VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 237,841 shares; 2025Q1: 239,212 shares; 2025Q2: 244,534 shares; 2025Q3: 264,631 shares; 2025Q4: 312,379 shares; 2026Q1: 347,448 shares; 2026Q2: 369,453 shares; 2026Q3: 390,223 shares 390,223 $27.6M 7.53% +20,770 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 40,487 shares; 2025Q1: 42,254 shares; 2025Q2: 43,276 shares; 2025Q3: 41,990 shares; 2025Q4: 41,267 shares; 2026Q1: 41,589 shares; 2026Q2: 252,268 shares; 2026Q3: 258,278 shares 258,278 $23.3M 6.37% +6,010 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 68,468 shares; 2025Q1: 76,362 shares; 2025Q2: 77,867 shares; 2025Q3: 81,931 shares; 2025Q4: 84,593 shares; 2026Q1: 85,522 shares; 2026Q2: 89,352 shares; 2026Q3: 92,761 shares 92,761 $20M 5.48% +3,409 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,615 shares; 2025Q1: 112,968 shares; 2025Q2: 129,507 shares; 2025Q3: 147,320 shares; 2025Q4: 168,758 shares; 2026Q1: 179,750 shares; 2026Q2: 182,052 shares; 2026Q3: 196,247 shares 196,247 $15.6M 4.28% +14,195 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 559,355 shares; 2025Q1: 530,752 shares; 2025Q2: 523,945 shares; 2025Q3: 493,182 shares; 2025Q4: 459,170 shares; 2026Q1: 458,707 shares; 2026Q2: 425,446 shares; 2026Q3: 431,700 shares 431,700 $15.5M 4.24% +6,254 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28,888 shares; 2025Q1: 30,885 shares; 2025Q2: 31,060 shares; 2025Q3: 34,451 shares; 2025Q4: 40,139 shares; 2026Q1: 41,902 shares; 2026Q2: 172,692 shares; 2026Q3: 181,060 shares 181,060 $14.2M 3.88% +8,368 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 387,915 shares; 2025Q1: 411,146 shares; 2025Q2: 404,450 shares; 2025Q3: 391,749 shares; 2025Q4: 385,600 shares; 2026Q1: 385,446 shares; 2026Q2: 368,785 shares; 2026Q3: 380,577 shares 380,577 $12.7M 3.47% +11,792 Timeline BSCT 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; 2024Q4: 662,776 shares; 2025Q1: 682,511 shares; 2025Q2: 688,453 shares; 2025Q3: 655,047 shares; 2025Q4: 658,780 shares; 2026Q1: 665,156 shares; 2026Q2: 659,467 shares; 2026Q3: 642,966 shares 642,966 $11.7M 3.2% -16,501 Timeline BSCW 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; 2024Q4: 480,301 shares; 2025Q1: 511,130 shares; 2025Q2: 522,333 shares; 2025Q3: 521,041 shares; 2025Q4: 549,097 shares; 2026Q1: 559,522 shares; 2026Q2: 571,677 shares; 2026Q3: 572,671 shares 572,671 $11.2M 3.07% +994 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,393 shares; 2026Q2: 29,207 shares; 2026Q3: 32,996 shares 32,996 $10.1M 2.75% +3,789 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 283,452 shares; 2025Q1: 284,366 shares; 2025Q2: 282,604 shares; 2025Q3: 305,915 shares; 2025Q4: 354,168 shares; 2026Q1: 362,180 shares; 2026Q2: 335,652 shares; 2026Q3: 358,399 shares 358,399 $9.85M 2.69% +22,747 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,406 shares; 2025Q1: 20,410 shares; 2025Q2: 20,949 shares; 2025Q3: 23,191 shares; 2025Q4: 24,507 shares; 2026Q1: 13,722 shares; 2026Q2: 12,939 shares; 2026Q3: 12,881 shares 12,881 $9.53M 2.61% -58 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; 2024Q4: 24,801 shares; 2025Q1: 26,726 shares; 2025Q2: 27,388 shares; 2025Q3: 28,308 shares; 2025Q4: 28,808 shares; 2026Q1: 29,373 shares; 2026Q2: 29,589 shares; 2026Q3: 31,053 shares 31,053 $8.83M 2.42% +1,464 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 200,020 shares; 2025Q1: 200,020 shares; 2025Q2: 200,020 shares; 2025Q3: 200,020 shares; 2025Q4: 200,020 shares; 2026Q1: 150,020 shares; 2026Q2: 150,020 shares; 2026Q3: 150,020 shares 150,020 $8.79M 2.4% 0 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 209,743 shares; 2025Q1: 218,833 shares; 2025Q2: 218,058 shares; 2025Q3: 219,946 shares; 2025Q4: 258,753 shares; 2026Q1: 257,031 shares; 2026Q2: 242,964 shares; 2026Q3: 252,073 shares 252,073 $8.58M 2.34% +9,109 Timeline BSCZ 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 49,148 shares; 2025Q4: 152,657 shares; 2026Q1: 198,853 shares; 2026Q2: 244,837 shares; 2026Q3: 365,218 shares 365,218 $7.02M 1.92% +120,381 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 250,115 shares; 2025Q1: 243,465 shares; 2025Q2: 247,663 shares; 2025Q3: 239,068 shares; 2025Q4: 236,864 shares; 2026Q1: 235,718 shares; 2026Q2: 221,813 shares; 2026Q3: 207,367 shares 207,367 $6.77M 1.85% -14,446 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 157,806 shares; 2025Q1: 156,306 shares; 2025Q2: 159,273 shares; 2025Q3: 156,676 shares; 2025Q4: 144,835 shares; 2026Q1: 144,492 shares; 2026Q2: 144,267 shares; 2026Q3: 143,248 shares 143,248 $6.19M 1.69% -1,019 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 114,914 shares; 2025Q1: 110,155 shares; 2025Q2: 107,229 shares; 2025Q3: 138,735 shares; 2025Q4: 140,333 shares; 2026Q1: 139,320 shares; 2026Q2: 131,965 shares; 2026Q3: 125,748 shares 125,748 $5.87M 1.6% -6,217 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 81,663 shares; 2025Q1: 115,576 shares; 2025Q2: 114,226 shares; 2025Q3: 107,755 shares; 2025Q4: 116,124 shares; 2026Q1: 116,719 shares; 2026Q2: 112,864 shares; 2026Q3: 105,701 shares 105,701 $4.98M 1.36% -7,163 Timeline BSCY 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; 2024Q4: 27,746 shares; 2025Q1: 164,705 shares; 2025Q2: 192,075 shares; 2025Q3: 204,092 shares; 2025Q4: 226,880 shares; 2026Q1: 237,746 shares; 2026Q2: 246,767 shares; 2026Q3: 254,104 shares 254,104 $4.96M 1.36% +7,337 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,504 shares; 2025Q1: 19,543 shares; 2025Q2: 19,881 shares; 2025Q3: 20,443 shares; 2025Q4: 20,444 shares; 2026Q1: 20,802 shares; 2026Q2: 20,862 shares; 2026Q3: 20,879 shares 20,879 $4.77M 1.3% +17 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,589 shares; 2025Q1: 16,175 shares; 2025Q2: 15,379 shares; 2025Q3: 15,128 shares; 2025Q4: 14,522 shares; 2026Q1: 14,432 shares; 2026Q2: 14,002 shares; 2026Q3: 14,099 shares 14,099 $4.7M 1.28% +97 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 32,013 shares; 2025Q1: 116,643 shares; 2025Q2: 112,619 shares; 2025Q3: 101,999 shares; 2025Q4: 111,257 shares; 2026Q1: 119,887 shares; 2026Q2: 114,952 shares; 2026Q3: 90,917 shares 90,917 $4.61M 1.26% -24,035 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 106,447 shares; 2025Q1: 101,324 shares; 2025Q2: 98,209 shares; 2025Q3: 95,339 shares; 2025Q4: 104,976 shares; 2026Q1: 102,834 shares; 2026Q2: 97,460 shares; 2026Q3: 91,107 shares 91,107 $4.16M 1.14% -6,353 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,471 shares; 2025Q1: 7,583 shares; 2025Q2: 7,247 shares; 2025Q3: 7,141 shares; 2025Q4: 6,816 shares; 2026Q1: 7,065 shares; 2026Q2: 7,098 shares; 2026Q3: 6,634 shares 6,634 $3.4M 0.93% -464 Timeline CSM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 66,931 shares; 2025Q1: 60,648 shares; 2025Q2: 54,366 shares; 2025Q3: 51,240 shares; 2025Q4: 47,664 shares; 2026Q1: 45,057 shares; 2026Q2: 43,670 shares; 2026Q3: 38,114 shares 38,114 $3.31M 0.9% -5,556 Timeline BSCS 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; 2024Q4: 115,807 shares; 2025Q1: 139,600 shares; 2025Q2: 147,905 shares; 2025Q3: 137,116 shares; 2025Q4: 141,798 shares; 2026Q1: 148,455 shares; 2026Q2: 147,367 shares; 2026Q3: 154,056 shares 154,056 $3.1M 0.85% +6,689 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 41,793 shares; 2025Q1: 38,794 shares; 2025Q2: 34,280 shares; 2025Q3: 34,058 shares; 2025Q4: 33,663 shares; 2026Q1: 31,664 shares; 2026Q2: 31,620 shares; 2026Q3: 31,720 shares 31,720 $3.1M 0.85% +100 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 37,559 shares; 2025Q1: 86,526 shares; 2025Q2: 87,762 shares; 2025Q3: 82,368 shares; 2025Q4: 76,103 shares; 2026Q1: 76,430 shares; 2026Q2: 70,645 shares; 2026Q3: 68,495 shares 68,495 $3.02M 0.82% -2,150 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; 2024Q4: 35,266 shares; 2025Q1: 34,055 shares; 2025Q2: 41,039 shares; 2025Q3: 44,652 shares; 2025Q4: 40,569 shares; 2026Q1: 43,674 shares; 2026Q2: 43,195 shares; 2026Q3: 46,151 shares 46,151 $2.83M 0.77% +2,956 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 53,777 shares; 2025Q1: 56,157 shares; 2025Q2: 63,632 shares; 2025Q3: 62,187 shares; 2025Q4: 57,618 shares; 2026Q1: 58,103 shares; 2026Q2: 58,218 shares; 2026Q3: 57,743 shares 57,743 $2.83M 0.77% -475 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,439 shares; 2025Q1: 8,517 shares; 2025Q2: 9,411 shares; 2025Q3: 9,710 shares; 2025Q4: 9,341 shares; 2026Q1: 9,776 shares; 2026Q2: 9,758 shares; 2026Q3: 10,420 shares 10,420 $2.6M 0.71% +662 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,929 shares; 2025Q1: 5,960 shares; 2025Q2: 6,071 shares; 2025Q3: 6,653 shares; 2025Q4: 6,714 shares; 2026Q1: 6,351 shares; 2026Q2: 6,364 shares; 2026Q3: 6,492 shares 6,492 $2.43M 0.66% +128 Timeline TXUE THORNBURG ETF TR More: the full row for THORNBURG ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 29,174 shares; 2026Q3: 69,414 shares 69,414 $2.41M 0.66% +40,240 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 43,750 shares; 2025Q1: 41,708 shares; 2025Q2: 39,018 shares; 2025Q3: 42,648 shares; 2025Q4: 40,767 shares; 2026Q1: 41,166 shares; 2026Q2: 39,142 shares; 2026Q3: 39,130 shares 39,130 $2.32M 0.63% -12 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 41,596 shares; 2025Q1: 45,628 shares; 2025Q2: 50,881 shares; 2025Q3: 55,295 shares; 2025Q4: 50,631 shares; 2026Q1: 49,627 shares; 2026Q2: 41,640 shares; 2026Q3: 40,167 shares 40,167 $2.26M 0.62% -1,473 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,882 shares; 2025Q1: 1,817 shares; 2025Q2: 1,842 shares; 2025Q3: 2,050 shares; 2025Q4: 2,050 shares; 2026Q1: 2,050 shares; 2026Q2: 16,400 shares; 2026Q3: 16,400 shares 16,400 $2.06M 0.56% 0 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,879 shares; 2025Q1: 2,161 shares; 2025Q2: 2,216 shares; 2025Q3: 2,196 shares; 2025Q4: 2,222 shares; 2026Q1: 2,372 shares; 2026Q2: 2,128 shares; 2026Q3: 2,802 shares 2,802 $1.96M 0.54% +674 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,135 shares; 2025Q1: 9,099 shares; 2025Q2: 8,922 shares; 2025Q3: 8,973 shares; 2025Q4: 5,793 shares; 2026Q1: 5,058 shares; 2026Q2: 5,068 shares; 2026Q3: 5,552 shares 5,552 $1.89M 0.52% +484 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28,183 shares; 2025Q1: 26,248 shares; 2025Q2: 26,044 shares; 2025Q3: 26,044 shares; 2025Q4: 45,454 shares; 2026Q1: 43,020 shares; 2026Q2: 38,661 shares; 2026Q3: 37,696 shares 37,696 $1.81M 0.49% -965 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,183 shares; 2025Q1: 8,619 shares; 2025Q2: 8,108 shares; 2025Q3: 8,100 shares; 2025Q4: 5,153 shares; 2026Q1: 5,153 shares; 2026Q2: 5,205 shares; 2026Q3: 5,208 shares 5,208 $1.79M 0.49% +3 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 158,543 shares; 2025Q1: 164,651 shares; 2025Q2: 165,193 shares; 2025Q3: 143,955 shares; 2025Q4: 131,914 shares; 2026Q1: 127,061 shares; 2026Q2: 126,426 shares; 2026Q3: 124,862 shares 124,862 $1.75M 0.48% -1,564 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,240 shares; 2025Q1: 4,253 shares; 2025Q2: 4,035 shares; 2025Q3: 3,922 shares; 2025Q4: 3,791 shares; 2026Q1: 3,791 shares; 2026Q2: 3,451 shares; 2026Q3: 3,511 shares 3,511 $1.75M 0.48% +60 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 186,334 shares; 2025Q1: 130,302 shares; 2025Q2: 130,531 shares; 2025Q3: 128,366 shares; 2025Q4: 112,148 shares; 2026Q1: 103,162 shares; 2026Q2: 101,248 shares; 2026Q3: 101,476 shares 101,476 $1.73M 0.47% +228 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,260 shares; 2025Q1: 7,112 shares; 2025Q2: 5,290 shares; 2025Q3: 5,254 shares; 2025Q4: 4,735 shares; 2026Q1: 4,765 shares; 2026Q2: 4,765 shares; 2026Q3: 4,765 shares 4,765 $1.68M 0.46% 0 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,168 shares; 2025Q1: 4,426 shares; 2025Q2: 4,577 shares; 2025Q3: 4,687 shares; 2025Q4: 4,633 shares; 2026Q1: 4,633 shares; 2026Q2: 4,730 shares; 2026Q3: 4,730 shares 4,730 $1.66M 0.45% 0 Timeline PMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 53,192 shares; 2025Q1: 47,085 shares; 2025Q2: 32,613 shares; 2025Q3: 32,558 shares; 2025Q4: 29,756 shares; 2026Q1: 29,756 shares; 2026Q2: 33,599 shares; 2026Q3: 33,599 shares 33,599 $1.42M 0.39% 0 Timeline IAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 43,495 shares; 2025Q4: 45,449 shares; 2026Q1: 44,379 shares; 2026Q2: 41,694 shares; 2026Q3: 46,554 shares 46,554 $1.41M 0.38% +4,860 Timeline IAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35,147 shares; 2025Q3: 36,842 shares; 2025Q4: 35,136 shares; 2026Q1: 35,136 shares; 2026Q2: 42,242 shares; 2026Q3: 40,702 shares 40,702 $1.36M 0.37% -1,540 Timeline PML PIMCO MUN INCOME FD II More: the full row for PIMCO MUN INCOME FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 65,994 shares; 2025Q1: 65,994 shares; 2025Q2: 47,975 shares; 2025Q3: 594,274 shares; 2025Q4: 243,515 shares; 2026Q1: 264,164 shares; 2026Q2: 204,956 shares; 2026Q3: 204,956 shares 204,956 $1.35M 0.37% 0 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 744,250 shares; 2025Q1: 692,082 shares; 2025Q2: 591,195 shares; 2025Q3: 543,270 shares; 2025Q4: 198,572 shares; 2026Q1: 198,572 shares; 2026Q2: 132,609 shares; 2026Q3: 132,609 shares 132,609 $1.34M 0.37% 0 Timeline INOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,191 shares; 2025Q1: 10,191 shares; 2025Q2: 10,191 shares; 2025Q3: 10,191 shares; 2025Q4: 37,416 shares; 2026Q1: 38,131 shares; 2026Q2: 37,426 shares; 2026Q3: 36,411 shares 36,411 $1.34M 0.37% -1,015 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 658,587 shares; 2025Q1: 616,565 shares; 2025Q2: 651,049 shares; 2025Q3: 608,317 shares; 2025Q4: 243,608 shares; 2026Q1: 241,902 shares; 2026Q2: 137,852 shares; 2026Q3: 132,621 shares 132,621 $1.32M 0.36% -5,231 Timeline PJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,577 shares; 2025Q1: 13,577 shares; 2025Q2: 19,407 shares; 2025Q3: 17,590 shares; 2025Q4: 17,590 shares; 2026Q1: 17,590 shares; 2026Q2: 27,125 shares; 2026Q3: 26,785 shares 26,785 $1.18M 0.32% -340 Timeline IOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,145 shares; 2026Q1: 33,725 shares; 2026Q2: 32,990 shares; 2026Q3: 30,930 shares 30,930 $1.17M 0.32% -2,060 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 27,682 shares; 2025Q1: 27,682 shares; 2025Q2: 27,682 shares; 2025Q3: 30,955 shares; 2025Q4: 30,421 shares; 2026Q1: 30,053 shares; 2026Q2: 20,884 shares; 2026Q3: 23,004 shares 23,004 $1.14M 0.31% +2,120 Timeline KJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 35,416 shares; 2025Q1: 32,416 shares; 2025Q2: 32,416 shares; 2025Q3: 32,416 shares; 2025Q4: 32,416 shares; 2026Q1: 32,416 shares; 2026Q2: 31,611 shares; 2026Q3: 31,611 shares 31,611 $1.04M 0.28% 0 Timeline ZJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 34,016 shares 34,016 $1.03M 0.28% new Timeline NBB NUVEEN TAXABLE MUNICPAL INM More: the full row for NUVEEN TAXABLE MUNICPAL INM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 110,577 shares; 2025Q1: 102,492 shares; 2025Q2: 100,540 shares; 2025Q3: 84,272 shares; 2025Q4: 74,740 shares; 2026Q1: 73,477 shares; 2026Q2: 71,896 shares; 2026Q3: 71,896 shares 71,896 $1.03M 0.28% 0 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,270 shares; 2025Q1: 1,241 shares; 2025Q2: 1,202 shares; 2025Q3: 1,217 shares; 2025Q4: 1,105 shares; 2026Q1: 1,105 shares; 2026Q2: 1,105 shares; 2026Q3: 1,105 shares 1,105 $1.01M 0.28% 0 Timeline EJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 26,270 shares; 2025Q1: 25,974 shares; 2025Q2: 25,974 shares; 2025Q3: 25,974 shares; 2025Q4: 24,977 shares; 2026Q1: 25,512 shares; 2026Q2: 25,512 shares; 2026Q3: 25,512 shares 25,512 $948K 0.26% 0 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,256 shares; 2025Q1: 1,217 shares; 2025Q2: 1,269 shares; 2025Q3: 1,270 shares; 2025Q4: 1,187 shares; 2026Q1: 1,187 shares; 2026Q2: 1,164 shares; 2026Q3: 1,165 shares 1,165 $892K 0.24% +1 Timeline TJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 25,639 shares; 2025Q2: 28,254 shares; 2025Q3: 28,254 shares; 2025Q4: 28,254 shares; 2026Q1: 28,254 shares; 2026Q2: 28,254 shares; 2026Q3: 28,254 shares 28,254 $809K 0.22% 0 Timeline IDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,955 shares; 2026Q1: 25,760 shares; 2026Q2: 25,720 shares; 2026Q3: 23,035 shares 23,035 $795K 0.22% -2,685 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,682 shares; 2025Q1: 2,761 shares; 2025Q2: 2,544 shares; 2025Q3: 2,544 shares; 2025Q4: 2,544 shares; 2026Q1: 2,544 shares; 2026Q2: 2,644 shares; 2026Q3: 2,164 shares 2,164 $752K 0.21% -480 Timeline BSCQ 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; 2024Q4: 465,956 shares; 2025Q1: 262,736 shares; 2025Q2: 245,353 shares; 2025Q3: 207,711 shares; 2025Q4: 199,251 shares; 2026Q1: 197,686 shares; 2026Q2: 183,258 shares; 2026Q3: 37,946 shares 37,946 $741K 0.2% -145,312 Timeline BMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,835 shares; 2025Q1: 14,835 shares; 2025Q2: 14,835 shares; 2025Q3: 14,835 shares; 2025Q4: 14,835 shares; 2026Q1: 14,835 shares; 2026Q2: 14,835 shares; 2026Q3: 14,835 shares 14,835 $719K 0.2% 0 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,099 shares; 2025Q1: 1,000 shares; 2025Q2: 1,004 shares; 2025Q3: 1,054 shares; 2025Q4: 987 shares; 2026Q1: 957 shares; 2026Q2: 947 shares; 2026Q3: 947 shares 947 $687K 0.19% 0 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,168 shares; 2025Q1: 2,262 shares; 2025Q2: 2,365 shares; 2025Q3: 2,434 shares; 2025Q4: 2,272 shares; 2026Q1: 2,272 shares; 2026Q2: 2,472 shares; 2026Q3: 2,564 shares 2,564 $679K 0.19% +92 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,840 shares; 2026Q3: 3,840 shares 3,840 $625K 0.17% 0 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,364 shares; 2025Q1: 9,164 shares; 2025Q2: 8,099 shares; 2025Q3: 4,871 shares; 2025Q4: 4,831 shares; 2026Q1: 4,831 shares; 2026Q2: 4,796 shares; 2026Q3: 12,933 shares 12,933 $606K 0.17% +8,137 Timeline FMN FEDERATED HERMES PREM MUNI I More: the full row for FEDERATED HERMES PREM MUNI I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 89,522 shares; 2025Q1: 89,522 shares; 2025Q2: 89,522 shares; 2025Q3: 72,793 shares; 2025Q4: 65,370 shares; 2026Q1: 65,189 shares; 2026Q2: 64,739 shares; 2026Q3: 60,939 shares 60,939 $600K 0.16% -3,800 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,962 shares; 2025Q1: 1,962 shares; 2025Q2: 1,936 shares; 2025Q3: 1,656 shares; 2025Q4: 1,721 shares; 2026Q1: 1,671 shares; 2026Q2: 1,751 shares; 2026Q3: 1,806 shares 1,806 $597K 0.16% +55 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 94 shares; 2026Q2: 516 shares; 2026Q3: 516 shares 516 $597K 0.16% 0 Timeline IJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,205 shares; 2025Q1: 8,205 shares; 2025Q2: 8,205 shares; 2025Q3: 12,760 shares; 2025Q4: 12,715 shares; 2026Q1: 12,715 shares; 2026Q2: 12,230 shares; 2026Q3: 16,455 shares 16,455 $595K 0.16% +4,225 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,171 shares; 2025Q4: 4,171 shares; 2026Q1: 4,171 shares; 2026Q2: 4,171 shares; 2026Q3: 4,171 shares 4,171 $593K 0.16% 0 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,458 shares; 2025Q3: 8,917 shares; 2025Q4: 7,268 shares; 2026Q1: 6,773 shares; 2026Q2: 8,151 shares; 2026Q3: 11,528 shares 11,528 $581K 0.16% +3,377 Timeline IJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,789 shares; 2025Q4: not reported; 2026Q1: 15,676 shares; 2026Q2: 14,846 shares; 2026Q3: 14,586 shares 14,586 $560K 0.15% -260 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 26,562 shares; 2025Q1: 21,804 shares; 2025Q2: 21,778 shares; 2025Q3: 16,569 shares; 2025Q4: 24,189 shares; 2026Q1: 23,246 shares; 2026Q2: 17,712 shares; 2026Q3: 17,452 shares 17,452 $524K 0.14% -260 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 682 shares; 2025Q1: 682 shares; 2025Q2: 797 shares; 2025Q3: 840 shares; 2025Q4: 810 shares; 2026Q1: 712 shares; 2026Q2: 682 shares; 2026Q3: 682 shares 682 $520K 0.14% 0 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; 2024Q4: 32,399 shares; 2025Q1: 32,399 shares; 2025Q2: 32,399 shares; 2025Q3: 24,744 shares; 2025Q4: 24,744 shares; 2026Q1: 24,858 shares; 2026Q2: 24,858 shares; 2026Q3: 24,858 shares 24,858 $508K 0.14% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 946 shares; 2026Q2: 867 shares; 2026Q3: 817 shares 817 $500K 0.14% -50 Timeline IMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,690 shares; 2025Q3: 12,690 shares; 2025Q4: 12,690 shares; 2026Q1: 15,050 shares; 2026Q2: 16,167 shares; 2026Q3: 16,167 shares 16,167 $493K 0.13% 0 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; 2024Q4: 24,062 shares; 2025Q1: 40,443 shares; 2025Q2: 24,742 shares; 2025Q3: 23,705 shares; 2025Q4: 23,705 shares; 2026Q1: 45,134 shares; 2026Q2: 23,705 shares; 2026Q3: 23,705 shares 23,705 $478K 0.13% 0 Timeline SCMB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,351 shares; 2026Q1: 19,351 shares; 2026Q2: 19,351 shares; 2026Q3: 19,351 shares 19,351 $468K 0.13% 0 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 916 shares; 2026Q2: 911 shares; 2026Q3: 905 shares 905 $461K 0.13% -6 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,134 shares; 2025Q1: 6,132 shares; 2025Q2: 5,853 shares; 2025Q3: 5,944 shares; 2025Q4: 5,794 shares; 2026Q1: 5,966 shares; 2026Q2: 4,816 shares; 2026Q3: 3,036 shares 3,036 $450K 0.12% -1,780 Timeline JFR NUVEEN FLOATING RATE INCOME More: the full row for NUVEEN FLOATING RATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 100,381 shares; 2025Q1: 98,653 shares; 2025Q2: 95,687 shares; 2025Q3: 78,487 shares; 2025Q4: 69,953 shares; 2026Q1: 69,973 shares; 2026Q2: 69,043 shares; 2026Q3: 60,367 shares 60,367 $449K 0.12% -8,676 Timeline ISEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,999 shares; 2025Q4: 6,999 shares; 2026Q1: 6,894 shares; 2026Q2: 6,894 shares; 2026Q3: 12,839 shares 12,839 $448K 0.12% +5,945 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 509 shares; 2026Q2: 409 shares; 2026Q3: 409 shares 409 $436K 0.12% 0 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,493 shares; 2025Q1: 7,493 shares; 2025Q2: 7,236 shares; 2025Q3: 4,761 shares; 2025Q4: 4,711 shares; 2026Q1: 4,711 shares; 2026Q2: 4,506 shares; 2026Q3: 4,107 shares 4,107 $427K 0.12% -399 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,741 shares; 2025Q1: 2,342 shares; 2025Q2: 2,343 shares; 2025Q3: 1,613 shares; 2025Q4: 1,613 shares; 2026Q1: 1,590 shares; 2026Q2: 1,590 shares; 2026Q3: 1,590 shares 1,590 $416K 0.11% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,724 shares; 2026Q2: 1,724 shares; 2026Q3: 1,858 shares 1,858 $413K 0.11% +134 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,501 shares; 2025Q1: 5,506 shares; 2025Q2: 5,506 shares; 2025Q3: 4,762 shares; 2025Q4: 4,762 shares; 2026Q1: 4,763 shares; 2026Q2: 4,512 shares; 2026Q3: 4,301 shares 4,301 $404K 0.11% -211 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,412 shares; 2025Q3: 2,412 shares; 2025Q4: 2,412 shares; 2026Q1: 2,412 shares; 2026Q2: 2,412 shares; 2026Q3: 2,412 shares 2,412 $403K 0.11% 0 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,479 shares; 2026Q2: 1,479 shares; 2026Q3: 1,479 shares 1,479 $391K 0.11% 0 Timeline CHAT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,861 shares; 2026Q2: 4,232 shares; 2026Q3: 4,232 shares 4,232 $389K 0.11% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,471 shares; 2025Q1: 4,410 shares; 2025Q2: 4,410 shares; 2025Q3: 3,452 shares; 2025Q4: 3,452 shares; 2026Q1: 3,452 shares; 2026Q2: 3,452 shares; 2026Q3: 3,452 shares 3,452 $386K 0.11% 0 Timeline IJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,295 shares; 2025Q3: 7,165 shares; 2025Q4: 7,165 shares; 2026Q1: 7,165 shares; 2026Q2: 12,035 shares; 2026Q3: 12,035 shares 12,035 $376K 0.1% 0 Timeline IFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,888 shares; 2026Q2: 11,888 shares; 2026Q3: 11,888 shares 11,888 $373K 0.1% 0 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; 2024Q4: 5,622 shares; 2025Q1: 5,622 shares; 2025Q2: 5,918 shares; 2025Q3: 5,918 shares; 2025Q4: 5,918 shares; 2026Q1: 5,918 shares; 2026Q2: 5,918 shares; 2026Q3: 5,918 shares 5,918 $362K 0.1% 0 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22 shares; 2026Q2: 616 shares; 2026Q3: 631 shares 631 $359K 0.1% +15 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,551 shares; 2025Q1: 4,825 shares; 2025Q2: 4,826 shares; 2025Q3: 3,277 shares; 2025Q4: 3,187 shares; 2026Q1: 3,187 shares; 2026Q2: 3,287 shares; 2026Q3: 3,287 shares 3,287 $354K 0.1% 0 Timeline NDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 10,120 shares; 2025Q2: 10,120 shares; 2025Q3: 10,120 shares; 2025Q4: 10,120 shares; 2026Q1: 11,270 shares; 2026Q2: 11,270 shares; 2026Q3: 11,270 shares 11,270 $350K 0.1% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,272 shares; 2025Q1: 1,272 shares; 2025Q2: 1,272 shares; 2025Q3: 1,252 shares; 2025Q4: 1,252 shares; 2026Q1: 1,253 shares; 2026Q2: 1,253 shares; 2026Q3: 1,253 shares 1,253 $345K 0.09% 0 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,555 shares; 2025Q1: 1,575 shares; 2025Q2: 1,575 shares; 2025Q3: 714 shares; 2025Q4: 1,427 shares; 2026Q1: 1,427 shares; 2026Q2: 1,427 shares; 2026Q3: 1,757 shares 1,757 $344K 0.09% +330 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,777 shares; 2025Q1: 2,852 shares; 2025Q2: 2,852 shares; 2025Q3: 2,852 shares; 2025Q4: 2,777 shares; 2026Q1: 2,777 shares; 2026Q2: 2,777 shares; 2026Q3: 2,777 shares 2,777 $342K 0.09% 0 Timeline PIM FRANKLIN MASTER INTER INCOME More: the full row for FRANKLIN MASTER INTER INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 174,787 shares; 2025Q1: 167,882 shares; 2025Q2: 165,935 shares; 2025Q3: 136,178 shares; 2025Q4: 137,896 shares; 2026Q1: 139,689 shares; 2026Q2: 141,560 shares; 2026Q3: 112,883 shares 112,883 $341K 0.09% -28,677 Timeline QQQJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,983 shares; 2025Q1: 7,983 shares; 2025Q2: 7,643 shares; 2025Q3: 7,643 shares; 2025Q4: 7,643 shares; 2026Q1: 7,643 shares; 2026Q2: 7,643 shares; 2026Q3: 7,643 shares 7,643 $335K 0.09% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,954 shares; 2025Q1: 4,954 shares; 2025Q2: 4,955 shares; 2025Q3: 4,925 shares; 2025Q4: 5,013 shares; 2026Q1: 4,925 shares; 2026Q2: 4,925 shares; 2026Q3: 4,925 shares 4,925 $329K 0.09% 0 Timeline NNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 9,951 shares; 2025Q2: 9,951 shares; 2025Q3: 9,951 shares; 2025Q4: 9,951 shares; 2026Q1: 9,951 shares; 2026Q2: 9,951 shares; 2026Q3: 9,951 shares 9,951 $324K 0.09% 0 Timeline IMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,916 shares; 2026Q2: 15,772 shares; 2026Q3: 10,026 shares 10,026 $320K 0.09% -5,746 Timeline VOLT TEMA ETF TRUST More: the full row for TEMA ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,001 shares; 2026Q3: 9,001 shares 9,001 $319K 0.09% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,771 shares; 2025Q3: 6,771 shares; 2025Q4: 6,771 shares; 2026Q1: 6,276 shares; 2026Q2: 6,276 shares; 2026Q3: 6,276 shares 6,276 $317K 0.09% 0 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,699 shares; 2026Q2: 1,703 shares; 2026Q3: 3,235 shares 3,235 $313K 0.09% +1,532 Timeline RA BROOKFIELD REAL ASSETS INCOM More: the full row for BROOKFIELD REAL ASSETS INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 30,802 shares; 2025Q1: 30,682 shares; 2025Q2: 30,103 shares; 2025Q3: 29,057 shares; 2025Q4: 29,124 shares; 2026Q1: 29,193 shares; 2026Q2: 29,265 shares; 2026Q3: 26,449 shares 26,449 $305K 0.08% -2,816 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,342 shares; 2025Q1: 16,193 shares; 2025Q2: 9,122 shares; 2025Q3: 9,122 shares; 2025Q4: 9,122 shares; 2026Q1: 19,742 shares; 2026Q2: 9,908 shares; 2026Q3: 9,118 shares 9,118 $304K 0.08% -790 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,531 shares; 2025Q3: 1,760 shares; 2025Q4: 1,699 shares; 2026Q1: 1,668 shares; 2026Q2: 1,625 shares; 2026Q3: 1,625 shares 1,625 $304K 0.08% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 623 shares; 2025Q1: 623 shares; 2025Q2: 628 shares; 2025Q3: 623 shares; 2025Q4: 623 shares; 2026Q1: 598 shares; 2026Q2: 2,392 shares; 2026Q3: 2,392 shares 2,392 $300K 0.08% 0 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 645 shares; 2025Q3: 645 shares; 2025Q4: 645 shares; 2026Q1: 645 shares; 2026Q2: 692 shares; 2026Q3: 692 shares 692 $297K 0.08% 0 Timeline CXW CORECIVIC INC More: the full row for CORECIVIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,417 shares; 2025Q1: 22,512 shares; 2025Q2: 19,012 shares; 2025Q3: 14,557 shares; 2025Q4: 14,557 shares; 2026Q1: 23,619 shares; 2026Q2: 23,619 shares; 2026Q3: 9,099 shares 9,099 $293K 0.08% -14,520 Timeline IEO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,443 shares; 2025Q1: 2,192 shares; 2025Q2: not reported; 2025Q3: 2,192 shares; 2025Q4: not reported; 2026Q1: 2,192 shares; 2026Q2: 2,192 shares; 2026Q3: 2,192 shares 2,192 $289K 0.08% 0 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,232 shares; 2025Q1: 1,242 shares; 2025Q2: 1,252 shares; 2025Q3: 1,261 shares; 2025Q4: 1,687 shares; 2026Q1: 1,698 shares; 2026Q2: 1,711 shares; 2026Q3: 1,726 shares 1,726 $272K 0.07% +15 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,386 shares; 2025Q1: 1,915 shares; 2025Q2: 1,915 shares; 2025Q3: 1,453 shares; 2025Q4: 1,453 shares; 2026Q1: 1,423 shares; 2026Q2: 1,320 shares; 2026Q3: 1,220 shares 1,220 $268K 0.07% -100 Timeline ZOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,439 shares; 2026Q1: 9,439 shares; 2026Q2: 9,439 shares; 2026Q3: 9,439 shares 9,439 $265K 0.07% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,152 shares; 2025Q1: 955 shares; 2025Q2: 846 shares; 2025Q3: 730 shares; 2025Q4: 730 shares; 2026Q1: 732 shares; 2026Q2: 729 shares; 2026Q3: 729 shares 729 $259K 0.07% 0 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 3,143 shares; 2025Q2: 3,143 shares; 2025Q3: not reported; 2025Q4: 2,875 shares; 2026Q1: 2,875 shares; 2026Q2: 2,992 shares; 2026Q3: 2,992 shares 2,992 $258K 0.07% 0 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,760 shares; 2025Q1: 2,758 shares; 2025Q2: 2,758 shares; 2025Q3: 2,577 shares; 2025Q4: 1,778 shares; 2026Q1: 1,778 shares; 2026Q2: 1,779 shares; 2026Q3: 1,768 shares 1,768 $257K 0.07% -11 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,069 shares; 2025Q1: 2,249 shares; 2025Q2: 2,250 shares; 2025Q3: 2,007 shares; 2025Q4: 1,922 shares; 2026Q1: 1,904 shares; 2026Q2: 1,904 shares; 2026Q3: 1,995 shares 1,995 $253K 0.07% +91 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,549 shares; 2026Q1: 2,520 shares; 2026Q2: 2,520 shares; 2026Q3: 3,205 shares 3,205 $250K 0.07% +685 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,701 shares; 2025Q1: 10,701 shares; 2025Q2: 10,701 shares; 2025Q3: 10,701 shares; 2025Q4: 10,256 shares; 2026Q1: 10,256 shares; 2026Q2: 10,256 shares; 2026Q3: 10,256 shares 10,256 $247K 0.07% 0 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 698 shares; 2026Q2: 697 shares; 2026Q3: 1,054 shares 1,054 $246K 0.07% +357 Timeline KAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,808 shares; 2025Q1: 6,808 shares; 2025Q2: 6,808 shares; 2025Q3: 6,808 shares; 2025Q4: 5,908 shares; 2026Q1: 5,908 shares; 2026Q2: 5,908 shares; 2026Q3: 5,908 shares 5,908 $233K 0.06% 0 Timeline RMBI RICHMOND MUT BANCORPORATION More: the full row for RICHMOND MUT BANCORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 15,446 shares 15,446 $230K 0.06% new Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,801 shares; 2026Q2: 3,021 shares; 2026Q3: 3,021 shares 3,021 $229K 0.06% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,353 shares; 2025Q3: 2,353 shares; 2025Q4: 2,353 shares; 2026Q1: 2,353 shares; 2026Q2: 2,353 shares; 2026Q3: 2,353 shares 2,353 $227K 0.06% 0 Timeline SDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,757 shares; 2025Q1: 4,182 shares; 2025Q2: 4,182 shares; 2025Q3: 4,182 shares; 2025Q4: 3,932 shares; 2026Q1: 3,932 shares; 2026Q2: 3,434 shares; 2026Q3: 3,320 shares 3,320 $226K 0.06% -114 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 26,309 shares; 2025Q1: 26,309 shares; 2025Q2: 26,309 shares; 2025Q3: 23,603 shares; 2025Q4: 23,603 shares; 2026Q1: 23,603 shares; 2026Q2: 23,603 shares; 2026Q3: 23,603 shares 23,603 $226K 0.06% 0 Timeline MHF WESTERN ASSET MUN HIGH INCOM More: the full row for WESTERN ASSET MUN HIGH INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 40,474 shares; 2025Q1: 40,474 shares; 2025Q2: 40,474 shares; 2025Q3: 40,474 shares; 2025Q4: 37,026 shares; 2026Q1: 37,026 shares; 2026Q2: 37,026 shares; 2026Q3: 37,026 shares 37,026 $223K 0.06% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 906 shares; 2025Q1: 904 shares; 2025Q2: 1,101 shares; 2025Q3: 1,123 shares; 2025Q4: 1,096 shares; 2026Q1: 880 shares; 2026Q2: 880 shares; 2026Q3: 911 shares 911 $209K 0.06% +31 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 754 shares; 2025Q1: 753 shares; 2025Q2: 753 shares; 2025Q3: 750 shares; 2025Q4: 750 shares; 2026Q1: 750 shares; 2026Q2: 750 shares; 2026Q3: 750 shares 750 $207K 0.06% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 795 shares; 2025Q1: 795 shares; 2025Q2: 796 shares; 2025Q3: 801 shares; 2025Q4: 783 shares; 2026Q1: 800 shares; 2026Q2: 837 shares; 2026Q3: 882 shares 882 $204K 0.06% +45 Timeline JTEK J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,936 shares; 2026Q2: 1,936 shares; 2026Q3: 1,936 shares 1,936 $204K 0.06% 0 Timeline MUA BLACKROCK MUNIASSETS FD INC More: the full row for BLACKROCK MUNIASSETS FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 38,263 shares; 2025Q1: 37,075 shares; 2025Q2: 37,166 shares; 2025Q3: 34,603 shares; 2025Q4: 25,215 shares; 2026Q1: 25,065 shares; 2026Q2: 25,160 shares; 2026Q3: 21,169 shares 21,169 $202K 0.06% -3,991 Timeline BSCV 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,884 shares; 2026Q2: 12,035 shares; 2026Q3: 12,035 shares 12,035 $190K 0.05% 0 Timeline XFRAX BLACKROCK FLOATING RATE INCO More: the full row for BLACKROCK FLOATING RATE INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,927 shares; 2025Q1: 17,102 shares; 2025Q2: 17,102 shares; 2025Q3: 17,102 shares; 2025Q4: 17,102 shares; 2026Q1: 17,102 shares; 2026Q2: 17,102 shares; 2026Q3: 17,102 shares 17,102 $180K 0.05% 0 Timeline PMM FRANKLIN MANAGED MUN INCOME More: the full row for FRANKLIN MANAGED MUN INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 41,537 shares; 2025Q1: 41,537 shares; 2025Q2: 41,537 shares; 2025Q3: 33,467 shares; 2025Q4: 31,984 shares; 2026Q1: 31,984 shares; 2026Q2: 31,984 shares; 2026Q3: 31,984 shares 31,984 $174K 0.05% 0 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,747 shares; 2025Q1: 14,747 shares; 2025Q2: 14,492 shares; 2025Q3: 25,622 shares; 2025Q4: 22,748 shares; 2026Q1: 20,874 shares; 2026Q2: 20,874 shares; 2026Q3: 19,704 shares 19,704 $134K 0.04% -1,170 Timeline BDJ BLACKROCK ENHANCED EQUITY DI More: the full row for BLACKROCK ENHANCED EQUITY DI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,383 shares; 2025Q1: 15,383 shares; 2025Q2: 15,383 shares; 2025Q3: 15,383 shares; 2025Q4: 13,883 shares; 2026Q1: 13,883 shares; 2026Q2: 13,883 shares; 2026Q3: 13,883 shares 13,883 $130K 0.04% 0 Timeline PMO FRANKLIN MUN OPPORTUNITIES T More: the full row for FRANKLIN MUN OPPORTUNITIES T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,090 shares; 2025Q1: 23,090 shares; 2025Q2: 23,090 shares; 2025Q3: 14,813 shares; 2025Q4: 14,813 shares; 2026Q1: 12,756 shares; 2026Q2: 12,756 shares; 2026Q3: 12,756 shares 12,756 $117K 0.03% 0 Timeline VMO INVESCO MUN OPPORTUNIT TR More: the full row for INVESCO MUN OPPORTUNIT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,189 shares; 2025Q1: 10,189 shares; 2025Q2: 10,189 shares; 2025Q3: 10,189 shares; 2025Q4: 10,189 shares; 2026Q1: 10,189 shares; 2026Q2: 10,189 shares; 2026Q3: 10,189 shares 10,189 $85.1K 0.02% 0 Timeline ANVS ANNOVIS BIO INC More: the full row for ANNOVIS BIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,579 shares; 2026Q1: 18,579 shares; 2026Q2: 18,579 shares; 2026Q3: 18,579 shares 18,579 $23.6K 0.01% 0 Timeline