ACYN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,182,086 shares; 2026Q3: 3,762,120 shares 3,762,120 $78.5M 7.77% +2,580,034 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 87,194 shares 87,194 $61.1M 6.05% +3,456 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 173,175 shares 173,175 $26.2M 2.6% -90,037 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 33,995 shares 33,995 $25.1M 2.49% -23,398 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 596,496 shares 596,496 $22.4M 2.21% -82,801 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 207,416 shares 207,416 $19.1M 1.89% +586 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 51,519 shares 51,519 $15.7M 1.55% +11,529 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 429,578 shares 429,578 $15.4M 1.53% +26,500 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 46,282 shares 46,282 $15.4M 1.53% -3,661 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 147,742 shares 147,742 $15.3M 1.51% +37,136 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 194,165 shares 194,165 $15.2M 1.51% +19,607 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 24,292 shares 24,292 $14.8M 1.47% +501 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 25,548 shares 25,548 $13.1M 1.3% -1,480 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 55,569 shares 55,569 $12.7M 1.26% -1,407 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 180,368 shares 180,368 $12M 1.19% -92,216 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 245,805 shares 245,805 $11.7M 1.15% -3,483 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 44,108 shares 44,108 $11M 1.09% -8,126 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 211,186 shares 211,186 $10.6M 1.05% -15,756 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 52,656 shares 52,656 $10.3M 1.02% -22,708 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 226,029 shares 226,029 $10.1M 1% +29,110 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 64,725 shares 64,725 $10M 0.99% +10 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 214,802 shares 214,802 $9.64M 0.95% -194,019 Timeline ILDR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 230,259 shares 230,259 $9.1M 0.9% +58,943 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 269,029 shares 269,029 $8.75M 0.87% -63,801 Timeline TRFK PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 83,329 shares 83,329 $8.4M 0.83% +12,769 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 22,947 shares 22,947 $7.9M 0.78% -1,789 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 10,788 shares 10,788 $7.82M 0.77% -1,218 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 22,249 shares 22,249 $7.58M 0.75% +6,949 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 66,830 shares 66,830 $7.06M 0.7% -83,056 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 19,684 shares 19,684 $6.91M 0.68% -1,328 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 135,063 shares 135,063 $6.6M 0.65% +11,839 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 114,351 shares 114,351 $6.43M 0.64% -300,208 Timeline NUKZ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 105,789 shares 105,789 $6.37M 0.63% +9,058 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 151,456 shares 151,456 $6.04M 0.6% -102,617 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 145,746 shares 145,746 $5.97M 0.59% +23,814 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 93,013 shares 93,013 $5.92M 0.59% +1,283 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 109,844 shares 109,844 $5.77M 0.57% -177,241 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 14,790 shares 14,790 $5.54M 0.55% +1,101 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 101,319 shares 101,319 $5.39M 0.53% +178 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 220,392 shares 220,392 $5.37M 0.53% +509 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 215,877 shares 215,877 $5.13M 0.51% -216,192 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 34,343 shares 34,343 $5.04M 0.5% +2,721 Timeline ACYS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 43,252 shares; 2026Q3: 238,588 shares 238,588 $4.91M 0.49% +195,336 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 13,434 shares 13,434 $4.77M 0.47% -470 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 137,098 shares 137,098 $4.71M 0.47% +25,432 Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,082 shares; 2025Q4: 49,803 shares; 2026Q1: 54,765 shares; 2026Q2: 60,399 shares; 2026Q3: 71,857 shares 71,857 $4.62M 0.46% +11,458 Timeline SPRX LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 72,515 shares; 2026Q2: 73,550 shares; 2026Q3: 95,705 shares 95,705 $4.61M 0.46% +22,155 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 115,070 shares 115,070 $4.58M 0.45% +4,851 Timeline GSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 107,703 shares 107,703 $4.54M 0.45% +8,805 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 88,649 shares 88,649 $4.45M 0.44% -5,058 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 5,712 shares 5,712 $4.37M 0.43% +547 Timeline EVMO MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 90,690 shares 90,690 $4.35M 0.43% -846 Timeline PHYL PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 128,680 shares; 2026Q3: 127,649 shares 127,649 $4.27M 0.42% -1,031 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 96,735 shares 96,735 $4.13M 0.41% +1,982 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,640 shares; 2026Q1: 70,525 shares; 2026Q2: 75,338 shares; 2026Q3: 74,776 shares 74,776 $3.84M 0.38% -562 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 22,402 shares 22,402 $3.77M 0.37% +1,158 Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 190,660 shares 190,660 $3.76M 0.37% -315,377 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 61,130 shares 61,130 $3.74M 0.37% -11,067 Timeline GJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 77,101 shares 77,101 $3.55M 0.35% +581 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 15,307 shares 15,307 $3.55M 0.35% -35 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,376 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; 2026Q3: 28,084 shares 28,084 $3.53M 0.35% +3,806 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 57,912 shares 57,912 $3.52M 0.35% -483 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 9,195 shares 9,195 $3.38M 0.33% -2,324 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 66,179 shares 66,179 $3.36M 0.33% +522 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 18,218 shares 18,218 $3.23M 0.32% -19,594 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 8,776 shares 8,776 $3.15M 0.31% -2,512 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 77,143 shares 77,143 $3.13M 0.31% -706 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 15,271 shares 15,271 $3.12M 0.31% -2,091 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 74,975 shares 74,975 $3.09M 0.31% +1,044 Timeline SEPQ LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 111,571 shares 111,571 $3.09M 0.31% -581 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 42,837 shares 42,837 $2.99M 0.3% -1,472 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 8,798 shares 8,798 $2.91M 0.29% +784 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 20,843 shares 20,843 $2.79M 0.28% -2,437 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 53,825 shares 53,825 $2.79M 0.28% -2,372 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 113,549 shares 113,549 $2.77M 0.27% -8,135 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 2,907 shares 2,907 $2.76M 0.27% -763 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 47,504 shares 47,504 $2.73M 0.27% +16,241 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 77,202 shares 77,202 $2.7M 0.27% -2,822 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 18,454 shares 18,454 $2.68M 0.27% -8,583 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 5,363 shares 5,363 $2.67M 0.26% -119 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 5,685 shares 5,685 $2.59M 0.26% -3,025 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 11,293 shares 11,293 $2.59M 0.26% -2,506 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 3,236 shares; 2025Q2: 2,748 shares; 2025Q3: 2,818 shares; 2025Q4: 2,099 shares; 2026Q1: 1,601 shares; 2026Q2: 1,966 shares; 2026Q3: 2,390 shares 2,390 $2.55M 0.25% +424 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 30,842 shares 30,842 $2.53M 0.25% -5,659 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 19,836 shares 19,836 $2.51M 0.25% -2,238 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 19,277 shares 19,277 $2.5M 0.25% -8,827 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 36,861 shares 36,861 $2.48M 0.25% -9,155 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 24,455 shares 24,455 $2.47M 0.24% +3,098 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,083 shares; 2026Q3: 19,192 shares 19,192 $2.46M 0.24% +14,109 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 39,515 shares 39,515 $2.41M 0.24% -2,325 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 65,088 shares 65,088 $2.39M 0.24% +7,476 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 2,941 shares 2,941 $2.38M 0.24% +25 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 1,990 shares 1,990 $2.3M 0.23% +168 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 2,995 shares 2,995 $2.28M 0.23% -1,109 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 19,061 shares 19,061 $2.26M 0.22% -3,111 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 26,605 shares 26,605 $2.26M 0.22% +4,123 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 41,488 shares 41,488 $2.22M 0.22% +1,499 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 17,944 shares 17,944 $2.21M 0.22% -515 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 47,858 shares 47,858 $2.2M 0.22% -10,077 Timeline VALUED ADVISERS TR VALUED ADVISERS TR More: the full row for VALUED ADVISERS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 89,655 shares 89,655 $2.15M 0.21% new CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 47,979 shares 47,979 $2.14M 0.21% +9,386 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 12,557 shares 12,557 $2.1M 0.21% +122 Timeline FNGS BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 25,206 shares 25,206 $2.08M 0.21% -403 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 36,948 shares 36,948 $2.01M 0.2% -7,197 Timeline FLRT PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 43,124 shares 43,124 $2M 0.2% +11,034 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 4,746 shares 4,746 $2M 0.2% +2,611 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 3,263 shares 3,263 $2M 0.2% +350 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 18,689 shares 18,689 $1.96M 0.19% -3,976 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 26,411 shares 26,411 $1.94M 0.19% -8,661 Timeline CAIE CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,964 shares; 2026Q2: 24,338 shares; 2026Q3: 72,318 shares 72,318 $1.93M 0.19% +47,980 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 19,762 shares 19,762 $1.89M 0.19% +2,051 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,023 shares; 2026Q3: 12,464 shares 12,464 $1.88M 0.19% +4,441 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 12,056 shares 12,056 $1.86M 0.18% +499 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 100,451 shares 100,451 $1.86M 0.18% -74,878 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 37,554 shares 37,554 $1.86M 0.18% -3,082 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 8,014 shares 8,014 $1.85M 0.18% -1,117 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 25,735 shares 25,735 $1.84M 0.18% +4,956 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 39,304 shares 39,304 $1.83M 0.18% -11,895 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 15,429 shares 15,429 $1.82M 0.18% +2,352 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,006 shares; 2025Q4: 10,307 shares; 2026Q1: 12,798 shares; 2026Q2: 13,562 shares; 2026Q3: 14,371 shares 14,371 $1.81M 0.18% +809 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 39,677 shares 39,677 $1.8M 0.18% +638 Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 44,333 shares 44,333 $1.8M 0.18% +6,639 Timeline GVAL CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,757 shares; 2026Q1: 41,687 shares; 2026Q2: 44,893 shares; 2026Q3: 47,010 shares 47,010 $1.78M 0.18% +2,117 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 25,473 shares 25,473 $1.77M 0.18% -1,029 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 9,459 shares 9,459 $1.77M 0.18% +1,183 Timeline EIPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 56,421 shares 56,421 $1.76M 0.17% +4,358 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 6,735 shares 6,735 $1.76M 0.17% -455 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 20,092 shares 20,092 $1.73M 0.17% +1,483 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 43,048 shares 43,048 $1.72M 0.17% -72 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 7,087 shares 7,087 $1.7M 0.17% -2,287 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 77,280 shares 77,280 $1.68M 0.17% -4,490 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 27,244 shares 27,244 $1.68M 0.17% -318 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 3,024 shares 3,024 $1.67M 0.17% -725 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 5,805 shares 5,805 $1.65M 0.16% +465 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 19,009 shares 19,009 $1.64M 0.16% -4,898 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 18,165 shares 18,165 $1.64M 0.16% +114 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 6,117 shares 6,117 $1.62M 0.16% -32 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 6,250 shares 6,250 $1.61M 0.16% -2,406 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 14,294 shares 14,294 $1.59M 0.16% -580 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 10,012 shares 10,012 $1.57M 0.16% -7,400 Timeline ARKB ARK 21SHARES BITCOIN ETF More: the full row for ARK 21SHARES BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 55,602 shares 55,602 $1.54M 0.15% -471 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,324 shares; 2026Q2: 14,069 shares; 2026Q3: 16,946 shares 16,946 $1.53M 0.15% +2,877 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 2,262 shares 2,262 $1.53M 0.15% -126 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 15,642 shares 15,642 $1.52M 0.15% -25,388 Timeline FYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,744 shares; 2025Q4: 27,680 shares; 2026Q1: 30,651 shares; 2026Q2: 38,869 shares; 2026Q3: 38,420 shares 38,420 $1.52M 0.15% -449 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 13,864 shares 13,864 $1.51M 0.15% +16 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 36,042 shares 36,042 $1.5M 0.15% +4,721 Timeline INCM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 52,797 shares 52,797 $1.5M 0.15% +1,113 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 12,634 shares 12,634 $1.5M 0.15% -6,422 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 25,822 shares 25,822 $1.49M 0.15% -11,882 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 2,710 shares 2,710 $1.48M 0.15% -8,809 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 26,184 shares 26,184 $1.46M 0.14% +2,095 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 15,473 shares 15,473 $1.45M 0.14% -5,344 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 7,081 shares 7,081 $1.44M 0.14% +940 Timeline WCMI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 72,866 shares 72,866 $1.39M 0.14% +866 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 7,281 shares 7,281 $1.39M 0.14% -680 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 766 shares 766 $1.39M 0.14% -699 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 17,103 shares 17,103 $1.38M 0.14% +530 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,789 shares; 2025Q4: 18,081 shares; 2026Q1: 16,952 shares; 2026Q2: 18,310 shares; 2026Q3: 13,941 shares 13,941 $1.36M 0.13% -4,369 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,850 shares; 2026Q3: 15,118 shares 15,118 $1.36M 0.13% +8,268 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 19,835 shares 19,835 $1.36M 0.13% -8,846 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,498 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; 2026Q3: 1,485 shares 1,485 $1.35M 0.13% -34 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 2,841 shares 2,841 $1.35M 0.13% -806 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 4,578 shares 4,578 $1.33M 0.13% -20 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 10,540 shares 10,540 $1.33M 0.13% -3,409 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 66,229 shares 66,229 $1.31M 0.13% +2,361 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 3,262 shares 3,262 $1.29M 0.13% -201 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 31,036 shares 31,036 $1.29M 0.13% +381 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 5,509 shares 5,509 $1.27M 0.13% -26,187 Timeline FXY INVESCO CURRENCYSHARES More: the full row for INVESCO CURRENCYSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 21,540 shares 21,540 $1.25M 0.12% -1,708 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 20,300 shares 20,300 $1.25M 0.12% -1,036 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 17,790 shares 17,790 $1.25M 0.12% +2,146 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 8,510 shares 8,510 $1.24M 0.12% +58 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 3,956 shares 3,956 $1.24M 0.12% -71 Timeline SCO PROSHARES TR II More: the full row for PROSHARES TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,915 shares; 2026Q3: 61,738 shares 61,738 $1.23M 0.12% +48,823 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,338 shares; 2026Q1: 34,173 shares; 2026Q2: 31,967 shares; 2026Q3: 35,715 shares 35,715 $1.22M 0.12% +3,748 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 2,207 shares 2,207 $1.19M 0.12% -518 Timeline FEMS FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 26,870 shares 26,870 $1.19M 0.12% -29,160 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 28,204 shares 28,204 $1.17M 0.12% -4,116 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 4,417 shares 4,417 $1.17M 0.12% +3,406 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 7,386 shares 7,386 $1.16M 0.12% -1,502 Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 24,507 shares 24,507 $1.16M 0.12% +106 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 6,311 shares 6,311 $1.16M 0.12% -2,795 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 739 shares; 2025Q1: 716 shares; 2025Q2: 696 shares; 2025Q3: 679 shares; 2025Q4: 739 shares; 2026Q1: 1,127 shares; 2026Q2: 1,690 shares; 2026Q3: 4,136 shares 4,136 $1.14M 0.11% +2,446 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 10,923 shares 10,923 $1.14M 0.11% +51 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 3,880 shares 3,880 $1.06M 0.1% +840 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,798 shares; 2026Q1: 5,213 shares; 2026Q2: 5,341 shares; 2026Q3: 5,172 shares 5,172 $1.05M 0.1% -169 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 5,660 shares 5,660 $1.05M 0.1% +401 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 12,323 shares 12,323 $1.04M 0.1% new Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 8,480 shares 8,480 $1.02M 0.1% +645 Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 93,083 shares 93,083 $1.01M 0.1% +12,026 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 2,646 shares 2,646 $1.01M 0.1% -13 Timeline INEQ COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 25,350 shares 25,350 $1.01M 0.1% +559 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 6,178 shares 6,178 $1.01M 0.1% new Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 16,652 shares 16,652 $1M 0.1% -60,437 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 22,245 shares 22,245 $991K 0.1% -14,255 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,533 shares; 2026Q3: 33,768 shares 33,768 $990K 0.1% +18,235 Timeline HYGH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 11,220 shares 11,220 $961K 0.1% -417 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 10,252 shares 10,252 $950K 0.09% +797 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 8,738 shares 8,738 $940K 0.09% +24 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 3,670 shares 3,670 $937K 0.09% -149 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 3,291 shares 3,291 $929K 0.09% +44 Timeline CSRE COHEN & STEERS ETF TRUST More: the full row for COHEN & STEERS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,871 shares; 2025Q4: 24,600 shares; 2026Q1: 24,932 shares; 2026Q2: 32,681 shares; 2026Q3: 34,437 shares 34,437 $919K 0.09% +1,756 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,791 shares; 2025Q4: 5,826 shares; 2026Q1: 11,651 shares; 2026Q2: 16,235 shares; 2026Q3: 16,208 shares 16,208 $900K 0.09% -27 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 11,843 shares 11,843 $897K 0.09% -49 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 8,893 shares 8,893 $897K 0.09% +2,011 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,872 shares; 2026Q1: 39,384 shares; 2026Q2: 41,642 shares; 2026Q3: 35,129 shares 35,129 $892K 0.09% -6,513 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 521 shares; 2025Q1: 589 shares; 2025Q2: 583 shares; 2025Q3: 972 shares; 2025Q4: 928 shares; 2026Q1: 836 shares; 2026Q2: 950 shares; 2026Q3: 970 shares 970 $874K 0.09% +20 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 16,101 shares 16,101 $871K 0.09% +1,455 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 10,350 shares 10,350 $870K 0.09% +119 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 5,970 shares 5,970 $860K 0.09% -97 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 19,037 shares 19,037 $858K 0.09% -1,379 Timeline FMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,370 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,852 shares; 2026Q3: 14,852 shares 14,852 $852K 0.08% 0 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,468 shares; 2025Q1: 1,268 shares; 2025Q2: 911 shares; 2025Q3: 891 shares; 2025Q4: 865 shares; 2026Q1: 1,030 shares; 2026Q2: 1,137 shares; 2026Q3: 1,485 shares 1,485 $845K 0.08% +348 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 13,849 shares 13,849 $838K 0.08% -586 Timeline QVOY ULTIMUS MANAGERS TR More: the full row for ULTIMUS MANAGERS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 29,547 shares 29,547 $830K 0.08% +25,639 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 9,979 shares 9,979 $827K 0.08% -429 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,922 shares; 2025Q4: 2,483 shares; 2026Q1: 3,869 shares; 2026Q2: 4,977 shares; 2026Q3: 6,767 shares 6,767 $820K 0.08% +1,790 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 31,270 shares 31,270 $811K 0.08% +972 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,635 shares; 2025Q4: 3,047 shares; 2026Q1: not reported; 2026Q2: 7,257 shares; 2026Q3: 7,831 shares 7,831 $807K 0.08% +574 Timeline MBSF VALUED ADVISERS TR More: the full row for VALUED ADVISERS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 31,758 shares 31,758 $807K 0.08% +4,554 Timeline COFS CHOICEONE FINANCIA More: the full row for CHOICEONE FINANCIA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 24,779 shares 24,779 $801K 0.08% 0 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 3,530 shares 3,530 $799K 0.08% +591 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 13,417 shares 13,417 $796K 0.08% -621 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 10,553 shares 10,553 $796K 0.08% +487 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 8,981 shares 8,981 $789K 0.08% -1,203 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 16,891 shares 16,891 $785K 0.08% -144 Timeline CGUI CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 30,374 shares 30,374 $765K 0.08% -376 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 2,306 shares 2,306 $761K 0.08% +446 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 4,066 shares 4,066 $747K 0.07% -85 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 17,024 shares 17,024 $737K 0.07% -1,259 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 10,424 shares 10,424 $736K 0.07% +957 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 8,844 shares 8,844 $727K 0.07% -3,534 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 18,298 shares 18,298 $722K 0.07% -11,000 Timeline XTWY BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,071 shares; 2025Q4: 20,451 shares; 2026Q1: 21,059 shares; 2026Q2: 23,700 shares; 2026Q3: 21,737 shares 21,737 $718K 0.07% -1,963 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 7,988 shares 7,988 $717K 0.07% +257 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 2,635 shares 2,635 $716K 0.07% -102 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,811 shares; 2026Q2: 5,592 shares; 2026Q3: 14,744 shares 14,744 $716K 0.07% +9,152 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 16,182 shares 16,182 $713K 0.07% -30 Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,589 shares; 2026Q1: 17,001 shares; 2026Q2: 14,438 shares; 2026Q3: 15,395 shares 15,395 $705K 0.07% +957 Timeline PSFF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 20,058 shares 20,058 $704K 0.07% +243 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,265 shares; 2026Q2: 8,300 shares; 2026Q3: 7,463 shares 7,463 $702K 0.07% -837 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 11,469 shares 11,469 $701K 0.07% -2,017 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 14,788 shares 14,788 $700K 0.07% +338 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,197 shares; 2026Q2: 2,270 shares; 2026Q3: 2,641 shares 2,641 $698K 0.07% +371 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,908 shares 1,908 $696K 0.07% +75 Timeline GDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 17,052 shares 17,052 $696K 0.07% -209 Timeline FEMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 24,240 shares 24,240 $690K 0.07% -6,111 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 3,180 shares 3,180 $687K 0.07% -1,239 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 9,760 shares 9,760 $675K 0.07% -1,177 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 10,325 shares 10,325 $673K 0.07% -14,043 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,034 shares; 2026Q1: 2,604 shares; 2026Q2: 2,633 shares; 2026Q3: 2,646 shares 2,646 $672K 0.07% +13 Timeline GBUG SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,814 shares; 2026Q3: 14,347 shares 14,347 $671K 0.07% +8,533 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 2,104 shares 2,104 $668K 0.07% +1 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,443 shares; 2026Q3: 1,691 shares 1,691 $656K 0.06% +248 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,989 shares 1,989 $653K 0.06% +857 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,249 shares 1,249 $652K 0.06% -10 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 8,300 shares 8,300 $648K 0.06% -89 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 14,976 shares 14,976 $647K 0.06% -903 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 3,527 shares 3,527 $646K 0.06% +622 Timeline GMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,732 shares; 2026Q2: 14,732 shares; 2026Q3: 14,191 shares 14,191 $642K 0.06% -541 Timeline WCME FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,483 shares; 2025Q4: not reported; 2026Q1: 22,329 shares; 2026Q2: 30,569 shares; 2026Q3: 32,843 shares 32,843 $626K 0.06% +2,274 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 17,225 shares 17,225 $610K 0.06% -20,561 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 826 shares; 2025Q1: 428 shares; 2025Q2: 387 shares; 2025Q3: 602 shares; 2025Q4: 646 shares; 2026Q1: 408 shares; 2026Q2: 1,790 shares; 2026Q3: 3,127 shares 3,127 $610K 0.06% +1,337 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 850 shares; 2026Q2: 809 shares; 2026Q3: 1,184 shares 1,184 $605K 0.06% +375 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 2,682 shares 2,682 $590K 0.06% -351 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,716 shares; 2026Q2: 14,056 shares; 2026Q3: 13,069 shares 13,069 $587K 0.06% -987 Timeline DECM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 16,989 shares 16,989 $582K 0.06% 0 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,172 shares 1,172 $576K 0.06% +359 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 4,522 shares 4,522 $566K 0.06% +119 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 1,110 shares 1,110 $565K 0.06% -131 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 3,657 shares 3,657 $562K 0.06% -3 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,892 shares 1,892 $558K 0.06% +131 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 864 shares 864 $555K 0.05% -281 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 2,932 shares 2,932 $551K 0.05% +76 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 10,982 shares 10,982 $551K 0.05% +4,964 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,932 shares; 2026Q2: 15,387 shares; 2026Q3: 13,738 shares 13,738 $548K 0.05% -1,649 Timeline APXM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,125 shares; 2026Q3: 17,036 shares 17,036 $548K 0.05% -1,089 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 3,781 shares 3,781 $547K 0.05% +1,956 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 7,816 shares 7,816 $545K 0.05% +182 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 2,479 shares 2,479 $541K 0.05% -2,191 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 9,888 shares 9,888 $538K 0.05% +465 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 13,418 shares 13,418 $535K 0.05% -967 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 3,554 shares 3,554 $530K 0.05% +53 Timeline EFIV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 7,090 shares 7,090 $525K 0.05% +663 Timeline KJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 27,486 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; 2026Q3: 11,419 shares 11,419 $520K 0.05% +670 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 7,315 shares 7,315 $516K 0.05% -5,372 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 14,395 shares 14,395 $513K 0.05% -2,310 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 9,310 shares 9,310 $507K 0.05% -882 Timeline GAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,758 shares; 2026Q3: 11,758 shares 11,758 $501K 0.05% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,379 shares; 2026Q1: 1,301 shares; 2026Q2: 1,617 shares; 2026Q3: 1,625 shares 1,625 $494K 0.05% +8 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 421 shares; 2025Q1: 409 shares; 2025Q2: 405 shares; 2025Q3: 416 shares; 2025Q4: 418 shares; 2026Q1: 431 shares; 2026Q2: 497 shares; 2026Q3: 514 shares 514 $491K 0.05% +17 Timeline FXU FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 11,113 shares 11,113 $488K 0.05% -450 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,930 shares; 2026Q1: 15,147 shares; 2026Q2: 14,609 shares; 2026Q3: 15,691 shares 15,691 $486K 0.05% +1,082 Timeline SEPM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 14,544 shares 14,544 $485K 0.05% -10,319 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,709 shares 1,709 $479K 0.05% -142 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,505 shares 1,505 $476K 0.05% -282 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 16,961 shares 16,961 $473K 0.05% -425 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,951 shares; 2026Q3: 15,422 shares 15,422 $472K 0.05% +1,471 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,375 shares; 2026Q2: 5,455 shares; 2026Q3: 5,727 shares 5,727 $462K 0.05% +272 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 160 shares; 2026Q3: 264 shares 264 $459K 0.05% +104 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 4,733 shares 4,733 $459K 0.05% +977 Timeline DRAM ROUNDHILL ETF TRUST More: the full row for ROUNDHILL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,035 shares; 2026Q3: 7,437 shares 7,437 $449K 0.04% +3,402 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,036 shares; 2026Q1: 14,550 shares; 2026Q2: 18,485 shares; 2026Q3: 18,438 shares 18,438 $444K 0.04% -47 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 329 shares; 2025Q2: 319 shares; 2025Q3: 313 shares; 2025Q4: 308 shares; 2026Q1: 369 shares; 2026Q2: 416 shares; 2026Q3: 418 shares 418 $442K 0.04% +2 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 9,074 shares 9,074 $442K 0.04% +5 Timeline BOIL PROSHARES TR II More: the full row for PROSHARES TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 22,445 shares 22,445 $441K 0.04% new Timeline CAIQ CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 16,744 shares 16,744 $439K 0.04% new Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,059 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,670 shares; 2026Q3: 9,335 shares 9,335 $438K 0.04% +4,665 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 4,120 shares 4,120 $437K 0.04% -178 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 2,220 shares 2,220 $429K 0.04% +84 Timeline FTGS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 11,300 shares 11,300 $428K 0.04% -41,015 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,790 shares; 2025Q1: 2,472 shares; 2025Q2: 3,162 shares; 2025Q3: 2,254 shares; 2025Q4: 2,298 shares; 2026Q1: 1,680 shares; 2026Q2: not reported; 2026Q3: 1,328 shares 1,328 $426K 0.04% new Timeline JMEE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,014 shares; 2026Q3: 5,783 shares 5,783 $426K 0.04% +769 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 15,259 shares 15,259 $424K 0.04% +217 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,661 shares; 2026Q1: 7,535 shares; 2026Q2: 7,606 shares; 2026Q3: 7,369 shares 7,369 $422K 0.04% -237 Timeline PTNQ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 4,726 shares 4,726 $421K 0.04% +980 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 7,026 shares 7,026 $418K 0.04% +856 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,977 shares; 2026Q2: 7,434 shares; 2026Q3: 6,573 shares 6,573 $415K 0.04% -861 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,257 shares 1,257 $415K 0.04% -4,505 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 141 shares; 2026Q3: 249 shares 249 $412K 0.04% +108 Timeline GAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 9,753 shares 9,753 $411K 0.04% 0 Timeline XCCC BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 12,044 shares 12,044 $410K 0.04% -14,418 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,025 shares 1,025 $407K 0.04% +137 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,808 shares; 2026Q2: 11,033 shares; 2026Q3: 9,890 shares 9,890 $399K 0.04% -1,143 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 2,166 shares 2,166 $399K 0.04% -115 Timeline PBF PBF ENERGY INC More: the full row for PBF ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,743 shares; 2026Q3: 5,176 shares 5,176 $398K 0.04% -2,567 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 14,230 shares 14,230 $398K 0.04% +110 Timeline XMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 9,035 shares 9,035 $394K 0.04% 0 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,836 shares; 2026Q3: 3,761 shares 3,761 $389K 0.04% +925 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,744 shares 1,744 $388K 0.04% +3 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 9,245 shares 9,245 $378K 0.04% -294 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,583 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,391 shares; 2026Q3: 2,753 shares 2,753 $378K 0.04% +362 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 7,743 shares 7,743 $377K 0.04% -19 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 2,510 shares 2,510 $372K 0.04% +3 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,754 shares; 2026Q2: 2,392 shares; 2026Q3: 2,483 shares 2,483 $369K 0.04% +91 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 620 shares; 2026Q2: 665 shares; 2026Q3: 857 shares 857 $368K 0.04% +192 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,516 shares; 2026Q2: 2,507 shares; 2026Q3: 2,312 shares 2,312 $365K 0.04% -195 Timeline AFLG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 8,207 shares 8,207 $362K 0.04% -24,902 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 2,893 shares 2,893 $362K 0.04% -173 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 3,202 shares 3,202 $361K 0.04% -12,982 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 25,632 shares 25,632 $360K 0.04% -155 Timeline CLCV CROSSMARK ETF TRUST More: the full row for CROSSMARK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,731 shares; 2026Q3: 11,821 shares 11,821 $358K 0.04% -3,910 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,170 shares; 2026Q3: 1,281 shares 1,281 $355K 0.04% +111 Timeline YMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,824 shares; 2026Q3: 12,177 shares 12,177 $354K 0.04% +1,353 Timeline JUNM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 9,931 shares 9,931 $352K 0.03% 0 Timeline WBIY ABSOLUTE SHS TR More: the full row for ABSOLUTE SHS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,553 shares; 2026Q3: 10,037 shares 10,037 $350K 0.03% +1,484 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,020 shares; 2026Q3: 5,150 shares 5,150 $350K 0.03% +2,130 Timeline ESBG FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,465 shares; 2026Q1: 19,096 shares; 2026Q2: 21,947 shares; 2026Q3: 15,909 shares 15,909 $326K 0.03% -6,038 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,123 shares; 2026Q3: 11,794 shares 11,794 $324K 0.03% +2,671 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,084 shares; 2026Q1: 1,594 shares; 2026Q2: 1,536 shares; 2026Q3: 1,530 shares 1,530 $322K 0.03% -6 Timeline GOAU ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 7,435 shares 7,435 $320K 0.03% -150 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 756 shares; 2025Q1: 837 shares; 2025Q2: 859 shares; 2025Q3: 753 shares; 2025Q4: 700 shares; 2026Q1: not reported; 2026Q2: 383 shares; 2026Q3: 513 shares 513 $320K 0.03% +130 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,712 shares 1,712 $319K 0.03% new Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 3,681 shares 3,681 $314K 0.03% +1,222 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,373 shares; 2025Q1: 7,984 shares; 2025Q2: 6,381 shares; 2025Q3: 8,364 shares; 2025Q4: 4,695 shares; 2026Q1: 4,733 shares; 2026Q2: not reported; 2026Q3: 4,513 shares 4,513 $313K 0.03% new Timeline JIVE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,290 shares 3,290 $313K 0.03% new Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 803 shares; 2026Q2: 835 shares; 2026Q3: 1,110 shares 1,110 $309K 0.03% +275 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,975 shares 1,975 $306K 0.03% +80 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 7,810 shares 7,810 $304K 0.03% -7,100 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 4,334 shares 4,334 $302K 0.03% +9 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 10,493 shares 10,493 $299K 0.03% +1,805 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 6,367 shares 6,367 $299K 0.03% -21,678 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,237 shares; 2025Q3: 1,869 shares; 2025Q4: 1,846 shares; 2026Q1: 2,103 shares; 2026Q2: not reported; 2026Q3: 1,525 shares 1,525 $298K 0.03% new Timeline FDRR FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 4,346 shares 4,346 $296K 0.03% +3 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 3,155 shares 3,155 $296K 0.03% -5,364 Timeline IAUI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,798 shares; 2026Q1: 6,912 shares; 2026Q2: 6,212 shares; 2026Q3: 6,112 shares 6,112 $295K 0.03% -100 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 34,379 shares; 2026Q2: 30,106 shares; 2026Q3: 5,943 shares 5,943 $295K 0.03% -24,163 Timeline DDFL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 13,582 shares 13,582 $294K 0.03% 0 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,737 shares 2,737 $294K 0.03% new Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 576 shares 576 $293K 0.03% -11 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 3,408 shares 3,408 $292K 0.03% +115 Timeline MFUT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,055 shares; 2026Q2: 17,241 shares; 2026Q3: 14,761 shares 14,761 $291K 0.03% -2,480 Timeline RVNU DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 12,413 shares 12,413 $289K 0.03% -1,848 Timeline LALT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 11,621 shares 11,621 $287K 0.03% new Timeline BUFG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 9,590 shares 9,590 $287K 0.03% 0 Timeline RPV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 2,486 shares 2,486 $285K 0.03% +13 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,987 shares; 2026Q2: 5,954 shares; 2026Q3: 5,986 shares 5,986 $278K 0.03% +32 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,275 shares 1,275 $277K 0.03% +45 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,478 shares 1,478 $275K 0.03% -210 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 5,131 shares 5,131 $271K 0.03% -218 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,303 shares 1,303 $271K 0.03% +14 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 5,442 shares 5,442 $262K 0.03% -5,105 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 2,739 shares 2,739 $261K 0.03% -12,792 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,586 shares 1,586 $260K 0.03% -244 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 4,609 shares 4,609 $253K 0.03% new Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 2,580 shares 2,580 $251K 0.02% +54 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 4,672 shares 4,672 $251K 0.02% new Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,202 shares 1,202 $249K 0.02% -61 Timeline ONTO ONTO INNOVATION INC More: the full row for ONTO INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 683 shares; 2026Q3: 807 shares 807 $248K 0.02% +124 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 4,905 shares 4,905 $248K 0.02% +476 Timeline FLMX FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 7,143 shares 7,143 $247K 0.02% -1,037 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,924 shares; 2026Q2: not reported; 2026Q3: 2,161 shares 2,161 $246K 0.02% new Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,733 shares; 2025Q1: 1,490 shares; 2025Q2: 1,391 shares; 2025Q3: 1,353 shares; 2025Q4: 1,363 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 864 shares 864 $246K 0.02% new Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 2,045 shares 2,045 $245K 0.02% +14 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 2,728 shares 2,728 $243K 0.02% -1,239 Timeline AVNM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,923 shares 2,923 $243K 0.02% new Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 5,831 shares 5,831 $239K 0.02% -1,321 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,869 shares; 2025Q1: 2,888 shares; 2025Q2: 2,635 shares; 2025Q3: 2,759 shares; 2025Q4: 2,777 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,032 shares 3,032 $238K 0.02% new Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,046 shares; 2026Q3: 2,079 shares 2,079 $237K 0.02% +33 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 2,788 shares 2,788 $236K 0.02% -281 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 3,010 shares 3,010 $235K 0.02% +1,239 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,619 shares; 2026Q3: 4,520 shares 4,520 $234K 0.02% -99 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9 shares; 2026Q2: 467 shares; 2026Q3: 448 shares 448 $232K 0.02% -19 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 489 shares; 2026Q3: 501 shares 501 $228K 0.02% +12 Timeline FEM FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 7,028 shares 7,028 $226K 0.02% -16,789 Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,232 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,719 shares 1,719 $225K 0.02% new Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 882 shares; 2026Q2: 896 shares; 2026Q3: 833 shares 833 $224K 0.02% -63 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 2,391 shares 2,391 $224K 0.02% -14,930 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 2,376 shares 2,376 $223K 0.02% -130 Timeline BIBL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,081 shares; 2026Q3: 4,117 shares 4,117 $223K 0.02% +36 Timeline FAAR FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,502 shares; 2026Q1: 8,028 shares; 2026Q2: 8,083 shares; 2026Q3: 6,900 shares 6,900 $222K 0.02% -1,183 Timeline WAR ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 7,040 shares 7,040 $221K 0.02% new Timeline ZMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,400 shares; 2025Q3: 7,725 shares; 2025Q4: 7,725 shares; 2026Q1: 7,725 shares; 2026Q2: 7,725 shares; 2026Q3: 7,725 shares 7,725 $221K 0.02% 0 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,496 shares; 2025Q4: 9,025 shares; 2026Q1: 5,958 shares; 2026Q2: not reported; 2026Q3: 4,680 shares 4,680 $220K 0.02% new Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,586 shares 1,586 $219K 0.02% -727 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 549 shares; 2026Q3: 596 shares 596 $215K 0.02% +47 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 260 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,446 shares; 2026Q1: 1,452 shares; 2026Q2: 1,377 shares; 2026Q3: 1,358 shares 1,358 $214K 0.02% -19 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 600 shares 600 $214K 0.02% new Timeline AUGM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 6,000 shares 6,000 $212K 0.02% 0 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,193 shares; 2025Q1: 5,685 shares; 2025Q2: 5,974 shares; 2025Q3: 6,173 shares; 2025Q4: 5,734 shares; 2026Q1: 4,717 shares; 2026Q2: not reported; 2026Q3: 3,285 shares 3,285 $212K 0.02% new Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,221 shares; 2026Q3: 10,693 shares 10,693 $212K 0.02% +472 Timeline SMG SCOTTS MIRACLE-GRO CO More: the full row for SCOTTS MIRACLE-GRO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,616 shares; 2026Q3: 4,152 shares 4,152 $208K 0.02% -464 Timeline AMKR AMKOR TECHNOLOGY INC More: the full row for AMKOR TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,936 shares; 2026Q3: 3,970 shares 3,970 $208K 0.02% +34 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,210 shares; 2026Q2: 1,216 shares; 2026Q3: 1,511 shares 1,511 $207K 0.02% +295 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,839 shares; 2026Q3: 2,539 shares 2,539 $206K 0.02% -300 Timeline MPDY VALUED ADVISERS TR More: the full row for VALUED ADVISERS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 8,554 shares 8,554 $202K 0.02% new Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 865 shares 865 $202K 0.02% new Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,010 shares; 2026Q3: 14,985 shares 14,985 $201K 0.02% -25 Timeline IOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 5,308 shares 5,308 $200K 0.02% new Timeline VELO VELO3D INC More: the full row for VELO3D INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,620 shares; 2026Q2: 15,650 shares; 2026Q3: 15,650 shares 15,650 $170K 0.02% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 13,157 shares 13,157 $159K 0.02% -570 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,927 shares; 2026Q2: 17,633 shares; 2026Q3: 10,289 shares 10,289 $157K 0.02% -7,344 Timeline SPDN DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 14,523 shares 14,523 $123K 0.01% new Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 11,873 shares; 2025Q2: 12,594 shares; 2025Q3: 12,970 shares; 2025Q4: not reported; 2026Q1: 14,914 shares; 2026Q2: not reported; 2026Q3: 11,817 shares 11,817 $58.7K 0.01% new Timeline GRAB GRAB HOLDINGS LIMITED More: the full row for GRAB HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 16,025 shares 16,025 $49.8K <0.01% new Timeline QSI QUANTUM SI INC More: the full row for QUANTUM SI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 19,902 shares 19,902 $21.3K <0.01% -2,390 Timeline FURY FURY GOLD MINES LIMITED More: the full row for FURY GOLD MINES LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 10,000 shares 10,000 $5.3K <0.01% 0 Timeline MDAIW SPECTRAL AI INC More: the full row for SPECTRAL AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 10,000 shares 10,000 $4.7K <0.01% new Timeline GRABW GRAB HOLDINGS LIMITED More: the full row for GRAB HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,000 shares; 2025Q4: 15,000 shares; 2026Q1: not reported; 2026Q2: 30,000 shares; 2026Q3: 30,000 shares 30,000 $810 <0.01% 0 Timeline