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; 2023Q3: 707,008 shares; 2023Q4: 733,775 shares; 2024Q1: 1,288,579 shares; 2024Q2: 1,460,560 shares; 2024Q3: 1,522,186 shares; 2024Q4: 1,578,323 shares; 2025Q1: 1,501,603 shares; 2025Q2: 1,649,753 shares 1,649,753 $120M 7.49% +148,150 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; 2023Q3: 2,379,147 shares; 2023Q4: 2,455,847 shares; 2024Q1: 2,522,012 shares; 2024Q2: 2,641,228 shares; 2024Q3: 2,774,119 shares; 2024Q4: 2,735,554 shares; 2025Q1: 2,780,233 shares; 2025Q2: 2,841,986 shares 2,841,986 $72.8M 4.55% +61,753 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; 2023Q3: 612,903 shares; 2023Q4: 951,184 shares; 2024Q1: 976,506 shares; 2024Q2: 1,057,125 shares; 2024Q3: 1,291,099 shares; 2024Q4: 1,238,548 shares; 2025Q1: 1,327,569 shares; 2025Q2: 1,284,416 shares 1,284,416 $67.2M 4.2% -43,153 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 43,651 shares; 2023Q4: 42,079 shares; 2024Q1: 41,191 shares; 2024Q2: 400,501 shares; 2024Q3: 401,345 shares; 2024Q4: 395,066 shares; 2025Q1: 380,315 shares; 2025Q2: 373,635 shares 373,635 $59M 3.69% -6,680 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; 2023Q3: 153,919 shares; 2023Q4: 365,821 shares; 2024Q1: 361,324 shares; 2024Q2: 407,437 shares; 2024Q3: 422,233 shares; 2024Q4: 376,523 shares; 2025Q1: 487,387 shares; 2025Q2: 485,371 shares 485,371 $46.3M 2.89% -2,016 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; 2023Q3: 516,132 shares; 2023Q4: 528,203 shares; 2024Q1: 541,329 shares; 2024Q2: 595,838 shares; 2024Q3: 633,184 shares; 2024Q4: 711,981 shares; 2025Q1: 740,348 shares; 2025Q2: 810,600 shares 810,600 $44.1M 2.75% +70,252 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 32,608 shares; 2023Q4: 32,284 shares; 2024Q1: 33,045 shares; 2024Q2: 41,077 shares; 2024Q3: 66,910 shares; 2024Q4: 36,316 shares; 2025Q1: 51,622 shares; 2025Q2: 54,659 shares 54,659 $33.9M 2.12% +3,037 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 170,379 shares; 2023Q4: 172,109 shares; 2024Q1: 170,252 shares; 2024Q2: 174,062 shares; 2024Q3: 179,865 shares; 2024Q4: 176,738 shares; 2025Q1: 161,437 shares; 2025Q2: 158,581 shares 158,581 $32.5M 2.03% -2,856 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; 2023Q3: 848,496 shares; 2023Q4: 918,657 shares; 2024Q1: 903,979 shares; 2024Q2: 777,564 shares; 2024Q3: 839,692 shares; 2024Q4: 854,734 shares; 2025Q1: 981,762 shares; 2025Q2: 984,991 shares 984,991 $31.3M 1.96% +3,229 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 57,251 shares; 2023Q4: 60,535 shares; 2024Q1: 62,079 shares; 2024Q2: 62,618 shares; 2024Q3: 66,597 shares; 2024Q4: 64,050 shares; 2025Q1: 56,550 shares; 2025Q2: 56,312 shares 56,312 $28M 1.75% -238 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; 2023Q3: 528,128 shares; 2023Q4: 489,834 shares; 2024Q1: 482,298 shares; 2024Q2: 544,246 shares; 2024Q3: 584,122 shares; 2024Q4: 554,466 shares; 2025Q1: 582,288 shares; 2025Q2: 619,262 shares 619,262 $26.4M 1.65% +36,974 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; 2023Q3: 389,374 shares; 2023Q4: 404,840 shares; 2024Q1: 436,251 shares; 2024Q2: 501,861 shares; 2024Q3: 533,038 shares; 2024Q4: 590,152 shares; 2025Q1: 600,881 shares; 2025Q2: 647,189 shares 647,189 $26.2M 1.64% +46,308 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; 2023Q3: 145,839 shares; 2023Q4: 148,100 shares; 2024Q1: 463,115 shares; 2024Q2: 468,183 shares; 2024Q3: 478,097 shares; 2024Q4: 567,671 shares; 2025Q1: 598,914 shares; 2025Q2: 721,425 shares 721,425 $25.5M 1.59% +122,511 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; 2023Q3: 56,580 shares; 2023Q4: 72,908 shares; 2024Q1: 70,067 shares; 2024Q2: 75,280 shares; 2024Q3: 84,579 shares; 2024Q4: 85,059 shares; 2025Q1: 86,797 shares; 2025Q2: 91,193 shares 91,193 $20M 1.25% +4,396 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 454,733 shares; 2023Q4: 455,581 shares; 2024Q1: 486,331 shares; 2024Q2: 559,700 shares; 2024Q3: 589,901 shares; 2024Q4: 653,915 shares; 2025Q1: 707,576 shares; 2025Q2: 780,200 shares 780,200 $19.9M 1.24% +72,624 Timeline SPBO SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 221,060 shares; 2023Q4: 221,237 shares; 2024Q1: 243,854 shares; 2024Q2: 456,219 shares; 2024Q3: 502,799 shares; 2024Q4: 632,100 shares; 2025Q1: 595,340 shares; 2025Q2: 664,234 shares 664,234 $19.4M 1.21% +68,894 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; 2023Q3: 785,766 shares; 2023Q4: 777,622 shares; 2024Q1: 772,168 shares; 2024Q2: 623,290 shares; 2024Q3: 1,234,330 shares; 2024Q4: 597,514 shares; 2025Q1: 550,798 shares; 2025Q2: 561,752 shares 561,752 $18.7M 1.17% +10,954 Timeline XBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 9,144 shares; 2024Q2: 107,305 shares; 2024Q3: 138,885 shares; 2024Q4: 238,061 shares; 2025Q1: 332,399 shares; 2025Q2: 365,523 shares 365,523 $18.3M 1.15% +33,124 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; 2023Q3: 338,393 shares; 2023Q4: 332,201 shares; 2024Q1: 304,217 shares; 2024Q2: 272,956 shares; 2024Q3: 280,718 shares; 2024Q4: 212,127 shares; 2025Q1: 275,153 shares; 2025Q2: 290,787 shares 290,787 $18.2M 1.14% +15,634 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; 2023Q3: 84,954 shares; 2023Q4: 87,850 shares; 2024Q1: 124,491 shares; 2024Q2: 157,456 shares; 2024Q3: 352,170 shares; 2024Q4: 158,999 shares; 2025Q1: 169,742 shares; 2025Q2: 181,662 shares 181,662 $17.8M 1.12% +11,920 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 132,782 shares; 2023Q4: 132,055 shares; 2024Q1: 133,941 shares; 2024Q2: 120,465 shares; 2024Q3: 245,248 shares; 2024Q4: 125,543 shares; 2025Q1: 125,383 shares; 2025Q2: 129,137 shares 129,137 $17.6M 1.1% +3,754 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 5,535 shares; 2024Q4: 9,770 shares; 2025Q1: 295,085 shares; 2025Q2: 334,262 shares 334,262 $17M 1.06% +39,177 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; 2023Q3: 97,913 shares; 2023Q4: 96,279 shares; 2024Q1: 24,778 shares; 2024Q2: 24,488 shares; 2024Q3: 24,224 shares; 2024Q4: 25,765 shares; 2025Q1: 22,709 shares; 2025Q2: 22,157 shares 22,157 $12.6M 0.79% -552 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; 2023Q3: 8,292 shares; 2023Q4: 9,024 shares; 2024Q1: 21,469 shares; 2024Q2: 23,455 shares; 2024Q3: 25,855 shares; 2024Q4: 28,746 shares; 2025Q1: 30,505 shares; 2025Q2: 40,855 shares 40,855 $12.4M 0.78% +10,350 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 95,313 shares; 2023Q4: 97,702 shares; 2024Q1: 113,884 shares; 2024Q2: 152,558 shares; 2024Q3: 326,622 shares; 2024Q4: 185,799 shares; 2025Q1: 224,731 shares; 2025Q2: 260,620 shares 260,620 $12.2M 0.76% +35,889 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; 2023Q3: 15,991 shares; 2023Q4: 19,009 shares; 2024Q1: 20,069 shares; 2024Q2: 21,868 shares; 2024Q3: 21,989 shares; 2024Q4: 20,622 shares; 2025Q1: 21,470 shares; 2025Q2: 19,646 shares 19,646 $12.1M 0.76% -1,824 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 25,447 shares; 2023Q4: 266,667 shares; 2024Q1: 287,529 shares; 2024Q2: 295,787 shares; 2024Q3: 417,216 shares; 2024Q4: 329,048 shares; 2025Q1: 331,623 shares; 2025Q2: 302,592 shares 302,592 $11.9M 0.75% -29,031 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 69,367 shares; 2023Q4: 94,751 shares; 2024Q1: 102,492 shares; 2024Q2: 111,672 shares; 2024Q3: 123,922 shares; 2024Q4: 140,812 shares; 2025Q1: 380,676 shares; 2025Q2: 388,516 shares 388,516 $11.4M 0.71% +7,840 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; 2023Q3: 128,494 shares; 2023Q4: 119,322 shares; 2024Q1: 136,508 shares; 2024Q2: 183,587 shares; 2024Q3: 197,639 shares; 2024Q4: 223,314 shares; 2025Q1: 228,392 shares; 2025Q2: 263,116 shares 263,116 $11.2M 0.7% +34,724 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 153,306 shares; 2023Q4: 155,382 shares; 2024Q1: 167,001 shares; 2024Q2: 170,897 shares; 2024Q3: 171,272 shares; 2024Q4: 177,736 shares; 2025Q1: 352,479 shares; 2025Q2: 359,784 shares 359,784 $10.9M 0.68% +7,305 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 13,953 shares; 2023Q4: 13,740 shares; 2024Q1: 29,441 shares; 2024Q2: 152,800 shares; 2024Q3: 337,594 shares; 2024Q4: 227,969 shares; 2025Q1: 309,036 shares; 2025Q2: 343,813 shares 343,813 $10.5M 0.66% +34,777 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; 2023Q3: 163,743 shares; 2023Q4: 153,567 shares; 2024Q1: 154,817 shares; 2024Q2: 135,880 shares; 2024Q3: 205,834 shares; 2024Q4: 194,665 shares; 2025Q1: 200,070 shares; 2025Q2: 198,982 shares 198,982 $10.1M 0.63% -1,088 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 43,023 shares; 2023Q4: 45,251 shares; 2024Q1: 45,746 shares; 2024Q2: 47,947 shares; 2024Q3: 50,737 shares; 2024Q4: 52,097 shares; 2025Q1: 54,416 shares; 2025Q2: 54,302 shares 54,302 $10.1M 0.63% -114 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,709 shares; 2023Q4: 1,222 shares; 2024Q1: 1,789 shares; 2024Q2: 4,269 shares; 2024Q3: 4,906 shares; 2024Q4: 5,467 shares; 2025Q1: 5,851 shares; 2025Q2: 7,451 shares 7,451 $9.98M 0.62% +1,600 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; 2023Q3: 6,944 shares; 2023Q4: 6,906 shares; 2024Q1: 10,127 shares; 2024Q2: 44,761 shares; 2024Q3: 49,472 shares; 2024Q4: 59,030 shares; 2025Q1: 73,306 shares; 2025Q2: 130,049 shares 130,049 $9.83M 0.61% +56,743 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; 2023Q3: 8,343 shares; 2023Q4: 8,365 shares; 2024Q1: 8,493 shares; 2024Q2: 8,247 shares; 2024Q3: not reported; 2024Q4: 8,844 shares; 2025Q1: 8,979 shares; 2025Q2: 9,519 shares 9,519 $9.42M 0.59% +540 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; 2023Q3: not reported; 2023Q4: 8,177 shares; 2024Q1: 10,927 shares; 2024Q2: 11,430 shares; 2024Q3: 15,800 shares; 2024Q4: 259,004 shares; 2025Q1: 329,304 shares; 2025Q2: 364,676 shares 364,676 $9.08M 0.57% +35,372 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; 2023Q3: 127,961 shares; 2023Q4: 128,304 shares; 2024Q1: 130,049 shares; 2024Q2: 130,757 shares; 2024Q3: 132,100 shares; 2024Q4: 125,392 shares; 2025Q1: 142,883 shares; 2025Q2: 151,398 shares 151,398 $9.04M 0.57% +8,515 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; 2023Q3: 10,730 shares; 2023Q4: 10,902 shares; 2024Q1: 9,641 shares; 2024Q2: 10,270 shares; 2024Q3: 11,569 shares; 2024Q4: 11,985 shares; 2025Q1: 12,184 shares; 2025Q2: 11,951 shares 11,951 $8.82M 0.55% -233 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; 2023Q3: 20,380 shares; 2023Q4: 19,988 shares; 2024Q1: 21,810 shares; 2024Q2: 22,880 shares; 2024Q3: 50,052 shares; 2024Q4: 14,474 shares; 2025Q1: 15,283 shares; 2025Q2: 15,967 shares 15,967 $8.81M 0.55% +684 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; 2023Q3: not reported; 2023Q4: 5,485 shares; 2024Q1: 6,523 shares; 2024Q2: 19,725 shares; 2024Q3: 30,203 shares; 2024Q4: 64,341 shares; 2025Q1: 87,842 shares; 2025Q2: 99,003 shares 99,003 $8.52M 0.53% +11,161 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; 2023Q3: 13,418 shares; 2023Q4: 13,254 shares; 2024Q1: 12,802 shares; 2024Q2: 13,077 shares; 2024Q3: 13,968 shares; 2024Q4: 18,223 shares; 2025Q1: 18,614 shares; 2025Q2: 27,885 shares 27,885 $8.5M 0.53% +9,271 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 8,817 shares; 2024Q2: 27,763 shares; 2024Q3: 52,288 shares; 2024Q4: 158,888 shares; 2025Q1: 217,932 shares; 2025Q2: 289,839 shares 289,839 $8.34M 0.52% +71,907 Timeline LRGC 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 112,312 shares; 2025Q2: 115,012 shares 115,012 $8.22M 0.51% +2,700 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; 2023Q3: 25,885 shares; 2023Q4: 30,655 shares; 2024Q1: 34,269 shares; 2024Q2: 35,013 shares; 2024Q3: 35,109 shares; 2024Q4: 35,842 shares; 2025Q1: 36,793 shares; 2025Q2: 37,482 shares 37,482 $7.67M 0.48% +689 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 83,411 shares; 2023Q4: 85,407 shares; 2024Q1: 84,814 shares; 2024Q2: 86,555 shares; 2024Q3: 87,768 shares; 2024Q4: 90,046 shares; 2025Q1: 87,857 shares; 2025Q2: 89,184 shares 89,184 $7.47M 0.47% +1,327 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 6,557 shares; 2023Q4: 6,760 shares; 2024Q1: 7,732 shares; 2024Q2: 10,793 shares; 2024Q3: 11,351 shares; 2024Q4: 12,098 shares; 2025Q1: 13,200 shares; 2025Q2: 13,267 shares 13,267 $7.46M 0.47% +67 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 9,340 shares; 2024Q2: 10,938 shares; 2024Q3: 2,493 shares; 2024Q4: 2,538 shares; 2025Q1: 2,539 shares; 2025Q2: 68,148 shares 68,148 $7.44M 0.46% +65,609 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 28,654 shares; 2024Q2: 47,922 shares; 2024Q3: 67,581 shares; 2024Q4: 177,431 shares; 2025Q1: 265,437 shares; 2025Q2: 296,484 shares 296,484 $7.33M 0.46% +31,047 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 85,112 shares; 2023Q4: 5,465 shares; 2024Q1: 12,387 shares; 2024Q2: 16,242 shares; 2024Q3: 47,838 shares; 2024Q4: 31,896 shares; 2025Q1: 8,118 shares; 2025Q2: 75,807 shares 75,807 $7.12M 0.44% +67,689 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 15,419 shares; 2024Q2: 102,782 shares; 2024Q3: 116,427 shares; 2024Q4: 147,658 shares; 2025Q1: 187,719 shares; 2025Q2: 207,815 shares 207,815 $7.11M 0.44% +20,096 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 6,234 shares; 2024Q2: 85,882 shares; 2024Q3: 97,127 shares; 2024Q4: 126,060 shares; 2025Q1: 162,876 shares; 2025Q2: 178,545 shares 178,545 $7.03M 0.44% +15,669 Timeline EMCB WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 36,769 shares; 2023Q4: 37,150 shares; 2024Q1: 42,719 shares; 2024Q2: 60,631 shares; 2024Q3: 65,247 shares; 2024Q4: 72,886 shares; 2025Q1: 88,061 shares; 2025Q2: 101,487 shares 101,487 $6.69M 0.42% +13,426 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 4,046 shares; 2024Q2: 23,998 shares; 2024Q3: 53,246 shares; 2024Q4: 30,768 shares; 2025Q1: 34,390 shares; 2025Q2: 35,498 shares 35,498 $6.61M 0.41% +1,108 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 22,436 shares; 2023Q4: 20,301 shares; 2024Q1: 19,345 shares; 2024Q2: 17,447 shares; 2024Q3: 17,230 shares; 2024Q4: 18,943 shares; 2025Q1: 20,586 shares; 2025Q2: 19,856 shares 19,856 $6.31M 0.39% -730 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; 2023Q3: 6,029 shares; 2023Q4: 5,892 shares; 2024Q1: 5,273 shares; 2024Q2: 9,078 shares; 2024Q3: 10,636 shares; 2024Q4: 11,238 shares; 2025Q1: 12,527 shares; 2025Q2: 12,817 shares 12,817 $6.23M 0.39% +290 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 66,392 shares; 2025Q1: 105,060 shares; 2025Q2: 110,266 shares 110,266 $6.01M 0.38% +5,206 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 21,979 shares; 2023Q4: 20,154 shares; 2024Q1: 12,738 shares; 2024Q2: 13,417 shares; 2024Q3: 46,094 shares; 2024Q4: 54,623 shares; 2025Q1: 86,722 shares; 2025Q2: 93,346 shares 93,346 $5.97M 0.37% +6,624 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 18,945 shares; 2023Q4: 21,755 shares; 2024Q1: 45,902 shares; 2024Q2: 44,984 shares; 2024Q3: 49,905 shares; 2024Q4: 52,726 shares; 2025Q1: 54,527 shares; 2025Q2: 58,662 shares 58,662 $5.91M 0.37% +4,135 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 10,385 shares; 2023Q4: 18,418 shares; 2024Q1: 56,826 shares; 2024Q2: 56,525 shares; 2024Q3: 61,158 shares; 2024Q4: 59,782 shares; 2025Q1: 60,175 shares; 2025Q2: 59,655 shares 59,655 $5.83M 0.36% -520 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 14,548 shares; 2024Q1: 122,746 shares; 2024Q2: 130,223 shares; 2024Q3: 301,272 shares; 2024Q4: 173,186 shares; 2025Q1: 169,279 shares; 2025Q2: 138,993 shares 138,993 $5.65M 0.35% -30,286 Timeline PWV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 36,290 shares; 2023Q4: 41,302 shares; 2024Q1: 48,106 shares; 2024Q2: 56,932 shares; 2024Q3: 122,942 shares; 2024Q4: 64,676 shares; 2025Q1: 77,440 shares; 2025Q2: 85,573 shares 85,573 $5.32M 0.33% +8,133 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; 2023Q3: 32,096 shares; 2023Q4: 35,162 shares; 2024Q1: 38,510 shares; 2024Q2: 45,366 shares; 2024Q3: 68,733 shares; 2024Q4: 98,796 shares; 2025Q1: 127,149 shares; 2025Q2: 156,554 shares 156,554 $5.26M 0.33% +29,405 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; 2023Q3: 17,481 shares; 2023Q4: 17,825 shares; 2024Q1: 17,827 shares; 2024Q2: 17,987 shares; 2024Q3: 19,335 shares; 2024Q4: 18,468 shares; 2025Q1: 18,068 shares; 2025Q2: 18,075 shares 18,075 $5.24M 0.33% +7 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; 2023Q3: 8,023 shares; 2023Q4: 15,072 shares; 2024Q1: 28,742 shares; 2024Q2: 49,192 shares; 2024Q3: 63,390 shares; 2024Q4: 71,981 shares; 2025Q1: 73,223 shares; 2025Q2: 67,651 shares 67,651 $5.23M 0.33% -5,572 Timeline CLSE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 17,917 shares; 2024Q2: 115,031 shares; 2024Q3: 131,947 shares; 2024Q4: 159,791 shares; 2025Q1: 198,848 shares; 2025Q2: 219,735 shares 219,735 $5.14M 0.32% +20,887 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; 2023Q3: 159,151 shares; 2023Q4: 160,829 shares; 2024Q1: 154,023 shares; 2024Q2: 137,523 shares; 2024Q3: 133,001 shares; 2024Q4: 117,120 shares; 2025Q1: 96,202 shares; 2025Q2: 84,713 shares 84,713 $5.02M 0.31% -11,489 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; 2023Q3: 35,873 shares; 2023Q4: 42,002 shares; 2024Q1: 41,998 shares; 2024Q2: 43,938 shares; 2024Q3: 46,666 shares; 2024Q4: 46,395 shares; 2025Q1: 46,866 shares; 2025Q2: 46,168 shares 46,168 $4.98M 0.31% -698 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; 2023Q3: 81,691 shares; 2023Q4: 82,432 shares; 2024Q1: 81,916 shares; 2024Q2: 81,425 shares; 2024Q3: 84,645 shares; 2024Q4: 83,270 shares; 2025Q1: 84,725 shares; 2025Q2: 83,962 shares 83,962 $4.92M 0.31% -763 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 48,292 shares; 2023Q4: 48,723 shares; 2024Q1: 67,988 shares; 2024Q2: 81,290 shares; 2024Q3: 179,164 shares; 2024Q4: 96,385 shares; 2025Q1: 121,050 shares; 2025Q2: 125,197 shares 125,197 $4.88M 0.3% +4,147 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 196 shares; 2024Q1: 199 shares; 2024Q2: 1,291 shares; 2024Q3: 31,618 shares; 2024Q4: 15,381 shares; 2025Q1: 16,994 shares; 2025Q2: 17,644 shares 17,644 $4.86M 0.3% +650 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 20,492 shares; 2023Q4: 21,679 shares; 2024Q1: 23,982 shares; 2024Q2: 23,980 shares; 2024Q3: 26,452 shares; 2024Q4: 22,887 shares; 2025Q1: 24,543 shares; 2025Q2: 27,216 shares 27,216 $4.8M 0.3% +2,673 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 39,927 shares; 2023Q4: 40,635 shares; 2024Q1: 46,712 shares; 2024Q2: 47,893 shares; 2024Q3: 48,614 shares; 2024Q4: 49,567 shares; 2025Q1: 49,142 shares; 2025Q2: 49,409 shares 49,409 $4.74M 0.3% +267 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 22,878 shares; 2024Q3: 44,422 shares; 2024Q4: 142,242 shares; 2025Q1: 189,512 shares; 2025Q2: 210,147 shares 210,147 $4.64M 0.29% +20,635 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 54,501 shares; 2023Q4: 53,937 shares; 2024Q1: 57,352 shares; 2024Q2: 58,081 shares; 2024Q3: 54,109 shares; 2024Q4: 54,854 shares; 2025Q1: 56,190 shares; 2025Q2: 59,621 shares 59,621 $4.47M 0.28% +3,431 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,300 shares 12,300 $4.31M 0.27% new 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; 2023Q3: 4,604 shares; 2023Q4: 11,854 shares; 2024Q1: 19,635 shares; 2024Q2: 32,132 shares; 2024Q3: 50,691 shares; 2024Q4: 59,062 shares; 2025Q1: 61,169 shares; 2025Q2: 78,966 shares 78,966 $4.3M 0.27% +17,797 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; 2023Q3: 19,687 shares; 2023Q4: 29,409 shares; 2024Q1: 29,185 shares; 2024Q2: 30,583 shares; 2024Q3: 32,397 shares; 2024Q4: 22,857 shares; 2025Q1: 24,566 shares; 2025Q2: 23,675 shares 23,675 $4.18M 0.26% -891 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,465 shares; 2024Q2: 4,874 shares; 2024Q3: 10,838 shares; 2024Q4: 6,043 shares; 2025Q1: 7,073 shares; 2025Q2: 7,689 shares 7,689 $4.18M 0.26% +616 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 45,013 shares; 2023Q4: 41,746 shares; 2024Q1: 43,564 shares; 2024Q2: 43,797 shares; 2024Q3: 97,614 shares; 2024Q4: 55,971 shares; 2025Q1: 56,010 shares; 2025Q2: 37,761 shares 37,761 $4.13M 0.26% -18,249 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; 2023Q3: 109,786 shares; 2023Q4: 110,495 shares; 2024Q1: 140,556 shares; 2024Q2: 76,174 shares; 2024Q3: 70,356 shares; 2024Q4: 61,948 shares; 2025Q1: 48,094 shares; 2025Q2: 45,009 shares 45,009 $4.09M 0.26% -3,085 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; 2023Q3: 54,452 shares; 2023Q4: 54,305 shares; 2024Q1: 56,396 shares; 2024Q2: 56,622 shares; 2024Q3: 119,444 shares; 2024Q4: 55,201 shares; 2025Q1: 56,705 shares; 2025Q2: 57,053 shares 57,053 $4.04M 0.25% +348 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 4,331 shares; 2023Q4: 3,981 shares; 2024Q1: 3,232 shares; 2024Q2: 3,113 shares; 2024Q3: 6,100 shares; 2024Q4: 2,763 shares; 2025Q1: 1,813 shares; 2025Q2: 23,299 shares 23,299 $3.91M 0.24% +21,486 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; 2023Q3: 2,187 shares; 2023Q4: 2,191 shares; 2024Q1: 2,195 shares; 2024Q2: 11,640 shares; 2024Q3: 11,464 shares; 2024Q4: 11,565 shares; 2025Q1: 11,829 shares; 2025Q2: 12,032 shares 12,032 $3.88M 0.24% +203 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; 2023Q3: 6,070 shares; 2023Q4: 6,070 shares; 2024Q1: 10,928 shares; 2024Q2: 11,200 shares; 2024Q3: 14,375 shares; 2024Q4: 15,749 shares; 2025Q1: 37,234 shares; 2025Q2: 47,645 shares 47,645 $3.88M 0.24% +10,411 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; 2023Q3: 37,191 shares; 2023Q4: 34,408 shares; 2024Q1: 46,994 shares; 2024Q2: 46,941 shares; 2024Q3: 47,830 shares; 2024Q4: 143,910 shares; 2025Q1: 139,747 shares; 2025Q2: 144,177 shares 144,177 $3.82M 0.24% +4,430 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; 2023Q3: not reported; 2023Q4: 31,796 shares; 2024Q1: 31,471 shares; 2024Q2: 2,406 shares; 2024Q3: 2,406 shares; 2024Q4: 2,406 shares; 2025Q1: 23,574 shares; 2025Q2: 30,052 shares 30,052 $3.66M 0.23% +6,478 Timeline GLXY GALAXY DIGITAL INC. More: the full row for GALAXY DIGITAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 164,728 shares 164,728 $3.61M 0.23% new 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; 2023Q3: 14,523 shares; 2023Q4: 16,791 shares; 2024Q1: 20,200 shares; 2024Q2: 23,776 shares; 2024Q3: 48,406 shares; 2024Q4: 26,256 shares; 2025Q1: 68,060 shares; 2025Q2: 85,001 shares 85,001 $3.56M 0.22% +16,941 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 24,905 shares; 2023Q4: 24,950 shares; 2024Q1: 24,926 shares; 2024Q2: 24,895 shares; 2024Q3: 26,174 shares; 2024Q4: 26,039 shares; 2025Q1: 26,110 shares; 2025Q2: 25,658 shares 25,658 $3.49M 0.22% -452 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; 2023Q3: 138,373 shares; 2023Q4: 143,651 shares; 2024Q1: 151,336 shares; 2024Q2: 102,831 shares; 2024Q3: 93,328 shares; 2024Q4: 97,989 shares; 2025Q1: 80,791 shares; 2025Q2: 70,114 shares 70,114 $3.44M 0.22% -10,677 Timeline AVIG 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; 2023Q3: 55,320 shares; 2023Q4: 65,141 shares; 2024Q1: 85,000 shares; 2024Q2: 85,554 shares; 2024Q3: 92,638 shares; 2024Q4: 96,419 shares; 2025Q1: 79,489 shares; 2025Q2: 78,419 shares 78,419 $3.26M 0.2% -1,070 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 30,378 shares; 2023Q4: 30,694 shares; 2024Q1: 30,032 shares; 2024Q2: 30,083 shares; 2024Q3: 30,822 shares; 2024Q4: 30,456 shares; 2025Q1: 30,685 shares; 2025Q2: 30,329 shares 30,329 $3.2M 0.2% -356 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; 2023Q3: 16,073 shares; 2023Q4: 20,267 shares; 2024Q1: 9,420 shares; 2024Q2: 7,552 shares; 2024Q3: 8,337 shares; 2024Q4: 9,401 shares; 2025Q1: 11,428 shares; 2025Q2: 12,430 shares 12,430 $3.15M 0.2% +1,002 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; 2023Q3: 13,542 shares; 2023Q4: 13,874 shares; 2024Q1: 13,549 shares; 2024Q2: 13,686 shares; 2024Q3: 14,683 shares; 2024Q4: 19,289 shares; 2025Q1: 21,802 shares; 2025Q2: 22,917 shares 22,917 $3.12M 0.2% +1,115 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 22,956 shares; 2023Q4: 22,281 shares; 2024Q1: 21,524 shares; 2024Q2: 20,989 shares; 2024Q3: 23,970 shares; 2024Q4: 21,759 shares; 2025Q1: 20,541 shares; 2025Q2: 20,433 shares 20,433 $3.12M 0.2% -108 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 13,566 shares; 2023Q4: 16,561 shares; 2024Q1: 22,563 shares; 2024Q2: 26,821 shares; 2024Q3: 29,164 shares; 2024Q4: 31,445 shares; 2025Q1: 33,020 shares; 2025Q2: 34,027 shares 34,027 $3.1M 0.19% +1,007 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; 2023Q3: 10,649 shares; 2023Q4: 10,255 shares; 2024Q1: 10,113 shares; 2024Q2: 9,890 shares; 2024Q3: 20,194 shares; 2024Q4: 9,775 shares; 2025Q1: 9,541 shares; 2025Q2: 10,507 shares 10,507 $3.1M 0.19% +966 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 20,274 shares; 2023Q4: 19,694 shares; 2024Q1: 19,976 shares; 2024Q2: 20,394 shares; 2024Q3: 53,162 shares; 2024Q4: 25,729 shares; 2025Q1: 27,997 shares; 2025Q2: 27,967 shares 27,967 $3.09M 0.19% -30 Timeline KBWB 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 133,406 shares; 2024Q4: 67,557 shares; 2025Q1: 62,462 shares; 2025Q2: 42,435 shares 42,435 $3.04M 0.19% -20,027 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,782 shares 16,782 $2.98M 0.19% new 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; 2023Q3: 93,833 shares; 2023Q4: 93,801 shares; 2024Q1: 102,236 shares; 2024Q2: 110,769 shares; 2024Q3: 116,024 shares; 2024Q4: 147,637 shares; 2025Q1: 103,615 shares; 2025Q2: 103,073 shares 103,073 $2.98M 0.19% -542 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 17,786 shares; 2024Q2: 51,294 shares; 2024Q3: 83,548 shares; 2024Q4: 89,535 shares; 2025Q1: 88,363 shares; 2025Q2: 83,999 shares 83,999 $2.96M 0.19% -4,364 Timeline JPME 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,546 shares; 2025Q2: 27,463 shares 27,463 $2.85M 0.18% +917 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; 2023Q3: 17,452 shares; 2023Q4: 17,810 shares; 2024Q1: 17,724 shares; 2024Q2: 17,722 shares; 2024Q3: 20,632 shares; 2024Q4: 17,684 shares; 2025Q1: 17,685 shares; 2025Q2: 17,822 shares 17,822 $2.84M 0.18% +137 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; 2023Q3: 65,956 shares; 2023Q4: 64,880 shares; 2024Q1: 64,126 shares; 2024Q2: 65,094 shares; 2024Q3: 69,514 shares; 2024Q4: 65,313 shares; 2025Q1: 64,489 shares; 2025Q2: 64,849 shares 64,849 $2.81M 0.18% +360 Timeline KOMP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 94,179 shares; 2023Q4: 95,583 shares; 2024Q1: 97,301 shares; 2024Q2: 99,764 shares; 2024Q3: 101,487 shares; 2024Q4: 102,087 shares; 2025Q1: 49,883 shares; 2025Q2: 50,838 shares 50,838 $2.76M 0.17% +955 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 739 shares; 2024Q4: 1,167 shares; 2025Q1: 13,378 shares; 2025Q2: 13,340 shares 13,340 $2.73M 0.17% -38 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; 2023Q3: 14,302 shares; 2023Q4: 15,117 shares; 2024Q1: 14,171 shares; 2024Q2: 15,575 shares; 2024Q3: 17,082 shares; 2024Q4: 22,430 shares; 2025Q1: 22,479 shares; 2025Q2: 21,708 shares 21,708 $2.69M 0.17% -771 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 11,239 shares; 2024Q2: 44,127 shares; 2024Q3: 100,982 shares; 2024Q4: 68,490 shares; 2025Q1: 121,702 shares; 2025Q2: 160,095 shares 160,095 $2.68M 0.17% +38,393 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 854 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,758 shares 8,758 $2.67M 0.17% new Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 10,512 shares; 2023Q4: 18,660 shares; 2024Q1: 20,672 shares; 2024Q2: 21,663 shares; 2024Q3: 22,473 shares; 2024Q4: 21,374 shares; 2025Q1: 12,575 shares; 2025Q2: 9,083 shares 9,083 $2.65M 0.17% -3,492 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 3,051 shares; 2023Q4: 3,835 shares; 2024Q1: 4,191 shares; 2024Q2: 4,983 shares; 2024Q3: 6,310 shares; 2024Q4: 6,461 shares; 2025Q1: 7,025 shares; 2025Q2: 7,005 shares 7,005 $2.57M 0.16% -20 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 88,786 shares 88,786 $2.56M 0.16% new 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; 2023Q3: 55,578 shares; 2023Q4: 56,771 shares; 2024Q1: 56,384 shares; 2024Q2: 52,922 shares; 2024Q3: 50,609 shares; 2024Q4: 39,493 shares; 2025Q1: 22,710 shares; 2025Q2: 17,642 shares 17,642 $2.56M 0.16% -5,068 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; 2023Q3: 5,658 shares; 2023Q4: 5,117 shares; 2024Q1: 4,847 shares; 2024Q2: 5,225 shares; 2024Q3: 5,689 shares; 2024Q4: 5,534 shares; 2025Q1: 5,884 shares; 2025Q2: 5,746 shares 5,746 $2.52M 0.16% -138 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 13,579 shares; 2023Q4: 7,901 shares; 2024Q1: 7,990 shares; 2024Q2: 7,908 shares; 2024Q3: 8,737 shares; 2024Q4: 7,855 shares; 2025Q1: 7,670 shares; 2025Q2: 7,057 shares 7,057 $2.51M 0.16% -613 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 14,690 shares; 2023Q4: 14,708 shares; 2024Q1: 69,412 shares; 2024Q2: 65,927 shares; 2024Q3: 134,330 shares; 2024Q4: 40,389 shares; 2025Q1: 40,445 shares; 2025Q2: 40,081 shares 40,081 $2.49M 0.16% -364 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 5,928 shares; 2023Q4: 6,166 shares; 2024Q1: 6,295 shares; 2024Q2: 6,355 shares; 2024Q3: 13,108 shares; 2024Q4: 6,279 shares; 2025Q1: 6,305 shares; 2025Q2: 6,323 shares 6,323 $2.45M 0.15% +18 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 69,405 shares; 2023Q4: 70,368 shares; 2024Q1: 67,123 shares; 2024Q2: 66,067 shares; 2024Q3: 67,007 shares; 2024Q4: 67,926 shares; 2025Q1: 66,586 shares; 2025Q2: 67,552 shares 67,552 $2.44M 0.15% +966 Timeline JPEF 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 19,385 shares; 2024Q2: 18,269 shares; 2024Q3: 18,279 shares; 2024Q4: 18,686 shares; 2025Q1: 47,679 shares; 2025Q2: 34,844 shares 34,844 $2.44M 0.15% -12,835 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; 2023Q3: 3,555 shares; 2023Q4: 3,541 shares; 2024Q1: 3,496 shares; 2024Q2: 3,473 shares; 2024Q3: 3,541 shares; 2024Q4: 3,501 shares; 2025Q1: 3,508 shares; 2025Q2: 3,638 shares 3,638 $2.41M 0.15% +130 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 26,562 shares; 2023Q4: 64,634 shares; 2024Q1: 47,652 shares; 2024Q2: 51,793 shares; 2024Q3: 53,904 shares; 2024Q4: 63,307 shares; 2025Q1: 66,176 shares; 2025Q2: 67,741 shares 67,741 $2.41M 0.15% +1,565 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; 2023Q3: 5,961 shares; 2023Q4: 5,899 shares; 2024Q1: 5,835 shares; 2024Q2: 5,908 shares; 2024Q3: 12,636 shares; 2024Q4: 5,512 shares; 2025Q1: 5,768 shares; 2025Q2: 6,520 shares 6,520 $2.39M 0.15% +752 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 21,399 shares; 2023Q4: 21,844 shares; 2024Q1: 21,710 shares; 2024Q2: 21,210 shares; 2024Q3: 21,076 shares; 2024Q4: 20,431 shares; 2025Q1: 20,604 shares; 2025Q2: 20,594 shares 20,594 $2.38M 0.15% -10 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 12,003 shares; 2023Q4: 12,136 shares; 2024Q1: 12,125 shares; 2024Q2: 12,174 shares; 2024Q3: 12,503 shares; 2024Q4: 12,543 shares; 2025Q1: 12,715 shares; 2025Q2: 12,539 shares 12,539 $2.36M 0.15% -176 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 9,143 shares; 2023Q4: 9,131 shares; 2024Q1: 9,014 shares; 2024Q2: 9,201 shares; 2024Q3: 9,582 shares; 2024Q4: 9,880 shares; 2025Q1: 10,417 shares; 2025Q2: 10,744 shares 10,744 $2.35M 0.15% +327 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,071 shares; 2023Q4: 1,601 shares; 2024Q1: 1,426 shares; 2024Q2: 1,635 shares; 2024Q3: 2,216 shares; 2024Q4: 1,789 shares; 2025Q1: 9,190 shares; 2025Q2: 8,552 shares 8,552 $2.33M 0.15% -638 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; 2023Q3: 34,964 shares; 2023Q4: 22,256 shares; 2024Q1: 22,939 shares; 2024Q2: 23,611 shares; 2024Q3: 25,550 shares; 2024Q4: 23,495 shares; 2025Q1: 40,321 shares; 2025Q2: 22,167 shares 22,167 $2.24M 0.14% -18,154 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; 2023Q3: 2,751 shares; 2023Q4: 2,581 shares; 2024Q1: 2,595 shares; 2024Q2: 2,624 shares; 2024Q3: 2,854 shares; 2024Q4: 2,643 shares; 2025Q1: 4,493 shares; 2025Q2: 4,465 shares 4,465 $2.23M 0.14% -28 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; 2023Q3: 1,803 shares; 2023Q4: 2,376 shares; 2024Q1: 2,856 shares; 2024Q2: 2,599 shares; 2024Q3: 2,973 shares; 2024Q4: 2,717 shares; 2025Q1: 2,665 shares; 2025Q2: 2,818 shares 2,818 $2.2M 0.14% +153 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 101,838 shares; 2023Q4: 113,195 shares; 2024Q1: 76,115 shares; 2024Q2: 81,600 shares; 2024Q3: 59,862 shares; 2024Q4: 22,068 shares; 2025Q1: 20,710 shares; 2025Q2: 23,775 shares 23,775 $2.18M 0.14% +3,065 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 29,575 shares; 2023Q4: 39,276 shares; 2024Q1: 39,201 shares; 2024Q2: 37,315 shares; 2024Q3: 39,033 shares; 2024Q4: 44,642 shares; 2025Q1: 47,146 shares; 2025Q2: 35,267 shares 35,267 $2.16M 0.13% -11,879 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 5,254 shares; 2024Q4: 3,030 shares; 2025Q1: 8,419 shares; 2025Q2: 19,064 shares 19,064 $2.14M 0.13% +10,645 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; 2023Q3: not reported; 2023Q4: 8,208 shares; 2024Q1: 8,202 shares; 2024Q2: 8,249 shares; 2024Q3: 8,489 shares; 2024Q4: 8,568 shares; 2025Q1: 8,875 shares; 2025Q2: 8,547 shares 8,547 $2.14M 0.13% -328 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; 2023Q3: 17,934 shares; 2023Q4: 18,464 shares; 2024Q1: 17,862 shares; 2024Q2: 18,329 shares; 2024Q3: 19,820 shares; 2024Q4: 18,708 shares; 2025Q1: 18,718 shares; 2025Q2: 18,139 shares 18,139 $2.14M 0.13% -579 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,841 shares; 2025Q1: 6,243 shares; 2025Q2: 5,216 shares 5,216 $2.11M 0.13% -1,027 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; 2023Q3: 18,439 shares; 2023Q4: 18,231 shares; 2024Q1: 18,032 shares; 2024Q2: 18,994 shares; 2024Q3: 19,046 shares; 2024Q4: 18,864 shares; 2025Q1: 18,610 shares; 2025Q2: 20,686 shares 20,686 $2.08M 0.13% +2,076 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; 2023Q3: 16,259 shares; 2023Q4: 16,528 shares; 2024Q1: 17,192 shares; 2024Q2: 8,375 shares; 2024Q3: 9,994 shares; 2024Q4: 18,586 shares; 2025Q1: 21,450 shares; 2025Q2: 25,142 shares 25,142 $2.05M 0.13% +3,692 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 8,341 shares; 2023Q4: 7,666 shares; 2024Q1: 7,407 shares; 2024Q2: 7,459 shares; 2024Q3: 15,736 shares; 2024Q4: 8,062 shares; 2025Q1: 7,928 shares; 2025Q2: 7,972 shares 7,972 $2.05M 0.13% +44 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 4,029 shares; 2023Q4: 4,204 shares; 2024Q1: 4,017 shares; 2024Q2: 3,888 shares; 2024Q3: 8,894 shares; 2024Q4: 3,566 shares; 2025Q1: 3,799 shares; 2025Q2: 4,795 shares 4,795 $2.04M 0.13% +996 Timeline AVDV 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; 2023Q3: 19,618 shares; 2023Q4: 19,611 shares; 2024Q1: 21,836 shares; 2024Q2: 21,596 shares; 2024Q3: 21,631 shares; 2024Q4: 23,349 shares; 2025Q1: 24,224 shares; 2025Q2: 25,375 shares 25,375 $2.01M 0.13% +1,151 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,104 shares; 2025Q2: 61,281 shares 61,281 $2.01M 0.13% +51,177 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; 2023Q3: 4,670 shares; 2023Q4: 5,078 shares; 2024Q1: 5,600 shares; 2024Q2: 8,870 shares; 2024Q3: 8,597 shares; 2024Q4: 10,825 shares; 2025Q1: 13,246 shares; 2025Q2: 13,508 shares 13,508 $1.99M 0.12% +262 Timeline IBND SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 61,061 shares 61,061 $1.99M 0.12% new 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; 2023Q3: 10,481 shares; 2023Q4: 10,757 shares; 2024Q1: 9,870 shares; 2024Q2: 10,265 shares; 2024Q3: 11,449 shares; 2024Q4: 9,882 shares; 2025Q1: 9,281 shares; 2025Q2: 8,912 shares 8,912 $1.98M 0.12% -369 Timeline ROUS LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 37,649 shares; 2025Q2: 36,816 shares 36,816 $1.98M 0.12% -833 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 55,102 shares; 2023Q4: 75,788 shares; 2024Q1: 69,999 shares; 2024Q2: 70,131 shares; 2024Q3: 94,795 shares; 2024Q4: 94,495 shares; 2025Q1: 91,960 shares; 2025Q2: 73,232 shares 73,232 $1.95M 0.12% -18,728 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 19,122 shares; 2024Q4: 28,862 shares; 2025Q1: 40,017 shares; 2025Q2: 38,133 shares 38,133 $1.9M 0.12% -1,884 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 5,205 shares; 2023Q4: 4,578 shares; 2024Q1: 4,080 shares; 2024Q2: 4,135 shares; 2024Q3: 4,889 shares; 2024Q4: 4,818 shares; 2025Q1: 13,945 shares; 2025Q2: 17,670 shares 17,670 $1.9M 0.12% +3,725 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 25,139 shares; 2023Q4: 24,918 shares; 2024Q1: 25,684 shares; 2024Q2: 14,066 shares; 2024Q3: 31,798 shares; 2024Q4: 14,067 shares; 2025Q1: 11,461 shares; 2025Q2: 12,838 shares 12,838 $1.84M 0.11% +1,377 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 19,807 shares; 2023Q4: 19,956 shares; 2024Q1: 20,210 shares; 2024Q2: 20,774 shares; 2024Q3: 20,659 shares; 2024Q4: 19,872 shares; 2025Q1: 19,609 shares; 2025Q2: 19,946 shares 19,946 $1.83M 0.11% +337 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 30,156 shares; 2023Q4: 31,624 shares; 2024Q1: 41,816 shares; 2024Q2: 52,330 shares; 2024Q3: 56,199 shares; 2024Q4: 71,410 shares; 2025Q1: 72,255 shares; 2025Q2: 75,425 shares 75,425 $1.83M 0.11% +3,170 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; 2023Q3: 15,241 shares; 2023Q4: 13,735 shares; 2024Q1: 12,429 shares; 2024Q2: 9,700 shares; 2024Q3: 8,376 shares; 2024Q4: 17,910 shares; 2025Q1: 15,112 shares; 2025Q2: 19,473 shares 19,473 $1.82M 0.11% +4,361 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,783 shares; 2024Q4: 2,233 shares; 2025Q1: 7,703 shares; 2025Q2: 12,782 shares 12,782 $1.78M 0.11% +5,079 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 26,608 shares; 2023Q4: 25,776 shares; 2024Q1: 12,138 shares; 2024Q2: 11,708 shares; 2024Q3: 11,633 shares; 2024Q4: 11,343 shares; 2025Q1: 11,677 shares; 2025Q2: 11,760 shares 11,760 $1.76M 0.11% +83 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; 2023Q3: 43,120 shares; 2023Q4: 47,451 shares; 2024Q1: 43,785 shares; 2024Q2: 43,757 shares; 2024Q3: 44,400 shares; 2024Q4: 29,472 shares; 2025Q1: 29,017 shares; 2025Q2: 28,771 shares 28,771 $1.72M 0.11% -246 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 14,409 shares; 2023Q4: 11,824 shares; 2024Q1: 10,819 shares; 2024Q2: 10,642 shares; 2024Q3: 12,618 shares; 2024Q4: 10,961 shares; 2025Q1: 10,621 shares; 2025Q2: 9,706 shares 9,706 $1.72M 0.11% -915 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 25,233 shares; 2023Q4: 25,510 shares; 2024Q1: 24,913 shares; 2024Q2: 24,151 shares; 2024Q3: 25,467 shares; 2024Q4: 25,706 shares; 2025Q1: 24,595 shares; 2025Q2: 24,627 shares 24,627 $1.69M 0.11% +32 Timeline YEAR 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 25,762 shares; 2024Q4: 25,759 shares; 2025Q1: 28,854 shares; 2025Q2: 32,590 shares 32,590 $1.65M 0.1% +3,736 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 42,949 shares; 2023Q4: 40,432 shares; 2024Q1: 41,294 shares; 2024Q2: 44,917 shares; 2024Q3: 43,132 shares; 2024Q4: 42,785 shares; 2025Q1: 41,450 shares; 2025Q2: 39,434 shares 39,434 $1.63M 0.1% -2,016 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 32,995 shares; 2023Q4: 33,337 shares; 2024Q1: 33,653 shares; 2024Q2: 33,983 shares; 2024Q3: 34,316 shares; 2024Q4: 34,643 shares; 2025Q1: 34,976 shares; 2025Q2: 35,297 shares 35,297 $1.58M 0.1% +321 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 8,164 shares; 2023Q4: 7,975 shares; 2024Q1: 7,335 shares; 2024Q2: 7,789 shares; 2024Q3: 7,986 shares; 2024Q4: 7,396 shares; 2025Q1: 7,618 shares; 2025Q2: 7,374 shares 7,374 $1.55M 0.1% -244 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,337 shares; 2023Q4: not reported; 2024Q1: 3,715 shares; 2024Q2: 4,107 shares; 2024Q3: 4,192 shares; 2024Q4: 9,759 shares; 2025Q1: 9,989 shares; 2025Q2: 13,555 shares 13,555 $1.54M 0.1% +3,566 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; 2023Q3: 1,658 shares; 2023Q4: 1,636 shares; 2024Q1: 1,310 shares; 2024Q2: 1,026 shares; 2024Q3: 1,545 shares; 2024Q4: 928 shares; 2025Q1: 983 shares; 2025Q2: 4,883 shares 4,883 $1.52M 0.1% +3,900 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,982 shares; 2025Q1: 11,498 shares; 2025Q2: 14,015 shares 14,015 $1.52M 0.1% +2,517 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 7,429 shares; 2024Q3: 9,135 shares; 2024Q4: 15,865 shares; 2025Q1: 19,671 shares; 2025Q2: 21,501 shares 21,501 $1.49M 0.09% +1,830 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; 2023Q3: 2,067 shares; 2023Q4: 1,950 shares; 2024Q1: 2,599 shares; 2024Q2: 3,034 shares; 2024Q3: 2,992 shares; 2024Q4: 3,090 shares; 2025Q1: 3,224 shares; 2025Q2: 3,315 shares 3,315 $1.46M 0.09% +91 Timeline FJP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 105,391 shares; 2023Q4: 107,050 shares; 2024Q1: 106,679 shares; 2024Q2: 61,731 shares; 2024Q3: 54,790 shares; 2024Q4: 43,921 shares; 2025Q1: 28,820 shares; 2025Q2: 24,364 shares 24,364 $1.46M 0.09% -4,456 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 12,939 shares; 2024Q3: 12,714 shares; 2024Q4: 12,862 shares; 2025Q1: 12,126 shares; 2025Q2: 14,371 shares 14,371 $1.45M 0.09% +2,245 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,777 shares; 2023Q4: 3,049 shares; 2024Q1: 2,856 shares; 2024Q2: 3,081 shares; 2024Q3: 3,457 shares; 2024Q4: 3,387 shares; 2025Q1: 3,155 shares; 2025Q2: 2,841 shares 2,841 $1.44M 0.09% -314 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 4,342 shares; 2023Q4: 4,318 shares; 2024Q1: 4,359 shares; 2024Q2: 4,377 shares; 2024Q3: 9,372 shares; 2024Q4: 4,532 shares; 2025Q1: 4,373 shares; 2025Q2: 4,921 shares 4,921 $1.44M 0.09% +548 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; 2023Q3: 6,458 shares; 2023Q4: 7,883 shares; 2024Q1: 9,530 shares; 2024Q2: 10,054 shares; 2024Q3: 12,392 shares; 2024Q4: 15,004 shares; 2025Q1: 18,234 shares; 2025Q2: 19,016 shares 19,016 $1.41M 0.09% +782 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; 2023Q3: 52,054 shares; 2023Q4: 48,782 shares; 2024Q1: 44,378 shares; 2024Q2: 42,111 shares; 2024Q3: 96,840 shares; 2024Q4: 42,557 shares; 2025Q1: 42,074 shares; 2025Q2: 42,791 shares 42,791 $1.4M 0.09% +717 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; 2023Q3: 11,813 shares; 2023Q4: 10,427 shares; 2024Q1: 10,268 shares; 2024Q2: 10,213 shares; 2024Q3: 12,131 shares; 2024Q4: 10,059 shares; 2025Q1: 9,584 shares; 2025Q2: 7,599 shares 7,599 $1.38M 0.09% -1,985 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; 2023Q3: 12,234 shares; 2023Q4: 12,189 shares; 2024Q1: 10,416 shares; 2024Q2: 10,613 shares; 2024Q3: 11,105 shares; 2024Q4: 14,309 shares; 2025Q1: 22,434 shares; 2025Q2: 25,739 shares 25,739 $1.35M 0.08% +3,305 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,757 shares; 2023Q4: 3,006 shares; 2024Q1: 7,843 shares; 2024Q2: 7,478 shares; 2024Q3: 11,270 shares; 2024Q4: 11,243 shares; 2025Q1: 12,061 shares; 2025Q2: 14,700 shares 14,700 $1.3M 0.08% +2,639 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; 2023Q3: 38,277 shares; 2023Q4: 35,297 shares; 2024Q1: 35,252 shares; 2024Q2: 33,468 shares; 2024Q3: 63,396 shares; 2024Q4: 30,474 shares; 2025Q1: 29,784 shares; 2025Q2: 29,056 shares 29,056 $1.3M 0.08% -728 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; 2023Q3: 31,377 shares; 2023Q4: 15,314 shares; 2024Q1: 14,307 shares; 2024Q2: 13,808 shares; 2024Q3: 14,770 shares; 2024Q4: 15,136 shares; 2025Q1: 14,650 shares; 2025Q2: 15,087 shares 15,087 $1.28M 0.08% +437 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; 2023Q3: 8,479 shares; 2023Q4: 9,057 shares; 2024Q1: 8,637 shares; 2024Q2: 7,922 shares; 2024Q3: 16,484 shares; 2024Q4: 6,712 shares; 2025Q1: 6,488 shares; 2025Q2: 6,872 shares 6,872 $1.25M 0.08% +384 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,765 shares; 2024Q2: 2,708 shares; 2024Q3: 5,305 shares; 2024Q4: 9,021 shares; 2025Q1: 12,256 shares; 2025Q2: 12,536 shares 12,536 $1.25M 0.08% +280 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; 2023Q3: 11,433 shares; 2023Q4: 13,426 shares; 2024Q1: 9,074 shares; 2024Q2: 9,149 shares; 2024Q3: 12,973 shares; 2024Q4: 10,755 shares; 2025Q1: 11,522 shares; 2025Q2: 15,663 shares 15,663 $1.24M 0.08% +4,141 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 7,108 shares; 2023Q4: 6,618 shares; 2024Q1: 6,618 shares; 2024Q2: 6,554 shares; 2024Q3: 6,440 shares; 2024Q4: 5,222 shares; 2025Q1: 5,268 shares; 2025Q2: 4,989 shares 4,989 $1.24M 0.08% -279 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 349,772 shares; 2023Q4: 349,990 shares; 2024Q1: 330,667 shares; 2024Q2: 198,786 shares; 2024Q3: 359,394 shares; 2024Q4: 142,695 shares; 2025Q1: 78,911 shares; 2025Q2: 62,695 shares 62,695 $1.23M 0.08% -16,216 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,763 shares; 2025Q2: 18,798 shares 18,798 $1.23M 0.08% +7,035 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 15,958 shares; 2023Q4: 10,972 shares; 2024Q1: 10,607 shares; 2024Q2: 10,283 shares; 2024Q3: 30,174 shares; 2024Q4: 10,672 shares; 2025Q1: 9,789 shares; 2025Q2: 13,839 shares 13,839 $1.22M 0.08% +4,050 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 11,132 shares; 2023Q4: 10,433 shares; 2024Q1: 10,125 shares; 2024Q2: 10,284 shares; 2024Q3: 28,676 shares; 2024Q4: 6,327 shares; 2025Q1: 5,846 shares; 2025Q2: 5,654 shares 5,654 $1.22M 0.08% -192 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 4,192 shares; 2023Q4: 4,193 shares; 2024Q1: 4,024 shares; 2024Q2: 3,836 shares; 2024Q3: 7,070 shares; 2024Q4: 3,474 shares; 2025Q1: 3,485 shares; 2025Q2: 3,497 shares 3,497 $1.19M 0.07% +12 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; 2023Q3: 31,876 shares; 2023Q4: 29,698 shares; 2024Q1: 29,574 shares; 2024Q2: 30,764 shares; 2024Q3: 32,712 shares; 2024Q4: 27,040 shares; 2025Q1: 26,952 shares; 2025Q2: 24,905 shares 24,905 $1.18M 0.07% -2,047 Timeline JMBS 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; 2023Q3: 48,020 shares; 2023Q4: 47,301 shares; 2024Q1: 46,112 shares; 2024Q2: 45,070 shares; 2024Q3: 40,226 shares; 2024Q4: 35,013 shares; 2025Q1: 30,795 shares; 2025Q2: 25,840 shares 25,840 $1.16M 0.07% -4,955 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; 2023Q3: 5,575 shares; 2023Q4: 4,628 shares; 2024Q1: 3,317 shares; 2024Q2: 3,296 shares; 2024Q3: 4,826 shares; 2024Q4: 3,400 shares; 2025Q1: 3,376 shares; 2025Q2: 4,152 shares 4,152 $1.16M 0.07% +776 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 345,954 shares; 2023Q4: 346,964 shares; 2024Q1: 327,817 shares; 2024Q2: 198,700 shares; 2024Q3: 356,580 shares; 2024Q4: 140,019 shares; 2025Q1: 75,497 shares; 2025Q2: 59,121 shares 59,121 $1.15M 0.07% -16,376 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; 2023Q3: 8,801 shares; 2023Q4: 8,134 shares; 2024Q1: 6,847 shares; 2024Q2: 11,851 shares; 2024Q3: 8,585 shares; 2024Q4: 8,403 shares; 2025Q1: 8,577 shares; 2025Q2: 9,217 shares 9,217 $1.14M 0.07% +640 Timeline ETG EATON VANCE TX ADV GLBL DIV More: the full row for EATON VANCE TX ADV GLBL DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 27,370 shares; 2023Q4: 27,766 shares; 2024Q1: 27,801 shares; 2024Q2: 28,066 shares; 2024Q3: 28,324 shares; 2024Q4: 31,092 shares; 2025Q1: 33,476 shares; 2025Q2: 53,673 shares 53,673 $1.12M 0.07% +20,197 Timeline OMFS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 29,124 shares; 2025Q1: 28,966 shares; 2025Q2: 28,026 shares 28,026 $1.12M 0.07% -940 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 10,517 shares; 2023Q4: 10,517 shares; 2024Q1: 11,024 shares; 2024Q2: 14,570 shares; 2024Q3: 45,436 shares; 2024Q4: 49,916 shares; 2025Q1: 76,459 shares; 2025Q2: 59,338 shares 59,338 $1.12M 0.07% -17,121 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 8,604 shares; 2023Q4: 8,553 shares; 2024Q1: 8,556 shares; 2024Q2: 8,582 shares; 2024Q3: 9,513 shares; 2024Q4: 8,356 shares; 2025Q1: 7,850 shares; 2025Q2: 7,812 shares 7,812 $1.1M 0.07% -38 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; 2023Q3: 8,427 shares; 2023Q4: 6,925 shares; 2024Q1: 11,031 shares; 2024Q2: 10,625 shares; 2024Q3: 9,923 shares; 2024Q4: 8,349 shares; 2025Q1: 6,745 shares; 2025Q2: 7,616 shares 7,616 $1.08M 0.07% +871 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,164 shares; 2023Q4: 1,156 shares; 2024Q1: 3,533 shares; 2024Q2: 3,571 shares; 2024Q3: 4,367 shares; 2024Q4: 3,441 shares; 2025Q1: 3,498 shares; 2025Q2: 3,586 shares 3,586 $1.07M 0.07% +88 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 9,119 shares; 2023Q4: 9,009 shares; 2024Q1: 9,102 shares; 2024Q2: 9,078 shares; 2024Q3: 17,944 shares; 2024Q4: 8,478 shares; 2025Q1: 8,089 shares; 2025Q2: 8,312 shares 8,312 $1.05M 0.07% +223 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 16,217 shares; 2024Q2: 15,088 shares; 2024Q3: 16,552 shares; 2024Q4: 19,998 shares; 2025Q1: 21,025 shares; 2025Q2: 20,990 shares 20,990 $1.04M 0.07% -35 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; 2023Q3: 43,964 shares; 2023Q4: 16,608 shares; 2024Q1: 15,365 shares; 2024Q2: 16,160 shares; 2024Q3: 39,040 shares; 2024Q4: 15,217 shares; 2025Q1: 13,569 shares; 2025Q2: 14,981 shares 14,981 $1.04M 0.06% +1,412 Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 326,926 shares; 2023Q4: 327,523 shares; 2024Q1: 307,984 shares; 2024Q2: 184,493 shares; 2024Q3: 320,400 shares; 2024Q4: 126,827 shares; 2025Q1: 68,747 shares; 2025Q2: 49,612 shares 49,612 $1.03M 0.06% -19,135 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; 2023Q3: 2,612 shares; 2023Q4: 2,307 shares; 2024Q1: 1,928 shares; 2024Q2: 1,944 shares; 2024Q3: 2,839 shares; 2024Q4: 2,429 shares; 2025Q1: 2,673 shares; 2025Q2: 2,828 shares 2,828 $1.01M 0.06% +155 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; 2023Q3: 21,388 shares; 2023Q4: 23,466 shares; 2024Q1: 19,947 shares; 2024Q2: 32,127 shares; 2024Q3: 29,615 shares; 2024Q4: 28,556 shares; 2025Q1: 19,292 shares; 2025Q2: 20,128 shares 20,128 $1M 0.06% +836 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; 2023Q3: 7,235 shares; 2023Q4: 7,359 shares; 2024Q1: 7,360 shares; 2024Q2: 7,366 shares; 2024Q3: 7,544 shares; 2024Q4: 7,467 shares; 2025Q1: 7,449 shares; 2025Q2: 7,449 shares 7,449 $1M 0.06% 0 Timeline TOTL 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; 2023Q3: 13,564 shares; 2023Q4: 15,110 shares; 2024Q1: 15,194 shares; 2024Q2: 21,173 shares; 2024Q3: 24,432 shares; 2024Q4: 24,954 shares; 2025Q1: 25,161 shares; 2025Q2: 24,603 shares 24,603 $987K 0.06% -558 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 5,240 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 9,805 shares; 2025Q1: 13,369 shares; 2025Q2: 16,092 shares 16,092 $985K 0.06% +2,723 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 110 shares; 2023Q4: 110 shares; 2024Q1: 91 shares; 2024Q2: 5,933 shares; 2024Q3: 23,456 shares; 2024Q4: 15,536 shares; 2025Q1: 14,418 shares; 2025Q2: 17,370 shares 17,370 $975K 0.06% +2,952 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; 2023Q3: 8,665 shares; 2023Q4: 8,489 shares; 2024Q1: 7,592 shares; 2024Q2: 7,294 shares; 2024Q3: 8,228 shares; 2024Q4: 5,267 shares; 2025Q1: 6,682 shares; 2025Q2: 7,076 shares 7,076 $954K 0.06% +394 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; 2023Q3: 1,695 shares; 2023Q4: 946 shares; 2024Q1: 1,061 shares; 2024Q2: 1,094 shares; 2024Q3: 3,543 shares; 2024Q4: 2,568 shares; 2025Q1: 1,589 shares; 2025Q2: 1,816 shares 1,816 $925K 0.06% +227 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 3,372 shares; 2023Q4: 6,780 shares; 2024Q1: 9,105 shares; 2024Q2: 9,205 shares; 2024Q3: 9,189 shares; 2024Q4: 8,981 shares; 2025Q1: 9,106 shares; 2025Q2: 10,656 shares 10,656 $921K 0.06% +1,550 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 2,096 shares; 2024Q1: 2,633 shares; 2024Q2: 3,116 shares; 2024Q3: 3,618 shares; 2024Q4: 3,764 shares; 2025Q1: 2,331 shares; 2025Q2: 2,307 shares 2,307 $913K 0.06% -24 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 8,439 shares; 2023Q4: 8,383 shares; 2024Q1: 8,553 shares; 2024Q2: 9,086 shares; 2024Q3: 9,224 shares; 2024Q4: 9,383 shares; 2025Q1: 28,196 shares; 2025Q2: 34,023 shares 34,023 $901K 0.06% +5,827 Timeline CVSB MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 21,912 shares; 2024Q4: 18,176 shares; 2025Q1: 18,774 shares; 2025Q2: 17,640 shares 17,640 $894K 0.06% -1,134 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 5,761 shares; 2024Q3: 6,935 shares; 2024Q4: 7,282 shares; 2025Q1: 7,526 shares; 2025Q2: 7,934 shares 7,934 $888K 0.06% +408 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,372 shares; 2023Q4: 1,995 shares; 2024Q1: 2,347 shares; 2024Q2: 2,428 shares; 2024Q3: 5,052 shares; 2024Q4: 3,168 shares; 2025Q1: 3,466 shares; 2025Q2: 5,334 shares 5,334 $885K 0.06% +1,868 Timeline DJIA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,379 shares; 2025Q2: 40,381 shares 40,381 $875K 0.05% +17,002 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,791 shares; 2024Q3: 3,114 shares; 2024Q4: 1,561 shares; 2025Q1: 1,638 shares; 2025Q2: 1,654 shares 1,654 $875K 0.05% +16 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 3,288 shares; 2023Q4: 3,150 shares; 2024Q1: 3,177 shares; 2024Q2: 3,557 shares; 2024Q3: 6,221 shares; 2024Q4: 5,315 shares; 2025Q1: 5,117 shares; 2025Q2: 6,627 shares 6,627 $875K 0.05% +1,510 Timeline AVES 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; 2023Q3: not reported; 2023Q4: 4,840 shares; 2024Q1: 5,800 shares; 2024Q2: 8,978 shares; 2024Q3: 9,749 shares; 2024Q4: 14,058 shares; 2025Q1: 14,992 shares; 2025Q2: 16,341 shares 16,341 $875K 0.05% +1,349 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 17,551 shares; 2023Q4: 17,821 shares; 2024Q1: 17,089 shares; 2024Q2: 17,068 shares; 2024Q3: 17,789 shares; 2024Q4: 18,354 shares; 2025Q1: 19,805 shares; 2025Q2: 19,966 shares 19,966 $855K 0.05% +161 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 4,988 shares; 2023Q4: 5,048 shares; 2024Q1: 5,058 shares; 2024Q2: 5,195 shares; 2024Q3: 5,104 shares; 2024Q4: 5,675 shares; 2025Q1: 5,744 shares; 2025Q2: 5,554 shares 5,554 $854K 0.05% -190 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; 2023Q3: 3,401 shares; 2023Q4: 3,602 shares; 2024Q1: 3,448 shares; 2024Q2: 3,547 shares; 2024Q3: 3,532 shares; 2024Q4: 16,122 shares; 2025Q1: 7,538 shares; 2025Q2: 6,315 shares 6,315 $842K 0.05% -1,223 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 87,678 shares; 2023Q4: 7,586 shares; 2024Q1: 5,824 shares; 2024Q2: 5,305 shares; 2024Q3: 5,101 shares; 2024Q4: 5,613 shares; 2025Q1: 5,945 shares; 2025Q2: 11,420 shares 11,420 $841K 0.05% +5,475 Timeline LSAF TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 23,850 shares; 2023Q4: 23,868 shares; 2024Q1: 23,223 shares; 2024Q2: 22,483 shares; 2024Q3: 21,974 shares; 2024Q4: 20,811 shares; 2025Q1: 19,644 shares; 2025Q2: 19,774 shares 19,774 $840K 0.05% +130 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 5,750 shares; 2023Q4: 7,788 shares; 2024Q1: 7,253 shares; 2024Q2: 6,408 shares; 2024Q3: 7,043 shares; 2024Q4: 6,154 shares; 2025Q1: 6,058 shares; 2025Q2: 5,740 shares 5,740 $838K 0.05% -318 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 9,543 shares; 2025Q1: 12,741 shares; 2025Q2: 9,106 shares 9,106 $836K 0.05% -3,635 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 15,265 shares; 2024Q1: 11,577 shares; 2024Q2: 11,550 shares; 2024Q3: 10,757 shares; 2024Q4: 10,305 shares; 2025Q1: 10,448 shares; 2025Q2: 10,448 shares 10,448 $830K 0.05% 0 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; 2023Q3: 30,620 shares; 2023Q4: 73,829 shares; 2024Q1: 76,017 shares; 2024Q2: 67,363 shares; 2024Q3: 1,512 shares; 2024Q4: 2,257 shares; 2025Q1: 3,724 shares; 2025Q2: 3,635 shares 3,635 $825K 0.05% -89 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 10,963 shares; 2023Q4: 7,987 shares; 2024Q1: 10,135 shares; 2024Q2: 12,287 shares; 2024Q3: 9,448 shares; 2024Q4: 9,972 shares; 2025Q1: 9,599 shares; 2025Q2: 16,565 shares 16,565 $809K 0.05% +6,966 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 823 shares; 2023Q4: 908 shares; 2024Q1: 1,015 shares; 2024Q2: 1,063 shares; 2024Q3: 1,097 shares; 2024Q4: 1,495 shares; 2025Q1: 1,554 shares; 2025Q2: 1,606 shares 1,606 $788K 0.05% +52 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,179 shares; 2025Q2: 15,378 shares 15,378 $769K 0.05% -801 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 28,640 shares; 2024Q4: 15,724 shares; 2025Q1: 17,531 shares; 2025Q2: 17,879 shares 17,879 $768K 0.05% +348 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; 2023Q3: 5,567 shares; 2023Q4: 5,664 shares; 2024Q1: 5,672 shares; 2024Q2: 5,702 shares; 2024Q3: 5,899 shares; 2024Q4: 5,730 shares; 2025Q1: 5,737 shares; 2025Q2: 5,741 shares 5,741 $764K 0.05% +4 Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 15,741 shares; 2023Q4: 16,011 shares; 2024Q1: 16,262 shares; 2024Q2: 17,050 shares; 2024Q3: 34,560 shares; 2024Q4: 17,517 shares; 2025Q1: 21,828 shares; 2025Q2: 61,212 shares 61,212 $762K 0.05% +39,384 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 4,798 shares; 2024Q3: 6,496 shares; 2024Q4: 11,342 shares; 2025Q1: 12,505 shares; 2025Q2: 11,601 shares 11,601 $760K 0.05% -904 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; 2023Q3: 1,547 shares; 2023Q4: 1,595 shares; 2024Q1: 1,646 shares; 2024Q2: 1,557 shares; 2024Q3: 1,883 shares; 2024Q4: 1,794 shares; 2025Q1: 1,799 shares; 2025Q2: 1,637 shares 1,637 $758K 0.05% -162 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 11,141 shares; 2023Q4: 11,141 shares; 2024Q1: 11,142 shares; 2024Q2: 11,142 shares; 2024Q3: 22,284 shares; 2024Q4: 11,142 shares; 2025Q1: 11,535 shares; 2025Q2: 41,287 shares 41,287 $753K 0.05% +29,752 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 164 shares; 2024Q2: 159 shares; 2024Q3: 231 shares; 2024Q4: 190 shares; 2025Q1: 190 shares; 2025Q2: 287 shares 287 $750K 0.05% +97 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; 2023Q3: 3,103 shares; 2023Q4: 3,142 shares; 2024Q1: 3,143 shares; 2024Q2: 3,243 shares; 2024Q3: 3,425 shares; 2024Q4: 3,137 shares; 2025Q1: 3,153 shares; 2025Q2: 3,256 shares 3,256 $745K 0.05% +103 Timeline LSAT TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 23,973 shares; 2023Q4: 23,710 shares; 2024Q1: 23,281 shares; 2024Q2: 22,216 shares; 2024Q3: 21,877 shares; 2024Q4: 21,151 shares; 2025Q1: 19,753 shares; 2025Q2: 18,724 shares 18,724 $741K 0.05% -1,029 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; 2023Q3: 5,527 shares; 2023Q4: 5,208 shares; 2024Q1: 5,226 shares; 2024Q2: 5,620 shares; 2024Q3: 5,586 shares; 2024Q4: 5,665 shares; 2025Q1: 5,565 shares; 2025Q2: 5,440 shares 5,440 $738K 0.05% -125 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; 2023Q3: 14,893 shares; 2023Q4: 8,053 shares; 2024Q1: 8,558 shares; 2024Q2: 9,339 shares; 2024Q3: 10,184 shares; 2024Q4: 8,279 shares; 2025Q1: 7,509 shares; 2025Q2: 9,098 shares 9,098 $737K 0.05% +1,589 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 9,699 shares; 2023Q4: 9,203 shares; 2024Q1: 9,240 shares; 2024Q2: 9,712 shares; 2024Q3: 9,874 shares; 2024Q4: 10,788 shares; 2025Q1: 9,498 shares; 2025Q2: 8,117 shares 8,117 $728K 0.05% -1,381 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 13,046 shares; 2023Q4: 16,381 shares; 2024Q1: 15,716 shares; 2024Q2: 16,088 shares; 2024Q3: 16,177 shares; 2024Q4: 16,126 shares; 2025Q1: 17,543 shares; 2025Q2: 17,473 shares 17,473 $727K 0.05% -70 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 51,816 shares; 2024Q1: 54,038 shares; 2024Q2: 55,117 shares; 2024Q3: 54,997 shares; 2024Q4: 55,386 shares; 2025Q1: 55,260 shares; 2025Q2: 56,608 shares 56,608 $720K 0.04% +1,348 Timeline PALC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 12,669 shares; 2024Q1: 12,429 shares; 2024Q2: 11,944 shares; 2024Q3: 11,989 shares; 2024Q4: 13,025 shares; 2025Q1: 12,888 shares; 2025Q2: 14,560 shares 14,560 $719K 0.04% +1,672 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,801 shares; 2024Q3: 2,038 shares; 2024Q4: 2,041 shares; 2025Q1: 2,607 shares; 2025Q2: 2,295 shares 2,295 $719K 0.04% -312 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; 2023Q3: 11,105 shares; 2023Q4: 11,168 shares; 2024Q1: 11,474 shares; 2024Q2: 11,160 shares; 2024Q3: 11,797 shares; 2024Q4: 11,486 shares; 2025Q1: 11,413 shares; 2025Q2: 8,906 shares 8,906 $714K 0.04% -2,507 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 11,455 shares; 2023Q4: 10,630 shares; 2024Q1: 10,614 shares; 2024Q2: 11,612 shares; 2024Q3: 13,024 shares; 2024Q4: 11,167 shares; 2025Q1: 13,962 shares; 2025Q2: 12,542 shares 12,542 $709K 0.04% -1,420 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,051 shares; 2024Q3: 4,090 shares; 2024Q4: 3,526 shares; 2025Q1: 4,334 shares; 2025Q2: 4,382 shares 4,382 $709K 0.04% +48 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,427 shares; 2024Q4: 1,962 shares; 2025Q1: 2,170 shares; 2025Q2: 2,218 shares 2,218 $707K 0.04% +48 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 7,217 shares; 2024Q1: 5,279 shares; 2024Q2: 6,033 shares; 2024Q3: 15,356 shares; 2024Q4: 13,082 shares; 2025Q1: 7,783 shares; 2025Q2: 8,292 shares 8,292 $706K 0.04% +509 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 11,935 shares; 2025Q1: 10,506 shares; 2025Q2: 10,378 shares 10,378 $705K 0.04% -128 Timeline USAI PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 17,981 shares; 2023Q4: 18,001 shares; 2024Q1: 16,772 shares; 2024Q2: 17,176 shares; 2024Q3: 17,210 shares; 2024Q4: 16,705 shares; 2025Q1: 16,788 shares; 2025Q2: 17,303 shares 17,303 $704K 0.04% +515 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; 2023Q3: 12,116 shares; 2023Q4: 13,562 shares; 2024Q1: 13,501 shares; 2024Q2: 13,414 shares; 2024Q3: 15,193 shares; 2024Q4: 12,851 shares; 2025Q1: 9,695 shares; 2025Q2: 10,126 shares 10,126 $703K 0.04% +431 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 5,887 shares; 2024Q2: 6,018 shares; 2024Q3: 5,999 shares; 2024Q4: 5,908 shares; 2025Q1: 5,972 shares; 2025Q2: 5,268 shares 5,268 $702K 0.04% -704 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 32,206 shares; 2023Q4: 31,792 shares; 2024Q1: 31,958 shares; 2024Q2: 32,181 shares; 2024Q3: 37,024 shares; 2024Q4: 8,368 shares; 2025Q1: 8,204 shares; 2025Q2: 8,732 shares 8,732 $696K 0.04% +528 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 3,623 shares; 2023Q4: 3,624 shares; 2024Q1: 3,626 shares; 2024Q2: 3,626 shares; 2024Q3: 3,960 shares; 2024Q4: 3,448 shares; 2025Q1: 3,449 shares; 2025Q2: 3,450 shares 3,450 $694K 0.04% +1 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 5,988 shares; 2023Q4: 5,919 shares; 2024Q1: 5,910 shares; 2024Q2: 27,261 shares; 2024Q3: 49,180 shares; 2024Q4: 23,613 shares; 2025Q1: 9,102 shares; 2025Q2: 6,954 shares 6,954 $690K 0.04% -2,148 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 5,388 shares; 2023Q4: 5,345 shares; 2024Q1: 5,388 shares; 2024Q2: 5,414 shares; 2024Q3: 10,726 shares; 2024Q4: 5,185 shares; 2025Q1: 5,115 shares; 2025Q2: 5,106 shares 5,106 $678K 0.04% -9 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; 2023Q3: 2,881 shares; 2023Q4: 2,661 shares; 2024Q1: 2,548 shares; 2024Q2: 2,531 shares; 2024Q3: 2,528 shares; 2024Q4: 2,416 shares; 2025Q1: 2,435 shares; 2025Q2: 2,509 shares 2,509 $676K 0.04% +74 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 5,101 shares; 2023Q4: 4,607 shares; 2024Q1: 4,618 shares; 2024Q2: 4,683 shares; 2024Q3: 9,620 shares; 2024Q4: 5,822 shares; 2025Q1: 5,323 shares; 2025Q2: 4,982 shares 4,982 $673K 0.04% -341 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 8,597 shares; 2023Q4: 8,341 shares; 2024Q1: 8,064 shares; 2024Q2: 7,624 shares; 2024Q3: 16,726 shares; 2024Q4: 7,453 shares; 2025Q1: 7,521 shares; 2025Q2: 7,518 shares 7,518 $672K 0.04% -3 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; 2023Q3: 1,038 shares; 2023Q4: 916 shares; 2024Q1: 927 shares; 2024Q2: 831 shares; 2024Q3: 2,064 shares; 2024Q4: 843 shares; 2025Q1: 864 shares; 2025Q2: 948 shares 948 $671K 0.04% +84 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,705 shares 10,705 $670K 0.04% new Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 3,562 shares; 2023Q4: 3,273 shares; 2024Q1: 3,345 shares; 2024Q2: 3,316 shares; 2024Q3: 3,876 shares; 2024Q4: 2,454 shares; 2025Q1: 2,729 shares; 2025Q2: 4,555 shares 4,555 $657K 0.04% +1,826 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 7,900 shares; 2023Q4: 8,400 shares; 2024Q1: 9,232 shares; 2024Q2: 8,810 shares; 2024Q3: 11,051 shares; 2024Q4: 9,221 shares; 2025Q1: 8,355 shares; 2025Q2: 7,067 shares 7,067 $648K 0.04% -1,288 Timeline AVSF 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 4,398 shares; 2024Q3: 6,815 shares; 2024Q4: 8,377 shares; 2025Q1: 12,277 shares; 2025Q2: 13,690 shares 13,690 $644K 0.04% +1,413 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; 2023Q3: 17,439 shares; 2023Q4: 16,792 shares; 2024Q1: 15,793 shares; 2024Q2: 15,573 shares; 2024Q3: 32,262 shares; 2024Q4: 66,721 shares; 2025Q1: 77,125 shares; 2025Q2: 13,893 shares 13,893 $643K 0.04% -63,232 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 12,483 shares; 2023Q4: 12,214 shares; 2024Q1: 11,802 shares; 2024Q2: 10,286 shares; 2024Q3: 9,932 shares; 2024Q4: 9,631 shares; 2025Q1: 9,675 shares; 2025Q2: 7,984 shares 7,984 $635K 0.04% -1,691 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; 2023Q3: 9,775 shares; 2023Q4: 8,192 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,505 shares; 2025Q2: 8,792 shares 8,792 $618K 0.04% +287 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; 2023Q3: 4,184 shares; 2023Q4: 4,030 shares; 2024Q1: 3,727 shares; 2024Q2: 3,728 shares; 2024Q3: 3,865 shares; 2024Q4: 3,831 shares; 2025Q1: 3,719 shares; 2025Q2: 3,699 shares 3,699 $614K 0.04% -20 Timeline DJD 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; 2023Q3: 7,964 shares; 2023Q4: 8,408 shares; 2024Q1: 8,426 shares; 2024Q2: 8,163 shares; 2024Q3: 13,832 shares; 2024Q4: 9,317 shares; 2025Q1: 9,285 shares; 2025Q2: 11,547 shares 11,547 $614K 0.04% +2,262 Timeline XSMO 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,514 shares; 2024Q4: 6,725 shares; 2025Q1: 8,862 shares; 2025Q2: 8,988 shares 8,988 $611K 0.04% +126 Timeline EFAX 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; 2023Q3: 7,626 shares; 2023Q4: 7,542 shares; 2024Q1: 7,718 shares; 2024Q2: 7,721 shares; 2024Q3: 7,677 shares; 2024Q4: 7,698 shares; 2025Q1: 7,380 shares; 2025Q2: 12,905 shares 12,905 $611K 0.04% +5,525 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; 2023Q3: 4,576 shares; 2023Q4: 4,581 shares; 2024Q1: 4,559 shares; 2024Q2: 4,559 shares; 2024Q3: 3,683 shares; 2024Q4: 18,969 shares; 2025Q1: 20,350 shares; 2025Q2: 20,746 shares 20,746 $606K 0.04% +396 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 9,836 shares; 2024Q2: 18,645 shares; 2024Q3: 49,838 shares; 2024Q4: 28,966 shares; 2025Q1: 30,082 shares; 2025Q2: 21,898 shares 21,898 $605K 0.04% -8,184 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,803 shares; 2023Q4: 2,045 shares; 2024Q1: 1,973 shares; 2024Q2: 2,016 shares; 2024Q3: 5,752 shares; 2024Q4: 2,713 shares; 2025Q1: 3,116 shares; 2025Q2: 3,105 shares 3,105 $603K 0.04% -11 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 24,531 shares; 2023Q4: 15,264 shares; 2024Q1: 18,764 shares; 2024Q2: 22,133 shares; 2024Q3: 44,996 shares; 2024Q4: 21,205 shares; 2025Q1: 19,575 shares; 2025Q2: 21,098 shares 21,098 $593K 0.04% +1,523 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 57,211 shares; 2023Q4: 57,720 shares; 2024Q1: 65,681 shares; 2024Q2: 74,792 shares; 2024Q3: 150,472 shares; 2024Q4: 72,406 shares; 2025Q1: 61,577 shares; 2025Q2: 54,424 shares 54,424 $591K 0.04% -7,153 Timeline DYLD TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 28,325 shares; 2023Q4: 28,160 shares; 2024Q1: 28,097 shares; 2024Q2: 27,206 shares; 2024Q3: 27,170 shares; 2024Q4: 26,606 shares; 2025Q1: 27,424 shares; 2025Q2: 25,964 shares 25,964 $588K 0.04% -1,460 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; 2023Q3: 4,104 shares; 2023Q4: 3,675 shares; 2024Q1: 4,003 shares; 2024Q2: 4,445 shares; 2024Q3: 11,616 shares; 2024Q4: 4,868 shares; 2025Q1: 4,729 shares; 2025Q2: 5,205 shares 5,205 $577K 0.04% +476 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; 2023Q3: 1,581 shares; 2023Q4: 1,552 shares; 2024Q1: 1,443 shares; 2024Q2: 1,443 shares; 2024Q3: 1,444 shares; 2024Q4: 2,033 shares; 2025Q1: 2,015 shares; 2025Q2: 2,015 shares 2,015 $575K 0.04% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,829 shares; 2023Q4: 1,829 shares; 2024Q1: 1,804 shares; 2024Q2: 1,794 shares; 2024Q3: 1,993 shares; 2024Q4: 1,848 shares; 2025Q1: 1,848 shares; 2025Q2: 1,834 shares 1,834 $566K 0.04% -14 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 3,000 shares; 2023Q4: 3,750 shares; 2024Q1: 3,753 shares; 2024Q2: 3,503 shares; 2024Q3: 3,557 shares; 2024Q4: 3,503 shares; 2025Q1: 2,083 shares; 2025Q2: 1,583 shares 1,583 $565K 0.04% -500 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,265 shares; 2023Q4: 2,421 shares; 2024Q1: 2,252 shares; 2024Q2: 2,252 shares; 2024Q3: 4,428 shares; 2024Q4: 2,005 shares; 2025Q1: 2,006 shares; 2025Q2: 2,343 shares 2,343 $563K 0.04% +337 Timeline MLRG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 6,509 shares; 2023Q4: 6,519 shares; 2024Q1: 6,523 shares; 2024Q2: 6,526 shares; 2024Q3: 13,060 shares; 2024Q4: 6,534 shares; 2025Q1: 6,538 shares; 2025Q2: 6,541 shares 6,541 $561K 0.04% +3 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 6,878 shares; 2023Q4: 6,857 shares; 2024Q1: 5,278 shares; 2024Q2: 5,711 shares; 2024Q3: 5,664 shares; 2024Q4: 5,540 shares; 2025Q1: 3,886 shares; 2025Q2: 3,618 shares 3,618 $551K 0.03% -268 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,101 shares 9,101 $547K 0.03% new Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 18,075 shares; 2023Q4: 20,707 shares; 2024Q1: 21,836 shares; 2024Q2: 27,631 shares; 2024Q3: 28,723 shares; 2024Q4: 26,294 shares; 2025Q1: 30,471 shares; 2025Q2: 30,044 shares 30,044 $545K 0.03% -427 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 3,580 shares; 2023Q4: 4,464 shares; 2024Q1: 4,436 shares; 2024Q2: 2,659 shares; 2024Q3: 6,160 shares; 2024Q4: 2,234 shares; 2025Q1: 4,629 shares; 2025Q2: 5,638 shares 5,638 $540K 0.03% +1,009 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; 2023Q3: 18,780 shares; 2023Q4: 18,224 shares; 2024Q1: 8,533 shares; 2024Q2: 8,690 shares; 2024Q3: 12,419 shares; 2024Q4: 6,587 shares; 2025Q1: 6,554 shares; 2025Q2: 9,357 shares 9,357 $533K 0.03% +2,803 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; 2023Q3: 2,405 shares; 2023Q4: 2,174 shares; 2024Q1: 2,551 shares; 2024Q2: 3,020 shares; 2024Q3: 3,786 shares; 2024Q4: 3,197 shares; 2025Q1: 3,189 shares; 2025Q2: 2,333 shares 2,333 $528K 0.03% -856 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 15,251 shares; 2023Q4: 14,301 shares; 2024Q1: 13,628 shares; 2024Q2: 13,326 shares; 2024Q3: 13,103 shares; 2024Q4: 15,215 shares; 2025Q1: 15,479 shares; 2025Q2: 15,397 shares 15,397 $522K 0.03% -82 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,965 shares; 2023Q4: 1,971 shares; 2024Q1: 2,004 shares; 2024Q2: 2,080 shares; 2024Q3: 2,534 shares; 2024Q4: 1,951 shares; 2025Q1: 1,946 shares; 2025Q2: 2,022 shares 2,022 $517K 0.03% +76 Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 82,200 shares; 2024Q1: 86,300 shares; 2024Q2: 95,800 shares; 2024Q3: 82,875 shares; 2024Q4: 53,354 shares; 2025Q1: 45,754 shares; 2025Q2: 48,054 shares 48,054 $516K 0.03% +2,300 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 913 shares; 2025Q1: 988 shares; 2025Q2: 1,370 shares 1,370 $514K 0.03% +382 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 8,824 shares; 2023Q4: 8,766 shares; 2024Q1: 8,455 shares; 2024Q2: 8,928 shares; 2024Q3: 8,036 shares; 2024Q4: 7,265 shares; 2025Q1: 7,352 shares; 2025Q2: 7,465 shares 7,465 $512K 0.03% +113 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 2,884 shares; 2024Q1: 2,946 shares; 2024Q2: 2,832 shares; 2024Q3: 5,676 shares; 2024Q4: 3,748 shares; 2025Q1: 4,079 shares; 2025Q2: 5,507 shares 5,507 $506K 0.03% +1,428 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,681 shares; 2023Q4: 2,729 shares; 2024Q1: 2,657 shares; 2024Q2: 2,668 shares; 2024Q3: 5,326 shares; 2024Q4: 2,659 shares; 2025Q1: 2,704 shares; 2025Q2: 2,659 shares 2,659 $502K 0.03% -45 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 14,322 shares; 2023Q4: 14,325 shares; 2024Q1: 14,048 shares; 2024Q2: 14,572 shares; 2024Q3: 29,182 shares; 2024Q4: 14,703 shares; 2025Q1: 15,667 shares; 2025Q2: 16,709 shares 16,709 $500K 0.03% +1,042 Timeline TOTALENERGIES SE -SPON ADR TOTALENERGIES SE -SPON ADR More: the full row for TOTALENERGIES SE -SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 6,881 shares; 2023Q4: 6,959 shares; 2024Q1: 7,016 shares; 2024Q2: 7,093 shares; 2024Q3: 7,709 shares; 2024Q4: 8,532 shares; 2025Q1: 8,875 shares; 2025Q2: 8,069 shares 8,069 $495K 0.03% -806 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; 2023Q3: 20,097 shares; 2023Q4: 18,984 shares; 2024Q1: 18,506 shares; 2024Q2: 16,355 shares; 2024Q3: 17,279 shares; 2024Q4: 14,965 shares; 2025Q1: 16,559 shares; 2025Q2: 16,845 shares 16,845 $495K 0.03% +286 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 14,809 shares; 2024Q2: 16,588 shares; 2024Q3: 16,588 shares; 2024Q4: 16,588 shares; 2025Q1: 21,837 shares; 2025Q2: 18,527 shares 18,527 $492K 0.03% -3,310 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; 2023Q3: 19,376 shares; 2023Q4: 19,384 shares; 2024Q1: 17,036 shares; 2024Q2: 16,460 shares; 2024Q3: 34,212 shares; 2024Q4: 17,550 shares; 2025Q1: 17,792 shares; 2025Q2: 18,027 shares 18,027 $486K 0.03% +235 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 97,191 shares; 2023Q4: 82,844 shares; 2024Q1: 72,417 shares; 2024Q2: 73,101 shares; 2024Q3: 130,630 shares; 2024Q4: 63,699 shares; 2025Q1: 67,872 shares; 2025Q2: 66,888 shares 66,888 $486K 0.03% -984 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 10,259 shares; 2023Q4: 9,359 shares; 2024Q1: 9,510 shares; 2024Q2: 9,510 shares; 2024Q3: 11,314 shares; 2024Q4: 9,384 shares; 2025Q1: 9,196 shares; 2025Q2: 9,197 shares 9,197 $484K 0.03% +1 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 6,844 shares; 2024Q1: 6,646 shares; 2024Q2: 6,961 shares; 2024Q3: 19,456 shares; 2024Q4: 5,765 shares; 2025Q1: 5,720 shares; 2025Q2: 5,821 shares 5,821 $482K 0.03% +101 Timeline TWO RDS SHARED TR TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 17,266 shares; 2023Q4: 17,282 shares; 2024Q1: 17,283 shares; 2024Q2: 16,770 shares; 2024Q3: 16,770 shares; 2024Q4: 16,191 shares; 2025Q1: 14,688 shares; 2025Q2: 14,684 shares 14,684 $482K 0.03% -4 VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3,350 shares; 2024Q2: 3,163 shares; 2024Q3: 2,760 shares; 2024Q4: 3,631 shares; 2025Q1: 2,668 shares; 2025Q2: 2,481 shares 2,481 $481K 0.03% -187 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 3,601 shares; 2023Q4: 3,223 shares; 2024Q1: 3,183 shares; 2024Q2: 3,156 shares; 2024Q3: 4,142 shares; 2024Q4: 3,169 shares; 2025Q1: 3,190 shares; 2025Q2: 3,299 shares 3,299 $480K 0.03% +109 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,888 shares; 2024Q3: 1,891 shares; 2024Q4: 1,890 shares; 2025Q1: 1,880 shares; 2025Q2: 1,859 shares 1,859 $480K 0.03% -21 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 4,479 shares; 2023Q4: 10,214 shares; 2024Q1: 11,925 shares; 2024Q2: 11,925 shares; 2024Q3: 26,784 shares; 2024Q4: 11,251 shares; 2025Q1: 11,151 shares; 2025Q2: 9,351 shares 9,351 $470K 0.03% -1,800 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 11,629 shares; 2023Q4: 10,063 shares; 2024Q1: 10,244 shares; 2024Q2: 10,616 shares; 2024Q3: 12,759 shares; 2024Q4: 12,018 shares; 2025Q1: 11,279 shares; 2025Q2: 10,878 shares 10,878 $468K 0.03% -401 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; 2023Q3: 4,763 shares; 2023Q4: 4,786 shares; 2024Q1: 4,795 shares; 2024Q2: 4,795 shares; 2024Q3: 4,826 shares; 2024Q4: 5,283 shares; 2025Q1: 5,309 shares; 2025Q2: 5,338 shares 5,338 $466K 0.03% +29 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,059 shares; 2023Q4: 1,059 shares; 2024Q1: 1,059 shares; 2024Q2: 1,059 shares; 2024Q3: 1,240 shares; 2024Q4: 1,109 shares; 2025Q1: 1,107 shares; 2025Q2: 1,107 shares 1,107 $466K 0.03% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,455 shares; 2023Q4: 1,657 shares; 2024Q1: 1,551 shares; 2024Q2: 777 shares; 2024Q3: 1,064 shares; 2024Q4: 756 shares; 2025Q1: 756 shares; 2025Q2: 632 shares 632 $463K 0.03% -124 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 6,585 shares; 2023Q4: 6,240 shares; 2024Q1: 5,687 shares; 2024Q2: 5,365 shares; 2024Q3: 6,151 shares; 2024Q4: 5,688 shares; 2025Q1: 5,859 shares; 2025Q2: 6,229 shares 6,229 $463K 0.03% +370 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; 2023Q3: 2,252 shares; 2023Q4: 1,466 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,456 shares; 2024Q4: 2,552 shares; 2025Q1: 2,499 shares; 2025Q2: 2,479 shares 2,479 $462K 0.03% -20 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,194 shares; 2025Q1: 2,172 shares; 2025Q2: 2,057 shares 2,057 $450K 0.03% -115 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,512 shares; 2023Q4: 2,391 shares; 2024Q1: 2,101 shares; 2024Q2: 2,135 shares; 2024Q3: 2,872 shares; 2024Q4: 2,078 shares; 2025Q1: 2,035 shares; 2025Q2: 1,562 shares 1,562 $441K 0.03% -473 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,159 shares 4,159 $439K 0.03% new Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,159 shares; 2023Q4: 2,370 shares; 2024Q1: 1,853 shares; 2024Q2: 1,853 shares; 2024Q3: 4,258 shares; 2024Q4: 1,859 shares; 2025Q1: 1,783 shares; 2025Q2: 1,775 shares 1,775 $439K 0.03% -8 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 8,007 shares; 2023Q4: 8,173 shares; 2024Q1: 7,961 shares; 2024Q2: 8,352 shares; 2024Q3: 8,722 shares; 2024Q4: 8,007 shares; 2025Q1: 7,987 shares; 2025Q2: 8,151 shares 8,151 $437K 0.03% +164 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,761 shares 17,761 $434K 0.03% new Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,768 shares; 2023Q4: 2,768 shares; 2024Q1: 2,770 shares; 2024Q2: 2,851 shares; 2024Q3: 5,702 shares; 2024Q4: 2,853 shares; 2025Q1: 2,854 shares; 2025Q2: 2,854 shares 2,854 $431K 0.03% 0 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; 2023Q3: 18,792 shares; 2023Q4: 17,395 shares; 2024Q1: 17,109 shares; 2024Q2: 13,085 shares; 2024Q3: 15,913 shares; 2024Q4: 13,648 shares; 2025Q1: 13,946 shares; 2025Q2: 13,782 shares 13,782 $427K 0.03% -164 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 561 shares; 2025Q1: 524 shares; 2025Q2: 406 shares 406 $426K 0.03% -118 Timeline FIRST TR EXCHNG TRADED FD V… FIRST TR EXCHNG TRADED FD VICONFL… More: the full row for FIRST TR EXCHNG TRADED FD VICONFLUENCE BDC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 101,220 shares 101,220 $424K 0.03% new HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,489 shares 4,489 $420K 0.03% new Timeline XJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,768 shares; 2025Q2: 10,046 shares 10,046 $417K 0.03% +278 Timeline FULT FULTON FINL CORP PA More: the full row for FULTON FINL CORP PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 45,772 shares; 2024Q4: 23,055 shares; 2025Q1: 22,905 shares; 2025Q2: 22,917 shares 22,917 $413K 0.03% +12 Timeline SDIV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 15,935 shares; 2023Q4: 16,375 shares; 2024Q1: 15,966 shares; 2024Q2: 16,348 shares; 2024Q3: 33,480 shares; 2024Q4: 17,151 shares; 2025Q1: 17,601 shares; 2025Q2: 18,263 shares 18,263 $412K 0.03% +662 Timeline LGLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,350 shares 2,350 $410K 0.03% new Timeline DIV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 13,182 shares; 2023Q4: 16,031 shares; 2024Q1: 24,034 shares; 2024Q2: 24,042 shares; 2024Q3: 48,722 shares; 2024Q4: 24,677 shares; 2025Q1: 22,524 shares; 2025Q2: 23,339 shares 23,339 $410K 0.03% +815 Timeline KBWD 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 17,420 shares; 2024Q4: not reported; 2025Q1: 18,677 shares; 2025Q2: 29,442 shares 29,442 $408K 0.03% +10,765 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 5,573 shares; 2023Q4: 5,596 shares; 2024Q1: 5,614 shares; 2024Q2: 5,614 shares; 2024Q3: 5,665 shares; 2024Q4: 17,008 shares; 2025Q1: 17,060 shares; 2025Q2: 17,110 shares 17,110 $408K 0.03% +50 Timeline CMPS COMPASS PATHWAYS PLC More: the full row for COMPASS PATHWAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 180,000 shares; 2025Q2: 145,000 shares 145,000 $406K 0.03% -35,000 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; 2023Q3: not reported; 2023Q4: 48,201 shares; 2024Q1: 38,030 shares; 2024Q2: 37,358 shares; 2024Q3: 71,748 shares; 2024Q4: 32,681 shares; 2025Q1: 31,597 shares; 2025Q2: 9,933 shares 9,933 $405K 0.03% -21,664 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 5,076 shares; 2023Q4: 5,076 shares; 2024Q1: 5,076 shares; 2024Q2: 5,076 shares; 2024Q3: 10,152 shares; 2024Q4: 5,076 shares; 2025Q1: 5,076 shares; 2025Q2: 5,076 shares 5,076 $404K 0.03% 0 Timeline JPLD 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,726 shares 7,726 $404K 0.03% new Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 9,314 shares; 2023Q4: 9,383 shares; 2024Q1: 2,607 shares; 2024Q2: 2,447 shares; 2024Q3: 5,926 shares; 2024Q4: 2,549 shares; 2025Q1: 2,048 shares; 2025Q2: 1,709 shares 1,709 $398K 0.02% -339 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 382 shares 382 $393K 0.02% new Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,748 shares 1,748 $391K 0.02% new 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; 2023Q3: 1,974 shares; 2023Q4: 1,955 shares; 2024Q1: 1,010 shares; 2024Q2: 973 shares; 2024Q3: 2,853 shares; 2024Q4: 1,595 shares; 2025Q1: 1,588 shares; 2025Q2: 1,646 shares 1,646 $390K 0.02% +58 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; 2023Q3: 28,278 shares; 2023Q4: 20,500 shares; 2024Q1: 20,611 shares; 2024Q2: 21,220 shares; 2024Q3: 19,273 shares; 2024Q4: 15,887 shares; 2025Q1: 13,614 shares; 2025Q2: 14,869 shares 14,869 $387K 0.02% +1,255 Timeline ENVX ENOVIX CORPORATION More: the full row for ENOVIX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 26,316 shares; 2023Q4: 32,788 shares; 2024Q1: 37,714 shares; 2024Q2: 41,689 shares; 2024Q3: 46,213 shares; 2024Q4: 46,213 shares; 2025Q1: 37,183 shares; 2025Q2: 37,183 shares 37,183 $384K 0.02% 0 Timeline EFIV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 4,147 shares; 2024Q2: 4,144 shares; 2024Q3: 4,093 shares; 2024Q4: 4,093 shares; 2025Q1: 5,189 shares; 2025Q2: 6,505 shares 6,505 $381K 0.02% +1,316 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 7,086 shares; 2023Q4: 5,952 shares; 2024Q1: 6,515 shares; 2024Q2: 6,836 shares; 2024Q3: 5,757 shares; 2024Q4: 6,389 shares; 2025Q1: 5,120 shares; 2025Q2: 7,712 shares 7,712 $378K 0.02% +2,592 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,555 shares; 2023Q4: 1,429 shares; 2024Q1: 1,239 shares; 2024Q2: 1,408 shares; 2024Q3: 1,651 shares; 2024Q4: 1,626 shares; 2025Q1: 1,780 shares; 2025Q2: 1,353 shares 1,353 $378K 0.02% -427 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 6,084 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,466 shares 7,466 $378K 0.02% new Timeline AVRE 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; 2023Q3: not reported; 2023Q4: 6,891 shares; 2024Q1: 6,835 shares; 2024Q2: 7,871 shares; 2024Q3: 8,134 shares; 2024Q4: 7,923 shares; 2025Q1: 8,145 shares; 2025Q2: 8,419 shares 8,419 $372K 0.02% +274 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 37,194 shares; 2023Q4: 37,676 shares; 2024Q1: 38,275 shares; 2024Q2: 38,640 shares; 2024Q3: 40,775 shares; 2024Q4: 41,961 shares; 2025Q1: 42,251 shares; 2025Q2: 42,700 shares 42,700 $371K 0.02% +449 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 4,563 shares; 2023Q4: 3,995 shares; 2024Q1: 4,230 shares; 2024Q2: 4,233 shares; 2024Q3: 4,391 shares; 2024Q4: 5,097 shares; 2025Q1: 4,116 shares; 2025Q2: 3,759 shares 3,759 $371K 0.02% -357 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,990 shares; 2023Q4: 2,679 shares; 2024Q1: 2,723 shares; 2024Q2: 2,457 shares; 2024Q3: 3,190 shares; 2024Q4: 3,225 shares; 2025Q1: 3,168 shares; 2025Q2: 2,304 shares 2,304 $367K 0.02% -864 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; 2023Q3: 1,986 shares; 2023Q4: 1,870 shares; 2024Q1: 1,838 shares; 2024Q2: 1,909 shares; 2024Q3: 1,909 shares; 2024Q4: 1,909 shares; 2025Q1: 1,322 shares; 2025Q2: 1,318 shares 1,318 $365K 0.02% -4 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; 2023Q3: 2,678 shares; 2023Q4: 2,680 shares; 2024Q1: 2,134 shares; 2024Q2: 1,979 shares; 2024Q3: 2,140 shares; 2024Q4: 1,980 shares; 2025Q1: 2,687 shares; 2025Q2: 1,989 shares 1,989 $364K 0.02% -698 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,153 shares; 2024Q2: 1,196 shares; 2024Q3: 1,161 shares; 2024Q4: 1,196 shares; 2025Q1: 1,178 shares; 2025Q2: 1,163 shares 1,163 $362K 0.02% -15 Timeline BWAY BRAINSWAY LTD More: the full row for BRAINSWAY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 38,720 shares; 2023Q4: 35,720 shares; 2024Q1: 35,720 shares; 2024Q2: 33,720 shares; 2024Q3: 55,800 shares; 2024Q4: 27,900 shares; 2025Q1: 27,900 shares; 2025Q2: 27,400 shares 27,400 $360K 0.02% -500 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,406 shares; 2023Q4: 1,407 shares; 2024Q1: 1,044 shares; 2024Q2: 1,044 shares; 2024Q3: 1,068 shares; 2024Q4: 964 shares; 2025Q1: 1,000 shares; 2025Q2: 989 shares 989 $358K 0.02% -11 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 4,213 shares; 2023Q4: not reported; 2024Q1: 3,975 shares; 2024Q2: 4,374 shares; 2024Q3: 5,071 shares; 2024Q4: 4,550 shares; 2025Q1: 4,724 shares; 2025Q2: 4,752 shares 4,752 $354K 0.02% +28 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,344 shares 3,344 $354K 0.02% new Timeline PGX 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; 2023Q3: 36,455 shares; 2023Q4: 34,502 shares; 2024Q1: 37,701 shares; 2024Q2: 36,910 shares; 2024Q3: 70,590 shares; 2024Q4: 31,943 shares; 2025Q1: 33,374 shares; 2025Q2: 31,647 shares 31,647 $352K 0.02% -1,727 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; 2023Q3: 5,558 shares; 2023Q4: 4,724 shares; 2024Q1: 4,312 shares; 2024Q2: 4,427 shares; 2024Q3: 6,373 shares; 2024Q4: 4,447 shares; 2025Q1: 4,641 shares; 2025Q2: 5,209 shares 5,209 $351K 0.02% +568 Timeline PFM 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; 2023Q3: 9,391 shares; 2023Q4: 8,797 shares; 2024Q1: 7,282 shares; 2024Q2: 5,943 shares; 2024Q3: 11,898 shares; 2024Q4: 6,139 shares; 2025Q1: 6,329 shares; 2025Q2: 7,234 shares 7,234 $348K 0.02% +905 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; 2023Q3: 22,379 shares; 2023Q4: 26,489 shares; 2024Q1: 53,717 shares; 2024Q2: 59,585 shares; 2024Q3: 30,831 shares; 2024Q4: 27,861 shares; 2025Q1: 27,780 shares; 2025Q2: 19,551 shares 19,551 $348K 0.02% -8,229 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,153 shares 5,153 $348K 0.02% new Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,258 shares 1,258 $345K 0.02% new 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; 2023Q3: 2,445 shares; 2023Q4: 2,293 shares; 2024Q1: 2,303 shares; 2024Q2: 2,326 shares; 2024Q3: 2,775 shares; 2024Q4: 2,049 shares; 2025Q1: 2,001 shares; 2025Q2: 1,433 shares 1,433 $341K 0.02% -568 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,514 shares 14,514 $340K 0.02% new Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 6,970 shares; 2023Q4: 6,605 shares; 2024Q1: 6,616 shares; 2024Q2: 6,375 shares; 2024Q3: 6,178 shares; 2024Q4: 5,022 shares; 2025Q1: 4,691 shares; 2025Q2: 4,191 shares 4,191 $337K 0.02% -500 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 10,157 shares; 2025Q1: 7,035 shares; 2025Q2: 6,877 shares 6,877 $337K 0.02% -158 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 15,632 shares; 2023Q4: 15,023 shares; 2024Q1: 14,829 shares; 2024Q2: 14,561 shares; 2024Q3: 33,902 shares; 2024Q4: 12,667 shares; 2025Q1: 11,974 shares; 2025Q2: 9,429 shares 9,429 $337K 0.02% -2,545 Timeline STRK STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,768 shares 2,768 $335K 0.02% new Timeline EPOL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,280 shares; 2025Q2: 10,280 shares 10,280 $332K 0.02% 0 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 16,459 shares; 2023Q4: 10,111 shares; 2024Q1: 8,015 shares; 2024Q2: 7,416 shares; 2024Q3: 15,680 shares; 2024Q4: 7,559 shares; 2025Q1: 7,567 shares; 2025Q2: 7,603 shares 7,603 $331K 0.02% +36 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 6,098 shares; 2024Q4: 1,467 shares; 2025Q1: 1,468 shares; 2025Q2: 1,468 shares 1,468 $327K 0.02% 0 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 24,275 shares; 2024Q3: 5,042 shares; 2024Q4: 5,040 shares; 2025Q1: 5,566 shares; 2025Q2: 6,502 shares 6,502 $327K 0.02% +936 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 6,970 shares; 2024Q2: not reported; 2024Q3: 9,188 shares; 2024Q4: not reported; 2025Q1: 5,287 shares; 2025Q2: 6,898 shares 6,898 $326K 0.02% +1,611 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 779 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,650 shares 1,650 $326K 0.02% new Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,747 shares; 2025Q1: 1,696 shares; 2025Q2: 1,861 shares 1,861 $324K 0.02% +165 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 8,686 shares; 2023Q4: 7,904 shares; 2024Q1: 7,859 shares; 2024Q2: 7,821 shares; 2024Q3: 14,444 shares; 2024Q4: 5,653 shares; 2025Q1: 5,428 shares; 2025Q2: 5,165 shares 5,165 $324K 0.02% -263 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,512 shares; 2024Q2: 2,513 shares; 2024Q3: 5,076 shares; 2024Q4: 2,258 shares; 2025Q1: 2,504 shares; 2025Q2: 2,925 shares 2,925 $322K 0.02% +421 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 6,871 shares; 2023Q4: 6,931 shares; 2024Q1: 7,103 shares; 2024Q2: 7,257 shares; 2024Q3: 7,330 shares; 2024Q4: 6,924 shares; 2025Q1: 6,939 shares; 2025Q2: 7,391 shares 7,391 $321K 0.02% +452 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 356 shares 356 $319K 0.02% new Timeline SPEU 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,585 shares 6,585 $319K 0.02% new Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,855 shares; 2025Q1: 5,978 shares; 2025Q2: 6,031 shares 6,031 $319K 0.02% +53 Timeline TWO RDS SHARED TR TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 12,585 shares; 2023Q4: 12,597 shares; 2024Q1: 12,597 shares; 2024Q2: 12,303 shares; 2024Q3: 11,996 shares; 2024Q4: 12,003 shares; 2025Q1: 11,036 shares; 2025Q2: 10,006 shares 10,006 $316K 0.02% -1,030 IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 3,412 shares; 2024Q1: 3,429 shares; 2024Q2: 3,459 shares; 2024Q3: 6,932 shares; 2024Q4: 3,476 shares; 2025Q1: 3,490 shares; 2025Q2: 3,416 shares 3,416 $315K 0.02% -74 Timeline GAP GAP INC More: the full row for GAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,300 shares; 2025Q2: 14,462 shares 14,462 $315K 0.02% +162 Timeline PBTP 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; 2023Q3: 64,964 shares; 2023Q4: 25,241 shares; 2024Q1: 21,998 shares; 2024Q2: 19,271 shares; 2024Q3: 28,190 shares; 2024Q4: 14,074 shares; 2025Q1: 12,468 shares; 2025Q2: 12,084 shares 12,084 $314K 0.02% -384 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 3,173 shares; 2023Q4: 3,116 shares; 2024Q1: 3,172 shares; 2024Q2: 3,309 shares; 2024Q3: 3,639 shares; 2024Q4: 3,318 shares; 2025Q1: 2,422 shares; 2025Q2: 2,617 shares 2,617 $312K 0.02% +195 Timeline GPCR STRUCTURE THERAPEUTICS INC More: the full row for STRUCTURE THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,000 shares; 2025Q2: 15,000 shares 15,000 $311K 0.02% +2,000 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,176 shares; 2023Q4: 1,176 shares; 2024Q1: 1,177 shares; 2024Q2: 1,344 shares; 2024Q3: 1,137 shares; 2024Q4: 1,044 shares; 2025Q1: 1,001 shares; 2025Q2: 948 shares 948 $310K 0.02% -53 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 9,959 shares; 2023Q4: 9,475 shares; 2024Q1: 8,797 shares; 2024Q2: 8,604 shares; 2024Q3: 10,496 shares; 2024Q4: 8,573 shares; 2025Q1: 7,669 shares; 2025Q2: 3,401 shares 3,401 $310K 0.02% -4,268 Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 5,986 shares; 2024Q3: 15,678 shares; 2024Q4: 6,734 shares; 2025Q1: 5,035 shares; 2025Q2: 6,117 shares 6,117 $307K 0.02% +1,082 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,610 shares; 2023Q4: 2,380 shares; 2024Q1: 2,380 shares; 2024Q2: 2,069 shares; 2024Q3: 1,953 shares; 2024Q4: 1,908 shares; 2025Q1: 1,902 shares; 2025Q2: 1,903 shares 1,903 $306K 0.02% +1 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 4,912 shares; 2024Q1: 4,181 shares; 2024Q2: 3,969 shares; 2024Q3: 3,969 shares; 2024Q4: 3,651 shares; 2025Q1: 3,577 shares; 2025Q2: 3,514 shares 3,514 $305K 0.02% -63 Timeline GLAD GLADSTONE CAP CORP More: the full row for GLADSTONE CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 8,871 shares; 2024Q3: 17,850 shares; 2024Q4: 9,011 shares; 2025Q1: 10,904 shares; 2025Q2: 11,307 shares 11,307 $305K 0.02% +403 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 4,975 shares; 2023Q4: 4,171 shares; 2024Q1: 3,767 shares; 2024Q2: 3,905 shares; 2024Q3: 4,368 shares; 2024Q4: 3,735 shares; 2025Q1: 4,500 shares; 2025Q2: 4,320 shares 4,320 $304K 0.02% -180 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 4,953 shares; 2024Q3: 5,182 shares; 2024Q4: not reported; 2025Q1: 5,485 shares; 2025Q2: 5,171 shares 5,171 $301K 0.02% -314 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,634 shares; 2024Q4: 2,023 shares; 2025Q1: 2,219 shares; 2025Q2: 2,324 shares 2,324 $299K 0.02% +105 Timeline MGX METAGENOMI THERAPEUTICS INC More: the full row for METAGENOMI THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 125,000 shares; 2025Q1: 100,000 shares; 2025Q2: 200,000 shares 200,000 $296K 0.02% +100,000 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 43,899 shares; 2023Q4: 46,856 shares; 2024Q1: 23,809 shares; 2024Q2: 9,628 shares; 2024Q3: 11,398 shares; 2024Q4: 8,302 shares; 2025Q1: 7,650 shares; 2025Q2: 5,111 shares 5,111 $295K 0.02% -2,539 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; 2023Q3: 3,148 shares; 2023Q4: 3,111 shares; 2024Q1: 3,229 shares; 2024Q2: 3,529 shares; 2024Q3: 2,952 shares; 2024Q4: 2,855 shares; 2025Q1: 2,581 shares; 2025Q2: 2,843 shares 2,843 $295K 0.02% +262 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 7,701 shares; 2025Q1: 8,034 shares; 2025Q2: 7,783 shares 7,783 $291K 0.02% -251 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,436 shares; 2025Q2: 2,436 shares 2,436 $290K 0.02% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 8,124 shares; 2023Q4: 8,021 shares; 2024Q1: 7,698 shares; 2024Q2: 7,427 shares; 2024Q3: 7,302 shares; 2024Q4: 7,259 shares; 2025Q1: 7,459 shares; 2025Q2: 6,299 shares 6,299 $285K 0.02% -1,160 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; 2023Q3: not reported; 2023Q4: 3,672 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,409 shares; 2024Q4: 4,234 shares; 2025Q1: 4,781 shares; 2025Q2: 4,236 shares 4,236 $285K 0.02% -545 Timeline JMTG 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,553 shares 5,553 $279K 0.02% new Timeline NCV VIRTUS CONVERTIBLE & INCOME More: the full row for VIRTUS CONVERTIBLE & INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,565 shares 19,565 $278K 0.02% new 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; 2023Q3: 2,315 shares; 2023Q4: 2,609 shares; 2024Q1: 1,565 shares; 2024Q2: 1,585 shares; 2024Q3: 1,375 shares; 2024Q4: 1,231 shares; 2025Q1: 1,389 shares; 2025Q2: 1,417 shares 1,417 $276K 0.02% +28 Timeline AVLV 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,020 shares 4,020 $274K 0.02% new Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,209 shares; 2025Q1: 1,409 shares; 2025Q2: 1,409 shares 1,409 $273K 0.02% 0 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 9,131 shares; 2025Q1: 10,475 shares; 2025Q2: 11,357 shares 11,357 $270K 0.02% +882 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,480 shares 1,480 $268K 0.02% new Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 19,157 shares; 2023Q4: 13,989 shares; 2024Q1: 14,094 shares; 2024Q2: 18,320 shares; 2024Q3: 32,554 shares; 2024Q4: 16,432 shares; 2025Q1: 13,490 shares; 2025Q2: 11,969 shares 11,969 $268K 0.02% -1,521 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 8,980 shares; 2024Q1: 8,430 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 7,145 shares; 2025Q1: 7,345 shares; 2025Q2: 7,295 shares 7,295 $266K 0.02% -50 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 13,213 shares; 2023Q4: 13,245 shares; 2024Q1: 13,283 shares; 2024Q2: 13,321 shares; 2024Q3: 13,153 shares; 2024Q4: 13,178 shares; 2025Q1: 8,201 shares; 2025Q2: 7,229 shares 7,229 $265K 0.02% -972 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 11,212 shares; 2023Q4: 18,727 shares; 2024Q1: 18,802 shares; 2024Q2: 17,563 shares; 2024Q3: 48,108 shares; 2024Q4: 25,486 shares; 2025Q1: 26,707 shares; 2025Q2: 11,768 shares 11,768 $265K 0.02% -14,939 Timeline RPV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,806 shares; 2023Q4: 2,807 shares; 2024Q1: 2,810 shares; 2024Q2: 2,811 shares; 2024Q3: 5,624 shares; 2024Q4: 2,814 shares; 2025Q1: 2,816 shares; 2025Q2: 2,817 shares 2,817 $264K 0.02% +1 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 13,275 shares; 2025Q1: 14,275 shares; 2025Q2: 19,031 shares 19,031 $261K 0.02% +4,756 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,821 shares 2,821 $260K 0.02% new Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,985 shares; 2024Q2: 1,986 shares; 2024Q3: 2,140 shares; 2024Q4: 2,069 shares; 2025Q1: 2,070 shares; 2025Q2: 1,971 shares 1,971 $259K 0.02% -99 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,737 shares; 2024Q4: 2,162 shares; 2025Q1: 2,245 shares; 2025Q2: 2,108 shares 2,108 $258K 0.02% -137 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 8,776 shares; 2024Q4: 4,164 shares; 2025Q1: 4,139 shares; 2025Q2: 4,139 shares 4,139 $258K 0.02% 0 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,934 shares; 2025Q2: 2,934 shares 2,934 $258K 0.02% 0 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,075 shares; 2024Q3: 1,207 shares; 2024Q4: 1,122 shares; 2025Q1: 1,032 shares; 2025Q2: 1,045 shares 1,045 $258K 0.02% +13 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 5,630 shares; 2024Q4: not reported; 2025Q1: 4,391 shares; 2025Q2: 4,935 shares 4,935 $257K 0.02% +544 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,400 shares; 2025Q1: 2,617 shares; 2025Q2: 2,610 shares 2,610 $253K 0.02% -7 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 5,296 shares; 2024Q3: 11,238 shares; 2024Q4: 5,747 shares; 2025Q1: 5,803 shares; 2025Q2: 6,232 shares 6,232 $251K 0.02% +429 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 5,451 shares; 2023Q4: 5,190 shares; 2024Q1: 4,028 shares; 2024Q2: 4,046 shares; 2024Q3: 8,080 shares; 2024Q4: 4,113 shares; 2025Q1: 3,997 shares; 2025Q2: 3,939 shares 3,939 $250K 0.02% -58 Timeline PHK PIMCO HIGH INCOME FD More: the full row for PIMCO HIGH INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 40,102 shares; 2024Q1: 35,208 shares; 2024Q2: 55,106 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 51,945 shares 51,945 $249K 0.02% new Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 15,633 shares; 2023Q4: 11,548 shares; 2024Q1: 11,252 shares; 2024Q2: 13,373 shares; 2024Q3: 43,552 shares; 2024Q4: 32,568 shares; 2025Q1: 22,629 shares; 2025Q2: 9,166 shares 9,166 $249K 0.02% -13,463 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,436 shares; 2023Q4: 2,444 shares; 2024Q1: 2,445 shares; 2024Q2: 2,445 shares; 2024Q3: 2,445 shares; 2024Q4: 2,453 shares; 2025Q1: 2,453 shares; 2025Q2: 2,453 shares 2,453 $248K 0.02% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 480 shares; 2023Q4: 436 shares; 2024Q1: 429 shares; 2024Q2: 563 shares; 2024Q3: 880 shares; 2024Q4: 805 shares; 2025Q1: 958 shares; 2025Q2: 640 shares 640 $248K 0.02% -318 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 29,739 shares; 2023Q4: 25,728 shares; 2024Q1: 26,045 shares; 2024Q2: 21,762 shares; 2024Q3: 22,802 shares; 2024Q4: 22,399 shares; 2025Q1: 22,499 shares; 2025Q2: 22,659 shares 22,659 $247K 0.02% +160 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,822 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,418 shares 1,418 $246K 0.02% new Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 4,833 shares; 2023Q4: 4,742 shares; 2024Q1: 4,750 shares; 2024Q2: 4,745 shares; 2024Q3: 11,044 shares; 2024Q4: 4,876 shares; 2025Q1: 4,712 shares; 2025Q2: 4,732 shares 4,732 $245K 0.02% +20 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,213 shares; 2025Q2: 5,039 shares 5,039 $245K 0.02% -1,174 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 5,348 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 4,093 shares; 2024Q3: 4,097 shares; 2024Q4: 4,100 shares; 2025Q1: 4,103 shares; 2025Q2: 4,106 shares 4,106 $243K 0.02% +3 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 12,351 shares; 2025Q1: 14,717 shares; 2025Q2: 14,458 shares 14,458 $242K 0.02% -259 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 6,406 shares; 2023Q4: 6,413 shares; 2024Q1: 6,439 shares; 2024Q2: 6,444 shares; 2024Q3: 6,564 shares; 2024Q4: 6,456 shares; 2025Q1: 6,462 shares; 2025Q2: 6,468 shares 6,468 $242K 0.02% +6 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 8,326 shares; 2023Q4: 7,615 shares; 2024Q1: 7,929 shares; 2024Q2: 9,493 shares; 2024Q3: 9,216 shares; 2024Q4: 9,715 shares; 2025Q1: 9,377 shares; 2025Q2: 9,288 shares 9,288 $240K 0.01% -89 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,489 shares; 2023Q4: 1,338 shares; 2024Q1: 1,396 shares; 2024Q2: 1,443 shares; 2024Q3: 2,940 shares; 2024Q4: 1,457 shares; 2025Q1: 1,331 shares; 2025Q2: 1,215 shares 1,215 $237K 0.01% -116 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,607 shares 12,607 $237K 0.01% new Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 8,907 shares; 2023Q4: 8,238 shares; 2024Q1: 8,209 shares; 2024Q2: 8,211 shares; 2024Q3: 7,883 shares; 2024Q4: 7,817 shares; 2025Q1: 5,593 shares; 2025Q2: 5,808 shares 5,808 $237K 0.01% +215 Timeline LVHD 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; 2023Q3: 8,606 shares; 2023Q4: 7,856 shares; 2024Q1: 6,453 shares; 2024Q2: 6,312 shares; 2024Q3: 6,278 shares; 2024Q4: 5,905 shares; 2025Q1: 5,919 shares; 2025Q2: 5,928 shares 5,928 $236K 0.01% +9 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; 2023Q3: 7,880 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 5,938 shares; 2024Q4: not reported; 2025Q1: 4,869 shares; 2025Q2: 4,950 shares 4,950 $235K 0.01% +81 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 41,311 shares; 2023Q4: 16,498 shares; 2024Q1: 28,978 shares; 2024Q2: 28,983 shares; 2024Q3: 26,791 shares; 2024Q4: 23,913 shares; 2025Q1: 14,511 shares; 2025Q2: 12,906 shares 12,906 $235K 0.01% -1,605 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 16,349 shares; 2024Q3: 36,548 shares; 2024Q4: 19,503 shares; 2025Q1: 12,420 shares; 2025Q2: 4,217 shares 4,217 $235K 0.01% -8,203 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 972 shares; 2024Q2: not reported; 2024Q3: 1,675 shares; 2024Q4: 935 shares; 2025Q1: 885 shares; 2025Q2: 877 shares 877 $235K 0.01% -8 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 6,928 shares; 2023Q4: 6,944 shares; 2024Q1: 6,941 shares; 2024Q2: 7,622 shares; 2024Q3: 14,486 shares; 2024Q4: not reported; 2025Q1: 6,446 shares; 2025Q2: 6,102 shares 6,102 $234K 0.01% -344 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 9,545 shares; 2023Q4: 9,190 shares; 2024Q1: 7,905 shares; 2024Q2: 8,166 shares; 2024Q3: 8,008 shares; 2024Q4: 9,031 shares; 2025Q1: 6,465 shares; 2025Q2: 5,476 shares 5,476 $230K 0.01% -989 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,062 shares 2,062 $229K 0.01% new Timeline JMOM 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,563 shares; 2024Q4: 3,564 shares; 2025Q1: 3,564 shares; 2025Q2: 3,564 shares 3,564 $229K 0.01% 0 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,765 shares 1,765 $227K 0.01% new Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 804 shares; 2024Q2: 804 shares; 2024Q3: 888 shares; 2024Q4: 4,371 shares; 2025Q1: 4,298 shares; 2025Q2: 4,290 shares 4,290 $226K 0.01% -8 Timeline HIO WESTERN ASSET HIGH INCOME OP More: the full row for WESTERN ASSET HIGH INCOME OP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 30,941 shares; 2023Q4: 30,941 shares; 2024Q1: 30,942 shares; 2024Q2: 30,942 shares; 2024Q3: 30,942 shares; 2024Q4: 30,942 shares; 2025Q1: 41,806 shares; 2025Q2: 56,646 shares 56,646 $225K 0.01% +14,840 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3,103 shares; 2024Q2: not reported; 2024Q3: 5,896 shares; 2024Q4: not reported; 2025Q1: 2,974 shares; 2025Q2: 2,900 shares 2,900 $224K 0.01% -74 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; 2023Q3: 2,517 shares; 2023Q4: not reported; 2024Q1: 2,191 shares; 2024Q2: 2,132 shares; 2024Q3: 4,192 shares; 2024Q4: 2,087 shares; 2025Q1: 2,089 shares; 2025Q2: 2,024 shares 2,024 $223K 0.01% -65 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,665 shares; 2024Q2: not reported; 2024Q3: 2,628 shares; 2024Q4: 13,159 shares; 2025Q1: 13,291 shares; 2025Q2: 7,988 shares 7,988 $221K 0.01% -5,303 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 7,014 shares; 2024Q4: 6,577 shares; 2025Q1: 5,345 shares; 2025Q2: 3,097 shares 3,097 $221K 0.01% -2,248 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; 2023Q3: not reported; 2023Q4: 1,775 shares; 2024Q1: 1,170 shares; 2024Q2: 1,185 shares; 2024Q3: 1,037 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,008 shares 1,008 $219K 0.01% new Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000 shares 1,000 $218K 0.01% new Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,819 shares 4,819 $218K 0.01% new Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,365 shares; 2025Q2: 2,816 shares 2,816 $218K 0.01% -5,549 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,656 shares; 2024Q2: 1,661 shares; 2024Q3: 1,666 shares; 2024Q4: 1,686 shares; 2025Q1: 1,587 shares; 2025Q2: 1,676 shares 1,676 $216K 0.01% +89 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 7,835 shares; 2024Q3: 7,816 shares; 2024Q4: 9,038 shares; 2025Q1: not reported; 2025Q2: 7,462 shares 7,462 $216K 0.01% new Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,015 shares 1,015 $216K 0.01% new Timeline XITK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,614 shares; 2023Q4: 2,719 shares; 2024Q1: 2,523 shares; 2024Q2: 2,205 shares; 2024Q3: 1,500 shares; 2024Q4: 1,280 shares; 2025Q1: not reported; 2025Q2: 1,121 shares 1,121 $212K 0.01% new Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 3,092 shares; 2023Q4: 2,677 shares; 2024Q1: 3,611 shares; 2024Q2: 3,594 shares; 2024Q3: 3,870 shares; 2024Q4: 2,909 shares; 2025Q1: 3,925 shares; 2025Q2: 2,417 shares 2,417 $211K 0.01% -1,508 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 29,278 shares; 2024Q4: 5,800 shares; 2025Q1: not reported; 2025Q2: 5,800 shares 5,800 $208K 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; 2023Q3: 3,920 shares; 2023Q4: 3,861 shares; 2024Q1: 3,723 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,713 shares; 2025Q1: 2,613 shares; 2025Q2: 2,064 shares 2,064 $208K 0.01% -549 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,169 shares; 2025Q2: 2,487 shares 2,487 $206K 0.01% -4,682 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,432 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,263 shares 2,263 $206K 0.01% new Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 3,937 shares; 2023Q4: 3,353 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 18,380 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,458 shares 2,458 $205K 0.01% new Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 4,991 shares; 2024Q2: 5,181 shares; 2024Q3: 10,572 shares; 2024Q4: 3,711 shares; 2025Q1: 3,771 shares; 2025Q2: 2,411 shares 2,411 $205K 0.01% -1,360 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 534 shares; 2024Q4: not reported; 2025Q1: 430 shares; 2025Q2: 429 shares 429 $201K 0.01% -1 Timeline GDIV HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 12,292 shares; 2024Q3: 25,968 shares; 2024Q4: 12,986 shares; 2025Q1: 12,986 shares; 2025Q2: 12,998 shares 12,998 $201K 0.01% +12 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,525 shares 3,525 $201K 0.01% new Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 10,570 shares; 2025Q1: 10,570 shares; 2025Q2: 10,570 shares 10,570 $154K 0.01% 0 Timeline IBRX IMMUNITYBIO INC More: the full row for IMMUNITYBIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 57,311 shares; 2025Q2: 57,311 shares 57,311 $151K 0.01% 0 Timeline EIM EATON VANCE MUN BD FD More: the full row for EATON VANCE MUN BD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 18,928 shares; 2023Q4: 14,996 shares; 2024Q1: 14,996 shares; 2024Q2: 14,996 shares; 2024Q3: 14,996 shares; 2024Q4: 14,996 shares; 2025Q1: 14,996 shares; 2025Q2: 14,996 shares 14,996 $145K 0.01% 0 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 13,677 shares; 2023Q4: 15,955 shares; 2024Q1: 12,502 shares; 2024Q2: 13,567 shares; 2024Q3: 27,792 shares; 2024Q4: 13,286 shares; 2025Q1: 12,761 shares; 2025Q2: 10,900 shares 10,900 $142K 0.01% -1,861 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; 2023Q3: 17,802 shares; 2023Q4: 17,802 shares; 2024Q1: 25,002 shares; 2024Q2: 28,417 shares; 2024Q3: 56,834 shares; 2024Q4: 20,141 shares; 2025Q1: 20,141 shares; 2025Q2: 22,161 shares 22,161 $129K 0.01% +2,020 Timeline GUT GABELLI UTIL TR More: the full row for GABELLI UTIL TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 21,972 shares; 2023Q4: 22,316 shares; 2024Q1: 22,692 shares; 2024Q2: 23,382 shares; 2024Q3: 48,466 shares; 2024Q4: 20,326 shares; 2025Q1: 19,097 shares; 2025Q2: 20,983 shares 20,983 $122K 0.01% +1,886 Timeline PIMCO MUN INCOME FD PIMCO MUN INCOME FD More: the full row for PIMCO MUN INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,318 shares 14,318 $114K 0.01% new RUN SUNRUN INC More: the full row for SUNRUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 21,780 shares; 2024Q2: 23,592 shares; 2024Q3: 19,592 shares; 2024Q4: 14,318 shares; 2025Q1: 12,142 shares; 2025Q2: 10,951 shares 10,951 $89.6K 0.01% -1,191 Timeline ULCC FRONTIER GROUP HLDGS INC More: the full row for FRONTIER GROUP HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 46,385 shares; 2024Q1: 36,763 shares; 2024Q2: 37,155 shares; 2024Q3: 68,310 shares; 2024Q4: 29,509 shares; 2025Q1: 23,658 shares; 2025Q2: 23,658 shares 23,658 $85.9K 0.01% 0 Timeline IGR CBRE GBL REAL ESTATE INC FD More: the full row for CBRE GBL REAL ESTATE INC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 14,241 shares; 2023Q4: 14,241 shares; 2024Q1: 14,242 shares; 2024Q2: 14,242 shares; 2024Q3: 28,484 shares; 2024Q4: 14,242 shares; 2025Q1: 14,242 shares; 2025Q2: 14,181 shares 14,181 $75K <0.01% -61 Timeline COMP COMPASS INC More: the full row for COMPASS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,774 shares; 2025Q2: 11,474 shares 11,474 $72.1K <0.01% -300 Timeline NAT NORDIC AMERICAN TANKERS LIMI More: the full row for NORDIC AMERICAN TANKERS LIMI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 22,589 shares; 2023Q4: 23,164 shares; 2024Q1: 22,719 shares; 2024Q2: 23,268 shares; 2024Q3: 24,160 shares; 2024Q4: 25,667 shares; 2025Q1: 25,145 shares; 2025Q2: 24,558 shares 24,558 $64.6K <0.01% -587 Timeline AISPW AIRSHIP AI HLDGS INC More: the full row for AIRSHIP AI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 10,714 shares; 2024Q2: 30,714 shares; 2024Q3: not reported; 2024Q4: 30,174 shares; 2025Q1: 30,174 shares; 2025Q2: 30,174 shares 30,174 $60K <0.01% 0 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 10,166 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 10,881 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,955 shares; 2025Q2: 11,278 shares 11,278 $47.9K <0.01% -6,677 Timeline UWMC UWM HOLDINGS CORPORATION More: the full row for UWM HOLDINGS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 11,000 shares; 2023Q4: 10,334 shares; 2024Q1: 10,565 shares; 2024Q2: 10,114 shares; 2024Q3: 10,230 shares; 2024Q4: 10,948 shares; 2025Q1: 11,105 shares; 2025Q2: 11,296 shares 11,296 $46.8K <0.01% +191 Timeline SANA SANA BIOTECHNOLOGY INC More: the full row for SANA BIOTECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,800 shares 16,800 $45.9K <0.01% new Timeline PLUG PLUG PWR INC More: the full row for PLUG PWR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 13,617 shares; 2024Q3: 13,768 shares; 2024Q4: 13,752 shares; 2025Q1: 13,752 shares; 2025Q2: 13,752 shares 13,752 $20.5K <0.01% 0 Timeline