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HBW ADVISORY SERVICES LLC

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13F filer, CIK 1790525, SIMI VALLEY, CA

HBW ADVISORY SERVICES LLC reported $1,105,425,908 across 463 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-07-16. Its ten largest share positions make up 25.92% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001790525-26-000003

Period
2026-06-30
Reported value
$1.11B
Holdings
463
Top 10 weight
25.92%
New
58
Sold out
39

Largest buys vs the previous quarter

SecurityShares changeApprox. value
ACYNnew+1,182,086$24.6M
PHYLnew+128,680$4.49M
SPMOadded+19,963$3.22M
ULTAadded+7,660$3.18M
AIRRadded+22,490$3M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
QVOYreduced-761,987-$344M
GDMNexited-28,175-$2.85M
AMGNreduced-4,330-$1.57M
JIREreduced-13,424-$1.11M
JEPIreduced-18,336-$1.04M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001790525-26-000003, largest first. % of portfolio is the value over $1,105,425,908, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,159 shares; 2024Q4: 81,593 shares; 2025Q1: 79,424 shares; 2025Q2: 80,606 shares; 2025Q3: 83,025 shares; 2025Q4: 82,977 shares; 2026Q1: 84,557 shares; 2026Q2: 83,738 shares 83,738$57.5M5.2%-819Timeline
SPMOINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 147,005 shares; 2024Q4: 159,163 shares; 2025Q1: 183,192 shares; 2025Q2: 218,875 shares; 2025Q3: 229,405 shares; 2025Q4: 230,500 shares; 2026Q1: 243,249 shares; 2026Q2: 263,212 shares 263,212$42.5M3.85%+19,963Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,548 shares; 2024Q4: 54,342 shares; 2025Q1: 58,044 shares; 2025Q2: 57,541 shares; 2025Q3: 57,732 shares; 2025Q4: 56,535 shares; 2026Q1: 53,779 shares; 2026Q2: 57,393 shares 57,393$42.3M3.82%+3,614Timeline
BUFRFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 278,815 shares; 2024Q4: 306,202 shares; 2025Q1: 354,898 shares; 2025Q2: 389,311 shares; 2025Q3: 414,530 shares; 2025Q4: 524,041 shares; 2026Q1: 650,750 shares; 2026Q2: 679,297 shares 679,297$24.8M2.24%+28,547Timeline
ACYNFIRST TR EXCHANGE-TRADED FDQuarterly 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: 1,182,086 shares 1,182,086$24.6M2.22%newTimeline
JEPIJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 544,628 shares; 2024Q4: 521,370 shares; 2025Q1: 548,219 shares; 2025Q2: 524,375 shares; 2025Q3: 481,341 shares; 2025Q4: 460,502 shares; 2026Q1: 432,895 shares; 2026Q2: 414,559 shares 414,559$23.4M2.12%-18,336Timeline
JPIEJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,134 shares; 2024Q4: 41,810 shares; 2025Q1: 36,924 shares; 2025Q2: 111,041 shares; 2025Q3: 134,431 shares; 2025Q4: 169,953 shares; 2026Q1: 410,617 shares; 2026Q2: 408,821 shares 408,821$18.8M1.7%-1,796Timeline
SPTMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 152,393 shares; 2024Q4: 161,567 shares; 2025Q1: 168,859 shares; 2025Q2: 183,232 shares; 2025Q3: 202,451 shares; 2025Q4: 201,365 shares; 2026Q1: 202,760 shares; 2026Q2: 206,830 shares 206,830$18.8M1.7%+4,070Timeline
COWZPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 378,734 shares; 2024Q4: 398,403 shares; 2025Q1: 434,618 shares; 2025Q2: 419,320 shares; 2025Q3: 399,086 shares; 2025Q4: 314,595 shares; 2026Q1: 267,761 shares; 2026Q2: 272,584 shares 272,584$17M1.53%+4,823Timeline
PAVEGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 362,258 shares; 2024Q4: 362,782 shares; 2025Q1: 397,325 shares; 2025Q2: 366,447 shares; 2025Q3: 361,174 shares; 2025Q4: 352,975 shares; 2026Q1: 284,878 shares; 2026Q2: 287,085 shares 287,085$16.9M1.53%+2,207Timeline
SMHVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,014 shares; 2024Q4: 7,624 shares; 2025Q1: 8,787 shares; 2025Q2: 9,971 shares; 2025Q3: 14,885 shares; 2025Q4: 17,798 shares; 2026Q1: 20,715 shares; 2026Q2: 23,791 shares 23,791$15.6M1.41%+3,076Timeline
MOATVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 140,646 shares; 2024Q4: 142,259 shares; 2025Q1: 166,985 shares; 2025Q2: 161,412 shares; 2025Q3: 159,654 shares; 2025Q4: 170,926 shares; 2026Q1: 148,339 shares; 2026Q2: 149,886 shares 149,886$15.6M1.41%+1,547Timeline
AIRRFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,248 shares; 2025Q2: 14,277 shares; 2025Q3: 47,872 shares; 2025Q4: 78,818 shares; 2026Q1: 88,116 shares; 2026Q2: 110,606 shares 110,606$14.7M1.33%+22,490Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,374 shares; 2024Q4: 42,126 shares; 2025Q1: 37,581 shares; 2025Q2: 47,935 shares; 2025Q3: 48,878 shares; 2025Q4: 47,789 shares; 2026Q1: 46,814 shares; 2026Q2: 49,943 shares 49,943$14.5M1.31%+3,129Timeline
XLKSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,479 shares; 2024Q4: 49,351 shares; 2025Q1: 48,691 shares; 2025Q2: 48,527 shares; 2025Q3: 47,516 shares; 2025Q4: 87,489 shares; 2026Q1: 73,855 shares; 2026Q2: 75,364 shares 75,364$14.4M1.3%+1,509Timeline
RDVYFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 102,639 shares; 2024Q4: 103,495 shares; 2025Q1: 112,869 shares; 2025Q2: 113,678 shares; 2025Q3: 156,957 shares; 2025Q4: 150,199 shares; 2026Q1: 157,213 shares; 2026Q2: 174,558 shares 174,558$14.1M1.28%+17,345Timeline
SCHGSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,062 shares; 2024Q4: 63,330 shares; 2025Q1: 64,754 shares; 2025Q2: 150,269 shares; 2025Q3: 217,257 shares; 2025Q4: 314,904 shares; 2026Q1: 365,315 shares; 2026Q2: 403,078 shares 403,078$13.6M1.23%+37,763Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,413 shares; 2024Q4: 49,258 shares; 2025Q1: 49,412 shares; 2025Q2: 50,568 shares; 2025Q3: 52,046 shares; 2025Q4: 51,108 shares; 2026Q1: 51,058 shares; 2026Q2: 52,234 shares 52,234$12.4M1.13%+1,176Timeline
QQQMINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,686 shares; 2024Q4: 29,976 shares; 2025Q1: 27,408 shares; 2025Q2: 29,313 shares; 2025Q3: 33,375 shares; 2025Q4: 35,106 shares; 2026Q1: 34,075 shares; 2026Q2: 39,990 shares 39,990$12.1M1.1%+5,915Timeline
CGGRCAPITAL GROUP GROWTH ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 98,256 shares; 2024Q4: 101,687 shares; 2025Q1: 117,158 shares; 2025Q2: 138,143 shares; 2025Q3: 193,633 shares; 2025Q4: 233,462 shares; 2026Q1: 242,036 shares; 2026Q2: 249,288 shares 249,288$11.8M1.06%+7,252Timeline
JPSTJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 136,931 shares; 2024Q4: 184,859 shares; 2025Q1: 168,278 shares; 2025Q2: 159,093 shares; 2025Q3: 199,431 shares; 2025Q4: 217,094 shares; 2026Q1: 228,084 shares; 2026Q2: 226,942 shares 226,942$11.5M1.04%-1,142Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,910 shares; 2024Q4: 29,558 shares; 2025Q1: 31,804 shares; 2025Q2: 52,102 shares; 2025Q3: 52,128 shares; 2025Q4: 51,054 shares; 2026Q1: 53,111 shares; 2026Q2: 56,976 shares 56,976$11.4M1.03%+3,865Timeline
UCONFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,827 shares; 2024Q4: 25,616 shares; 2025Q1: 44,422 shares; 2025Q2: 389,311 shares; 2025Q3: 273,589 shares; 2025Q4: 396,584 shares; 2026Q1: 409,888 shares; 2026Q2: 432,069 shares 432,069$10.7M0.97%+22,181Timeline
SCHDSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 101,304 shares; 2024Q4: 299,149 shares; 2025Q1: 299,513 shares; 2025Q2: 327,062 shares; 2025Q3: 337,857 shares; 2025Q4: 328,036 shares; 2026Q1: 331,938 shares; 2026Q2: 332,830 shares 332,830$10.6M0.95%+892Timeline
FTCBFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 208,762 shares; 2024Q4: 224,480 shares; 2025Q1: 305,002 shares; 2025Q2: 328,529 shares; 2025Q3: 360,814 shares; 2025Q4: 473,609 shares; 2026Q1: 489,331 shares; 2026Q2: 506,037 shares 506,037$10.6M0.95%+16,706Timeline
VYMVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,795 shares; 2024Q4: 68,945 shares; 2025Q1: 67,384 shares; 2025Q2: 66,703 shares; 2025Q3: 66,516 shares; 2025Q4: 66,999 shares; 2026Q1: 64,857 shares; 2026Q2: 64,715 shares 64,715$10.2M0.93%-142Timeline
COWGPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,867 shares; 2025Q2: 76,432 shares; 2025Q3: 105,014 shares; 2025Q4: 294,276 shares; 2026Q1: 249,189 shares; 2026Q2: 254,073 shares 254,073$10.2M0.92%+4,884Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,894 shares; 2024Q4: 22,694 shares; 2025Q1: 22,698 shares; 2025Q2: 24,647 shares; 2025Q3: 25,461 shares; 2025Q4: 24,843 shares; 2026Q1: 26,571 shares; 2026Q2: 27,028 shares 27,028$10.1M0.91%+457Timeline
XARSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 515 shares; 2024Q4: 1,321 shares; 2025Q1: 1,137 shares; 2025Q2: 6,795 shares; 2025Q3: 7,285 shares; 2025Q4: 5,021 shares; 2026Q1: 26,679 shares; 2026Q2: 31,696 shares 31,696$8.99M0.81%+5,017Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,553 shares; 2024Q4: 33,155 shares; 2025Q1: 28,358 shares; 2025Q2: 28,683 shares; 2025Q3: 28,690 shares; 2025Q4: 25,939 shares; 2026Q1: 24,411 shares; 2026Q2: 24,736 shares 24,736$8.84M0.8%+325Timeline
GCOWPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94,855 shares; 2024Q4: 98,432 shares; 2025Q1: 92,073 shares; 2025Q2: 88,916 shares; 2025Q3: 112,767 shares; 2025Q4: 137,143 shares; 2026Q1: 163,025 shares; 2026Q2: 196,919 shares 196,919$8.53M0.77%+33,894Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,511 shares; 2024Q4: 30,281 shares; 2025Q1: 14,867 shares; 2025Q2: 14,446 shares; 2025Q3: 14,144 shares; 2025Q4: 16,070 shares; 2026Q1: 20,152 shares; 2026Q2: 21,012 shares 21,012$7.94M0.72%+860Timeline
TRFKPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,732 shares; 2024Q4: 16,121 shares; 2025Q1: 20,366 shares; 2025Q2: 18,760 shares; 2025Q3: 61,308 shares; 2025Q4: 56,396 shares; 2026Q1: 62,280 shares; 2026Q2: 70,560 shares 70,560$7.53M0.68%+8,280Timeline
GRIDFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,390 shares; 2024Q4: 9,496 shares; 2025Q1: 10,128 shares; 2025Q2: 9,995 shares; 2025Q3: 10,193 shares; 2025Q4: 8,268 shares; 2026Q1: 31,394 shares; 2026Q2: 37,812 shares 37,812$7.25M0.66%+6,418Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,463 shares; 2024Q4: 10,395 shares; 2025Q1: 11,497 shares; 2025Q2: 11,810 shares; 2025Q3: 12,116 shares; 2025Q4: 12,073 shares; 2026Q1: 11,837 shares; 2026Q2: 12,006 shares 12,006$6.76M0.61%+169Timeline
ILDRFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 253,745 shares; 2024Q4: 255,026 shares; 2025Q1: 268,405 shares; 2025Q2: 243,547 shares; 2025Q3: 155,344 shares; 2025Q4: 130,904 shares; 2026Q1: 148,261 shares; 2026Q2: 171,316 shares 171,316$6.72M0.61%+23,055Timeline
NUKZEXCHANGE TRADED CONCEPTS TRUQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,801 shares; 2025Q2: 19,922 shares; 2025Q3: 43,678 shares; 2025Q4: 69,852 shares; 2026Q1: 82,843 shares; 2026Q2: 96,731 shares 96,731$6.59M0.6%+13,888Timeline
CGDVCAPITAL GROUP DIVIDEND VALUEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,022 shares; 2025Q2: 36,137 shares; 2025Q3: 52,091 shares; 2025Q4: 88,692 shares; 2026Q1: 112,309 shares; 2026Q2: 123,224 shares 123,224$6.07M0.55%+10,915Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,305 shares; 2024Q4: 18,417 shares; 2025Q1: 14,858 shares; 2025Q2: 15,613 shares; 2025Q3: 13,924 shares; 2025Q4: 14,223 shares; 2026Q1: 13,994 shares; 2026Q2: 13,904 shares 13,904$5.85M0.53%-90Timeline
XLGINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,683 shares; 2024Q4: 73,961 shares; 2025Q1: 65,031 shares; 2025Q2: 81,137 shares; 2025Q3: 83,883 shares; 2025Q4: 86,136 shares; 2026Q1: 83,033 shares; 2026Q2: 91,730 shares 91,730$5.62M0.51%+8,697Timeline
SPABSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 163,973 shares; 2024Q4: 175,841 shares; 2025Q1: 178,604 shares; 2025Q2: 201,640 shares; 2025Q3: 220,389 shares; 2025Q4: 214,141 shares; 2026Q1: 216,766 shares; 2026Q2: 219,883 shares 219,883$5.61M0.51%+3,117Timeline
FTHIFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 17,806 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 213,902 shares; 2025Q4: 217,566 shares; 2026Q1: 219,523 shares; 2026Q2: 226,905 shares 226,905$5.41M0.49%+7,382Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,108 shares; 2024Q4: 16,244 shares; 2025Q1: 17,331 shares; 2025Q2: 17,115 shares; 2025Q3: 16,776 shares; 2025Q4: 16,582 shares; 2026Q1: 15,639 shares; 2026Q2: 15,300 shares 15,300$5.41M0.49%-339Timeline
XMMOINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,305 shares; 2024Q4: 9,050 shares; 2025Q1: 10,339 shares; 2025Q2: 28,278 shares; 2025Q3: 29,216 shares; 2025Q4: 30,033 shares; 2026Q1: 30,176 shares; 2026Q2: 31,622 shares 31,622$5.38M0.49%+1,446Timeline
SPYINEOS ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,013 shares; 2024Q4: 13,445 shares; 2025Q1: 29,107 shares; 2025Q2: 37,822 shares; 2025Q3: 56,070 shares; 2025Q4: 80,260 shares; 2026Q1: 96,087 shares; 2026Q2: 101,141 shares 101,141$5.37M0.49%+5,054Timeline
REMXVANECK ETF TRUSTQuarterly 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: 14,082 shares; 2025Q4: 49,803 shares; 2026Q1: 54,765 shares; 2026Q2: 60,399 shares 60,399$5.35M0.48%+5,634Timeline
EMLPFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 106,727 shares; 2024Q4: 107,717 shares; 2025Q1: 109,795 shares; 2025Q2: 107,640 shares; 2025Q3: 118,476 shares; 2025Q4: 119,417 shares; 2026Q1: 119,153 shares; 2026Q2: 121,932 shares 121,932$5.3M0.48%+2,779Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,857 shares; 2024Q4: 10,151 shares; 2025Q1: 11,267 shares; 2025Q2: 12,422 shares; 2025Q3: 11,737 shares; 2025Q4: 13,479 shares; 2026Q1: 14,954 shares; 2026Q2: 13,689 shares 13,689$5.07M0.46%-1,265Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,945 shares; 2024Q4: 8,551 shares; 2025Q1: 8,700 shares; 2025Q2: 12,115 shares; 2025Q3: 13,049 shares; 2025Q4: 11,633 shares; 2026Q1: 11,596 shares; 2026Q2: 11,519 shares 11,519$4.79M0.43%-77Timeline
ULTAULTA BEAUTY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,820 shares; 2024Q4: 6,478 shares; 2025Q1: 6,208 shares; 2025Q2: 5,217 shares; 2025Q3: 5,073 shares; 2025Q4: 4,696 shares; 2026Q1: 3,859 shares; 2026Q2: 11,519 shares 11,519$4.79M0.43%+7,660Timeline
SPDWSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,298 shares; 2024Q4: 94,311 shares; 2025Q1: 96,659 shares; 2025Q2: 98,072 shares; 2025Q3: 97,313 shares; 2025Q4: 92,195 shares; 2026Q1: 92,697 shares; 2026Q2: 93,707 shares 93,707$4.72M0.43%+1,010Timeline
CGGOCAPITAL GROUP GBL GROWTH EQTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91,021 shares; 2024Q4: 101,100 shares; 2025Q1: 106,525 shares; 2025Q2: 107,700 shares; 2025Q3: 104,114 shares; 2025Q4: 105,987 shares; 2026Q1: 105,411 shares; 2026Q2: 110,219 shares 110,219$4.67M0.42%+4,808Timeline
SHLDGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,104 shares; 2025Q2: 14,209 shares; 2025Q3: 18,107 shares; 2025Q4: 18,206 shares; 2026Q1: 78,996 shares; 2026Q2: 77,089 shares 77,089$4.6M0.42%-1,907Timeline
EVMOMORGAN STANLEY ETF TRUSTQuarterly 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: 80,154 shares; 2025Q4: 88,412 shares; 2026Q1: 87,184 shares; 2026Q2: 91,536 shares 91,536$4.58M0.41%+4,352Timeline
UTGREAVES UTIL INCOME FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,272 shares; 2024Q4: 39,195 shares; 2025Q1: 31,810 shares; 2025Q2: 32,143 shares; 2025Q3: 36,647 shares; 2025Q4: 109,016 shares; 2026Q1: 110,909 shares; 2026Q2: 111,666 shares 111,666$4.55M0.41%+757Timeline
PHYLPGIM ETF TRQuarterly 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: 128,680 shares 128,680$4.49M0.41%newTimeline
JEPQJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,826 shares; 2024Q4: 21,001 shares; 2025Q1: 59,073 shares; 2025Q2: 56,008 shares; 2025Q3: 51,764 shares; 2025Q4: 60,798 shares; 2026Q1: 63,899 shares; 2026Q2: 72,197 shares 72,197$4.44M0.4%+8,298Timeline
GEVGE VERNOVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 810 shares; 2025Q2: 907 shares; 2025Q3: 2,761 shares; 2025Q4: 4,296 shares; 2026Q1: 4,105 shares; 2026Q2: 3,670 shares 3,670$4.31M0.39%-435Timeline
SPRXLISTED FDS TRQuarterly 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: 72,515 shares; 2026Q2: 73,550 shares 73,550$4.26M0.39%+1,035Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,828 shares; 2025Q3: 11,766 shares; 2025Q4: 11,194 shares; 2026Q1: 9,073 shares; 2026Q2: 8,710 shares 8,710$4.16M0.38%-363Timeline
GSEPFIRST TR EXCHNG TRADED FD VIQuarterly 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: 103,710 shares; 2025Q4: 102,684 shares; 2026Q1: 102,244 shares; 2026Q2: 98,898 shares 98,898$4.05M0.37%-3,346Timeline
DIVIFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,557 shares; 2024Q4: 14,051 shares; 2025Q1: 13,680 shares; 2025Q2: 45,253 shares; 2025Q3: 62,261 shares; 2025Q4: 68,707 shares; 2026Q1: 87,464 shares; 2026Q2: 94,753 shares 94,753$4.05M0.37%+7,289Timeline
CCITIGROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,898 shares; 2024Q4: 48,482 shares; 2025Q1: 45,759 shares; 2025Q2: 46,298 shares; 2025Q3: 40,958 shares; 2025Q4: 28,081 shares; 2026Q1: 28,039 shares; 2026Q2: 28,104 shares 28,104$3.93M0.36%+65Timeline
DGRWWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,086 shares; 2024Q4: 47,986 shares; 2025Q1: 40,520 shares; 2025Q2: 41,179 shares; 2025Q3: 41,520 shares; 2025Q4: 41,424 shares; 2026Q1: 42,419 shares; 2026Q2: 41,030 shares 41,030$3.92M0.35%-1,389Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,165 shares; 2024Q4: 14,649 shares; 2025Q1: 13,643 shares; 2025Q2: 11,770 shares; 2025Q3: 12,125 shares; 2025Q4: 11,573 shares; 2026Q1: 10,885 shares; 2026Q2: 11,288 shares 11,288$3.87M0.35%+403Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,489 shares; 2024Q4: 4,308 shares; 2025Q1: 3,454 shares; 2025Q2: 4,398 shares; 2025Q3: 4,753 shares; 2025Q4: 5,003 shares; 2026Q1: 4,664 shares; 2026Q2: 5,165 shares 5,165$3.87M0.35%+501Timeline
PAAAPGIM ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,640 shares; 2026Q1: 70,525 shares; 2026Q2: 75,338 shares 75,338$3.86M0.35%+4,813Timeline
VXFVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,662 shares; 2024Q4: 15,738 shares; 2025Q1: 16,732 shares; 2025Q2: 16,139 shares; 2025Q3: 15,625 shares; 2025Q4: 15,580 shares; 2026Q1: 15,128 shares; 2026Q2: 15,342 shares 15,342$3.78M0.34%+214Timeline
FDVVFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,222 shares; 2024Q4: 50,518 shares; 2025Q1: 40,931 shares; 2025Q2: 55,256 shares; 2025Q3: 54,034 shares; 2025Q4: 56,984 shares; 2026Q1: 54,779 shares; 2026Q2: 58,395 shares 58,395$3.52M0.32%+3,616Timeline
MRKMERCK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,637 shares; 2024Q4: 4,899 shares; 2025Q1: 26,390 shares; 2025Q2: 32,973 shares; 2025Q3: 33,565 shares; 2025Q4: 31,118 shares; 2026Q1: 26,910 shares; 2026Q2: 27,037 shares 27,037$3.47M0.31%+127Timeline
GJANFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,971 shares; 2024Q4: 58,030 shares; 2025Q1: 61,747 shares; 2025Q2: 63,048 shares; 2025Q3: 64,958 shares; 2025Q4: 62,204 shares; 2026Q1: 78,584 shares; 2026Q2: 76,520 shares 76,520$3.45M0.31%-2,064Timeline
XLVSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,310 shares; 2024Q4: 18,297 shares; 2025Q1: 16,657 shares; 2025Q2: 17,434 shares; 2025Q3: 17,458 shares; 2025Q4: 19,218 shares; 2026Q1: 18,814 shares; 2026Q2: 21,244 shares 21,244$3.37M0.3%+2,430Timeline
SDVYFIRST TR EXCHANGE TRADED FDQuarterly 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: 51,867 shares; 2025Q4: 57,026 shares; 2026Q1: 64,371 shares; 2026Q2: 77,849 shares 77,849$3.36M0.3%+13,478Timeline
MOALTRIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,445 shares; 2024Q4: 60,504 shares; 2025Q1: 62,316 shares; 2025Q2: 56,099 shares; 2025Q3: 55,268 shares; 2025Q4: 47,146 shares; 2026Q1: 45,506 shares; 2026Q2: 46,016 shares 46,016$3.31M0.3%+510Timeline
MLPXGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,146 shares; 2024Q4: 18,051 shares; 2025Q1: 23,978 shares; 2025Q2: 36,485 shares; 2025Q3: 40,241 shares; 2025Q4: 40,286 shares; 2026Q1: 37,032 shares; 2026Q2: 44,309 shares 44,309$3.26M0.3%+7,277Timeline
PJANINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,078 shares; 2024Q4: 53,347 shares; 2025Q1: 54,062 shares; 2025Q2: 54,678 shares; 2025Q3: 54,943 shares; 2025Q4: 55,183 shares; 2026Q1: 65,508 shares; 2026Q2: 65,657 shares 65,657$3.25M0.29%+149Timeline
QYLDGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 148,923 shares; 2024Q4: 147,527 shares; 2025Q1: 186,984 shares; 2025Q2: 195,806 shares; 2025Q3: 194,104 shares; 2025Q4: 184,480 shares; 2026Q1: 175,228 shares; 2026Q2: 175,329 shares 175,329$3.23M0.29%+101Timeline
FIXDFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 130,218 shares; 2024Q4: 155,069 shares; 2025Q1: 89,700 shares; 2025Q2: 91,398 shares; 2025Q3: 88,597 shares; 2025Q4: 83,625 shares; 2026Q1: 84,498 shares; 2026Q2: 73,931 shares 73,931$3.22M0.29%-10,567Timeline
SEPQLISTED FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,708 shares; 2025Q1: 36,386 shares; 2025Q2: 38,393 shares; 2025Q3: 56,882 shares; 2025Q4: 91,069 shares; 2026Q1: 107,200 shares; 2026Q2: 112,152 shares 112,152$3.18M0.29%+4,952Timeline
CATCATERPILLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 709 shares; 2024Q4: 716 shares; 2025Q1: 801 shares; 2025Q2: 887 shares; 2025Q3: 2,008 shares; 2025Q4: 3,508 shares; 2026Q1: 3,114 shares; 2026Q2: 2,916 shares 2,916$3.11M0.28%-198Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,212 shares; 2024Q4: 3,631 shares; 2025Q1: 4,645 shares; 2025Q2: 3,981 shares; 2025Q3: 3,254 shares; 2025Q4: 3,577 shares; 2026Q1: 3,553 shares; 2026Q2: 4,104 shares 4,104$3.06M0.28%+551Timeline
AEPAMERICAN ELEC PWR CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,234 shares; 2024Q4: 27,538 shares; 2025Q1: 28,695 shares; 2025Q2: 26,182 shares; 2025Q3: 25,561 shares; 2025Q4: 16,516 shares; 2026Q1: 16,995 shares; 2026Q2: 22,172 shares 22,172$3.03M0.27%+5,177Timeline
JIREJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,939 shares; 2024Q4: 14,981 shares; 2025Q1: 28,019 shares; 2025Q2: 40,264 shares; 2025Q3: 28,830 shares; 2025Q4: 45,561 shares; 2026Q1: 49,925 shares; 2026Q2: 36,501 shares 36,501$3.01M0.27%-13,424Timeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,656 shares; 2024Q4: 23,775 shares; 2025Q1: 25,072 shares; 2025Q2: 23,586 shares; 2025Q3: 25,168 shares; 2025Q4: 23,860 shares; 2026Q1: 21,960 shares; 2026Q2: 22,074 shares 22,074$2.99M0.27%+114Timeline
ASMLASML HLDG NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,112 shares; 2025Q3: 1,954 shares; 2025Q4: 1,822 shares; 2026Q1: 1,477 shares; 2026Q2: 1,465 shares 1,465$2.91M0.26%-12Timeline
SPEMSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,935 shares; 2024Q4: 68,362 shares; 2025Q1: 69,536 shares; 2025Q2: 57,259 shares; 2025Q3: 55,895 shares; 2025Q4: 52,913 shares; 2026Q1: 54,459 shares; 2026Q2: 56,197 shares 56,197$2.91M0.26%+1,738Timeline
VGTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,476 shares; 2024Q4: 1,376 shares; 2025Q1: 1,351 shares; 2025Q2: 1,873 shares; 2025Q3: 2,082 shares; 2025Q4: 2,143 shares; 2026Q1: 2,555 shares; 2026Q2: 24,278 shares 24,278$2.9M0.26%+21,723Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,625 shares; 2024Q4: 17,984 shares; 2025Q1: 19,743 shares; 2025Q2: 20,413 shares; 2025Q3: 20,273 shares; 2025Q4: 15,942 shares; 2026Q1: 16,810 shares; 2026Q2: 17,362 shares 17,362$2.88M0.26%+552Timeline
ENBENBRIDGE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83,379 shares; 2024Q4: 83,970 shares; 2025Q1: 84,820 shares; 2025Q2: 72,516 shares; 2025Q3: 72,283 shares; 2025Q4: 52,385 shares; 2026Q1: 51,455 shares; 2026Q2: 51,199 shares 51,199$2.78M0.25%-256Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,856 shares; 2024Q4: 8,933 shares; 2025Q1: 9,245 shares; 2025Q2: 9,610 shares; 2025Q3: 8,938 shares; 2025Q4: 7,138 shares; 2026Q1: 6,816 shares; 2026Q2: 5,482 shares 5,482$2.74M0.25%-1,334Timeline
BALTINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,841 shares; 2024Q4: 15,033 shares; 2025Q1: 21,643 shares; 2025Q2: 48,355 shares; 2025Q3: 61,715 shares; 2025Q4: 74,125 shares; 2026Q1: 80,769 shares; 2026Q2: 80,024 shares 80,024$2.74M0.25%-745Timeline
OREALTY INCOME CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,413 shares; 2024Q4: 67,170 shares; 2025Q1: 41,785 shares; 2025Q2: 47,186 shares; 2025Q3: 48,889 shares; 2025Q4: 46,278 shares; 2026Q1: 44,645 shares; 2026Q2: 44,145 shares 44,145$2.74M0.25%-500Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,452 shares; 2024Q4: 4,925 shares; 2025Q1: 7,206 shares; 2025Q2: 7,647 shares; 2025Q3: 8,286 shares; 2025Q4: 7,244 shares; 2026Q1: 7,069 shares; 2026Q2: 8,014 shares 8,014$2.62M0.24%+945Timeline
FEMSFIRST TR EXCH TRD ALPHDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,734 shares; 2024Q4: 33,821 shares; 2025Q1: 33,405 shares; 2025Q2: 34,927 shares; 2025Q3: 43,888 shares; 2025Q4: 41,838 shares; 2026Q1: 51,240 shares; 2026Q2: 56,030 shares 56,030$2.56M0.23%+4,790Timeline
OMCOMNICOM GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,617 shares; 2024Q4: 31,278 shares; 2025Q1: 37,100 shares; 2025Q2: 38,000 shares; 2025Q3: 41,950 shares; 2025Q4: 32,320 shares; 2026Q1: 35,372 shares; 2026Q2: 35,072 shares 35,072$2.55M0.23%-300Timeline
IDMOINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,885 shares; 2025Q4: 4,187 shares; 2026Q1: 46,234 shares; 2026Q2: 41,840 shares 41,840$2.52M0.23%-4,394Timeline
TAT&T INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 189,283 shares; 2024Q4: 190,792 shares; 2025Q1: 179,170 shares; 2025Q2: 157,860 shares; 2025Q3: 152,893 shares; 2025Q4: 116,822 shares; 2026Q1: 120,237 shares; 2026Q2: 121,684 shares 121,684$2.52M0.23%+1,447Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,073 shares; 2024Q4: 11,993 shares; 2025Q1: 12,179 shares; 2025Q2: 11,758 shares; 2025Q3: 11,942 shares; 2025Q4: 8,929 shares; 2026Q1: 9,208 shares; 2026Q2: 9,131 shares 9,131$2.47M0.22%-77Timeline
VZVERIZON COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,895 shares; 2024Q4: 83,714 shares; 2025Q1: 90,012 shares; 2025Q2: 77,839 shares; 2025Q3: 78,622 shares; 2025Q4: 59,725 shares; 2026Q1: 58,298 shares; 2026Q2: 57,935 shares 57,935$2.45M0.22%-363Timeline
APPAPPLOVIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 998 shares; 2025Q1: not reported; 2025Q2: 8,629 shares; 2025Q3: 5,762 shares; 2025Q4: 5,115 shares; 2026Q1: 4,710 shares; 2026Q2: 4,598 shares 4,598$2.37M0.21%-112Timeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 235 shares; 2024Q4: 266 shares; 2025Q1: not reported; 2025Q2: 2,092 shares; 2025Q3: 2,436 shares; 2025Q4: 12,181 shares; 2026Q1: 18,445 shares; 2026Q2: 23,280 shares 23,280$2.31M0.21%+4,835Timeline
XLISELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,959 shares; 2024Q4: 12,893 shares; 2025Q1: 12,325 shares; 2025Q2: 12,539 shares; 2025Q3: 12,559 shares; 2025Q4: 12,398 shares; 2026Q1: 12,401 shares; 2026Q2: 12,435 shares 12,435$2.3M0.21%+34Timeline
USBUS BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,726 shares; 2024Q4: 46,088 shares; 2025Q1: 53,608 shares; 2025Q2: 52,487 shares; 2025Q3: 52,478 shares; 2025Q4: 38,083 shares; 2026Q1: 37,572 shares; 2026Q2: 37,704 shares 37,704$2.28M0.21%+132Timeline
TGTTARGET CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,749 shares; 2024Q4: 17,031 shares; 2025Q1: 20,914 shares; 2025Q2: 23,298 shares; 2025Q3: 24,133 shares; 2025Q4: 17,126 shares; 2026Q1: 17,598 shares; 2026Q2: 17,412 shares 17,412$2.27M0.21%-186Timeline
MUMICRON TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,236 shares; 2025Q2: 2,748 shares; 2025Q3: 2,818 shares; 2025Q4: 2,099 shares; 2026Q1: 1,601 shares; 2026Q2: 1,966 shares 1,966$2.27M0.21%+365Timeline
UPSUNITED PARCEL SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,996 shares; 2024Q4: 1,864 shares; 2025Q1: 2,448 shares; 2025Q2: 2,526 shares; 2025Q3: 19,402 shares; 2025Q4: 20,401 shares; 2026Q1: 20,626 shares; 2026Q2: 20,817 shares 20,817$2.24M0.2%+191Timeline
SPYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,331 shares; 2024Q4: 18,799 shares; 2025Q1: 18,986 shares; 2025Q2: 18,815 shares; 2025Q3: 18,510 shares; 2025Q4: 18,679 shares; 2026Q1: 18,407 shares; 2026Q2: 18,459 shares 18,459$2.2M0.2%+52Timeline
CGBLCAPITAL GROUP CORE BALANCEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,592 shares; 2025Q1: 7,997 shares; 2025Q2: 18,755 shares; 2025Q3: 40,074 shares; 2025Q4: 45,475 shares; 2026Q1: 50,516 shares; 2026Q2: 57,612 shares 57,612$2.19M0.2%+7,096Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,583 shares; 2024Q4: 1,625 shares; 2025Q1: 1,648 shares; 2025Q2: 2,107 shares; 2025Q3: 1,761 shares; 2025Q4: 1,329 shares; 2026Q1: 1,237 shares; 2026Q2: 1,822 shares 1,822$2.19M0.2%+585Timeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,741 shares; 2024Q4: 31,531 shares; 2025Q1: 29,903 shares; 2025Q2: 24,351 shares; 2025Q3: 25,236 shares; 2025Q4: 24,107 shares; 2026Q1: 22,342 shares; 2026Q2: 22,665 shares 22,665$2.18M0.2%+323Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,172 shares; 2024Q4: 14,770 shares; 2025Q1: 14,125 shares; 2025Q2: 12,329 shares; 2025Q3: 13,067 shares; 2025Q4: 13,041 shares; 2026Q1: 13,098 shares; 2026Q2: 13,799 shares 13,799$2.16M0.2%+701Timeline
XLFSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,510 shares; 2024Q4: 50,573 shares; 2025Q1: 55,315 shares; 2025Q2: 56,169 shares; 2025Q3: 58,548 shares; 2025Q4: 59,707 shares; 2026Q1: 39,163 shares; 2026Q2: 39,989 shares 39,989$2.14M0.19%+826Timeline
SJMSMUCKER J M COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,302 shares; 2024Q4: not reported; 2025Q1: 18,560 shares; 2025Q2: 17,894 shares; 2025Q3: 18,170 shares; 2025Q4: 15,626 shares; 2026Q1: 18,192 shares; 2026Q2: 19,056 shares 19,056$2.14M0.19%+864Timeline
VYMIVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,351 shares; 2024Q4: 9,280 shares; 2025Q1: 15,539 shares; 2025Q2: 18,429 shares; 2025Q3: 18,935 shares; 2025Q4: 19,216 shares; 2026Q1: 21,540 shares; 2026Q2: 21,357 shares 21,357$2.1M0.19%-183Timeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,972 shares; 2024Q4: not reported; 2025Q1: 4,583 shares; 2025Q2: 28,354 shares; 2025Q3: 29,628 shares; 2025Q4: 29,481 shares; 2026Q1: 26,295 shares; 2026Q2: 28,681 shares 28,681$2.07M0.19%+2,386Timeline
PPAINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,067 shares; 2025Q1: 3,240 shares; 2025Q2: 5,963 shares; 2025Q3: 8,407 shares; 2025Q4: 9,815 shares; 2026Q1: 11,023 shares; 2026Q2: 11,557 shares 11,557$2.04M0.18%+534Timeline
VUSBVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,104 shares; 2024Q4: 38,442 shares; 2025Q1: 39,257 shares; 2025Q2: 41,254 shares; 2025Q3: 43,158 shares; 2025Q4: 45,276 shares; 2026Q1: 42,377 shares; 2026Q2: 40,636 shares 40,636$2.02M0.18%-1,741Timeline
LOWLOWES COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,498 shares; 2024Q4: 12,481 shares; 2025Q1: 12,025 shares; 2025Q2: 10,827 shares; 2025Q3: 10,848 shares; 2025Q4: 10,090 shares; 2026Q1: 8,973 shares; 2026Q2: 9,106 shares 9,106$2.01M0.18%+133Timeline
CMCSACOMCAST CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 98,161 shares; 2024Q4: 96,920 shares; 2025Q1: 87,152 shares; 2025Q2: 66,306 shares; 2025Q3: 73,614 shares; 2025Q4: 73,093 shares; 2026Q1: 80,665 shares; 2026Q2: 81,770 shares 81,770$2.01M0.18%+1,105Timeline
ADPAUTOMATIC DATA PROCESSING INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,312 shares; 2024Q4: 11,052 shares; 2025Q1: 10,416 shares; 2025Q2: 9,161 shares; 2025Q3: 9,314 shares; 2025Q4: 6,833 shares; 2026Q1: 7,940 shares; 2026Q2: 8,656 shares 8,656$1.94M0.18%+716Timeline
FTGSFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 19,566 shares; 2025Q1: 19,584 shares; 2025Q2: 20,583 shares; 2025Q3: 15,740 shares; 2025Q4: 48,056 shares; 2026Q1: 50,790 shares; 2026Q2: 52,315 shares 52,315$1.94M0.18%+1,525Timeline
QTECFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,751 shares; 2024Q4: 3,475 shares; 2025Q1: 3,065 shares; 2025Q2: 3,423 shares; 2025Q3: 2,032 shares; 2025Q4: 5,486 shares; 2026Q1: 5,687 shares; 2026Q2: 5,762 shares 5,762$1.93M0.17%+75Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,538 shares; 2025Q3: 3,870 shares; 2025Q4: 3,780 shares; 2026Q1: 3,607 shares; 2026Q2: 3,749 shares 3,749$1.93M0.17%+142Timeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,324 shares; 2024Q4: 3,527 shares; 2025Q1: 8,654 shares; 2025Q2: 15,261 shares; 2025Q3: 16,628 shares; 2025Q4: 16,216 shares; 2026Q1: 20,913 shares; 2026Q2: 22,482 shares 22,482$1.92M0.17%+1,569Timeline
ADBEADOBE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 891 shares; 2024Q4: 920 shares; 2025Q1: 1,097 shares; 2025Q2: 6,250 shares; 2025Q3: 7,299 shares; 2025Q4: 7,992 shares; 2026Q1: 8,763 shares; 2026Q2: 9,374 shares 9,374$1.92M0.17%+611Timeline
LINLINDE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,968 shares; 2025Q3: 3,185 shares; 2025Q4: 3,527 shares; 2026Q1: 3,183 shares; 2026Q2: 3,647 shares 3,647$1.89M0.17%+464Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,632 shares; 2024Q4: 4,114 shares; 2025Q1: 4,075 shares; 2025Q2: 2,964 shares; 2025Q3: 2,915 shares; 2025Q4: 23,156 shares; 2026Q1: 25,386 shares; 2026Q2: 26,502 shares 26,502$1.89M0.17%+1,116Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,075 shares; 2024Q4: 5,038 shares; 2025Q1: 4,710 shares; 2025Q2: 5,361 shares; 2025Q3: 5,608 shares; 2025Q4: 5,255 shares; 2026Q1: 4,942 shares; 2026Q2: 5,340 shares 5,340$1.88M0.17%+398Timeline
MDTMEDTRONIC PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,985 shares; 2024Q4: 34,284 shares; 2025Q1: 35,865 shares; 2025Q2: 33,686 shares; 2025Q3: 32,583 shares; 2025Q4: 21,764 shares; 2026Q1: 23,057 shares; 2026Q2: 23,907 shares 23,907$1.87M0.17%+850Timeline
SPYDSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,858 shares; 2024Q4: 28,473 shares; 2025Q1: 28,590 shares; 2025Q2: 31,451 shares; 2025Q3: 32,015 shares; 2025Q4: 31,868 shares; 2026Q1: 35,296 shares; 2026Q2: 39,039 shares 39,039$1.86M0.17%+3,743Timeline
TDIVFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,003 shares; 2025Q1: 4,964 shares; 2025Q2: 5,131 shares; 2025Q3: 5,581 shares; 2025Q4: 15,319 shares; 2026Q1: 15,907 shares; 2026Q2: 16,184 shares 16,184$1.86M0.17%+277Timeline
FNGSBANK OF MONTREALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,239 shares; 2024Q4: 32,414 shares; 2025Q1: 30,595 shares; 2025Q2: 34,466 shares; 2025Q3: 61,276 shares; 2025Q4: 79,284 shares; 2026Q1: 24,951 shares; 2026Q2: 25,609 shares 25,609$1.86M0.17%+658Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,214 shares; 2024Q4: 7,412 shares; 2025Q1: 7,372 shares; 2025Q2: 7,109 shares; 2025Q3: 7,215 shares; 2025Q4: 7,109 shares; 2026Q1: 6,883 shares; 2026Q2: 7,190 shares 7,190$1.81M0.16%+307Timeline
QVOYULTIMUS MANAGERS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 844,629 shares; 2024Q4: 813,022 shares; 2025Q1: 855,991 shares; 2025Q2: 814,636 shares; 2025Q3: 806,653 shares; 2025Q4: 765,747 shares; 2026Q1: 765,895 shares; 2026Q2: 3,908 shares 3,908$1.76M0.16%-761,987Timeline
IYFISHARES TRQuarterly 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: 4,006 shares; 2025Q4: 10,307 shares; 2026Q1: 12,798 shares; 2026Q2: 13,562 shares 13,562$1.73M0.16%+764Timeline
CGUSCAPITAL GROUP CORE EQUITY ETQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,049 shares; 2024Q4: 23,091 shares; 2025Q1: 28,969 shares; 2025Q2: 39,152 shares; 2025Q3: 41,764 shares; 2025Q4: 40,589 shares; 2026Q1: 39,770 shares; 2026Q2: 38,593 shares 38,593$1.72M0.16%-1,177Timeline
QLDPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,034 shares; 2025Q3: 4,334 shares; 2025Q4: 9,827 shares; 2026Q1: 12,173 shares; 2026Q2: 17,711 shares 17,711$1.71M0.16%+5,538Timeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,109 shares; 2024Q4: 3,077 shares; 2025Q1: 2,535 shares; 2025Q2: 2,382 shares; 2025Q3: 4,114 shares; 2025Q4: 3,707 shares; 2026Q1: 3,277 shares; 2026Q2: 2,913 shares 2,913$1.69M0.15%-364Timeline
SCHWCHARLES SCHWAB CORP (THE)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: 16,789 shares; 2025Q4: 18,081 shares; 2026Q1: 16,952 shares; 2026Q2: 18,310 shares 18,310$1.69M0.15%+1,358Timeline
OUNZVANECK MERK GOLD ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 19,032 shares; 2025Q1: 39,740 shares; 2025Q2: 47,478 shares; 2025Q3: 51,035 shares; 2025Q4: 55,616 shares; 2026Q1: 41,445 shares; 2026Q2: 43,120 shares 43,120$1.66M0.15%+1,675Timeline
LYBLYONDELLBASELL INDUSTRIES NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,357 shares; 2024Q4: 26,761 shares; 2025Q1: 34,096 shares; 2025Q2: 38,577 shares; 2025Q3: 41,685 shares; 2025Q4: 30,231 shares; 2026Q1: 30,885 shares; 2026Q2: 31,263 shares 31,263$1.65M0.15%+378Timeline
GPCGENUINE PARTS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,631 shares; 2024Q4: 16,796 shares; 2025Q1: 20,532 shares; 2025Q2: 19,616 shares; 2025Q3: 18,905 shares; 2025Q4: 11,893 shares; 2026Q1: 13,547 shares; 2026Q2: 13,949 shares 13,949$1.65M0.15%+402Timeline
FDTFIRST TR EXCH TRD ALPHDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,506 shares; 2025Q1: 6,825 shares; 2025Q2: 6,658 shares; 2025Q3: 6,330 shares; 2025Q4: 16,811 shares; 2026Q1: 17,002 shares; 2026Q2: 17,321 shares 17,321$1.64M0.15%+319Timeline
FTSLFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,685 shares; 2024Q4: 15,252 shares; 2025Q1: 16,489 shares; 2025Q2: 17,700 shares; 2025Q3: 29,393 shares; 2025Q4: 31,012 shares; 2026Q1: 33,524 shares; 2026Q2: 36,500 shares 36,500$1.63M0.15%+2,976Timeline
AVUVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,831 shares; 2024Q4: 11,554 shares; 2025Q1: 12,069 shares; 2025Q2: 9,096 shares; 2025Q3: 8,346 shares; 2025Q4: 8,961 shares; 2026Q1: 7,558 shares; 2026Q2: 13,077 shares 13,077$1.63M0.15%+5,519Timeline
EIPXFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,344 shares; 2025Q3: 7,926 shares; 2025Q4: 49,626 shares; 2026Q1: 51,215 shares; 2026Q2: 52,063 shares 52,063$1.63M0.15%+848Timeline
XLYSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,821 shares; 2024Q4: 8,735 shares; 2025Q1: 10,140 shares; 2025Q2: 8,058 shares; 2025Q3: 7,537 shares; 2025Q4: 14,893 shares; 2026Q1: 14,380 shares; 2026Q2: 13,848 shares 13,848$1.62M0.15%-532Timeline
GVALCAMBRIA ETF TRQuarterly 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: 11,757 shares; 2026Q1: 41,687 shares; 2026Q2: 44,893 shares 44,893$1.62M0.15%+3,206Timeline
AIQGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,755 shares; 2024Q4: 31,839 shares; 2025Q1: 30,459 shares; 2025Q2: 25,693 shares; 2025Q3: 25,586 shares; 2025Q4: 25,739 shares; 2026Q1: 24,978 shares; 2026Q2: 24,368 shares 24,368$1.6M0.14%-610Timeline
XLCSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,125 shares; 2024Q4: 15,694 shares; 2025Q1: 15,847 shares; 2025Q2: 19,055 shares; 2025Q3: 21,785 shares; 2025Q4: 19,353 shares; 2026Q1: 16,194 shares; 2026Q2: 14,874 shares 14,874$1.59M0.14%-1,320Timeline
MUNIPIMCO ETF TRQuarterly 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: 34,379 shares; 2026Q2: 30,106 shares 30,106$1.58M0.14%-4,273Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,393 shares; 2024Q4: 6,534 shares; 2025Q1: 7,401 shares; 2025Q2: 8,149 shares; 2025Q3: 8,406 shares; 2025Q4: 6,883 shares; 2026Q1: 6,008 shares; 2026Q2: 6,149 shares 6,149$1.56M0.14%+141Timeline
HSYHERSHEY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,789 shares; 2024Q4: 13,977 shares; 2025Q1: 16,015 shares; 2025Q2: 9,518 shares; 2025Q3: 9,436 shares; 2025Q4: 8,656 shares; 2026Q1: 8,876 shares; 2026Q2: 8,888 shares 8,888$1.56M0.14%+12Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,502 shares; 2024Q4: 3,529 shares; 2025Q1: 2,804 shares; 2025Q2: 2,825 shares; 2025Q3: 2,726 shares; 2025Q4: 2,801 shares; 2026Q1: 3,075 shares; 2026Q2: 18,051 shares 18,051$1.55M0.14%+14,976Timeline
NKENIKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,358 shares; 2024Q4: 37,176 shares; 2025Q1: 44,053 shares; 2025Q2: 43,940 shares; 2025Q3: 42,558 shares; 2025Q4: 40,402 shares; 2026Q1: 36,530 shares; 2026Q2: 37,786 shares 37,786$1.55M0.14%+1,256Timeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,844 shares; 2024Q4: 13,520 shares; 2025Q1: 14,899 shares; 2025Q2: 14,528 shares; 2025Q3: 16,903 shares; 2025Q4: 15,786 shares; 2026Q1: 15,469 shares; 2026Q2: 18,609 shares 18,609$1.51M0.14%+3,140Timeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,063 shares; 2024Q4: 2,246 shares; 2025Q1: 2,658 shares; 2025Q2: 3,346 shares; 2025Q3: 3,609 shares; 2025Q4: 3,815 shares; 2026Q1: 3,733 shares; 2026Q2: 4,027 shares 4,027$1.5M0.14%+294Timeline
FTAFIRST TR EXCHANGE-TRADED ALPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,568 shares; 2025Q1: 4,436 shares; 2025Q2: 4,621 shares; 2025Q3: 5,194 shares; 2025Q4: 14,907 shares; 2026Q1: 15,178 shares; 2026Q2: 15,531 shares 15,531$1.5M0.14%+353Timeline
FLRTPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,988 shares; 2024Q4: 9,583 shares; 2025Q1: 11,006 shares; 2025Q2: 9,511 shares; 2025Q3: 11,648 shares; 2025Q4: 19,399 shares; 2026Q1: 26,320 shares; 2026Q2: 32,090 shares 32,090$1.5M0.14%+5,770Timeline
INCMFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,861 shares; 2024Q4: 8,863 shares; 2025Q1: 8,764 shares; 2025Q2: 11,005 shares; 2025Q3: 11,456 shares; 2025Q4: 11,355 shares; 2026Q1: 45,853 shares; 2026Q2: 51,684 shares 51,684$1.49M0.13%+5,831Timeline
BUFQFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,309 shares; 2024Q4: 38,212 shares; 2025Q1: 38,380 shares; 2025Q2: 42,812 shares; 2025Q3: 42,748 shares; 2025Q4: 47,706 shares; 2026Q1: 45,914 shares; 2026Q2: 37,694 shares 37,694$1.48M0.13%-8,220Timeline
XLESELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,662 shares; 2024Q4: 18,468 shares; 2025Q1: 17,700 shares; 2025Q2: 18,662 shares; 2025Q3: 16,344 shares; 2025Q4: 26,516 shares; 2026Q1: 45,965 shares; 2026Q2: 27,562 shares 27,562$1.46M0.13%-18,403Timeline
PMPHILIP MORRIS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,119 shares; 2024Q4: 24,618 shares; 2025Q1: 22,774 shares; 2025Q2: 20,608 shares; 2025Q3: 9,578 shares; 2025Q4: 8,911 shares; 2026Q1: 6,144 shares; 2026Q2: 7,961 shares 7,961$1.44M0.13%+1,817Timeline
AFLGFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,564 shares; 2025Q2: 11,839 shares; 2025Q3: 16,978 shares; 2025Q4: 38,557 shares; 2026Q1: 32,309 shares; 2026Q2: 33,109 shares 33,109$1.44M0.13%+800Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,460 shares; 2024Q4: 1,498 shares; 2025Q1: 1,426 shares; 2025Q2: 1,576 shares; 2025Q3: 1,405 shares; 2025Q4: 1,326 shares; 2026Q1: 1,453 shares; 2026Q2: 1,519 shares 1,519$1.42M0.13%+66Timeline
FYLDCAMBRIA ETF TRQuarterly 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: 27,744 shares; 2025Q4: 27,680 shares; 2026Q1: 30,651 shares; 2026Q2: 38,869 shares 38,869$1.42M0.13%+8,218Timeline
USRTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,561 shares; 2024Q4: 19,018 shares; 2025Q1: 19,010 shares; 2025Q2: 19,174 shares; 2025Q3: 19,866 shares; 2025Q4: 20,294 shares; 2026Q1: 19,769 shares; 2026Q2: 21,336 shares 21,336$1.42M0.13%+1,567Timeline
WCMIFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,866 shares; 2025Q3: 61,281 shares; 2025Q4: 65,056 shares; 2026Q1: 74,639 shares; 2026Q2: 72,000 shares 72,000$1.41M0.13%-2,639Timeline
XLPSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,377 shares; 2024Q4: 18,471 shares; 2025Q1: 17,366 shares; 2025Q2: 18,166 shares; 2025Q3: 18,053 shares; 2025Q4: 17,195 shares; 2026Q1: 20,856 shares; 2026Q2: 16,573 shares 16,573$1.38M0.12%-4,283Timeline
SPCXSPACE EXPLORATION TECHN CORPQuarterly 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: 8,023 shares 8,023$1.37M0.12%newTimeline
FVDFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,686 shares; 2024Q4: 30,325 shares; 2025Q1: 22,685 shares; 2025Q2: 26,318 shares; 2025Q3: 11,637 shares; 2025Q4: 27,051 shares; 2026Q1: 27,134 shares; 2026Q2: 28,045 shares 28,045$1.35M0.12%+911Timeline
MAGSLISTED FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,158 shares; 2024Q4: 10,148 shares; 2025Q1: 10,634 shares; 2025Q2: 8,968 shares; 2025Q3: 11,891 shares; 2025Q4: 12,037 shares; 2026Q1: 14,010 shares; 2026Q2: 20,779 shares 20,779$1.34M0.12%+6,769Timeline
XLUSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,953 shares; 2024Q4: 9,228 shares; 2025Q1: 9,171 shares; 2025Q2: 10,835 shares; 2025Q3: 11,943 shares; 2025Q4: 24,339 shares; 2026Q1: 30,779 shares; 2026Q2: 29,298 shares 29,298$1.33M0.12%-1,481Timeline
XYLDGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,837 shares; 2024Q4: 32,386 shares; 2025Q1: 47,544 shares; 2025Q2: 56,366 shares; 2025Q3: 44,279 shares; 2025Q4: 34,367 shares; 2026Q1: 34,484 shares; 2026Q2: 32,320 shares 32,320$1.32M0.12%-2,164Timeline
FXYINVESCO CURRENCYSHARESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,583 shares; 2024Q4: 14,526 shares; 2025Q1: 18,254 shares; 2025Q2: 19,752 shares; 2025Q3: 22,219 shares; 2025Q4: 19,922 shares; 2026Q1: 20,874 shares; 2026Q2: 23,248 shares 23,248$1.31M0.12%+2,374Timeline
DFIVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,350 shares; 2025Q2: 22,448 shares; 2025Q3: 22,541 shares; 2025Q4: 22,441 shares; 2026Q1: 22,923 shares; 2026Q2: 24,089 shares 24,089$1.3M0.12%+1,166Timeline
AREALEXANDRIA REAL ESTATE EQ INQuarterly 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: 20,194 shares; 2025Q4: 18,686 shares; 2026Q1: 23,332 shares; 2026Q2: 24,401 shares 24,401$1.29M0.12%+1,069Timeline
AVLVAMERICAN CENTY ETF TRQuarterly 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: 4,324 shares; 2026Q2: 14,069 shares 14,069$1.28M0.12%+9,745Timeline
LVHILEGG MASON ETF INVTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,052 shares; 2025Q2: 24,666 shares; 2025Q3: 24,808 shares; 2025Q4: 28,783 shares; 2026Q1: 29,629 shares; 2026Q2: 31,321 shares 31,321$1.27M0.11%+1,692Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,759 shares; 2024Q4: 7,814 shares; 2025Q1: 7,837 shares; 2025Q2: 7,871 shares; 2025Q3: 9,071 shares; 2025Q4: 9,103 shares; 2026Q1: 8,284 shares; 2026Q2: 8,452 shares 8,452$1.24M0.11%+168Timeline
CEFSPROTT ASSET MANAGEMENT LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,732 shares; 2024Q4: 14,939 shares; 2025Q1: 16,777 shares; 2025Q2: 22,469 shares; 2025Q3: 22,234 shares; 2025Q4: 36,173 shares; 2026Q1: 30,922 shares; 2026Q2: 30,655 shares 30,655$1.23M0.11%-267Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,935 shares; 2024Q4: 3,565 shares; 2025Q1: 3,607 shares; 2025Q2: 4,530 shares; 2025Q3: 4,716 shares; 2025Q4: 11,137 shares; 2026Q1: 10,163 shares; 2026Q2: 10,872 shares 10,872$1.23M0.11%+709Timeline
ETENERGY TRANSFER L PQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,478 shares; 2024Q4: 27,658 shares; 2025Q1: 31,029 shares; 2025Q2: 38,465 shares; 2025Q3: 39,920 shares; 2025Q4: 47,981 shares; 2026Q1: 61,654 shares; 2026Q2: 63,868 shares 63,868$1.22M0.11%+2,214Timeline
TMOTHERMO FISHER SCIENTIFIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,236 shares; 2024Q4: 2,237 shares; 2025Q1: 2,330 shares; 2025Q2: 2,376 shares; 2025Q3: 2,411 shares; 2025Q4: 2,373 shares; 2026Q1: 2,402 shares; 2026Q2: 2,388 shares 2,388$1.2M0.11%-14Timeline
WMWASTE MGMT INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,798 shares; 2026Q1: 5,213 shares; 2026Q2: 5,341 shares 5,341$1.19M0.11%+128Timeline
DELLDELL TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,808 shares; 2025Q3: 2,194 shares; 2025Q4: 3,264 shares; 2026Q1: 4,133 shares; 2026Q2: 2,725 shares 2,725$1.18M0.11%-1,408Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,365 shares; 2024Q4: 25,117 shares; 2025Q1: 21,660 shares; 2025Q2: 18,421 shares; 2025Q3: 17,162 shares; 2025Q4: 16,802 shares; 2026Q1: 14,259 shares; 2026Q2: 15,644 shares 15,644$1.15M0.1%+1,385Timeline
CGXUCAPITAL GROUP INTL FOCUS EQTQuarterly 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: 29,338 shares; 2026Q1: 34,173 shares; 2026Q2: 31,967 shares 31,967$1.11M0.1%-2,206Timeline
PYLDPIMCO ETF TRQuarterly 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: 24,872 shares; 2026Q1: 39,384 shares; 2026Q2: 41,642 shares 41,642$1.1M0.1%+2,258Timeline
INTCINTEL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,909 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,665 shares; 2025Q4: 7,456 shares; 2026Q1: 8,425 shares; 2026Q2: 7,835 shares 7,835$1.09M0.1%-590Timeline
ARKBARK 21SHARES BITCOIN ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,630 shares; 2024Q4: 11,698 shares; 2025Q1: 11,411 shares; 2025Q2: 34,555 shares; 2025Q3: 34,017 shares; 2025Q4: 40,570 shares; 2026Q1: 53,975 shares; 2026Q2: 56,073 shares 56,073$1.09M0.1%+2,098Timeline
NEENEXTERA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,249 shares; 2024Q4: 9,307 shares; 2025Q1: 10,895 shares; 2025Q2: 15,032 shares; 2025Q3: 14,803 shares; 2025Q4: 11,989 shares; 2026Q1: 11,543 shares; 2026Q2: 11,892 shares 11,892$1.04M0.09%+349Timeline
ANETARISTA NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,376 shares; 2025Q3: 5,599 shares; 2025Q4: 6,579 shares; 2026Q1: 5,378 shares; 2026Q2: 6,141 shares 6,141$1.04M0.09%+763Timeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,510 shares; 2024Q4: 7,283 shares; 2025Q1: 6,989 shares; 2025Q2: 7,566 shares; 2025Q3: 7,723 shares; 2025Q4: 8,270 shares; 2026Q1: 8,360 shares; 2026Q2: 8,714 shares 8,714$1.02M0.09%+354Timeline
HYGHISHARES U S ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,769 shares; 2025Q2: 8,083 shares; 2025Q3: 8,110 shares; 2025Q4: 9,534 shares; 2026Q1: 11,420 shares; 2026Q2: 11,637 shares 11,637$1.01M0.09%+217Timeline
RQICOHEN & STEERS QUALITY INCOMQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,920 shares; 2024Q4: 69,749 shares; 2025Q1: 72,122 shares; 2025Q2: 68,886 shares; 2025Q3: 68,907 shares; 2025Q4: 57,053 shares; 2026Q1: 66,511 shares; 2026Q2: 81,057 shares 81,057$998K0.09%+14,546Timeline
RTXRTX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,174 shares; 2024Q4: 1,912 shares; 2025Q1: 1,987 shares; 2025Q2: 4,257 shares; 2025Q3: 4,468 shares; 2025Q4: 4,479 shares; 2026Q1: 4,732 shares; 2026Q2: 5,259 shares 5,259$998K0.09%+527Timeline
SOSOUTHERN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,971 shares; 2024Q4: 9,400 shares; 2025Q1: 9,798 shares; 2025Q2: 11,201 shares; 2025Q3: 11,447 shares; 2025Q4: 10,335 shares; 2026Q1: 10,235 shares; 2026Q2: 10,408 shares 10,408$996K0.09%+173Timeline
DDOMINION ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,424 shares; 2024Q4: 12,961 shares; 2025Q1: 12,652 shares; 2025Q2: 12,797 shares; 2025Q3: 13,486 shares; 2025Q4: 15,317 shares; 2026Q1: 14,583 shares; 2026Q2: 14,435 shares 14,435$986K0.09%-148Timeline
GLDMWORLD GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,778 shares; 2024Q4: 6,628 shares; 2025Q1: 5,225 shares; 2025Q2: 6,272 shares; 2025Q3: 13,077 shares; 2025Q4: 13,065 shares; 2026Q1: 10,896 shares; 2026Q2: 12,378 shares 12,378$983K0.09%+1,482Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,085 shares; 2024Q4: 3,702 shares; 2025Q1: 3,488 shares; 2025Q2: 4,938 shares; 2025Q3: 6,590 shares; 2025Q4: 2,946 shares; 2026Q1: 3,792 shares; 2026Q2: 2,659 shares 2,659$980K0.09%-1,133Timeline
XCCCBONDBLOXX ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,088 shares; 2025Q2: 36,711 shares; 2025Q3: 42,946 shares; 2025Q4: 36,439 shares; 2026Q1: 37,533 shares; 2026Q2: 26,462 shares 26,462$968K0.09%-11,071Timeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,198 shares; 2024Q4: 11,062 shares; 2025Q1: 10,004 shares; 2025Q2: 9,511 shares; 2025Q3: 10,806 shares; 2025Q4: 9,549 shares; 2026Q1: 8,575 shares; 2026Q2: 8,276 shares 8,276$966K0.09%-299Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,111 shares; 2024Q4: 4,145 shares; 2025Q1: 3,391 shares; 2025Q2: 3,041 shares; 2025Q3: 5,081 shares; 2025Q4: 5,059 shares; 2026Q1: 5,078 shares; 2026Q2: 4,419 shares 4,419$963K0.09%-659Timeline
GSGOLDMAN SACHS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 521 shares; 2025Q1: 589 shares; 2025Q2: 583 shares; 2025Q3: 972 shares; 2025Q4: 928 shares; 2026Q1: 836 shares; 2026Q2: 950 shares 950$961K0.09%+114Timeline
INEQCOLUMBIA ETF TR IQuarterly 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: 18,779 shares; 2025Q4: 19,087 shares; 2026Q1: 23,491 shares; 2026Q2: 24,791 shares 24,791$955K0.09%+1,300Timeline
SPLVINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,935 shares; 2024Q4: 15,486 shares; 2025Q1: 15,182 shares; 2025Q2: 15,223 shares; 2025Q3: 15,210 shares; 2025Q4: 15,700 shares; 2026Q1: 13,782 shares; 2026Q2: 12,687 shares 12,687$950K0.09%-1,095Timeline
GLWCORNING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,562 shares; 2025Q4: 3,536 shares; 2026Q1: 3,556 shares; 2026Q2: 3,660 shares 3,660$935K0.08%+104Timeline
CSRECOHEN & STEERS ETF TRUSTQuarterly 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: 22,871 shares; 2025Q4: 24,600 shares; 2026Q1: 24,932 shares; 2026Q2: 32,681 shares 32,681$927K0.08%+7,749Timeline
QQQINEOS ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,791 shares; 2025Q4: 5,826 shares; 2026Q1: 11,651 shares; 2026Q2: 16,235 shares 16,235$922K0.08%+4,584Timeline
SPHQINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,715 shares; 2024Q4: 12,673 shares; 2025Q1: 10,892 shares; 2025Q2: 11,593 shares; 2025Q3: 11,198 shares; 2025Q4: 10,708 shares; 2026Q1: 11,671 shares; 2026Q2: 10,231 shares 10,231$922K0.08%-1,440Timeline
XTWYBONDBLOXX ETF TRUSTQuarterly 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: 18,071 shares; 2025Q4: 20,451 shares; 2026Q1: 21,059 shares; 2026Q2: 23,700 shares 23,700$890K0.08%+2,641Timeline
ACYSFIRST TR EXCHANGE-TRADED FDQuarterly 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: 43,252 shares 43,252$888K0.08%newTimeline
MGCVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,095 shares; 2024Q4: 2,416 shares; 2025Q1: 2,217 shares; 2025Q2: 2,438 shares; 2025Q3: 2,727 shares; 2025Q4: 3,012 shares; 2026Q1: 3,105 shares; 2026Q2: 3,247 shares 3,247$888K0.08%+142Timeline
FEMBFIRST TR EXCH TRADED FD IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,855 shares; 2025Q3: 15,267 shares; 2025Q4: 18,804 shares; 2026Q1: 30,877 shares; 2026Q2: 30,351 shares 30,351$887K0.08%-526Timeline
MPCMARATHON PETE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,039 shares; 2024Q4: 3,167 shares; 2025Q1: 2,618 shares; 2025Q2: 2,660 shares; 2025Q3: 2,603 shares; 2025Q4: 2,620 shares; 2026Q1: 2,698 shares; 2026Q2: 3,463 shares 3,463$885K0.08%+765Timeline
RECSCOLUMBIA ETF TR IQuarterly 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: 25,396 shares; 2025Q4: 27,479 shares; 2026Q1: 22,660 shares; 2026Q2: 20,416 shares 20,416$884K0.08%-2,244Timeline
FJPFIRST TR EXCH TRD ALPHDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,877 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,573 shares; 2026Q1: 9,202 shares; 2026Q2: 11,408 shares 11,408$871K0.08%+2,206Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,825 shares; 2024Q4: 3,788 shares; 2025Q1: 3,480 shares; 2025Q2: 3,040 shares; 2025Q3: 3,050 shares; 2025Q4: 3,165 shares; 2026Q1: 3,084 shares; 2026Q2: 3,033 shares 3,033$853K0.08%-51Timeline
VTIPVANGUARD MALVERN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,137 shares; 2025Q2: 12,374 shares; 2025Q3: 10,958 shares; 2025Q4: 10,891 shares; 2026Q1: 8,921 shares; 2026Q2: 16,841 shares 16,841$846K0.08%+7,920Timeline
COFSCHOICEONE FINANCIAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,779 shares; 2024Q4: 24,779 shares; 2025Q1: 24,779 shares; 2025Q2: 24,779 shares; 2025Q3: 24,779 shares; 2025Q4: 24,779 shares; 2026Q1: 24,779 shares; 2026Q2: 24,779 shares 24,779$842K0.08%0Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,003 shares; 2024Q4: 21,568 shares; 2025Q1: 17,139 shares; 2025Q2: 15,138 shares; 2025Q3: 13,317 shares; 2025Q4: 12,921 shares; 2026Q1: 13,686 shares; 2026Q2: 14,038 shares 14,038$838K0.08%+352Timeline
FMAYFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,370 shares; 2024Q4: 4,370 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,852 shares 14,852$835K0.08%newTimeline
CGMUCAPITAL GRP FIXED INCM ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,573 shares; 2025Q1: 8,502 shares; 2025Q2: 13,192 shares; 2025Q3: 19,343 shares; 2025Q4: 22,055 shares; 2026Q1: 23,746 shares; 2026Q2: 30,298 shares 30,298$832K0.08%+6,552Timeline
MGKVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,116 shares; 2024Q4: 1,186 shares; 2025Q1: 1,509 shares; 2025Q2: 1,580 shares; 2025Q3: 1,465 shares; 2025Q4: 1,766 shares; 2026Q1: 1,886 shares; 2026Q2: 9,455 shares 9,455$831K0.08%+7,569Timeline
IOOISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,667 shares; 2024Q4: 8,652 shares; 2025Q1: 7,444 shares; 2025Q2: 8,482 shares; 2025Q3: 6,033 shares; 2025Q4: 5,883 shares; 2026Q1: 5,738 shares; 2026Q2: 6,067 shares 6,067$829K0.07%+329Timeline
UNPUNION PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,575 shares; 2024Q4: 3,225 shares; 2025Q1: 3,219 shares; 2025Q2: 3,105 shares; 2025Q3: 2,836 shares; 2025Q4: 2,868 shares; 2026Q1: 2,836 shares; 2026Q2: 3,040 shares 3,040$827K0.07%+204Timeline
PWRQUANTA SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,361 shares; 2024Q4: 1,367 shares; 2025Q1: 1,384 shares; 2025Q2: 2,101 shares; 2025Q3: 1,330 shares; 2025Q4: 1,344 shares; 2026Q1: 1,437 shares; 2026Q2: 1,145 shares 1,145$824K0.07%-292Timeline
NOBLPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,230 shares; 2024Q4: 5,705 shares; 2025Q1: 3,414 shares; 2025Q2: 6,504 shares; 2025Q3: 6,590 shares; 2025Q4: 5,933 shares; 2026Q1: 6,857 shares; 2026Q2: 14,646 shares 14,646$823K0.07%+7,789Timeline
SPYVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,577 shares; 2024Q4: 8,891 shares; 2025Q1: 10,423 shares; 2025Q2: 10,414 shares; 2025Q3: 11,201 shares; 2025Q4: 11,637 shares; 2026Q1: 11,617 shares; 2026Q2: 13,486 shares 13,486$820K0.07%+1,869Timeline
SEPMFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,242 shares; 2025Q4: 25,589 shares; 2026Q1: 25,589 shares; 2026Q2: 24,863 shares 24,863$816K0.07%-726Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,860 shares; 2024Q4: 3,324 shares; 2025Q1: 4,512 shares; 2025Q2: 5,267 shares; 2025Q3: 5,978 shares; 2025Q4: 6,249 shares; 2026Q1: 5,609 shares; 2026Q2: 5,924 shares 5,924$810K0.07%+315Timeline
AVEMAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,265 shares; 2026Q2: 8,300 shares 8,300$801K0.07%+2,035Timeline
FTCSFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,373 shares; 2024Q4: 9,583 shares; 2025Q1: 5,862 shares; 2025Q2: 5,981 shares; 2025Q3: 4,826 shares; 2025Q4: 8,709 shares; 2026Q1: 8,445 shares; 2026Q2: 8,519 shares 8,519$800K0.07%+74Timeline
HWMHOWMET AEROSPACE INCQuarterly 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: 1,941 shares; 2025Q4: 1,990 shares; 2026Q1: 2,057 shares; 2026Q2: 2,939 shares 2,939$790K0.07%+882Timeline
IDUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,018 shares; 2024Q4: 4,632 shares; 2025Q1: 4,572 shares; 2025Q2: 5,951 shares; 2025Q3: 6,013 shares; 2025Q4: 5,980 shares; 2026Q1: 6,334 shares; 2026Q2: 6,882 shares 6,882$789K0.07%+548Timeline
DIVOAMPLIFY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,020 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,796 shares; 2025Q4: 19,739 shares; 2026Q1: 16,170 shares; 2026Q2: 17,035 shares 17,035$779K0.07%+865Timeline
CGUICAPITAL GRP FIXED INCM ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,073 shares; 2025Q2: 14,000 shares; 2025Q3: 15,100 shares; 2025Q4: 25,100 shares; 2026Q1: 25,100 shares; 2026Q2: 30,750 shares 30,750$777K0.07%+5,650Timeline
RKLBROCKET LAB CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,805 shares; 2025Q4: 7,086 shares; 2026Q1: 8,446 shares; 2026Q2: 7,634 shares 7,634$776K0.07%-812Timeline
AMGNAMGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,471 shares; 2024Q4: 8,559 shares; 2025Q1: 9,484 shares; 2025Q2: 9,506 shares; 2025Q3: 9,417 shares; 2025Q4: 6,337 shares; 2026Q1: 6,465 shares; 2026Q2: 2,135 shares 2,135$773K0.07%-4,330Timeline
CRWDCROWDSTRIKE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,023 shares; 2024Q4: 1,456 shares; 2025Q1: 1,407 shares; 2025Q2: 1,520 shares; 2025Q3: 1,321 shares; 2025Q4: 1,486 shares; 2026Q1: 1,518 shares; 2026Q2: 1,011 shares 1,011$772K0.07%-507Timeline
GDXVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,311 shares; 2025Q2: 12,520 shares; 2025Q3: 10,902 shares; 2025Q4: 6,933 shares; 2026Q1: 13,811 shares; 2026Q2: 10,184 shares 10,184$768K0.07%-3,627Timeline
FELCFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,801 shares; 2024Q4: 6,870 shares; 2025Q1: 7,044 shares; 2025Q2: 7,044 shares; 2025Q3: 7,450 shares; 2025Q4: 7,450 shares; 2026Q1: 18,415 shares; 2026Q2: 18,283 shares 18,283$766K0.07%-132Timeline
DGROISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,871 shares; 2024Q4: 43,242 shares; 2025Q1: 45,835 shares; 2025Q2: 33,427 shares; 2025Q3: 10,456 shares; 2025Q4: 10,764 shares; 2026Q1: 10,656 shares; 2026Q2: 10,066 shares 10,066$763K0.07%-590Timeline
FEMFIRST TR EXCH TRD ALPHDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,116 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,217 shares; 2025Q4: 22,896 shares; 2026Q1: 23,395 shares; 2026Q2: 23,817 shares 23,817$762K0.07%+422Timeline
FMFFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,359 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,483 shares; 2025Q4: 14,000 shares; 2026Q1: 14,746 shares; 2026Q2: 15,072 shares 15,072$755K0.07%+326Timeline
CITHE CIGNA GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,718 shares; 2024Q4: 10,994 shares; 2025Q1: 11,397 shares; 2025Q2: 3,664 shares; 2025Q3: 3,525 shares; 2025Q4: 2,853 shares; 2026Q1: 2,754 shares; 2026Q2: 2,737 shares 2,737$754K0.07%-17Timeline
FDNFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,756 shares; 2025Q1: not reported; 2025Q2: 895 shares; 2025Q3: 780 shares; 2025Q4: 2,508 shares; 2026Q1: 2,766 shares; 2026Q2: 2,807 shares 2,807$743K0.07%+41Timeline
HELOJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,342 shares; 2024Q4: 35,032 shares; 2025Q1: 41,198 shares; 2025Q2: 30,371 shares; 2025Q3: 16,204 shares; 2025Q4: 18,933 shares; 2026Q1: 17,488 shares; 2026Q2: 10,937 shares 10,937$739K0.07%-6,551Timeline
FANGDIAMONDBACK ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,101 shares; 2025Q1: 4,217 shares; 2025Q2: 4,557 shares; 2025Q3: 6,665 shares; 2025Q4: 5,765 shares; 2026Q1: 4,213 shares; 2026Q2: 4,151 shares 4,151$730K0.07%-62Timeline
SOXXISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,468 shares; 2024Q4: 1,468 shares; 2025Q1: 1,268 shares; 2025Q2: 911 shares; 2025Q3: 891 shares; 2025Q4: 865 shares; 2026Q1: 1,030 shares; 2026Q2: 1,137 shares 1,137$729K0.07%+107Timeline
VCRVANGUARD WORLD FDQuarterly 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: 1,484 shares; 2025Q4: 2,163 shares; 2026Q1: 1,750 shares; 2026Q2: 1,833 shares 1,833$727K0.07%+83Timeline
MTUMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,273 shares; 2024Q4: 2,213 shares; 2025Q1: 2,218 shares; 2025Q2: 2,245 shares; 2025Q3: 2,132 shares; 2025Q4: 2,140 shares; 2026Q1: 2,095 shares; 2026Q2: 2,103 shares 2,103$721K0.07%+8Timeline
MBSFVALUED ADVISERS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 446,924 shares; 2024Q4: 461,851 shares; 2025Q1: 338,606 shares; 2025Q2: 327,897 shares; 2025Q3: 264,869 shares; 2025Q4: 50,003 shares; 2026Q1: 37,500 shares; 2026Q2: 27,204 shares 27,204$698K0.06%-10,296Timeline
CDNSCADENCE DESIGN SYSTEM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,799 shares; 2024Q4: 2,203 shares; 2025Q1: 2,164 shares; 2025Q2: 2,050 shares; 2025Q3: 2,357 shares; 2025Q4: 2,330 shares; 2026Q1: 2,739 shares; 2026Q2: 1,860 shares 1,860$698K0.06%-879Timeline
PFEBINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,314 shares; 2025Q2: 18,992 shares; 2025Q3: 18,871 shares; 2025Q4: 16,174 shares; 2026Q1: 16,271 shares; 2026Q2: 16,212 shares 16,212$698K0.06%-59Timeline
GDECFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 15,804 shares; 2025Q1: 17,324 shares; 2025Q2: 17,178 shares; 2025Q3: 15,981 shares; 2025Q4: 12,771 shares; 2026Q1: 17,363 shares; 2026Q2: 17,261 shares 17,261$687K0.06%-102Timeline
FTXOFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,462 shares; 2024Q4: 7,807 shares; 2025Q1: 7,461 shares; 2025Q2: 7,888 shares; 2025Q3: 5,713 shares; 2025Q4: 15,863 shares; 2026Q1: 16,277 shares; 2026Q2: 16,611 shares 16,611$687K0.06%+334Timeline
BUGGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,836 shares; 2024Q4: 17,102 shares; 2025Q1: 16,962 shares; 2025Q2: 16,608 shares; 2025Q3: 17,483 shares; 2025Q4: 17,650 shares; 2026Q1: 17,677 shares; 2026Q2: 17,911 shares 17,911$684K0.06%+234Timeline
STRLSTERLING INFRASTRUCTURE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,300 shares; 2025Q3: 1,110 shares; 2025Q4: 1,049 shares; 2026Q1: 1,058 shares; 2026Q2: 813 shares 813$682K0.06%-245Timeline
PSFFPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,582 shares; 2024Q4: 14,583 shares; 2025Q1: 13,696 shares; 2025Q2: 14,714 shares; 2025Q3: 14,425 shares; 2025Q4: 20,827 shares; 2026Q1: 19,697 shares; 2026Q2: 19,815 shares 19,815$680K0.06%+118Timeline
TQQQPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,087 shares; 2025Q1: 4,403 shares; 2025Q2: 4,542 shares; 2025Q3: 4,798 shares; 2025Q4: 9,363 shares; 2026Q1: 9,488 shares; 2026Q2: 8,389 shares 8,389$679K0.06%-1,099Timeline
SPYMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,647 shares; 2024Q4: 11,041 shares; 2025Q1: 11,831 shares; 2025Q2: 10,596 shares; 2025Q3: 10,276 shares; 2025Q4: 6,549 shares; 2026Q1: 8,055 shares; 2026Q2: 7,731 shares 7,731$679K0.06%-324Timeline
FESMFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,716 shares; 2026Q2: 14,056 shares 14,056$679K0.06%-660Timeline
MRVLMARVELL TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,197 shares; 2026Q2: 2,270 shares 2,270$676K0.06%+73Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,457 shares; 2024Q4: 12,821 shares; 2025Q1: 8,714 shares; 2025Q2: 7,995 shares; 2025Q3: 8,005 shares; 2025Q4: 8,932 shares; 2026Q1: 9,874 shares; 2026Q2: 9,467 shares 9,467$675K0.06%-407Timeline
FBTFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,512 shares; 2026Q1: 2,651 shares; 2026Q2: 2,719 shares 2,719$674K0.06%+68Timeline
PAPRINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,974 shares; 2024Q4: 92,716 shares; 2025Q1: 82,104 shares; 2025Q2: 34,671 shares; 2025Q3: 21,586 shares; 2025Q4: 20,784 shares; 2026Q1: 17,082 shares; 2026Q2: 15,879 shares 15,879$670K0.06%-1,203Timeline
IDXXIDEXX LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,184 shares; 2024Q4: 2,200 shares; 2025Q1: 2,267 shares; 2025Q2: 2,153 shares; 2025Q3: 1,815 shares; 2025Q4: 1,772 shares; 2026Q1: 1,823 shares; 2026Q2: 1,259 shares 1,259$663K0.06%-564Timeline
CAIECALAMOS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,964 shares; 2026Q2: 24,338 shares 24,338$662K0.06%+10,374Timeline
ARKQARK ETF TRQuarterly 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: 1,922 shares; 2025Q4: 2,483 shares; 2026Q1: 3,869 shares; 2026Q2: 4,977 shares 4,977$658K0.06%+1,108Timeline
CEGCONSTELLATION ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,034 shares; 2026Q1: 2,604 shares; 2026Q2: 2,633 shares 2,633$654K0.06%+29Timeline
CIBRFIRST TR EXCHANGE-TRADED FDQuarterly 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: 2,635 shares; 2025Q4: 3,047 shares; 2026Q1: not reported; 2026Q2: 7,257 shares 7,257$652K0.06%newTimeline
GMARFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,837 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,732 shares; 2026Q2: 14,732 shares 14,732$652K0.06%0Timeline
AVUSAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,083 shares 5,083$651K0.06%newTimeline
QDPLPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,589 shares; 2026Q1: 17,001 shares; 2026Q2: 14,438 shares 14,438$651K0.06%-2,563Timeline
PSXPHILLIPS 66Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,158 shares; 2024Q4: 2,173 shares; 2025Q1: 2,100 shares; 2025Q2: 2,137 shares; 2025Q3: 2,161 shares; 2025Q4: 2,186 shares; 2026Q1: 2,338 shares; 2026Q2: 3,819 shares 3,819$646K0.06%+1,481Timeline
LMTLOCKHEED MARTIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,664 shares; 2024Q4: 1,581 shares; 2025Q1: 1,595 shares; 2025Q2: 1,559 shares; 2025Q3: 1,398 shares; 2025Q4: 1,364 shares; 2026Q1: 1,287 shares; 2026Q2: 1,241 shares 1,241$632K0.06%-46Timeline
URAGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,124 shares; 2024Q4: 17,669 shares; 2025Q1: 20,793 shares; 2025Q2: 26,060 shares; 2025Q3: 11,914 shares; 2025Q4: 9,872 shares; 2026Q1: 9,925 shares; 2026Q2: 14,385 shares 14,385$629K0.06%+4,460Timeline
FEPFIRST TR EXCH TRD ALPHDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,298 shares; 2026Q1: 10,708 shares; 2026Q2: 10,937 shares 10,937$624K0.06%+229Timeline
FENIFIDELITY COVINGTON TRUSTQuarterly 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: 16,932 shares; 2026Q2: 15,387 shares 15,387$617K0.06%-1,545Timeline
EPDENTERPRISE PRODS PARTNERS LQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,538 shares; 2024Q4: 26,703 shares; 2025Q1: 27,975 shares; 2025Q2: 28,846 shares; 2025Q3: 26,872 shares; 2025Q4: 26,974 shares; 2026Q1: 17,117 shares; 2026Q2: 16,705 shares 16,705$614K0.06%-412Timeline
IXNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,229 shares 4,229$611K0.06%newTimeline
AVDEAMERICAN CENTY ETF TRQuarterly 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: 6,850 shares 6,850$611K0.06%newTimeline
WIWWESTERN AST INFL LKD OPP & IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,098 shares; 2025Q3: 50,063 shares; 2025Q4: 72,118 shares; 2026Q1: 72,553 shares; 2026Q2: 72,553 shares 72,553$609K0.06%0Timeline
WCMEFIRST TR EXCHANGE-TRADED FDQuarterly 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: 18,483 shares; 2025Q4: not reported; 2026Q1: 22,329 shares; 2026Q2: 30,569 shares 30,569$600K0.05%+8,240Timeline
MSMORGAN STANLEYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,153 shares; 2024Q4: 2,470 shares; 2025Q1: 3,348 shares; 2025Q2: 3,801 shares; 2025Q3: not reported; 2025Q4: 1,213 shares; 2026Q1: 1,262 shares; 2026Q2: 2,856 shares 2,856$597K0.05%+1,594Timeline
BOTZGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,733 shares; 2024Q4: 14,908 shares; 2025Q1: 15,380 shares; 2025Q2: 14,413 shares; 2025Q3: 16,018 shares; 2025Q4: 14,961 shares; 2026Q1: 15,406 shares; 2026Q2: 15,504 shares 15,504$588K0.05%+98Timeline
AMATAPPLIED MATLS INCQuarterly 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: 850 shares; 2026Q2: 809 shares 809$585K0.05%-41Timeline
SFLRINNOVATOR ETFS TRUSTQuarterly 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: 36,467 shares; 2025Q4: 34,389 shares; 2026Q1: 19,180 shares; 2026Q2: 14,910 shares 14,910$575K0.05%-4,270Timeline
APXMFIRST TR EXCHNG TRADED FD VIQuarterly 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: 18,125 shares 18,125$574K0.05%newTimeline
DECMFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,847 shares; 2025Q2: 9,847 shares; 2025Q3: 9,847 shares; 2025Q4: 17,476 shares; 2026Q1: 16,989 shares; 2026Q2: 16,989 shares 16,989$573K0.05%0Timeline
FXUFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,831 shares; 2024Q4: 16,101 shares; 2025Q1: 14,128 shares; 2025Q2: 8,696 shares; 2025Q3: 9,858 shares; 2025Q4: 12,173 shares; 2026Q1: 10,536 shares; 2026Q2: 11,563 shares 11,563$571K0.05%+1,027Timeline
TXNTEXAS INSTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,712 shares; 2024Q4: 1,707 shares; 2025Q1: 1,625 shares; 2025Q2: 1,628 shares; 2025Q3: 1,714 shares; 2025Q4: 1,693 shares; 2026Q1: 1,730 shares; 2026Q2: 1,851 shares 1,851$552K0.05%+121Timeline
AXPAMERICAN EXPRESS COQuarterly 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: 1,379 shares; 2026Q1: 1,301 shares; 2026Q2: 1,617 shares 1,617$547K0.05%+316Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,970 shares; 2024Q4: 3,063 shares; 2025Q1: 2,875 shares; 2025Q2: 2,989 shares; 2025Q3: 2,076 shares; 2025Q4: 2,253 shares; 2026Q1: 2,319 shares; 2026Q2: 4,403 shares 4,403$547K0.05%+2,084Timeline
SLVISHARES SILVER TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,707 shares; 2024Q4: 14,717 shares; 2025Q1: 12,950 shares; 2025Q2: 15,981 shares; 2025Q3: 30,120 shares; 2025Q4: 15,977 shares; 2026Q1: 9,027 shares; 2026Q2: 10,192 shares 10,192$545K0.05%+1,165Timeline
KLACKLA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 781 shares; 2024Q4: 826 shares; 2025Q1: 428 shares; 2025Q2: 387 shares; 2025Q3: 602 shares; 2025Q4: 646 shares; 2026Q1: 408 shares; 2026Q2: 1,790 shares 1,790$540K0.05%+1,382Timeline
FIIGFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,943 shares; 2025Q1: 9,807 shares; 2025Q2: 9,899 shares; 2025Q3: 9,637 shares; 2025Q4: 23,432 shares; 2026Q1: 25,191 shares; 2026Q2: 26,054 shares 26,054$540K0.05%+863Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,346 shares; 2024Q4: 10,257 shares; 2025Q1: 9,929 shares; 2025Q2: 9,553 shares; 2025Q3: 8,456 shares; 2025Q4: 8,875 shares; 2026Q1: 8,582 shares; 2026Q2: 9,423 shares 9,423$537K0.05%+841Timeline
SPHDINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,762 shares; 2024Q4: 15,413 shares; 2025Q1: 14,367 shares; 2025Q2: 14,116 shares; 2025Q3: 14,043 shares; 2025Q4: 13,515 shares; 2026Q1: 11,036 shares; 2026Q2: 10,547 shares 10,547$536K0.05%-489Timeline
IGEISHARES TRQuarterly 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: 5,070 shares; 2026Q1: 9,637 shares; 2026Q2: 9,529 shares 9,529$535K0.05%-108Timeline
VHTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,634 shares; 2024Q4: 2,126 shares; 2025Q1: 1,894 shares; 2025Q2: 1,998 shares; 2025Q3: 1,555 shares; 2025Q4: 1,539 shares; 2026Q1: 1,606 shares; 2026Q2: 1,787 shares 1,787$534K0.05%+181Timeline
IWYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,392 shares; 2024Q4: 2,506 shares; 2025Q1: 1,679 shares; 2025Q2: 1,297 shares; 2025Q3: 1,685 shares; 2025Q4: 1,738 shares; 2026Q1: 1,686 shares; 2026Q2: 1,761 shares 1,761$512K0.05%+75Timeline
RDVIFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,452 shares; 2024Q4: 9,202 shares; 2025Q1: 12,012 shares; 2025Q2: 12,012 shares; 2025Q3: 13,118 shares; 2025Q4: 25,752 shares; 2026Q1: 32,250 shares; 2026Q2: 17,386 shares 17,386$511K0.05%-14,864Timeline
FTLSFIRST TR EXCH TRADED FD IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,654 shares; 2026Q1: 6,840 shares; 2026Q2: 6,881 shares 6,881$508K0.05%+41Timeline
LRCXLAM RESEARCH CORPQuarterly 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: 1,646 shares; 2025Q4: 2,409 shares; 2026Q1: 2,676 shares; 2026Q2: 1,132 shares 1,132$491K0.04%-1,544Timeline
KJANINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,531 shares; 2024Q4: 27,486 shares; 2025Q1: 32,149 shares; 2025Q2: 30,966 shares; 2025Q3: 18,260 shares; 2025Q4: 18,303 shares; 2026Q1: 21,465 shares; 2026Q2: 10,749 shares 10,749$490K0.04%-10,716Timeline
GAPRFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,229 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,758 shares 11,758$490K0.04%newTimeline
TMTOYOTA MOTOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,117 shares; 2025Q1: 1,996 shares; 2025Q2: 2,329 shares; 2025Q3: 3,322 shares; 2025Q4: 3,502 shares; 2026Q1: 3,081 shares; 2026Q2: 2,905 shares 2,905$489K0.04%-176Timeline
PHPARKER-HANNIFIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 418 shares; 2024Q4: 421 shares; 2025Q1: 409 shares; 2025Q2: 405 shares; 2025Q3: 416 shares; 2025Q4: 418 shares; 2026Q1: 431 shares; 2026Q2: 497 shares 497$487K0.04%+66Timeline
CGMMCAPITAL GROUP EQUITY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,930 shares; 2026Q1: 15,147 shares; 2026Q2: 14,609 shares 14,609$482K0.04%-538Timeline
IBITISHARES BITCOIN TRUST ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,502 shares; 2025Q1: 5,731 shares; 2025Q2: 5,848 shares; 2025Q3: 9,694 shares; 2025Q4: 10,293 shares; 2026Q1: 12,883 shares; 2026Q2: 14,450 shares 14,450$481K0.04%+1,567Timeline
EBAYEBAY INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,222 shares; 2024Q4: 4,239 shares; 2025Q1: 4,281 shares; 2025Q2: 4,316 shares; 2025Q3: 4,338 shares; 2025Q4: 4,187 shares; 2026Q1: 4,268 shares; 2026Q2: 4,298 shares 4,298$480K0.04%+30Timeline
CGHMCAPITAL GRP FIXED INCM ETF TQuarterly 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: 11,036 shares; 2026Q1: 14,550 shares; 2026Q2: 18,485 shares 18,485$478K0.04%+3,935Timeline
CLCVCROSSMARK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,731 shares 15,731$471K0.04%newTimeline
EFIVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,243 shares; 2025Q1: 5,685 shares; 2025Q2: 5,569 shares; 2025Q3: 6,023 shares; 2025Q4: 6,129 shares; 2026Q1: 6,012 shares; 2026Q2: 6,427 shares 6,427$469K0.04%+415Timeline
XMESPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,723 shares; 2026Q2: 4,329 shares 4,329$463K0.04%-3,394Timeline
CRAKVANECK ETF TRUSTQuarterly 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: 10,032 shares 10,032$462K0.04%newTimeline
FBCGFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,977 shares; 2026Q2: 7,434 shares 7,434$462K0.04%+1,457Timeline
SCOPROSHARES TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,915 shares 12,915$452K0.04%newTimeline
ESBGFIRST TR EXCHANGE TRAD FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,465 shares; 2026Q1: 19,096 shares; 2026Q2: 21,947 shares 21,947$451K0.04%+2,851Timeline
SCHBSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,533 shares 15,533$450K0.04%newTimeline
FMDEFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,808 shares; 2026Q2: 11,033 shares 11,033$448K0.04%+2,225Timeline
GILDGILEAD SCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,048 shares; 2024Q4: 3,103 shares; 2025Q1: 3,365 shares; 2025Q2: 3,008 shares; 2025Q3: 3,122 shares; 2025Q4: 3,312 shares; 2026Q1: 3,391 shares; 2026Q2: 3,501 shares 3,501$442K0.04%+110Timeline
INTUINTUITQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 980 shares; 2024Q4: 739 shares; 2025Q1: 716 shares; 2025Q2: 696 shares; 2025Q3: 679 shares; 2025Q4: 739 shares; 2026Q1: 1,127 shares; 2026Q2: 1,690 shares 1,690$441K0.04%+563Timeline
ANGLVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,109 shares; 2024Q4: 9,594 shares; 2025Q1: 10,291 shares; 2025Q2: 11,654 shares; 2025Q3: 10,983 shares; 2025Q4: 10,835 shares; 2026Q1: 12,078 shares; 2026Q2: 15,042 shares 15,042$440K0.04%+2,964Timeline
SYLDCAMBRIA ETF TRQuarterly 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: 4,375 shares; 2026Q2: 5,455 shares 5,455$431K0.04%+1,080Timeline
PDIPIMCO DYNAMIC INCOME FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,485 shares; 2024Q4: 24,155 shares; 2025Q1: 23,747 shares; 2025Q2: 24,467 shares; 2025Q3: 29,257 shares; 2025Q4: 26,752 shares; 2026Q1: 25,802 shares; 2026Q2: 25,787 shares 25,787$431K0.04%-15Timeline
COFCAPITAL ONE FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,459 shares; 2024Q4: 1,471 shares; 2025Q1: 1,444 shares; 2025Q2: 2,021 shares; 2025Q3: 2,252 shares; 2025Q4: 2,225 shares; 2026Q1: 2,117 shares; 2026Q2: 2,136 shares 2,136$428K0.04%+19Timeline
SIVRABRDN SILVER ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,661 shares; 2026Q1: 7,535 shares; 2026Q2: 7,606 shares 7,606$428K0.04%+71Timeline
SLBSLB LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,138 shares; 2025Q2: 9,809 shares; 2025Q3: 10,252 shares; 2025Q4: 10,995 shares; 2026Q1: 9,513 shares; 2026Q2: 9,069 shares 9,069$422K0.04%-444Timeline
QCOMQUALCOMM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,879 shares; 2024Q4: 2,170 shares; 2025Q1: 3,150 shares; 2025Q2: 2,588 shares; 2025Q3: 2,713 shares; 2025Q4: 2,950 shares; 2026Q1: 2,409 shares; 2026Q2: 2,281 shares 2,281$422K0.04%-128Timeline
XLRESELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,261 shares; 2024Q4: 10,313 shares; 2025Q1: 9,956 shares; 2025Q2: 9,865 shares; 2025Q3: 9,299 shares; 2025Q4: 9,629 shares; 2026Q1: 9,560 shares; 2026Q2: 9,539 shares 9,539$420K0.04%-21Timeline
GAUGFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,264 shares; 2025Q4: 10,264 shares; 2026Q1: 9,753 shares; 2026Q2: 9,753 shares 9,753$404K0.04%0Timeline
BLKBLACKROCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 329 shares; 2025Q2: 319 shares; 2025Q3: 313 shares; 2025Q4: 308 shares; 2026Q1: 369 shares; 2026Q2: 416 shares 416$400K0.04%+47Timeline
XBISPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,516 shares; 2026Q2: 2,507 shares 2,507$397K0.04%-9Timeline
XLBSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,797 shares; 2024Q4: 3,978 shares; 2025Q1: 4,036 shares; 2025Q2: 4,068 shares; 2025Q3: 4,084 shares; 2025Q4: 8,028 shares; 2026Q1: 7,818 shares; 2026Q2: 7,762 shares 7,762$395K0.04%-56Timeline
JMEEJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,014 shares 5,014$391K0.04%newTimeline
HDVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,659 shares; 2024Q4: 2,683 shares; 2025Q1: 2,700 shares; 2025Q2: 2,701 shares; 2025Q3: 2,693 shares; 2025Q4: 2,720 shares; 2026Q1: 2,736 shares; 2026Q2: 14,120 shares 14,120$387K0.04%+11,384Timeline
XMARFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,552 shares; 2024Q4: 12,347 shares; 2025Q1: 12,347 shares; 2025Q2: 9,035 shares; 2025Q3: 9,035 shares; 2025Q4: 9,035 shares; 2026Q1: 9,035 shares; 2026Q2: 9,035 shares 9,035$386K0.03%0Timeline
QUALISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,903 shares; 2024Q4: 1,893 shares; 2025Q1: 1,896 shares; 2025Q2: 1,903 shares; 2025Q3: 1,640 shares; 2025Q4: 1,702 shares; 2026Q1: 1,749 shares; 2026Q2: 1,741 shares 1,741$382K0.03%-8Timeline
FTGCFIRST TR EXCHANGE TRAD FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,457 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,951 shares 13,951$377K0.03%newTimeline
VLOVALERO ENERGY CORPQuarterly 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: 1,443 shares 1,443$376K0.03%newTimeline
VSTVISTRA CORPQuarterly 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: 2,055 shares; 2025Q4: 2,545 shares; 2026Q1: 1,571 shares; 2026Q2: 2,313 shares 2,313$367K0.03%+742Timeline
BABOEING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,493 shares; 2025Q1: 1,557 shares; 2025Q2: 1,649 shares; 2025Q3: 1,447 shares; 2025Q4: 1,430 shares; 2026Q1: 1,347 shares; 2026Q2: 1,688 shares 1,688$365K0.03%+341Timeline
LMBSFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,433 shares; 2025Q2: 4,527 shares; 2025Q3: 4,026 shares; 2025Q4: 13,207 shares; 2026Q1: 7,218 shares; 2026Q2: 7,326 shares 7,326$365K0.03%+108Timeline
SNDKSANDISK CORPQuarterly 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: 160 shares 160$364K0.03%newTimeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,997 shares; 2024Q4: 3,045 shares; 2025Q1: 3,048 shares; 2025Q2: 3,070 shares; 2025Q3: 3,488 shares; 2025Q4: 3,455 shares; 2026Q1: 3,505 shares; 2026Q2: 3,756 shares 3,756$363K0.03%+251Timeline
FJUNFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,300 shares; 2024Q4: 7,334 shares; 2025Q1: 7,334 shares; 2025Q2: 6,572 shares; 2025Q3: 6,249 shares; 2025Q4: 5,838 shares; 2026Q1: 5,838 shares; 2026Q2: 6,024 shares 6,024$361K0.03%+186Timeline
RVNUDBX ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,814 shares; 2024Q4: 15,524 shares; 2025Q1: 18,708 shares; 2025Q2: 12,020 shares; 2025Q3: 11,592 shares; 2025Q4: not reported; 2026Q1: 12,877 shares; 2026Q2: 14,261 shares 14,261$361K0.03%+1,384Timeline
PTLCPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,987 shares; 2025Q3: 5,473 shares; 2025Q4: 5,718 shares; 2026Q1: 6,443 shares; 2026Q2: 6,170 shares 6,170$359K0.03%-273Timeline
BEBLOOM ENERGY CORPQuarterly 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: 1,170 shares 1,170$354K0.03%newTimeline
PBFPBF ENERGY INCQuarterly 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: 7,743 shares 7,743$352K0.03%newTimeline
ORCLORACLE CORPQuarterly 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: 1,583 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,391 shares 2,391$350K0.03%newTimeline
JCIJOHNSON CONTROLS INTERNATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,754 shares; 2026Q2: 2,392 shares 2,392$349K0.03%+638Timeline
JUNMFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,589 shares; 2024Q4: 45,566 shares; 2025Q1: 30,343 shares; 2025Q2: 30,343 shares; 2025Q3: 30,102 shares; 2025Q4: 29,867 shares; 2026Q1: 29,575 shares; 2026Q2: 9,931 shares 9,931$348K0.03%-19,644Timeline
CVSCVS HEALTH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,281 shares; 2024Q4: not reported; 2025Q1: 3,256 shares; 2025Q2: 3,163 shares; 2025Q3: 3,478 shares; 2025Q4: 3,380 shares; 2026Q1: 3,308 shares; 2026Q2: 3,293 shares 3,293$341K0.03%-15Timeline
CMICUMMINS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9 shares; 2026Q2: 467 shares 467$340K0.03%+458Timeline
AMKRAMKOR TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,936 shares 3,936$339K0.03%newTimeline
PTNQPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,317 shares; 2025Q3: 3,328 shares; 2025Q4: 3,511 shares; 2026Q1: 3,932 shares; 2026Q2: 3,746 shares 3,746$332K0.03%-186Timeline
VGLTVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,653 shares; 2025Q3: 6,821 shares; 2025Q4: 4,618 shares; 2026Q1: 6,455 shares; 2026Q2: 6,018 shares 6,018$332K0.03%-437Timeline
NLRVANECK ETF TRUSTQuarterly 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: 2,836 shares 2,836$329K0.03%newTimeline
ARKKARK ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,323 shares; 2024Q4: 13,274 shares; 2025Q1: 13,569 shares; 2025Q2: 12,312 shares; 2025Q3: 12,284 shares; 2025Q4: 10,507 shares; 2026Q1: 4,788 shares; 2026Q2: 3,967 shares 3,967$321K0.03%-821Timeline
COPCONOCOPHILLIPSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,651 shares; 2024Q4: 2,696 shares; 2025Q1: 2,750 shares; 2025Q2: 2,806 shares; 2025Q3: 3,018 shares; 2025Q4: 2,960 shares; 2026Q1: 2,930 shares; 2026Q2: 3,066 shares 3,066$319K0.03%+136Timeline
MFUTTIDAL TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,055 shares; 2026Q2: 17,241 shares 17,241$319K0.03%+186Timeline
XSDSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 640 shares; 2024Q4: not reported; 2025Q1: 636 shares; 2025Q2: not reported; 2025Q3: 627 shares; 2025Q4: 624 shares; 2026Q1: not reported; 2026Q2: 509 shares 509$317K0.03%newTimeline
BUFZFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,513 shares; 2024Q4: 12,513 shares; 2025Q1: 13,291 shares; 2025Q2: 13,291 shares; 2025Q3: 13,291 shares; 2025Q4: 13,291 shares; 2026Q1: 13,111 shares; 2026Q2: 11,282 shares 11,282$315K0.03%-1,829Timeline
SMGSCOTTS MIRACLE-GRO COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,616 shares 4,616$314K0.03%newTimeline
EMBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,312 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,357 shares; 2026Q1: not reported; 2026Q2: 3,249 shares 3,249$313K0.03%newTimeline
HBANHUNTINGTON BANCSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,927 shares; 2026Q2: 17,633 shares 17,633$313K0.03%+4,706Timeline
WDCWESTERN DIGITAL CORPQuarterly 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: 489 shares 489$312K0.03%newTimeline
YMARFIRST TR EXCHNG TRADED FD VIQuarterly 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: 10,824 shares 10,824$310K0.03%newTimeline
GNRCGENERAC HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,099 shares; 2026Q2: 1,055 shares 1,055$309K0.03%-44Timeline
SPSMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,220 shares; 2024Q4: 19,109 shares; 2025Q1: 16,787 shares; 2025Q2: 13,026 shares; 2025Q3: 10,033 shares; 2025Q4: 13,285 shares; 2026Q1: 4,343 shares; 2026Q2: 5,349 shares 5,349$308K0.03%+1,006Timeline
SIMOSILICON MOTION TECHNOLOGY COQuarterly 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: 925 shares 925$308K0.03%newTimeline
DIASTATE STR SPDR DOW JONES INDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,065 shares; 2024Q4: 1,152 shares; 2025Q1: 1,654 shares; 2025Q2: 1,581 shares; 2025Q3: 1,506 shares; 2025Q4: 884 shares; 2026Q1: 525 shares; 2026Q2: 587 shares 587$306K0.03%+62Timeline
PANWPALO ALTO NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 958 shares; 2024Q4: 2,215 shares; 2025Q1: 2,168 shares; 2025Q2: 2,381 shares; 2025Q3: 1,798 shares; 2025Q4: 1,856 shares; 2026Q1: 1,880 shares; 2026Q2: 888 shares 888$303K0.03%-992Timeline
FIDUFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,017 shares; 2025Q1: not reported; 2025Q2: 2,791 shares; 2025Q3: 2,807 shares; 2025Q4: not reported; 2026Q1: 2,950 shares; 2026Q2: 3,029 shares 3,029$302K0.03%+79Timeline
IAUINEOS ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,798 shares; 2026Q1: 6,912 shares; 2026Q2: 6,212 shares 6,212$301K0.03%-700Timeline
FLMXFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,793 shares; 2025Q4: 10,927 shares; 2026Q1: 15,492 shares; 2026Q2: 8,180 shares 8,180$300K0.03%-7,312Timeline
WBIYABSOLUTE SHS TRQuarterly 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: 8,553 shares 8,553$299K0.03%newTimeline
DRAMROUNDHILL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,035 shares 4,035$298K0.03%newTimeline
OMFLINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,263 shares; 2024Q4: 4,269 shares; 2025Q1: 4,279 shares; 2025Q2: 4,287 shares; 2025Q3: 4,294 shares; 2025Q4: 4,305 shares; 2026Q1: 4,316 shares; 2026Q2: 4,325 shares 4,325$296K0.03%+9Timeline
MMM3M COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,774 shares; 2024Q4: 21,086 shares; 2025Q1: 2,938 shares; 2025Q2: 2,443 shares; 2025Q3: 2,270 shares; 2025Q4: 1,881 shares; 2026Q1: 1,794 shares; 2026Q2: 1,830 shares 1,830$296K0.03%+36Timeline
APOCINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,040 shares; 2025Q2: 12,519 shares; 2025Q3: 11,866 shares; 2025Q4: 11,645 shares; 2026Q1: 11,520 shares; 2026Q2: 11,175 shares 11,175$294K0.03%-345Timeline
MTBM & T BK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,254 shares; 2024Q4: 1,268 shares; 2025Q1: 1,208 shares; 2025Q2: 1,208 shares; 2025Q3: 1,216 shares; 2025Q4: 1,207 shares; 2026Q1: 1,219 shares; 2026Q2: 1,230 shares 1,230$293K0.03%+11Timeline
IBBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,084 shares; 2026Q1: 1,594 shares; 2026Q2: 1,536 shares 1,536$292K0.03%-58Timeline
DDFLINNOVATOR ETFS TRUSTQuarterly 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: 13,742 shares; 2025Q4: 13,742 shares; 2026Q1: 13,582 shares; 2026Q2: 13,582 shares 13,582$288K0.03%0Timeline
SHOPSHOPIFY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,312 shares; 2024Q4: 3,613 shares; 2025Q1: 3,342 shares; 2025Q2: 3,010 shares; 2025Q3: 2,899 shares; 2025Q4: 2,944 shares; 2026Q1: 2,846 shares; 2026Q2: 2,507 shares 2,507$286K0.03%-339Timeline
ETNEATON CORP PLCQuarterly 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: 620 shares; 2026Q2: 665 shares 665$283K0.03%+45Timeline
CSXCSX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,987 shares; 2026Q2: 5,954 shares 5,954$283K0.03%-33Timeline
BARGRANITESHARES GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,878 shares; 2025Q2: 9,034 shares; 2025Q3: 9,941 shares; 2025Q4: 8,733 shares; 2026Q1: 7,852 shares; 2026Q2: 7,152 shares 7,152$283K0.03%-700Timeline
GBILGOLDMAN SACHS ETF TRQuarterly 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: 2,001 shares; 2025Q4: 2,017 shares; 2026Q1: 2,699 shares; 2026Q2: 2,820 shares 2,820$282K0.03%+121Timeline
GOAUETF SER SOLUTIONSQuarterly 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: 17,300 shares; 2025Q4: 25,181 shares; 2026Q1: 21,255 shares; 2026Q2: 7,585 shares 7,585$282K0.03%-13,670Timeline
FDRRFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,125 shares; 2024Q4: 4,875 shares; 2025Q1: 4,878 shares; 2025Q2: 4,613 shares; 2025Q3: 4,612 shares; 2025Q4: 4,489 shares; 2026Q1: 4,339 shares; 2026Q2: 4,343 shares 4,343$282K0.03%+4Timeline
RPVINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,383 shares; 2024Q4: 2,396 shares; 2025Q1: 2,414 shares; 2025Q2: 2,428 shares; 2025Q3: 2,430 shares; 2025Q4: 2,443 shares; 2026Q1: 2,458 shares; 2026Q2: 2,473 shares 2,473$281K0.03%+15Timeline
BUFGFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,590 shares; 2024Q4: 9,590 shares; 2025Q1: 9,590 shares; 2025Q2: 9,590 shares; 2025Q3: 9,590 shares; 2025Q4: 9,590 shares; 2026Q1: 9,590 shares; 2026Q2: 9,590 shares 9,590$281K0.03%0Timeline
FIXCOMFORT SYS USA INCQuarterly 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: 141 shares 141$279K0.03%newTimeline
PGRPROGRESSIVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 979 shares; 2024Q4: 1,038 shares; 2025Q1: 1,233 shares; 2025Q2: 1,695 shares; 2025Q3: 938 shares; 2025Q4: 920 shares; 2026Q1: 1,088 shares; 2026Q2: 1,263 shares 1,263$276K0.02%+175Timeline
VELOVELO3D INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,620 shares; 2026Q2: 15,650 shares 15,650$275K0.02%+30Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,124 shares; 2024Q4: 3,319 shares; 2025Q1: 5,723 shares; 2025Q2: 5,720 shares; 2025Q3: 4,969 shares; 2025Q4: 5,239 shares; 2026Q1: 3,999 shares; 2026Q2: 1,289 shares 1,289$274K0.02%-2,710Timeline
STZCONSTELLATION BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,320 shares; 2024Q4: 2,292 shares; 2025Q1: 2,830 shares; 2025Q2: 2,529 shares; 2025Q3: 2,489 shares; 2025Q4: 2,302 shares; 2026Q1: 2,026 shares; 2026Q2: 1,971 shares 1,971$274K0.02%-55Timeline
VNLAJANUS DETROIT STR TRQuarterly 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: 4,811 shares; 2026Q2: 5,592 shares 5,592$273K0.02%+781Timeline
ISRGINTUITIVE SURGICAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 479 shares; 2024Q4: 488 shares; 2025Q1: 542 shares; 2025Q2: 642 shares; 2025Q3: not reported; 2025Q4: 682 shares; 2026Q1: 689 shares; 2026Q2: 685 shares 685$272K0.02%-4Timeline
EMREMERSON ELEC COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,854 shares; 2024Q4: 1,976 shares; 2025Q1: 1,895 shares; 2025Q2: 1,967 shares; 2025Q3: 3,187 shares; 2025Q4: 4,275 shares; 2026Q1: 5,432 shares; 2026Q2: 1,895 shares 1,895$271K0.02%-3,537Timeline
CLXCLOROX CO DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 375 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,839 shares 2,839$271K0.02%newTimeline
BNYBANK OF NY MELLON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,835 shares; 2025Q4: 4,053 shares; 2026Q1: 3,731 shares; 2026Q2: 1,825 shares 1,825$264K0.02%-1,906Timeline
COHRCOHERENT CORPQuarterly 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: 659 shares 659$260K0.02%newTimeline
DUKDUKE ENERGY CORP NEWQuarterly 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: 2,046 shares 2,046$259K0.02%newTimeline
ONTOONTO INNOVATION INCQuarterly 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: 683 shares 683$258K0.02%newTimeline
SBUXSTARBUCKS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,323 shares; 2024Q4: 67,317 shares; 2025Q1: 31,128 shares; 2025Q2: 6,804 shares; 2025Q3: 6,101 shares; 2025Q4: 3,978 shares; 2026Q1: 2,638 shares; 2026Q2: 2,506 shares 2,506$256K0.02%-132Timeline
FAARFIRST TR EXCHANGE TRAD FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,502 shares; 2026Q1: 8,028 shares; 2026Q2: 8,083 shares 8,083$256K0.02%+55Timeline
FENYFIDELITY COVINGTON TRUSTQuarterly 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: 18,280 shares; 2026Q2: 8,609 shares 8,609$254K0.02%-9,671Timeline
QJUNFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,106 shares; 2024Q4: 9,148 shares; 2025Q1: 9,148 shares; 2025Q2: 8,190 shares; 2025Q3: 7,788 shares; 2025Q4: 7,282 shares; 2026Q1: 7,283 shares; 2026Q2: 7,503 shares 7,503$253K0.02%+220Timeline
IYTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,954 shares; 2026Q2: 2,915 shares 2,915$253K0.02%-39Timeline
SCHFSCHWAB STRATEGIC TRQuarterly 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: 9,123 shares 9,123$253K0.02%newTimeline
CALFPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90,484 shares; 2024Q4: 90,671 shares; 2025Q1: 97,441 shares; 2025Q2: 110,384 shares; 2025Q3: 9,197 shares; 2025Q4: 5,575 shares; 2026Q1: 4,824 shares; 2026Q2: 4,893 shares 4,893$248K0.02%+69Timeline
WPCWP CAREY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,172 shares; 2024Q4: 589 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,588 shares; 2025Q4: not reported; 2026Q1: 3,647 shares; 2026Q2: 3,451 shares 3,451$247K0.02%-196Timeline
SHYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,955 shares; 2024Q4: 2,980 shares; 2025Q1: 2,831 shares; 2025Q2: 2,742 shares; 2025Q3: 2,702 shares; 2025Q4: 2,578 shares; 2026Q1: not reported; 2026Q2: 2,998 shares 2,998$246K0.02%newTimeline
APDAIR PRODUCTS AND CHEMICALS IQuarterly 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: 803 shares; 2026Q2: 835 shares 835$245K0.02%+32Timeline
USMVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,471 shares; 2024Q4: 2,470 shares; 2025Q1: 2,475 shares; 2025Q2: 2,498 shares; 2025Q3: 2,479 shares; 2025Q4: 2,473 shares; 2026Q1: 2,537 shares; 2026Q2: 2,526 shares 2,526$244K0.02%-11Timeline
AMLPALPS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,619 shares 4,619$239K0.02%newTimeline
DRIVGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,745 shares; 2024Q4: not reported; 2025Q1: 6,826 shares; 2025Q2: not reported; 2025Q3: 7,366 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,195 shares 6,195$239K0.02%newTimeline
SCHZSCHWAB STRATEGIC TRQuarterly 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: 10,243 shares 10,243$237K0.02%newTimeline
BWXTBWX TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,210 shares; 2026Q2: 1,216 shares 1,216$237K0.02%+6Timeline
BIBLNORTHERN LTS FD TR IVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,081 shares 4,081$236K0.02%newTimeline
COPXGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,085 shares; 2024Q4: 6,743 shares; 2025Q1: 7,180 shares; 2025Q2: 7,741 shares; 2025Q3: 7,756 shares; 2025Q4: 3,019 shares; 2026Q1: 3,328 shares; 2026Q2: 3,069 shares 3,069$236K0.02%-259Timeline
DGDOLLAR GEN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,279 shares; 2024Q4: 3,469 shares; 2025Q1: 3,714 shares; 2025Q2: 2,511 shares; 2025Q3: 2,721 shares; 2025Q4: 2,689 shares; 2026Q1: 2,016 shares; 2026Q2: 2,031 shares 2,031$234K0.02%+15Timeline
CPBTHE CAMPBELLS COMPANYQuarterly 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: 10,221 shares 10,221$228K0.02%newTimeline
GBUGSPROTT FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,814 shares 5,814$227K0.02%newTimeline
ORLYOREILLY AUTOMOTIVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 189 shares; 2025Q2: 3,532 shares; 2025Q3: 4,074 shares; 2025Q4: 3,893 shares; 2026Q1: 4,427 shares; 2026Q2: 2,459 shares 2,459$226K0.02%-1,968Timeline
VDCVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,022 shares; 2024Q4: 2,224 shares; 2025Q1: 2,892 shares; 2025Q2: 3,723 shares; 2025Q3: 4,071 shares; 2025Q4: 4,071 shares; 2026Q1: 3,692 shares; 2026Q2: 4,670 shares 4,670$226K0.02%+978Timeline
BNDXVANGUARD CHARLOTTE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,227 shares; 2024Q4: 9,059 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,670 shares 4,670$226K0.02%newTimeline
MILNGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,566 shares; 2024Q4: 5,046 shares; 2025Q1: 5,180 shares; 2025Q2: 5,154 shares; 2025Q3: 5,200 shares; 2025Q4: 4,791 shares; 2026Q1: 5,048 shares; 2026Q2: 5,204 shares 5,204$225K0.02%+156Timeline
JAAAJANUS DETROIT STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,003 shares; 2025Q1: not reported; 2025Q2: 4,024 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,664 shares; 2026Q2: 4,429 shares 4,429$224K0.02%-235Timeline
ZMARINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,400 shares; 2025Q3: 7,725 shares; 2025Q4: 7,725 shares; 2026Q1: 7,725 shares; 2026Q2: 7,725 shares 7,725$218K0.02%0Timeline
VTVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 260 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,446 shares; 2026Q1: 1,452 shares; 2026Q2: 1,377 shares 1,377$216K0.02%-75Timeline
LNGCHENIERE ENERGY INCQuarterly 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: 882 shares; 2026Q2: 896 shares 896$214K0.02%+14Timeline
RCLROYAL CARIBBEAN GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 660 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 674 shares 674$214K0.02%newTimeline
GRNYTIDAL TRUST IQuarterly 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: 7,636 shares 7,636$211K0.02%newTimeline
ABTABBOTT LABORATORIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,227 shares; 2024Q4: 2,120 shares; 2025Q1: 3,263 shares; 2025Q2: 3,524 shares; 2025Q3: 2,523 shares; 2025Q4: 2,285 shares; 2026Q1: 2,494 shares; 2026Q2: 2,325 shares 2,325$211K0.02%-169Timeline
AUGMFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares; 2026Q2: 6,000 shares 6,000$210K0.02%0Timeline
PFEPFIZER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,542 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,712 shares; 2025Q3: not reported; 2025Q4: 8,797 shares; 2026Q1: 9,089 shares; 2026Q2: 8,688 shares 8,688$209K0.02%-401Timeline
TJXTJX COS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,291 shares; 2026Q2: 1,357 shares 1,357$206K0.02%+66Timeline
MEDPMEDPACE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 716 shares; 2024Q4: 756 shares; 2025Q1: 837 shares; 2025Q2: 859 shares; 2025Q3: 753 shares; 2025Q4: 700 shares; 2026Q1: not reported; 2026Q2: 383 shares 383$203K0.02%newTimeline
CAGCONAGRA BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,010 shares 15,010$202K0.02%newTimeline
BMYBRISTOL-MYERS SQUIBB COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,191 shares; 2024Q4: 6,014 shares; 2025Q1: 4,308 shares; 2025Q2: 4,715 shares; 2025Q3: 5,477 shares; 2025Q4: 5,442 shares; 2026Q1: 3,967 shares; 2026Q2: 3,499 shares 3,499$202K0.02%-468Timeline
MDLZMONDELEZ INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,486 shares; 2026Q2: 3,482 shares 3,482$201K0.02%-4Timeline
EVRGEVERGY INCQuarterly 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: 2,325 shares 2,325$201K0.02%newTimeline
CLSCELESTICA INCQuarterly 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: 549 shares 549$200K0.02%newTimeline
FTITECHNIPFMC PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,020 shares 3,020$200K0.02%newTimeline
SGDMSPROTT ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,182 shares 3,182$200K0.02%newTimeline
FFORD MTR COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,130 shares; 2025Q1: 12,710 shares; 2025Q2: 12,974 shares; 2025Q3: 14,377 shares; 2025Q4: 12,838 shares; 2026Q1: 13,790 shares; 2026Q2: 13,727 shares 13,727$191K0.02%-63Timeline
OIHVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,322 shares; 2025Q1: 1,183 shares; 2025Q2: 1,166 shares; 2025Q3: not reported; 2025Q4: 674 shares; 2026Q1: 1,964 shares; 2026Q2: 477 shares 477$177K0.02%-1,487Timeline
DECKDECKERS OUTDOOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,250 shares; 2024Q4: 2,202 shares; 2025Q1: 2,183 shares; 2025Q2: 2,148 shares; 2025Q3: 2,130 shares; 2025Q4: 2,123 shares; 2026Q1: 1,955 shares; 2026Q2: 1,771 shares 1,771$176K0.02%-184Timeline
SLVPISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,369 shares; 2026Q2: 4,874 shares 4,874$150K0.01%-495Timeline
VRSKVERISK ANALYTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 467 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 455 shares; 2026Q1: not reported; 2026Q2: 431 shares 431$77.4K0.01%newTimeline
VCSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,110 shares; 2024Q4: 3,172 shares; 2025Q1: 3,221 shares; 2025Q2: 5,502 shares; 2025Q3: 2,984 shares; 2025Q4: 292 shares; 2026Q1: not reported; 2026Q2: 252 shares 252$19.9K<0.01%newTimeline
QSIQUANTUM SI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,243 shares; 2025Q2: 24,253 shares; 2025Q3: 24,243 shares; 2025Q4: 24,163 shares; 2026Q1: 22,697 shares; 2026Q2: 22,292 shares 22,292$19.7K<0.01%-405Timeline
FURYFURY GOLD MINES LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: not reported; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000$5.4K<0.01%0Timeline
GRABWGRAB HOLDINGS LIMITEDQuarterly 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: 15,000 shares; 2025Q4: 15,000 shares; 2026Q1: not reported; 2026Q2: 30,000 shares 30,000$1.34K<0.01%newTimeline
RQIRTCOHEN & STEERS QUALITY INCOMQuarterly 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: 78,277 shares 78,277$1.17K<0.01%newTimeline

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
GDMNWISDOMTREE TR28,175$2.85Mshares
GJULFIRST TR EXCHNG TRADED FD VI22,299$909Kshares
VISVANGUARD WORLD FD1,680$525Kshares
IYMISHARES TR2,601$458Kshares
KCESPDR SERIES TRUST3,098$426Kshares
CCJCAMECO CORP3,398$369Kshares
CTASCINTAS CORP2,103$356Kshares
PPGPPG INDS INC3,177$340Kshares
TPLTEXAS PACIFIC LAND CORPORATI702$333Kshares
KNSLKINSALE CAP GROUP INC974$333Kshares
BSXBOSTON SCIENTIFIC CORP4,941$310Kshares
KRESPDR SERIES TRUST4,733$308Kshares
CNQCANADIAN NAT RES LTD MED TER5,958$290Kshares
AGGISHARES TR2,792$277Kshares
VIXYPROSHARES TR II8,006$275Kshares
UIUBIQUITI INC327$258Kshares
HOODROBINHOOD MKTS INC3,695$256Kshares
USHYISHARES TR6,796$250Kshares
FLTRVANECK ETF TRUST9,802$250Kshares
GBTCGRAYSCALE BITCOIN TRUST ETF4,717$249Kshares
PSLVSPROTT ASSET MANAGEMENT LP10,191$249Kshares
HALHALLIBURTON CO6,310$246Kshares
VWOBVANGUARD WHITEHALL FDS3,704$243Kshares
FJULFIRST TR EXCHNG TRADED FD VI4,357$238Kshares
STIPISHARES TR2,243$232Kshares
VOEVANGUARD INDEX FDS1,258$232Kshares
GDXJVANECK ETF TRUST1,924$231Kshares
FMBFIRST TR EXCH TRADED FD III4,537$230Kshares
SCHVSCHWAB STRATEGIC TR7,470$228Kshares
HASHASBRO INC2,303$216Kshares
PYPLPAYPAL HLDGS INC4,709$213Kshares
OKEONEOK INC NEW2,355$213Kshares
IBPINSTALLED BLDG PRODS INC800$212Kshares
FUTYFIDELITY COVINGTON TRUST3,525$208Kshares
GJUNFIRST TR EXCHNG TRADED FD VI5,232$206Kshares
SRESEMPRA2,100$204Kshares
ICVTISHARES TR1,200$122Kshares
ACHRARCHER AVIATION INC14,914$77.1Kshares
AVXLANAVEX LIFE SCIENCES CORP14,016$43Kshares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001790525-26-000003 base2026-07-16acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0001790525-26-000003 Quarter ended 2026-06-302026-07-16acceptance time not in the bulk data set
13F-HR 0001790525-26-000002 Quarter ended 2026-03-312026-05-04acceptance time not in the bulk data set
13F-HR 0001790525-26-000001 Quarter ended 2025-12-312026-01-23acceptance time not in the bulk data set
13F-HR 0001790525-25-000006 Quarter ended 2025-09-302025-10-16acceptance time not in the bulk data set
13F-HR 0001790525-25-000004 Quarter ended 2025-06-302025-07-02acceptance time not in the bulk data set
13F-HR 0001790525-25-000003 Quarter ended 2025-03-312025-04-09acceptance time not in the bulk data set
13F-HR 0001790525-25-000001 Quarter ended 2024-12-312025-01-10acceptance time not in the bulk data set
13F-HR 0001790525-24-000005 Quarter ended 2024-09-302024-10-04acceptance time not in the bulk data set
13F-HR 0001790525-24-000003 Quarter ended 2024-06-302024-07-05acceptance time not in the bulk data set
13F-HR 0001790525-24-000002 Quarter ended 2024-03-312024-04-19acceptance time not in the bulk data set
13F-HR 0001790525-24-000001 Quarter ended 2023-12-312024-01-16acceptance time not in the bulk data set
13F-HR 0001790525-23-000009 Quarter ended 2023-09-302023-10-12acceptance time not in the bulk data set
13F-HR 0001790525-23-000005 Quarter ended 2023-06-302023-07-06acceptance time not in the bulk data set
13F-HR 0001790525-23-000002 Quarter ended 2023-03-312023-04-07acceptance time not in the bulk data set
13F-HR 0001790525-23-000001 Quarter ended 2022-12-312023-01-05acceptance time not in the bulk data set
13F-HR 0001790525-22-000006 Quarter ended 2022-09-302022-10-05acceptance time not in the bulk data set
13F-HR 0001790525-22-000005 Quarter ended 2022-06-302022-07-13acceptance time not in the bulk data set
13F-HR 0001790525-22-000003 Quarter ended 2022-03-312022-04-18acceptance time not in the bulk data set
13F-HR 0001790525-22-000002 Quarter ended 2021-12-312022-01-11acceptance time not in the bulk data set
13F-HR 0001790525-21-000005 Quarter ended 2021-09-302021-10-08acceptance time not in the bulk data set
13F-HR 0001790525-21-000004 Quarter ended 2021-06-302021-07-15acceptance time not in the bulk data set
13F-HR 0001790525-21-000003 Quarter ended 2021-03-312021-04-13acceptance time not in the bulk data set
13F-HR 0001790525-21-000002 Quarter ended 2020-12-312021-01-12acceptance time not in the bulk data set
13F-HR 0001790525-20-000004 Quarter ended 2020-09-302020-10-14acceptance time not in the bulk data set
13F-HR 0001790525-20-000003 Quarter ended 2020-06-302020-07-08acceptance time not in the bulk data set
13F-HR 0001790525-20-000002 Quarter ended 2020-03-312020-04-30acceptance time not in the bulk data set
13F-HR 0001790525-20-000001 Quarter ended 2019-12-312020-01-16acceptance time not in the bulk data set
13F-HR 0001790525-19-000001 Quarter ended 2019-09-302019-10-11acceptance time not in the bulk data set