IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 91,683 shares; 2025Q1: 86,754 shares; 2025Q2: 98,488 shares; 2025Q3: 97,984 shares; 2025Q4: 99,831 shares; 2026Q1: 101,307 shares; 2026Q2: 106,900 shares 106,900 $80.1M 7.3% +5,593 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: not loaded; 2024Q4: 19,529 shares; 2025Q1: 21,764 shares; 2025Q2: 78,469 shares; 2025Q3: 80,221 shares; 2025Q4: 78,690 shares; 2026Q1: 71,675 shares; 2026Q2: 71,388 shares 71,388 $53.3M 4.86% -287 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: not loaded; 2024Q4: 123,818 shares; 2025Q1: 128,482 shares; 2025Q2: 127,951 shares; 2025Q3: 128,052 shares; 2025Q4: 125,607 shares; 2026Q1: 122,330 shares; 2026Q2: 120,182 shares 120,182 $34.8M 3.17% -2,148 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: not loaded; 2024Q4: 21,560 shares; 2025Q1: 24,743 shares; 2025Q2: 28,097 shares; 2025Q3: 29,156 shares; 2025Q4: 34,099 shares; 2026Q1: 182,364 shares; 2026Q2: 400,742 shares 400,742 $27.3M 2.49% +218,378 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: not loaded; 2024Q4: 241,271 shares; 2025Q1: 246,826 shares; 2025Q2: 256,641 shares; 2025Q3: 259,456 shares; 2025Q4: 263,367 shares; 2026Q1: 254,606 shares; 2026Q2: 259,018 shares 259,018 $25.6M 2.34% +4,412 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: not loaded; 2024Q4: 86,135 shares; 2025Q1: 93,940 shares; 2025Q2: 113,048 shares; 2025Q3: 122,376 shares; 2025Q4: 122,938 shares; 2026Q1: 117,579 shares; 2026Q2: 117,884 shares 117,884 $23.6M 2.15% +305 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: not loaded; 2024Q4: 30,501 shares; 2025Q1: 32,742 shares; 2025Q2: 33,829 shares; 2025Q3: 33,282 shares; 2025Q4: 33,327 shares; 2026Q1: 31,378 shares; 2026Q2: 31,300 shares 31,300 $23M 2.1% -78 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: not loaded; 2024Q4: 55,052 shares; 2025Q1: 54,811 shares; 2025Q2: 65,398 shares; 2025Q3: 65,408 shares; 2025Q4: 64,680 shares; 2026Q1: 65,851 shares; 2026Q2: 64,449 shares 64,449 $23M 2.1% -1,402 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: not loaded; 2024Q4: 70,102 shares; 2025Q1: 73,150 shares; 2025Q2: 84,601 shares; 2025Q3: 87,764 shares; 2025Q4: 88,416 shares; 2026Q1: 87,692 shares; 2026Q2: 91,680 shares 91,680 $21.9M 1.99% +3,988 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: not loaded; 2024Q4: 464,135 shares; 2025Q1: 460,220 shares; 2025Q2: 477,604 shares; 2025Q3: 446,396 shares; 2025Q4: 469,031 shares; 2026Q1: 483,139 shares; 2026Q2: 361,076 shares 361,076 $17.4M 1.59% -122,063 Timeline USMC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 184,789 shares; 2025Q1: 191,599 shares; 2025Q2: 195,564 shares; 2025Q3: 198,376 shares; 2025Q4: 207,963 shares; 2026Q1: 209,703 shares; 2026Q2: 213,613 shares 213,613 $15.8M 1.44% +3,910 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: not loaded; 2024Q4: 5,084 shares; 2025Q1: 5,399 shares; 2025Q2: 9,781 shares; 2025Q3: 11,326 shares; 2025Q4: 14,842 shares; 2026Q1: 40,709 shares; 2026Q2: 173,541 shares 173,541 $14.4M 1.31% +132,832 Timeline WINN 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 loaded; 2024Q4: 562,345 shares; 2025Q1: 580,107 shares; 2025Q2: 510,372 shares; 2025Q3: 488,425 shares; 2025Q4: 523,243 shares; 2026Q1: 554,554 shares; 2026Q2: 431,368 shares 431,368 $14M 1.28% -123,186 Timeline QGRO AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 8,713 shares; 2025Q2: 14,087 shares; 2025Q3: 128,086 shares; 2025Q4: 132,252 shares; 2026Q1: 136,245 shares; 2026Q2: 101,086 shares 101,086 $11.9M 1.09% -35,159 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: not loaded; 2024Q4: 249,404 shares; 2025Q1: 294,671 shares; 2025Q2: 303,184 shares; 2025Q3: 305,271 shares; 2025Q4: 293,154 shares; 2026Q1: 297,058 shares; 2026Q2: 270,892 shares 270,892 $11.7M 1.07% -26,166 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,576 shares; 2025Q3: 11,698 shares; 2025Q4: 15,702 shares; 2026Q1: 49,089 shares; 2026Q2: 217,958 shares 217,958 $11.5M 1.05% +168,869 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: not loaded; 2024Q4: 510,955 shares; 2025Q1: 511,809 shares; 2025Q2: 503,795 shares; 2025Q3: 504,436 shares; 2025Q4: 504,992 shares; 2026Q1: 461,904 shares; 2026Q2: 436,311 shares 436,311 $11.1M 1.02% -25,593 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: not loaded; 2024Q4: 119,660 shares; 2025Q1: 117,796 shares; 2025Q2: 114,088 shares; 2025Q3: 110,235 shares; 2025Q4: 107,690 shares; 2026Q1: 113,267 shares; 2026Q2: 115,768 shares 115,768 $10.9M 0.99% +2,501 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 149,934 shares; 2025Q1: 172,932 shares; 2025Q2: 224,504 shares; 2025Q3: 193,359 shares; 2025Q4: 197,880 shares; 2026Q1: 187,510 shares; 2026Q2: 116,217 shares 116,217 $9.42M 0.86% -71,293 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: not loaded; 2024Q4: 182,974 shares; 2025Q1: 220,207 shares; 2025Q2: 236,711 shares; 2025Q3: 263,820 shares; 2025Q4: 262,705 shares; 2026Q1: 256,521 shares; 2026Q2: 252,708 shares 252,708 $9.23M 0.84% -3,813 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: not loaded; 2024Q4: 16,566 shares; 2025Q1: 17,619 shares; 2025Q2: 22,143 shares; 2025Q3: 22,010 shares; 2025Q4: 21,293 shares; 2026Q1: 21,126 shares; 2026Q2: 21,436 shares 21,436 $9.02M 0.82% +310 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: not loaded; 2024Q4: 21,806 shares; 2025Q1: 22,020 shares; 2025Q2: 26,573 shares; 2025Q3: 27,546 shares; 2025Q4: 27,116 shares; 2026Q1: 21,999 shares; 2026Q2: 21,778 shares 21,778 $8.12M 0.74% -221 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: not loaded; 2024Q4: 1,759 shares; 2025Q1: 2,173 shares; 2025Q2: 2,321 shares; 2025Q3: 83,445 shares; 2025Q4: 86,204 shares; 2026Q1: 85,302 shares; 2026Q2: 58,425 shares 58,425 $7.87M 0.72% -26,877 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: not loaded; 2024Q4: 24,295 shares; 2025Q1: 31,317 shares; 2025Q2: 36,324 shares; 2025Q3: 36,596 shares; 2025Q4: 36,703 shares; 2026Q1: 38,277 shares; 2026Q2: 34,207 shares 34,207 $7.51M 0.68% -4,070 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: not loaded; 2024Q4: 108,634 shares; 2025Q1: 126,235 shares; 2025Q2: 120,061 shares; 2025Q3: 119,281 shares; 2025Q4: 123,047 shares; 2026Q1: 75,772 shares; 2026Q2: 77,099 shares 77,099 $7.37M 0.67% +1,327 Timeline JQUA 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 loaded; 2024Q4: 86,362 shares; 2025Q1: 92,698 shares; 2025Q2: 93,542 shares; 2025Q3: 91,416 shares; 2025Q4: 94,018 shares; 2026Q1: 94,967 shares; 2026Q2: 101,321 shares 101,321 $7.32M 0.67% +6,354 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 8 shares; 2025Q2: 3,620 shares; 2025Q3: 3,620 shares; 2025Q4: 3,632 shares; 2026Q1: 3,079 shares; 2026Q2: 3,162 shares 3,162 $7.19M 0.66% +83 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: not loaded; 2024Q4: 14,898 shares; 2025Q1: 15,852 shares; 2025Q2: 16,669 shares; 2025Q3: 16,982 shares; 2025Q4: 18,304 shares; 2026Q1: 18,465 shares; 2026Q2: 18,802 shares 18,802 $7.1M 0.65% +337 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 107,010 shares; 2025Q1: 110,116 shares; 2025Q2: 115,015 shares; 2025Q3: 112,762 shares; 2025Q4: 116,592 shares; 2026Q1: 73,948 shares; 2026Q2: 80,364 shares 80,364 $7.06M 0.64% +6,416 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,116 shares; 2025Q3: 6,270 shares; 2025Q4: 8,644 shares; 2026Q1: 44,920 shares; 2026Q2: 161,956 shares 161,956 $6.98M 0.64% +117,036 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,529 shares; 2026Q1: 121,426 shares; 2026Q2: 121,101 shares 121,101 $6.81M 0.62% -325 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: not loaded; 2024Q4: 22,723 shares; 2025Q1: 24,832 shares; 2025Q2: 26,802 shares; 2025Q3: 26,822 shares; 2025Q4: 26,924 shares; 2026Q1: 27,454 shares; 2026Q2: 26,804 shares 26,804 $6.34M 0.58% -650 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 loaded; 2024Q4: 4,688 shares; 2025Q1: 4,953 shares; 2025Q2: 4,170 shares; 2025Q3: 3,931 shares; 2025Q4: 4,296 shares; 2026Q1: 7,832 shares; 2026Q2: 18,193 shares 18,193 $6.24M 0.57% +10,361 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: not loaded; 2024Q4: 104,456 shares; 2025Q1: 108,636 shares; 2025Q2: 114,273 shares; 2025Q3: 109,519 shares; 2025Q4: 110,525 shares; 2026Q1: 135,096 shares; 2026Q2: 141,235 shares 141,235 $5.9M 0.54% +6,139 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 58,272 shares; 2025Q1: 58,105 shares; 2025Q2: 54,785 shares; 2025Q3: 50,461 shares; 2025Q4: 50,708 shares; 2026Q1: 50,814 shares; 2026Q2: 48,980 shares 48,980 $5.76M 0.53% -1,834 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 loaded; 2024Q4: 8,229 shares; 2025Q1: 8,867 shares; 2025Q2: 9,027 shares; 2025Q3: 8,421 shares; 2025Q4: 9,010 shares; 2026Q1: 9,327 shares; 2026Q2: 9,813 shares 9,813 $5.7M 0.52% +486 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: not loaded; 2024Q4: 18,635 shares; 2025Q1: 19,670 shares; 2025Q2: 25,091 shares; 2025Q3: 25,533 shares; 2025Q4: 28,512 shares; 2026Q1: 37,533 shares; 2026Q2: 74,422 shares 74,422 $5.7M 0.52% +36,889 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,206 shares; 2025Q1: 803 shares; 2025Q2: 686 shares; 2025Q3: 692 shares; 2025Q4: 787 shares; 2026Q1: 2,787 shares; 2026Q2: 240,582 shares 240,582 $5.66M 0.52% +237,795 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 110,660 shares; 2025Q1: 112,151 shares; 2025Q2: 111,516 shares; 2025Q3: 109,349 shares; 2025Q4: 113,697 shares; 2026Q1: 109,018 shares; 2026Q2: 111,940 shares 111,940 $5.47M 0.5% +2,922 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: not loaded; 2024Q4: 4,857 shares; 2025Q1: 5,013 shares; 2025Q2: 8,590 shares; 2025Q3: 8,739 shares; 2025Q4: 9,062 shares; 2026Q1: 9,012 shares; 2026Q2: 9,184 shares 9,184 $5.17M 0.47% +172 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: not loaded; 2024Q4: 123,695 shares; 2025Q1: 121,604 shares; 2025Q2: 136,313 shares; 2025Q3: 163,743 shares; 2025Q4: 195,273 shares; 2026Q1: 235,120 shares; 2026Q2: 204,175 shares 204,175 $5.08M 0.46% -30,945 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,906 shares; 2025Q1: 3,889 shares; 2025Q2: 5,148 shares; 2025Q3: 5,681 shares; 2025Q4: 30,467 shares; 2026Q1: 30,285 shares; 2026Q2: 26,263 shares 26,263 $4.98M 0.45% -4,022 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 loaded; 2024Q4: 1,970 shares; 2025Q1: 1,993 shares; 2025Q2: 3,367 shares; 2025Q3: 3,309 shares; 2025Q4: 3,365 shares; 2026Q1: 3,941 shares; 2026Q2: 4,166 shares 4,166 $4.81M 0.44% +225 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: not loaded; 2024Q4: 68,659 shares; 2025Q1: 71,432 shares; 2025Q2: 70,501 shares; 2025Q3: 75,672 shares; 2025Q4: 63,839 shares; 2026Q1: 63,951 shares; 2026Q2: 63,314 shares 63,314 $4.67M 0.43% -637 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13,074 shares; 2025Q1: 14,841 shares; 2025Q2: 15,651 shares; 2025Q3: 16,489 shares; 2025Q4: 18,645 shares; 2026Q1: 24,980 shares; 2026Q2: 33,700 shares 33,700 $4.63M 0.42% +8,720 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: not loaded; 2024Q4: 4,105 shares; 2025Q1: 4,374 shares; 2025Q2: 4,338 shares; 2025Q3: 6,976 shares; 2025Q4: 6,561 shares; 2026Q1: 6,610 shares; 2026Q2: 6,717 shares 6,717 $4.61M 0.42% +107 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 25,062 shares; 2025Q1: 26,642 shares; 2025Q2: 28,413 shares; 2025Q3: 28,278 shares; 2025Q4: 28,468 shares; 2026Q1: 31,909 shares; 2026Q2: 28,399 shares 28,399 $4.46M 0.41% -3,510 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 109 shares; 2025Q1: 147 shares; 2025Q2: 764 shares; 2025Q3: 782 shares; 2025Q4: 818 shares; 2026Q1: 13,101 shares; 2026Q2: 14,708 shares 14,708 $4.46M 0.41% +1,607 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: not loaded; 2024Q4: 12,871 shares; 2025Q1: 12,905 shares; 2025Q2: 12,654 shares; 2025Q3: 12,846 shares; 2025Q4: 12,928 shares; 2026Q1: 13,942 shares; 2026Q2: 13,508 shares 13,508 $4.42M 0.4% -434 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: not loaded; 2024Q4: 81,622 shares; 2025Q1: 82,127 shares; 2025Q2: 81,252 shares; 2025Q3: 83,449 shares; 2025Q4: 89,552 shares; 2026Q1: 84,462 shares; 2026Q2: 72,626 shares 72,626 $4.41M 0.4% -11,836 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: not loaded; 2024Q4: 13,168 shares; 2025Q1: 13,683 shares; 2025Q2: 13,556 shares; 2025Q3: 13,435 shares; 2025Q4: 12,990 shares; 2026Q1: 12,596 shares; 2026Q2: 11,898 shares 11,898 $4.38M 0.4% -698 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 27,847 shares; 2025Q1: 26,826 shares; 2025Q2: 25,157 shares; 2025Q3: 24,214 shares; 2025Q4: 23,783 shares; 2026Q1: 23,283 shares; 2026Q2: 23,285 shares 23,285 $4.38M 0.4% +2 Timeline HUSV 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 loaded; 2024Q4: 186,367 shares; 2025Q1: 184,118 shares; 2025Q2: 181,443 shares; 2025Q3: 176,617 shares; 2025Q4: 179,983 shares; 2026Q1: 115,958 shares; 2026Q2: 111,374 shares 111,374 $4.37M 0.4% -4,584 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: not loaded; 2024Q4: 22,452 shares; 2025Q1: 23,408 shares; 2025Q2: 24,626 shares; 2025Q3: 24,684 shares; 2025Q4: 24,339 shares; 2026Q1: 24,346 shares; 2026Q2: 23,723 shares 23,723 $4.19M 0.38% -623 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: not loaded; 2024Q4: 9,566 shares; 2025Q1: 10,160 shares; 2025Q2: 10,448 shares; 2025Q3: 11,207 shares; 2025Q4: 12,192 shares; 2026Q1: 11,311 shares; 2026Q2: 11,828 shares 11,828 $4.18M 0.38% +517 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: not loaded; 2024Q4: 169 shares; 2025Q1: 169 shares; 2025Q2: 534 shares; 2025Q3: 873 shares; 2025Q4: 1,496 shares; 2026Q1: 8,799 shares; 2026Q2: 40,714 shares 40,714 $4.09M 0.37% +31,915 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: not loaded; 2024Q4: 130,874 shares; 2025Q1: 119,397 shares; 2025Q2: 152,406 shares; 2025Q3: 118,364 shares; 2025Q4: 105,899 shares; 2026Q1: 80,626 shares; 2026Q2: 79,896 shares 79,896 $4.02M 0.37% -730 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: not loaded; 2024Q4: 7,011 shares; 2025Q1: 6,286 shares; 2025Q2: 6,730 shares; 2025Q3: 5,702 shares; 2025Q4: 13,863 shares; 2026Q1: 34,314 shares; 2026Q2: 44,462 shares 44,462 $3.99M 0.36% +10,148 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,159 shares; 2026Q1: 36,689 shares; 2026Q2: 40,089 shares 40,089 $3.95M 0.36% +3,400 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 447 shares; 2025Q3: 1,111 shares; 2025Q4: 1,148 shares; 2026Q1: 54,493 shares; 2026Q2: 59,671 shares 59,671 $3.94M 0.36% +5,178 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 51,409 shares; 2025Q1: 67,568 shares; 2025Q2: 66,394 shares; 2025Q3: 71,562 shares; 2025Q4: 74,167 shares; 2026Q1: 47,017 shares; 2026Q2: 32,876 shares 32,876 $3.91M 0.36% -14,141 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 loaded; 2024Q4: 2,296 shares; 2025Q1: 25,697 shares; 2025Q2: 23,364 shares; 2025Q3: 21,493 shares; 2025Q4: 18,688 shares; 2026Q1: 17,260 shares; 2026Q2: 16,099 shares 16,099 $3.9M 0.36% -1,161 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 337 shares; 2025Q1: 467 shares; 2025Q2: 739 shares; 2025Q3: 1,235 shares; 2025Q4: 4,714 shares; 2026Q1: 14,517 shares; 2026Q2: 20,353 shares 20,353 $3.9M 0.36% +5,836 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: not loaded; 2024Q4: 4,068 shares; 2025Q1: 4,099 shares; 2025Q2: 3,882 shares; 2025Q3: 3,720 shares; 2025Q4: 3,824 shares; 2026Q1: 3,983 shares; 2026Q2: 3,995 shares 3,995 $3.74M 0.34% +12 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,074 shares; 2025Q1: 10,977 shares; 2025Q2: 10,399 shares; 2025Q3: 10,035 shares; 2025Q4: 9,856 shares; 2026Q1: 9,574 shares; 2026Q2: 9,483 shares 9,483 $3.74M 0.34% -91 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: not loaded; 2024Q4: 1,993 shares; 2025Q1: 2,370 shares; 2025Q2: 4,014 shares; 2025Q3: 4,331 shares; 2025Q4: 6,473 shares; 2026Q1: 11,273 shares; 2026Q2: 16,372 shares 16,372 $3.72M 0.34% +5,099 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,423 shares; 2026Q2: 73,373 shares 73,373 $3.7M 0.34% +71,950 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 loaded; 2024Q4: 21,282 shares; 2025Q1: 21,051 shares; 2025Q2: 19,380 shares; 2025Q3: 18,783 shares; 2025Q4: 18,438 shares; 2026Q1: 17,997 shares; 2026Q2: 17,916 shares 17,916 $3.69M 0.34% -81 Timeline LSGR NATIXIS ETF TRUST II More: the full row for NATIXIS ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 87,435 shares 87,435 $3.68M 0.34% new 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 loaded; 2024Q4: 15,077 shares; 2025Q1: 16,925 shares; 2025Q2: 22,642 shares; 2025Q3: 83,229 shares; 2025Q4: 85,917 shares; 2026Q1: 98,344 shares; 2026Q2: 138,057 shares 138,057 $3.66M 0.33% +39,713 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: not loaded; 2024Q4: 62,877 shares; 2025Q1: 65,690 shares; 2025Q2: 76,939 shares; 2025Q3: 65,215 shares; 2025Q4: 61,819 shares; 2026Q1: 56,807 shares; 2026Q2: 58,836 shares 58,836 $3.66M 0.33% +2,029 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: not loaded; 2024Q4: 4,303 shares; 2025Q1: 6,815 shares; 2025Q2: 7,439 shares; 2025Q3: 10,670 shares; 2025Q4: 17,871 shares; 2026Q1: 19,150 shares; 2026Q2: 44,243 shares 44,243 $3.65M 0.33% +25,093 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: not loaded; 2024Q4: 28,081 shares; 2025Q1: 28,007 shares; 2025Q2: 25,679 shares; 2025Q3: 25,088 shares; 2025Q4: 24,774 shares; 2026Q1: 26,161 shares; 2026Q2: 24,355 shares 24,355 $3.61M 0.33% -1,806 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: not loaded; 2024Q4: 5,588 shares; 2025Q1: 5,683 shares; 2025Q2: 5,842 shares; 2025Q3: 6,024 shares; 2025Q4: 7,246 shares; 2026Q1: 7,119 shares; 2026Q2: 6,910 shares 6,910 $3.46M 0.32% -209 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 915 shares; 2025Q3: 9,891 shares; 2025Q4: 10,310 shares; 2026Q1: 10,701 shares; 2026Q2: 11,773 shares 11,773 $3.36M 0.31% +1,072 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 117,571 shares 117,571 $3.3M 0.3% new 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: not loaded; 2024Q4: 91,809 shares; 2025Q1: 97,847 shares; 2025Q2: 97,930 shares; 2025Q3: 92,230 shares; 2025Q4: 90,880 shares; 2026Q1: 84,983 shares; 2026Q2: 83,964 shares 83,964 $3.3M 0.3% -1,019 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,094 shares; 2025Q1: 1,227 shares; 2025Q2: 1,228 shares; 2025Q3: 1,209 shares; 2025Q4: 1,211 shares; 2026Q1: 4,958 shares; 2026Q2: 5,082 shares 5,082 $3.26M 0.3% +124 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 50,914 shares; 2025Q1: 50,651 shares; 2025Q2: 46,161 shares; 2025Q3: 44,765 shares; 2025Q4: 47,260 shares; 2026Q1: 36,652 shares; 2026Q2: 32,310 shares 32,310 $3.25M 0.3% -4,342 Timeline GARP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,710 shares; 2025Q1: 8,658 shares; 2025Q2: 9,103 shares; 2025Q3: 10,098 shares; 2025Q4: 11,050 shares; 2026Q1: 13,253 shares; 2026Q2: 39,009 shares 39,009 $3.22M 0.29% +25,756 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: not loaded; 2024Q4: 37,225 shares; 2025Q1: 37,331 shares; 2025Q2: 38,174 shares; 2025Q3: 35,032 shares; 2025Q4: 35,914 shares; 2026Q1: 35,560 shares; 2026Q2: 35,797 shares 35,797 $3.19M 0.29% +237 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: not loaded; 2024Q4: 16,529 shares; 2025Q1: 18,436 shares; 2025Q2: 19,148 shares; 2025Q3: 18,777 shares; 2025Q4: 19,623 shares; 2026Q1: 23,168 shares; 2026Q2: 23,411 shares 23,411 $3.15M 0.29% +243 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: not loaded; 2024Q4: 3,326 shares; 2025Q1: 3,558 shares; 2025Q2: 3,307 shares; 2025Q3: 3,133 shares; 2025Q4: 3,075 shares; 2026Q1: 2,945 shares; 2026Q2: 2,948 shares 2,948 $3.14M 0.29% +3 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,869 shares; 2026Q2: 52,397 shares 52,397 $3.13M 0.29% +46,528 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: not loaded; 2024Q4: 52,014 shares; 2025Q1: 68,684 shares; 2025Q2: 62,306 shares; 2025Q3: 60,225 shares; 2025Q4: 58,936 shares; 2026Q1: 47,116 shares; 2026Q2: 45,932 shares 45,932 $3.1M 0.28% -1,184 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: not loaded; 2024Q4: 9,445 shares; 2025Q1: 9,875 shares; 2025Q2: 9,111 shares; 2025Q3: 6,702 shares; 2025Q4: 6,294 shares; 2026Q1: 6,793 shares; 2026Q2: 24,731 shares 24,731 $3.08M 0.28% +17,938 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: not loaded; 2024Q4: 49,429 shares; 2025Q1: 49,232 shares; 2025Q2: 46,534 shares; 2025Q3: 44,753 shares; 2025Q4: 47,331 shares; 2026Q1: 47,240 shares; 2026Q2: 39,821 shares 39,821 $3.07M 0.28% -7,419 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 loaded; 2024Q4: 4,301 shares; 2025Q1: 4,447 shares; 2025Q2: 4,316 shares; 2025Q3: 4,285 shares; 2025Q4: 4,286 shares; 2026Q1: 4,090 shares; 2026Q2: 4,102 shares 4,102 $2.97M 0.27% +12 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 loaded; 2024Q4: 6,892 shares; 2025Q1: 7,387 shares; 2025Q2: 7,807 shares; 2025Q3: 7,679 shares; 2025Q4: 7,905 shares; 2026Q1: 8,557 shares; 2026Q2: 8,663 shares 8,663 $2.95M 0.27% +106 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50,048 shares; 2026Q2: 51,666 shares 51,666 $2.92M 0.27% +1,618 Timeline ALLW SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,862 shares; 2026Q1: 16,018 shares; 2026Q2: 98,294 shares 98,294 $2.88M 0.26% +82,276 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: not loaded; 2024Q4: 55,618 shares; 2025Q1: 48,439 shares; 2025Q2: 45,546 shares; 2025Q3: 40,818 shares; 2025Q4: 47,471 shares; 2026Q1: 47,428 shares; 2026Q2: 47,208 shares 47,208 $2.82M 0.26% -220 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 loaded; 2024Q4: 43,905 shares; 2025Q1: 43,433 shares; 2025Q2: 40,973 shares; 2025Q3: 39,365 shares; 2025Q4: 37,939 shares; 2026Q1: 37,256 shares; 2026Q2: 36,500 shares 36,500 $2.77M 0.25% -756 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 loaded; 2024Q4: 405 shares; 2025Q1: 1,222 shares; 2025Q2: 1,270 shares; 2025Q3: 1,699 shares; 2025Q4: 2,496 shares; 2026Q1: 2,417 shares; 2026Q2: 2,356 shares 2,356 $2.77M 0.25% -61 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: not loaded; 2024Q4: 250 shares; 2025Q1: 4,781 shares; 2025Q2: 3,330 shares; 2025Q3: 47,315 shares; 2025Q4: 48,533 shares; 2026Q1: 53,546 shares; 2026Q2: 53,522 shares 53,522 $2.66M 0.24% -24 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 457 shares; 2025Q1: 48,242 shares; 2025Q2: 66,057 shares; 2025Q3: 63,346 shares; 2025Q4: 63,384 shares; 2026Q1: 58,751 shares; 2026Q2: 58,462 shares 58,462 $2.66M 0.24% -289 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: not loaded; 2024Q4: 53,611 shares; 2025Q1: 60,758 shares; 2025Q2: 62,193 shares; 2025Q3: 69,044 shares; 2025Q4: 74,745 shares; 2026Q1: 51,862 shares; 2026Q2: 44,546 shares 44,546 $2.57M 0.23% -7,316 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: not loaded; 2024Q4: 7,704 shares; 2025Q1: 7,665 shares; 2025Q2: 7,531 shares; 2025Q3: 7,594 shares; 2025Q4: 7,526 shares; 2026Q1: 7,596 shares; 2026Q2: 7,479 shares 7,479 $2.57M 0.23% -117 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,389 shares; 2025Q1: 1,826 shares; 2025Q2: 84,395 shares; 2025Q3: 91,711 shares; 2025Q4: 98,000 shares; 2026Q1: 95,864 shares; 2026Q2: 61,655 shares 61,655 $2.55M 0.23% -34,209 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 loaded; 2024Q4: 21,000 shares; 2025Q1: 19,598 shares; 2025Q2: 20,100 shares; 2025Q3: 20,100 shares; 2025Q4: 22,841 shares; 2026Q1: 22,073 shares; 2026Q2: 21,836 shares 21,836 $2.55M 0.23% -237 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 loaded; 2024Q4: 39,142 shares; 2025Q1: 44,377 shares; 2025Q2: 69,748 shares; 2025Q3: 45,210 shares; 2025Q4: 54,537 shares; 2026Q1: 43,581 shares; 2026Q2: 49,123 shares 49,123 $2.48M 0.23% +5,542 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,898 shares; 2025Q1: 7,448 shares; 2025Q2: 5,853 shares; 2025Q3: 5,853 shares; 2025Q4: 5,853 shares; 2026Q1: 51,863 shares; 2026Q2: 62,354 shares 62,354 $2.41M 0.22% +10,491 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: not loaded; 2024Q4: 7,964 shares; 2025Q1: 8,243 shares; 2025Q2: 7,917 shares; 2025Q3: 7,666 shares; 2025Q4: 14,898 shares; 2026Q1: 13,526 shares; 2026Q2: 12,411 shares 12,411 $2.36M 0.22% -1,115 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,926 shares; 2025Q1: 7,818 shares; 2025Q2: 10,349 shares; 2025Q3: 7,415 shares; 2025Q4: 6,828 shares; 2026Q1: 9,398 shares; 2026Q2: 30,519 shares 30,519 $2.3M 0.21% +21,121 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,141 shares; 2025Q1: 16,379 shares; 2025Q2: 22,733 shares; 2025Q3: 21,809 shares; 2025Q4: 18,416 shares; 2026Q1: 16,613 shares; 2026Q2: 17,904 shares 17,904 $2.29M 0.21% +1,291 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 loaded; 2024Q4: 69,785 shares; 2025Q1: 53,860 shares; 2025Q2: 51,750 shares; 2025Q3: 51,323 shares; 2025Q4: 51,343 shares; 2026Q1: 44,925 shares; 2026Q2: 43,391 shares 43,391 $2.23M 0.2% -1,534 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,132 shares; 2025Q1: 4,118 shares; 2025Q2: 4,253 shares; 2025Q3: 4,173 shares; 2025Q4: 4,199 shares; 2026Q1: 4,348 shares; 2026Q2: 4,230 shares 4,230 $2.21M 0.2% -118 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: not loaded; 2024Q4: 11,127 shares; 2025Q1: 14,095 shares; 2025Q2: 11,977 shares; 2025Q3: 13,671 shares; 2025Q4: 24,497 shares; 2026Q1: 36,142 shares; 2026Q2: 35,735 shares 35,735 $2.2M 0.2% -407 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: not loaded; 2024Q4: 49,457 shares; 2025Q1: 55,361 shares; 2025Q2: 57,722 shares; 2025Q3: 60,747 shares; 2025Q4: 63,986 shares; 2026Q1: 64,506 shares; 2026Q2: 63,732 shares 63,732 $2.13M 0.19% -774 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: not loaded; 2024Q4: 5,043 shares; 2025Q1: 5,712 shares; 2025Q2: 6,775 shares; 2025Q3: 6,679 shares; 2025Q4: 7,053 shares; 2026Q1: 6,070 shares; 2026Q2: 5,964 shares 5,964 $2.1M 0.19% -106 Timeline WCMI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 125,844 shares; 2025Q1: 101,096 shares; 2025Q2: 142,041 shares; 2025Q3: 145,463 shares; 2025Q4: 146,952 shares; 2026Q1: 106,056 shares; 2026Q2: 107,368 shares 107,368 $2.1M 0.19% +1,312 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: not loaded; 2024Q4: 13,699 shares; 2025Q1: 12,379 shares; 2025Q2: 11,882 shares; 2025Q3: 13,635 shares; 2025Q4: 14,279 shares; 2026Q1: 24,981 shares; 2026Q2: 45,309 shares 45,309 $2.09M 0.19% +20,328 Timeline TMSL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,424 shares; 2026Q1: 45,091 shares; 2026Q2: 47,255 shares 47,255 $2.07M 0.19% +2,164 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: not loaded; 2024Q4: 16,204 shares; 2025Q1: 16,981 shares; 2025Q2: 16,664 shares; 2025Q3: 18,937 shares; 2025Q4: 19,862 shares; 2026Q1: 20,185 shares; 2026Q2: 18,151 shares 18,151 $2.06M 0.19% -2,034 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,943 shares; 2025Q1: 5,533 shares; 2025Q2: 5,830 shares; 2025Q3: 5,220 shares; 2025Q4: 5,221 shares; 2026Q1: 6,086 shares; 2026Q2: 6,138 shares 6,138 $2.06M 0.19% +52 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13,441 shares; 2025Q1: 15,764 shares; 2025Q2: 20,397 shares; 2025Q3: 24,422 shares; 2025Q4: 24,060 shares; 2026Q1: 25,237 shares; 2026Q2: 23,141 shares 23,141 $2.01M 0.18% -2,096 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 loaded; 2024Q4: 38 shares; 2025Q1: 38 shares; 2025Q2: 870 shares; 2025Q3: 887 shares; 2025Q4: 1,500 shares; 2026Q1: 11,727 shares; 2026Q2: 39,614 shares 39,614 $2M 0.18% +27,887 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 266 shares; 2025Q1: 618 shares; 2025Q2: 713 shares; 2025Q3: 714 shares; 2025Q4: 17,338 shares; 2026Q1: 18,845 shares; 2026Q2: 20,654 shares 20,654 $1.97M 0.18% +1,809 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 96,497 shares; 2025Q1: 81,288 shares; 2025Q2: 80,395 shares; 2025Q3: 78,163 shares; 2025Q4: 79,208 shares; 2026Q1: 79,857 shares; 2026Q2: 78,964 shares 78,964 $1.92M 0.18% -893 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: not loaded; 2024Q4: 55,046 shares; 2025Q1: 54,157 shares; 2025Q2: 52,489 shares; 2025Q3: 53,713 shares; 2025Q4: 53,752 shares; 2026Q1: 41,581 shares; 2026Q2: 43,792 shares 43,792 $1.9M 0.17% +2,211 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: not loaded; 2024Q4: 17,218 shares; 2025Q1: 18,928 shares; 2025Q2: 29,657 shares; 2025Q3: 29,542 shares; 2025Q4: 28,654 shares; 2026Q1: 23,342 shares; 2026Q2: 19,477 shares 19,477 $1.88M 0.17% -3,865 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: not loaded; 2024Q4: 3,796 shares; 2025Q1: 5,250 shares; 2025Q2: 4,764 shares; 2025Q3: 5,669 shares; 2025Q4: 7,449 shares; 2026Q1: 7,774 shares; 2026Q2: 8,642 shares 8,642 $1.87M 0.17% +868 Timeline PSET PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 29,843 shares; 2025Q1: 30,154 shares; 2025Q2: 29,409 shares; 2025Q3: 28,111 shares; 2025Q4: 27,850 shares; 2026Q1: 25,657 shares; 2026Q2: 24,549 shares 24,549 $1.86M 0.17% -1,108 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,272 shares; 2025Q1: 1,272 shares; 2025Q2: 15,355 shares; 2025Q3: 16,255 shares; 2025Q4: 19,720 shares; 2026Q1: 18,309 shares; 2026Q2: 28,042 shares 28,042 $1.84M 0.17% +9,733 Timeline INMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,998 shares; 2026Q2: 75,367 shares 75,367 $1.83M 0.17% +69,369 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 24,836 shares; 2025Q1: 27,452 shares; 2025Q2: 30,875 shares; 2025Q3: 31,881 shares; 2025Q4: 31,894 shares; 2026Q1: 33,462 shares; 2026Q2: 35,693 shares 35,693 $1.81M 0.16% +2,231 Timeline HBTA HORIZON FDS More: the full row for HORIZON FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 59,883 shares; 2026Q2: 55,162 shares 55,162 $1.8M 0.16% -4,721 Timeline MMIN NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 81,501 shares; 2025Q1: 70,356 shares; 2025Q2: 68,767 shares; 2025Q3: 67,081 shares; 2025Q4: 66,941 shares; 2026Q1: 67,620 shares; 2026Q2: 74,425 shares 74,425 $1.8M 0.16% +6,805 Timeline SMIZ ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 39,660 shares 39,660 $1.77M 0.16% new 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: not loaded; 2024Q4: 3,304 shares; 2025Q1: 11,299 shares; 2025Q2: 3,974 shares; 2025Q3: 3,748 shares; 2025Q4: 3,752 shares; 2026Q1: 17,965 shares; 2026Q2: 77,618 shares 77,618 $1.77M 0.16% +59,653 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,643 shares; 2025Q1: 11,906 shares; 2025Q2: 13,043 shares; 2025Q3: 12,689 shares; 2025Q4: 10,209 shares; 2026Q1: 28,268 shares; 2026Q2: 32,929 shares 32,929 $1.76M 0.16% +4,661 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,168 shares; 2025Q1: 11,992 shares; 2025Q2: 11,938 shares; 2025Q3: 11,938 shares; 2025Q4: 11,917 shares; 2026Q1: 11,917 shares; 2026Q2: 11,991 shares 11,991 $1.76M 0.16% +74 Timeline TDI TOUCHSTONE ETF TRUST More: the full row for TOUCHSTONE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40,093 shares; 2026Q2: 38,929 shares 38,929 $1.75M 0.16% -1,164 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: not loaded; 2024Q4: 667 shares; 2025Q1: 2,743 shares; 2025Q2: 2,824 shares; 2025Q3: 2,764 shares; 2025Q4: 2,448 shares; 2026Q1: 2,359 shares; 2026Q2: 13,856 shares 13,856 $1.72M 0.16% +11,497 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 loaded; 2024Q4: 1,544 shares; 2025Q1: 2,275 shares; 2025Q2: 3,853 shares; 2025Q3: 4,194 shares; 2025Q4: 3,482 shares; 2026Q1: 3,575 shares; 2026Q2: 3,552 shares 3,552 $1.7M 0.15% -23 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 loaded; 2024Q4: 36,156 shares; 2025Q1: 37,805 shares; 2025Q2: 35,953 shares; 2025Q3: 36,092 shares; 2025Q4: 35,521 shares; 2026Q1: 33,506 shares; 2026Q2: 31,527 shares 31,527 $1.69M 0.15% -1,979 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 15,062 shares; 2025Q1: 14,593 shares; 2025Q2: 14,180 shares; 2025Q3: 13,293 shares; 2025Q4: 12,209 shares; 2026Q1: 12,209 shares; 2026Q2: 11,859 shares 11,859 $1.66M 0.15% -350 Timeline NTSX WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 18,979 shares; 2025Q1: 22,014 shares; 2025Q2: 23,245 shares; 2025Q3: 26,641 shares; 2025Q4: 27,491 shares; 2026Q1: 29,404 shares; 2026Q2: 27,944 shares 27,944 $1.65M 0.15% -1,460 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: not loaded; 2024Q4: 9,236 shares; 2025Q1: 10,951 shares; 2025Q2: 11,140 shares; 2025Q3: 11,241 shares; 2025Q4: 11,483 shares; 2026Q1: 11,753 shares; 2026Q2: 11,834 shares 11,834 $1.62M 0.15% +81 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: not loaded; 2024Q4: 4,519 shares; 2025Q1: 7,175 shares; 2025Q2: 4,338 shares; 2025Q3: 4,367 shares; 2025Q4: 4,336 shares; 2026Q1: 4,141 shares; 2026Q2: 4,338 shares 4,338 $1.61M 0.15% +197 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: not loaded; 2024Q4: 16,628 shares; 2025Q1: 15,716 shares; 2025Q2: 15,344 shares; 2025Q3: 14,819 shares; 2025Q4: 14,828 shares; 2026Q1: 14,014 shares; 2026Q2: 13,932 shares 13,932 $1.6M 0.15% -82 Timeline FCAL 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 loaded; 2024Q4: 4,308 shares; 2025Q1: 5,789 shares; 2025Q2: 7,188 shares; 2025Q3: 17,168 shares; 2025Q4: 19,541 shares; 2026Q1: 18,275 shares; 2026Q2: 32,001 shares 32,001 $1.59M 0.14% +13,726 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,853 shares; 2025Q1: 4,411 shares; 2025Q2: 4,691 shares; 2025Q3: 5,216 shares; 2025Q4: 4,356 shares; 2026Q1: 4,026 shares; 2026Q2: 3,619 shares 3,619 $1.56M 0.14% -407 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,420 shares; 2025Q1: 1,460 shares; 2025Q2: 1,760 shares; 2025Q3: 1,810 shares; 2025Q4: 4,370 shares; 2026Q1: 4,810 shares; 2026Q2: 4,382 shares 4,382 $1.55M 0.14% -428 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,655 shares; 2025Q1: 1,720 shares; 2025Q2: 2,340 shares; 2025Q3: 2,611 shares; 2025Q4: 3,289 shares; 2026Q1: 5,064 shares; 2026Q2: 4,235 shares 4,235 $1.55M 0.14% -829 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 21,018 shares 21,018 $1.55M 0.14% new Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 804 shares; 2025Q1: 408 shares; 2025Q2: 10,437 shares; 2025Q3: 5,531 shares; 2025Q4: 6,907 shares; 2026Q1: 8,018 shares; 2026Q2: 30,518 shares 30,518 $1.54M 0.14% +22,500 Timeline QEFA 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: not loaded; 2024Q4: 11,699 shares; 2025Q1: 12,605 shares; 2025Q2: 13,066 shares; 2025Q3: 13,184 shares; 2025Q4: 13,502 shares; 2026Q1: 14,314 shares; 2026Q2: 16,034 shares 16,034 $1.54M 0.14% +1,720 Timeline GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 543,761 shares; 2025Q1: 518,642 shares; 2025Q2: 339,861 shares; 2025Q3: 286,510 shares; 2025Q4: 280,194 shares; 2026Q1: 287,296 shares; 2026Q2: 267,909 shares 267,909 $1.52M 0.14% -19,387 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 loaded; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 31,836 shares; 2025Q3: 38,765 shares; 2025Q4: 36,927 shares; 2026Q1: 15,560 shares; 2026Q2: 9,385 shares 9,385 $1.52M 0.14% -6,175 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 loaded; 2024Q4: 4,163 shares; 2025Q1: 4,483 shares; 2025Q2: 4,382 shares; 2025Q3: 4,470 shares; 2025Q4: 4,542 shares; 2026Q1: 4,645 shares; 2026Q2: 18,658 shares 18,658 $1.5M 0.14% +14,013 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: not loaded; 2024Q4: 15,551 shares; 2025Q1: 14,689 shares; 2025Q2: 14,377 shares; 2025Q3: 13,243 shares; 2025Q4: 12,619 shares; 2026Q1: 12,251 shares; 2026Q2: 12,115 shares 12,115 $1.48M 0.14% -136 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: not loaded; 2024Q4: 9,299 shares; 2025Q1: 9,659 shares; 2025Q2: 9,306 shares; 2025Q3: 10,625 shares; 2025Q4: 10,791 shares; 2026Q1: 10,897 shares; 2026Q2: 10,828 shares 10,828 $1.48M 0.14% -69 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 6,320 shares; 2025Q2: 4,076 shares; 2025Q3: 3,165 shares; 2025Q4: 2,411 shares; 2026Q1: 2,398 shares; 2026Q2: 2,100 shares 2,100 $1.48M 0.13% -298 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 loaded; 2024Q4: 7,596 shares; 2025Q1: 7,835 shares; 2025Q2: 7,747 shares; 2025Q3: 8,801 shares; 2025Q4: 8,845 shares; 2026Q1: 8,938 shares; 2026Q2: 8,882 shares 8,882 $1.47M 0.13% -56 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: not loaded; 2024Q4: 2,738 shares; 2025Q1: 2,596 shares; 2025Q2: 2,838 shares; 2025Q3: 2,780 shares; 2025Q4: 2,787 shares; 2026Q1: 2,823 shares; 2026Q2: 2,834 shares 2,834 $1.44M 0.13% +11 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,627 shares; 2025Q1: 8,241 shares; 2025Q2: 8,194 shares; 2025Q3: 8,548 shares; 2025Q4: 8,619 shares; 2026Q1: 8,536 shares; 2026Q2: 9,424 shares 9,424 $1.43M 0.13% +888 Timeline CAM AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 257,474 shares; 2026Q1: 219,729 shares; 2026Q2: 56,893 shares 56,893 $1.43M 0.13% -162,836 Timeline SDVD 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 61,012 shares 61,012 $1.41M 0.13% new Timeline HFXI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 43,957 shares; 2025Q1: 44,516 shares; 2025Q2: 42,224 shares; 2025Q3: 40,350 shares; 2025Q4: 39,543 shares; 2026Q1: 36,705 shares; 2026Q2: 36,705 shares 36,705 $1.4M 0.13% 0 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: not loaded; 2024Q4: 934 shares; 2025Q1: 1,019 shares; 2025Q2: 958 shares; 2025Q3: 943 shares; 2025Q4: 959 shares; 2026Q1: 1,075 shares; 2026Q2: 1,159 shares 1,159 $1.39M 0.13% +84 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,266 shares; 2025Q1: 2,966 shares; 2025Q2: 2,916 shares; 2025Q3: 2,897 shares; 2025Q4: 2,889 shares; 2026Q1: 2,660 shares; 2026Q2: 15,923 shares 15,923 $1.37M 0.13% +13,263 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 836 shares; 2025Q1: 520 shares; 2025Q2: 1,157 shares; 2025Q3: 998 shares; 2025Q4: 991 shares; 2026Q1: 1,457 shares; 2026Q2: 1,786 shares 1,786 $1.36M 0.12% +329 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 loaded; 2024Q4: 23,111 shares; 2025Q1: 19,177 shares; 2025Q2: 18,831 shares; 2025Q3: 19,351 shares; 2025Q4: 19,735 shares; 2026Q1: 19,297 shares; 2026Q2: 19,106 shares 19,106 $1.36M 0.12% -191 Timeline XMLV 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 loaded; 2024Q4: 21,801 shares; 2025Q1: 22,001 shares; 2025Q2: 22,078 shares; 2025Q3: 20,470 shares; 2025Q4: 20,564 shares; 2026Q1: 20,088 shares; 2026Q2: 20,010 shares 20,010 $1.33M 0.12% -78 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 loaded; 2024Q4: 1,898 shares; 2025Q1: 2,249 shares; 2025Q2: 2,221 shares; 2025Q3: 2,892 shares; 2025Q4: 2,872 shares; 2026Q1: 2,775 shares; 2026Q2: 3,039 shares 3,039 $1.32M 0.12% +264 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 loaded; 2024Q4: 3,923 shares; 2025Q1: 3,952 shares; 2025Q2: 3,779 shares; 2025Q3: 3,747 shares; 2025Q4: 4,310 shares; 2026Q1: 3,722 shares; 2026Q2: 3,780 shares 3,780 $1.28M 0.12% +58 Timeline XMHQ 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 loaded; 2024Q4: 5,631 shares; 2025Q1: 6,836 shares; 2025Q2: 8,175 shares; 2025Q3: 8,597 shares; 2025Q4: 9,232 shares; 2026Q1: 10,048 shares; 2026Q2: 11,284 shares 11,284 $1.27M 0.12% +1,236 Timeline FIW 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 loaded; 2024Q4: 262 shares; 2025Q1: 284 shares; 2025Q2: 284 shares; 2025Q3: 284 shares; 2025Q4: 284 shares; 2026Q1: 300 shares; 2026Q2: 11,588 shares 11,588 $1.27M 0.12% +11,288 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 loaded; 2024Q4: 22,075 shares; 2025Q1: 22,512 shares; 2025Q2: 26,827 shares; 2025Q3: 26,749 shares; 2025Q4: 27,638 shares; 2026Q1: 27,768 shares; 2026Q2: 30,778 shares 30,778 $1.25M 0.11% +3,010 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,500 shares; 2025Q1: 2,596 shares; 2025Q2: 2,596 shares; 2025Q3: 2,596 shares; 2025Q4: 2,501 shares; 2026Q1: 2,501 shares; 2026Q2: 2,501 shares 2,501 $1.24M 0.11% 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; 2024Q3: not loaded; 2024Q4: 4,203 shares; 2025Q1: 3,766 shares; 2025Q2: 4,499 shares; 2025Q3: 4,921 shares; 2025Q4: 4,909 shares; 2026Q1: 4,637 shares; 2026Q2: 4,761 shares 4,761 $1.21M 0.11% +124 Timeline XLY 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 loaded; 2024Q4: 4,942 shares; 2025Q1: 4,911 shares; 2025Q2: 4,911 shares; 2025Q3: 4,912 shares; 2025Q4: 9,848 shares; 2026Q1: 9,776 shares; 2026Q2: 9,741 shares 9,741 $1.14M 0.1% -35 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,632 shares 6,632 $1.13M 0.1% new 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: not loaded; 2024Q4: 22,511 shares; 2025Q1: 24,276 shares; 2025Q2: 25,037 shares; 2025Q3: 25,037 shares; 2025Q4: 23,822 shares; 2026Q1: 23,430 shares; 2026Q2: 19,621 shares 19,621 $1.12M 0.1% -3,809 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,113 shares; 2025Q1: 2,219 shares; 2025Q2: 2,618 shares; 2025Q3: 2,442 shares; 2025Q4: 2,465 shares; 2026Q1: 2,451 shares; 2026Q2: 2,558 shares 2,558 $1.09M 0.1% +107 Timeline CFA VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,698 shares; 2025Q1: 11,436 shares; 2025Q2: 11,123 shares; 2025Q3: 11,148 shares; 2025Q4: 11,107 shares; 2026Q1: 10,999 shares; 2026Q2: 10,986 shares 10,986 $1.09M 0.1% -13 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,724 shares; 2026Q1: 19,914 shares; 2026Q2: 21,830 shares 21,830 $1.05M 0.1% +1,916 Timeline AFG AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,500 shares; 2025Q1: 7,500 shares; 2025Q2: 7,500 shares; 2025Q3: 7,500 shares; 2025Q4: 7,500 shares; 2026Q1: 7,500 shares; 2026Q2: 7,500 shares 7,500 $1.05M 0.1% 0 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 loaded; 2024Q4: 11,816 shares; 2025Q1: 10,825 shares; 2025Q2: 10,231 shares; 2025Q3: 9,888 shares; 2025Q4: 10,120 shares; 2026Q1: 10,120 shares; 2026Q2: 10,057 shares 10,057 $1.04M 0.1% -63 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,248 shares; 2025Q1: 6,874 shares; 2025Q2: 5,319 shares; 2025Q3: 6,363 shares; 2025Q4: 6,363 shares; 2026Q1: 1,755 shares; 2026Q2: 17,906 shares 17,906 $1.03M 0.09% +16,151 Timeline GEM 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 loaded; 2024Q4: 38,668 shares; 2025Q1: 37,645 shares; 2025Q2: 34,402 shares; 2025Q3: 33,676 shares; 2025Q4: 33,336 shares; 2026Q1: 20,424 shares; 2026Q2: 19,766 shares 19,766 $1.03M 0.09% -658 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,210 shares; 2025Q1: 5,477 shares; 2025Q2: 5,569 shares; 2025Q3: 5,503 shares; 2025Q4: 5,446 shares; 2026Q1: 4,608 shares; 2026Q2: 4,554 shares 4,554 $993K 0.09% -54 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 loaded; 2024Q4: 3,311 shares; 2025Q1: 3,236 shares; 2025Q2: 3,446 shares; 2025Q3: 3,472 shares; 2025Q4: 3,362 shares; 2026Q1: 3,279 shares; 2026Q2: 3,229 shares 3,229 $979K 0.09% -50 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 loaded; 2024Q4: 1,907 shares; 2025Q1: 977 shares; 2025Q2: 17,677 shares; 2025Q3: 14,014 shares; 2025Q4: 7,911 shares; 2026Q1: 7,569 shares; 2026Q2: 9,688 shares 9,688 $977K 0.09% +2,119 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,818 shares; 2025Q1: 11,865 shares; 2025Q2: 11,735 shares; 2025Q3: 11,662 shares; 2025Q4: 11,662 shares; 2026Q1: 11,662 shares; 2026Q2: 11,659 shares 11,659 $969K 0.09% -3 Timeline XSHQ 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 loaded; 2024Q4: 13,044 shares; 2025Q1: 15,651 shares; 2025Q2: 19,429 shares; 2025Q3: 20,521 shares; 2025Q4: 21,086 shares; 2026Q1: 21,337 shares; 2026Q2: 19,682 shares 19,682 $952K 0.09% -1,655 Timeline FAD FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,176 shares; 2025Q1: 5,176 shares; 2025Q2: 5,176 shares; 2025Q3: 5,168 shares; 2025Q4: 5,053 shares; 2026Q1: 5,053 shares; 2026Q2: 4,753 shares 4,753 $950K 0.09% -300 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 loaded; 2024Q4: 12,276 shares; 2025Q1: 12,334 shares; 2025Q2: 12,114 shares; 2025Q3: 13,074 shares; 2025Q4: 13,442 shares; 2026Q1: 13,534 shares; 2026Q2: 15,833 shares 15,833 $945K 0.09% +2,299 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: not loaded; 2024Q4: 26,461 shares; 2025Q1: 27,726 shares; 2025Q2: 26,077 shares; 2025Q3: 25,841 shares; 2025Q4: 23,778 shares; 2026Q1: 22,055 shares; 2026Q2: 22,289 shares 22,289 $944K 0.09% +234 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: not loaded; 2024Q4: 7,887 shares; 2025Q1: 8,197 shares; 2025Q2: 7,442 shares; 2025Q3: 7,300 shares; 2025Q4: 6,947 shares; 2026Q1: 6,595 shares; 2026Q2: 5,926 shares 5,926 $940K 0.09% -669 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,635 shares; 2025Q3: 13,234 shares; 2025Q4: 12,758 shares; 2026Q1: 5,199 shares; 2026Q2: 3,229 shares 3,229 $938K 0.09% -1,970 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,268 shares; 2025Q1: 1,268 shares; 2025Q2: 1,268 shares; 2025Q3: 1,268 shares; 2025Q4: 1,268 shares; 2026Q1: 1,268 shares; 2026Q2: 1,239 shares 1,239 $936K 0.09% -29 Timeline FLMI 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 loaded; 2024Q4: 33,647 shares; 2025Q1: 33,434 shares; 2025Q2: 34,892 shares; 2025Q3: 35,467 shares; 2025Q4: 35,765 shares; 2026Q1: 36,099 shares; 2026Q2: 37,148 shares 37,148 $935K 0.09% +1,049 Timeline YNOT HORIZON FDS More: the full row for HORIZON FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,808 shares; 2026Q2: 28,201 shares 28,201 $934K 0.09% +1,393 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 loaded; 2024Q4: 7,713 shares; 2025Q1: 9,155 shares; 2025Q2: 9,445 shares; 2025Q3: 9,296 shares; 2025Q4: 9,392 shares; 2026Q1: 9,429 shares; 2026Q2: 9,441 shares 9,441 $904K 0.08% +12 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 loaded; 2024Q4: 29,919 shares; 2025Q1: 30,586 shares; 2025Q2: 1,263 shares; 2025Q3: not reported; 2025Q4: 5,555 shares; 2026Q1: 34,711 shares; 2026Q2: 37,388 shares 37,388 $892K 0.08% +2,677 Timeline TOUS T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,905 shares; 2026Q1: 26,142 shares; 2026Q2: 22,837 shares 22,837 $876K 0.08% -3,305 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: not loaded; 2024Q4: 6,960 shares; 2025Q1: 6,510 shares; 2025Q2: 6,487 shares; 2025Q3: 7,115 shares; 2025Q4: 7,124 shares; 2026Q1: 6,725 shares; 2026Q2: 6,790 shares 6,790 $873K 0.08% +65 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 loaded; 2024Q4: 1,014 shares; 2025Q1: 1,023 shares; 2025Q2: 1,039 shares; 2025Q3: 1,164 shares; 2025Q4: 1,167 shares; 2026Q1: 1,111 shares; 2026Q2: 1,654 shares 1,654 $858K 0.08% +543 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,267 shares; 2026Q1: 19,375 shares; 2026Q2: 21,055 shares 21,055 $854K 0.08% +1,680 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: not loaded; 2024Q4: 6,792 shares; 2025Q1: 6,088 shares; 2025Q2: 6,014 shares; 2025Q3: 5,962 shares; 2025Q4: 6,190 shares; 2026Q1: 6,213 shares; 2026Q2: 6,000 shares 6,000 $854K 0.08% -213 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: not loaded; 2024Q4: 5,440 shares; 2025Q1: 6,007 shares; 2025Q2: 6,053 shares; 2025Q3: 6,038 shares; 2025Q4: 5,536 shares; 2026Q1: 5,724 shares; 2026Q2: 5,814 shares 5,814 $853K 0.08% +90 Timeline TAN 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 loaded; 2024Q4: 14,490 shares; 2025Q1: 14,490 shares; 2025Q2: 14,490 shares; 2025Q3: 14,505 shares; 2025Q4: 14,505 shares; 2026Q1: 14,505 shares; 2026Q2: 14,410 shares 14,410 $852K 0.08% -95 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 loaded; 2024Q4: 2,331 shares; 2025Q1: 2,908 shares; 2025Q2: 4,433 shares; 2025Q3: 6,251 shares; 2025Q4: 6,896 shares; 2026Q1: 6,889 shares; 2026Q2: 3,428 shares 3,428 $852K 0.08% -3,461 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,242 shares; 2025Q1: 2,238 shares; 2025Q2: 2,403 shares; 2025Q3: 2,467 shares; 2025Q4: 2,507 shares; 2026Q1: 2,567 shares; 2026Q2: 2,571 shares 2,571 $850K 0.08% +4 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 loaded; 2024Q4: 2,229 shares; 2025Q1: 2,289 shares; 2025Q2: 2,693 shares; 2025Q3: 2,680 shares; 2025Q4: 2,682 shares; 2026Q1: 2,319 shares; 2026Q2: 2,821 shares 2,821 $848K 0.08% +502 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: not loaded; 2024Q4: 15,689 shares; 2025Q1: 17,275 shares; 2025Q2: 16,948 shares; 2025Q3: 23,020 shares; 2025Q4: 20,627 shares; 2026Q1: 22,161 shares; 2026Q2: 26,461 shares 26,461 $839K 0.08% +4,300 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 93,941 shares; 2025Q1: 122,394 shares; 2025Q2: 123,355 shares; 2025Q3: 133,467 shares; 2025Q4: 177,962 shares; 2026Q1: 171,894 shares; 2026Q2: 46,591 shares 46,591 $833K 0.08% -125,303 Timeline TBLL 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 loaded; 2024Q4: 7,349 shares; 2025Q1: 6,493 shares; 2025Q2: 5,473 shares; 2025Q3: 5,925 shares; 2025Q4: 7,414 shares; 2026Q1: 6,072 shares; 2026Q2: 7,876 shares 7,876 $831K 0.08% +1,804 Timeline YLDE 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 loaded; 2024Q4: 11,775 shares; 2025Q1: 13,625 shares; 2025Q2: 14,005 shares; 2025Q3: 13,205 shares; 2025Q4: 14,405 shares; 2026Q1: 14,525 shares; 2026Q2: 14,675 shares 14,675 $816K 0.07% +150 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 loaded; 2024Q4: 1,089 shares; 2025Q1: 1,129 shares; 2025Q2: 1,290 shares; 2025Q3: 1,250 shares; 2025Q4: 12,970 shares; 2026Q1: 13,185 shares; 2026Q2: 11,410 shares 11,410 $815K 0.07% -1,775 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 loaded; 2024Q4: 712 shares; 2025Q1: 4,732 shares; 2025Q2: 5,128 shares; 2025Q3: 4,848 shares; 2025Q4: 5,063 shares; 2026Q1: 4,747 shares; 2026Q2: 4,780 shares 4,780 $812K 0.07% +33 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 loaded; 2024Q4: 13,738 shares; 2025Q1: 14,251 shares; 2025Q2: 15,032 shares; 2025Q3: 15,311 shares; 2025Q4: 15,591 shares; 2026Q1: 15,608 shares; 2026Q2: 16,001 shares 16,001 $808K 0.07% +393 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,071 shares; 2025Q3: 10,722 shares; 2025Q4: 11,522 shares; 2026Q1: 11,417 shares; 2026Q2: 11,613 shares 11,613 $807K 0.07% +196 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: not loaded; 2024Q4: 3,572 shares; 2025Q1: 4,457 shares; 2025Q2: 4,282 shares; 2025Q3: 4,303 shares; 2025Q4: 4,266 shares; 2026Q1: 4,260 shares; 2026Q2: 4,347 shares 4,347 $803K 0.07% +87 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,507 shares; 2025Q1: 1,895 shares; 2025Q2: 2,044 shares; 2025Q3: 2,167 shares; 2025Q4: 2,267 shares; 2026Q1: 2,030 shares; 2026Q2: 2,140 shares 2,140 $800K 0.07% +110 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 loaded; 2024Q4: 24 shares; 2025Q1: 24 shares; 2025Q2: 10,860 shares; 2025Q3: 10,839 shares; 2025Q4: 1,240 shares; 2026Q1: 1,241 shares; 2026Q2: 1,245 shares 1,245 $796K 0.07% +4 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,626 shares; 2025Q1: 1,628 shares; 2025Q2: 1,621 shares; 2025Q3: 1,637 shares; 2025Q4: 1,638 shares; 2026Q1: 1,639 shares; 2026Q2: 1,639 shares 1,639 $793K 0.07% 0 Timeline HDMV 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 loaded; 2024Q4: 30,030 shares; 2025Q1: 29,329 shares; 2025Q2: 26,038 shares; 2025Q3: 26,339 shares; 2025Q4: 24,204 shares; 2026Q1: 20,358 shares; 2026Q2: 21,356 shares 21,356 $790K 0.07% +998 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,810 shares; 2025Q1: 2,290 shares; 2025Q2: 2,290 shares; 2025Q3: 2,690 shares; 2025Q4: 3,890 shares; 2026Q1: 4,090 shares; 2026Q2: 4,090 shares 4,090 $790K 0.07% 0 Timeline GVA GRANITE CONSTR INC More: the full row for GRANITE CONSTR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,376 shares; 2025Q1: 5,101 shares; 2025Q2: 5,531 shares; 2025Q3: 5,196 shares; 2025Q4: 5,171 shares; 2026Q1: 4,880 shares; 2026Q2: 4,998 shares 4,998 $790K 0.07% +118 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,671 shares; 2025Q1: 5,664 shares; 2025Q2: 5,806 shares; 2025Q3: 6,271 shares; 2025Q4: 6,258 shares; 2026Q1: 6,369 shares; 2026Q2: 6,654 shares 6,654 $787K 0.07% +285 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: not loaded; 2024Q4: 1,714 shares; 2025Q1: 1,647 shares; 2025Q2: 897 shares; 2025Q3: 1,450 shares; 2025Q4: 1,597 shares; 2026Q1: 1,718 shares; 2026Q2: 1,889 shares 1,889 $785K 0.07% +171 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,200 shares; 2025Q1: 2,200 shares; 2025Q2: 2,000 shares; 2025Q3: 2,085 shares; 2025Q4: 2,121 shares; 2026Q1: 4,013 shares; 2026Q2: 8,632 shares 8,632 $767K 0.07% +4,619 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 loaded; 2024Q4: 26,909 shares; 2025Q1: 26,969 shares; 2025Q2: 26,861 shares; 2025Q3: 18,498 shares; 2025Q4: 16,976 shares; 2026Q1: 14,493 shares; 2026Q2: 14,272 shares 14,272 $754K 0.07% -221 Timeline BRK-A 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1 shares 1 $749K 0.07% new 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 loaded; 2024Q4: 1,767 shares; 2025Q1: 1,783 shares; 2025Q2: 1,900 shares; 2025Q3: 1,949 shares; 2025Q4: 1,464 shares; 2026Q1: 1,469 shares; 2026Q2: 1,488 shares 1,488 $746K 0.07% +19 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 loaded; 2024Q4: 4,042 shares; 2025Q1: 4,065 shares; 2025Q2: 4,596 shares; 2025Q3: 4,555 shares; 2025Q4: 6,344 shares; 2026Q1: 5,753 shares; 2026Q2: 5,872 shares 5,872 $743K 0.07% +119 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: not loaded; 2024Q4: 36,411 shares; 2025Q1: 52,408 shares; 2025Q2: 52,337 shares; 2025Q3: 57,111 shares; 2025Q4: 61,570 shares; 2026Q1: 67,175 shares; 2026Q2: 20,041 shares 20,041 $742K 0.07% -47,134 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 loaded; 2024Q4: 197 shares; 2025Q1: 149 shares; 2025Q2: 149 shares; 2025Q3: 149 shares; 2025Q4: 699 shares; 2026Q1: 2,536 shares; 2026Q2: 2,880 shares 2,880 $736K 0.07% +344 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,638 shares; 2025Q1: 3,089 shares; 2025Q2: 3,150 shares; 2025Q3: 3,151 shares; 2025Q4: 3,032 shares; 2026Q1: 3,154 shares; 2026Q2: 3,291 shares 3,291 $733K 0.07% +137 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: not loaded; 2024Q4: 5,686 shares; 2025Q1: 6,298 shares; 2025Q2: 5,978 shares; 2025Q3: 5,779 shares; 2025Q4: 4,881 shares; 2026Q1: 3,724 shares; 2026Q2: 6,207 shares 6,207 $729K 0.07% +2,483 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: not loaded; 2024Q4: 5,160 shares; 2025Q1: 5,062 shares; 2025Q2: 4,912 shares; 2025Q3: 4,595 shares; 2025Q4: 4,831 shares; 2026Q1: 4,055 shares; 2026Q2: 4,284 shares 4,284 $704K 0.06% +229 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: not loaded; 2024Q4: 6,916 shares; 2025Q1: 7,598 shares; 2025Q2: 7,356 shares; 2025Q3: 7,052 shares; 2025Q4: 7,141 shares; 2026Q1: 7,103 shares; 2026Q2: 8,015 shares 8,015 $704K 0.06% +912 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,106 shares; 2025Q1: 2,075 shares; 2025Q2: 2,576 shares; 2025Q3: 2,579 shares; 2025Q4: 3,753 shares; 2026Q1: 3,515 shares; 2026Q2: 3,508 shares 3,508 $701K 0.06% -7 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 loaded; 2024Q4: 1,018 shares; 2025Q1: 1,016 shares; 2025Q2: 916 shares; 2025Q3: 977 shares; 2025Q4: 977 shares; 2026Q1: 978 shares; 2026Q2: 979 shares 979 $698K 0.06% +1 Timeline FSMD FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 44,974 shares; 2025Q3: 52,411 shares; 2025Q4: 50,995 shares; 2026Q1: 19,629 shares; 2026Q2: 13,205 shares 13,205 $698K 0.06% -6,424 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: not loaded; 2024Q4: 2,031 shares; 2025Q1: 2,124 shares; 2025Q2: 2,627 shares; 2025Q3: 2,635 shares; 2025Q4: 2,485 shares; 2026Q1: 2,710 shares; 2026Q2: 2,747 shares 2,747 $691K 0.06% +37 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: not loaded; 2024Q4: 2,462 shares; 2025Q1: 2,751 shares; 2025Q2: 2,765 shares; 2025Q3: 2,774 shares; 2025Q4: 2,823 shares; 2026Q1: 2,538 shares; 2026Q2: 2,501 shares 2,501 $676K 0.06% -37 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,366 shares; 2025Q1: 8,303 shares; 2025Q2: 6,831 shares; 2025Q3: 7,346 shares; 2025Q4: 15,059 shares; 2026Q1: 14,147 shares; 2026Q2: 12,718 shares 12,718 $675K 0.06% -1,429 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: not loaded; 2024Q4: 10,258 shares; 2025Q1: 9,876 shares; 2025Q2: 9,299 shares; 2025Q3: 9,081 shares; 2025Q4: 8,792 shares; 2026Q1: 8,664 shares; 2026Q2: 8,792 shares 8,792 $666K 0.06% +128 Timeline GPIQ 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,200 shares 11,200 $664K 0.06% new Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,172 shares; 2025Q1: 4,194 shares; 2025Q2: 3,106 shares; 2025Q3: 2,723 shares; 2025Q4: 2,625 shares; 2026Q1: 2,400 shares; 2026Q2: 2,607 shares 2,607 $658K 0.06% +207 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 loaded; 2024Q4: 1,832 shares; 2025Q1: 1,933 shares; 2025Q2: 1,954 shares; 2025Q3: 1,954 shares; 2025Q4: 1,827 shares; 2026Q1: 1,808 shares; 2026Q2: 1,814 shares 1,814 $657K 0.06% +6 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: not loaded; 2024Q4: 8,103 shares; 2025Q1: 8,785 shares; 2025Q2: 8,165 shares; 2025Q3: 8,420 shares; 2025Q4: 8,264 shares; 2026Q1: 7,262 shares; 2026Q2: 6,110 shares 6,110 $655K 0.06% -1,152 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: not loaded; 2024Q4: 30,188 shares; 2025Q1: 29,938 shares; 2025Q2: 23,911 shares; 2025Q3: 28,133 shares; 2025Q4: 30,084 shares; 2026Q1: 23,882 shares; 2026Q2: 12,696 shares 12,696 $640K 0.06% -11,186 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,545 shares; 2025Q1: 1,757 shares; 2025Q2: 1,653 shares; 2025Q3: 1,541 shares; 2025Q4: 1,544 shares; 2026Q1: 1,568 shares; 2026Q2: 1,585 shares 1,585 $630K 0.06% +17 Timeline PTF 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 loaded; 2024Q4: 22,790 shares; 2025Q1: 23,284 shares; 2025Q2: 26,771 shares; 2025Q3: 26,280 shares; 2025Q4: 6,620 shares; 2026Q1: 5,165 shares; 2026Q2: 4,594 shares 4,594 $626K 0.06% -571 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,163 shares; 2025Q1: 1,163 shares; 2025Q2: 1,163 shares; 2025Q3: 1,166 shares; 2025Q4: 1,166 shares; 2026Q1: 1,114 shares; 2026Q2: 1,114 shares 1,114 $625K 0.06% 0 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 loaded; 2024Q4: 1,810 shares; 2025Q1: 7,111 shares; 2025Q2: 7,682 shares; 2025Q3: 7,817 shares; 2025Q4: 8,679 shares; 2026Q1: 9,216 shares; 2026Q2: 9,149 shares 9,149 $618K 0.06% -67 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 loaded; 2024Q4: 4,378 shares; 2025Q1: 4,788 shares; 2025Q2: 5,094 shares; 2025Q3: 6,640 shares; 2025Q4: 6,508 shares; 2026Q1: 7,290 shares; 2026Q2: 8,291 shares 8,291 $616K 0.06% +1,001 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,630 shares; 2025Q1: 6,064 shares; 2025Q2: 5,040 shares; 2025Q3: 4,520 shares; 2025Q4: 4,239 shares; 2026Q1: 3,359 shares; 2026Q2: 4,383 shares 4,383 $612K 0.06% +1,024 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 246 shares; 2025Q1: 1,986 shares; 2025Q2: 2,401 shares; 2025Q3: 2,406 shares; 2025Q4: 2,731 shares; 2026Q1: 2,687 shares; 2026Q2: 2,713 shares 2,713 $609K 0.06% +26 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: not loaded; 2024Q4: 4,852 shares; 2025Q1: 4,955 shares; 2025Q2: 5,011 shares; 2025Q3: 5,141 shares; 2025Q4: 5,287 shares; 2026Q1: 4,646 shares; 2026Q2: 6,276 shares 6,276 $606K 0.06% +1,630 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 905 shares; 2025Q1: 1,039 shares; 2025Q2: 1,155 shares; 2025Q3: 1,148 shares; 2025Q4: 1,132 shares; 2026Q1: 1,167 shares; 2026Q2: 1,190 shares 1,190 $606K 0.06% +23 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,575 shares; 2025Q1: 3,865 shares; 2025Q2: 3,825 shares; 2025Q3: 3,420 shares; 2025Q4: 3,245 shares; 2026Q1: 2,955 shares; 2026Q2: 3,100 shares 3,100 $603K 0.06% +145 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 loaded; 2024Q4: 9,789 shares; 2025Q1: 10,195 shares; 2025Q2: 10,014 shares; 2025Q3: 7,723 shares; 2025Q4: 8,123 shares; 2026Q1: 7,518 shares; 2026Q2: 7,008 shares 7,008 $600K 0.05% -510 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 loaded; 2024Q4: 2,680 shares; 2025Q1: 2,795 shares; 2025Q2: 2,917 shares; 2025Q3: 2,937 shares; 2025Q4: 2,945 shares; 2026Q1: 2,821 shares; 2026Q2: 2,852 shares 2,852 $596K 0.05% +31 Timeline KNF KNIFE RIVER CORP More: the full row for KNIFE RIVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,758 shares; 2025Q1: 4,313 shares; 2025Q2: 4,693 shares; 2025Q3: 4,553 shares; 2025Q4: 5,028 shares; 2026Q1: 5,083 shares; 2026Q2: 7,123 shares 7,123 $596K 0.05% +2,040 Timeline SPHD 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 loaded; 2024Q4: 17,720 shares; 2025Q1: 17,124 shares; 2025Q2: 15,299 shares; 2025Q3: 14,011 shares; 2025Q4: 13,993 shares; 2026Q1: 11,793 shares; 2026Q2: 11,693 shares 11,693 $594K 0.05% -100 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: not loaded; 2024Q4: 6,179 shares; 2025Q1: 4,340 shares; 2025Q2: 3,700 shares; 2025Q3: 3,746 shares; 2025Q4: 3,752 shares; 2026Q1: 3,728 shares; 2026Q2: 3,612 shares 3,612 $591K 0.05% -116 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,872 shares; 2025Q1: 7,101 shares; 2025Q2: 6,762 shares; 2025Q3: 5,960 shares; 2025Q4: 6,002 shares; 2026Q1: 6,017 shares; 2026Q2: 6,801 shares 6,801 $575K 0.05% +784 Timeline HTRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 113,453 shares; 2025Q1: 46,450 shares; 2025Q2: 45,407 shares; 2025Q3: 45,235 shares; 2025Q4: 44,178 shares; 2026Q1: 16,810 shares; 2026Q2: 16,828 shares 16,828 $568K 0.05% +18 Timeline NULG 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: not loaded; 2024Q4: 4,092 shares; 2025Q1: 4,597 shares; 2025Q2: 5,492 shares; 2025Q3: 5,478 shares; 2025Q4: 5,373 shares; 2026Q1: 5,131 shares; 2026Q2: 4,823 shares 4,823 $565K 0.05% -308 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: not loaded; 2024Q4: 1,602 shares; 2025Q1: 1,658 shares; 2025Q2: 1,856 shares; 2025Q3: 2,232 shares; 2025Q4: 2,202 shares; 2026Q1: 2,047 shares; 2026Q2: 2,068 shares 2,068 $563K 0.05% +21 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,881 shares; 2025Q1: 6,870 shares; 2025Q2: 6,870 shares; 2025Q3: 6,870 shares; 2025Q4: 6,870 shares; 2026Q1: 6,870 shares; 2026Q2: 6,870 shares 6,870 $558K 0.05% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,032 shares; 2025Q1: 7,220 shares; 2025Q2: 7,857 shares; 2025Q3: 7,746 shares; 2025Q4: 7,395 shares; 2026Q1: 6,342 shares; 2026Q2: 5,691 shares 5,691 $548K 0.05% -651 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 268 shares; 2025Q1: 268 shares; 2025Q2: 268 shares; 2025Q3: 271 shares; 2025Q4: 1,105 shares; 2026Q1: 1,401 shares; 2026Q2: 1,628 shares 1,628 $540K 0.05% +227 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,359 shares; 2025Q1: 10,995 shares; 2025Q2: 11,208 shares; 2025Q3: 11,666 shares; 2025Q4: 12,278 shares; 2026Q1: 13,738 shares; 2026Q2: 13,906 shares 13,906 $537K 0.05% +168 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 loaded; 2024Q4: 4,375 shares; 2025Q1: 4,591 shares; 2025Q2: 4,831 shares; 2025Q3: 4,834 shares; 2025Q4: 4,810 shares; 2026Q1: 4,723 shares; 2026Q2: 4,826 shares 4,826 $532K 0.05% +103 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: not loaded; 2024Q4: 3,379 shares; 2025Q1: 3,386 shares; 2025Q2: 3,507 shares; 2025Q3: 3,382 shares; 2025Q4: 2,984 shares; 2026Q1: 2,783 shares; 2026Q2: 3,842 shares 3,842 $520K 0.05% +1,059 Timeline SPYX 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 loaded; 2024Q4: 8,836 shares; 2025Q1: 7,960 shares; 2025Q2: 7,779 shares; 2025Q3: 7,739 shares; 2025Q4: 8,619 shares; 2026Q1: 8,680 shares; 2026Q2: 8,501 shares 8,501 $519K 0.05% -179 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 68 shares; 2025Q1: 62 shares; 2025Q2: 73 shares; 2025Q3: 1,475 shares; 2025Q4: 2,192 shares; 2026Q1: 2,410 shares; 2026Q2: 3,417 shares 3,417 $517K 0.05% +1,007 Timeline ULST 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 loaded; 2024Q4: 18,930 shares; 2025Q1: 16,390 shares; 2025Q2: 12,273 shares; 2025Q3: 11,116 shares; 2025Q4: 14,214 shares; 2026Q1: 10,780 shares; 2026Q2: 12,629 shares 12,629 $511K 0.05% +1,849 Timeline VTWO 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 loaded; 2024Q4: 5,278 shares; 2025Q1: 5,534 shares; 2025Q2: 5,618 shares; 2025Q3: 5,535 shares; 2025Q4: 5,561 shares; 2026Q1: 5,623 shares; 2026Q2: 4,191 shares 4,191 $509K 0.05% -1,432 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,320 shares; 2025Q1: 7,421 shares; 2025Q2: 7,602 shares; 2025Q3: 6,589 shares; 2025Q4: 8,359 shares; 2026Q1: 3,126 shares; 2026Q2: 2,709 shares 2,709 $502K 0.05% -417 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 loaded; 2024Q4: 370 shares; 2025Q1: 1,023 shares; 2025Q2: 2,263 shares; 2025Q3: 4,147 shares; 2025Q4: 4,198 shares; 2026Q1: 4,428 shares; 2026Q2: 6,101 shares 6,101 $501K 0.05% +1,673 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,300 shares; 2025Q1: 2,285 shares; 2025Q2: 2,290 shares; 2025Q3: 2,231 shares; 2025Q4: 2,281 shares; 2026Q1: 2,254 shares; 2026Q2: 2,269 shares 2,269 $500K 0.05% +15 Timeline PSI 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 loaded; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 957 shares; 2026Q1: 3,093 shares; 2026Q2: 2,635 shares 2,635 $495K 0.05% -458 Timeline TIC TIC SOLUTIONS INC More: the full row for TIC SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 59,919 shares; 2025Q4: 59,919 shares; 2026Q1: 59,919 shares; 2026Q2: 59,919 shares 59,919 $485K 0.04% 0 Timeline FCPI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 41,129 shares; 2025Q3: 41,168 shares; 2025Q4: 39,696 shares; 2026Q1: 15,107 shares; 2026Q2: 8,857 shares 8,857 $484K 0.04% -6,250 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,498 shares; 2026Q2: 15,222 shares 15,222 $484K 0.04% +13,724 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: not loaded; 2024Q4: 1,682 shares; 2025Q1: 1,511 shares; 2025Q2: 1,594 shares; 2025Q3: 1,596 shares; 2025Q4: 1,528 shares; 2026Q1: 1,459 shares; 2026Q2: 1,716 shares 1,716 $483K 0.04% +257 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 loaded; 2024Q4: 3,434 shares; 2025Q1: 4,154 shares; 2025Q2: 4,069 shares; 2025Q3: 4,995 shares; 2025Q4: 5,093 shares; 2026Q1: 5,480 shares; 2026Q2: 5,926 shares 5,926 $482K 0.04% +446 Timeline TBIL 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: not loaded; 2024Q4: 10,887 shares; 2025Q1: 10,557 shares; 2025Q2: 9,794 shares; 2025Q3: 9,827 shares; 2025Q4: 9,865 shares; 2026Q1: 9,715 shares; 2026Q2: 9,633 shares 9,633 $480K 0.04% -82 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: not loaded; 2024Q4: 2,584 shares; 2025Q1: 3,994 shares; 2025Q2: 2,569 shares; 2025Q3: 2,827 shares; 2025Q4: 2,060 shares; 2026Q1: 2,781 shares; 2026Q2: 5,063 shares 5,063 $479K 0.04% +2,282 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,418 shares; 2025Q1: 10,328 shares; 2025Q2: 10,346 shares; 2025Q3: 9,803 shares; 2025Q4: 9,815 shares; 2026Q1: 9,145 shares; 2026Q2: 9,159 shares 9,159 $478K 0.04% +14 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: not loaded; 2024Q4: 2,620 shares; 2025Q1: 3,280 shares; 2025Q2: 2,649 shares; 2025Q3: 2,612 shares; 2025Q4: 2,615 shares; 2026Q1: 2,227 shares; 2026Q2: 2,230 shares 2,230 $475K 0.04% +3 Timeline FLY FIREFLY AEROSPACE INC More: the full row for FIREFLY AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,790 shares; 2026Q2: 16,108 shares 16,108 $474K 0.04% +12,318 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: not loaded; 2024Q4: 1,470 shares; 2025Q1: 1,395 shares; 2025Q2: 1,976 shares; 2025Q3: 1,880 shares; 2025Q4: 1,880 shares; 2026Q1: 1,771 shares; 2026Q2: 1,771 shares 1,771 $469K 0.04% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 242 shares; 2025Q1: 142 shares; 2025Q2: 83 shares; 2025Q3: 84 shares; 2025Q4: 1,560 shares; 2026Q1: 3,786 shares; 2026Q2: 4,262 shares 4,262 $468K 0.04% +476 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,401 shares; 2025Q1: 2,592 shares; 2025Q2: 2,580 shares; 2025Q3: 3,028 shares; 2025Q4: 2,847 shares; 2026Q1: 3,049 shares; 2026Q2: 3,189 shares 3,189 $467K 0.04% +140 Timeline CRBN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,941 shares; 2025Q1: 1,734 shares; 2025Q2: 1,694 shares; 2025Q3: 1,701 shares; 2025Q4: 1,892 shares; 2026Q1: 1,860 shares; 2026Q2: 1,829 shares 1,829 $463K 0.04% -31 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,452 shares; 2025Q1: 9,781 shares; 2025Q2: 8,211 shares; 2025Q3: 7,325 shares; 2025Q4: 10,736 shares; 2026Q1: 8,807 shares; 2026Q2: 8,809 shares 8,809 $462K 0.04% +2 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: not loaded; 2024Q4: 2,757 shares; 2025Q1: 2,707 shares; 2025Q2: 2,409 shares; 2025Q3: 2,313 shares; 2025Q4: 2,352 shares; 2026Q1: 2,515 shares; 2026Q2: 2,528 shares 2,528 $457K 0.04% +13 Timeline MISL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,000 shares; 2025Q1: 9,000 shares; 2025Q2: 9,100 shares; 2025Q3: 9,975 shares; 2025Q4: 9,975 shares; 2026Q1: 10,305 shares; 2026Q2: 9,875 shares 9,875 $452K 0.04% -430 Timeline GRNB 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 loaded; 2024Q4: 16,615 shares; 2025Q1: 16,865 shares; 2025Q2: 16,577 shares; 2025Q3: 16,854 shares; 2025Q4: 17,372 shares; 2026Q1: 17,637 shares; 2026Q2: 18,603 shares 18,603 $449K 0.04% +966 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 25,195 shares; 2025Q1: 21,964 shares; 2025Q2: 16,308 shares; 2025Q3: 15,378 shares; 2025Q4: 15,463 shares; 2026Q1: 16,100 shares; 2026Q2: 16,091 shares 16,091 $446K 0.04% -9 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 loaded; 2024Q4: 2,342 shares; 2025Q1: 2,325 shares; 2025Q2: 2,811 shares; 2025Q3: 2,873 shares; 2025Q4: 2,838 shares; 2026Q1: 2,780 shares; 2026Q2: 2,929 shares 2,929 $444K 0.04% +149 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: not loaded; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 2,883 shares; 2025Q3: 2,883 shares; 2025Q4: 3,309 shares; 2026Q1: 3,316 shares; 2026Q2: 3,318 shares 3,318 $442K 0.04% +2 Timeline PID 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 loaded; 2024Q4: 59,102 shares; 2025Q1: 37,583 shares; 2025Q2: 29,451 shares; 2025Q3: 27,132 shares; 2025Q4: 23,718 shares; 2026Q1: 21,813 shares; 2026Q2: 19,775 shares 19,775 $439K 0.04% -2,038 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: not loaded; 2024Q4: 583 shares; 2025Q1: 534 shares; 2025Q2: 532 shares; 2025Q3: 647 shares; 2025Q4: 602 shares; 2026Q1: 677 shares; 2026Q2: 680 shares 680 $432K 0.04% +3 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36,846 shares; 2025Q3: 35,597 shares; 2025Q4: 33,605 shares; 2026Q1: 13,162 shares; 2026Q2: 7,133 shares 7,133 $430K 0.04% -6,029 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,372 shares; 2025Q1: 8,747 shares; 2025Q2: 8,683 shares; 2025Q3: 8,664 shares; 2025Q4: 8,416 shares; 2026Q1: 8,417 shares; 2026Q2: 7,537 shares 7,537 $426K 0.04% -880 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; 2024Q3: not loaded; 2024Q4: 10,072 shares; 2025Q1: 9,709 shares; 2025Q2: 9,752 shares; 2025Q3: 9,752 shares; 2025Q4: 9,795 shares; 2026Q1: 9,757 shares; 2026Q2: 11,748 shares 11,748 $424K 0.04% +1,991 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: not loaded; 2024Q4: 4,267 shares; 2025Q1: 4,014 shares; 2025Q2: 3,103 shares; 2025Q3: 3,485 shares; 2025Q4: 4,034 shares; 2026Q1: 5,736 shares; 2026Q2: 8,090 shares 8,090 $423K 0.04% +2,354 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 loaded; 2024Q4: 17,782 shares; 2025Q1: 18,266 shares; 2025Q2: 17,451 shares; 2025Q3: 18,370 shares; 2025Q4: 18,835 shares; 2026Q1: 19,715 shares; 2026Q2: 18,272 shares 18,272 $423K 0.04% -1,443 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 loaded; 2024Q4: 4,246 shares; 2025Q1: 4,891 shares; 2025Q2: 4,785 shares; 2025Q3: 4,863 shares; 2025Q4: 4,655 shares; 2026Q1: 4,698 shares; 2026Q2: 4,669 shares 4,669 $423K 0.04% -29 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 115,658 shares; 2025Q1: 103,486 shares; 2025Q2: 75,538 shares; 2025Q3: 64,577 shares; 2025Q4: 63,656 shares; 2026Q1: 55,239 shares; 2026Q2: 26,713 shares 26,713 $421K 0.04% -28,526 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 557 shares; 2025Q1: 543 shares; 2025Q2: 540 shares; 2025Q3: 540 shares; 2025Q4: 540 shares; 2026Q1: 580 shares; 2026Q2: 583 shares 583 $420K 0.04% +3 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: not loaded; 2024Q4: 41,534 shares; 2025Q1: 35,447 shares; 2025Q2: 33,155 shares; 2025Q3: 38,731 shares; 2025Q4: 46,876 shares; 2026Q1: 31,563 shares; 2026Q2: 14,411 shares 14,411 $409K 0.04% -17,152 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,553 shares; 2026Q2: 4,608 shares 4,608 $409K 0.04% +3,055 Timeline IQSI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,436 shares; 2025Q1: 3,176 shares; 2025Q2: 5,335 shares; 2025Q3: 5,328 shares; 2025Q4: 11,152 shares; 2026Q1: 11,157 shares; 2026Q2: 10,664 shares 10,664 $408K 0.04% -493 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: not loaded; 2024Q4: 435 shares; 2025Q1: 7,636 shares; 2025Q2: 608 shares; 2025Q3: 4,310 shares; 2025Q4: 4,310 shares; 2026Q1: 4,310 shares; 2026Q2: 4,759 shares 4,759 $407K 0.04% +449 Timeline VTC 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 loaded; 2024Q4: 4,916 shares; 2025Q1: 4,953 shares; 2025Q2: 5,013 shares; 2025Q3: 5,076 shares; 2025Q4: 5,157 shares; 2026Q1: 5,198 shares; 2026Q2: 5,263 shares 5,263 $404K 0.04% +65 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 loaded; 2024Q4: 252 shares; 2025Q1: 252 shares; 2025Q2: 252 shares; 2025Q3: 266 shares; 2025Q4: 266 shares; 2026Q1: 372 shares; 2026Q2: 455 shares 455 $390K 0.04% +83 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: not loaded; 2024Q4: 4,485 shares; 2025Q1: 4,132 shares; 2025Q2: 4,271 shares; 2025Q3: 4,301 shares; 2025Q4: 4,047 shares; 2026Q1: 3,206 shares; 2026Q2: 2,469 shares 2,469 $390K 0.04% -737 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 590 shares; 2025Q1: 593 shares; 2025Q2: 1,165 shares; 2025Q3: 1,477 shares; 2025Q4: 1,448 shares; 2026Q1: 1,785 shares; 2026Q2: 1,939 shares 1,939 $389K 0.04% +154 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 loaded; 2024Q4: 1,129 shares; 2025Q1: 1,157 shares; 2025Q2: 718 shares; 2025Q3: 724 shares; 2025Q4: 684 shares; 2026Q1: 685 shares; 2026Q2: 754 shares 754 $387K 0.04% +69 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: not loaded; 2024Q4: 4,241 shares; 2025Q1: 4,488 shares; 2025Q2: 4,491 shares; 2025Q3: 4,497 shares; 2025Q4: 4,566 shares; 2026Q1: 4,579 shares; 2026Q2: 4,614 shares 4,614 $386K 0.04% +35 Timeline LUNR INTUITIVE MACHINES INC More: the full row for INTUITIVE MACHINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 2,800 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 17,986 shares 17,986 $385K 0.04% +16,986 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: not loaded; 2024Q4: 29,301 shares; 2025Q1: 15,663 shares; 2025Q2: 11,671 shares; 2025Q3: 10,555 shares; 2025Q4: 8,940 shares; 2026Q1: 8,312 shares; 2026Q2: 7,540 shares 7,540 $381K 0.03% -772 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 24,500 shares; 2025Q1: 20,272 shares; 2025Q2: 10,447 shares; 2025Q3: 10,447 shares; 2025Q4: 10,447 shares; 2026Q1: 10,416 shares; 2026Q2: 10,416 shares 10,416 $378K 0.03% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,172 shares; 2025Q1: 5,075 shares; 2025Q2: 4,995 shares; 2025Q3: 4,900 shares; 2025Q4: 4,746 shares; 2026Q1: 4,454 shares; 2026Q2: 4,565 shares 4,565 $377K 0.03% +111 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: not loaded; 2024Q4: 120 shares; 2025Q1: 141 shares; 2025Q2: 180 shares; 2025Q3: 178 shares; 2025Q4: 191 shares; 2026Q1: 50 shares; 2026Q2: 3,132 shares 3,132 $374K 0.03% +3,082 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 loaded; 2024Q4: 96 shares; 2025Q1: 105 shares; 2025Q2: 122 shares; 2025Q3: 128 shares; 2025Q4: 116 shares; 2026Q1: 202 shares; 2026Q2: 187 shares 187 $372K 0.03% -15 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 786 shares; 2025Q1: 951 shares; 2025Q2: 1,022 shares; 2025Q3: 1,225 shares; 2025Q4: 1,225 shares; 2026Q1: 1,303 shares; 2026Q2: 1,255 shares 1,255 $370K 0.03% -48 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,644 shares; 2025Q1: 2,339 shares; 2025Q2: 2,086 shares; 2025Q3: 2,159 shares; 2025Q4: 1,360 shares; 2026Q1: 1,066 shares; 2026Q2: 1,202 shares 1,202 $358K 0.03% +136 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 743 shares; 2025Q1: 718 shares; 2025Q2: 722 shares; 2025Q3: 892 shares; 2025Q4: 881 shares; 2026Q1: 1,069 shares; 2026Q2: 1,175 shares 1,175 $350K 0.03% +106 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 loaded; 2024Q4: 12,953 shares; 2025Q1: 12,953 shares; 2025Q2: 9,427 shares; 2025Q3: 7,821 shares; 2025Q4: 10,945 shares; 2026Q1: 10,921 shares; 2026Q2: 10,243 shares 10,243 $347K 0.03% -678 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,102 shares; 2025Q1: 8,202 shares; 2025Q2: 3,704 shares; 2025Q3: 3,653 shares; 2025Q4: 3,355 shares; 2026Q1: 3,332 shares; 2026Q2: 3,386 shares 3,386 $346K 0.03% +54 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: not loaded; 2024Q4: 5,559 shares; 2025Q1: 5,672 shares; 2025Q2: 5,075 shares; 2025Q3: 5,078 shares; 2025Q4: 5,071 shares; 2026Q1: 4,995 shares; 2026Q2: 4,778 shares 4,778 $344K 0.03% -217 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 loaded; 2024Q4: 338 shares; 2025Q1: 329 shares; 2025Q2: 84 shares; 2025Q3: 229 shares; 2025Q4: 491 shares; 2026Q1: 1,194 shares; 2026Q2: 1,417 shares 1,417 $344K 0.03% +223 Timeline RODM 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 loaded; 2024Q4: 3,440 shares; 2025Q1: 2,600 shares; 2025Q2: 2,616 shares; 2025Q3: 8,274 shares; 2025Q4: 8,364 shares; 2026Q1: 8,364 shares; 2026Q2: 8,469 shares 8,469 $342K 0.03% +105 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 311 shares; 2025Q1: 292 shares; 2025Q2: 292 shares; 2025Q3: 293 shares; 2025Q4: 293 shares; 2026Q1: 989 shares; 2026Q2: 1,279 shares 1,279 $333K 0.03% +290 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 333 shares; 2026Q2: 3,242 shares 3,242 $331K 0.03% +2,909 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: not loaded; 2024Q4: 1,095 shares; 2025Q1: 880 shares; 2025Q2: 884 shares; 2025Q3: 889 shares; 2025Q4: 2,828 shares; 2026Q1: 883 shares; 2026Q2: 3,051 shares 3,051 $328K 0.03% +2,168 Timeline DBEF 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 loaded; 2024Q4: 4,605 shares; 2025Q1: 4,755 shares; 2025Q2: 4,961 shares; 2025Q3: 5,561 shares; 2025Q4: 5,967 shares; 2026Q1: 5,967 shares; 2026Q2: 5,967 shares 5,967 $326K 0.03% 0 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,952 shares; 2025Q1: 1,899 shares; 2025Q2: 2,220 shares; 2025Q3: 3,476 shares; 2025Q4: 3,095 shares; 2026Q1: 3,220 shares; 2026Q2: 3,509 shares 3,509 $325K 0.03% +289 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,760 shares; 2025Q1: 9,764 shares; 2025Q2: 7,359 shares; 2025Q3: 8,149 shares; 2025Q4: 9,170 shares; 2026Q1: 7,718 shares; 2026Q2: 9,770 shares 9,770 $325K 0.03% +2,052 Timeline ABSI ABSCI CORPORATION More: the full row for ABSCI CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 28,000 shares 28,000 $325K 0.03% 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,496 shares; 2025Q4: 30,226 shares; 2026Q1: 25,955 shares; 2026Q2: 8,061 shares 8,061 $316K 0.03% -17,894 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 loaded; 2024Q4: 740 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,839 shares; 2026Q2: 5,904 shares 5,904 $316K 0.03% +65 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 316 shares; 2025Q1: 307 shares; 2025Q2: 305 shares; 2025Q3: 305 shares; 2025Q4: 305 shares; 2026Q1: 305 shares; 2026Q2: 311 shares 311 $315K 0.03% +6 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: not loaded; 2024Q4: 1,140 shares; 2025Q1: 783 shares; 2025Q2: 583 shares; 2025Q3: 230 shares; 2025Q4: 376 shares; 2026Q1: 446 shares; 2026Q2: 479 shares 479 $314K 0.03% +33 Timeline NUMG 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: not loaded; 2024Q4: 6,320 shares; 2025Q1: 6,375 shares; 2025Q2: 6,193 shares; 2025Q3: 6,172 shares; 2025Q4: 6,264 shares; 2026Q1: 6,272 shares; 2026Q2: 6,682 shares 6,682 $314K 0.03% +410 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,604 shares; 2025Q1: 1,604 shares; 2025Q2: 1,592 shares; 2025Q3: 1,592 shares; 2025Q4: 1,592 shares; 2026Q1: 1,733 shares; 2026Q2: 1,775 shares 1,775 $313K 0.03% +42 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 55,296 shares; 2026Q1: 64,156 shares; 2026Q2: 9,453 shares 9,453 $310K 0.03% -54,703 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 68 shares; 2025Q1: 92 shares; 2025Q2: 226 shares; 2025Q3: 92 shares; 2025Q4: 92 shares; 2026Q1: 761 shares; 2026Q2: 1,140 shares 1,140 $310K 0.03% +379 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 loaded; 2024Q4: 2,127 shares; 2025Q1: 2,059 shares; 2025Q2: 1,699 shares; 2025Q3: 1,669 shares; 2025Q4: 1,606 shares; 2026Q1: 1,530 shares; 2026Q2: 1,532 shares 1,532 $303K 0.03% +2 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 loaded; 2024Q4: 16,186 shares; 2025Q1: 23,842 shares; 2025Q2: 23,364 shares; 2025Q3: 29,862 shares; 2025Q4: 33,640 shares; 2026Q1: 29,548 shares; 2026Q2: 13,573 shares 13,573 $303K 0.03% -15,975 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,885 shares; 2025Q1: 2,849 shares; 2025Q2: 2,286 shares; 2025Q3: 2,288 shares; 2025Q4: 2,031 shares; 2026Q1: 2,090 shares; 2026Q2: 2,162 shares 2,162 $303K 0.03% +72 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 loaded; 2024Q4: 937 shares; 2025Q1: 1,153 shares; 2025Q2: 1,104 shares; 2025Q3: 1,104 shares; 2025Q4: 913 shares; 2026Q1: 827 shares; 2026Q2: 826 shares 826 $302K 0.03% -1 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,436 shares; 2025Q1: 2,439 shares; 2025Q2: 4,517 shares; 2025Q3: 6,678 shares; 2025Q4: 6,539 shares; 2026Q1: 5,542 shares; 2026Q2: 5,508 shares 5,508 $299K 0.03% -34 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,242 shares 3,242 $298K 0.03% new Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 797 shares; 2025Q1: 797 shares; 2025Q2: 797 shares; 2025Q3: 798 shares; 2025Q4: 798 shares; 2026Q1: 798 shares; 2026Q2: 798 shares 798 $296K 0.03% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,714 shares; 2025Q1: 3,633 shares; 2025Q2: 3,490 shares; 2025Q3: 3,305 shares; 2025Q4: 3,358 shares; 2026Q1: 2,736 shares; 2026Q2: 2,823 shares 2,823 $294K 0.03% +87 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,392 shares; 2025Q1: 1,367 shares; 2025Q2: 1,373 shares; 2025Q3: 1,377 shares; 2025Q4: 1,383 shares; 2026Q1: 1,849 shares; 2026Q2: 2,407 shares 2,407 $293K 0.03% +558 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,595 shares; 2025Q1: 2,905 shares; 2025Q2: 3,565 shares; 2025Q3: 3,482 shares; 2025Q4: 5,653 shares; 2026Q1: 11,379 shares; 2026Q2: 7,132 shares 7,132 $293K 0.03% -4,247 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 loaded; 2024Q4: 2,246 shares; 2025Q1: 2,150 shares; 2025Q2: 2,145 shares; 2025Q3: 2,124 shares; 2025Q4: 2,185 shares; 2026Q1: 2,191 shares; 2026Q2: 3,202 shares 3,202 $291K 0.03% +1,011 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 loaded; 2024Q4: 1,660 shares; 2025Q1: 1,588 shares; 2025Q2: 1,347 shares; 2025Q3: 1,348 shares; 2025Q4: 1,298 shares; 2026Q1: 1,151 shares; 2026Q2: 1,195 shares 1,195 $290K 0.03% +44 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 loaded; 2024Q4: 8,142 shares; 2025Q1: 1,507 shares; 2025Q2: 3,160 shares; 2025Q3: 4,006 shares; 2025Q4: 3,875 shares; 2026Q1: 4,134 shares; 2026Q2: 4,528 shares 4,528 $285K 0.03% +394 Timeline CCL CARNIVAL CORP LTD More: the full row for CARNIVAL CORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,895 shares 9,895 $283K 0.03% new 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: not loaded; 2024Q4: 572 shares; 2025Q1: 572 shares; 2025Q2: 543 shares; 2025Q3: 517 shares; 2025Q4: 462 shares; 2026Q1: 450 shares; 2026Q2: 450 shares 450 $281K 0.03% 0 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,939 shares; 2025Q1: 4,970 shares; 2025Q2: 4,970 shares; 2025Q3: 4,970 shares; 2025Q4: 4,994 shares; 2026Q1: 5,053 shares; 2026Q2: 6,420 shares 6,420 $281K 0.03% +1,367 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,837 shares; 2025Q1: 9,258 shares; 2025Q2: 9,582 shares; 2025Q3: 9,582 shares; 2025Q4: 9,589 shares; 2026Q1: 9,521 shares; 2026Q2: 9,528 shares 9,528 $280K 0.03% +7 Timeline JSML JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,776 shares; 2025Q1: 3,776 shares; 2025Q2: 3,733 shares; 2025Q3: 3,371 shares; 2025Q4: 3,357 shares; 2026Q1: 2,950 shares; 2026Q2: 2,950 shares 2,950 $275K 0.03% 0 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 loaded; 2024Q4: 32,320 shares; 2025Q1: 31,938 shares; 2025Q2: 26,457 shares; 2025Q3: 17,766 shares; 2025Q4: 13,740 shares; 2026Q1: 10,213 shares; 2026Q2: 11,293 shares 11,293 $272K 0.02% +1,080 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 67 shares; 2025Q1: 68 shares; 2025Q2: 68 shares; 2025Q3: 1,137 shares; 2025Q4: 1,320 shares; 2026Q1: 104 shares; 2026Q2: 1,206 shares 1,206 $272K 0.02% +1,102 Timeline TTMI TTM TECHNOLOGIES INC More: the full row for TTM TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 185 shares; 2026Q1: 1,109 shares; 2026Q2: 1,428 shares 1,428 $267K 0.02% +319 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 233 shares; 2025Q1: 9,653 shares; 2025Q2: 10,917 shares; 2025Q3: 9,509 shares; 2025Q4: 8,619 shares; 2026Q1: 8,170 shares; 2026Q2: 5,204 shares 5,204 $267K 0.02% -2,966 Timeline BUFD 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 loaded; 2024Q4: 30,417 shares; 2025Q1: 10,280 shares; 2025Q2: 10,280 shares; 2025Q3: 8,915 shares; 2025Q4: 8,915 shares; 2026Q1: 8,915 shares; 2026Q2: 8,915 shares 8,915 $265K 0.02% 0 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,497 shares; 2025Q1: 7,054 shares; 2025Q2: 6,934 shares; 2025Q3: 6,774 shares; 2025Q4: 7,680 shares; 2026Q1: 7,756 shares; 2026Q2: 4,264 shares 4,264 $264K 0.02% -3,492 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 loaded; 2024Q4: 557 shares; 2025Q1: 789 shares; 2025Q2: 849 shares; 2025Q3: 1,045 shares; 2025Q4: 1,029 shares; 2026Q1: 1,107 shares; 2026Q2: 1,174 shares 1,174 $262K 0.02% +67 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: not loaded; 2024Q4: 4,294 shares; 2025Q1: 7,133 shares; 2025Q2: 5,904 shares; 2025Q3: 8,321 shares; 2025Q4: 10,715 shares; 2026Q1: 9,313 shares; 2026Q2: 5,015 shares 5,015 $260K 0.02% -4,298 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 loaded; 2024Q4: 3,704 shares; 2025Q1: 4,005 shares; 2025Q2: 3,884 shares; 2025Q3: 3,873 shares; 2025Q4: 3,873 shares; 2026Q1: 3,898 shares; 2026Q2: 3,245 shares 3,245 $260K 0.02% -653 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 857 shares; 2025Q1: 857 shares; 2025Q2: 857 shares; 2025Q3: 857 shares; 2025Q4: 857 shares; 2026Q1: 857 shares; 2026Q2: 857 shares 857 $259K 0.02% 0 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 loaded; 2024Q4: 3,156 shares; 2025Q1: 542 shares; 2025Q2: 571 shares; 2025Q3: 495 shares; 2025Q4: 387 shares; 2026Q1: 3,499 shares; 2026Q2: 3,464 shares 3,464 $258K 0.02% -35 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: not loaded; 2024Q4: 4,659 shares; 2025Q1: 476 shares; 2025Q2: 3,589 shares; 2025Q3: 3,574 shares; 2025Q4: 3,539 shares; 2026Q1: 3,687 shares; 2026Q2: 3,189 shares 3,189 $256K 0.02% -498 Timeline EES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 117 shares; 2025Q1: 534 shares; 2025Q2: 535 shares; 2025Q3: 537 shares; 2025Q4: 538 shares; 2026Q1: 539 shares; 2026Q2: 3,760 shares 3,760 $255K 0.02% +3,221 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 loaded; 2024Q4: 977 shares; 2025Q1: 1,576 shares; 2025Q2: 1,352 shares; 2025Q3: 2,614 shares; 2025Q4: 2,614 shares; 2026Q1: 3,107 shares; 2026Q2: 2,369 shares 2,369 $255K 0.02% -738 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: not loaded; 2024Q4: 6,052 shares; 2025Q1: 6,359 shares; 2025Q2: 4,251 shares; 2025Q3: 3,014 shares; 2025Q4: 3,306 shares; 2026Q1: 3,285 shares; 2026Q2: 2,934 shares 2,934 $254K 0.02% -351 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 loaded; 2024Q4: 2,827 shares; 2025Q1: 2,827 shares; 2025Q2: 2,828 shares; 2025Q3: 2,826 shares; 2025Q4: 2,826 shares; 2026Q1: 2,826 shares; 2026Q2: 2,828 shares 2,828 $252K 0.02% +2 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 loaded; 2024Q4: 6,271 shares; 2025Q1: 1,873 shares; 2025Q2: 22,735 shares; 2025Q3: 17,674 shares; 2025Q4: 16,412 shares; 2026Q1: 6,829 shares; 2026Q2: 3,348 shares 3,348 $251K 0.02% -3,481 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 822 shares; 2025Q1: 924 shares; 2025Q2: 1,058 shares; 2025Q3: 1,138 shares; 2025Q4: 1,119 shares; 2026Q1: 1,214 shares; 2026Q2: 1,215 shares 1,215 $250K 0.02% +1 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: not loaded; 2024Q4: 6,369 shares; 2025Q1: 6,292 shares; 2025Q2: 6,521 shares; 2025Q3: 6,474 shares; 2025Q4: 5,992 shares; 2026Q1: 5,626 shares; 2026Q2: 3,247 shares 3,247 $249K 0.02% -2,379 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,712 shares; 2025Q1: 1,701 shares; 2025Q2: 1,566 shares; 2025Q3: 1,520 shares; 2025Q4: 1,745 shares; 2026Q1: 1,888 shares; 2026Q2: 1,588 shares 1,588 $248K 0.02% -300 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,110 shares 1,110 $245K 0.02% new Timeline MXL MAXLINEAR INC More: the full row for MAXLINEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,899 shares 1,899 $243K 0.02% new Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 808 shares; 2025Q1: 837 shares; 2025Q2: 1,654 shares; 2025Q3: 1,654 shares; 2025Q4: 1,624 shares; 2026Q1: 1,626 shares; 2026Q2: 1,640 shares 1,640 $240K 0.02% +14 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,055 shares; 2025Q1: 3,655 shares; 2025Q2: 3,585 shares; 2025Q3: 3,701 shares; 2025Q4: 3,679 shares; 2026Q1: 2,969 shares; 2026Q2: 2,965 shares 2,965 $240K 0.02% -4 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 535 shares; 2025Q1: 535 shares; 2025Q2: 535 shares; 2025Q3: 535 shares; 2025Q4: 537 shares; 2026Q1: 537 shares; 2026Q2: 531 shares 531 $239K 0.02% -6 Timeline XMVM 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 loaded; 2024Q4: not reported; 2025Q1: 5,555 shares; 2025Q2: 9,094 shares; 2025Q3: 8,331 shares; 2025Q4: 5,922 shares; 2026Q1: 4,162 shares; 2026Q2: 3,361 shares 3,361 $238K 0.02% -801 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 loaded; 2024Q4: not reported; 2025Q1: 4,966 shares; 2025Q2: 4,598 shares; 2025Q3: 4,627 shares; 2025Q4: 4,668 shares; 2026Q1: 4,925 shares; 2026Q2: 5,018 shares 5,018 $238K 0.02% +93 Timeline ABCL ABCELLERA BIOLOGICS INC More: the full row for ABCELLERA BIOLOGICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 30,000 shares 30,000 $236K 0.02% new Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 120 shares; 2026Q1: 120 shares; 2026Q2: 120 shares 120 $234K 0.02% 0 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 loaded; 2024Q4: 769 shares; 2025Q1: 792 shares; 2025Q2: 792 shares; 2025Q3: 792 shares; 2025Q4: 792 shares; 2026Q1: 701 shares; 2026Q2: 674 shares 674 $232K 0.02% -27 Timeline FWD AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 617 shares; 2026Q2: 1,566 shares 1,566 $232K 0.02% +949 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,032 shares 1,032 $231K 0.02% new 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 loaded; 2024Q4: 263 shares; 2025Q1: 268 shares; 2025Q2: 249 shares; 2025Q3: 230 shares; 2025Q4: 238 shares; 2026Q1: 236 shares; 2026Q2: 237 shares 237 $228K 0.02% +1 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,261 shares; 2025Q1: 623 shares; 2025Q2: 1,142 shares; 2025Q3: 1,278 shares; 2025Q4: 1,520 shares; 2026Q1: 1,381 shares; 2026Q2: 1,386 shares 1,386 $224K 0.02% +5 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,241 shares; 2025Q1: 7,545 shares; 2025Q2: 10,430 shares; 2025Q3: 9,435 shares; 2025Q4: 7,295 shares; 2026Q1: 5,564 shares; 2026Q2: 4,774 shares 4,774 $224K 0.02% -790 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 loaded; 2024Q4: 1,650 shares; 2025Q1: 1,650 shares; 2025Q2: 1,982 shares; 2025Q3: 2,067 shares; 2025Q4: 2,067 shares; 2026Q1: 2,085 shares; 2026Q2: 2,085 shares 2,085 $218K 0.02% 0 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 721 shares; 2025Q1: 746 shares; 2025Q2: 746 shares; 2025Q3: 746 shares; 2025Q4: 774 shares; 2026Q1: 777 shares; 2026Q2: 802 shares 802 $217K 0.02% +25 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,428 shares; 2025Q1: 7,679 shares; 2025Q2: 24,731 shares; 2025Q3: 17,010 shares; 2025Q4: 14,583 shares; 2026Q1: 6,547 shares; 2026Q2: 4,330 shares 4,330 $215K 0.02% -2,217 Timeline COLB COLUMBIA BKG SYS INC More: the full row for COLUMBIA BKG SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,390 shares; 2025Q4: 7,018 shares; 2026Q1: 7,018 shares; 2026Q2: 6,693 shares 6,693 $215K 0.02% -325 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 296 shares; 2025Q1: 296 shares; 2025Q2: 296 shares; 2025Q3: 296 shares; 2025Q4: 4,958 shares; 2026Q1: 4,964 shares; 2026Q2: 4,971 shares 4,971 $212K 0.02% +7 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 931 shares; 2026Q2: 1,109 shares 1,109 $210K 0.02% +178 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 18,589 shares; 2025Q1: 23,404 shares; 2025Q2: 12,649 shares; 2025Q3: 12,542 shares; 2025Q4: 10,283 shares; 2026Q1: 4,734 shares; 2026Q2: 4,734 shares 4,734 $210K 0.02% 0 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 loaded; 2024Q4: 304 shares; 2025Q1: 315 shares; 2025Q2: 692 shares; 2025Q3: 918 shares; 2025Q4: 890 shares; 2026Q1: 972 shares; 2026Q2: 1,034 shares 1,034 $209K 0.02% +62 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,282 shares; 2025Q1: 2,282 shares; 2025Q2: 2,279 shares; 2025Q3: 2,279 shares; 2025Q4: 2,209 shares; 2026Q1: 2,209 shares; 2026Q2: 2,291 shares 2,291 $207K 0.02% +82 Timeline EZPW EZCORP INC More: the full row for EZCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 62 shares; 2025Q3: 62 shares; 2025Q4: 62 shares; 2026Q1: 3,595 shares; 2026Q2: 5,980 shares 5,980 $207K 0.02% +2,385 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: not loaded; 2024Q4: 3,463 shares; 2025Q1: 3,463 shares; 2025Q2: 2,623 shares; 2025Q3: 2,290 shares; 2025Q4: 2,170 shares; 2026Q1: 2,170 shares; 2026Q2: 2,170 shares 2,170 $205K 0.02% 0 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 2,125 shares; 2025Q4: 2,499 shares; 2026Q1: 10,399 shares; 2026Q2: 20,399 shares 20,399 $205K 0.02% +10,000 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 519 shares; 2026Q1: 519 shares; 2026Q2: 724 shares 724 $204K 0.02% +205 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 loaded; 2024Q4: not reported; 2025Q1: 81 shares; 2025Q2: 164 shares; 2025Q3: 164 shares; 2025Q4: 164 shares; 2026Q1: 374 shares; 2026Q2: 559 shares 559 $204K 0.02% +185 Timeline SPIP 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 loaded; 2024Q4: 5,780 shares; 2025Q1: 6,093 shares; 2025Q2: 6,101 shares; 2025Q3: 6,204 shares; 2025Q4: 7,435 shares; 2026Q1: 7,939 shares; 2026Q2: 7,929 shares 7,929 $204K 0.02% -10 Timeline TCBK TRICO BANCSHARES More: the full row for TRICO BANCSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,856 shares; 2025Q1: 4,877 shares; 2025Q2: 4,899 shares; 2025Q3: 3,695 shares; 2025Q4: 3,714 shares; 2026Q1: 3,735 shares; 2026Q2: 3,753 shares 3,753 $202K 0.02% +18 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 200 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 660 shares; 2025Q4: 660 shares; 2026Q1: 1,098 shares; 2026Q2: 1,198 shares 1,198 $198K 0.02% +100 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,409 shares; 2025Q1: 1,054 shares; 2025Q2: 1,647 shares; 2025Q3: 1,697 shares; 2025Q4: 1,749 shares; 2026Q1: 1,731 shares; 2026Q2: 2,739 shares 2,739 $198K 0.02% +1,008 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 loaded; 2024Q4: 65 shares; 2025Q1: 93 shares; 2025Q2: 144 shares; 2025Q3: 144 shares; 2025Q4: 144 shares; 2026Q1: 188 shares; 2026Q2: 235 shares 235 $197K 0.02% +47 Timeline BUCK SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,369 shares; 2025Q3: 5,026 shares; 2025Q4: 5,067 shares; 2026Q1: 5,107 shares; 2026Q2: 8,366 shares 8,366 $196K 0.02% +3,259 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,663 shares; 2025Q1: 3,637 shares; 2025Q2: 3,638 shares; 2025Q3: 3,640 shares; 2025Q4: 3,641 shares; 2026Q1: 3,642 shares; 2026Q2: 4,072 shares 4,072 $194K 0.02% +430 Timeline VGIT 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 loaded; 2024Q4: 3,158 shares; 2025Q1: 2,771 shares; 2025Q2: 1,425 shares; 2025Q3: 83 shares; 2025Q4: 84 shares; 2026Q1: 183 shares; 2026Q2: 3,250 shares 3,250 $192K 0.02% +3,067 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,200 shares; 2025Q1: 750 shares; 2025Q2: 740 shares; 2025Q3: 640 shares; 2025Q4: 640 shares; 2026Q1: 640 shares; 2026Q2: 640 shares 640 $187K 0.02% 0 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 465 shares; 2025Q1: 524 shares; 2025Q2: 503 shares; 2025Q3: 467 shares; 2025Q4: 438 shares; 2026Q1: 1,615 shares; 2026Q2: 2,431 shares 2,431 $187K 0.02% +816 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 loaded; 2024Q4: 76 shares; 2025Q1: 291 shares; 2025Q2: 1,218 shares; 2025Q3: 1,329 shares; 2025Q4: 1,302 shares; 2026Q1: 1,563 shares; 2026Q2: 1,805 shares 1,805 $187K 0.02% +242 Timeline JSMD JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,037 shares; 2025Q2: 4,893 shares; 2025Q3: 4,463 shares; 2025Q4: 3,125 shares; 2026Q1: 2,240 shares; 2026Q2: 1,839 shares 1,839 $186K 0.02% -401 Timeline YYY 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: not loaded; 2024Q4: 8,537 shares; 2025Q1: 10,180 shares; 2025Q2: 15,756 shares; 2025Q3: 16,611 shares; 2025Q4: 15,894 shares; 2026Q1: 15,950 shares; 2026Q2: 16,007 shares 16,007 $185K 0.02% +57 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 199 shares; 2025Q1: 299 shares; 2025Q2: 495 shares; 2025Q3: 664 shares; 2025Q4: 553 shares; 2026Q1: 619 shares; 2026Q2: 633 shares 633 $184K 0.02% +14 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: not loaded; 2024Q4: 84 shares; 2025Q1: 4,615 shares; 2025Q2: 143 shares; 2025Q3: 143 shares; 2025Q4: 144 shares; 2026Q1: 438 shares; 2026Q2: 2,358 shares 2,358 $184K 0.02% +1,920 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 209 shares; 2025Q1: 213 shares; 2025Q2: 161 shares; 2025Q3: 161 shares; 2025Q4: 161 shares; 2026Q1: 161 shares; 2026Q2: 161 shares 161 $182K 0.02% 0 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,059 shares; 2025Q3: 6,374 shares; 2025Q4: 6,083 shares; 2026Q1: 2,322 shares; 2026Q2: 1,311 shares 1,311 $179K 0.02% -1,011 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 loaded; 2024Q4: 494 shares; 2025Q1: 2,194 shares; 2025Q2: 2,414 shares; 2025Q3: 2,583 shares; 2025Q4: 2,333 shares; 2026Q1: 2,258 shares; 2026Q2: 2,366 shares 2,366 $179K 0.02% +108 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,504 shares; 2025Q1: 1,504 shares; 2025Q2: 1,221 shares; 2025Q3: 1,221 shares; 2025Q4: 1,229 shares; 2026Q1: 1,229 shares; 2026Q2: 1,230 shares 1,230 $178K 0.02% +1 Timeline CSTM CONSTELLIUM SE More: the full row for CONSTELLIUM SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50 shares; 2026Q2: 5,566 shares 5,566 $177K 0.02% +5,516 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 373 shares; 2025Q1: 341 shares; 2025Q2: 389 shares; 2025Q3: 576 shares; 2025Q4: 562 shares; 2026Q1: 645 shares; 2026Q2: 718 shares 718 $177K 0.02% +73 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,519 shares; 2025Q1: 3,519 shares; 2025Q2: 3,519 shares; 2025Q3: 3,510 shares; 2025Q4: 3,027 shares; 2026Q1: 3,036 shares; 2026Q2: 3,040 shares 3,040 $175K 0.02% +4 Timeline QWLD 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,614 shares; 2025Q3: 5,203 shares; 2025Q4: 4,985 shares; 2026Q1: 1,901 shares; 2026Q2: 1,151 shares 1,151 $175K 0.02% -750 Timeline FEZ 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,472 shares; 2025Q3: 11,675 shares; 2025Q4: 11,200 shares; 2026Q1: 4,272 shares; 2026Q2: 2,527 shares 2,527 $174K 0.02% -1,745 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: 870 shares; 2025Q3: 870 shares; 2025Q4: 1,835 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $174K 0.02% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 24 shares; 2025Q1: 31 shares; 2025Q2: 119 shares; 2025Q3: 427 shares; 2025Q4: 400 shares; 2026Q1: 452 shares; 2026Q2: 518 shares 518 $171K 0.02% +66 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 154 shares; 2025Q1: 154 shares; 2025Q2: 154 shares; 2025Q3: 131 shares; 2025Q4: 1,125 shares; 2026Q1: 1,100 shares; 2026Q2: 1,102 shares 1,102 $170K 0.02% +2 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,793 shares; 2025Q1: 4,052 shares; 2025Q2: 7,025 shares; 2025Q3: 7,082 shares; 2025Q4: 7,088 shares; 2026Q1: 3,808 shares; 2026Q2: 4,622 shares 4,622 $170K 0.02% +814 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 loaded; 2024Q4: 503 shares; 2025Q1: 549 shares; 2025Q2: 489 shares; 2025Q3: 525 shares; 2025Q4: 505 shares; 2026Q1: 496 shares; 2026Q2: 497 shares 497 $170K 0.02% +1 Timeline OIH 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 loaded; 2024Q4: 565 shares; 2025Q1: 565 shares; 2025Q2: 467 shares; 2025Q3: 468 shares; 2025Q4: 469 shares; 2026Q1: 450 shares; 2026Q2: 450 shares 450 $168K 0.02% 0 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,728 shares; 2026Q1: 1,518 shares; 2026Q2: 1,679 shares 1,679 $164K 0.01% +161 Timeline FNRN FIRST NORTHN CMNTY BANCORP More: the full row for FIRST NORTHN CMNTY BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,121 shares 9,121 $164K 0.01% new Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 90 shares; 2025Q3: 140 shares; 2025Q4: 753 shares; 2026Q1: 1,805 shares; 2026Q2: 1,639 shares 1,639 $163K 0.01% -166 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,871 shares; 2025Q1: 1,871 shares; 2025Q2: 1,823 shares; 2025Q3: 1,823 shares; 2025Q4: 1,823 shares; 2026Q1: 1,715 shares; 2026Q2: 2,027 shares 2,027 $163K 0.01% +312 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 loaded; 2024Q4: 34 shares; 2025Q1: 34 shares; 2025Q2: 34 shares; 2025Q3: 35 shares; 2025Q4: 35 shares; 2026Q1: 35 shares; 2026Q2: 910 shares 910 $162K 0.01% +875 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 754 shares; 2025Q1: 863 shares; 2025Q2: 1,234 shares; 2025Q3: 1,235 shares; 2025Q4: 1,196 shares; 2026Q1: 1,215 shares; 2026Q2: 1,277 shares 1,277 $161K 0.01% +62 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,015 shares; 2025Q1: 4,008 shares; 2025Q2: 3,999 shares; 2025Q3: 4,002 shares; 2025Q4: 3,672 shares; 2026Q1: 1,770 shares; 2026Q2: 1,745 shares 1,745 $160K 0.01% -25 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 539 shares; 2025Q1: 470 shares; 2025Q2: 667 shares; 2025Q3: 1,368 shares; 2025Q4: 1,310 shares; 2026Q1: 1,641 shares; 2026Q2: 1,892 shares 1,892 $160K 0.01% +251 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 93 shares; 2025Q1: 64 shares; 2025Q2: 64 shares; 2025Q3: 64 shares; 2025Q4: 1,089 shares; 2026Q1: 1,092 shares; 2026Q2: 1,095 shares 1,095 $160K 0.01% +3 Timeline JETS ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,361 shares; 2025Q1: 3,361 shares; 2025Q2: 3,361 shares; 2025Q3: 3,361 shares; 2025Q4: 3,361 shares; 2026Q1: 4,803 shares; 2026Q2: 4,803 shares 4,803 $160K 0.01% 0 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,072 shares; 2025Q1: 4,072 shares; 2025Q2: 3,199 shares; 2025Q3: 3,199 shares; 2025Q4: 3,144 shares; 2026Q1: 3,144 shares; 2026Q2: 3,212 shares 3,212 $159K 0.01% +68 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 172 shares; 2026Q2: 283 shares 283 $159K 0.01% +111 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,561 shares; 2025Q1: 1,931 shares; 2025Q2: 1,809 shares; 2025Q3: 1,161 shares; 2025Q4: 949 shares; 2026Q1: 949 shares; 2026Q2: 1,004 shares 1,004 $157K 0.01% +55 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: not loaded; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 468 shares; 2025Q3: 468 shares; 2025Q4: 468 shares; 2026Q1: 468 shares; 2026Q2: 468 shares 468 $157K 0.01% 0 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,230 shares; 2025Q1: 1,861 shares; 2025Q2: 1,863 shares; 2025Q3: 1,863 shares; 2025Q4: 1,944 shares; 2026Q1: 1,887 shares; 2026Q2: 1,900 shares 1,900 $156K 0.01% +13 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 loaded; 2024Q4: 954 shares; 2025Q1: 737 shares; 2025Q2: 837 shares; 2025Q3: 859 shares; 2025Q4: 896 shares; 2026Q1: 1,396 shares; 2026Q2: 1,396 shares 1,396 $155K 0.01% 0 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 5,407 shares; 2025Q3: 5,407 shares; 2025Q4: 5,407 shares; 2026Q1: 6,907 shares; 2026Q2: 6,907 shares 6,907 $154K 0.01% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,298 shares; 2025Q1: 2,330 shares; 2025Q2: 1,853 shares; 2025Q3: 1,613 shares; 2025Q4: 1,594 shares; 2026Q1: 1,611 shares; 2026Q2: 4,177 shares 4,177 $154K 0.01% +2,566 Timeline PARR PAR PAC HOLDINGS INC More: the full row for PAR PAC HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 240 shares; 2026Q1: 1,066 shares; 2026Q2: 2,750 shares 2,750 $154K 0.01% +1,684 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 37 shares; 2025Q1: 30 shares; 2025Q2: 56 shares; 2025Q3: 181 shares; 2025Q4: 447 shares; 2026Q1: 394 shares; 2026Q2: 482 shares 482 $154K 0.01% +88 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 468 shares; 2025Q1: 449 shares; 2025Q2: 345 shares; 2025Q3: 345 shares; 2025Q4: 345 shares; 2026Q1: 362 shares; 2026Q2: 358 shares 358 $153K 0.01% -4 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 18,202 shares; 2025Q1: 32,996 shares; 2025Q2: 35,137 shares; 2025Q3: 36,359 shares; 2025Q4: 41,328 shares; 2026Q1: 3,100 shares; 2026Q2: 3,129 shares 3,129 $152K 0.01% +29 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: not loaded; 2024Q4: 2,530 shares; 2025Q1: 2,530 shares; 2025Q2: 2,712 shares; 2025Q3: 3,082 shares; 2025Q4: 3,082 shares; 2026Q1: 2,700 shares; 2026Q2: 2,700 shares 2,700 $152K 0.01% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,560 shares; 2025Q1: 3,129 shares; 2025Q2: 3,096 shares; 2025Q3: 3,038 shares; 2025Q4: 2,752 shares; 2026Q1: 2,622 shares; 2026Q2: 2,622 shares 2,622 $152K 0.01% 0 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 loaded; 2024Q4: 1,248 shares; 2025Q1: 3,699 shares; 2025Q2: 1,266 shares; 2025Q3: 1,157 shares; 2025Q4: 1,170 shares; 2026Q1: 1,404 shares; 2026Q2: 2,949 shares 2,949 $151K 0.01% +1,545 Timeline USAR USA RARE EARTH INC More: the full row for USA RARE EARTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,000 shares 7,000 $151K 0.01% new Timeline CDL VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,096 shares; 2025Q1: 3,978 shares; 2025Q2: 3,297 shares; 2025Q3: 3,311 shares; 2025Q4: 3,196 shares; 2026Q1: 3,109 shares; 2026Q2: 1,946 shares 1,946 $151K 0.01% -1,163 Timeline NEXA NEXA RES S A More: the full row for NEXA RES S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,260 shares 12,260 $150K 0.01% new Timeline SCHP 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 loaded; 2024Q4: 118 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19 shares; 2025Q4: 19 shares; 2026Q1: 798 shares; 2026Q2: 5,648 shares 5,648 $150K 0.01% +4,850 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 512 shares; 2026Q1: 517 shares; 2026Q2: 535 shares 535 $148K 0.01% +18 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: not loaded; 2024Q4: 4,198 shares; 2025Q1: 7,341 shares; 2025Q2: 7,223 shares; 2025Q3: 7,161 shares; 2025Q4: 6,632 shares; 2026Q1: 7,135 shares; 2026Q2: 7,107 shares 7,107 $147K 0.01% -28 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,454 shares; 2025Q1: 9,454 shares; 2025Q2: 7,534 shares; 2025Q3: 7,534 shares; 2025Q4: 7,316 shares; 2026Q1: 7,316 shares; 2026Q2: 7,316 shares 7,316 $146K 0.01% 0 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 loaded; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 352 shares; 2025Q3: 711 shares; 2025Q4: 711 shares; 2026Q1: 1,491 shares; 2026Q2: 1,548 shares 1,548 $145K 0.01% +57 Timeline IDMO 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 loaded; 2024Q4: not reported; 2025Q1: 4,185 shares; 2025Q2: 6,821 shares; 2025Q3: 6,206 shares; 2025Q4: 4,415 shares; 2026Q1: 3,008 shares; 2026Q2: 2,386 shares 2,386 $144K 0.01% -622 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 loaded; 2024Q4: 616 shares; 2025Q1: 616 shares; 2025Q2: 616 shares; 2025Q3: 579 shares; 2025Q4: 579 shares; 2026Q1: 562 shares; 2026Q2: 562 shares 562 $144K 0.01% 0 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,218 shares; 2025Q1: 7,003 shares; 2025Q2: 4,649 shares; 2025Q3: 4,672 shares; 2025Q4: 4,700 shares; 2026Q1: 3,883 shares; 2026Q2: 3,883 shares 3,883 $143K 0.01% 0 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 695 shares; 2025Q3: 695 shares; 2025Q4: 695 shares; 2026Q1: 695 shares; 2026Q2: 695 shares 695 $143K 0.01% 0 Timeline SNEX STONEX GROUP INC More: the full row for STONEX GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 36 shares; 2025Q4: 36 shares; 2026Q1: 54 shares; 2026Q2: 1,198 shares 1,198 $142K 0.01% +1,144 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 205 shares; 2025Q1: 345 shares; 2025Q2: 681 shares; 2025Q3: 1,012 shares; 2025Q4: 961 shares; 2026Q1: 902 shares; 2026Q2: 845 shares 845 $142K 0.01% -57 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 146 shares; 2025Q1: 83 shares; 2025Q2: 53 shares; 2025Q3: 53 shares; 2025Q4: 53 shares; 2026Q1: 25 shares; 2026Q2: 2,025 shares 2,025 $142K 0.01% +2,000 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 loaded; 2024Q4: 527 shares; 2025Q1: 536 shares; 2025Q2: 536 shares; 2025Q3: 503 shares; 2025Q4: 465 shares; 2026Q1: 452 shares; 2026Q2: 446 shares 446 $142K 0.01% -6 Timeline BBEU 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,812 shares 1,812 $141K 0.01% new Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,800 shares; 2025Q1: 4,717 shares; 2025Q2: 4,782 shares; 2025Q3: 4,825 shares; 2025Q4: 4,921 shares; 2026Q1: 4,989 shares; 2026Q2: 5,060 shares 5,060 $140K 0.01% +71 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 loaded; 2024Q4: 3,348 shares; 2025Q1: 3,292 shares; 2025Q2: 3,295 shares; 2025Q3: 3,297 shares; 2025Q4: 3,300 shares; 2026Q1: 3,747 shares; 2026Q2: 4,358 shares 4,358 $139K 0.01% +611 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 loaded; 2024Q4: 287 shares; 2025Q1: 269 shares; 2025Q2: 262 shares; 2025Q3: 262 shares; 2025Q4: 303 shares; 2026Q1: 304 shares; 2026Q2: 346 shares 346 $138K 0.01% +42 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $136K 0.01% 0 Timeline VLU 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 566 shares 566 $135K 0.01% new 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 loaded; 2024Q4: 2,423 shares; 2025Q1: 2,423 shares; 2025Q2: 2,423 shares; 2025Q3: 2,423 shares; 2025Q4: 2,423 shares; 2026Q1: 2,423 shares; 2026Q2: 2,400 shares 2,400 $135K 0.01% -23 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 115 shares; 2025Q1: 115 shares; 2025Q2: 115 shares; 2025Q3: 115 shares; 2025Q4: 115 shares; 2026Q1: 1,629 shares; 2026Q2: 1,485 shares 1,485 $135K 0.01% -144 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 969 shares; 2025Q1: 958 shares; 2025Q2: 758 shares; 2025Q3: 758 shares; 2025Q4: 763 shares; 2026Q1: 746 shares; 2026Q2: 706 shares 706 $134K 0.01% -40 Timeline PTLC 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: not loaded; 2024Q4: 7,396 shares; 2025Q1: 8,025 shares; 2025Q2: 8,616 shares; 2025Q3: 3,288 shares; 2025Q4: 2,662 shares; 2026Q1: 2,293 shares; 2026Q2: 2,293 shares 2,293 $134K 0.01% 0 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,696 shares; 2025Q1: 2,351 shares; 2025Q2: 1,811 shares; 2025Q3: 1,640 shares; 2025Q4: 3,128 shares; 2026Q1: 2,592 shares; 2026Q2: 2,614 shares 2,614 $133K 0.01% +22 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 loaded; 2024Q4: 1,369 shares; 2025Q1: 1,365 shares; 2025Q2: 1,366 shares; 2025Q3: 1,418 shares; 2025Q4: 2,891 shares; 2026Q1: 2,895 shares; 2026Q2: 2,897 shares 2,897 $131K 0.01% +2 Timeline