 54,010 shares 54,010 $2.73M 0.16% -45,804 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,364 shares; 2024Q4: 4,634 shares; 2025Q1: 5,512 shares; 2025Q2: 9,496 shares; 2025Q3: 9,052 shares; 2025Q4: 8,467 shares; 2026Q1: 39,183 shares; 2026Q2: 27,328 shares 27,328 $2.7M 0.16% -11,855 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: 2,045 shares; 2024Q4: 2,985 shares; 2025Q1: 3,300 shares; 2025Q2: 3,003 shares; 2025Q3: 4,468 shares; 2025Q4: 6,735 shares; 2026Q1: 22,560 shares; 2026Q2: 14,080 shares 14,080 $2.7M 0.16% -8,480 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 64,763 shares; 2026Q2: 56,405 shares 56,405 $2.64M 0.16% -8,358 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,920 shares; 2026Q2: 53,279 shares 53,279 $2.61M 0.16% +42,359 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: not reported; 2024Q4: not reported; 2025Q1: 102,393 shares; 2025Q2: 104,924 shares; 2025Q3: 114,241 shares; 2025Q4: 127,292 shares; 2026Q1: 269,136 shares; 2026Q2: 139,984 shares 139,984 $2.59M 0.16% -129,152 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: 4,876 shares; 2024Q4: 5,541 shares; 2025Q1: 6,226 shares; 2025Q2: 6,935 shares; 2025Q3: 6,101 shares; 2025Q4: 8,328 shares; 2026Q1: 33,721 shares; 2026Q2: 21,994 shares 21,994 $2.58M 0.15% -11,727 Timeline BUFQ 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: 37,309 shares; 2024Q4: 36,008 shares; 2025Q1: 32,919 shares; 2025Q2: 31,292 shares; 2025Q3: 43,996 shares; 2025Q4: 49,081 shares; 2026Q1: 114,892 shares; 2026Q2: 65,331 shares 65,331 $2.57M 0.15% -49,561 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: 16,801 shares; 2024Q4: 39,221 shares; 2025Q1: 31,539 shares; 2025Q2: 32,305 shares; 2025Q3: 23,111 shares; 2025Q4: 21,928 shares; 2026Q1: 74,157 shares; 2026Q2: 44,920 shares 44,920 $2.56M 0.15% -29,237 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 877 shares; 2024Q4: 678 shares; 2025Q1: 678 shares; 2025Q2: 699 shares; 2025Q3: 678 shares; 2025Q4: 740 shares; 2026Q1: 4,402 shares; 2026Q2: 2,525 shares 2,525 $2.55M 0.15% -1,877 Timeline FTC 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: 14,698 shares; 2024Q4: 4,338 shares; 2025Q1: 4,235 shares; 2025Q2: 5,966 shares; 2025Q3: 6,054 shares; 2025Q4: 15,802 shares; 2026Q1: 31,138 shares; 2026Q2: 13,014 shares 13,014 $2.52M 0.15% -18,124 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,691 shares; 2025Q3: 1,695 shares; 2025Q4: 1,764 shares; 2026Q1: 7,303 shares; 2026Q2: 4,313 shares 4,313 $2.51M 0.15% -2,990 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,857 shares; 2024Q4: 28,720 shares; 2025Q1: 34,515 shares; 2025Q2: 29,251 shares; 2025Q3: 30,034 shares; 2025Q4: 33,523 shares; 2026Q1: 43,234 shares; 2026Q2: 26,178 shares 26,178 $2.48M 0.15% -17,056 Timeline BGRN 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: 51,724 shares 51,724 $2.46M 0.15% new Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,480 shares; 2026Q2: 3,367 shares 3,367 $2.43M 0.15% -2,113 Timeline RFMZ RIVERNORTH FLEXIBLE MUNI INC More: the full row for RIVERNORTH FLEXIBLE MUNI 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: 146,283 shares; 2025Q4: 159,865 shares; 2026Q1: 351,058 shares; 2026Q2: 177,106 shares 177,106 $2.41M 0.14% -173,952 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: 4,011 shares; 2024Q4: 3,803 shares; 2025Q1: 7,070 shares; 2025Q2: 7,152 shares; 2025Q3: 8,922 shares; 2025Q4: 11,548 shares; 2026Q1: 36,969 shares; 2026Q2: 21,229 shares 21,229 $2.4M 0.14% -15,740 Timeline OAKM HARRIS OAKMARK ETF TRUST More: the full row for HARRIS OAKMARK 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: 52,488 shares; 2026Q1: 173,230 shares; 2026Q2: 84,622 shares 84,622 $2.38M 0.14% -88,608 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50,051 shares; 2026Q2: 44,289 shares 44,289 $2.35M 0.14% -5,762 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: 1,460 shares; 2024Q4: 1,627 shares; 2025Q1: 910 shares; 2025Q2: 1,330 shares; 2025Q3: 1,790 shares; 2025Q4: 1,713 shares; 2026Q1: 4,257 shares; 2026Q2: 19,696 shares 19,696 $2.35M 0.14% +15,439 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,500 shares; 2025Q2: 2,729 shares; 2025Q3: 2,799 shares; 2025Q4: 8,178 shares; 2026Q1: 46,503 shares; 2026Q2: 25,396 shares 25,396 $2.34M 0.14% -21,107 Timeline IPKW 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: 19,448 shares; 2025Q3: 19,148 shares; 2025Q4: 21,532 shares; 2026Q1: 66,868 shares; 2026Q2: 40,976 shares 40,976 $2.31M 0.14% -25,892 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,091 shares; 2025Q4: 35,021 shares; 2026Q1: 106,730 shares; 2026Q2: 87,436 shares 87,436 $2.26M 0.14% -19,294 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: 3,286 shares; 2024Q4: 3,470 shares; 2025Q1: 3,431 shares; 2025Q2: 2,808 shares; 2025Q3: 2,729 shares; 2025Q4: 2,871 shares; 2026Q1: 5,727 shares; 2026Q2: 3,397 shares 3,397 $2.23M 0.13% -2,330 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,357 shares; 2024Q4: 80,318 shares; 2025Q1: 49,698 shares; 2025Q2: 29,051 shares; 2025Q3: 29,819 shares; 2025Q4: 35,175 shares; 2026Q1: 75,469 shares; 2026Q2: 50,926 shares 50,926 $2.22M 0.13% -24,543 Timeline RMMZ RIVERNORTH MANAGED DUR MUN I More: the full row for RIVERNORTH MANAGED DUR MUN 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: 121,823 shares; 2025Q4: 131,954 shares; 2026Q1: 291,298 shares; 2026Q2: 147,255 shares 147,255 $2.21M 0.13% -144,043 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,043 shares; 2025Q3: 8,190 shares; 2025Q4: 8,190 shares; 2026Q1: 15,942 shares; 2026Q2: 8,135 shares 8,135 $2.2M 0.13% -7,807 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF 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: 50,729 shares 50,729 $2.2M 0.13% new Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,690 shares; 2024Q4: 7,932 shares; 2025Q1: 6,171 shares; 2025Q2: 6,269 shares; 2025Q3: 8,306 shares; 2025Q4: 10,715 shares; 2026Q1: 52,986 shares; 2026Q2: 28,867 shares 28,867 $2.19M 0.13% -24,119 Timeline FUMB 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 122,580 shares; 2025Q4: 125,574 shares; 2026Q1: 260,066 shares; 2026Q2: 109,033 shares 109,033 $2.19M 0.13% -151,033 Timeline EFFI HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 153,376 shares; 2026Q2: 82,552 shares 82,552 $2.09M 0.13% -70,824 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: 68,011 shares; 2024Q4: 18,287 shares; 2025Q1: 18,437 shares; 2025Q2: 9,381 shares; 2025Q3: 25,433 shares; 2025Q4: 24,467 shares; 2026Q1: 51,768 shares; 2026Q2: 36,159 shares 36,159 $2.09M 0.13% -15,609 Timeline OMFL 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: not reported; 2026Q1: 67,876 shares; 2026Q2: 30,196 shares 30,196 $2.07M 0.12% -37,680 Timeline EQL ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,979 shares; 2024Q4: 22,547 shares; 2025Q1: 20,971 shares; 2025Q2: 54,669 shares; 2025Q3: 47,526 shares; 2025Q4: 46,988 shares; 2026Q1: 82,814 shares; 2026Q2: 40,364 shares 40,364 $2.04M 0.12% -42,450 Timeline INCM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,493 shares; 2026Q1: 123,624 shares; 2026Q2: 69,694 shares 69,694 $2.01M 0.12% -53,930 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: 1,146 shares; 2024Q4: 1,158 shares; 2025Q1: 1,253 shares; 2025Q2: 2,042 shares; 2025Q3: 2,603 shares; 2025Q4: 2,226 shares; 2026Q1: 7,609 shares; 2026Q2: 4,832 shares 4,832 $2.01M 0.12% -2,777 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,085 shares; 2024Q4: 14,335 shares; 2025Q1: 13,443 shares; 2025Q2: 19,222 shares; 2025Q3: 19,408 shares; 2025Q4: 18,808 shares; 2026Q1: 34,452 shares; 2026Q2: 14,875 shares 14,875 $2M 0.12% -19,577 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: 4,755 shares; 2024Q4: 9,855 shares; 2025Q1: 8,618 shares; 2025Q2: 8,709 shares; 2025Q3: 4,742 shares; 2025Q4: 6,256 shares; 2026Q1: 18,237 shares; 2026Q2: 10,292 shares 10,292 $1.95M 0.12% -7,945 Timeline VEU 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: 33,946 shares; 2024Q4: 35,455 shares; 2025Q1: 36,595 shares; 2025Q2: 13,204 shares; 2025Q3: 17,059 shares; 2025Q4: 18,053 shares; 2026Q1: 39,985 shares; 2026Q2: 23,178 shares 23,178 $1.94M 0.12% -16,807 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,850 shares; 2024Q4: 2,449 shares; 2025Q1: 2,481 shares; 2025Q2: 2,369 shares; 2025Q3: 2,920 shares; 2025Q4: 3,865 shares; 2026Q1: 17,281 shares; 2026Q2: 13,128 shares 13,128 $1.93M 0.12% -4,153 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,015 shares; 2024Q4: 12,402 shares; 2025Q1: 19,752 shares; 2025Q2: 14,438 shares; 2025Q3: 21,835 shares; 2025Q4: 23,493 shares; 2026Q1: 44,105 shares; 2026Q2: 25,178 shares 25,178 $1.9M 0.11% -18,927 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: 14,869 shares; 2024Q4: 17,653 shares; 2025Q1: 16,711 shares; 2025Q2: 17,918 shares; 2025Q3: 18,198 shares; 2025Q4: 22,591 shares; 2026Q1: 121,607 shares; 2026Q2: 91,655 shares 91,655 $1.9M 0.11% -29,952 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: 387 shares; 2025Q4: 1,033 shares; 2026Q1: 3,237 shares; 2026Q2: 1,612 shares 1,612 $1.89M 0.11% -1,625 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,512 shares; 2024Q4: 28,886 shares; 2025Q1: 25,285 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,624 shares; 2026Q1: 26,677 shares; 2026Q2: 18,361 shares 18,361 $1.88M 0.11% -8,316 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,097 shares; 2025Q1: 1,097 shares; 2025Q2: 1,084 shares; 2025Q3: 1,150 shares; 2025Q4: 1,399 shares; 2026Q1: 8,734 shares; 2026Q2: 5,530 shares 5,530 $1.87M 0.11% -3,204 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: 3,072 shares; 2024Q4: 4,011 shares; 2025Q1: 5,834 shares; 2025Q2: 4,733 shares; 2025Q3: 7,008 shares; 2025Q4: 8,154 shares; 2026Q1: 36,156 shares; 2026Q2: 22,410 shares 22,410 $1.85M 0.11% -13,746 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,429 shares; 2025Q2: 5,061 shares; 2025Q3: 12,818 shares; 2025Q4: 15,093 shares; 2026Q1: 35,564 shares; 2026Q2: 19,206 shares 19,206 $1.84M 0.11% -16,358 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: 1,073 shares; 2024Q4: 1,208 shares; 2025Q1: 1,149 shares; 2025Q2: 1,186 shares; 2025Q3: 2,386 shares; 2025Q4: 2,566 shares; 2026Q1: 9,013 shares; 2026Q2: 5,147 shares 5,147 $1.82M 0.11% -3,866 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,152 shares; 2026Q2: 2,153 shares 2,153 $1.81M 0.11% +1 Timeline QQEW 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: 11,175 shares; 2024Q4: 11,298 shares; 2025Q1: 11,135 shares; 2025Q2: 11,079 shares; 2025Q3: 11,047 shares; 2025Q4: 10,848 shares; 2026Q1: 22,558 shares; 2026Q2: 11,319 shares 11,319 $1.81M 0.11% -11,239 Timeline FEP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,875 shares; 2024Q4: 21,276 shares; 2025Q1: 25,264 shares; 2025Q2: 20,552 shares; 2025Q3: 21,178 shares; 2025Q4: 23,154 shares; 2026Q1: 49,250 shares; 2026Q2: 31,497 shares 31,497 $1.8M 0.11% -17,753 Timeline FJP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,514 shares; 2024Q4: 14,386 shares; 2025Q1: 17,708 shares; 2025Q2: 16,645 shares; 2025Q3: 17,035 shares; 2025Q4: 18,960 shares; 2026Q1: 37,752 shares; 2026Q2: 23,222 shares 23,222 $1.77M 0.11% -14,530 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,380 shares; 2026Q2: 10,375 shares 10,375 $1.76M 0.11% -5 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,907 shares; 2024Q4: 2,774 shares; 2025Q1: 2,988 shares; 2025Q2: 3,245 shares; 2025Q3: 3,349 shares; 2025Q4: 3,432 shares; 2026Q1: 15,793 shares; 2026Q2: 10,628 shares 10,628 $1.75M 0.1% -5,165 Timeline FAI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 32,001 shares 32,001 $1.74M 0.1% new Timeline BBJP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,575 shares; 2024Q4: 20,767 shares; 2025Q1: 16,251 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 44,455 shares; 2026Q2: 22,819 shares 22,819 $1.72M 0.1% -21,636 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,174 shares; 2024Q4: 2,089 shares; 2025Q1: 2,111 shares; 2025Q2: 2,245 shares; 2025Q3: 3,387 shares; 2025Q4: 3,295 shares; 2026Q1: 14,675 shares; 2026Q2: 9,488 shares 9,488 $1.72M 0.1% -5,187 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,307 shares; 2026Q2: 8,023 shares 8,023 $1.68M 0.1% -2,284 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,876 shares; 2024Q4: 2,886 shares; 2025Q1: 2,205 shares; 2025Q2: 2,066 shares; 2025Q3: 3,143 shares; 2025Q4: 4,266 shares; 2026Q1: 6,404 shares; 2026Q2: 13,338 shares 13,338 $1.66M 0.1% +6,934 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: 8,960 shares; 2024Q4: 9,751 shares; 2025Q1: 11,964 shares; 2025Q2: 8,845 shares; 2025Q3: 14,926 shares; 2025Q4: 16,167 shares; 2026Q1: 44,451 shares; 2026Q2: 21,361 shares 21,361 $1.65M 0.1% -23,090 Timeline FID 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: 19,363 shares; 2024Q4: 24,413 shares; 2025Q1: 32,081 shares; 2025Q2: 46,491 shares; 2025Q3: 63,435 shares; 2025Q4: 64,191 shares; 2026Q1: 148,978 shares; 2026Q2: 76,542 shares 76,542 $1.64M 0.1% -72,436 Timeline FXU 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: 5,935 shares; 2025Q1: not reported; 2025Q2: 5,417 shares; 2025Q3: 5,236 shares; 2025Q4: 4,568 shares; 2026Q1: 30,104 shares; 2026Q2: 33,171 shares 33,171 $1.64M 0.1% +3,067 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,827 shares; 2026Q1: 93,251 shares; 2026Q2: 65,127 shares 65,127 $1.63M 0.1% -28,124 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,760 shares; 2024Q4: 30,474 shares; 2025Q1: 30,834 shares; 2025Q2: 30,766 shares; 2025Q3: 44,437 shares; 2025Q4: 45,759 shares; 2026Q1: 69,561 shares; 2026Q2: 32,262 shares 32,262 $1.61M 0.1% -37,299 Timeline XBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,854 shares; 2024Q4: 34,148 shares; 2025Q1: 34,990 shares; 2025Q2: 35,815 shares; 2025Q3: 32,923 shares; 2025Q4: 30,610 shares; 2026Q1: 70,914 shares; 2026Q2: 32,230 shares 32,230 $1.61M 0.1% -38,684 Timeline ROBT 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: 38,348 shares; 2024Q4: 35,819 shares; 2025Q1: 38,755 shares; 2025Q2: 41,843 shares; 2025Q3: 41,940 shares; 2025Q4: 43,364 shares; 2026Q1: 89,946 shares; 2026Q2: 28,529 shares 28,529 $1.61M 0.1% -61,417 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,214 shares; 2026Q2: 4,695 shares 4,695 $1.6M 0.1% -519 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 59,280 shares; 2026Q2: 26,022 shares 26,022 $1.59M 0.1% -33,258 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 8,753 shares; 2026Q2: 6,825 shares 6,825 $1.59M 0.1% -1,928 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,500 shares; 2024Q4: 1,744 shares; 2025Q1: 1,748 shares; 2025Q2: 2,010 shares; 2025Q3: 1,852 shares; 2025Q4: 2,106 shares; 2026Q1: 5,048 shares; 2026Q2: 2,494 shares 2,494 $1.58M 0.09% -2,554 Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,508 shares; 2025Q4: 15,979 shares; 2026Q1: 68,135 shares; 2026Q2: 47,247 shares 47,247 $1.55M 0.09% -20,888 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: not reported; 2025Q1: not reported; 2025Q2: 4,830 shares; 2025Q3: 6,947 shares; 2025Q4: 12,240 shares; 2026Q1: 38,772 shares; 2026Q2: 29,116 shares 29,116 $1.55M 0.09% -9,656 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: not reported; 2026Q1: 11,938 shares; 2026Q2: 9,716 shares 9,716 $1.54M 0.09% -2,222 Timeline BIBL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,273 shares; 2025Q4: 24,332 shares; 2026Q1: 44,592 shares; 2026Q2: 26,465 shares 26,465 $1.53M 0.09% -18,127 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 673 shares; 2025Q3: 672 shares; 2025Q4: 726 shares; 2026Q1: 1,508 shares; 2026Q2: 762 shares 762 $1.51M 0.09% -746 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,278 shares; 2026Q1: 21,520 shares; 2026Q2: 29,446 shares 29,446 $1.5M 0.09% +7,926 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: 1,395 shares; 2024Q4: 1,763 shares; 2025Q1: 2,014 shares; 2025Q2: 2,253 shares; 2025Q3: 3,146 shares; 2025Q4: 3,159 shares; 2026Q1: 8,470 shares; 2026Q2: 4,355 shares 4,355 $1.49M 0.09% -4,115 Timeline RDIV 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: 23,369 shares; 2024Q4: 23,005 shares; 2025Q1: 22,832 shares; 2025Q2: 24,078 shares; 2025Q3: 25,090 shares; 2025Q4: 25,022 shares; 2026Q1: 49,540 shares; 2026Q2: 25,576 shares 25,576 $1.48M 0.09% -23,964 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 515 shares; 2025Q4: 678 shares; 2026Q1: 2,724 shares; 2026Q2: 2,077 shares 2,077 $1.48M 0.09% -647 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: 4,441 shares; 2024Q4: 4,569 shares; 2025Q1: 3,398 shares; 2025Q2: not reported; 2025Q3: 4,215 shares; 2025Q4: 5,877 shares; 2026Q1: 27,798 shares; 2026Q2: 20,215 shares 20,215 $1.45M 0.09% -7,583 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,086 shares; 2026Q2: 15,224 shares 15,224 $1.42M 0.09% -1,862 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,363 shares; 2026Q2: 13,729 shares 13,729 $1.42M 0.09% +6,366 Timeline SNPE DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 101,765 shares; 2024Q4: 100,539 shares; 2025Q1: 99,050 shares; 2025Q2: 30,804 shares; 2025Q3: 30,175 shares; 2025Q4: 30,122 shares; 2026Q1: 40,858 shares; 2026Q2: 20,503 shares 20,503 $1.41M 0.08% -20,355 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,206 shares; 2026Q2: 18,524 shares 18,524 $1.41M 0.08% +1,318 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: 723 shares; 2024Q4: 918 shares; 2025Q1: 993 shares; 2025Q2: 1,547 shares; 2025Q3: 1,543 shares; 2025Q4: 1,693 shares; 2026Q1: 3,429 shares; 2026Q2: 1,833 shares 1,833 $1.4M 0.08% -1,596 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,404 shares; 2026Q2: 2,572 shares 2,572 $1.39M 0.08% +168 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 412 shares; 2025Q3: 356 shares; 2025Q4: not reported; 2026Q1: 4,300 shares; 2026Q2: 2,673 shares 2,673 $1.37M 0.08% -1,627 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: 7,894 shares; 2024Q4: 9,377 shares; 2025Q1: 9,171 shares; 2025Q2: 9,549 shares; 2025Q3: 10,539 shares; 2025Q4: 11,892 shares; 2026Q1: 48,734 shares; 2026Q2: 32,305 shares 32,305 $1.37M 0.08% -16,429 Timeline FTLS 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: 10,352 shares; 2024Q4: 10,137 shares; 2025Q1: 33,494 shares; 2025Q2: 29,892 shares; 2025Q3: 11,682 shares; 2025Q4: 20,547 shares; 2026Q1: 58,064 shares; 2026Q2: 18,283 shares 18,283 $1.35M 0.08% -39,781 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,223 shares; 2026Q2: 7,692 shares 7,692 $1.33M 0.08% -1,531 Timeline FPX 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: 7,714 shares; 2026Q1: 16,803 shares; 2026Q2: 6,469 shares 6,469 $1.33M 0.08% -10,334 Timeline SPTL 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: 8,061 shares; 2025Q1: 12,641 shares; 2025Q2: 10,316 shares; 2025Q3: 11,098 shares; 2025Q4: not reported; 2026Q1: 67,158 shares; 2026Q2: 50,788 shares 50,788 $1.33M 0.08% -16,370 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,461 shares; 2024Q4: 3,823 shares; 2025Q1: 3,529 shares; 2025Q2: 3,901 shares; 2025Q3: 3,717 shares; 2025Q4: 4,472 shares; 2026Q1: 16,631 shares; 2026Q2: 10,347 shares 10,347 $1.33M 0.08% -6,284 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: not reported; 2025Q3: not reported; 2025Q4: 19,032 shares; 2026Q1: 52,716 shares; 2026Q2: 25,620 shares 25,620 $1.31M 0.08% -27,096 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: 1,325 shares; 2024Q4: 1,556 shares; 2025Q1: 1,623 shares; 2025Q2: 1,560 shares; 2025Q3: 1,972 shares; 2025Q4: 2,520 shares; 2026Q1: 8,078 shares; 2026Q2: 4,808 shares 4,808 $1.3M 0.08% -3,270 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,220 shares; 2024Q4: 11,220 shares; 2025Q1: 15,570 shares; 2025Q2: 18,564 shares; 2025Q3: 19,215 shares; 2025Q4: 21,460 shares; 2026Q1: 82,584 shares; 2026Q2: 42,965 shares 42,965 $1.3M 0.08% -39,619 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: 2,494 shares; 2024Q4: 7,916 shares; 2025Q1: 9,803 shares; 2025Q2: 21,930 shares; 2025Q3: 26,267 shares; 2025Q4: 26,126 shares; 2026Q1: 15,755 shares; 2026Q2: 8,067 shares 8,067 $1.28M 0.08% -7,688 Timeline FOXA FOX CORP More: the full row for FOX 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: 27,030 shares; 2026Q2: 24,330 shares 24,330 $1.27M 0.08% -2,700 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,785 shares; 2025Q3: 5,120 shares; 2025Q4: 10,995 shares; 2026Q1: 26,527 shares; 2026Q2: 10,852 shares 10,852 $1.27M 0.08% -15,675 Timeline RSPA INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,836 shares; 2025Q3: 17,328 shares; 2025Q4: 20,687 shares; 2026Q1: 45,198 shares; 2026Q2: 23,719 shares 23,719 $1.27M 0.08% -21,479 Timeline FYC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,103 shares; 2024Q4: 9,536 shares; 2025Q1: 9,416 shares; 2025Q2: 8,061 shares; 2025Q3: 8,627 shares; 2025Q4: 8,754 shares; 2026Q1: 17,972 shares; 2026Q2: 9,918 shares 9,918 $1.26M 0.08% -8,054 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: not reported; 2024Q4: not reported; 2025Q1: 1,252 shares; 2025Q2: not reported; 2025Q3: 1,303 shares; 2025Q4: 1,736 shares; 2026Q1: 12,536 shares; 2026Q2: 7,598 shares 7,598 $1.26M 0.08% -4,938 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: 1,339 shares; 2024Q4: 1,196 shares; 2025Q1: 1,197 shares; 2025Q2: 1,117 shares; 2025Q3: 1,562 shares; 2025Q4: 1,946 shares; 2026Q1: 7,129 shares; 2026Q2: 4,466 shares 4,466 $1.26M 0.08% -2,663 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: 18,144 shares; 2024Q4: 13,085 shares; 2025Q1: 12,575 shares; 2025Q2: 11,733 shares; 2025Q3: 5,971 shares; 2025Q4: not reported; 2026Q1: 14,656 shares; 2026Q2: 8,991 shares 8,991 $1.26M 0.08% -5,665 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 59,304 shares; 2026Q2: 42,567 shares 42,567 $1.25M 0.07% -16,737 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,144 shares; 2026Q2: 5,045 shares 5,045 $1.24M 0.07% -1,099 Timeline JVAL 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: 22,627 shares; 2025Q3: 21,194 shares; 2025Q4: 20,934 shares; 2026Q1: 44,672 shares; 2026Q2: 21,155 shares 21,155 $1.24M 0.07% -23,517 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,218 shares; 2024Q4: 13,100 shares; 2025Q1: 24,976 shares; 2025Q2: 29,781 shares; 2025Q3: 36,115 shares; 2025Q4: 18,387 shares; 2026Q1: 35,438 shares; 2026Q2: 18,224 shares 18,224 $1.23M 0.07% -17,214 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,256 shares; 2026Q2: 7,977 shares 7,977 $1.23M 0.07% +721 Timeline USDU WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 44,110 shares; 2026Q2: 45,816 shares 45,816 $1.23M 0.07% +1,706 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,810 shares; 2024Q4: 6,266 shares; 2025Q1: 6,181 shares; 2025Q2: 6,304 shares; 2025Q3: 6,334 shares; 2025Q4: 7,326 shares; 2026Q1: 19,216 shares; 2026Q2: 9,044 shares 9,044 $1.22M 0.07% -10,172 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: 3,772 shares; 2024Q4: 3,745 shares; 2025Q1: 3,995 shares; 2025Q2: 4,006 shares; 2025Q3: 3,729 shares; 2025Q4: 4,355 shares; 2026Q1: 10,451 shares; 2026Q2: 5,657 shares 5,657 $1.22M 0.07% -4,794 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 717 shares; 2026Q2: 615 shares 615 $1.22M 0.07% -102 Timeline FXR 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: 2,716 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,978 shares; 2026Q2: 13,437 shares 13,437 $1.22M 0.07% +10,459 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,433 shares; 2026Q2: 6,327 shares 6,327 $1.2M 0.07% -1,106 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,073 shares; 2025Q1: 923 shares; 2025Q2: 923 shares; 2025Q3: 923 shares; 2025Q4: 2,794 shares; 2026Q1: 8,135 shares; 2026Q2: 5,357 shares 5,357 $1.19M 0.07% -2,778 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,095 shares; 2026Q2: 32,310 shares 32,310 $1.18M 0.07% +26,215 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,217 shares; 2024Q4: 23,139 shares; 2025Q1: 24,175 shares; 2025Q2: 35,658 shares; 2025Q3: 54,712 shares; 2025Q4: 55,838 shares; 2026Q1: 119,838 shares; 2026Q2: 61,213 shares 61,213 $1.17M 0.07% -58,625 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 46,265 shares 46,265 $1.16M 0.07% new Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,316 shares; 2025Q3: 2,378 shares; 2025Q4: 3,359 shares; 2026Q1: 13,635 shares; 2026Q2: 9,162 shares 9,162 $1.16M 0.07% -4,473 Timeline EWW ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,406 shares 15,406 $1.16M 0.07% new 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: not reported; 2024Q4: not reported; 2025Q1: 4,508 shares; 2025Q2: not reported; 2025Q3: 4,523 shares; 2025Q4: 4,315 shares; 2026Q1: 37,129 shares; 2026Q2: 19,423 shares 19,423 $1.16M 0.07% -17,706 Timeline IXJ 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: 11,781 shares 11,781 $1.16M 0.07% new Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; 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: 1,311 shares; 2026Q2: 2,966 shares 2,966 $1.15M 0.07% +1,655 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,946 shares; 2024Q4: 23,183 shares; 2025Q1: 25,122 shares; 2025Q2: 29,967 shares; 2025Q3: 29,728 shares; 2025Q4: 17,243 shares; 2026Q1: 54,766 shares; 2026Q2: 5,209 shares 5,209 $1.14M 0.07% -49,557 Timeline JPIB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,128 shares; 2026Q2: 23,576 shares 23,576 $1.14M 0.07% -1,552 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,355 shares; 2024Q4: 4,988 shares; 2025Q1: 5,945 shares; 2025Q2: 6,011 shares; 2025Q3: 6,002 shares; 2025Q4: 9,817 shares; 2026Q1: 29,847 shares; 2026Q2: 14,107 shares 14,107 $1.13M 0.07% -15,740 Timeline IEUR 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: 13,342 shares; 2026Q2: 14,983 shares 14,983 $1.13M 0.07% +1,641 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,874 shares; 2025Q2: 3,608 shares; 2025Q3: 3,865 shares; 2025Q4: 4,220 shares; 2026Q1: 20,618 shares; 2026Q2: 13,642 shares 13,642 $1.11M 0.07% -6,976 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,864 shares; 2024Q4: 2,855 shares; 2025Q1: 2,855 shares; 2025Q2: 2,635 shares; 2025Q3: 2,635 shares; 2025Q4: 2,641 shares; 2026Q1: 4,865 shares; 2026Q2: 2,508 shares 2,508 $1.08M 0.06% -2,357 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,853 shares; 2026Q2: 9,888 shares 9,888 $1.08M 0.06% -965 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,523 shares; 2024Q4: 13,576 shares; 2025Q1: 13,476 shares; 2025Q2: 13,350 shares; 2025Q3: 13,250 shares; 2025Q4: 10,908 shares; 2026Q1: 23,144 shares; 2026Q2: 12,307 shares 12,307 $1.08M 0.06% -10,837 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,308 shares 5,308 $1.07M 0.06% new Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,668 shares; 2025Q4: 9,200 shares; 2026Q1: 19,930 shares; 2026Q2: 9,943 shares 9,943 $1.07M 0.06% -9,987 Timeline LGLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,710 shares; 2025Q3: 4,806 shares; 2025Q4: 5,605 shares; 2026Q1: 11,312 shares; 2026Q2: 5,760 shares 5,760 $1.05M 0.06% -5,552 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,072 shares; 2025Q3: 1,456 shares; 2025Q4: 1,380 shares; 2026Q1: 5,000 shares; 2026Q2: 3,470 shares 3,470 $1.04M 0.06% -1,530 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,442 shares; 2026Q2: 1,061 shares 1,061 $1.04M 0.06% -381 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,720 shares; 2026Q2: 1,992 shares 1,992 $1.03M 0.06% -728 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL 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: 3,684 shares; 2026Q2: 4,256 shares 4,256 $1.03M 0.06% +572 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,669 shares; 2024Q4: 2,226 shares; 2025Q1: 2,558 shares; 2025Q2: 2,592 shares; 2025Q3: 4,488 shares; 2025Q4: 4,937 shares; 2026Q1: 14,462 shares; 2026Q2: 7,228 shares 7,228 $1.03M 0.06% -7,234 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,768 shares; 2024Q4: 22,403 shares; 2025Q1: 26,684 shares; 2025Q2: 24,832 shares; 2025Q3: 22,082 shares; 2025Q4: 23,146 shares; 2026Q1: 42,516 shares; 2026Q2: 22,334 shares 22,334 $1.02M 0.06% -20,182 Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,309 shares; 2024Q4: 9,757 shares; 2025Q1: 9,821 shares; 2025Q2: 9,321 shares; 2025Q3: 10,968 shares; 2025Q4: 10,698 shares; 2026Q1: 22,223 shares; 2026Q2: 10,863 shares 10,863 $1.01M 0.06% -11,360 Timeline LRGE LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,284 shares; 2026Q2: 11,794 shares 11,794 $1.01M 0.06% +8,510 Timeline FTHI 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: 10,262 shares; 2025Q1: 10,262 shares; 2025Q2: 10,262 shares; 2025Q3: 11,546 shares; 2025Q4: 19,856 shares; 2026Q1: 60,484 shares; 2026Q2: 42,030 shares 42,030 $1M 0.06% -18,454 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,209 shares; 2025Q3: 3,858 shares; 2025Q4: 5,208 shares; 2026Q1: 19,632 shares; 2026Q2: 12,106 shares 12,106 $1M 0.06% -7,526 Timeline JIVE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,090 shares; 2025Q3: 5,937 shares; 2025Q4: 6,697 shares; 2026Q1: 18,864 shares; 2026Q2: 10,826 shares 10,826 $996K 0.06% -8,038 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP 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: 1,164 shares; 2026Q2: 1,194 shares 1,194 $991K 0.06% +30 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,771 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,501 shares; 2025Q3: 2,141 shares; 2025Q4: 3,586 shares; 2026Q1: 10,973 shares; 2026Q2: 6,026 shares 6,026 $986K 0.06% -4,947 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,273 shares; 2026Q1: 34,171 shares; 2026Q2: 20,642 shares 20,642 $979K 0.06% -13,529 Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,232 shares; 2024Q4: 9,358 shares; 2025Q1: 2,979 shares; 2025Q2: 3,273 shares; 2025Q3: 2,930 shares; 2025Q4: 2,791 shares; 2026Q1: 5,875 shares; 2026Q2: 7,992 shares 7,992 $978K 0.06% +2,117 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: not reported; 2024Q4: 322 shares; 2025Q1: 496 shares; 2025Q2: 550 shares; 2025Q3: 594 shares; 2025Q4: 6,590 shares; 2026Q1: 22,063 shares; 2026Q2: 13,642 shares 13,642 $974K 0.06% -8,421 Timeline EDOW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,953 shares; 2024Q4: 10,978 shares; 2025Q1: 9,385 shares; 2025Q2: 10,319 shares; 2025Q3: 10,026 shares; 2025Q4: 9,426 shares; 2026Q1: 38,606 shares; 2026Q2: 21,996 shares 21,996 $970K 0.06% -16,610 Timeline FTQI 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: 12,206 shares; 2026Q1: 54,486 shares; 2026Q2: 43,897 shares 43,897 $970K 0.06% -10,589 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,516 shares; 2024Q4: 2,839 shares; 2025Q1: 2,853 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,126 shares; 2026Q2: 8,879 shares 8,879 $968K 0.06% -247 Timeline IWX 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: 11,891 shares; 2026Q2: 9,200 shares 9,200 $967K 0.06% -2,691 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,206 shares; 2026Q1: 10,836 shares; 2026Q2: 9,931 shares 9,931 $957K 0.06% -905 Timeline RPV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,664 shares; 2024Q4: 7,702 shares; 2025Q1: 7,730 shares; 2025Q2: 7,613 shares; 2025Q3: 7,578 shares; 2025Q4: 7,588 shares; 2026Q1: 25,863 shares; 2026Q2: 8,361 shares 8,361 $952K 0.06% -17,502 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,411 shares; 2026Q1: 16,207 shares; 2026Q2: 12,790 shares 12,790 $951K 0.06% -3,417 Timeline BUFT 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: 30,139 shares; 2024Q4: 28,332 shares; 2025Q1: 24,892 shares; 2025Q2: 23,452 shares; 2025Q3: 31,685 shares; 2025Q4: 30,870 shares; 2026Q1: 69,219 shares; 2026Q2: 36,686 shares 36,686 $950K 0.06% -32,533 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: 5,550 shares 5,550 $948K 0.06% new Timeline BUFG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,770 shares; 2024Q4: 25,705 shares; 2025Q1: 23,228 shares; 2025Q2: 20,948 shares; 2025Q3: 28,142 shares; 2025Q4: 27,340 shares; 2026Q1: 61,226 shares; 2026Q2: 31,981 shares 31,981 $938K 0.06% -29,245 Timeline CLS CELESTICA INC More: the full row for CELESTICA 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: 763 shares; 2026Q1: 3,600 shares; 2026Q2: 2,560 shares 2,560 $934K 0.06% -1,040 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 808 shares; 2025Q2: 1,153 shares; 2025Q3: 1,177 shares; 2025Q4: 1,334 shares; 2026Q1: 4,323 shares; 2026Q2: 2,558 shares 2,558 $926K 0.06% -1,765 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: 3,579 shares; 2024Q4: 3,650 shares; 2025Q1: 3,921 shares; 2025Q2: 4,209 shares; 2025Q3: 4,054 shares; 2025Q4: 4,073 shares; 2026Q1: 10,298 shares; 2026Q2: 7,305 shares 7,305 $923K 0.06% -2,993 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,808 shares; 2024Q4: 4,866 shares; 2025Q1: 5,128 shares; 2025Q2: 5,357 shares; 2025Q3: not reported; 2025Q4: 3,541 shares; 2026Q1: 22,452 shares; 2026Q2: 11,826 shares 11,826 $921K 0.06% -10,626 Timeline AGGY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,861 shares; 2024Q4: 10,911 shares; 2025Q1: 12,694 shares; 2025Q2: 13,748 shares; 2025Q3: 18,492 shares; 2025Q4: 19,846 shares; 2026Q1: 43,577 shares; 2026Q2: 21,061 shares 21,061 $916K 0.05% -22,516 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,539 shares; 2024Q4: 25,417 shares; 2025Q1: 55,812 shares; 2025Q2: 55,243 shares; 2025Q3: 62,897 shares; 2025Q4: 10,170 shares; 2026Q1: 32,684 shares; 2026Q2: 18,204 shares 18,204 $914K 0.05% -14,480 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,799 shares; 2026Q2: 2,110 shares 2,110 $914K 0.05% -1,689 Timeline FDD 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: 12,905 shares; 2024Q4: 17,124 shares; 2025Q1: 22,001 shares; 2025Q2: 28,588 shares; 2025Q3: 38,920 shares; 2025Q4: 39,025 shares; 2026Q1: 93,912 shares; 2026Q2: 49,148 shares 49,148 $912K 0.05% -44,764 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,676 shares; 2026Q2: 12,701 shares 12,701 $908K 0.05% -12,975 Timeline FTXO 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: 29,536 shares; 2025Q2: 28,750 shares; 2025Q3: 29,465 shares; 2025Q4: 33,103 shares; 2026Q1: 37,962 shares; 2026Q2: 21,947 shares 21,947 $907K 0.05% -16,015 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,724 shares; 2025Q4: 29,226 shares; 2026Q1: 60,414 shares; 2026Q2: 30,008 shares 30,008 $906K 0.05% -30,406 Timeline CGSM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,513 shares; 2025Q3: 11,037 shares; 2025Q4: 25,607 shares; 2026Q1: 64,441 shares; 2026Q2: 34,328 shares 34,328 $906K 0.05% -30,113 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,978 shares; 2026Q2: 15,435 shares 15,435 $898K 0.05% +2,457 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,740 shares; 2025Q3: 6,051 shares; 2025Q4: 6,636 shares; 2026Q1: 31,884 shares; 2026Q2: 9,492 shares 9,492 $898K 0.05% -22,392 Timeline IBIE 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: 34,080 shares 34,080 $896K 0.05% new Timeline CGHY CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 35,326 shares 35,326 $895K 0.05% new Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS 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: 7,730 shares; 2026Q2: 6,601 shares 6,601 $894K 0.05% -1,129 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,225 shares; 2024Q4: 3,753 shares; 2025Q1: 3,646 shares; 2025Q2: 3,805 shares; 2025Q3: 3,458 shares; 2025Q4: 4,780 shares; 2026Q1: 9,474 shares; 2026Q2: 5,048 shares 5,048 $892K 0.05% -4,426 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,025 shares; 2026Q1: 27,580 shares; 2026Q2: 12,855 shares 12,855 $869K 0.05% -14,725 Timeline FYT 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: 11,257 shares; 2024Q4: 11,703 shares; 2025Q1: 12,094 shares; 2025Q2: 11,107 shares; 2025Q3: 12,026 shares; 2025Q4: 12,141 shares; 2026Q1: 24,628 shares; 2026Q2: 12,397 shares 12,397 $865K 0.05% -12,231 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,106 shares; 2025Q1: not reported; 2025Q2: 1,542 shares; 2025Q3: 1,499 shares; 2025Q4: 1,931 shares; 2026Q1: 4,819 shares; 2026Q2: 2,525 shares 2,525 $861K 0.05% -2,294 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,225 shares; 2026Q2: 6,273 shares 6,273 $853K 0.05% +48 Timeline RMM RIVERNORTH MANAGED DUR MUN I More: the full row for RIVERNORTH MANAGED DUR MUN 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: 40,035 shares; 2025Q4: 42,035 shares; 2026Q1: 115,380 shares; 2026Q2: 57,670 shares 57,670 $853K 0.05% -57,710 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; 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: 9,769 shares; 2026Q2: 7,006 shares 7,006 $851K 0.05% -2,763 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,481 shares; 2024Q4: 7,956 shares; 2025Q1: 7,980 shares; 2025Q2: 7,478 shares; 2025Q3: 7,414 shares; 2025Q4: 7,680 shares; 2026Q1: 15,328 shares; 2026Q2: 7,879 shares 7,879 $844K 0.05% -7,449 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,361 shares; 2024Q4: 4,113 shares; 2025Q1: 4,114 shares; 2025Q2: 4,207 shares; 2025Q3: 4,064 shares; 2025Q4: 4,551 shares; 2026Q1: 14,834 shares; 2026Q2: 10,720 shares 10,720 $831K 0.05% -4,114 Timeline FSIG 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: 30,319 shares; 2024Q4: 29,648 shares; 2025Q1: 29,563 shares; 2025Q2: 24,856 shares; 2025Q3: 23,330 shares; 2025Q4: 22,720 shares; 2026Q1: 56,847 shares; 2026Q2: 44,068 shares 44,068 $831K 0.05% -12,779 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,029 shares; 2026Q1: 6,204 shares; 2026Q2: 3,246 shares 3,246 $830K 0.05% -2,958 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS 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: 15,223 shares; 2026Q2: 15,242 shares 15,242 $829K 0.05% +19 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: 2,077 shares; 2024Q4: 2,335 shares; 2025Q1: 2,391 shares; 2025Q2: 2,556 shares; 2025Q3: 2,782 shares; 2025Q4: 2,926 shares; 2026Q1: 8,670 shares; 2026Q2: 4,475 shares 4,475 $827K 0.05% -4,195 Timeline RMI RIVERNORTH OPPORTUNISTIC MUN More: the full row for RIVERNORTH OPPORTUNISTIC MUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 42,067 shares; 2025Q4: 42,085 shares; 2026Q1: 106,236 shares; 2026Q2: 53,143 shares 53,143 $823K 0.05% -53,093 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,325 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,666 shares; 2026Q2: 4,766 shares 4,766 $821K 0.05% -900 Timeline PICK ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,089 shares 14,089 $819K 0.05% new Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,424 shares; 2026Q2: 4,821 shares 4,821 $819K 0.05% -603 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,821 shares; 2026Q2: 2,049 shares 2,049 $814K 0.05% +228 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,451 shares; 2026Q2: 7,778 shares 7,778 $809K 0.05% -2,673 Timeline FICS FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,556 shares; 2024Q4: 19,702 shares; 2025Q1: 19,920 shares; 2025Q2: 19,653 shares; 2025Q3: 20,452 shares; 2025Q4: 20,524 shares; 2026Q1: 41,850 shares; 2026Q2: 19,354 shares 19,354 $809K 0.05% -22,496 Timeline EWU 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: 17,508 shares 17,508 $808K 0.05% 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: not reported; 2024Q4: 5,358 shares; 2025Q1: 6,016 shares; 2025Q2: 6,127 shares; 2025Q3: 6,467 shares; 2025Q4: 7,159 shares; 2026Q1: 19,654 shares; 2026Q2: 3,244 shares 3,244 $804K 0.05% -16,410 Timeline QGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,276 shares; 2025Q1: 4,580 shares; 2025Q2: 6,672 shares; 2025Q3: 9,899 shares; 2025Q4: 11,775 shares; 2026Q1: 22,248 shares; 2026Q2: 12,134 shares 12,134 $801K 0.05% -10,114 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,350 shares; 2025Q4: 6,183 shares; 2026Q1: 12,908 shares; 2026Q2: 7,807 shares 7,807 $798K 0.05% -5,101 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON 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: 19,765 shares; 2026Q2: 23,401 shares 23,401 $794K 0.05% +3,636 Timeline NRG NRG ENERGY INC More: the full row for NRG 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: 5,156 shares; 2026Q2: 5,417 shares 5,417 $791K 0.05% +261 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: 832 shares; 2024Q4: 1,083 shares; 2025Q1: 1,288 shares; 2025Q2: 1,044 shares; 2025Q3: 1,439 shares; 2025Q4: 1,450 shares; 2026Q1: 3,331 shares; 2026Q2: 1,848 shares 1,848 $788K 0.05% -1,483 Timeline EVSM MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,637 shares; 2026Q1: 28,392 shares; 2026Q2: 15,617 shares 15,617 $786K 0.05% -12,775 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,656 shares; 2025Q3: 2,002 shares; 2025Q4: 2,193 shares; 2026Q1: 23,995 shares; 2026Q2: 8,564 shares 8,564 $777K 0.05% -15,431 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,190 shares; 2026Q1: 18,192 shares; 2026Q2: 14,445 shares 14,445 $773K 0.05% -3,747 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,282 shares; 2026Q1: 17,228 shares; 2026Q2: 13,447 shares 13,447 $764K 0.05% -3,781 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: 5,208 shares; 2024Q4: 5,226 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,014 shares; 2026Q1: 11,200 shares; 2026Q2: 8,697 shares 8,697 $763K 0.05% -2,503 Timeline SHV 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: 6,425 shares; 2026Q2: 6,898 shares 6,898 $761K 0.05% +473 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,644 shares; 2026Q2: 2,693 shares 2,693 $757K 0.05% +1,049 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: 2,815 shares; 2024Q4: 2,950 shares; 2025Q1: 3,092 shares; 2025Q2: 2,868 shares; 2025Q3: 3,468 shares; 2025Q4: 3,351 shares; 2026Q1: 11,839 shares; 2026Q2: 7,824 shares 7,824 $753K 0.05% -4,015 Timeline SPMB 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: 11,904 shares; 2025Q4: 11,329 shares; 2026Q1: 30,701 shares; 2026Q2: 33,745 shares 33,745 $753K 0.05% +3,044 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: 987 shares; 2026Q2: 1,172 shares 1,172 $749K 0.04% +185 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 682 shares; 2025Q3: 682 shares; 2025Q4: 824 shares; 2026Q1: 4,914 shares; 2026Q2: 3,007 shares 3,007 $747K 0.04% -1,907 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; 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: 3,434 shares; 2026Q2: 2,338 shares 2,338 $743K 0.04% -1,096 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,956 shares; 2026Q2: 13,144 shares 13,144 $741K 0.04% +188 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,686 shares; 2025Q2: 9,335 shares; 2025Q3: 10,514 shares; 2025Q4: 22,799 shares; 2026Q1: 86,139 shares; 2026Q2: 31,692 shares 31,692 $734K 0.04% -54,447 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,932 shares; 2026Q2: 6,754 shares 6,754 $728K 0.04% -178 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,121 shares; 2024Q4: 1,122 shares; 2025Q1: 1,123 shares; 2025Q2: 1,132 shares; 2025Q3: 1,136 shares; 2025Q4: 1,331 shares; 2026Q1: 2,834 shares; 2026Q2: 1,424 shares 1,424 $726K 0.04% -1,410 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 54,510 shares; 2026Q2: 52,442 shares 52,442 $724K 0.04% -2,068 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 876 shares; 2024Q4: not reported; 2025Q1: 876 shares; 2025Q2: 875 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,557 shares; 2026Q2: 2,659 shares 2,659 $723K 0.04% +102 Timeline BUFZ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,321 shares; 2026Q1: 50,496 shares; 2026Q2: 25,895 shares 25,895 $723K 0.04% -24,601 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,259 shares; 2026Q2: 2,085 shares 2,085 $718K 0.04% -174 Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA 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: 11,774 shares; 2026Q2: 12,599 shares 12,599 $706K 0.04% +825 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,138 shares; 2026Q2: 4,373 shares 4,373 $703K 0.04% +235 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,401 shares; 2026Q2: 2,232 shares 2,232 $703K 0.04% -169 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,404 shares; 2026Q2: 6,359 shares 6,359 $702K 0.04% -2,045 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,299 shares; 2024Q4: 4,427 shares; 2025Q1: 3,348 shares; 2025Q2: 3,383 shares; 2025Q3: 3,351 shares; 2025Q4: 3,162 shares; 2026Q1: 6,094 shares; 2026Q2: 3,212 shares 3,212 $698K 0.04% -2,882 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 347 shares; 2026Q1: 1,678 shares; 2026Q2: 1,385 shares 1,385 $694K 0.04% -293 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,038 shares; 2026Q2: 12,033 shares 12,033 $694K 0.04% +3,995 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,451 shares; 2025Q3: 1,754 shares; 2025Q4: 1,870 shares; 2026Q1: 2,814 shares; 2026Q2: 8,343 shares 8,343 $689K 0.04% +5,529 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,370 shares; 2024Q4: 2,470 shares; 2025Q1: 3,220 shares; 2025Q2: 3,643 shares; 2025Q3: 3,768 shares; 2025Q4: 3,945 shares; 2026Q1: 10,335 shares; 2026Q2: 5,027 shares 5,027 $688K 0.04% -5,308 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP 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: 28,492 shares; 2026Q2: 29,009 shares 29,009 $684K 0.04% +517 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP 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: 10,428 shares; 2026Q2: 9,710 shares 9,710 $680K 0.04% -718 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,872 shares; 2024Q4: 7,666 shares; 2025Q1: 7,523 shares; 2025Q2: 9,337 shares; 2025Q3: 11,656 shares; 2025Q4: 11,513 shares; 2026Q1: 25,294 shares; 2026Q2: 12,638 shares 12,638 $680K 0.04% -12,656 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; 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: 3,563 shares; 2026Q2: 3,284 shares 3,284 $680K 0.04% -279 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,589 shares; 2026Q2: 3,686 shares 3,686 $678K 0.04% -903 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,157 shares; 2024Q4: not reported; 2025Q1: 5,207 shares; 2025Q2: 6,241 shares; 2025Q3: 5,883 shares; 2025Q4: 6,896 shares; 2026Q1: 22,705 shares; 2026Q2: 14,556 shares 14,556 $677K 0.04% -8,149 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 203 shares; 2025Q1: not reported; 2025Q2: 265 shares; 2025Q3: 266 shares; 2025Q4: 322 shares; 2026Q1: 1,192 shares; 2026Q2: 703 shares 703 $676K 0.04% -489 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,936 shares 4,936 $674K 0.04% new 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: not reported; 2026Q1: not reported; 2026Q2: 17,137 shares 17,137 $673K 0.04% new Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,000 shares; 2025Q3: 15,565 shares; 2025Q4: 17,932 shares; 2026Q1: 69,150 shares; 2026Q2: 35,451 shares 35,451 $669K 0.04% -33,699 Timeline FTSD FRANKLIN ETF TR More: the full row for FRANKLIN 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: 3,010 shares; 2025Q4: 4,270 shares; 2026Q1: 14,476 shares; 2026Q2: 7,347 shares 7,347 $665K 0.04% -7,129 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,000 shares; 2026Q2: 9,517 shares 9,517 $661K 0.04% +4,517 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,474 shares; 2026Q2: 10,475 shares 10,475 $659K 0.04% -999 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,858 shares; 2025Q1: 5,524 shares; 2025Q2: 5,524 shares; 2025Q3: 5,524 shares; 2025Q4: 6,434 shares; 2026Q1: 14,798 shares; 2026Q2: 7,533 shares 7,533 $655K 0.04% -7,265 Timeline LGOV 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: 55,812 shares; 2024Q4: 54,625 shares; 2025Q1: 61,203 shares; 2025Q2: 16,662 shares; 2025Q3: 14,853 shares; 2025Q4: 14,212 shares; 2026Q1: 33,260 shares; 2026Q2: 30,598 shares 30,598 $655K 0.04% -2,662 Timeline MMTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,200 shares; 2024Q4: 3,462 shares; 2025Q1: 3,643 shares; 2025Q2: 3,403 shares; 2025Q3: 3,175 shares; 2025Q4: 3,009 shares; 2026Q1: 4,280 shares; 2026Q2: 2,085 shares 2,085 $652K 0.04% -2,195 Timeline GCC WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 47,440 shares; 2026Q2: 28,636 shares 28,636 $649K 0.04% -18,804 Timeline CLIP 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: 7,982 shares; 2024Q4: 8,282 shares; 2025Q1: 8,012 shares; 2025Q2: 7,012 shares; 2025Q3: 8,205 shares; 2025Q4: 8,020 shares; 2026Q1: 13,382 shares; 2026Q2: 6,457 shares 6,457 $648K 0.04% -6,925 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,262 shares; 2026Q2: 24,106 shares 24,106 $647K 0.04% +8,844 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: 6,710 shares; 2024Q4: 8,409 shares; 2025Q1: not reported; 2025Q2: 2,841 shares; 2025Q3: 2,845 shares; 2025Q4: 3,150 shares; 2026Q1: 20,896 shares; 2026Q2: 7,485 shares 7,485 $647K 0.04% -13,411 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT 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: 752 shares; 2026Q2: 850 shares 850 $644K 0.04% +98 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: 6,776 shares; 2026Q1: 14,868 shares; 2026Q2: 8,586 shares 8,586 $643K 0.04% -6,282 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 758 shares; 2025Q3: 811 shares; 2025Q4: 1,246 shares; 2026Q1: 6,422 shares; 2026Q2: 1,867 shares 1,867 $642K 0.04% -4,555 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,670 shares; 2026Q2: 2,499 shares 2,499 $638K 0.04% -2,171 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; 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: 982 shares; 2026Q2: 1,134 shares 1,134 $637K 0.04% +152 Timeline GAL 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,068 shares; 2026Q1: 22,370 shares; 2026Q2: 11,945 shares 11,945 $631K 0.04% -10,425 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 684 shares; 2026Q1: 3,184 shares; 2026Q2: 1,541 shares 1,541 $631K 0.04% -1,643 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,535 shares; 2026Q2: 6,503 shares 6,503 $625K 0.04% -1,032 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,025 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,140 shares; 2026Q2: 6,291 shares 6,291 $625K 0.04% +3,151 Timeline PRF 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: 21,942 shares; 2025Q3: 19,630 shares; 2025Q4: 19,124 shares; 2026Q1: 34,636 shares; 2026Q2: 11,528 shares 11,528 $623K 0.04% -23,108 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,553 shares; 2026Q2: 1,717 shares 1,717 $608K 0.04% +164 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; 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: 5,614 shares 5,614 $608K 0.04% new Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,900 shares; 2024Q4: 4,312 shares; 2025Q1: 5,783 shares; 2025Q2: 4,220 shares; 2025Q3: not reported; 2025Q4: 5,103 shares; 2026Q1: 16,250 shares; 2026Q2: 8,727 shares 8,727 $606K 0.04% -7,523 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,893 shares 12,893 $605K 0.04% new Timeline JGRO 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: 3,508 shares; 2024Q4: 5,067 shares; 2025Q1: 7,556 shares; 2025Q2: 8,410 shares; 2025Q3: 7,323 shares; 2025Q4: 9,461 shares; 2026Q1: 16,514 shares; 2026Q2: 6,137 shares 6,137 $605K 0.04% -10,377 Timeline IYM 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: 3,329 shares 3,329 $598K 0.04% new Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,208 shares; 2024Q4: 4,233 shares; 2025Q1: 4,150 shares; 2025Q2: 4,083 shares; 2025Q3: 3,746 shares; 2025Q4: 3,701 shares; 2026Q1: 7,342 shares; 2026Q2: 3,533 shares 3,533 $595K 0.04% -3,809 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: 10,859 shares; 2024Q4: 13,819 shares; 2025Q1: 17,856 shares; 2025Q2: 14,368 shares; 2025Q3: 10,178 shares; 2025Q4: 11,582 shares; 2026Q1: 27,791 shares; 2026Q2: 9,565 shares 9,565 $595K 0.04% -18,226 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,493 shares; 2026Q1: 4,776 shares; 2026Q2: 2,420 shares 2,420 $594K 0.04% -2,356 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP 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: 3,448 shares; 2026Q2: 3,685 shares 3,685 $591K 0.04% +237 Timeline AEE AMEREN CORP More: the full row for AMEREN 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: 5,848 shares; 2026Q2: 5,224 shares 5,224 $591K 0.04% -624 Timeline ASHR DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,255 shares; 2026Q2: 16,079 shares 16,079 $589K 0.04% -1,176 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,580 shares; 2025Q4: 7,420 shares; 2026Q1: 3,470 shares; 2026Q2: 2,417 shares 2,417 $586K 0.04% -1,053 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON 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: 7,868 shares; 2026Q2: 5,293 shares 5,293 $586K 0.04% -2,575 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,165 shares; 2024Q4: 12,355 shares; 2025Q1: 11,078 shares; 2025Q2: 10,878 shares; 2025Q3: 10,380 shares; 2025Q4: 11,895 shares; 2026Q1: 24,734 shares; 2026Q2: 11,647 shares 11,647 $584K 0.04% -13,087 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR 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: 2,162 shares; 2026Q2: 3,349 shares 3,349 $582K 0.03% +1,187 Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,494 shares; 2024Q4: 8,504 shares; 2025Q1: 9,894 shares; 2025Q2: not reported; 2025Q3: 9,181 shares; 2025Q4: 13,383 shares; 2026Q1: 33,471 shares; 2026Q2: 22,525 shares 22,525 $580K 0.03% -10,946 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,846 shares; 2026Q1: 9,794 shares; 2026Q2: 5,654 shares 5,654 $575K 0.03% -4,140 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,779 shares; 2026Q2: 3,355 shares 3,355 $571K 0.03% -424 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM 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: 981 shares; 2026Q2: 656 shares 656 $563K 0.03% -325 Timeline XSD 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: 1,019 shares; 2024Q4: 1,027 shares; 2025Q1: 1,043 shares; 2025Q2: 1,043 shares; 2025Q3: 951 shares; 2025Q4: 951 shares; 2026Q1: 1,794 shares; 2026Q2: 897 shares 897 $559K 0.03% -897 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: 3,229 shares; 2026Q2: 2,772 shares 2,772 $559K 0.03% -457 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,644 shares; 2024Q4: 4,018 shares; 2025Q1: 3,704 shares; 2025Q2: 3,704 shares; 2025Q3: 3,646 shares; 2025Q4: 3,092 shares; 2026Q1: 7,809 shares; 2026Q2: 20,384 shares 20,384 $559K 0.03% +12,575 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 74 shares; 2025Q3: 88 shares; 2025Q4: 83 shares; 2026Q1: 220 shares; 2026Q2: 3,101 shares 3,101 $553K 0.03% +2,881 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,996 shares; 2025Q3: 3,021 shares; 2025Q4: 3,056 shares; 2026Q1: 6,470 shares; 2026Q2: 3,354 shares 3,354 $552K 0.03% -3,116 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,263 shares; 2026Q2: 17,239 shares 17,239 $551K 0.03% -10,024 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,847 shares; 2024Q4: 1,643 shares; 2025Q1: 1,517 shares; 2025Q2: 1,232 shares; 2025Q3: 1,287 shares; 2025Q4: 1,993 shares; 2026Q1: 3,850 shares; 2026Q2: 1,928 shares 1,928 $547K 0.03% -1,922 Timeline SPHY 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: 24,437 shares; 2026Q2: 23,311 shares 23,311 $546K 0.03% -1,126 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,757 shares; 2026Q2: 5,938 shares 5,938 $542K 0.03% -2,819 Timeline WTAI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,246 shares; 2026Q1: 23,102 shares; 2026Q2: 11,362 shares 11,362 $539K 0.03% -11,740 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM 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: 28,489 shares; 2026Q2: 23,483 shares 23,483 $534K 0.03% -5,006 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,505 shares; 2026Q1: 23,981 shares; 2026Q2: 11,588 shares 11,588 $530K 0.03% -12,393 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; 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: 3,343 shares; 2026Q2: 4,926 shares 4,926 $526K 0.03% +1,583 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,069 shares; 2026Q2: 5,631 shares 5,631 $525K 0.03% +562 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; 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: 9,564 shares; 2026Q2: 7,017 shares 7,017 $522K 0.03% -2,547 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: 3,854 shares; 2025Q3: 4,282 shares; 2025Q4: 4,002 shares; 2026Q1: 10,485 shares; 2026Q2: 6,846 shares 6,846 $517K 0.03% -3,639 Timeline MUST COLUMBIA ETF TR I More: the full row for COLUMBIA ETF 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: 24,750 shares 24,750 $515K 0.03% new Timeline SHM 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: 5,703 shares; 2025Q4: 8,243 shares; 2026Q1: 18,216 shares; 2026Q2: 10,729 shares 10,729 $515K 0.03% -7,487 Timeline QLYS QUALYS INC More: the full row for QUALYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,535 shares; 2026Q2: 3,730 shares 3,730 $513K 0.03% +1,195 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,797 shares; 2026Q1: 8,206 shares; 2026Q2: 9,079 shares 9,079 $513K 0.03% +873 Timeline IAGG 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: 22,729 shares; 2025Q3: 25,010 shares; 2025Q4: 29,195 shares; 2026Q1: 104,499 shares; 2026Q2: 10,105 shares 10,105 $511K 0.03% -94,394 Timeline HYD 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: 6,475 shares; 2026Q2: 9,869 shares 9,869 $508K 0.03% +3,394 Timeline CSHI 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: 12,868 shares; 2026Q2: 10,200 shares 10,200 $508K 0.03% -2,668 Timeline IPAC 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: 6,052 shares; 2026Q2: 6,136 shares 6,136 $503K 0.03% +84 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE 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: 1,782 shares; 2026Q2: 2,660 shares 2,660 $501K 0.03% +878 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,498 shares; 2026Q2: 7,314 shares 7,314 $500K 0.03% -184 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; 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: 30,327 shares; 2026Q2: 19,956 shares 19,956 $500K 0.03% -10,371 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: not reported; 2025Q4: not reported; 2026Q1: 26,147 shares; 2026Q2: 24,178 shares 24,178 $492K 0.03% -1,969 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,649 shares; 2026Q1: 13,916 shares; 2026Q2: 4,733 shares 4,733 $492K 0.03% -9,183 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: 6,473 shares; 2024Q4: 6,437 shares; 2025Q1: 6,470 shares; 2025Q2: 6,466 shares; 2025Q3: 7,229 shares; 2025Q4: 7,271 shares; 2026Q1: 16,308 shares; 2026Q2: 7,665 shares 7,665 $489K 0.03% -8,643 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,527 shares; 2025Q4: not reported; 2026Q1: 5,010 shares; 2026Q2: 3,021 shares 3,021 $488K 0.03% -1,989 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,103 shares; 2024Q4: 13,114 shares; 2025Q1: 13,225 shares; 2025Q2: 10,324 shares; 2025Q3: 294,910 shares; 2025Q4: 285,091 shares; 2026Q1: 18,728 shares; 2026Q2: 9,304 shares 9,304 $482K 0.03% -9,424 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,100 shares; 2025Q4: 10,059 shares; 2026Q1: 43,591 shares; 2026Q2: 19,883 shares 19,883 $479K 0.03% -23,708 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,017 shares; 2026Q2: 3,783 shares 3,783 $478K 0.03% -234 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,533 shares; 2026Q2: 10,393 shares 10,393 $476K 0.03% -2,140 Timeline MINO PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,700 shares; 2026Q2: 10,400 shares 10,400 $476K 0.03% -4,300 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,269 shares; 2026Q2: 3,136 shares 3,136 $475K 0.03% -2,133 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,375 shares; 2024Q4: 6,225 shares; 2025Q1: 6,225 shares; 2025Q2: 6,075 shares; 2025Q3: 6,075 shares; 2025Q4: 6,075 shares; 2026Q1: 12,000 shares; 2026Q2: 6,997 shares 6,997 $474K 0.03% -5,003 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: 8,265 shares; 2024Q4: 8,032 shares; 2025Q1: 12,029 shares; 2025Q2: 13,766 shares; 2025Q3: 15,431 shares; 2025Q4: 18,138 shares; 2026Q1: 8,157 shares; 2026Q2: 4,903 shares 4,903 $473K 0.03% -3,254 Timeline SPBO 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: 15,820 shares; 2026Q2: 16,151 shares 16,151 $469K 0.03% +331 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,357 shares; 2026Q2: 13,793 shares 13,793 $467K 0.03% -1,564 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,297 shares; 2024Q4: 2,298 shares; 2025Q1: 2,322 shares; 2025Q2: 2,519 shares; 2025Q3: 2,593 shares; 2025Q4: 3,000 shares; 2026Q1: 7,411 shares; 2026Q2: 3,993 shares 3,993 $466K 0.03% -3,418 Timeline FDV FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,885 shares; 2025Q1: 10,894 shares; 2025Q2: 11,402 shares; 2025Q3: 11,134 shares; 2025Q4: 11,169 shares; 2026Q1: 28,596 shares; 2026Q2: 14,811 shares 14,811 $465K 0.03% -13,785 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,224 shares; 2026Q2: 1,153 shares 1,153 $463K 0.03% -71 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS 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: 4,412 shares 4,412 $462K 0.03% new Timeline VYMI 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: 4,983 shares; 2024Q4: 5,229 shares; 2025Q1: 5,383 shares; 2025Q2: 4,597 shares; 2025Q3: 4,589 shares; 2025Q4: 4,617 shares; 2026Q1: 9,517 shares; 2026Q2: 4,683 shares 4,683 $460K 0.03% -4,834 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; 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: 26,275 shares; 2026Q2: 13,255 shares 13,255 $459K 0.03% -13,020 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS 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: 7,122 shares; 2026Q2: 5,211 shares 5,211 $457K 0.03% -1,911 Timeline SCHY SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,391 shares 14,391 $457K 0.03% new Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER 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: 3,417 shares; 2026Q2: 3,831 shares 3,831 $456K 0.03% +414 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,820 shares; 2026Q2: 18,562 shares 18,562 $456K 0.03% -8,258 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,273 shares; 2024Q4: 6,018 shares; 2025Q1: 7,971 shares; 2025Q2: 7,050 shares; 2025Q3: 2,692 shares; 2025Q4: not reported; 2026Q1: 12,238 shares; 2026Q2: 5,907 shares 5,907 $453K 0.03% -6,331 Timeline AIZ ASSURANT INC More: the full row for ASSURANT 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: 1,154 shares; 2026Q2: 1,682 shares 1,682 $452K 0.03% +528 Timeline VTEL VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,626 shares; 2026Q2: 4,310 shares 4,310 $452K 0.03% -2,316 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,966 shares; 2026Q2: 8,412 shares 8,412 $452K 0.03% +3,446 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,963 shares; 2026Q1: 7,858 shares; 2026Q2: 8,013 shares 8,013 $450K 0.03% +155 Timeline ROSC LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,864 shares; 2026Q1: 20,520 shares; 2026Q2: 8,023 shares 8,023 $449K 0.03% -12,497 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: 1,682 shares; 2026Q1: 3,457 shares; 2026Q2: 1,851 shares 1,851 $449K 0.03% -1,606 Timeline FMF 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: 25,877 shares; 2024Q4: 26,835 shares; 2025Q1: 33,405 shares; 2025Q2: 30,293 shares; 2025Q3: 30,262 shares; 2025Q4: 38,720 shares; 2026Q1: 84,933 shares; 2026Q2: 8,923 shares 8,923 $447K 0.03% -76,010 Timeline