VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 276,863 shares; 2024Q4: 323,755 shares; 2025Q1: 355,407 shares; 2025Q2: 413,827 shares; 2025Q3: 433,406 shares; 2025Q4: 462,287 shares; 2026Q1: 395,174 shares; 2026Q2: 414,994 shares 414,994 $285M 3.84% +19,820 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 286,325 shares; 2024Q4: 244,139 shares; 2025Q1: 237,684 shares; 2025Q2: 261,408 shares; 2025Q3: 269,758 shares; 2025Q4: 275,544 shares; 2026Q1: 278,216 shares; 2026Q2: 293,296 shares 293,296 $216M 2.91% +15,080 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 499,106 shares; 2024Q4: 601,110 shares; 2025Q1: 495,004 shares; 2025Q2: 2,835,642 shares; 2025Q3: 2,920,669 shares; 2025Q4: 2,715,794 shares; 2026Q1: 3,830,391 shares; 2026Q2: 4,017,829 shares 4,017,829 $173M 2.33% +187,438 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 277,840 shares; 2024Q4: 282,390 shares; 2025Q1: 287,535 shares; 2025Q2: 277,485 shares; 2025Q3: 276,864 shares; 2025Q4: 270,999 shares; 2026Q1: 459,637 shares; 2026Q2: 453,496 shares 453,496 $131M 1.77% -6,141 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 169 shares; 2024Q4: 447,116 shares; 2025Q1: 508,207 shares; 2025Q2: 576,603 shares; 2025Q3: 611,025 shares; 2025Q4: 773,518 shares; 2026Q1: 1,147,859 shares; 2026Q2: 1,181,713 shares 1,181,713 $114M 1.54% +33,854 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,439,085 shares; 2024Q4: 3,975,370 shares; 2025Q1: 3,333,946 shares; 2025Q2: 2,664,732 shares; 2025Q3: 2,923,450 shares; 2025Q4: 3,561,628 shares; 2026Q1: 4,120,885 shares; 2026Q2: 4,197,950 shares 4,197,950 $104M 1.41% +77,065 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,479 shares; 2024Q4: 79,881 shares; 2025Q1: 80,294 shares; 2025Q2: 84,658 shares; 2025Q3: 86,100 shares; 2025Q4: 85,596 shares; 2026Q1: 123,462 shares; 2026Q2: 132,375 shares 132,375 $99.1M 1.33% +8,913 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,023,619 shares; 2024Q4: 1,089,646 shares; 2025Q1: 1,123,512 shares; 2025Q2: 1,226,189 shares; 2025Q3: 1,267,480 shares; 2025Q4: 1,254,237 shares; 2026Q1: 1,257,653 shares; 2026Q2: 1,275,896 shares 1,275,896 $98.4M 1.32% +18,243 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,963,202 shares; 2024Q4: 2,205,087 shares; 2025Q1: 2,384,253 shares; 2025Q2: 2,460,370 shares; 2025Q3: 2,547,704 shares; 2025Q4: 2,481,942 shares; 2026Q1: 2,616,292 shares; 2026Q2: 2,685,827 shares 2,685,827 $98.1M 1.32% +69,535 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,350 shares; 2024Q4: 65,876 shares; 2025Q1: 62,654 shares; 2025Q2: 67,201 shares; 2025Q3: 80,893 shares; 2025Q4: 85,537 shares; 2026Q1: 97,226 shares; 2026Q2: 102,680 shares 102,680 $76.7M 1.03% +5,454 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,725,798 shares; 2024Q4: 1,955,062 shares; 2025Q1: 2,134,399 shares; 2025Q2: 1,967,746 shares; 2025Q3: 2,107,760 shares; 2025Q4: 2,819,563 shares; 2026Q1: 3,217,996 shares; 2026Q2: 3,413,963 shares 3,413,963 $76.1M 1.02% +195,967 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 529,708 shares; 2024Q4: 558,670 shares; 2025Q1: 573,676 shares; 2025Q2: 589,845 shares; 2025Q3: 666,609 shares; 2025Q4: 578,881 shares; 2026Q1: 887,227 shares; 2026Q2: 912,649 shares 912,649 $74M 1% +25,422 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 120,437 shares; 2024Q4: 118,630 shares; 2025Q1: 103,432 shares; 2025Q2: 92,584 shares; 2025Q3: 90,733 shares; 2025Q4: 93,574 shares; 2026Q1: 532,813 shares; 2026Q2: 527,487 shares 527,487 $72.5M 0.98% -5,326 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 675,498 shares; 2024Q4: 758,971 shares; 2025Q1: 681,939 shares; 2025Q2: 658,262 shares; 2025Q3: 672,771 shares; 2025Q4: 664,814 shares; 2026Q1: 741,576 shares; 2026Q2: 785,230 shares 785,230 $69M 0.93% +43,654 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,794 shares; 2024Q4: 67,313 shares; 2025Q1: 68,407 shares; 2025Q2: 67,718 shares; 2025Q3: 71,161 shares; 2025Q4: 77,250 shares; 2026Q1: 121,335 shares; 2026Q2: 768,216 shares 768,216 $66.2M 0.89% +646,881 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 218,989 shares; 2024Q4: 244,248 shares; 2025Q1: 248,484 shares; 2025Q2: 251,273 shares; 2025Q3: 257,752 shares; 2025Q4: 254,766 shares; 2026Q1: 330,491 shares; 2026Q2: 327,830 shares 327,830 $65.6M 0.88% -2,661 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 843,046 shares; 2024Q4: 2,359,839 shares; 2025Q1: 2,397,477 shares; 2025Q2: 1,903,535 shares; 2025Q3: 1,916,926 shares; 2025Q4: 1,613,032 shares; 2026Q1: 1,925,473 shares; 2026Q2: 2,054,311 shares 2,054,311 $65.1M 0.88% +128,838 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,965 shares; 2024Q4: 45,567 shares; 2025Q1: 52,663 shares; 2025Q2: 52,134 shares; 2025Q3: 39,383 shares; 2025Q4: 40,716 shares; 2026Q1: 282,613 shares; 2026Q2: 276,574 shares 276,574 $62.8M 0.85% -6,039 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 97,386 shares; 2024Q4: 105,624 shares; 2025Q1: 96,413 shares; 2025Q2: 99,640 shares; 2025Q3: 105,372 shares; 2025Q4: 107,020 shares; 2026Q1: 160,840 shares; 2026Q2: 162,611 shares 162,611 $60.2M 0.81% +1,771 Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 137,945 shares; 2024Q4: 168,346 shares; 2025Q1: 679,776 shares; 2025Q2: 495,380 shares; 2025Q3: 902,145 shares; 2025Q4: 992,524 shares; 2026Q1: 2,774,373 shares; 2026Q2: 2,873,314 shares 2,873,314 $59.9M 0.81% +98,941 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 212,468 shares; 2024Q4: 215,288 shares; 2025Q1: 224,870 shares; 2025Q2: 243,127 shares; 2025Q3: 247,207 shares; 2025Q4: 276,832 shares; 2026Q1: 387,261 shares; 2026Q2: 386,463 shares 386,463 $56.7M 0.76% -798 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,178 shares; 2024Q4: 22,958 shares; 2025Q1: 24,764 shares; 2025Q2: 24,808 shares; 2025Q3: 25,424 shares; 2025Q4: 172,035 shares; 2026Q1: 228,025 shares; 2026Q2: 221,662 shares 221,662 $55.8M 0.75% -6,363 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 328,012 shares; 2024Q4: 351,235 shares; 2025Q1: 356,577 shares; 2025Q2: 368,123 shares; 2025Q3: 537,915 shares; 2025Q4: 588,781 shares; 2026Q1: 672,488 shares; 2026Q2: 764,009 shares 764,009 $54.4M 0.73% +91,521 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 696,983 shares; 2024Q4: 2,059,604 shares; 2025Q1: 2,056,879 shares; 2025Q2: 2,052,691 shares; 2025Q3: 2,099,179 shares; 2025Q4: 1,775,672 shares; 2026Q1: 1,781,564 shares; 2026Q2: 1,819,857 shares 1,819,857 $53.6M 0.72% +38,293 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 325,973 shares; 2024Q4: 418,621 shares; 2025Q1: 494,286 shares; 2025Q2: 559,204 shares; 2025Q3: 637,302 shares; 2025Q4: 752,076 shares; 2026Q1: 1,083,369 shares; 2026Q2: 1,085,868 shares 1,085,868 $53.5M 0.72% +2,499 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,414 shares; 2024Q4: 29,599 shares; 2025Q1: 8,556 shares; 2025Q2: 8,324 shares; 2025Q3: 9,775 shares; 2025Q4: 9,080 shares; 2026Q1: 1,274,663 shares; 2026Q2: 1,275,139 shares 1,275,139 $52.6M 0.71% +476 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 131 shares; 2025Q4: 432,628 shares; 2026Q1: 543,527 shares; 2026Q2: 587,109 shares 587,109 $52.4M 0.71% +43,582 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,208 shares; 2024Q4: 66,415 shares; 2025Q1: 66,670 shares; 2025Q2: 65,734 shares; 2025Q3: 67,897 shares; 2025Q4: 79,795 shares; 2026Q1: 122,043 shares; 2026Q2: 131,312 shares 131,312 $49M 0.66% +9,269 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; 2024Q3: 58,038 shares; 2024Q4: 63,611 shares; 2025Q1: 21,189 shares; 2025Q2: 22,771 shares; 2025Q3: 26,105 shares; 2025Q4: 607,137 shares; 2026Q1: 1,095,652 shares; 2026Q2: 1,140,749 shares 1,140,749 $47.6M 0.64% +45,097 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 125,878 shares; 2024Q4: 125,882 shares; 2025Q1: 125,690 shares; 2025Q2: 118,927 shares; 2025Q3: 122,868 shares; 2025Q4: 137,912 shares; 2026Q1: 188,586 shares; 2026Q2: 185,330 shares 185,330 $44.2M 0.59% -3,256 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,604 shares; 2024Q4: 55,666 shares; 2025Q1: 56,783 shares; 2025Q2: 56,682 shares; 2025Q3: 57,262 shares; 2025Q4: 58,766 shares; 2026Q1: 183,301 shares; 2026Q2: 184,786 shares 184,786 $43.7M 0.59% +1,485 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 347,287 shares; 2024Q4: 389,188 shares; 2025Q1: 473,736 shares; 2025Q2: 506,074 shares; 2025Q3: 565,952 shares; 2025Q4: 651,832 shares; 2026Q1: 874,408 shares; 2026Q2: 925,166 shares 925,166 $43.7M 0.59% +50,758 Timeline SPCT 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,594,641 shares 1,594,641 $43.2M 0.58% new Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,226 shares; 2024Q4: 56,672 shares; 2025Q1: 57,708 shares; 2025Q2: 61,339 shares; 2025Q3: 63,557 shares; 2025Q4: 65,278 shares; 2026Q1: 43,372 shares; 2026Q2: 343,516 shares 343,516 $41.1M 0.55% +300,144 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 622,696 shares; 2024Q4: 620,475 shares; 2025Q1: 603,096 shares; 2025Q2: 587,586 shares; 2025Q3: 592,960 shares; 2025Q4: 401,259 shares; 2026Q1: 439,702 shares; 2026Q2: 436,885 shares 436,885 $41M 0.55% -2,817 Timeline LOTI 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,120,492 shares; 2026Q1: 1,435,556 shares; 2026Q2: 1,560,574 shares 1,560,574 $40.6M 0.55% +125,018 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,548 shares; 2024Q4: 6,559 shares; 2025Q1: 6,442 shares; 2025Q2: 7,642 shares; 2025Q3: 8,023 shares; 2025Q4: 10,702 shares; 2026Q1: 37,468 shares; 2026Q2: 37,977 shares 37,977 $40.4M 0.54% +509 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 121,929 shares; 2024Q4: 152,471 shares; 2025Q1: 158,175 shares; 2025Q2: 179,730 shares; 2025Q3: 207,352 shares; 2025Q4: 217,797 shares; 2026Q1: 265,067 shares; 2026Q2: 301,864 shares 301,864 $40.2M 0.54% +36,797 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 222,857 shares; 2024Q4: 270,602 shares; 2025Q1: 317,921 shares; 2025Q2: 436,456 shares; 2025Q3: 443,573 shares; 2025Q4: 611,516 shares; 2026Q1: 970,642 shares; 2026Q2: 1,015,848 shares 1,015,848 $38.6M 0.52% +45,206 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 307 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 684,890 shares; 2026Q1: 866,631 shares; 2026Q2: 930,059 shares 930,059 $36.1M 0.49% +63,428 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 318,047 shares; 2024Q4: 331,522 shares; 2025Q1: 455,173 shares; 2025Q2: 469,605 shares; 2025Q3: 483,600 shares; 2025Q4: 528,903 shares; 2026Q1: 730,620 shares; 2026Q2: 718,902 shares 718,902 $35.8M 0.48% -11,718 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 382,726 shares; 2024Q4: 421,099 shares; 2025Q1: 344,757 shares; 2025Q2: 367,659 shares; 2025Q3: 408,570 shares; 2025Q4: 441,646 shares; 2026Q1: 763,988 shares; 2026Q2: 781,949 shares 781,949 $35.6M 0.48% +17,961 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; 2024Q3: 280,036 shares; 2024Q4: 885,934 shares; 2025Q1: 891,997 shares; 2025Q2: 922,179 shares; 2025Q3: 999,471 shares; 2025Q4: 1,028,172 shares; 2026Q1: 1,118,377 shares; 2026Q2: 1,163,565 shares 1,163,565 $33.7M 0.45% +45,188 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 643 shares; 2024Q4: 627 shares; 2025Q1: 716 shares; 2025Q2: 906 shares; 2025Q3: 1,778 shares; 2025Q4: 2,073 shares; 2026Q1: 469,267 shares; 2026Q2: 460,857 shares 460,857 $33.3M 0.45% -8,410 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,436 shares; 2024Q4: 12,467 shares; 2025Q1: 12,784 shares; 2025Q2: 15,858 shares; 2025Q3: 18,527 shares; 2025Q4: 26,782 shares; 2026Q1: 27,501 shares; 2026Q2: 27,683 shares 27,683 $33.2M 0.45% +182 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,743 shares; 2025Q1: 2,379 shares; 2025Q2: 2,890 shares; 2025Q3: 122,503 shares; 2025Q4: 155,096 shares; 2026Q1: 606,253 shares; 2026Q2: 595,638 shares 595,638 $31.9M 0.43% -10,615 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 381,451 shares; 2024Q4: 437,099 shares; 2025Q1: 485,870 shares; 2025Q2: 473,783 shares; 2025Q3: 470,654 shares; 2025Q4: 387,563 shares; 2026Q1: 486,043 shares; 2026Q2: 490,316 shares 490,316 $30.5M 0.41% +4,273 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92,880 shares; 2024Q4: 98,625 shares; 2025Q1: 102,443 shares; 2025Q2: 114,886 shares; 2025Q3: 214,388 shares; 2025Q4: 440,114 shares; 2026Q1: 588,144 shares; 2026Q2: 603,409 shares 603,409 $29.2M 0.39% +15,265 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 408,584 shares; 2024Q4: 463,566 shares; 2025Q1: 512,004 shares; 2025Q2: 564,819 shares; 2025Q3: 591,991 shares; 2025Q4: 628,440 shares; 2026Q1: 934,811 shares; 2026Q2: 974,155 shares 974,155 $28.6M 0.39% +39,344 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,969 shares; 2024Q4: 15,443 shares; 2025Q1: 17,989 shares; 2025Q2: 18,644 shares; 2025Q3: 18,618 shares; 2025Q4: 18,059 shares; 2026Q1: 27,642 shares; 2026Q2: 24,609 shares 24,609 $28.4M 0.38% -3,033 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 409,393 shares; 2024Q4: 222,124 shares; 2025Q1: 223,673 shares; 2025Q2: 263,446 shares; 2025Q3: 246,883 shares; 2025Q4: 259,979 shares; 2026Q1: 314,652 shares; 2026Q2: 327,624 shares 327,624 $28M 0.38% +12,972 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,078 shares; 2024Q4: 69,313 shares; 2025Q1: 75,108 shares; 2025Q2: 78,686 shares; 2025Q3: 84,149 shares; 2025Q4: 90,095 shares; 2026Q1: 120,907 shares; 2026Q2: 127,337 shares 127,337 $27.8M 0.37% +6,430 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 396,446 shares; 2024Q4: 497,964 shares; 2025Q1: 492,044 shares; 2025Q2: 526,162 shares; 2025Q3: 604,741 shares; 2025Q4: 642,100 shares; 2026Q1: 857,687 shares; 2026Q2: 911,428 shares 911,428 $27.1M 0.36% +53,741 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,111 shares; 2024Q4: 62,073 shares; 2025Q1: 58,800 shares; 2025Q2: 61,398 shares; 2025Q3: 60,451 shares; 2025Q4: 59,620 shares; 2026Q1: 67,248 shares; 2026Q2: 71,824 shares 71,824 $26.5M 0.36% +4,576 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,224 shares; 2024Q4: 44,003 shares; 2025Q1: 50,290 shares; 2025Q2: 51,830 shares; 2025Q3: 82,678 shares; 2025Q4: 86,923 shares; 2026Q1: 119,109 shares; 2026Q2: 119,050 shares 119,050 $25.3M 0.34% -59 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 159,313 shares; 2024Q4: 539,026 shares; 2025Q1: 482,730 shares; 2025Q2: 493,656 shares; 2025Q3: 518,053 shares; 2025Q4: 511,830 shares; 2026Q1: 703,835 shares; 2026Q2: 734,379 shares 734,379 $24.9M 0.33% +30,544 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,930 shares; 2024Q4: 65,529 shares; 2025Q1: 53,789 shares; 2025Q2: 50,468 shares; 2025Q3: 58,360 shares; 2025Q4: 55,794 shares; 2026Q1: 68,126 shares; 2026Q2: 65,943 shares 65,943 $23.6M 0.32% -2,183 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 160,252 shares; 2024Q4: 158,740 shares; 2025Q1: 144,511 shares; 2025Q2: 145,427 shares; 2025Q3: 146,187 shares; 2025Q4: 138,288 shares; 2026Q1: 142,839 shares; 2026Q2: 143,280 shares 143,280 $23.4M 0.32% +441 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 132,040 shares; 2024Q4: 117,138 shares; 2025Q1: 132,266 shares; 2025Q2: 157,991 shares; 2025Q3: 147,568 shares; 2025Q4: 72,137 shares; 2026Q1: 234,392 shares; 2026Q2: 231,503 shares 231,503 $22.9M 0.31% -2,889 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 399,618 shares; 2024Q4: 379,117 shares; 2025Q1: 436,496 shares; 2025Q2: 473,102 shares; 2025Q3: 384,931 shares; 2025Q4: 393,308 shares; 2026Q1: 438,563 shares; 2026Q2: 447,169 shares 447,169 $22.6M 0.3% +8,606 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,145 shares; 2024Q4: 72,146 shares; 2025Q1: 106,575 shares; 2025Q2: 141,590 shares; 2025Q3: 191,015 shares; 2025Q4: 217,442 shares; 2026Q1: 217,399 shares; 2026Q2: 223,597 shares 223,597 $22.5M 0.3% +6,198 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 264,833 shares; 2024Q4: 327,921 shares; 2025Q1: 350,861 shares; 2025Q2: 374,677 shares; 2025Q3: 356,897 shares; 2025Q4: 344,051 shares; 2026Q1: 445,083 shares; 2026Q2: 456,188 shares 456,188 $22.2M 0.3% +11,105 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 764,215 shares; 2024Q4: 755,369 shares; 2025Q1: 679,536 shares; 2025Q2: 655,488 shares; 2025Q3: 652,783 shares; 2025Q4: 443,858 shares; 2026Q1: 495,155 shares; 2026Q2: 460,586 shares 460,586 $22.2M 0.3% -34,569 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 97 shares; 2024Q4: 219 shares; 2025Q1: 219 shares; 2025Q2: 219 shares; 2025Q3: 219 shares; 2025Q4: 278,302 shares; 2026Q1: 486,481 shares; 2026Q2: 516,715 shares 516,715 $21.8M 0.29% +30,234 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,084 shares; 2024Q4: 45,267 shares; 2025Q1: 45,256 shares; 2025Q2: 44,350 shares; 2025Q3: 44,123 shares; 2025Q4: 49,809 shares; 2026Q1: 72,008 shares; 2026Q2: 71,110 shares 71,110 $21.6M 0.29% -898 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 184,504 shares; 2024Q4: 193,017 shares; 2025Q1: 200,854 shares; 2025Q2: 207,057 shares; 2025Q3: 282,391 shares; 2025Q4: 303,978 shares; 2026Q1: 342,692 shares; 2026Q2: 359,880 shares 359,880 $21.5M 0.29% +17,188 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 387,704 shares; 2024Q4: 434,708 shares; 2025Q1: 410,242 shares; 2025Q2: 412,211 shares; 2025Q3: 458,327 shares; 2025Q4: 505,239 shares; 2026Q1: 458,910 shares; 2026Q2: 480,619 shares 480,619 $21.4M 0.29% +21,709 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,165 shares; 2024Q4: 96,290 shares; 2025Q1: 107,126 shares; 2025Q2: 54,281 shares; 2025Q3: 58,604 shares; 2025Q4: 68,014 shares; 2026Q1: 471,580 shares; 2026Q2: 491,712 shares 491,712 $21M 0.28% +20,132 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,907 shares; 2024Q4: 36,095 shares; 2025Q1: 36,445 shares; 2025Q2: 37,909 shares; 2025Q3: 38,527 shares; 2025Q4: 43,374 shares; 2026Q1: 64,417 shares; 2026Q2: 63,069 shares 63,069 $20.6M 0.28% -1,348 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,496 shares; 2024Q4: 58,381 shares; 2025Q1: 53,804 shares; 2025Q2: 60,157 shares; 2025Q3: 65,480 shares; 2025Q4: 66,592 shares; 2026Q1: 31,547 shares; 2026Q2: 31,414 shares 31,414 $20.6M 0.28% -133 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 148,747 shares; 2024Q4: 199,456 shares; 2025Q1: 220,327 shares; 2025Q2: 191,051 shares; 2025Q3: 221,174 shares; 2025Q4: 265,540 shares; 2026Q1: 437,848 shares; 2026Q2: 485,120 shares 485,120 $20.5M 0.28% +47,272 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94,545 shares; 2024Q4: 99,679 shares; 2025Q1: 106,638 shares; 2025Q2: 110,982 shares; 2025Q3: 117,634 shares; 2025Q4: 112,081 shares; 2026Q1: 152,833 shares; 2026Q2: 159,636 shares 159,636 $20.4M 0.27% +6,803 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,584 shares; 2024Q4: 32,741 shares; 2025Q1: 25,162 shares; 2025Q2: 21,140 shares; 2025Q3: 23,267 shares; 2025Q4: 28,210 shares; 2026Q1: 37,739 shares; 2026Q2: 34,812 shares 34,812 $20.2M 0.27% -2,927 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; 2024Q3: 91,699 shares; 2024Q4: 104,498 shares; 2025Q1: 109,666 shares; 2025Q2: 109,242 shares; 2025Q3: 114,741 shares; 2025Q4: 154,557 shares; 2026Q1: 208,309 shares; 2026Q2: 220,483 shares 220,483 $19.9M 0.27% +12,174 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,313 shares; 2024Q4: 21,054 shares; 2025Q1: 21,388 shares; 2025Q2: 21,277 shares; 2025Q3: 21,702 shares; 2025Q4: 162,106 shares; 2026Q1: 224,688 shares; 2026Q2: 239,327 shares 239,327 $19.7M 0.27% +14,639 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,069 shares; 2024Q4: 23,118 shares; 2025Q1: 24,672 shares; 2025Q2: 27,086 shares; 2025Q3: 40,341 shares; 2025Q4: 39,782 shares; 2026Q1: 59,963 shares; 2026Q2: 230,052 shares 230,052 $18.5M 0.25% +170,089 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 185,790 shares; 2024Q4: 190,862 shares; 2025Q1: 204,250 shares; 2025Q2: 214,051 shares; 2025Q3: 231,263 shares; 2025Q4: 250,193 shares; 2026Q1: 304,191 shares; 2026Q2: 315,750 shares 315,750 $18.4M 0.25% +11,559 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 157,456 shares; 2024Q4: 174,646 shares; 2025Q1: 187,499 shares; 2025Q2: 192,783 shares; 2025Q3: 235,745 shares; 2025Q4: 240,550 shares; 2026Q1: 319,062 shares; 2026Q2: 324,851 shares 324,851 $18.3M 0.25% +5,789 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,976 shares; 2024Q4: 58,809 shares; 2025Q1: 62,935 shares; 2025Q2: 63,367 shares; 2025Q3: 68,131 shares; 2025Q4: 69,905 shares; 2026Q1: 182,407 shares; 2026Q2: 231,725 shares 231,725 $18.3M 0.25% +49,318 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 137,238 shares; 2024Q4: 132,382 shares; 2025Q1: 88,703 shares; 2025Q2: 80,477 shares; 2025Q3: 73,084 shares; 2025Q4: 75,448 shares; 2026Q1: 357,978 shares; 2026Q2: 396,222 shares 396,222 $18.3M 0.25% +38,244 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,150 shares; 2024Q4: 35,823 shares; 2025Q1: 38,050 shares; 2025Q2: 37,550 shares; 2025Q3: 29,012 shares; 2025Q4: 56,228 shares; 2026Q1: 79,700 shares; 2026Q2: 69,981 shares 69,981 $17.8M 0.24% -9,719 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,752 shares; 2024Q4: 27,244 shares; 2025Q1: 27,057 shares; 2025Q2: 28,337 shares; 2025Q3: 28,376 shares; 2025Q4: 34,392 shares; 2026Q1: 49,370 shares; 2026Q2: 45,659 shares 45,659 $17.2M 0.23% -3,711 Timeline ESN NORTHERN LTS FD TR II More: the full row for NORTHERN LTS FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 43,074 shares; 2025Q3: 329,680 shares; 2025Q4: 620,151 shares; 2026Q1: 727,093 shares; 2026Q2: 859,522 shares 859,522 $17.1M 0.23% +132,429 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,194 shares; 2024Q4: 23,396 shares; 2025Q1: 27,063 shares; 2025Q2: 24,288 shares; 2025Q3: 25,811 shares; 2025Q4: 140,487 shares; 2026Q1: 192,601 shares; 2026Q2: 186,374 shares 186,374 $16.9M 0.23% -6,227 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 302,885 shares; 2024Q4: 275,126 shares; 2025Q1: 256,721 shares; 2025Q2: 312,935 shares; 2025Q3: 288,245 shares; 2025Q4: 227,417 shares; 2026Q1: 282,849 shares; 2026Q2: 281,951 shares 281,951 $16.8M 0.23% -898 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,601 shares; 2024Q4: 25,229 shares; 2025Q1: 25,353 shares; 2025Q2: 19,872 shares; 2025Q3: 20,692 shares; 2025Q4: 20,309 shares; 2026Q1: 33,547 shares; 2026Q2: 33,624 shares 33,624 $16.8M 0.23% +77 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 96,876 shares; 2024Q4: 92,324 shares; 2025Q1: 95,360 shares; 2025Q2: 92,559 shares; 2025Q3: 95,220 shares; 2025Q4: 96,625 shares; 2026Q1: 120,804 shares; 2026Q2: 113,426 shares 113,426 $16.8M 0.23% -7,378 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90,121 shares; 2024Q4: 90,910 shares; 2025Q1: 86,895 shares; 2025Q2: 87,900 shares; 2025Q3: 88,734 shares; 2025Q4: 94,101 shares; 2026Q1: 96,995 shares; 2026Q2: 102,610 shares 102,610 $16.8M 0.23% +5,615 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,915 shares; 2024Q4: 55,008 shares; 2025Q1: 60,303 shares; 2025Q2: 60,572 shares; 2025Q3: 62,848 shares; 2025Q4: 65,203 shares; 2026Q1: 100,459 shares; 2026Q2: 101,759 shares 101,759 $16.1M 0.22% +1,300 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,855 shares; 2024Q4: 25,982 shares; 2025Q1: 26,515 shares; 2025Q2: 23,346 shares; 2025Q3: 24,598 shares; 2025Q4: 25,381 shares; 2026Q1: 38,210 shares; 2026Q2: 38,181 shares 38,181 $16.1M 0.22% -29 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,557 shares; 2024Q4: 5,622 shares; 2025Q1: 6,018 shares; 2025Q2: 6,484 shares; 2025Q3: 6,595 shares; 2025Q4: 8,657 shares; 2026Q1: 25,191 shares; 2026Q2: 24,725 shares 24,725 $15.7M 0.21% -466 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 114,436 shares 114,436 $15.6M 0.21% new Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,617 shares; 2024Q4: 10,137 shares; 2025Q1: 10,491 shares; 2025Q2: 10,381 shares; 2025Q3: 10,457 shares; 2025Q4: 12,379 shares; 2026Q1: 16,708 shares; 2026Q2: 16,571 shares 16,571 $15.5M 0.21% -137 Timeline QTAC ULTIMUS MANAGERS TR More: the full row for ULTIMUS MANAGERS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 385 shares; 2026Q1: 742,220 shares; 2026Q2: 600,798 shares 600,798 $15.3M 0.21% -141,422 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,723 shares; 2024Q4: 27,966 shares; 2025Q1: 21,670 shares; 2025Q2: 26,613 shares; 2025Q3: 26,415 shares; 2025Q4: 51,471 shares; 2026Q1: 75,046 shares; 2026Q2: 80,050 shares 80,050 $15.3M 0.21% +5,004 Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 368,148 shares; 2024Q4: 378,200 shares; 2025Q1: 358,612 shares; 2025Q2: 371,830 shares; 2025Q3: 377,589 shares; 2025Q4: 381,239 shares; 2026Q1: 377,718 shares; 2026Q2: 386,233 shares 386,233 $15.2M 0.2% +8,515 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,128 shares; 2024Q4: 20,330 shares; 2025Q1: 86,998 shares; 2025Q2: 112,714 shares; 2025Q3: 117,913 shares; 2025Q4: 107,998 shares; 2026Q1: 89,114 shares; 2026Q2: 93,707 shares 93,707 $15.1M 0.2% +4,593 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 133,448 shares; 2024Q4: 166,060 shares; 2025Q1: 454,517 shares; 2025Q2: 491,944 shares; 2025Q3: 514,280 shares; 2025Q4: 462,354 shares; 2026Q1: 430,317 shares; 2026Q2: 423,609 shares 423,609 $14.5M 0.2% -6,708 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 727,565 shares; 2024Q4: 760,347 shares; 2025Q1: 432,077 shares; 2025Q2: 437,003 shares; 2025Q3: 474,439 shares; 2025Q4: 530,483 shares; 2026Q1: 191,494 shares; 2026Q2: 193,753 shares 193,753 $14.2M 0.19% +2,259 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,709 shares; 2024Q4: 55,827 shares; 2025Q1: 59,744 shares; 2025Q2: 60,152 shares; 2025Q3: 59,603 shares; 2025Q4: 73,511 shares; 2026Q1: 125,907 shares; 2026Q2: 125,477 shares 125,477 $14.2M 0.19% -430 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,788 shares; 2024Q4: 9,605 shares; 2025Q1: 10,658 shares; 2025Q2: 9,738 shares; 2025Q3: 18,335 shares; 2025Q4: 18,590 shares; 2026Q1: 57,450 shares; 2026Q2: 57,968 shares 57,968 $14.1M 0.19% +518 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 222,933 shares; 2024Q4: 211,961 shares; 2025Q1: 289,071 shares; 2025Q2: 194,361 shares; 2025Q3: 226,902 shares; 2025Q4: 260,986 shares; 2026Q1: 309,665 shares; 2026Q2: 277,138 shares 277,138 $14M 0.19% -32,527 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,884 shares; 2024Q4: 57,376 shares; 2025Q1: 77,587 shares; 2025Q2: 107,854 shares; 2025Q3: 130,064 shares; 2025Q4: 172,070 shares; 2026Q1: 241,417 shares; 2026Q2: 271,371 shares 271,371 $13.8M 0.19% +29,954 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 556 shares; 2025Q4: 329,792 shares; 2026Q1: 434,842 shares; 2026Q2: 470,460 shares 470,460 $13.6M 0.18% +35,618 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,381 shares; 2024Q4: 26,067 shares; 2025Q1: 25,897 shares; 2025Q2: 29,545 shares; 2025Q3: 37,469 shares; 2025Q4: 38,665 shares; 2026Q1: 39,612 shares; 2026Q2: 40,642 shares 40,642 $13.6M 0.18% +1,030 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,137 shares; 2024Q4: 79,380 shares; 2025Q1: 100,956 shares; 2025Q2: 170,062 shares; 2025Q3: 231,636 shares; 2025Q4: 264,744 shares; 2026Q1: 364,196 shares; 2026Q2: 357,254 shares 357,254 $13.4M 0.18% -6,942 Timeline XLSR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 166,516 shares; 2024Q4: 167,704 shares; 2025Q1: 172,661 shares; 2025Q2: 172,402 shares; 2025Q3: 184,030 shares; 2025Q4: 159,209 shares; 2026Q1: 180,197 shares; 2026Q2: 205,136 shares 205,136 $13.3M 0.18% +24,939 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,035 shares; 2024Q4: 87,770 shares; 2025Q1: 86,982 shares; 2025Q2: 115,737 shares; 2025Q3: 102,157 shares; 2025Q4: 104,937 shares; 2026Q1: 107,572 shares; 2026Q2: 111,331 shares 111,331 $13.2M 0.18% +3,759 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 202,950 shares; 2024Q4: 209,166 shares; 2025Q1: 204,646 shares; 2025Q2: 177,710 shares; 2025Q3: 187,912 shares; 2025Q4: 197,863 shares; 2026Q1: 220,942 shares; 2026Q2: 254,548 shares 254,548 $13.2M 0.18% +33,606 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,951 shares; 2024Q4: 16,528 shares; 2025Q1: 17,276 shares; 2025Q2: 19,364 shares; 2025Q3: 19,258 shares; 2025Q4: 35,510 shares; 2026Q1: 49,967 shares; 2026Q2: 48,295 shares 48,295 $13.1M 0.18% -1,672 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 361,160 shares; 2024Q4: 374,674 shares; 2025Q1: 399,167 shares; 2025Q2: 466,659 shares; 2025Q3: 504,505 shares; 2025Q4: 547,357 shares; 2026Q1: 641,434 shares; 2026Q2: 701,648 shares 701,648 $12.9M 0.17% +60,214 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,076 shares; 2024Q4: 18,604 shares; 2025Q1: 18,577 shares; 2025Q2: 19,200 shares; 2025Q3: 23,365 shares; 2025Q4: 24,055 shares; 2026Q1: 41,138 shares; 2026Q2: 42,273 shares 42,273 $12.8M 0.17% +1,135 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,587 shares; 2024Q4: 18,687 shares; 2025Q1: 19,257 shares; 2025Q2: 19,090 shares; 2025Q3: 19,155 shares; 2025Q4: 22,751 shares; 2026Q1: 36,169 shares; 2026Q2: 36,132 shares 36,132 $12.7M 0.17% -37 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,061 shares; 2024Q4: 77,838 shares; 2025Q1: 98,032 shares; 2025Q2: 104,266 shares; 2025Q3: 149,454 shares; 2025Q4: 165,354 shares; 2026Q1: 176,758 shares; 2026Q2: 185,391 shares 185,391 $12.6M 0.17% +8,633 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,786 shares; 2024Q4: 72,601 shares; 2025Q1: 79,286 shares; 2025Q2: 81,179 shares; 2025Q3: 81,916 shares; 2025Q4: 154,850 shares; 2026Q1: 169,006 shares; 2026Q2: 164,993 shares 164,993 $12.6M 0.17% -4,013 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,173 shares; 2024Q4: 34,171 shares; 2025Q1: 40,180 shares; 2025Q2: 44,437 shares; 2025Q3: 43,957 shares; 2025Q4: 40,086 shares; 2026Q1: 102,030 shares; 2026Q2: 107,473 shares 107,473 $12.5M 0.17% +5,443 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,903 shares; 2024Q4: 10,565 shares; 2025Q1: 12,598 shares; 2025Q2: 13,476 shares; 2025Q3: 15,965 shares; 2025Q4: 28,667 shares; 2026Q1: 38,655 shares; 2026Q2: 41,397 shares 41,397 $12.5M 0.17% +2,742 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 350 shares; 2024Q4: 919 shares; 2025Q1: 919 shares; 2025Q2: 833 shares; 2025Q3: 2,532 shares; 2025Q4: 3,243 shares; 2026Q1: 236,879 shares; 2026Q2: 245,116 shares 245,116 $12.4M 0.17% +8,237 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 122,638 shares; 2024Q4: 125,495 shares; 2025Q1: 129,697 shares; 2025Q2: 136,233 shares; 2025Q3: 130,964 shares; 2025Q4: 130,796 shares; 2026Q1: 135,768 shares; 2026Q2: 136,282 shares 136,282 $12.1M 0.16% +514 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 205,941 shares; 2024Q4: 208,844 shares; 2025Q1: 223,776 shares; 2025Q2: 214,653 shares; 2025Q3: 212,887 shares; 2025Q4: 173,875 shares; 2026Q1: 160,407 shares; 2026Q2: 156,309 shares 156,309 $11.8M 0.16% -4,098 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,654 shares; 2024Q4: 1,668 shares; 2025Q1: 1,455 shares; 2025Q2: 1,448 shares; 2025Q3: 1,975 shares; 2025Q4: 2,642 shares; 2026Q1: 18,162 shares; 2026Q2: 16,286 shares 16,286 $11.8M 0.16% -1,876 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,823 shares; 2024Q4: 18,616 shares; 2025Q1: 14,018 shares; 2025Q2: 15,059 shares; 2025Q3: 16,051 shares; 2025Q4: 16,288 shares; 2026Q1: 26,808 shares; 2026Q2: 132,912 shares 132,912 $11.7M 0.16% +106,104 Timeline INCM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,121 shares; 2024Q4: 10,222 shares; 2025Q1: 10,791 shares; 2025Q2: 11,929 shares; 2025Q3: 15,287 shares; 2025Q4: 19,628 shares; 2026Q1: 120,381 shares; 2026Q2: 392,293 shares 392,293 $11.3M 0.15% +271,912 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,940 shares; 2024Q4: 26,844 shares; 2025Q1: 26,745 shares; 2025Q2: 27,901 shares; 2025Q3: 27,845 shares; 2025Q4: 27,894 shares; 2026Q1: 134,215 shares; 2026Q2: 136,546 shares 136,546 $11.2M 0.15% +2,331 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,427 shares; 2024Q4: 32,102 shares; 2025Q1: 70,086 shares; 2025Q2: 75,910 shares; 2025Q3: 93,848 shares; 2025Q4: 219,502 shares; 2026Q1: 353,801 shares; 2026Q2: 427,246 shares 427,246 $11.2M 0.15% +73,445 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,659 shares; 2024Q4: 34,557 shares; 2025Q1: 34,173 shares; 2025Q2: 38,889 shares; 2025Q3: 44,225 shares; 2025Q4: 34,785 shares; 2026Q1: 29,158 shares; 2026Q2: 32,228 shares 32,228 $11M 0.15% +3,070 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,231 shares; 2024Q4: 69,481 shares; 2025Q1: 63,298 shares; 2025Q2: 54,249 shares; 2025Q3: 54,228 shares; 2025Q4: 51,213 shares; 2026Q1: 71,644 shares; 2026Q2: 95,945 shares 95,945 $11M 0.15% +24,301 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,419 shares; 2024Q4: 43,807 shares; 2025Q1: 45,168 shares; 2025Q2: 42,633 shares; 2025Q3: 44,113 shares; 2025Q4: 107,802 shares; 2026Q1: 137,136 shares; 2026Q2: 135,528 shares 135,528 $11M 0.15% -1,608 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 89,464 shares; 2024Q4: 88,575 shares; 2025Q1: 99,134 shares; 2025Q2: 101,210 shares; 2025Q3: 102,149 shares; 2025Q4: 103,252 shares; 2026Q1: 116,320 shares; 2026Q2: 119,350 shares 119,350 $11M 0.15% +3,030 Timeline JSI JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 275 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 212,306 shares; 2025Q4: 209,218 shares; 2026Q1: 210,763 shares; 2026Q2: 208,735 shares 208,735 $10.7M 0.14% -2,028 Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,955 shares; 2024Q4: 11,104 shares; 2025Q1: 18,884 shares; 2025Q2: 10,782 shares; 2025Q3: 36,333 shares; 2025Q4: 50,153 shares; 2026Q1: 302,786 shares; 2026Q2: 323,624 shares 323,624 $10.6M 0.14% +20,838 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,692 shares; 2024Q4: 61,971 shares; 2025Q1: 77,883 shares; 2025Q2: 83,270 shares; 2025Q3: 88,198 shares; 2025Q4: 81,123 shares; 2026Q1: 130,943 shares; 2026Q2: 136,653 shares 136,653 $10.4M 0.14% +5,710 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,948 shares; 2024Q4: 48,615 shares; 2025Q1: 52,785 shares; 2025Q2: 61,949 shares; 2025Q3: 66,384 shares; 2025Q4: 74,606 shares; 2026Q1: 89,482 shares; 2026Q2: 91,194 shares 91,194 $10.3M 0.14% +1,712 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,585 shares; 2024Q4: 3,785 shares; 2025Q1: 5,629 shares; 2025Q2: 9,849 shares; 2025Q3: 161,337 shares; 2025Q4: 197,465 shares; 2026Q1: 196,092 shares; 2026Q2: 207,038 shares 207,038 $10.3M 0.14% +10,946 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,222 shares; 2024Q4: 25,556 shares; 2025Q1: 26,447 shares; 2025Q2: 27,250 shares; 2025Q3: 27,507 shares; 2025Q4: 40,626 shares; 2026Q1: 63,057 shares; 2026Q2: 61,570 shares 61,570 $10.2M 0.14% -1,487 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,527 shares; 2024Q4: 11,050 shares; 2025Q1: 11,400 shares; 2025Q2: 13,283 shares; 2025Q3: 14,621 shares; 2025Q4: 14,023 shares; 2026Q1: 18,259 shares; 2026Q2: 18,059 shares 18,059 $10.2M 0.14% -200 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,394 shares; 2024Q4: 10,287 shares; 2025Q1: 11,274 shares; 2025Q2: 11,340 shares; 2025Q3: 12,100 shares; 2025Q4: 13,128 shares; 2026Q1: 20,217 shares; 2026Q2: 21,139 shares 21,139 $10.1M 0.14% +922 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,240 shares; 2024Q4: 21,448 shares; 2025Q1: 22,192 shares; 2025Q2: 33,774 shares; 2025Q3: 33,465 shares; 2025Q4: 32,751 shares; 2026Q1: 120,852 shares; 2026Q2: 121,204 shares 121,204 $10M 0.14% +352 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,264 shares; 2024Q4: 21,142 shares; 2025Q1: 21,701 shares; 2025Q2: 21,371 shares; 2025Q3: 20,715 shares; 2025Q4: 59,067 shares; 2026Q1: 82,049 shares; 2026Q2: 78,752 shares 78,752 $9.97M 0.13% -3,297 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,760 shares; 2024Q4: 19,221 shares; 2025Q1: 20,419 shares; 2025Q2: 19,940 shares; 2025Q3: 21,578 shares; 2025Q4: 22,083 shares; 2026Q1: 26,454 shares; 2026Q2: 27,200 shares 27,200 $9.95M 0.13% +746 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,782 shares; 2024Q4: 11,643 shares; 2025Q1: 12,398 shares; 2025Q2: 15,243 shares; 2025Q3: 23,497 shares; 2025Q4: 27,537 shares; 2026Q1: 48,865 shares; 2026Q2: 50,755 shares 50,755 $9.93M 0.13% +1,890 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,599 shares; 2024Q4: 6,802 shares; 2025Q1: 6,265 shares; 2025Q2: 15,703 shares; 2025Q3: 14,780 shares; 2025Q4: 22,212 shares; 2026Q1: 27,947 shares; 2026Q2: 23,835 shares 23,835 $9.91M 0.13% -4,112 Timeline ACYN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 736 shares; 2026Q2: 473,948 shares 473,948 $9.85M 0.13% +473,212 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 153,443 shares; 2024Q4: 154,652 shares; 2025Q1: 156,414 shares; 2025Q2: 154,828 shares; 2025Q3: 167,520 shares; 2025Q4: 215,247 shares; 2026Q1: 236,016 shares; 2026Q2: 229,611 shares 229,611 $9.72M 0.13% -6,405 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,022 shares; 2024Q4: 31,200 shares; 2025Q1: 33,077 shares; 2025Q2: 35,246 shares; 2025Q3: 30,371 shares; 2025Q4: 31,322 shares; 2026Q1: 50,825 shares; 2026Q2: 48,891 shares 48,891 $9.66M 0.13% -1,934 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,370 shares; 2024Q4: 7,352 shares; 2025Q1: 7,742 shares; 2025Q2: 8,685 shares; 2025Q3: 11,258 shares; 2025Q4: 11,270 shares; 2026Q1: 14,155 shares; 2026Q2: 15,049 shares 15,049 $9.64M 0.13% +894 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,985 shares; 2024Q4: 49,491 shares; 2025Q1: 48,416 shares; 2025Q2: 39,971 shares; 2025Q3: 40,394 shares; 2025Q4: 39,527 shares; 2026Q1: 76,377 shares; 2026Q2: 81,724 shares 81,724 $9.6M 0.13% +5,347 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 107,685 shares; 2024Q4: 126,417 shares; 2025Q1: 142,989 shares; 2025Q2: 156,428 shares; 2025Q3: 158,179 shares; 2025Q4: 165,274 shares; 2026Q1: 194,480 shares; 2026Q2: 189,571 shares 189,571 $9.57M 0.13% -4,909 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,046 shares; 2024Q4: 18,469 shares; 2025Q1: 19,829 shares; 2025Q2: 21,518 shares; 2025Q3: 23,156 shares; 2025Q4: 24,960 shares; 2026Q1: 34,626 shares; 2026Q2: 31,763 shares 31,763 $9.54M 0.13% -2,863 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,406 shares; 2024Q4: 68,393 shares; 2025Q1: 98,772 shares; 2025Q2: 147,603 shares; 2025Q3: 144,995 shares; 2025Q4: 148,733 shares; 2026Q1: 166,029 shares; 2026Q2: 177,724 shares 177,724 $9.53M 0.13% +11,695 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,692 shares; 2024Q4: 25,170 shares; 2025Q1: 27,613 shares; 2025Q2: 28,966 shares; 2025Q3: 31,723 shares; 2025Q4: 30,014 shares; 2026Q1: 34,629 shares; 2026Q2: 36,919 shares 36,919 $9.31M 0.13% +2,290 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,249 shares; 2024Q4: 32,452 shares; 2025Q1: 23,424 shares; 2025Q2: 25,524 shares; 2025Q3: 25,106 shares; 2025Q4: 81,549 shares; 2026Q1: 104,027 shares; 2026Q2: 96,869 shares 96,869 $9.27M 0.12% -7,158 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 195,416 shares; 2024Q4: 229,729 shares; 2025Q1: 260,296 shares; 2025Q2: 271,768 shares; 2025Q3: 247,518 shares; 2025Q4: 293,796 shares; 2026Q1: 344,287 shares; 2026Q2: 337,767 shares 337,767 $9.23M 0.12% -6,520 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,679 shares; 2024Q4: 9,449 shares; 2025Q1: 9,223 shares; 2025Q2: 9,467 shares; 2025Q3: 18,619 shares; 2025Q4: 30,641 shares; 2026Q1: 46,439 shares; 2026Q2: 47,918 shares 47,918 $9.19M 0.12% +1,479 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,785 shares; 2024Q4: 23,550 shares; 2025Q1: 21,140 shares; 2025Q2: 20,891 shares; 2025Q3: 24,371 shares; 2025Q4: 24,343 shares; 2026Q1: 36,680 shares; 2026Q2: 37,663 shares 37,663 $9.13M 0.12% +983 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,647 shares; 2024Q4: 24,229 shares; 2025Q1: 22,745 shares; 2025Q2: 29,260 shares; 2025Q3: 26,263 shares; 2025Q4: 23,461 shares; 2026Q1: 47,302 shares; 2026Q2: 46,986 shares 46,986 $9.1M 0.12% -316 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 21,400 shares; 2025Q1: 44,100 shares; 2025Q2: 76,208 shares; 2025Q3: 201,967 shares; 2025Q4: 229,337 shares; 2026Q1: 438,565 shares; 2026Q2: 325,171 shares 325,171 $8.99M 0.12% -113,394 Timeline MDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 289,931 shares; 2024Q4: 306,503 shares; 2025Q1: 318,997 shares; 2025Q2: 360,401 shares; 2025Q3: 387,363 shares; 2025Q4: 418,547 shares; 2026Q1: 486,663 shares; 2026Q2: 543,420 shares 543,420 $8.98M 0.12% +56,757 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,270 shares; 2024Q4: 21,516 shares; 2025Q1: 19,136 shares; 2025Q2: 19,079 shares; 2025Q3: 19,171 shares; 2025Q4: 19,200 shares; 2026Q1: 25,980 shares; 2026Q2: 26,037 shares 26,037 $8.93M 0.12% +57 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,546 shares; 2024Q4: 15,833 shares; 2025Q1: 11,746 shares; 2025Q2: 10,319 shares; 2025Q3: 10,644 shares; 2025Q4: 12,635 shares; 2026Q1: 16,880 shares; 2026Q2: 16,949 shares 16,949 $8.85M 0.12% +69 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 118 shares; 2024Q4: 100 shares; 2025Q1: 23,303 shares; 2025Q2: 23,724 shares; 2025Q3: 24,825 shares; 2025Q4: 29,113 shares; 2026Q1: 33,935 shares; 2026Q2: 32,054 shares 32,054 $8.85M 0.12% -1,881 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,341 shares; 2024Q4: 37,874 shares; 2025Q1: 36,091 shares; 2025Q2: 32,953 shares; 2025Q3: 31,440 shares; 2025Q4: 35,286 shares; 2026Q1: 68,872 shares; 2026Q2: 63,028 shares 63,028 $8.8M 0.12% -5,844 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,077 shares; 2024Q4: 52,140 shares; 2025Q1: 53,331 shares; 2025Q2: 60,977 shares; 2025Q3: 65,504 shares; 2025Q4: 56,977 shares; 2026Q1: 74,916 shares; 2026Q2: 75,377 shares 75,377 $8.79M 0.12% +461 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 216 shares; 2024Q4: 383 shares; 2025Q1: 383 shares; 2025Q2: 383 shares; 2025Q3: 703 shares; 2025Q4: 124,057 shares; 2026Q1: 169,474 shares; 2026Q2: 182,259 shares 182,259 $8.7M 0.12% +12,785 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 99,650 shares; 2024Q4: 119,726 shares; 2025Q1: 130,821 shares; 2025Q2: 126,858 shares; 2025Q3: 136,001 shares; 2025Q4: 147,810 shares; 2026Q1: 306,171 shares; 2026Q2: 327,937 shares 327,937 $8.7M 0.12% +21,766 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,417 shares; 2024Q4: 85,628 shares; 2025Q1: 89,617 shares; 2025Q2: 91,135 shares; 2025Q3: 81,858 shares; 2025Q4: 80,924 shares; 2026Q1: 88,518 shares; 2026Q2: 91,708 shares 91,708 $8.67M 0.12% +3,190 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 125,605 shares; 2024Q4: 238,432 shares; 2025Q1: 247,080 shares; 2025Q2: 251,326 shares; 2025Q3: 275,978 shares; 2025Q4: 294,184 shares; 2026Q1: 315,562 shares; 2026Q2: 323,361 shares 323,361 $8.57M 0.12% +7,799 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,793 shares; 2024Q4: 6,954 shares; 2025Q1: 6,755 shares; 2025Q2: 8,707 shares; 2025Q3: 11,476 shares; 2025Q4: 8,253 shares; 2026Q1: 11,335 shares; 2026Q2: 11,103 shares 11,103 $8.47M 0.11% -232 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,829 shares; 2024Q4: 28,650 shares; 2025Q1: 28,749 shares; 2025Q2: 30,171 shares; 2025Q3: 30,179 shares; 2025Q4: 31,821 shares; 2026Q1: 106,016 shares; 2026Q2: 102,000 shares 102,000 $8.43M 0.11% -4,016 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,306 shares; 2024Q4: 2,508 shares; 2025Q1: 3,100 shares; 2025Q2: 5,427 shares; 2025Q3: 7,533 shares; 2025Q4: 5,240 shares; 2026Q1: 6,450 shares; 2026Q2: 7,141 shares 7,141 $8.39M 0.11% +691 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,337 shares; 2024Q4: 73,229 shares; 2025Q1: 55,075 shares; 2025Q2: 67,830 shares; 2025Q3: 104,392 shares; 2025Q4: 97,778 shares; 2026Q1: 143,890 shares; 2026Q2: 145,082 shares 145,082 $8.37M 0.11% +1,192 Timeline SECT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,855 shares; 2024Q4: 4,855 shares; 2025Q1: 4,855 shares; 2025Q2: 4,855 shares; 2025Q3: 4,855 shares; 2025Q4: 4,855 shares; 2026Q1: 133,103 shares; 2026Q2: 116,026 shares 116,026 $8.36M 0.11% -17,077 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,049 shares; 2024Q4: 47,020 shares; 2025Q1: 49,681 shares; 2025Q2: 50,266 shares; 2025Q3: 50,846 shares; 2025Q4: 52,484 shares; 2026Q1: 80,539 shares; 2026Q2: 85,959 shares 85,959 $8.3M 0.11% +5,420 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,669 shares; 2024Q4: 7,731 shares; 2025Q1: 8,699 shares; 2025Q2: 9,303 shares; 2025Q3: 9,495 shares; 2025Q4: 9,709 shares; 2026Q1: 11,732 shares; 2026Q2: 11,785 shares 11,785 $8.29M 0.11% +53 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,411 shares; 2024Q4: 63,644 shares; 2025Q1: 65,472 shares; 2025Q2: 67,861 shares; 2025Q3: 71,263 shares; 2025Q4: 71,135 shares; 2026Q1: 71,621 shares; 2026Q2: 71,545 shares 71,545 $8.28M 0.11% -76 Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 116,542 shares; 2024Q4: 144,039 shares; 2025Q1: 162,476 shares; 2025Q2: 164,210 shares; 2025Q3: 142,178 shares; 2025Q4: 126,207 shares; 2026Q1: 164,116 shares; 2026Q2: 155,941 shares 155,941 $8.21M 0.11% -8,175 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,428 shares; 2024Q4: 50,540 shares; 2025Q1: 56,734 shares; 2025Q2: 56,284 shares; 2025Q3: 57,116 shares; 2025Q4: 53,184 shares; 2026Q1: 109,939 shares; 2026Q2: 114,028 shares 114,028 $8.2M 0.11% +4,089 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,229 shares; 2024Q4: 3,236 shares; 2025Q1: 11,940 shares; 2025Q2: 44,701 shares; 2025Q3: 74,681 shares; 2025Q4: 109,800 shares; 2026Q1: 208,665 shares; 2026Q2: 232,702 shares 232,702 $8.2M 0.11% +24,037 Timeline RWJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 96,901 shares; 2024Q4: 107,185 shares; 2025Q1: 138,742 shares; 2025Q2: 106,522 shares; 2025Q3: 111,582 shares; 2025Q4: 123,305 shares; 2026Q1: 138,545 shares; 2026Q2: 136,371 shares 136,371 $8.11M 0.11% -2,174 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,058 shares; 2024Q4: 39,055 shares; 2025Q1: 171,676 shares; 2025Q2: 183,007 shares; 2025Q3: 199,227 shares; 2025Q4: 163,125 shares; 2026Q1: 153,979 shares; 2026Q2: 160,219 shares 160,219 $8.09M 0.11% +6,240 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,807 shares; 2024Q4: 7,386 shares; 2025Q1: 8,069 shares; 2025Q2: 9,777 shares; 2025Q3: 14,476 shares; 2025Q4: 9,897 shares; 2026Q1: 9,710 shares; 2026Q2: 9,619 shares 9,619 $8.07M 0.11% -91 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,736 shares; 2024Q4: 8,570 shares; 2025Q1: 9,270 shares; 2025Q2: 13,480 shares; 2025Q3: 13,803 shares; 2025Q4: 13,193 shares; 2026Q1: 18,387 shares; 2026Q2: 18,554 shares 18,554 $7.91M 0.11% +167 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,286 shares; 2024Q4: 5,214 shares; 2025Q1: 4,506 shares; 2025Q2: 4,536 shares; 2025Q3: 4,669 shares; 2025Q4: 9,042 shares; 2026Q1: 7,928 shares; 2026Q2: 7,807 shares 7,807 $7.9M 0.11% -121 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,491 shares; 2024Q4: 10,187 shares; 2025Q1: 10,831 shares; 2025Q2: 11,020 shares; 2025Q3: 11,477 shares; 2025Q4: 30,139 shares; 2026Q1: 36,514 shares; 2026Q2: 35,408 shares 35,408 $7.89M 0.11% -1,106 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 365,991 shares; 2024Q4: 356,722 shares; 2025Q1: 375,089 shares; 2025Q2: 393,356 shares; 2025Q3: 405,284 shares; 2025Q4: 419,727 shares; 2026Q1: 428,583 shares; 2026Q2: 440,514 shares 440,514 $7.88M 0.11% +11,931 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,267 shares; 2024Q4: 5,155 shares; 2025Q1: 6,313 shares; 2025Q2: 11,118 shares; 2025Q3: 16,644 shares; 2025Q4: 18,856 shares; 2026Q1: 22,555 shares; 2026Q2: 22,821 shares 22,821 $7.85M 0.11% +266 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,330 shares; 2024Q4: 7,431 shares; 2025Q1: 6,473 shares; 2025Q2: 6,539 shares; 2025Q3: 6,507 shares; 2025Q4: 7,079 shares; 2026Q1: 24,611 shares; 2026Q2: 24,647 shares 24,647 $7.76M 0.1% +36 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,177 shares; 2024Q4: 36,457 shares; 2025Q1: 37,465 shares; 2025Q2: 39,709 shares; 2025Q3: 91,939 shares; 2025Q4: 100,604 shares; 2026Q1: 76,014 shares; 2026Q2: 80,159 shares 80,159 $7.76M 0.1% +4,145 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 142,186 shares; 2024Q4: 144,254 shares; 2025Q1: 141,472 shares; 2025Q2: 142,521 shares; 2025Q3: 146,179 shares; 2025Q4: 311,203 shares; 2026Q1: 385,249 shares; 2026Q2: 373,935 shares 373,935 $7.74M 0.1% -11,314 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,243 shares; 2024Q4: 9,265 shares; 2025Q1: 9,489 shares; 2025Q2: 8,640 shares; 2025Q3: 13,936 shares; 2025Q4: 10,697 shares; 2026Q1: 14,362 shares; 2026Q2: 30,268 shares 30,268 $7.73M 0.1% +15,906 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,278 shares; 2024Q4: 25,734 shares; 2025Q1: 29,009 shares; 2025Q2: 29,241 shares; 2025Q3: 31,216 shares; 2025Q4: 32,539 shares; 2026Q1: 34,823 shares; 2026Q2: 34,815 shares 34,815 $7.7M 0.1% -8 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; 2024Q3: 1,144 shares; 2024Q4: 1,161 shares; 2025Q1: 1,254 shares; 2025Q2: 3,447 shares; 2025Q3: 1,313 shares; 2025Q4: 35,471 shares; 2026Q1: 35,001 shares; 2026Q2: 32,045 shares 32,045 $7.61M 0.1% -2,956 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,266 shares; 2024Q4: 40,164 shares; 2025Q1: 44,046 shares; 2025Q2: 38,779 shares; 2025Q3: 23,980 shares; 2025Q4: 28,435 shares; 2026Q1: 41,307 shares; 2026Q2: 47,406 shares 47,406 $7.52M 0.1% +6,099 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,240 shares; 2024Q4: 19,637 shares; 2025Q1: 19,766 shares; 2025Q2: 21,246 shares; 2025Q3: 36,329 shares; 2025Q4: 34,360 shares; 2026Q1: 39,661 shares; 2026Q2: 40,380 shares 40,380 $7.48M 0.1% +719 Timeline IVOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,913 shares; 2024Q4: 32,798 shares; 2025Q1: 36,041 shares; 2025Q2: 39,915 shares; 2025Q3: 43,474 shares; 2025Q4: 44,929 shares; 2026Q1: 47,755 shares; 2026Q2: 49,785 shares 49,785 $7.28M 0.1% +2,030 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; 2024Q3: 65,374 shares; 2024Q4: 44,403 shares; 2025Q1: 40,233 shares; 2025Q2: 45,537 shares; 2025Q3: 52,599 shares; 2025Q4: 49,527 shares; 2026Q1: 133,002 shares; 2026Q2: 143,614 shares 143,614 $7.26M 0.1% +10,612 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,089 shares; 2024Q4: 13,768 shares; 2025Q1: 15,588 shares; 2025Q2: 18,874 shares; 2025Q3: 17,382 shares; 2025Q4: 18,605 shares; 2026Q1: 45,992 shares; 2026Q2: 45,917 shares 45,917 $7.21M 0.1% -75 Timeline XJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,959 shares; 2024Q4: 15,457 shares; 2025Q1: 19,395 shares; 2025Q2: 26,886 shares; 2025Q3: 28,466 shares; 2025Q4: 112,507 shares; 2026Q1: 124,044 shares; 2026Q2: 136,740 shares 136,740 $7.13M 0.1% +12,696 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,071 shares; 2024Q4: 44,379 shares; 2025Q1: 44,146 shares; 2025Q2: 45,705 shares; 2025Q3: 49,157 shares; 2025Q4: 51,254 shares; 2026Q1: 100,752 shares; 2026Q2: 105,431 shares 105,431 $7.12M 0.1% +4,679 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,178 shares; 2024Q4: 8,439 shares; 2025Q1: 8,646 shares; 2025Q2: 8,292 shares; 2025Q3: 8,311 shares; 2025Q4: 8,599 shares; 2026Q1: 33,016 shares; 2026Q2: 31,818 shares 31,818 $7.02M 0.09% -1,198 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,803 shares; 2024Q4: 56,585 shares; 2025Q1: 52,296 shares; 2025Q2: 53,930 shares; 2025Q3: 58,090 shares; 2025Q4: 102,070 shares; 2026Q1: 165,206 shares; 2026Q2: 131,395 shares 131,395 $6.98M 0.09% -33,811 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,377 shares; 2024Q4: 61,410 shares; 2025Q1: 62,243 shares; 2025Q2: 65,509 shares; 2025Q3: 73,165 shares; 2025Q4: 77,457 shares; 2026Q1: 95,438 shares; 2026Q2: 89,192 shares 89,192 $6.95M 0.09% -6,246 Timeline GDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,943 shares; 2024Q4: 8,601 shares; 2025Q1: 151,653 shares; 2025Q2: 148,566 shares; 2025Q3: 144,963 shares; 2025Q4: 155,572 shares; 2026Q1: 178,842 shares; 2026Q2: 174,568 shares 174,568 $6.95M 0.09% -4,274 Timeline FTXL FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,997 shares; 2024Q4: 29,256 shares; 2025Q1: 30,865 shares; 2025Q2: 31,960 shares; 2025Q3: 31,358 shares; 2025Q4: 30,086 shares; 2026Q1: 24,440 shares; 2026Q2: 24,260 shares 24,260 $6.91M 0.09% -180 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,606 shares; 2024Q4: 24,986 shares; 2025Q1: 27,962 shares; 2025Q2: 25,864 shares; 2025Q3: 27,536 shares; 2025Q4: 116,042 shares; 2026Q1: 126,401 shares; 2026Q2: 139,299 shares 139,299 $6.9M 0.09% +12,898 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; 2024Q3: 20,535 shares; 2024Q4: 17,357 shares; 2025Q1: 17,864 shares; 2025Q2: 18,292 shares; 2025Q3: 18,502 shares; 2025Q4: 18,713 shares; 2026Q1: 23,156 shares; 2026Q2: 23,006 shares 23,006 $6.88M 0.09% -150 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,666 shares; 2024Q4: 5,610 shares; 2025Q1: 45,256 shares; 2025Q2: 49,615 shares; 2025Q3: 57,165 shares; 2025Q4: 57,246 shares; 2026Q1: 69,573 shares; 2026Q2: 70,456 shares 70,456 $6.88M 0.09% +883 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,160 shares; 2024Q4: 33,853 shares; 2025Q1: 34,850 shares; 2025Q2: 36,096 shares; 2025Q3: 34,942 shares; 2025Q4: 36,595 shares; 2026Q1: 46,429 shares; 2026Q2: 46,780 shares 46,780 $6.85M 0.09% +351 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; 2024Q3: 1,370 shares; 2024Q4: 1,277 shares; 2025Q1: 1,284 shares; 2025Q2: 1,133 shares; 2025Q3: 7,836 shares; 2025Q4: 1,176 shares; 2026Q1: 5,680 shares; 2026Q2: 6,973 shares 6,973 $6.73M 0.09% +1,293 Timeline FPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,863 shares; 2024Q4: 29,176 shares; 2025Q1: 28,394 shares; 2025Q2: 28,684 shares; 2025Q3: 28,671 shares; 2025Q4: 29,601 shares; 2026Q1: 34,648 shares; 2026Q2: 32,630 shares 32,630 $6.73M 0.09% -2,018 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; 2024Q3: 108,874 shares; 2024Q4: 125,434 shares; 2025Q1: 131,088 shares; 2025Q2: 94,317 shares; 2025Q3: 96,037 shares; 2025Q4: 96,627 shares; 2026Q1: 112,472 shares; 2026Q2: 114,046 shares 114,046 $6.72M 0.09% +1,574 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; 2024Q3: 38,440 shares; 2024Q4: 39,121 shares; 2025Q1: 39,158 shares; 2025Q2: 43,236 shares; 2025Q3: 46,487 shares; 2025Q4: 47,357 shares; 2026Q1: 48,952 shares; 2026Q2: 48,798 shares 48,798 $6.71M 0.09% -154 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,513 shares; 2024Q4: 7,953 shares; 2025Q1: 16,541 shares; 2025Q2: 17,360 shares; 2025Q3: 18,401 shares; 2025Q4: 23,785 shares; 2026Q1: 152,741 shares; 2026Q2: 161,696 shares 161,696 $6.65M 0.09% +8,955 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,428 shares; 2024Q4: 6,819 shares; 2025Q1: 7,857 shares; 2025Q2: 8,632 shares; 2025Q3: 14,547 shares; 2025Q4: 9,271 shares; 2026Q1: 17,259 shares; 2026Q2: 17,611 shares 17,611 $6.58M 0.09% +352 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,686 shares; 2024Q4: 41,597 shares; 2025Q1: 49,127 shares; 2025Q2: 51,766 shares; 2025Q3: 73,402 shares; 2025Q4: 73,763 shares; 2026Q1: 73,492 shares; 2026Q2: 72,122 shares 72,122 $6.48M 0.09% -1,370 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,519 shares; 2024Q4: 93,341 shares; 2025Q1: 96,714 shares; 2025Q2: 99,192 shares; 2025Q3: 103,784 shares; 2025Q4: 106,423 shares; 2026Q1: 100,189 shares; 2026Q2: 106,397 shares 106,397 $6.47M 0.09% +6,208 Timeline FFLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 95,865 shares; 2024Q4: 95,543 shares; 2025Q1: 106,503 shares; 2025Q2: 108,155 shares; 2025Q3: 107,108 shares; 2025Q4: 94,789 shares; 2026Q1: 105,585 shares; 2026Q2: 109,257 shares 109,257 $6.44M 0.09% +3,672 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,556 shares; 2024Q4: 2,414 shares; 2025Q1: 25,260 shares; 2025Q2: 26,183 shares; 2025Q3: 28,365 shares; 2025Q4: 125,671 shares; 2026Q1: 149,503 shares; 2026Q2: 156,953 shares 156,953 $6.3M 0.08% +7,450 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,057 shares; 2024Q4: 24,246 shares; 2025Q1: 57,320 shares; 2025Q2: 61,195 shares; 2025Q3: 82,306 shares; 2025Q4: 77,416 shares; 2026Q1: 90,297 shares; 2026Q2: 101,407 shares 101,407 $6.3M 0.08% +11,110 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,623 shares; 2024Q4: 19,965 shares; 2025Q1: 20,305 shares; 2025Q2: 20,420 shares; 2025Q3: 20,184 shares; 2025Q4: 27,031 shares; 2026Q1: 37,719 shares; 2026Q2: 33,126 shares 33,126 $6.28M 0.08% -4,593 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,884 shares; 2024Q4: 11,040 shares; 2025Q1: 11,077 shares; 2025Q2: 14,756 shares; 2025Q3: 36,823 shares; 2025Q4: 38,344 shares; 2026Q1: 40,205 shares; 2026Q2: 38,226 shares 38,226 $6.28M 0.08% -1,979 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 972 shares; 2024Q4: 1,002 shares; 2025Q1: 989 shares; 2025Q2: 1,106 shares; 2025Q3: 1,130 shares; 2025Q4: 5,220 shares; 2026Q1: 5,524 shares; 2026Q2: 7,783 shares 7,783 $6.19M 0.08% +2,259 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,971 shares; 2024Q4: 20,290 shares; 2025Q1: 28,142 shares; 2025Q2: 110,958 shares; 2025Q3: 115,705 shares; 2025Q4: 131,205 shares; 2026Q1: 124,809 shares; 2026Q2: 101,105 shares 101,105 $6.1M 0.08% -23,704 Timeline EPS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,628 shares; 2024Q4: 33,401 shares; 2025Q1: 42,214 shares; 2025Q2: 47,945 shares; 2025Q3: 57,192 shares; 2025Q4: 60,964 shares; 2026Q1: 75,680 shares; 2026Q2: 78,304 shares 78,304 $6.09M 0.08% +2,624 Timeline WCMI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 115,745 shares; 2025Q2: 181,037 shares; 2025Q3: 191,394 shares; 2025Q4: 200,914 shares; 2026Q1: 289,648 shares; 2026Q2: 310,509 shares 310,509 $6.08M 0.08% +20,861 Timeline SCIO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,000 shares; 2025Q2: 7,867 shares; 2025Q3: 7,867 shares; 2025Q4: 74,203 shares; 2026Q1: 273,777 shares; 2026Q2: 293,563 shares 293,563 $6.07M 0.08% +19,786 Timeline DNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84,144 shares; 2024Q4: 81,089 shares; 2025Q1: 80,488 shares; 2025Q2: 78,786 shares; 2025Q3: 77,048 shares; 2025Q4: 81,192 shares; 2026Q1: 117,736 shares; 2026Q2: 117,838 shares 117,838 $6.05M 0.08% +102 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,454 shares; 2024Q4: 21,166 shares; 2025Q1: 20,241 shares; 2025Q2: 20,841 shares; 2025Q3: 28,806 shares; 2025Q4: 28,143 shares; 2026Q1: 21,796 shares; 2026Q2: 32,655 shares 32,655 $6.01M 0.08% +10,859 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 382,035 shares; 2024Q4: 391,647 shares; 2025Q1: 440,063 shares; 2025Q2: 457,060 shares; 2025Q3: 459,441 shares; 2025Q4: 446,674 shares; 2026Q1: 598,866 shares; 2026Q2: 571,995 shares 571,995 $6.01M 0.08% -26,871 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,071 shares; 2024Q4: 27,318 shares; 2025Q1: 24,748 shares; 2025Q2: 22,972 shares; 2025Q3: 22,559 shares; 2025Q4: 33,774 shares; 2026Q1: 46,628 shares; 2026Q2: 44,241 shares 44,241 $5.99M 0.08% -2,387 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,575 shares; 2024Q4: 29,745 shares; 2025Q1: 98,029 shares; 2025Q2: 136,955 shares; 2025Q3: 120,755 shares; 2025Q4: 133,214 shares; 2026Q1: 145,461 shares; 2026Q2: 171,692 shares 171,692 $5.94M 0.08% +26,231 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,253 shares; 2024Q4: 76,514 shares; 2025Q1: 30,606 shares; 2025Q2: 33,630 shares; 2025Q3: 42,210 shares; 2025Q4: 55,423 shares; 2026Q1: 122,231 shares; 2026Q2: 111,084 shares 111,084 $5.94M 0.08% -11,147 Timeline BUFZ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 98,301 shares; 2024Q4: 82,886 shares; 2025Q1: 71,056 shares; 2025Q2: 116,581 shares; 2025Q3: 129,622 shares; 2025Q4: 128,246 shares; 2026Q1: 201,445 shares; 2026Q2: 212,660 shares 212,660 $5.94M 0.08% +11,215 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,179 shares; 2024Q4: 59,277 shares; 2025Q1: 60,220 shares; 2025Q2: 52,457 shares; 2025Q3: 5,704 shares; 2025Q4: 12,167 shares; 2026Q1: 86,264 shares; 2026Q2: 68,701 shares 68,701 $5.94M 0.08% -17,563 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,779 shares; 2024Q4: 80,547 shares; 2025Q1: 80,697 shares; 2025Q2: 83,195 shares; 2025Q3: 93,314 shares; 2025Q4: 109,772 shares; 2026Q1: 134,841 shares; 2026Q2: 126,188 shares 126,188 $5.91M 0.08% -8,653 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,670 shares; 2024Q4: 51,049 shares; 2025Q1: 54,254 shares; 2025Q2: 59,056 shares; 2025Q3: 65,299 shares; 2025Q4: 70,801 shares; 2026Q1: 93,673 shares; 2026Q2: 99,437 shares 99,437 $5.86M 0.08% +5,764 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,732 shares; 2024Q4: 51,861 shares; 2025Q1: 58,081 shares; 2025Q2: 83,505 shares; 2025Q3: 99,471 shares; 2025Q4: 102,218 shares; 2026Q1: 81,109 shares; 2026Q2: 85,710 shares 85,710 $5.86M 0.08% +4,601 Timeline FXZ FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,761 shares; 2024Q4: 21,466 shares; 2025Q1: 22,781 shares; 2025Q2: 23,852 shares; 2025Q3: 25,219 shares; 2025Q4: 28,820 shares; 2026Q1: 33,208 shares; 2026Q2: 73,781 shares 73,781 $5.86M 0.08% +40,573 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,872 shares; 2024Q4: 39,661 shares; 2025Q1: 39,688 shares; 2025Q2: 42,467 shares; 2025Q3: 46,026 shares; 2025Q4: 47,553 shares; 2026Q1: 46,617 shares; 2026Q2: 44,676 shares 44,676 $5.83M 0.08% -1,941 Timeline SPBU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,306 shares; 2025Q2: 31,510 shares; 2025Q3: 71,738 shares; 2025Q4: 136,093 shares; 2026Q1: 176,861 shares; 2026Q2: 191,804 shares 191,804 $5.8M 0.08% +14,943 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,600 shares; 2024Q4: 51,432 shares; 2025Q1: 54,239 shares; 2025Q2: 57,980 shares; 2025Q3: 58,291 shares; 2025Q4: 60,006 shares; 2026Q1: 76,774 shares; 2026Q2: 76,637 shares 76,637 $5.79M 0.08% -137 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; 2024Q3: 36,478 shares; 2024Q4: 61,365 shares; 2025Q1: 62,776 shares; 2025Q2: 65,427 shares; 2025Q3: 65,828 shares; 2025Q4: 64,991 shares; 2026Q1: 67,077 shares; 2026Q2: 72,035 shares 72,035 $5.72M 0.08% +4,958 Timeline FTGS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,439 shares; 2024Q4: 75,095 shares; 2025Q1: 86,142 shares; 2025Q2: 88,749 shares; 2025Q3: 139,137 shares; 2025Q4: 143,188 shares; 2026Q1: 161,195 shares; 2026Q2: 154,131 shares 154,131 $5.7M 0.08% -7,064 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,052 shares; 2024Q4: 8,312 shares; 2025Q1: 8,152 shares; 2025Q2: 8,044 shares; 2025Q3: 8,684 shares; 2025Q4: 8,542 shares; 2026Q1: 10,592 shares; 2026Q2: 45,880 shares 45,880 $5.7M 0.08% +35,288 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 83,600 shares; 2026Q2: 83,755 shares 83,755 $5.64M 0.08% +155 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,544 shares; 2024Q4: 19,565 shares; 2025Q1: 19,754 shares; 2025Q2: 17,891 shares; 2025Q3: 23,268 shares; 2025Q4: 24,582 shares; 2026Q1: 30,419 shares; 2026Q2: 31,921 shares 31,921 $5.64M 0.08% +1,502 Timeline SDVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,691 shares; 2024Q4: 69,444 shares; 2025Q1: 79,202 shares; 2025Q2: 86,838 shares; 2025Q3: 94,694 shares; 2025Q4: 97,029 shares; 2026Q1: 213,703 shares; 2026Q2: 242,494 shares 242,494 $5.6M 0.08% +28,791 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,205 shares; 2024Q4: 6,813 shares; 2025Q1: 7,069 shares; 2025Q2: 8,458 shares; 2025Q3: 10,306 shares; 2025Q4: 11,241 shares; 2026Q1: 18,932 shares; 2026Q2: 19,858 shares 19,858 $5.58M 0.08% +926 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,866 shares; 2024Q4: 20,544 shares; 2025Q1: 21,469 shares; 2025Q2: 21,378 shares; 2025Q3: 22,082 shares; 2025Q4: 21,055 shares; 2026Q1: 21,797 shares; 2026Q2: 18,919 shares 18,919 $5.5M 0.07% -2,878 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,738 shares; 2024Q4: 1,621 shares; 2025Q1: 2,051 shares; 2025Q2: 2,045 shares; 2025Q3: 1,357 shares; 2025Q4: 1,207 shares; 2026Q1: 49,337 shares; 2026Q2: 49,287 shares 49,287 $5.48M 0.07% -50 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,941 shares; 2024Q4: 39,485 shares; 2025Q1: 39,536 shares; 2025Q2: 40,142 shares; 2025Q3: 43,889 shares; 2025Q4: 44,516 shares; 2026Q1: 89,209 shares; 2026Q2: 90,320 shares 90,320 $5.45M 0.07% +1,111 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,937 shares; 2024Q4: 19,561 shares; 2025Q1: 23,200 shares; 2025Q2: 30,498 shares; 2025Q3: 30,411 shares; 2025Q4: 29,409 shares; 2026Q1: 40,015 shares; 2026Q2: 36,926 shares 36,926 $5.41M 0.07% -3,089 Timeline DDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,748 shares; 2024Q4: 75,953 shares; 2025Q1: 75,841 shares; 2025Q2: 73,513 shares; 2025Q3: 71,982 shares; 2025Q4: 90,230 shares; 2026Q1: 114,470 shares; 2026Q2: 113,999 shares 113,999 $5.4M 0.07% -471 Timeline FFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,250 shares; 2024Q4: 36,304 shares; 2025Q1: 56,381 shares; 2025Q2: 102,950 shares; 2025Q3: 85,627 shares; 2025Q4: 67,516 shares; 2026Q1: 89,251 shares; 2026Q2: 88,198 shares 88,198 $5.38M 0.07% -1,053 Timeline TRFK PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,504 shares; 2024Q4: 7,587 shares; 2025Q1: 18,182 shares; 2025Q2: 18,437 shares; 2025Q3: 28,037 shares; 2025Q4: 33,821 shares; 2026Q1: 47,766 shares; 2026Q2: 50,240 shares 50,240 $5.36M 0.07% +2,474 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; 2024Q3: 29,709 shares; 2024Q4: 29,932 shares; 2025Q1: 31,429 shares; 2025Q2: 32,188 shares; 2025Q3: 32,558 shares; 2025Q4: 33,009 shares; 2026Q1: 44,212 shares; 2026Q2: 44,715 shares 44,715 $5.33M 0.07% +503 Timeline GSEW GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35,677 shares; 2025Q2: 42,225 shares; 2025Q3: 45,983 shares; 2025Q4: 46,925 shares; 2026Q1: 55,155 shares; 2026Q2: 56,310 shares 56,310 $5.32M 0.07% +1,155 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 93,359 shares; 2025Q2: 112,193 shares; 2025Q3: 117,537 shares; 2025Q4: 112,437 shares; 2026Q1: 128,625 shares; 2026Q2: 134,017 shares 134,017 $5.29M 0.07% +5,392 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 141,604 shares; 2024Q4: 118,793 shares; 2025Q1: 186,095 shares; 2025Q2: 195,746 shares; 2025Q3: 187,688 shares; 2025Q4: 194,388 shares; 2026Q1: 91,009 shares; 2026Q2: 95,344 shares 95,344 $5.26M 0.07% +4,335 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,706 shares; 2024Q4: 19,480 shares; 2025Q1: 20,059 shares; 2025Q2: 19,293 shares; 2025Q3: 75,680 shares; 2025Q4: 95,025 shares; 2026Q1: 115,542 shares; 2026Q2: 114,175 shares 114,175 $5.26M 0.07% -1,367 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,605 shares; 2024Q4: 52,985 shares; 2025Q1: 55,550 shares; 2025Q2: 64,307 shares; 2025Q3: 68,236 shares; 2025Q4: 70,902 shares; 2026Q1: 94,043 shares; 2026Q2: 84,885 shares 84,885 $5.22M 0.07% -9,158 Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,288 shares; 2024Q4: 54,931 shares; 2025Q1: 52,806 shares; 2025Q2: 47,704 shares; 2025Q3: 50,668 shares; 2025Q4: 52,416 shares; 2026Q1: 112,171 shares; 2026Q2: 128,171 shares 128,171 $5.21M 0.07% +16,000 Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,250 shares; 2024Q4: 79,050 shares; 2025Q1: 96,488 shares; 2025Q2: 98,181 shares; 2025Q3: 98,301 shares; 2025Q4: 105,135 shares; 2026Q1: 115,578 shares; 2026Q2: 115,238 shares 115,238 $5.2M 0.07% -340 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,290 shares; 2024Q4: 19,787 shares; 2025Q1: 17,951 shares; 2025Q2: 16,945 shares; 2025Q3: 27,387 shares; 2025Q4: 30,626 shares; 2026Q1: 40,030 shares; 2026Q2: 40,366 shares 40,366 $5.19M 0.07% +336 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,567 shares; 2024Q4: 9,459 shares; 2025Q1: 9,651 shares; 2025Q2: 9,771 shares; 2025Q3: 9,921 shares; 2025Q4: 9,832 shares; 2026Q1: 10,020 shares; 2026Q2: 10,038 shares 10,038 $5.16M 0.07% +18 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,618 shares; 2025Q2: 21,010 shares; 2025Q3: 37,901 shares; 2025Q4: 58,572 shares; 2026Q1: 128,667 shares; 2026Q2: 155,166 shares 155,166 $5.12M 0.07% +26,499 Timeline MGEE MGE ENERGY INC More: the full row for MGE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,175 shares; 2024Q4: 61,883 shares; 2025Q1: 67,285 shares; 2025Q2: 69,820 shares; 2025Q3: 69,793 shares; 2025Q4: 47,160 shares; 2026Q1: 59,747 shares; 2026Q2: 62,664 shares 62,664 $5.11M 0.07% +2,917 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,634 shares; 2024Q4: 10,502 shares; 2025Q1: 11,110 shares; 2025Q2: 23,340 shares; 2025Q3: 23,993 shares; 2025Q4: 67,693 shares; 2026Q1: 55,401 shares; 2026Q2: 82,191 shares 82,191 $5.09M 0.07% +26,790 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,207 shares; 2024Q4: 45,548 shares; 2025Q1: 117,511 shares; 2025Q2: 120,269 shares; 2025Q3: 129,427 shares; 2025Q4: 134,324 shares; 2026Q1: 107,168 shares; 2026Q2: 113,687 shares 113,687 $5.09M 0.07% +6,519 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,870 shares; 2024Q4: 18,430 shares; 2025Q1: 21,760 shares; 2025Q2: 27,977 shares; 2025Q3: 30,312 shares; 2025Q4: 32,361 shares; 2026Q1: 36,783 shares; 2026Q2: 38,032 shares 38,032 $5.03M 0.07% +1,249 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 89,246 shares; 2024Q4: 78,305 shares; 2025Q1: 57,684 shares; 2025Q2: 56,239 shares; 2025Q3: 60,985 shares; 2025Q4: 60,571 shares; 2026Q1: 58,659 shares; 2026Q2: 55,273 shares 55,273 $5.02M 0.07% -3,386 Timeline ILDR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,970 shares; 2024Q4: 33,653 shares; 2025Q1: 21,012 shares; 2025Q2: 19,247 shares; 2025Q3: 20,899 shares; 2025Q4: 21,068 shares; 2026Q1: 120,237 shares; 2026Q2: 127,470 shares 127,470 $5M 0.07% +7,233 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,181 shares; 2024Q4: 1,277 shares; 2025Q1: 1,323 shares; 2025Q2: 1,452 shares; 2025Q3: 1,424 shares; 2025Q4: 5,396 shares; 2026Q1: 6,849 shares; 2026Q2: 6,576 shares 6,576 $4.97M 0.07% -273 Timeline SPYX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,549 shares; 2024Q4: 84,861 shares; 2025Q1: 90,529 shares; 2025Q2: 91,072 shares; 2025Q3: 80,305 shares; 2025Q4: 84,277 shares; 2026Q1: 85,871 shares; 2026Q2: 81,215 shares 81,215 $4.96M 0.07% -4,656 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,805 shares; 2024Q4: 12,410 shares; 2025Q1: 12,628 shares; 2025Q2: 13,913 shares; 2025Q3: 13,511 shares; 2025Q4: 12,016 shares; 2026Q1: 27,685 shares; 2026Q2: 27,090 shares 27,090 $4.9M 0.07% -595 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,085 shares; 2024Q4: 52,824 shares; 2025Q1: 38,865 shares; 2025Q2: 47,735 shares; 2025Q3: 40,862 shares; 2025Q4: 72,271 shares; 2026Q1: 155,369 shares; 2026Q2: 107,010 shares 107,010 $4.85M 0.07% -48,359 Timeline ROM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,601 shares; 2024Q4: 30,601 shares; 2025Q1: 30,601 shares; 2025Q2: 30,601 shares; 2025Q3: 30,601 shares; 2025Q4: 30,601 shares; 2026Q1: 30,950 shares; 2026Q2: 30,951 shares 30,951 $4.8M 0.06% +1 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,567 shares; 2024Q4: 27,662 shares; 2025Q1: 19,025 shares; 2025Q2: 18,737 shares; 2025Q3: 18,118 shares; 2025Q4: 32,693 shares; 2026Q1: 34,663 shares; 2026Q2: 33,647 shares 33,647 $4.77M 0.06% -1,016 Timeline TUG LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,812 shares; 2024Q4: 149,724 shares; 2025Q1: 172,664 shares; 2025Q2: 169,363 shares; 2025Q3: 169,359 shares; 2025Q4: 167,804 shares; 2026Q1: 101,337 shares; 2026Q2: 99,174 shares 99,174 $4.69M 0.06% -2,163 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,458 shares; 2024Q4: 19,486 shares; 2025Q1: 17,102 shares; 2025Q2: 14,613 shares; 2025Q3: 15,149 shares; 2025Q4: 32,414 shares; 2026Q1: 37,601 shares; 2026Q2: 37,484 shares 37,484 $4.68M 0.06% -117 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,209 shares; 2024Q4: 7,112 shares; 2025Q1: 7,571 shares; 2025Q2: 8,661 shares; 2025Q3: 8,811 shares; 2025Q4: 9,980 shares; 2026Q1: 14,814 shares; 2026Q2: 15,129 shares 15,129 $4.63M 0.06% +315 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 140 shares; 2024Q4: 136 shares; 2025Q1: 222 shares; 2025Q2: 187 shares; 2025Q3: 15,136 shares; 2025Q4: 1,275 shares; 2026Q1: 5,516 shares; 2026Q2: 7,226 shares 7,226 $4.62M 0.06% +1,710 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,305 shares; 2024Q4: 17,219 shares; 2025Q1: 22,964 shares; 2025Q2: 22,441 shares; 2025Q3: 39,434 shares; 2025Q4: 38,956 shares; 2026Q1: 53,315 shares; 2026Q2: 55,391 shares 55,391 $4.58M 0.06% +2,076 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,085 shares; 2024Q4: 68,289 shares; 2025Q1: 70,797 shares; 2025Q2: 76,119 shares; 2025Q3: 75,691 shares; 2025Q4: 74,958 shares; 2026Q1: 77,422 shares; 2026Q2: 81,844 shares 81,844 $4.58M 0.06% +4,422 Timeline SCYB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 446 shares; 2025Q1: 521 shares; 2025Q2: 13,240 shares; 2025Q3: 31,403 shares; 2025Q4: 75,756 shares; 2026Q1: 144,321 shares; 2026Q2: 174,002 shares 174,002 $4.56M 0.06% +29,681 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 170 shares; 2025Q1: 35,278 shares; 2025Q2: 42,877 shares; 2025Q3: 52,255 shares; 2025Q4: 70,637 shares; 2026Q1: 110,130 shares; 2026Q2: 121,511 shares 121,511 $4.55M 0.06% +11,381 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,631 shares; 2024Q4: 9,119 shares; 2025Q1: 8,435 shares; 2025Q2: 8,799 shares; 2025Q3: 8,122 shares; 2025Q4: 8,222 shares; 2026Q1: 17,014 shares; 2026Q2: 16,509 shares 16,509 $4.52M 0.06% -505 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,487 shares; 2024Q4: 29,230 shares; 2025Q1: 29,965 shares; 2025Q2: 29,330 shares; 2025Q3: 30,938 shares; 2025Q4: 33,320 shares; 2026Q1: 82,302 shares; 2026Q2: 79,134 shares 79,134 $4.51M 0.06% -3,168 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,972 shares; 2025Q3: 24,803 shares; 2025Q4: 28,595 shares; 2026Q1: 29,445 shares; 2026Q2: 85,425 shares 85,425 $4.5M 0.06% +55,980 Timeline CPSL CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 248 shares; 2024Q4: 29,742 shares; 2025Q1: 29,348 shares; 2025Q2: 31,273 shares; 2025Q3: 33,023 shares; 2025Q4: 33,023 shares; 2026Q1: 170,812 shares; 2026Q2: 161,079 shares 161,079 $4.5M 0.06% -9,733 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,161 shares; 2024Q4: 46,684 shares; 2025Q1: 77,017 shares; 2025Q2: 98,714 shares; 2025Q3: 53,244 shares; 2025Q4: 53,173 shares; 2026Q1: 49,835 shares; 2026Q2: 60,812 shares 60,812 $4.49M 0.06% +10,977 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,006 shares; 2024Q4: 5,139 shares; 2025Q1: 5,026 shares; 2025Q2: 4,801 shares; 2025Q3: 6,131 shares; 2025Q4: 55,449 shares; 2026Q1: 64,724 shares; 2026Q2: 61,565 shares 61,565 $4.4M 0.06% -3,159 Timeline IMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,862 shares; 2025Q2: 134 shares; 2025Q3: 134 shares; 2025Q4: 134 shares; 2026Q1: 9,104 shares; 2026Q2: 143,417 shares 143,417 $4.37M 0.06% +134,313 Timeline XAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 9,717 shares; 2025Q3: 42,307 shares; 2025Q4: 82,914 shares; 2026Q1: 79,223 shares; 2026Q2: 115,323 shares 115,323 $4.35M 0.06% +36,100 Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,316 shares; 2024Q4: 2,367 shares; 2025Q1: 3,517 shares; 2025Q2: 2,767 shares; 2025Q3: 2,753 shares; 2025Q4: 2,747 shares; 2026Q1: 12,049 shares; 2026Q2: 30,029 shares 30,029 $4.33M 0.06% +17,980 Timeline FEM FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,812 shares; 2024Q4: 10,987 shares; 2025Q1: 11,311 shares; 2025Q2: 11,994 shares; 2025Q3: 12,562 shares; 2025Q4: 13,565 shares; 2026Q1: 58,981 shares; 2026Q2: 134,363 shares 134,363 $4.3M 0.06% +75,382 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,581 shares; 2024Q4: 18,234 shares; 2025Q1: 17,981 shares; 2025Q2: 18,382 shares; 2025Q3: 18,016 shares; 2025Q4: 20,422 shares; 2026Q1: 30,903 shares; 2026Q2: 155,283 shares 155,283 $4.26M 0.06% +124,380 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,215 shares; 2024Q4: 4,283 shares; 2025Q1: 4,363 shares; 2025Q2: 4,341 shares; 2025Q3: 4,452 shares; 2025Q4: 4,583 shares; 2026Q1: 5,651 shares; 2026Q2: 5,879 shares 5,879 $4.23M 0.06% +228 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,397 shares; 2024Q4: 13,944 shares; 2025Q1: 13,957 shares; 2025Q2: 21,897 shares; 2025Q3: 51,808 shares; 2025Q4: 54,511 shares; 2026Q1: 91,136 shares; 2026Q2: 102,160 shares 102,160 $4.23M 0.06% +11,024 Timeline FMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,011 shares; 2024Q4: 85,013 shares; 2025Q1: 79,250 shares; 2025Q2: 112,928 shares; 2025Q3: 85,191 shares; 2025Q4: 80,203 shares; 2026Q1: 90,697 shares; 2026Q2: 80,664 shares 80,664 $4.22M 0.06% -10,033 Timeline ACYS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 203,025 shares 203,025 $4.17M 0.06% new Timeline FDD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 158,443 shares; 2024Q4: 144,812 shares; 2025Q1: 163,145 shares; 2025Q2: 155,443 shares; 2025Q3: 152,305 shares; 2025Q4: 145,765 shares; 2026Q1: 223,462 shares; 2026Q2: 223,991 shares 223,991 $4.16M 0.06% +529 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,683 shares; 2024Q4: 24,916 shares; 2025Q1: 26,793 shares; 2025Q2: 27,230 shares; 2025Q3: 28,111 shares; 2025Q4: 33,401 shares; 2026Q1: 39,974 shares; 2026Q2: 87,016 shares 87,016 $4.15M 0.06% +47,042 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,349 shares; 2024Q4: 24,742 shares; 2025Q1: 25,497 shares; 2025Q2: 28,172 shares; 2025Q3: 32,891 shares; 2025Q4: 65,466 shares; 2026Q1: 71,295 shares; 2026Q2: 81,166 shares 81,166 $4.14M 0.06% +9,871 Timeline DFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 127,891 shares; 2024Q4: 86,348 shares; 2025Q1: 71,542 shares; 2025Q2: 81,263 shares; 2025Q3: 79,656 shares; 2025Q4: 72,377 shares; 2026Q1: 82,086 shares; 2026Q2: 81,511 shares 81,511 $4.12M 0.06% -575 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,091 shares; 2024Q4: 82,595 shares; 2025Q1: 59,437 shares; 2025Q2: 58,383 shares; 2025Q3: 59,164 shares; 2025Q4: 69,358 shares; 2026Q1: 86,658 shares; 2026Q2: 87,671 shares 87,671 $4.12M 0.06% +1,013 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,054 shares; 2024Q4: 9,961 shares; 2025Q1: 11,397 shares; 2025Q2: 11,314 shares; 2025Q3: 11,654 shares; 2025Q4: 14,115 shares; 2026Q1: 27,986 shares; 2026Q2: 26,989 shares 26,989 $4.11M 0.06% -997 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,950 shares; 2024Q4: 5,172 shares; 2025Q1: 4,482 shares; 2025Q2: 4,376 shares; 2025Q3: 4,570 shares; 2025Q4: 5,883 shares; 2026Q1: 8,445 shares; 2026Q2: 8,057 shares 8,057 $4.1M 0.06% -388 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 930 shares; 2024Q4: 971 shares; 2025Q1: 2,238 shares; 2025Q2: 4,376 shares; 2025Q3: 4,554 shares; 2025Q4: 6,311 shares; 2026Q1: 4,220 shares; 2026Q2: 12,201 shares 12,201 $4.09M 0.06% +7,981 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,890 shares; 2024Q4: 100,117 shares; 2025Q1: 91,026 shares; 2025Q2: 104,497 shares; 2025Q3: 115,141 shares; 2025Q4: 125,297 shares; 2026Q1: 146,673 shares; 2026Q2: 146,968 shares 146,968 $4.07M 0.05% +295 Timeline TOK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,870 shares; 2026Q2: 27,168 shares 27,168 $4.07M 0.05% +298 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,667 shares; 2024Q4: 8,297 shares; 2025Q1: 8,301 shares; 2025Q2: 8,414 shares; 2025Q3: 9,712 shares; 2025Q4: 10,916 shares; 2026Q1: 25,738 shares; 2026Q2: 26,018 shares 26,018 $4.07M 0.05% +280 Timeline FTCE FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,550 shares; 2026Q1: 153,172 shares; 2026Q2: 149,806 shares 149,806 $4.06M 0.05% -3,366 Timeline XHB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,306 shares; 2024Q4: 7,694 shares; 2025Q1: 7,906 shares; 2025Q2: 7,940 shares; 2025Q3: 8,895 shares; 2025Q4: 8,921 shares; 2026Q1: 19,937 shares; 2026Q2: 35,070 shares 35,070 $4.05M 0.05% +15,133 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,434 shares; 2024Q4: 13,595 shares; 2025Q1: 14,595 shares; 2025Q2: 14,616 shares; 2025Q3: 15,992 shares; 2025Q4: 29,375 shares; 2026Q1: 42,886 shares; 2026Q2: 44,699 shares 44,699 $4.05M 0.05% +1,813 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 129,615 shares; 2024Q4: 160,533 shares; 2025Q1: 125,608 shares; 2025Q2: 124,275 shares; 2025Q3: 102,265 shares; 2025Q4: 109,972 shares; 2026Q1: 158,308 shares; 2026Q2: 169,192 shares 169,192 $4.04M 0.05% +10,884 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,072 shares; 2024Q4: 10,886 shares; 2025Q1: 11,951 shares; 2025Q2: 12,684 shares; 2025Q3: 13,165 shares; 2025Q4: 13,515 shares; 2026Q1: 25,775 shares; 2026Q2: 27,423 shares 27,423 $4.01M 0.05% +1,648 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,335 shares; 2024Q4: 21,230 shares; 2025Q1: 21,154 shares; 2025Q2: 21,265 shares; 2025Q3: 21,618 shares; 2025Q4: 35,900 shares; 2026Q1: 47,131 shares; 2026Q2: 45,659 shares 45,659 $4.01M 0.05% -1,472 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,643 shares; 2024Q4: 16,866 shares; 2025Q1: 22,401 shares; 2025Q2: 24,107 shares; 2025Q3: 24,892 shares; 2025Q4: 29,219 shares; 2026Q1: 39,306 shares; 2026Q2: 38,025 shares 38,025 $3.95M 0.05% -1,281 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,114 shares; 2024Q4: 11,139 shares; 2025Q1: 11,227 shares; 2025Q2: 11,365 shares; 2025Q3: 11,385 shares; 2025Q4: 25,233 shares; 2026Q1: 29,362 shares; 2026Q2: 29,051 shares 29,051 $3.94M 0.05% -311 Timeline QVOY ULTIMUS MANAGERS TR More: the full row for ULTIMUS MANAGERS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 786 shares; 2024Q4: 786 shares; 2025Q1: 786 shares; 2025Q2: 786 shares; 2025Q3: 786 shares; 2025Q4: 1,021 shares; 2026Q1: 50,440 shares; 2026Q2: 126,114 shares 126,114 $3.9M 0.05% +75,674 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,219 shares; 2024Q4: 7,973 shares; 2025Q1: 8,015 shares; 2025Q2: 8,224 shares; 2025Q3: 7,446 shares; 2025Q4: 8,027 shares; 2026Q1: 17,158 shares; 2026Q2: 17,229 shares 17,229 $3.88M 0.05% +71 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,200 shares; 2024Q4: 2,237 shares; 2025Q1: 2,207 shares; 2025Q2: 2,212 shares; 2025Q3: 2,576 shares; 2025Q4: 8,463 shares; 2026Q1: 8,203 shares; 2026Q2: 7,601 shares 7,601 $3.87M 0.05% -602 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,638 shares; 2024Q4: 152,155 shares; 2025Q1: 143,947 shares; 2025Q2: 123,662 shares; 2025Q3: 134,384 shares; 2025Q4: 130,298 shares; 2026Q1: 149,092 shares; 2026Q2: 166,855 shares 166,855 $3.86M 0.05% +17,763 Timeline UITB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,054 shares; 2024Q4: 77,281 shares; 2025Q1: 89,610 shares; 2025Q2: 87,608 shares; 2025Q3: 83,971 shares; 2025Q4: 82,504 shares; 2026Q1: 83,107 shares; 2026Q2: 81,675 shares 81,675 $3.83M 0.05% -1,432 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; 2024Q3: 2,289 shares; 2024Q4: 2,354 shares; 2025Q1: 1,667 shares; 2025Q2: 2,706 shares; 2025Q3: 22,213 shares; 2025Q4: 25,227 shares; 2026Q1: 32,186 shares; 2026Q2: 32,945 shares 32,945 $3.82M 0.05% +759 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; 2024Q3: 317 shares; 2024Q4: 4,681 shares; 2025Q1: 5,172 shares; 2025Q2: 10,525 shares; 2025Q3: 10,634 shares; 2025Q4: 10,490 shares; 2026Q1: 52,127 shares; 2026Q2: 56,433 shares 56,433 $3.8M 0.05% +4,306 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,906 shares; 2024Q4: 3,103 shares; 2025Q1: 3,308 shares; 2025Q2: 11,982 shares; 2025Q3: 13,633 shares; 2025Q4: 14,640 shares; 2026Q1: 35,937 shares; 2026Q2: 38,601 shares 38,601 $3.79M 0.05% +2,664 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 165,037 shares; 2024Q4: 169,508 shares; 2025Q1: 173,909 shares; 2025Q2: 177,521 shares; 2025Q3: 180,208 shares; 2025Q4: 145,901 shares; 2026Q1: 142,894 shares; 2026Q2: 151,023 shares 151,023 $3.77M 0.05% +8,129 Timeline DMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,219 shares; 2024Q4: 40,579 shares; 2025Q1: 38,324 shares; 2025Q2: 40,602 shares; 2025Q3: 31,545 shares; 2025Q4: 32,202 shares; 2026Q1: 83,953 shares; 2026Q2: 84,201 shares 84,201 $3.77M 0.05% +248 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,057 shares; 2024Q4: 29,307 shares; 2025Q1: 75,628 shares; 2025Q2: 74,257 shares; 2025Q3: 100,641 shares; 2025Q4: 110,485 shares; 2026Q1: 87,186 shares; 2026Q2: 97,124 shares 97,124 $3.75M 0.05% +9,938 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 296,655 shares; 2026Q2: 286,833 shares 286,833 $3.73M 0.05% -9,822 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,945 shares; 2024Q4: 8,210 shares; 2025Q1: 8,302 shares; 2025Q2: 8,857 shares; 2025Q3: 9,205 shares; 2025Q4: 9,161 shares; 2026Q1: 39,340 shares; 2026Q2: 39,233 shares 39,233 $3.71M 0.05% -107 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 616 shares; 2024Q4: 616 shares; 2025Q1: 24,417 shares; 2025Q2: 31,072 shares; 2025Q3: 34,151 shares; 2025Q4: 34,308 shares; 2026Q1: 39,662 shares; 2026Q2: 40,523 shares 40,523 $3.71M 0.05% +861 Timeline FSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,708 shares; 2024Q4: 54,571 shares; 2025Q1: 52,706 shares; 2025Q2: 49,261 shares; 2025Q3: 55,259 shares; 2025Q4: 64,384 shares; 2026Q1: 73,132 shares; 2026Q2: 67,191 shares 67,191 $3.7M 0.05% -5,941 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,499 shares; 2024Q4: 19,499 shares; 2025Q1: 169,776 shares; 2025Q2: 179,737 shares; 2025Q3: 185,182 shares; 2025Q4: 221,096 shares; 2026Q1: 194,725 shares; 2026Q2: 195,246 shares 195,246 $3.68M 0.05% +521 Timeline CHI CALAMOS CONV OPPORTUNITIES & More: the full row for CALAMOS CONV OPPORTUNITIES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 185,711 shares; 2024Q4: 190,407 shares; 2025Q1: 228,731 shares; 2025Q2: 231,886 shares; 2025Q3: 237,170 shares; 2025Q4: 239,497 shares; 2026Q1: 275,461 shares; 2026Q2: 273,702 shares 273,702 $3.68M 0.05% -1,759 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; 2024Q3: 1,685 shares; 2024Q4: 1,681 shares; 2025Q1: 1,710 shares; 2025Q2: 2,149 shares; 2025Q3: 1,790 shares; 2025Q4: 18,963 shares; 2026Q1: 17,172 shares; 2026Q2: 17,249 shares 17,249 $3.68M 0.05% +77 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,038 shares; 2024Q4: 40,888 shares; 2025Q1: 44,339 shares; 2025Q2: 48,539 shares; 2025Q3: 34,425 shares; 2025Q4: 27,330 shares; 2026Q1: 20,188 shares; 2026Q2: 16,732 shares 16,732 $3.67M 0.05% -3,456 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,205 shares; 2024Q4: 21,969 shares; 2025Q1: 32,786 shares; 2025Q2: 34,773 shares; 2025Q3: 39,717 shares; 2025Q4: 32,730 shares; 2026Q1: 45,061 shares; 2026Q2: 39,990 shares 39,990 $3.66M 0.05% -5,071 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,263 shares; 2024Q4: 17,058 shares; 2025Q1: 16,051 shares; 2025Q2: 16,162 shares; 2025Q3: 13,926 shares; 2025Q4: 12,633 shares; 2026Q1: 67,023 shares; 2026Q2: 67,169 shares 67,169 $3.64M 0.05% +146 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,455 shares; 2024Q4: 2,068 shares; 2025Q1: 3,062 shares; 2025Q2: 3,071 shares; 2025Q3: 3,586 shares; 2025Q4: 2,924 shares; 2026Q1: 8,132 shares; 2026Q2: 12,221 shares 12,221 $3.64M 0.05% +4,089 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,537 shares; 2024Q4: 1,426 shares; 2025Q1: 1,822 shares; 2025Q2: 1,528 shares; 2025Q3: 2,039 shares; 2025Q4: 5,079 shares; 2026Q1: 16,221 shares; 2026Q2: 16,308 shares 16,308 $3.63M 0.05% +87 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46 shares; 2024Q4: 46 shares; 2025Q1: 46 shares; 2025Q2: 596 shares; 2025Q3: 2,383 shares; 2025Q4: 15,171 shares; 2026Q1: 72,991 shares; 2026Q2: 96,926 shares 96,926 $3.61M 0.05% +23,935 Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,699 shares; 2024Q4: 23,206 shares; 2025Q1: 11,793 shares; 2025Q2: 12,442 shares; 2025Q3: 43,006 shares; 2025Q4: 44,286 shares; 2026Q1: 108,597 shares; 2026Q2: 97,862 shares 97,862 $3.6M 0.05% -10,735 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 107,220 shares; 2024Q4: 164,521 shares; 2025Q1: 152,066 shares; 2025Q2: 148,556 shares; 2025Q3: 159,504 shares; 2025Q4: 157,398 shares; 2026Q1: 260,456 shares; 2026Q2: 256,289 shares 256,289 $3.56M 0.05% -4,167 Timeline IFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,550 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 113,951 shares; 2026Q2: 113,838 shares 113,838 $3.56M 0.05% -113 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,016 shares; 2024Q4: 25,622 shares; 2025Q1: 26,820 shares; 2025Q2: 28,120 shares; 2025Q3: 32,513 shares; 2025Q4: 41,661 shares; 2026Q1: 49,907 shares; 2026Q2: 46,307 shares 46,307 $3.55M 0.05% -3,600 Timeline CERY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 31,776 shares; 2025Q1: 70,480 shares; 2025Q2: 49,127 shares; 2025Q3: 82,675 shares; 2025Q4: 68,017 shares; 2026Q1: 94,410 shares; 2026Q2: 106,238 shares 106,238 $3.55M 0.05% +11,828 Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,104 shares; 2024Q4: 22,152 shares; 2025Q1: 21,309 shares; 2025Q2: 37,116 shares; 2025Q3: 45,252 shares; 2025Q4: 55,810 shares; 2026Q1: 73,478 shares; 2026Q2: 78,748 shares 78,748 $3.55M 0.05% +5,270 Timeline FXU FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 218,477 shares; 2024Q4: 214,270 shares; 2025Q1: 12,248 shares; 2025Q2: 19,443 shares; 2025Q3: 7,423 shares; 2025Q4: 7,953 shares; 2026Q1: 27,676 shares; 2026Q2: 71,904 shares 71,904 $3.55M 0.05% +44,228 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,162 shares; 2024Q4: 3,187 shares; 2025Q1: 3,254 shares; 2025Q2: 1,387 shares; 2025Q3: 1,616 shares; 2025Q4: 14,312 shares; 2026Q1: 17,774 shares; 2026Q2: 18,803 shares 18,803 $3.54M 0.05% +1,029 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,717 shares; 2024Q4: 99,211 shares; 2025Q1: 250,423 shares; 2025Q2: 340,758 shares; 2025Q3: 356,002 shares; 2025Q4: 376,866 shares; 2026Q1: 85,700 shares; 2026Q2: 87,867 shares 87,867 $3.53M 0.05% +2,167 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,103 shares; 2024Q4: 11,672 shares; 2025Q1: 11,478 shares; 2025Q2: 14,933 shares; 2025Q3: 15,611 shares; 2025Q4: 17,568 shares; 2026Q1: 36,166 shares; 2026Q2: 39,522 shares 39,522 $3.52M 0.05% +3,356 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 41 shares; 2025Q2: 38 shares; 2025Q3: 75 shares; 2025Q4: 58 shares; 2026Q1: 230 shares; 2026Q2: 1,534 shares 1,534 $3.49M 0.05% +1,304 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,781 shares; 2024Q4: 62,122 shares; 2025Q1: 35,859 shares; 2025Q2: 35,890 shares; 2025Q3: 37,300 shares; 2025Q4: 78,574 shares; 2026Q1: 129,551 shares; 2026Q2: 152,970 shares 152,970 $3.48M 0.05% +23,419 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,320 shares; 2024Q4: 6,558 shares; 2025Q1: 6,394 shares; 2025Q2: 4,892 shares; 2025Q3: 7,597 shares; 2025Q4: 7,835 shares; 2026Q1: 16,371 shares; 2026Q2: 16,072 shares 16,072 $3.48M 0.05% -299 Timeline DXUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 51,124 shares; 2026Q2: 51,847 shares 51,847 $3.45M 0.05% +723 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,222 shares; 2024Q4: 23,962 shares; 2025Q1: 24,199 shares; 2025Q2: 22,807 shares; 2025Q3: 25,008 shares; 2025Q4: 24,339 shares; 2026Q1: 25,052 shares; 2026Q2: 25,145 shares 25,145 $3.43M 0.05% +93 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,141 shares; 2024Q4: 16,632 shares; 2025Q1: 16,459 shares; 2025Q2: 17,192 shares; 2025Q3: 16,239 shares; 2025Q4: 14,811 shares; 2026Q1: 35,995 shares; 2026Q2: 32,953 shares 32,953 $3.43M 0.05% -3,042 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,375 shares; 2024Q4: 5,462 shares; 2025Q1: 5,038 shares; 2025Q2: 5,348 shares; 2025Q3: 59,853 shares; 2025Q4: 61,230 shares; 2026Q1: 81,622 shares; 2026Q2: 84,333 shares 84,333 $3.42M 0.05% +2,711 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,633 shares; 2024Q4: 10,712 shares; 2025Q1: 10,270 shares; 2025Q2: 8,745 shares; 2025Q3: 8,243 shares; 2025Q4: 11,919 shares; 2026Q1: 16,022 shares; 2026Q2: 29,141 shares 29,141 $3.42M 0.05% +13,119 Timeline PSFF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,320 shares; 2024Q4: 101,655 shares; 2025Q1: 141,202 shares; 2025Q2: 176,181 shares; 2025Q3: 194,623 shares; 2025Q4: 99,291 shares; 2026Q1: 98,933 shares; 2026Q2: 99,327 shares 99,327 $3.41M 0.05% +394 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,033 shares; 2024Q4: 62,692 shares; 2025Q1: 66,347 shares; 2025Q2: 66,579 shares; 2025Q3: 77,693 shares; 2025Q4: 97,829 shares; 2026Q1: 143,430 shares; 2026Q2: 141,011 shares 141,011 $3.4M 0.05% -2,419 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,512 shares; 2024Q4: 9,536 shares; 2025Q1: 13,766 shares; 2025Q2: 29,108 shares; 2025Q3: 30,841 shares; 2025Q4: 29,151 shares; 2026Q1: 40,388 shares; 2026Q2: 40,401 shares 40,401 $3.38M 0.05% +13 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,183 shares; 2024Q4: 25,839 shares; 2025Q1: 30,501 shares; 2025Q2: 45,522 shares; 2025Q3: 63,748 shares; 2025Q4: 66,017 shares; 2026Q1: 69,530 shares; 2026Q2: 77,615 shares 77,615 $3.38M 0.05% +8,085 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,195 shares; 2024Q4: 2,003 shares; 2025Q1: 3,081 shares; 2025Q2: 3,458 shares; 2025Q3: 956 shares; 2025Q4: 640 shares; 2026Q1: 1,201 shares; 2026Q2: 19,360 shares 19,360 $3.36M 0.05% +18,159 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 499,467 shares; 2024Q4: 299,782 shares; 2025Q1: 279,535 shares; 2025Q2: 252,649 shares; 2025Q3: 83,279 shares; 2025Q4: 68,556 shares; 2026Q1: 84,497 shares; 2026Q2: 76,889 shares 76,889 $3.35M 0.05% -7,608 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,345 shares; 2024Q4: 8,180 shares; 2025Q1: 8,512 shares; 2025Q2: 7,878 shares; 2025Q3: 8,224 shares; 2025Q4: 7,473 shares; 2026Q1: 24,641 shares; 2026Q2: 25,620 shares 25,620 $3.35M 0.05% +979 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,867 shares; 2024Q4: 15,166 shares; 2025Q1: 15,491 shares; 2025Q2: 14,959 shares; 2025Q3: 17,607 shares; 2025Q4: 21,840 shares; 2026Q1: 28,253 shares; 2026Q2: 30,477 shares 30,477 $3.35M 0.05% +2,224 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 117,356 shares; 2024Q4: 175,943 shares; 2025Q1: 129,060 shares; 2025Q2: 124,046 shares; 2025Q3: 124,842 shares; 2025Q4: 133,037 shares; 2026Q1: 186,158 shares; 2026Q2: 86,895 shares 86,895 $3.32M 0.04% -99,263 Timeline FYC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,582 shares; 2024Q4: 3,917 shares; 2025Q1: 20,267 shares; 2025Q2: 19,622 shares; 2025Q3: 19,551 shares; 2025Q4: 20,988 shares; 2026Q1: 25,702 shares; 2026Q2: 26,063 shares 26,063 $3.32M 0.04% +361 Timeline XMLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,715 shares; 2024Q4: 32,194 shares; 2025Q1: 32,696 shares; 2025Q2: 33,061 shares; 2025Q3: 31,791 shares; 2025Q4: 40,156 shares; 2026Q1: 50,488 shares; 2026Q2: 49,869 shares 49,869 $3.31M 0.04% -619 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,507 shares; 2024Q4: 52,323 shares; 2025Q1: 53,594 shares; 2025Q2: 55,620 shares; 2025Q3: 57,036 shares; 2025Q4: 56,669 shares; 2026Q1: 59,337 shares; 2026Q2: 60,404 shares 60,404 $3.3M 0.04% +1,067 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,988 shares; 2024Q4: 22,415 shares; 2025Q1: 21,251 shares; 2025Q2: 21,556 shares; 2025Q3: 21,384 shares; 2025Q4: 22,744 shares; 2026Q1: 36,312 shares; 2026Q2: 34,169 shares 34,169 $3.3M 0.04% -2,143 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,681 shares; 2024Q4: 27,650 shares; 2025Q1: 27,925 shares; 2025Q2: 31,037 shares; 2025Q3: 38,783 shares; 2025Q4: 49,054 shares; 2026Q1: 53,685 shares; 2026Q2: 47,802 shares 47,802 $3.3M 0.04% -5,883 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 119,523 shares; 2024Q4: 120,632 shares; 2025Q1: 149,978 shares; 2025Q2: 151,956 shares; 2025Q3: 160,940 shares; 2025Q4: 129,697 shares; 2026Q1: 172,914 shares; 2026Q2: 172,280 shares 172,280 $3.29M 0.04% -634 Timeline MGOV FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 146,290 shares; 2024Q4: 75,141 shares; 2025Q1: 72,914 shares; 2025Q2: 80,339 shares; 2025Q3: 127,951 shares; 2025Q4: 154,185 shares; 2026Q1: 167,459 shares; 2026Q2: 163,146 shares 163,146 $3.29M 0.04% -4,313 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,737 shares; 2024Q4: 54,260 shares; 2025Q1: 52,345 shares; 2025Q2: 50,008 shares; 2025Q3: 3,799 shares; 2025Q4: 24,608 shares; 2026Q1: 26,923 shares; 2026Q2: 28,041 shares 28,041 $3.29M 0.04% +1,118 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,161 shares; 2024Q4: 32,344 shares; 2025Q1: 35,549 shares; 2025Q2: 45,167 shares; 2025Q3: 44,984 shares; 2025Q4: 44,543 shares; 2026Q1: 46,133 shares; 2026Q2: 47,233 shares 47,233 $3.28M 0.04% +1,100 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,856 shares; 2025Q1: 3,038 shares; 2025Q2: 3,230 shares; 2025Q3: 3,367 shares; 2025Q4: 3,320 shares; 2026Q1: 8,193 shares; 2026Q2: 7,562 shares 7,562 $3.28M 0.04% -631 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,560 shares; 2024Q4: 20,918 shares; 2025Q1: 20,909 shares; 2025Q2: 184,668 shares; 2025Q3: 88,525 shares; 2025Q4: 71,140 shares; 2026Q1: 74,763 shares; 2026Q2: 77,245 shares 77,245 $3.26M 0.04% +2,482 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; 2024Q3: 1,112 shares; 2024Q4: 1,388 shares; 2025Q1: 1,653 shares; 2025Q2: 2,148 shares; 2025Q3: 3,471 shares; 2025Q4: 5,176 shares; 2026Q1: 6,829 shares; 2026Q2: 19,649 shares 19,649 $3.25M 0.04% +12,820 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,207 shares; 2024Q4: 34,857 shares; 2025Q1: 56,366 shares; 2025Q2: 59,358 shares; 2025Q3: 59,024 shares; 2025Q4: 71,435 shares; 2026Q1: 80,732 shares; 2026Q2: 107,453 shares 107,453 $3.24M 0.04% +26,721 Timeline ZFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 108,721 shares; 2025Q2: 138,582 shares; 2025Q3: 137,840 shares; 2025Q4: 119,765 shares; 2026Q1: 124,706 shares; 2026Q2: 124,394 shares 124,394 $3.23M 0.04% -312 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 415 shares; 2024Q4: 442 shares; 2025Q1: 397 shares; 2025Q2: 453 shares; 2025Q3: 625 shares; 2025Q4: 685 shares; 2026Q1: 1,547 shares; 2026Q2: 1,619 shares 1,619 $3.22M 0.04% +72 Timeline DMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,707 shares; 2024Q4: 49,586 shares; 2025Q1: 49,186 shares; 2025Q2: 52,659 shares; 2025Q3: 49,193 shares; 2025Q4: 49,497 shares; 2026Q1: 65,046 shares; 2026Q2: 68,288 shares 68,288 $3.22M 0.04% +3,242 Timeline FJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,691 shares; 2024Q4: 56,559 shares; 2025Q1: 50,065 shares; 2025Q2: 47,131 shares; 2025Q3: 44,403 shares; 2025Q4: 44,394 shares; 2026Q1: 49,351 shares; 2026Q2: 53,661 shares 53,661 $3.22M 0.04% +4,310 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 441 shares; 2024Q4: 647 shares; 2025Q1: 647 shares; 2025Q2: 39,910 shares; 2025Q3: 41,902 shares; 2025Q4: 43,750 shares; 2026Q1: 44,966 shares; 2026Q2: 47,572 shares 47,572 $3.21M 0.04% +2,606 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,302 shares; 2024Q4: 5,420 shares; 2025Q1: 5,560 shares; 2025Q2: 5,808 shares; 2025Q3: 6,010 shares; 2025Q4: 6,014 shares; 2026Q1: 9,614 shares; 2026Q2: 9,475 shares 9,475 $3.2M 0.04% -139 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,418 shares; 2024Q4: 10,948 shares; 2025Q1: 16,373 shares; 2025Q2: 4,418 shares; 2025Q3: 5,971 shares; 2025Q4: 20,721 shares; 2026Q1: 71,246 shares; 2026Q2: 87,912 shares 87,912 $3.2M 0.04% +16,666 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,171 shares; 2024Q4: 2,833 shares; 2025Q1: 3,010 shares; 2025Q2: 2,990 shares; 2025Q3: 3,338 shares; 2025Q4: 9,579 shares; 2026Q1: 10,754 shares; 2026Q2: 10,720 shares 10,720 $3.2M 0.04% -34 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,636 shares; 2024Q4: 2,957 shares; 2025Q1: 4,417 shares; 2025Q2: 9,424 shares; 2025Q3: 11,717 shares; 2025Q4: 9,400 shares; 2026Q1: 13,413 shares; 2026Q2: 12,858 shares 12,858 $3.19M 0.04% -555 Timeline BUFT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,260 shares; 2024Q4: 6,260 shares; 2025Q1: 6,260 shares; 2025Q2: 6,260 shares; 2025Q3: 94,913 shares; 2025Q4: 107,399 shares; 2026Q1: 121,019 shares; 2026Q2: 122,626 shares 122,626 $3.17M 0.04% +1,607 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,956 shares; 2024Q4: 25,812 shares; 2025Q1: 24,072 shares; 2025Q2: 31,011 shares; 2025Q3: 34,273 shares; 2025Q4: 36,288 shares; 2026Q1: 58,203 shares; 2026Q2: 73,233 shares 73,233 $3.17M 0.04% +15,030 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,121 shares; 2024Q4: 9,438 shares; 2025Q1: 8,458 shares; 2025Q2: 5,113 shares; 2025Q3: 4,892 shares; 2025Q4: 4,891 shares; 2026Q1: 34,551 shares; 2026Q2: 33,807 shares 33,807 $3.17M 0.04% -744 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 818 shares; 2024Q4: 831 shares; 2025Q1: 831 shares; 2025Q2: 14,489 shares; 2025Q3: 17,962 shares; 2025Q4: 18,768 shares; 2026Q1: 77,070 shares; 2026Q2: 62,550 shares 62,550 $3.17M 0.04% -14,520 Timeline QDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 95,697 shares; 2024Q4: 100,143 shares; 2025Q1: 101,734 shares; 2025Q2: 93,023 shares; 2025Q3: 89,262 shares; 2025Q4: 91,419 shares; 2026Q1: 86,950 shares; 2026Q2: 88,841 shares 88,841 $3.16M 0.04% +1,891 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,461 shares; 2024Q4: 2,498 shares; 2025Q1: 6,799 shares; 2025Q2: 2,307 shares; 2025Q3: 1,920 shares; 2025Q4: 592 shares; 2026Q1: 68,574 shares; 2026Q2: 67,150 shares 67,150 $3.15M 0.04% -1,424 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,326 shares; 2024Q4: 22,953 shares; 2025Q1: 4,000 shares; 2025Q2: 11,101 shares; 2025Q3: 13,395 shares; 2025Q4: 4,413 shares; 2026Q1: 13,907 shares; 2026Q2: 32,693 shares 32,693 $3.15M 0.04% +18,786 Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 112 shares; 2024Q4: 112 shares; 2025Q1: 7,379 shares; 2025Q2: 8,108 shares; 2025Q3: 8,140 shares; 2025Q4: 8,779 shares; 2026Q1: 39,610 shares; 2026Q2: 40,425 shares 40,425 $3.13M 0.04% +815 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,928 shares; 2024Q4: 68,241 shares; 2025Q1: 64,189 shares; 2025Q2: 69,790 shares; 2025Q3: 58,830 shares; 2025Q4: 56,151 shares; 2026Q1: 81,574 shares; 2026Q2: 93,345 shares 93,345 $3.12M 0.04% +11,771 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,426 shares; 2024Q4: 21,864 shares; 2025Q1: 17,088 shares; 2025Q2: 16,393 shares; 2025Q3: 11,148 shares; 2025Q4: 10,847 shares; 2026Q1: 25,249 shares; 2026Q2: 28,856 shares 28,856 $3.11M 0.04% +3,607 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,906 shares; 2024Q4: 8,453 shares; 2025Q1: 9,298 shares; 2025Q2: 9,329 shares; 2025Q3: 9,320 shares; 2025Q4: 7,635 shares; 2026Q1: 11,125 shares; 2026Q2: 11,305 shares 11,305 $3.08M 0.04% +180 Timeline DDFY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 153,054 shares 153,054 $3.07M 0.04% new Timeline FOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,572 shares; 2024Q4: 12,130 shares; 2025Q1: 11,880 shares; 2025Q2: 13,323 shares; 2025Q3: 10,892 shares; 2025Q4: 46,404 shares; 2026Q1: 66,953 shares; 2026Q2: 58,447 shares 58,447 $3.06M 0.04% -8,506 Timeline QGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,537 shares; 2024Q4: 14,082 shares; 2025Q1: 23,041 shares; 2025Q2: 25,298 shares; 2025Q3: 30,468 shares; 2025Q4: 32,496 shares; 2026Q1: 38,373 shares; 2026Q2: 46,133 shares 46,133 $3.05M 0.04% +7,760 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 105,037 shares; 2024Q4: 92,277 shares; 2025Q1: 91,681 shares; 2025Q2: 90,592 shares; 2025Q3: 87,654 shares; 2025Q4: 96,766 shares; 2026Q1: 109,127 shares; 2026Q2: 112,058 shares 112,058 $3.03M 0.04% +2,931 Timeline QDIV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,011 shares; 2024Q4: 48,367 shares; 2025Q1: 53,443 shares; 2025Q2: 58,142 shares; 2025Q3: 63,433 shares; 2025Q4: 68,528 shares; 2026Q1: 77,772 shares; 2026Q2: 81,196 shares 81,196 $3.02M 0.04% +3,424 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,739 shares; 2024Q4: 70,570 shares; 2025Q1: 63,126 shares; 2025Q2: 67,290 shares; 2025Q3: 64,375 shares; 2025Q4: 65,305 shares; 2026Q1: 83,119 shares; 2026Q2: 81,791 shares 81,791 $3.02M 0.04% -1,328 Timeline ALLW SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 87 shares; 2025Q2: 114 shares; 2025Q3: 7,601 shares; 2025Q4: 10,884 shares; 2026Q1: 93,411 shares; 2026Q2: 103,016 shares 103,016 $3.02M 0.04% +9,605 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,421 shares 13,421 $3M 0.04% new Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,588 shares; 2024Q4: 5,357 shares; 2025Q1: 5,269 shares; 2025Q2: 5,221 shares; 2025Q3: 5,267 shares; 2025Q4: 6,118 shares; 2026Q1: 8,658 shares; 2026Q2: 8,295 shares 8,295 $3M 0.04% -363 Timeline FISR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83,943 shares; 2024Q4: 58,861 shares; 2025Q1: 66,191 shares; 2025Q2: 113,105 shares; 2025Q3: 48,160 shares; 2025Q4: 77,039 shares; 2026Q1: 121,367 shares; 2026Q2: 116,908 shares 116,908 $3M 0.04% -4,459 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,083 shares; 2024Q4: 1,756 shares; 2025Q1: 1,537 shares; 2025Q2: 1,441 shares; 2025Q3: 1,012 shares; 2025Q4: 9,959 shares; 2026Q1: 9,559 shares; 2026Q2: 8,791 shares 8,791 $3M 0.04% -768 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4 shares; 2026Q2: 4 shares 4 $3M 0.04% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,559 shares; 2024Q4: 10,235 shares; 2025Q1: 9,163 shares; 2025Q2: 8,210 shares; 2025Q3: 8,387 shares; 2025Q4: 8,995 shares; 2026Q1: 18,891 shares; 2026Q2: 18,461 shares 18,461 $2.99M 0.04% -430 Timeline XRNPX COHEN & STEERS REIT & PFD & More: the full row for COHEN & STEERS REIT & PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83,558 shares; 2024Q4: 85,115 shares; 2025Q1: 85,158 shares; 2025Q2: 119,704 shares; 2025Q3: 124,428 shares; 2025Q4: 129,942 shares; 2026Q1: 147,240 shares; 2026Q2: 147,035 shares 147,035 $2.98M 0.04% -205 Timeline DOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,255 shares; 2024Q4: 47,737 shares; 2025Q1: 41,772 shares; 2025Q2: 42,056 shares; 2025Q3: 44,311 shares; 2025Q4: 49,641 shares; 2026Q1: 69,287 shares; 2026Q2: 63,933 shares 63,933 $2.98M 0.04% -5,354 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,751 shares; 2024Q4: 6,276 shares; 2025Q1: 5,815 shares; 2025Q2: 9,653 shares; 2025Q3: 10,430 shares; 2025Q4: 17,957 shares; 2026Q1: 27,344 shares; 2026Q2: 53,055 shares 53,055 $2.98M 0.04% +25,711 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,414 shares; 2024Q4: 41,356 shares; 2025Q1: 43,661 shares; 2025Q2: 49,609 shares; 2025Q3: 53,129 shares; 2025Q4: 60,062 shares; 2026Q1: 97,291 shares; 2026Q2: 97,720 shares 97,720 $2.98M 0.04% +429 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,414 shares 13,414 $2.97M 0.04% new Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,296 shares; 2024Q4: 8,739 shares; 2025Q1: 9,681 shares; 2025Q2: 9,246 shares; 2025Q3: 9,213 shares; 2025Q4: 58,999 shares; 2026Q1: 51,693 shares; 2026Q2: 51,104 shares 51,104 $2.96M 0.04% -589 Timeline DAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,440 shares; 2024Q4: 49,740 shares; 2025Q1: 49,458 shares; 2025Q2: 74,242 shares; 2025Q3: 63,907 shares; 2025Q4: 63,859 shares; 2026Q1: 58,763 shares; 2026Q2: 72,060 shares 72,060 $2.95M 0.04% +13,297 Timeline UUP INVESCO DB US DLR INDEX TR More: the full row for INVESCO DB US DLR INDEX TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 422 shares; 2024Q4: 422 shares; 2025Q1: 422 shares; 2025Q2: 422 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 117,846 shares; 2026Q2: 103,204 shares 103,204 $2.93M 0.04% -14,642 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,407 shares; 2024Q4: 4,772 shares; 2025Q1: 4,670 shares; 2025Q2: 4,755 shares; 2025Q3: 4,748 shares; 2025Q4: 4,344 shares; 2026Q1: 10,455 shares; 2026Q2: 11,440 shares 11,440 $2.92M 0.04% +985 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,989 shares; 2024Q4: 4,616 shares; 2025Q1: 4,246 shares; 2025Q2: 4,071 shares; 2025Q3: 4,732 shares; 2025Q4: 4,859 shares; 2026Q1: 8,525 shares; 2026Q2: 8,535 shares 8,535 $2.91M 0.04% +10 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,868 shares; 2024Q4: 7,066 shares; 2025Q1: 2,343 shares; 2025Q2: 3,131 shares; 2025Q3: 4,835 shares; 2025Q4: 5,912 shares; 2026Q1: 33,177 shares; 2026Q2: 36,316 shares 36,316 $2.9M 0.04% +3,139 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,546 shares; 2024Q4: 38,749 shares; 2025Q1: 36,371 shares; 2025Q2: 35,610 shares; 2025Q3: 53,018 shares; 2025Q4: 53,561 shares; 2026Q1: 57,829 shares; 2026Q2: 63,387 shares 63,387 $2.9M 0.04% +5,558 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,978 shares; 2024Q4: 22,442 shares; 2025Q1: 21,512 shares; 2025Q2: 17,516 shares; 2025Q3: 18,505 shares; 2025Q4: 18,430 shares; 2026Q1: 31,965 shares; 2026Q2: 30,055 shares 30,055 $2.89M 0.04% -1,910 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,067 shares; 2024Q4: 29,302 shares; 2025Q1: 30,284 shares; 2025Q2: 29,392 shares; 2025Q3: 32,947 shares; 2025Q4: 32,945 shares; 2026Q1: 52,185 shares; 2026Q2: 50,112 shares 50,112 $2.89M 0.04% -2,073 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,579 shares; 2024Q4: 10,140 shares; 2025Q1: 10,072 shares; 2025Q2: 12,340 shares; 2025Q3: 12,605 shares; 2025Q4: 20,119 shares; 2026Q1: 13,675 shares; 2026Q2: 14,344 shares 14,344 $2.88M 0.04% +669 Timeline ASB ASSOCIATED BANC-CORP More: the full row for ASSOCIATED BANC-CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,674 shares; 2024Q4: 43,504 shares; 2025Q1: 42,938 shares; 2025Q2: 39,088 shares; 2025Q3: 38,062 shares; 2025Q4: 39,046 shares; 2026Q1: 92,942 shares; 2026Q2: 93,175 shares 93,175 $2.87M 0.04% +233 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,511 shares; 2024Q4: 1,467 shares; 2025Q1: 1,337 shares; 2025Q2: 1,185 shares; 2025Q3: 1,176 shares; 2025Q4: 1,152 shares; 2026Q1: 2,921 shares; 2026Q2: 2,920 shares 2,920 $2.86M 0.04% -1 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,431 shares; 2024Q4: 9,325 shares; 2025Q1: 9,632 shares; 2025Q2: 8,697 shares; 2025Q3: 9,606 shares; 2025Q4: 9,369 shares; 2026Q1: 16,111 shares; 2026Q2: 15,451 shares 15,451 $2.86M 0.04% -660 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,648 shares; 2024Q4: 23,499 shares; 2025Q1: 25,381 shares; 2025Q2: 25,741 shares; 2025Q3: 22,560 shares; 2025Q4: 23,122 shares; 2026Q1: 36,171 shares; 2026Q2: 26,338 shares 26,338 $2.82M 0.04% -9,833 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,090 shares; 2024Q4: 7,987 shares; 2025Q1: 7,373 shares; 2025Q2: 7,304 shares; 2025Q3: 7,156 shares; 2025Q4: 19,521 shares; 2026Q1: 23,884 shares; 2026Q2: 22,237 shares 22,237 $2.81M 0.04% -1,647 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,989 shares; 2024Q4: 52,195 shares; 2025Q1: 51,960 shares; 2025Q2: 51,238 shares; 2025Q3: 53,322 shares; 2025Q4: 53,770 shares; 2026Q1: 58,208 shares; 2026Q2: 64,107 shares 64,107 $2.81M 0.04% +5,899 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,251 shares; 2024Q4: 6,275 shares; 2025Q1: 6,490 shares; 2025Q2: 7,478 shares; 2025Q3: 7,306 shares; 2025Q4: 58,558 shares; 2026Q1: 57,422 shares; 2026Q2: 50,515 shares 50,515 $2.81M 0.04% -6,907 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,095 shares; 2024Q4: 22,690 shares; 2025Q1: 22,709 shares; 2025Q2: 22,213 shares; 2025Q3: 24,133 shares; 2025Q4: 22,475 shares; 2026Q1: 34,243 shares; 2026Q2: 34,891 shares 34,891 $2.8M 0.04% +648 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 209 shares; 2024Q4: 210 shares; 2025Q1: 226 shares; 2025Q2: 227 shares; 2025Q3: 253 shares; 2025Q4: 322 shares; 2026Q1: 1,142 shares; 2026Q2: 1,399 shares 1,399 $2.77M 0.04% +257 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,214 shares; 2024Q4: 1,214 shares; 2025Q1: 1,388 shares; 2025Q2: 1,274 shares; 2025Q3: 1,309 shares; 2025Q4: 21,222 shares; 2026Q1: 23,277 shares; 2026Q2: 25,147 shares 25,147 $2.77M 0.04% +1,870 Timeline ZNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 89,182 shares; 2026Q1: 113,373 shares; 2026Q2: 100,175 shares 100,175 $2.75M 0.04% -13,198 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,550 shares; 2024Q4: 16,742 shares; 2025Q1: 16,269 shares; 2025Q2: 17,302 shares; 2025Q3: 19,608 shares; 2025Q4: 22,515 shares; 2026Q1: 27,611 shares; 2026Q2: 28,418 shares 28,418 $2.74M 0.04% +807 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,860 shares; 2024Q4: 2,037 shares; 2025Q1: 1,978 shares; 2025Q2: 2,218 shares; 2025Q3: 2,228 shares; 2025Q4: 2,113 shares; 2026Q1: 7,134 shares; 2026Q2: 6,891 shares 6,891 $2.73M 0.04% -243 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,003 shares; 2024Q4: 13,191 shares; 2025Q1: 8,722 shares; 2025Q2: 8,249 shares; 2025Q3: 8,856 shares; 2025Q4: 8,504 shares; 2026Q1: 20,305 shares; 2026Q2: 20,206 shares 20,206 $2.72M 0.04% -99 Timeline VICR VICOR CORP More: the full row for VICOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 240 shares; 2024Q4: 240 shares; 2025Q1: 240 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 293 shares; 2026Q1: 25 shares; 2026Q2: 7,134 shares 7,134 $2.71M 0.04% +7,109 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; 2024Q3: 3,848 shares; 2024Q4: 4,233 shares; 2025Q1: 4,372 shares; 2025Q2: 4,377 shares; 2025Q3: 4,340 shares; 2025Q4: 4,306 shares; 2026Q1: 24,136 shares; 2026Q2: 24,102 shares 24,102 $2.7M 0.04% -34 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,332 shares; 2024Q4: 2,203 shares; 2025Q1: 2,618 shares; 2025Q2: 5,631 shares; 2025Q3: 5,754 shares; 2025Q4: 5,184 shares; 2026Q1: 11,567 shares; 2026Q2: 10,942 shares 10,942 $2.69M 0.04% -625 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,836 shares; 2024Q4: 8,728 shares; 2025Q1: 7,822 shares; 2025Q2: 6,972 shares; 2025Q3: 7,545 shares; 2025Q4: 23,115 shares; 2026Q1: 28,159 shares; 2026Q2: 29,249 shares 29,249 $2.68M 0.04% +1,090 Timeline DLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,599 shares; 2024Q4: 27,041 shares; 2025Q1: 27,412 shares; 2025Q2: 27,898 shares; 2025Q3: 29,016 shares; 2025Q4: 30,182 shares; 2026Q1: 31,158 shares; 2026Q2: 31,838 shares 31,838 $2.67M 0.04% +680 Timeline PJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,445 shares; 2024Q4: 24,764 shares; 2025Q1: 24,235 shares; 2025Q2: 24,896 shares; 2025Q3: 24,808 shares; 2025Q4: 9,246 shares; 2026Q1: 5,755 shares; 2026Q2: 61,614 shares 61,614 $2.66M 0.04% +55,859 Timeline FNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,618 shares; 2024Q4: 37,042 shares; 2025Q1: 37,056 shares; 2025Q2: 38,247 shares; 2025Q3: 34,956 shares; 2025Q4: 43,158 shares; 2026Q1: 52,198 shares; 2026Q2: 45,467 shares 45,467 $2.66M 0.04% -6,731 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,506 shares; 2024Q4: 13,994 shares; 2025Q1: 12,015 shares; 2025Q2: 11,616 shares; 2025Q3: 11,746 shares; 2025Q4: 11,076 shares; 2026Q1: 11,045 shares; 2026Q2: 13,181 shares 13,181 $2.63M 0.04% +2,136 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,592 shares; 2024Q4: 5,664 shares; 2025Q1: 5,852 shares; 2025Q2: 5,206 shares; 2025Q3: 6,364 shares; 2025Q4: 7,348 shares; 2026Q1: 19,004 shares; 2026Q2: 18,806 shares 18,806 $2.63M 0.04% -198 Timeline RSPU INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,688 shares; 2024Q4: 4,717 shares; 2025Q1: 4,748 shares; 2025Q2: 4,588 shares; 2025Q3: 4,312 shares; 2025Q4: 26,341 shares; 2026Q1: 30,769 shares; 2026Q2: 32,313 shares 32,313 $2.62M 0.04% +1,544 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,334 shares; 2024Q4: 65,966 shares; 2025Q1: 26,427 shares; 2025Q2: 41,053 shares; 2025Q3: 43,985 shares; 2025Q4: 42,412 shares; 2026Q1: 38,806 shares; 2026Q2: 34,131 shares 34,131 $2.61M 0.04% -4,675 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,512 shares; 2024Q4: 46,137 shares; 2025Q1: 43,277 shares; 2025Q2: 27,886 shares; 2025Q3: 62,436 shares; 2025Q4: 74,966 shares; 2026Q1: 97,143 shares; 2026Q2: 94,852 shares 94,852 $2.61M 0.04% -2,291 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,412 shares; 2024Q4: 25,456 shares; 2025Q1: 26,846 shares; 2025Q2: 32,674 shares; 2025Q3: 34,198 shares; 2025Q4: 34,082 shares; 2026Q1: 44,384 shares; 2026Q2: 46,014 shares 46,014 $2.6M 0.04% +1,630 Timeline AFLG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,754 shares; 2025Q1: 17,781 shares; 2025Q2: 24,484 shares; 2025Q3: 25,504 shares; 2025Q4: 25,391 shares; 2026Q1: 37,015 shares; 2026Q2: 59,777 shares 59,777 $2.6M 0.03% +22,762 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,383 shares; 2024Q4: 30,823 shares; 2025Q1: 29,165 shares; 2025Q2: 26,933 shares; 2025Q3: 27,824 shares; 2025Q4: 26,517 shares; 2026Q1: 51,857 shares; 2026Q2: 42,602 shares 42,602 $2.57M 0.03% -9,255 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 202 shares; 2025Q2: 206 shares; 2025Q3: 348 shares; 2025Q4: 1,062 shares; 2026Q1: 4,371 shares; 2026Q2: 5,242 shares 5,242 $2.57M 0.03% +871 Timeline DSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,397 shares; 2024Q4: 37,437 shares; 2025Q1: 37,437 shares; 2025Q2: 36,665 shares; 2025Q3: 36,772 shares; 2025Q4: 34,392 shares; 2026Q1: 55,236 shares; 2026Q2: 54,102 shares 54,102 $2.57M 0.03% -1,134 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,750 shares; 2024Q4: 5,246 shares; 2025Q1: 6,672 shares; 2025Q2: 7,318 shares; 2025Q3: 8,062 shares; 2025Q4: 20,420 shares; 2026Q1: 33,093 shares; 2026Q2: 38,885 shares 38,885 $2.55M 0.03% +5,792 Timeline DJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,187 shares; 2024Q4: 28,538 shares; 2025Q1: 25,480 shares; 2025Q2: 25,606 shares; 2025Q3: 25,659 shares; 2025Q4: 26,050 shares; 2026Q1: 55,802 shares; 2026Q2: 55,829 shares 55,829 $2.54M 0.03% +27 Timeline QJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 105,410 shares; 2024Q4: 104,802 shares; 2025Q1: 95,807 shares; 2025Q2: 89,190 shares; 2025Q3: 86,317 shares; 2025Q4: 82,275 shares; 2026Q1: 83,003 shares; 2026Q2: 75,206 shares 75,206 $2.54M 0.03% -7,797 Timeline BFC BANK FIRST CORP More: the full row for BANK FIRST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,250 shares; 2024Q4: 4,250 shares; 2025Q1: 4,250 shares; 2025Q2: 4,250 shares; 2025Q3: 8,465 shares; 2025Q4: 9,402 shares; 2026Q1: not reported; 2026Q2: 17,049 shares 17,049 $2.53M 0.03% new Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 163 shares; 2024Q4: 163 shares; 2025Q1: 165 shares; 2025Q2: 65 shares; 2025Q3: 12 shares; 2025Q4: 93 shares; 2026Q1: 288 shares; 2026Q2: 2,931 shares 2,931 $2.52M 0.03% +2,643 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,525 shares; 2024Q4: 35,912 shares; 2025Q1: 30,827 shares; 2025Q2: 31,358 shares; 2025Q3: 36,398 shares; 2025Q4: 29,733 shares; 2026Q1: 32,072 shares; 2026Q2: 32,475 shares 32,475 $2.51M 0.03% +403 Timeline DDFL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 315,926 shares; 2025Q4: 167,404 shares; 2026Q1: 200,098 shares; 2026Q2: 117,997 shares 117,997 $2.51M 0.03% -82,101 Timeline CPRA CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 89,974 shares 89,974 $2.49M 0.03% new Timeline AGGY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,112 shares; 2024Q4: 24,299 shares; 2025Q1: 27,773 shares; 2025Q2: 30,920 shares; 2025Q3: 39,949 shares; 2025Q4: 45,385 shares; 2026Q1: 55,864 shares; 2026Q2: 57,002 shares 57,002 $2.48M 0.03% +1,138 Timeline EUDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,411 shares; 2024Q4: 45,965 shares; 2025Q1: 49,723 shares; 2025Q2: 50,277 shares; 2025Q3: 53,751 shares; 2025Q4: 58,728 shares; 2026Q1: 60,588 shares; 2026Q2: 63,449 shares 63,449 $2.47M 0.03% +2,861 Timeline FCEF FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 770 shares; 2024Q4: 770 shares; 2025Q1: 770 shares; 2025Q2: 3,890 shares; 2025Q3: 15,720 shares; 2025Q4: 32,210 shares; 2026Q1: 98,049 shares; 2026Q2: 102,512 shares 102,512 $2.47M 0.03% +4,463 Timeline XIDE FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,354 shares; 2024Q4: 51,979 shares; 2025Q1: 55,731 shares; 2025Q2: 56,803 shares; 2025Q3: 60,940 shares; 2025Q4: 62,399 shares; 2026Q1: 80,512 shares; 2026Q2: 80,243 shares 80,243 $2.44M 0.03% -269 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,425 shares; 2024Q4: 5,629 shares; 2025Q1: 6,500 shares; 2025Q2: 6,846 shares; 2025Q3: 7,505 shares; 2025Q4: 18,537 shares; 2026Q1: 21,009 shares; 2026Q2: 20,760 shares 20,760 $2.43M 0.03% -249 Timeline PATN PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,050 shares; 2026Q1: 39,580 shares; 2026Q2: 64,563 shares 64,563 $2.4M 0.03% +24,983 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 141 shares; 2024Q4: 141 shares; 2025Q1: 141 shares; 2025Q2: 246 shares; 2025Q3: 279 shares; 2025Q4: 520 shares; 2026Q1: 672 shares; 2026Q2: 11,831 shares 11,831 $2.39M 0.03% +11,159 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,218 shares; 2024Q4: 7,079 shares; 2025Q1: 5,649 shares; 2025Q2: 5,544 shares; 2025Q3: 4,560 shares; 2025Q4: 4,710 shares; 2026Q1: 5,602 shares; 2026Q2: 31,314 shares 31,314 $2.38M 0.03% +25,712 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; 2024Q3: 378,500 shares; 2024Q4: 407,183 shares; 2025Q1: 430,178 shares; 2025Q2: 436,295 shares; 2025Q3: 440,163 shares; 2025Q4: 423,953 shares; 2026Q1: 510,519 shares; 2026Q2: 477,739 shares 477,739 $2.38M 0.03% -32,780 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200,678 shares; 2024Q4: 381,920 shares; 2025Q1: 319,305 shares; 2025Q2: 285,123 shares; 2025Q3: 279,929 shares; 2025Q4: 125,564 shares; 2026Q1: 99,143 shares; 2026Q2: 98,202 shares 98,202 $2.37M 0.03% -941 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,159 shares; 2024Q4: 36,184 shares; 2025Q1: 118,881 shares; 2025Q2: 42,606 shares; 2025Q3: 44,425 shares; 2025Q4: 35,776 shares; 2026Q1: 40,253 shares; 2026Q2: 48,916 shares 48,916 $2.36M 0.03% +8,663 Timeline DJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,270 shares; 2024Q4: 37,558 shares; 2025Q1: 35,087 shares; 2025Q2: 36,392 shares; 2025Q3: 36,392 shares; 2025Q4: 35,283 shares; 2026Q1: 38,109 shares; 2026Q2: 47,920 shares 47,920 $2.36M 0.03% +9,811 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,897 shares; 2024Q4: 6,945 shares; 2025Q1: 6,993 shares; 2025Q2: 7,023 shares; 2025Q3: 7,280 shares; 2025Q4: 6,932 shares; 2026Q1: 13,099 shares; 2026Q2: 13,329 shares 13,329 $2.36M 0.03% +230 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,503 shares; 2024Q4: 2,517 shares; 2025Q1: 3,748 shares; 2025Q2: 3,755 shares; 2025Q3: 3,234 shares; 2025Q4: 3,228 shares; 2026Q1: 10,220 shares; 2026Q2: 9,861 shares 9,861 $2.35M 0.03% -359 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,153 shares; 2024Q4: 19,326 shares; 2025Q1: 20,953 shares; 2025Q2: 21,410 shares; 2025Q3: 14,734 shares; 2025Q4: 16,377 shares; 2026Q1: 16,958 shares; 2026Q2: 18,333 shares 18,333 $2.34M 0.03% +1,375 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; 2024Q3: 1,287 shares; 2024Q4: 1,172 shares; 2025Q1: 1,185 shares; 2025Q2: 1,060 shares; 2025Q3: 1,039 shares; 2025Q4: 5,851 shares; 2026Q1: 5,559 shares; 2026Q2: 5,635 shares 5,635 $2.34M 0.03% +76 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,684 shares; 2024Q4: 1,723 shares; 2025Q1: 1,826 shares; 2025Q2: 1,871 shares; 2025Q3: 1,752 shares; 2025Q4: 1,644 shares; 2026Q1: 3,182 shares; 2026Q2: 3,278 shares 3,278 $2.34M 0.03% +96 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; 2024Q3: 13,018 shares; 2024Q4: 21,027 shares; 2025Q1: 31,566 shares; 2025Q2: 43,657 shares; 2025Q3: 51,725 shares; 2025Q4: 52,237 shares; 2026Q1: 194,806 shares; 2026Q2: 198,601 shares 198,601 $2.33M 0.03% +3,795 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,471 shares; 2024Q4: 2,676 shares; 2025Q1: 22,257 shares; 2025Q2: 43,805 shares; 2025Q3: 28,348 shares; 2025Q4: 28,605 shares; 2026Q1: 24,338 shares; 2026Q2: 23,224 shares 23,224 $2.33M 0.03% -1,114 Timeline LGLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,812 shares; 2024Q4: 4,397 shares; 2025Q1: 4,115 shares; 2025Q2: 4,237 shares; 2025Q3: 4,517 shares; 2025Q4: 4,593 shares; 2026Q1: 12,461 shares; 2026Q2: 12,828 shares 12,828 $2.33M 0.03% +367 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,203 shares; 2024Q4: 6,685 shares; 2025Q1: 6,634 shares; 2025Q2: 6,587 shares; 2025Q3: 6,878 shares; 2025Q4: 6,661 shares; 2026Q1: 21,629 shares; 2026Q2: 21,070 shares 21,070 $2.32M 0.03% -559 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,252 shares; 2024Q4: 28,599 shares; 2025Q1: 36,115 shares; 2025Q2: 35,388 shares; 2025Q3: 34,200 shares; 2025Q4: 38,905 shares; 2026Q1: 47,404 shares; 2026Q2: 52,846 shares 52,846 $2.31M 0.03% +5,442 Timeline VIAV VIAVI SOLUTIONS INC More: the full row for VIAVI SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 118 shares; 2024Q4: 118 shares; 2025Q1: 93 shares; 2025Q2: 93 shares; 2025Q3: 103 shares; 2025Q4: 1,303 shares; 2026Q1: 179 shares; 2026Q2: 47,949 shares 47,949 $2.29M 0.03% +47,770 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,051 shares; 2024Q4: 23,845 shares; 2025Q1: 26,943 shares; 2025Q2: 27,009 shares; 2025Q3: 26,606 shares; 2025Q4: 25,708 shares; 2026Q1: 55,882 shares; 2026Q2: 71,588 shares 71,588 $2.29M 0.03% +15,706 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,379 shares; 2024Q4: 35,327 shares; 2025Q1: 30,690 shares; 2025Q2: 47,397 shares; 2025Q3: 32,614 shares; 2025Q4: 74,322 shares; 2026Q1: 79,985 shares; 2026Q2: 86,424 shares 86,424 $2.27M 0.03% +6,439 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 500 shares; 2024Q4: 579 shares; 2025Q1: 14,717 shares; 2025Q2: 15,881 shares; 2025Q3: 17,791 shares; 2025Q4: 18,783 shares; 2026Q1: 21,872 shares; 2026Q2: 22,187 shares 22,187 $2.26M 0.03% +315 Timeline FDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,819 shares; 2024Q4: 32,689 shares; 2025Q1: 31,665 shares; 2025Q2: 35,937 shares; 2025Q3: 33,741 shares; 2025Q4: 41,831 shares; 2026Q1: 48,112 shares; 2026Q2: 41,339 shares 41,339 $2.25M 0.03% -6,773 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,431 shares; 2024Q4: 14,074 shares; 2025Q1: 13,505 shares; 2025Q2: 12,784 shares; 2025Q3: 12,749 shares; 2025Q4: 15,044 shares; 2026Q1: 23,637 shares; 2026Q2: 21,993 shares 21,993 $2.25M 0.03% -1,644 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,803 shares; 2024Q4: 3,652 shares; 2025Q1: 4,272 shares; 2025Q2: 4,482 shares; 2025Q3: 4,515 shares; 2025Q4: 14,080 shares; 2026Q1: 16,960 shares; 2026Q2: 14,800 shares 14,800 $2.24M 0.03% -2,160 Timeline