GQQQ EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 378,830 shares; 2025Q1: 669,345 shares; 2025Q2: 738,136 shares; 2025Q3: 1,048,021 shares; 2025Q4: 1,014,837 shares; 2026Q1: 1,052,953 shares; 2026Q2: 1,096,944 shares 1,096,944 $39.8M 10.48% +43,991 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 257,404 shares; 2024Q4: 324,680 shares; 2025Q1: 298,276 shares; 2025Q2: 424,742 shares; 2025Q3: 561,983 shares; 2025Q4: 557,101 shares; 2026Q1: 574,518 shares; 2026Q2: 568,941 shares 568,941 $28.7M 7.54% -5,577 Timeline ROE EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,087,786 shares; 2024Q4: 1,015,019 shares; 2025Q1: 1,016,156 shares; 2025Q2: 993,924 shares; 2025Q3: 685,614 shares; 2025Q4: 661,839 shares; 2026Q1: 667,973 shares; 2026Q2: 664,406 shares 664,406 $28.3M 7.45% -3,567 Timeline AGGA EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 457,779 shares; 2025Q3: 625,950 shares; 2025Q4: 738,044 shares; 2026Q1: 759,717 shares; 2026Q2: 839,138 shares 839,138 $21.1M 5.55% +79,421 Timeline PPI INVESTMENT MANAGERS SER TR I More: the full row for INVESTMENT MANAGERS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 839,320 shares; 2024Q4: 739,906 shares; 2025Q1: 733,153 shares; 2025Q2: 744,728 shares; 2025Q3: 755,021 shares; 2025Q4: 802,488 shares; 2026Q1: 817,844 shares; 2026Q2: 816,048 shares 816,048 $17.4M 4.57% -1,796 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 144,269 shares; 2025Q1: 40,319 shares; 2025Q2: 78,417 shares; 2025Q3: 163,536 shares; 2025Q4: 188,556 shares; 2026Q1: 190,005 shares; 2026Q2: 186,649 shares 186,649 $16.4M 4.32% -3,356 Timeline DMBS DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,199 shares; 2024Q4: 87,504 shares; 2025Q1: 112,057 shares; 2025Q2: 196,992 shares; 2025Q3: 217,642 shares; 2025Q4: 204,757 shares; 2026Q1: 213,937 shares; 2026Q2: 319,516 shares 319,516 $15.7M 4.13% +105,579 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,961 shares; 2024Q4: 135,659 shares; 2025Q1: 129,443 shares; 2025Q2: 135,647 shares; 2025Q3: 152,722 shares; 2025Q4: 199,513 shares; 2026Q1: 208,496 shares; 2026Q2: 187,713 shares 187,713 $15.6M 4.09% -20,783 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 592,955 shares; 2024Q4: 616,511 shares; 2025Q1: 592,625 shares; 2025Q2: 533,141 shares; 2025Q3: 518,414 shares; 2025Q4: 461,379 shares; 2026Q1: 441,260 shares; 2026Q2: 313,210 shares 313,210 $8.89M 2.34% -128,050 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 53,476 shares; 2025Q2: 63,551 shares; 2025Q3: 74,925 shares; 2025Q4: 183,162 shares; 2026Q1: 194,699 shares; 2026Q2: 271,562 shares 271,562 $7.2M 1.89% +76,863 Timeline ALLW SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 66,018 shares; 2025Q4: 216,484 shares; 2026Q1: 221,239 shares; 2026Q2: 238,443 shares 238,443 $6.98M 1.84% +17,204 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 147,804 shares; 2024Q4: 90,845 shares; 2025Q1: 77,326 shares; 2025Q2: 72,461 shares; 2025Q3: 66,806 shares; 2025Q4: 60,769 shares; 2026Q1: 59,790 shares; 2026Q2: 59,710 shares 59,710 $5.71M 1.5% -80 Timeline KBWB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45 shares; 2024Q4: not reported; 2025Q1: 19,754 shares; 2025Q2: not reported; 2025Q3: 3,649 shares; 2025Q4: 37,908 shares; 2026Q1: 42,546 shares; 2026Q2: 60,166 shares 60,166 $5.59M 1.47% +17,620 Timeline BAB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 147,612 shares; 2024Q4: 149,360 shares; 2025Q1: 127,184 shares; 2025Q2: 170,650 shares; 2025Q3: 179,486 shares; 2025Q4: 183,344 shares; 2026Q1: 185,198 shares; 2026Q2: 196,857 shares 196,857 $5.28M 1.39% +11,659 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 144,863 shares; 2025Q2: 144,452 shares; 2025Q3: 153,665 shares; 2025Q4: 156,365 shares; 2026Q1: 157,355 shares; 2026Q2: 160,091 shares 160,091 $4.64M 1.22% +2,736 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,959 shares; 2024Q4: 11,946 shares; 2025Q1: 11,253 shares; 2025Q2: 12,269 shares; 2025Q3: 12,043 shares; 2025Q4: 11,235 shares; 2026Q1: 11,701 shares; 2026Q2: 11,702 shares 11,702 $4.18M 1.1% +1 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 568,027 shares; 2024Q4: 673,103 shares; 2025Q1: 695,271 shares; 2025Q2: 283,171 shares; 2025Q3: 152,164 shares; 2025Q4: 131,641 shares; 2026Q1: 123,536 shares; 2026Q2: 122,276 shares 122,276 $4.09M 1.08% -1,260 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,473 shares; 2024Q4: 16,940 shares; 2025Q1: 13,532 shares; 2025Q2: 13,791 shares; 2025Q3: 14,000 shares; 2025Q4: 13,219 shares; 2026Q1: 13,394 shares; 2026Q2: 13,646 shares 13,646 $3.95M 1.04% +252 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 452 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,017 shares; 2025Q4: 16,933 shares; 2026Q1: 13,749 shares; 2026Q2: 14,597 shares 14,597 $3.73M 0.98% +848 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,752 shares; 2024Q4: 34,096 shares; 2025Q1: 32,207 shares; 2025Q2: 32,946 shares; 2025Q3: 33,549 shares; 2025Q4: 34,622 shares; 2026Q1: 35,839 shares; 2026Q2: 37,322 shares 37,322 $3.6M 0.95% +1,483 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,685 shares; 2024Q4: 36,009 shares; 2025Q1: 66,040 shares; 2025Q2: 62,771 shares; 2025Q3: 63,053 shares; 2025Q4: 37,940 shares; 2026Q1: 36,620 shares; 2026Q2: 35,788 shares 35,788 $3.45M 0.91% -832 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; 2024Q3: 126,712 shares; 2024Q4: 99,228 shares; 2025Q1: 74,923 shares; 2025Q2: 57,280 shares; 2025Q3: 53,171 shares; 2025Q4: 55,657 shares; 2026Q1: 46,547 shares; 2026Q2: 43,356 shares 43,356 $3.44M 0.91% -3,191 Timeline BUXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 149,229 shares 149,229 $3.02M 0.79% new Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 134,164 shares 134,164 $3M 0.79% new Timeline MYCF SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,972 shares; 2026Q1: 75,924 shares; 2026Q2: 116,681 shares 116,681 $2.93M 0.77% +40,757 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 204,061 shares; 2024Q4: 191,979 shares; 2025Q1: 202,988 shares; 2025Q2: 144,872 shares; 2025Q3: 68,187 shares; 2025Q4: 59,523 shares; 2026Q1: 57,401 shares; 2026Q2: 55,675 shares 55,675 $2.92M 0.77% -1,726 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,877 shares; 2024Q4: 38,114 shares; 2025Q1: 36,563 shares; 2025Q2: 36,563 shares; 2025Q3: 36,563 shares; 2025Q4: 36,134 shares; 2026Q1: 36,134 shares; 2026Q2: 36,134 shares 36,134 $2.73M 0.72% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,815 shares; 2024Q4: 3,042 shares; 2025Q1: 3,239 shares; 2025Q2: 3,759 shares; 2025Q3: 4,495 shares; 2025Q4: 5,053 shares; 2026Q1: 5,741 shares; 2026Q2: 5,563 shares 5,563 $2.66M 0.7% -178 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,686 shares; 2024Q4: 7,181 shares; 2025Q1: 7,002 shares; 2025Q2: 6,958 shares; 2025Q3: 6,958 shares; 2025Q4: 6,962 shares; 2026Q1: 6,943 shares; 2026Q2: 7,035 shares 7,035 $2.6M 0.68% +92 Timeline WTMY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 90,742 shares; 2025Q3: 100,305 shares; 2025Q4: 95,805 shares; 2026Q1: 96,156 shares; 2026Q2: 96,549 shares 96,549 $2.46M 0.65% +393 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,038 shares; 2024Q4: 9,894 shares; 2025Q1: 12,828 shares; 2025Q2: 13,157 shares; 2025Q3: 13,806 shares; 2025Q4: 15,592 shares; 2026Q1: 16,124 shares; 2026Q2: 16,443 shares 16,443 $2.3M 0.61% +319 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,624 shares; 2024Q4: 9,889 shares; 2025Q1: 8,934 shares; 2025Q2: 9,692 shares; 2025Q3: 9,706 shares; 2025Q4: 8,857 shares; 2026Q1: 9,363 shares; 2026Q2: 9,502 shares 9,502 $2.26M 0.6% +139 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,034 shares; 2024Q4: 10,534 shares; 2025Q1: 7,503 shares; 2025Q2: 10,498 shares; 2025Q3: 10,618 shares; 2025Q4: 8,646 shares; 2026Q1: 10,006 shares; 2026Q2: 11,108 shares 11,108 $2.22M 0.58% +1,102 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,000 shares; 2024Q4: 12,970 shares; 2025Q1: 12,975 shares; 2025Q2: 12,712 shares; 2025Q3: 12,716 shares; 2025Q4: 13,375 shares; 2026Q1: 13,479 shares; 2026Q2: 13,483 shares 13,483 $2.21M 0.58% +4 Timeline WTMU WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 84,732 shares; 2025Q3: 84,538 shares; 2025Q4: 84,856 shares; 2026Q1: 84,426 shares; 2026Q2: 84,843 shares 84,843 $2.18M 0.57% +417 Timeline MYCG SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,954 shares; 2026Q1: 45,904 shares; 2026Q2: 86,439 shares 86,439 $2.16M 0.57% +40,535 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 263 shares; 2024Q4: not reported; 2025Q1: 1,217 shares; 2025Q2: 9,834 shares; 2025Q3: 9,942 shares; 2025Q4: 9,992 shares; 2026Q1: 9,978 shares; 2026Q2: 9,924 shares 9,924 $2.11M 0.56% -54 Timeline DGRE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 286,129 shares; 2024Q4: 102,198 shares; 2025Q1: 82,439 shares; 2025Q2: 66,973 shares; 2025Q3: 53,477 shares; 2025Q4: 51,698 shares; 2026Q1: 51,377 shares; 2026Q2: 51,387 shares 51,387 $2.1M 0.55% +10 Timeline CLOX SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 78,734 shares 78,734 $2.02M 0.53% new Timeline XONE BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 40,544 shares 40,544 $2M 0.53% new Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,269 shares; 2024Q4: 24,135 shares; 2025Q1: 24,135 shares; 2025Q2: 23,947 shares; 2025Q3: 23,947 shares; 2025Q4: 23,947 shares; 2026Q1: 23,947 shares; 2026Q2: 23,947 shares 23,947 $1.98M 0.52% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,455 shares; 2024Q4: 2,407 shares; 2025Q1: 2,371 shares; 2025Q2: 2,070 shares; 2025Q3: 2,072 shares; 2025Q4: 2,086 shares; 2026Q1: 2,070 shares; 2026Q2: 1,956 shares 1,956 $1.98M 0.52% -114 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,544 shares; 2024Q4: 5,904 shares; 2025Q1: 4,996 shares; 2025Q2: 4,996 shares; 2025Q3: 4,996 shares; 2025Q4: 5,312 shares; 2026Q1: 5,312 shares; 2026Q2: 5,312 shares 5,312 $1.88M 0.49% 0 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,082 shares; 2024Q4: 2,777 shares; 2025Q1: 2,699 shares; 2025Q2: 3,132 shares; 2025Q3: 2,829 shares; 2025Q4: 3,034 shares; 2026Q1: 2,525 shares; 2026Q2: 2,507 shares 2,507 $1.85M 0.49% -18 Timeline XHLF BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,886 shares; 2024Q4: 100,514 shares; 2025Q1: 98,778 shares; 2025Q2: 99,728 shares; 2025Q3: 94,659 shares; 2025Q4: 67,506 shares; 2026Q1: 67,517 shares; 2026Q2: 36,480 shares 36,480 $1.83M 0.48% -31,037 Timeline IQDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,781 shares; 2024Q4: 40,955 shares; 2025Q1: 40,183 shares; 2025Q2: 40,000 shares; 2025Q3: 40,004 shares; 2025Q4: 39,360 shares; 2026Q1: 39,174 shares; 2026Q2: 39,034 shares 39,034 $1.68M 0.44% -140 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,483 shares; 2024Q4: 5,163 shares; 2025Q1: 4,429 shares; 2025Q2: 4,794 shares; 2025Q3: 4,765 shares; 2025Q4: 4,408 shares; 2026Q1: 4,247 shares; 2026Q2: 4,222 shares 4,222 $1.57M 0.41% -25 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,097 shares; 2024Q4: 28,790 shares; 2025Q1: 28,882 shares; 2025Q2: 27,801 shares; 2025Q3: 27,820 shares; 2025Q4: 27,634 shares; 2026Q1: 26,021 shares; 2026Q2: 26,302 shares 26,302 $1.5M 0.39% +281 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,662 shares; 2026Q1: 7,475 shares; 2026Q2: 7,476 shares 7,476 $1.43M 0.38% +1 Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,899 shares 16,899 $1.38M 0.36% new Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,359 shares; 2024Q4: 16,546 shares; 2025Q1: 13,128 shares; 2025Q2: 10,273 shares; 2025Q3: 6,577 shares; 2025Q4: 6,368 shares; 2026Q1: 6,260 shares; 2026Q2: 6,261 shares 6,261 $1.37M 0.36% +1 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,595 shares; 2025Q3: 5,540 shares; 2025Q4: 5,696 shares; 2026Q1: 5,329 shares; 2026Q2: 3,960 shares 3,960 $1.33M 0.35% -1,369 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,752 shares; 2024Q4: 11,286 shares; 2025Q1: 10,798 shares; 2025Q2: 10,815 shares; 2025Q3: 10,828 shares; 2025Q4: 10,650 shares; 2026Q1: 10,577 shares; 2026Q2: 10,580 shares 10,580 $1.2M 0.32% +3 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,368 shares; 2024Q4: 4,540 shares; 2025Q1: 5,481 shares; 2025Q2: 15,862 shares; 2025Q3: 9,182 shares; 2025Q4: 16,363 shares; 2026Q1: 10,081 shares; 2026Q2: 12,267 shares 12,267 $1.2M 0.31% +2,186 Timeline BBIB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,398 shares; 2025Q1: 12,703 shares; 2025Q2: 11,949 shares; 2025Q3: 11,954 shares; 2025Q4: 11,960 shares; 2026Q1: 11,889 shares; 2026Q2: 11,894 shares 11,894 $1.16M 0.31% +5 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,257 shares; 2024Q4: 34,949 shares; 2025Q1: 36,500 shares; 2025Q2: 48,448 shares; 2025Q3: 48,457 shares; 2025Q4: 48,547 shares; 2026Q1: 35,928 shares; 2026Q2: 36,227 shares 36,227 $1.16M 0.3% +299 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,768 shares; 2024Q4: 3,773 shares; 2025Q1: 3,710 shares; 2025Q2: 3,645 shares; 2025Q3: 3,646 shares; 2025Q4: 3,766 shares; 2026Q1: 3,623 shares; 2026Q2: 14,279 shares 14,279 $1.15M 0.3% +10,656 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,134 shares; 2024Q4: 18,142 shares; 2025Q1: 17,975 shares; 2025Q2: 17,904 shares; 2025Q3: 17,905 shares; 2025Q4: 16,705 shares; 2026Q1: 16,696 shares; 2026Q2: 16,697 shares 16,697 $1.13M 0.3% +1 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 331 shares; 2024Q4: 23,753 shares; 2025Q1: 24,849 shares; 2025Q2: 24,111 shares; 2025Q3: 23,843 shares; 2025Q4: 23,955 shares; 2026Q1: 23,955 shares; 2026Q2: 23,955 shares 23,955 $1.12M 0.3% 0 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,367 shares; 2024Q4: 11,881 shares; 2025Q1: 14,249 shares; 2025Q2: 21,857 shares; 2025Q3: 19,705 shares; 2025Q4: 9,802 shares; 2026Q1: 10,627 shares; 2026Q2: 11,136 shares 11,136 $1.12M 0.29% +509 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 725 shares; 2024Q4: 726 shares; 2025Q1: 685 shares; 2025Q2: 693 shares; 2025Q3: 694 shares; 2025Q4: 1,485 shares; 2026Q1: 1,468 shares; 2026Q2: 1,468 shares 1,468 $1.1M 0.29% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,079 shares; 2024Q4: 3,795 shares; 2025Q1: 2,801 shares; 2025Q2: 2,107 shares; 2025Q3: 2,108 shares; 2025Q4: 2,630 shares; 2026Q1: 2,487 shares; 2026Q2: 1,514 shares 1,514 $1.08M 0.28% -973 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 250 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,092 shares; 2025Q3: 3,095 shares; 2025Q4: 3,103 shares; 2026Q1: 3,440 shares; 2026Q2: 3,443 shares 3,443 $1.04M 0.27% +3 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,440 shares; 2026Q1: 4,986 shares; 2026Q2: 10,003 shares 10,003 $1.03M 0.27% +5,017 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,433 shares; 2024Q4: 33,985 shares; 2025Q1: 32,794 shares; 2025Q2: 29,686 shares; 2025Q3: 26,536 shares; 2025Q4: 23,761 shares; 2026Q1: 16,863 shares; 2026Q2: 16,444 shares 16,444 $957K 0.25% -419 Timeline FQAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,828 shares; 2024Q4: 11,834 shares; 2025Q1: 11,839 shares; 2025Q2: 11,844 shares; 2025Q3: 11,606 shares; 2025Q4: 11,611 shares; 2026Q1: 11,616 shares; 2026Q2: 11,621 shares 11,621 $946K 0.25% +5 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,863 shares; 2024Q4: 2,863 shares; 2025Q1: 2,781 shares; 2025Q2: 2,781 shares; 2025Q3: 2,781 shares; 2025Q4: 2,781 shares; 2026Q1: 2,781 shares; 2026Q2: 2,783 shares 2,783 $941K 0.25% +2 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,780 shares; 2024Q4: 9,916 shares; 2025Q1: 9,916 shares; 2025Q2: 13,448 shares; 2025Q3: 14,713 shares; 2025Q4: 12,622 shares; 2026Q1: 11,258 shares; 2026Q2: 11,258 shares 11,258 $924K 0.24% 0 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,787 shares; 2024Q4: 17,783 shares; 2025Q1: 17,782 shares; 2025Q2: 14,178 shares; 2025Q3: 14,178 shares; 2025Q4: 14,061 shares; 2026Q1: 11,576 shares; 2026Q2: 11,576 shares 11,576 $874K 0.23% 0 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,117 shares; 2024Q4: 2,118 shares; 2025Q1: 2,118 shares; 2025Q2: 3,933 shares; 2025Q3: 3,933 shares; 2025Q4: 4,070 shares; 2026Q1: 4,749 shares; 2026Q2: 4,888 shares 4,888 $863K 0.23% +139 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; 2024Q3: 4,589 shares; 2024Q4: 4,766 shares; 2025Q1: 4,896 shares; 2025Q2: 5,211 shares; 2025Q3: 5,042 shares; 2025Q4: 5,488 shares; 2026Q1: 4,605 shares; 2026Q2: 4,674 shares 4,674 $847K 0.22% +69 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,610 shares; 2024Q4: 5,551 shares; 2025Q1: 6,138 shares; 2025Q2: 7,623 shares; 2025Q3: 6,672 shares; 2025Q4: 10,673 shares; 2026Q1: 11,346 shares; 2026Q2: 11,157 shares 11,157 $846K 0.22% -189 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,176 shares; 2024Q4: 1,481 shares; 2025Q1: 1,799 shares; 2025Q2: 3,093 shares; 2025Q3: 3,268 shares; 2025Q4: 3,261 shares; 2026Q1: 3,259 shares; 2026Q2: 3,312 shares 3,312 $841K 0.22% +53 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; 2024Q3: 2,770 shares; 2024Q4: 2,951 shares; 2025Q1: 2,974 shares; 2025Q2: 2,874 shares; 2025Q3: 2,773 shares; 2025Q4: 2,523 shares; 2026Q1: 3,445 shares; 2026Q2: 3,447 shares 3,447 $824K 0.22% +2 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,563 shares; 2024Q4: not reported; 2025Q1: 3,986 shares; 2025Q2: 5,481 shares; 2025Q3: 5,481 shares; 2025Q4: 5,447 shares; 2026Q1: 3,601 shares; 2026Q2: 3,657 shares 3,657 $815K 0.21% +56 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 216,196 shares; 2024Q4: 118,294 shares; 2025Q1: 46,480 shares; 2025Q2: 204,498 shares; 2025Q3: 222,213 shares; 2025Q4: 61,304 shares; 2026Q1: 60,332 shares; 2026Q2: 31,008 shares 31,008 $813K 0.21% -29,324 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,266 shares; 2024Q4: 1,226 shares; 2025Q1: 1,226 shares; 2025Q2: 1,226 shares; 2025Q3: 1,291 shares; 2025Q4: 1,704 shares; 2026Q1: 2,293 shares; 2026Q2: 9,302 shares 9,302 $801K 0.21% +7,009 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,831 shares; 2024Q4: 18,391 shares; 2025Q1: 21,144 shares; 2025Q2: 22,503 shares; 2025Q3: 22,560 shares; 2025Q4: 20,597 shares; 2026Q1: 20,895 shares; 2026Q2: 21,195 shares 21,195 $779K 0.2% +300 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,065 shares; 2024Q4: 3,075 shares; 2025Q1: 3,081 shares; 2025Q2: 3,091 shares; 2025Q3: 3,123 shares; 2025Q4: 3,129 shares; 2026Q1: 3,739 shares; 2026Q2: 3,706 shares 3,706 $775K 0.2% -33 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 342 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,957 shares; 2026Q1: 6,426 shares; 2026Q2: 7,354 shares 7,354 $751K 0.2% +928 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,893 shares; 2024Q4: 18,147 shares; 2025Q1: 17,886 shares; 2025Q2: 16,077 shares; 2025Q3: 15,255 shares; 2025Q4: 15,275 shares; 2026Q1: 15,278 shares; 2026Q2: 14,106 shares 14,106 $750K 0.2% -1,172 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,226 shares; 2024Q4: 1,193 shares; 2025Q1: 1,193 shares; 2025Q2: 1,193 shares; 2025Q3: 1,213 shares; 2025Q4: 2,068 shares; 2026Q1: 3,421 shares; 2026Q2: 3,395 shares 3,395 $740K 0.19% -26 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,263 shares; 2024Q4: 11,838 shares; 2025Q1: 8,473 shares; 2025Q2: 5,254 shares; 2025Q3: 4,647 shares; 2025Q4: 5,156 shares; 2026Q1: 5,392 shares; 2026Q2: 5,341 shares 5,341 $730K 0.19% -51 Timeline BSCS 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; 2024Q3: 50,603 shares; 2024Q4: 50,574 shares; 2025Q1: 52,349 shares; 2025Q2: 45,010 shares; 2025Q3: 62,554 shares; 2025Q4: 35,309 shares; 2026Q1: 35,646 shares; 2026Q2: 35,752 shares 35,752 $728K 0.19% +106 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,430 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,124 shares; 2026Q1: 10,234 shares; 2026Q2: 10,044 shares 10,044 $716K 0.19% -190 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,313 shares; 2024Q4: 1,313 shares; 2025Q1: not reported; 2025Q2: 1,104 shares; 2025Q3: 1,105 shares; 2025Q4: 969 shares; 2026Q1: 967 shares; 2026Q2: 972 shares 972 $702K 0.18% +5 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,164 shares; 2024Q4: 70,364 shares; 2025Q1: 71,535 shares; 2025Q2: 64,124 shares; 2025Q3: 64,493 shares; 2025Q4: 35,621 shares; 2026Q1: 49,496 shares; 2026Q2: 35,469 shares 35,469 $693K 0.18% -14,027 Timeline BSMR 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; 2024Q3: 38,383 shares; 2024Q4: 38,573 shares; 2025Q1: 38,547 shares; 2025Q2: 22,595 shares; 2025Q3: 25,788 shares; 2025Q4: 25,717 shares; 2026Q1: 29,390 shares; 2026Q2: 28,425 shares 28,425 $672K 0.18% -965 Timeline BSCT 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; 2024Q3: 51,393 shares; 2024Q4: 51,944 shares; 2025Q1: 54,614 shares; 2025Q2: 46,239 shares; 2025Q3: 65,137 shares; 2025Q4: 35,329 shares; 2026Q1: 35,652 shares; 2026Q2: 35,725 shares 35,725 $664K 0.17% +73 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,306 shares; 2024Q4: 18,466 shares; 2025Q1: 13,650 shares; 2025Q2: 13,354 shares; 2025Q3: 7,885 shares; 2025Q4: 7,843 shares; 2026Q1: 7,730 shares; 2026Q2: 7,662 shares 7,662 $662K 0.17% -68 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,607 shares; 2026Q2: 4,134 shares 4,134 $656K 0.17% +2,527 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,786 shares; 2024Q4: 1,793 shares; 2025Q1: 1,801 shares; 2025Q2: 1,638 shares; 2025Q3: 1,360 shares; 2025Q4: 1,365 shares; 2026Q1: 1,370 shares; 2026Q2: 1,227 shares 1,227 $641K 0.17% -143 Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 129,520 shares; 2024Q4: 88,877 shares; 2025Q1: 55,496 shares; 2025Q2: 51,469 shares; 2025Q3: 27,493 shares; 2025Q4: 27,108 shares; 2026Q1: 27,136 shares; 2026Q2: 27,236 shares 27,236 $608K 0.16% +100 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,519 shares; 2024Q4: 5,880 shares; 2025Q1: 5,881 shares; 2025Q2: 5,616 shares; 2025Q3: 5,503 shares; 2025Q4: 5,505 shares; 2026Q1: 5,482 shares; 2026Q2: 5,483 shares 5,483 $604K 0.16% +1 Timeline BSMS 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; 2024Q3: 34,980 shares; 2024Q4: 35,171 shares; 2025Q1: 35,147 shares; 2025Q2: 18,986 shares; 2025Q3: 22,214 shares; 2025Q4: 22,537 shares; 2026Q1: 26,236 shares; 2026Q2: 25,733 shares 25,733 $603K 0.16% -503 Timeline BSCU 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; 2024Q3: 33,641 shares; 2024Q4: 34,027 shares; 2025Q1: 35,992 shares; 2025Q2: 52,940 shares; 2025Q3: 43,867 shares; 2025Q4: 44,149 shares; 2026Q1: 44,431 shares; 2026Q2: 35,472 shares 35,472 $590K 0.16% -8,959 Timeline BSCV 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; 2024Q3: 1,319 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,893 shares; 2025Q3: 42,645 shares; 2025Q4: 42,925 shares; 2026Q1: 43,204 shares; 2026Q2: 34,399 shares 34,399 $564K 0.15% -8,805 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 259 shares; 2024Q4: 272 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 420 shares; 2026Q1: 428 shares; 2026Q2: 469 shares 469 $562K 0.15% +41 Timeline BSMQ 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; 2024Q3: 36,198 shares; 2024Q4: 36,372 shares; 2025Q1: 36,329 shares; 2025Q2: 19,097 shares; 2025Q3: 22,270 shares; 2025Q4: 23,505 shares; 2026Q1: 29,924 shares; 2026Q2: 23,607 shares 23,607 $556K 0.15% -6,317 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; 2024Q3: 9,813 shares; 2024Q4: 8,236 shares; 2025Q1: not reported; 2025Q2: 9,953 shares; 2025Q3: 9,958 shares; 2025Q4: 9,958 shares; 2026Q1: 9,741 shares; 2026Q2: 10,431 shares 10,431 $549K 0.14% +690 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,419 shares; 2024Q4: 1,425 shares; 2025Q1: 1,179 shares; 2025Q2: 1,182 shares; 2025Q3: 1,186 shares; 2025Q4: 1,214 shares; 2026Q1: 1,282 shares; 2026Q2: 1,282 shares 1,282 $539K 0.14% 0 Timeline BSMT 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; 2024Q3: 31,079 shares; 2024Q4: 31,201 shares; 2025Q1: 31,107 shares; 2025Q2: 16,557 shares; 2025Q3: 19,778 shares; 2025Q4: 20,057 shares; 2026Q1: 23,749 shares; 2026Q2: 23,179 shares 23,179 $534K 0.14% -570 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,193 shares; 2024Q4: 13,056 shares; 2025Q1: 8,282 shares; 2025Q2: 4,773 shares; 2025Q3: 4,773 shares; 2025Q4: 4,284 shares; 2026Q1: 4,254 shares; 2026Q2: 4,254 shares 4,254 $520K 0.14% 0 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,768 shares; 2024Q4: 9,779 shares; 2025Q1: 9,572 shares; 2025Q2: 9,220 shares; 2025Q3: 9,103 shares; 2025Q4: 7,015 shares; 2026Q1: 6,912 shares; 2026Q2: 6,742 shares 6,742 $520K 0.14% -170 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,765 shares; 2024Q4: 61,282 shares; 2025Q1: not reported; 2025Q2: 10,554 shares; 2025Q3: 10,559 shares; 2025Q4: 10,559 shares; 2026Q1: 10,289 shares; 2026Q2: 10,255 shares 10,255 $519K 0.14% -34 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 747 shares; 2024Q4: 769 shares; 2025Q1: 646 shares; 2025Q2: 696 shares; 2025Q3: 691 shares; 2025Q4: 454 shares; 2026Q1: 977 shares; 2026Q2: 1,012 shares 1,012 $506K 0.13% +35 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 258 shares; 2024Q4: not reported; 2025Q1: 932 shares; 2025Q2: 387 shares; 2025Q3: not reported; 2025Q4: 315 shares; 2026Q1: 268 shares; 2026Q2: 810 shares 810 $505K 0.13% +542 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,073 shares; 2024Q4: 5,075 shares; 2025Q1: 4,874 shares; 2025Q2: 4,798 shares; 2025Q3: 4,800 shares; 2025Q4: 4,702 shares; 2026Q1: 4,680 shares; 2026Q2: 4,681 shares 4,681 $498K 0.13% +1 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 528 shares; 2026Q2: 640 shares 640 $488K 0.13% +112 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 453 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,572 shares; 2026Q2: 6,532 shares 6,532 $486K 0.13% -40 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,601 shares; 2024Q4: 5,558 shares; 2025Q1: 5,560 shares; 2025Q2: 5,564 shares; 2025Q3: 5,567 shares; 2025Q4: 5,578 shares; 2026Q1: 5,579 shares; 2026Q2: 5,581 shares 5,581 $477K 0.13% +2 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,544 shares; 2024Q4: 1,518 shares; 2025Q1: 1,512 shares; 2025Q2: 1,585 shares; 2025Q3: 1,558 shares; 2025Q4: 1,586 shares; 2026Q1: 1,474 shares; 2026Q2: 1,452 shares 1,452 $475K 0.13% -22 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,199 shares; 2024Q4: 2,635 shares; 2025Q1: not reported; 2025Q2: 11,388 shares; 2025Q3: 7,518 shares; 2025Q4: 8,564 shares; 2026Q1: 8,705 shares; 2026Q2: 8,627 shares 8,627 $458K 0.12% -78 Timeline EFAX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,946 shares; 2024Q4: 7,623 shares; 2025Q1: 8,514 shares; 2025Q2: 8,735 shares; 2025Q3: 8,735 shares; 2025Q4: 8,829 shares; 2026Q1: 8,829 shares; 2026Q2: 8,377 shares 8,377 $453K 0.12% -452 Timeline BSCW 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; 2024Q3: 1,053 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,101 shares; 2025Q4: 21,333 shares; 2026Q1: 21,561 shares; 2026Q2: 21,803 shares 21,803 $447K 0.12% +242 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 671 shares; 2024Q4: 906 shares; 2025Q1: not reported; 2025Q2: 1,108 shares; 2025Q3: 1,156 shares; 2025Q4: 988 shares; 2026Q1: 1,160 shares; 2026Q2: 1,142 shares 1,142 $431K 0.11% -18 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 451 shares; 2024Q4: 555 shares; 2025Q1: 549 shares; 2025Q2: 549 shares; 2025Q3: 547 shares; 2025Q4: 671 shares; 2026Q1: 651 shares; 2026Q2: 626 shares 626 $430K 0.11% -25 Timeline BSCX 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; 2024Q3: 1,024 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,517 shares; 2025Q4: 19,744 shares; 2026Q1: 19,970 shares; 2026Q2: 20,206 shares 20,206 $425K 0.11% +236 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,035 shares; 2024Q4: 1,060 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 528 shares; 2026Q1: 569 shares; 2026Q2: 568 shares 568 $425K 0.11% -1 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,310 shares; 2024Q4: 2,968 shares; 2025Q1: 2,620 shares; 2025Q2: 2,620 shares; 2025Q3: 2,534 shares; 2025Q4: 3,300 shares; 2026Q1: 3,303 shares; 2026Q2: 3,306 shares 3,306 $418K 0.11% +3 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,297 shares; 2026Q2: 7,539 shares 7,539 $418K 0.11% +242 Timeline BSCY 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,451 shares; 2025Q4: 19,670 shares; 2026Q1: 19,892 shares; 2026Q2: 20,130 shares 20,130 $416K 0.11% +238 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,868 shares; 2024Q4: 4,128 shares; 2025Q1: 3,883 shares; 2025Q2: 3,387 shares; 2025Q3: 3,373 shares; 2025Q4: 3,414 shares; 2026Q1: 1,629 shares; 2026Q2: 1,609 shares 1,609 $405K 0.11% -20 Timeline BSCZ 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,082 shares; 2025Q4: 19,277 shares; 2026Q1: 19,476 shares; 2026Q2: 19,721 shares 19,721 $404K 0.11% +245 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,855 shares; 2024Q4: 1,906 shares; 2025Q1: 1,915 shares; 2025Q2: 1,756 shares; 2025Q3: 1,757 shares; 2025Q4: 1,757 shares; 2026Q1: 1,946 shares; 2026Q2: 1,762 shares 1,762 $389K 0.1% -184 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,555 shares; 2024Q4: 10,947 shares; 2025Q1: 10,153 shares; 2025Q2: 4,762 shares; 2025Q3: 4,232 shares; 2025Q4: 4,185 shares; 2026Q1: 4,185 shares; 2026Q2: 4,415 shares 4,415 $388K 0.1% +230 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,937 shares; 2024Q4: 2,893 shares; 2025Q1: 2,846 shares; 2025Q2: 4,612 shares; 2025Q3: 4,618 shares; 2025Q4: 8,688 shares; 2026Q1: 8,503 shares; 2026Q2: 8,519 shares 8,519 $386K 0.1% +16 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,886 shares; 2024Q4: 3,084 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,991 shares; 2025Q4: 2,593 shares; 2026Q1: 2,561 shares; 2026Q2: 2,563 shares 2,563 $380K 0.1% +2 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,013 shares; 2024Q4: 52,933 shares; 2025Q1: 54,996 shares; 2025Q2: 47,454 shares; 2025Q3: 47,352 shares; 2025Q4: 18,653 shares; 2026Q1: 18,781 shares; 2026Q2: 18,912 shares 18,912 $371K 0.1% +131 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,679 shares; 2024Q4: 13,418 shares; 2025Q1: 13,435 shares; 2025Q2: 7,506 shares; 2025Q3: 7,138 shares; 2025Q4: 7,168 shares; 2026Q1: 7,182 shares; 2026Q2: 7,207 shares 7,207 $368K 0.1% +25 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,002 shares; 2024Q4: 1,002 shares; 2025Q1: 1,002 shares; 2025Q2: 1,002 shares; 2025Q3: 1,002 shares; 2025Q4: 905 shares; 2026Q1: 905 shares; 2026Q2: 905 shares 905 $360K 0.09% 0 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,141 shares; 2024Q4: 26,339 shares; 2025Q1: 27,148 shares; 2025Q2: 27,148 shares; 2025Q3: 32,582 shares; 2025Q4: 16,170 shares; 2026Q1: 16,467 shares; 2026Q2: 18,227 shares 18,227 $352K 0.09% +1,760 Timeline BSMU 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; 2024Q3: 17,059 shares; 2024Q4: 20,854 shares; 2025Q1: 20,755 shares; 2025Q2: not reported; 2025Q3: 12,455 shares; 2025Q4: 12,755 shares; 2026Q1: 16,635 shares; 2026Q2: 16,034 shares 16,034 $351K 0.09% -601 Timeline IBD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,257 shares; 2024Q4: 12,942 shares; 2025Q1: 14,692 shares; 2025Q2: 14,817 shares; 2025Q3: 14,916 shares; 2025Q4: 15,057 shares; 2026Q1: 15,110 shares; 2026Q2: 14,488 shares 14,488 $344K 0.09% -622 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,121 shares; 2024Q4: 1,205 shares; 2025Q1: 1,056 shares; 2025Q2: 1,027 shares; 2025Q3: 1,027 shares; 2025Q4: 975 shares; 2026Q1: 958 shares; 2026Q2: 958 shares 958 $338K 0.09% 0 Timeline QGRO AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,389 shares; 2024Q4: 8,247 shares; 2025Q1: 8,172 shares; 2025Q2: 5,429 shares; 2025Q3: 3,052 shares; 2025Q4: 2,843 shares; 2026Q1: 2,843 shares; 2026Q2: 2,843 shares 2,843 $336K 0.09% 0 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 237 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 167 shares; 2026Q2: 167 shares 167 $332K 0.09% 0 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,160 shares; 2024Q4: 13,862 shares; 2025Q1: 13,160 shares; 2025Q2: 19,691 shares; 2025Q3: 16,702 shares; 2025Q4: 15,386 shares; 2026Q1: 16,546 shares; 2026Q2: 16,546 shares 16,546 $316K 0.08% 0 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,163 shares; 2024Q4: 2,373 shares; 2025Q1: 2,173 shares; 2025Q2: 2,554 shares; 2025Q3: 2,803 shares; 2025Q4: 2,452 shares; 2026Q1: 625 shares; 2026Q2: 558 shares 558 $314K 0.08% -67 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 153 shares; 2026Q1: 150 shares; 2026Q2: 150 shares 150 $313K 0.08% 0 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,297 shares; 2024Q4: 3,802 shares; 2025Q1: 2,781 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,394 shares; 2026Q1: 2,328 shares; 2026Q2: 2,330 shares 2,330 $299K 0.08% +2 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,585 shares; 2024Q4: not reported; 2025Q1: 2,410 shares; 2025Q2: 2,410 shares; 2025Q3: 2,410 shares; 2025Q4: 2,818 shares; 2026Q1: 2,712 shares; 2026Q2: 2,712 shares 2,712 $299K 0.08% 0 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,130 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,272 shares; 2025Q3: 3,510 shares; 2025Q4: 3,512 shares; 2026Q1: 3,512 shares; 2026Q2: 3,513 shares 3,513 $294K 0.08% +1 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 524 shares; 2024Q4: 2,081 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 972 shares; 2026Q2: 966 shares 966 $293K 0.08% -6 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,562 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,414 shares; 2026Q1: 2,414 shares; 2026Q2: 2,951 shares 2,951 $282K 0.07% +537 Timeline PFIG INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 19,870 shares; 2025Q1: 20,930 shares; 2025Q2: 11,685 shares; 2025Q3: 11,685 shares; 2025Q4: 11,685 shares; 2026Q1: 11,685 shares; 2026Q2: 11,685 shares 11,685 $280K 0.07% 0 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 305 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,751 shares; 2026Q2: 4,648 shares 4,648 $277K 0.07% -103 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,563 shares; 2024Q4: 5,624 shares; 2025Q1: 7,526 shares; 2025Q2: 6,760 shares; 2025Q3: 6,760 shares; 2025Q4: 4,190 shares; 2026Q1: 3,719 shares; 2026Q2: 2,667 shares 2,667 $264K 0.07% -1,052 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,217 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,180 shares; 2025Q4: 7,247 shares; 2026Q1: 7,240 shares; 2026Q2: 6,930 shares 6,930 $263K 0.07% -310 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,699 shares; 2026Q2: 3,666 shares 3,666 $262K 0.07% -5,033 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,023 shares; 2025Q1: 9,234 shares; 2025Q2: 4,880 shares; 2025Q3: 4,880 shares; 2025Q4: 4,880 shares; 2026Q1: 4,898 shares; 2026Q2: 4,898 shares 4,898 $254K 0.07% 0 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 548 shares; 2024Q4: 548 shares; 2025Q1: 551 shares; 2025Q2: 551 shares; 2025Q3: 551 shares; 2025Q4: 551 shares; 2026Q1: 551 shares; 2026Q2: 551 shares 551 $253K 0.07% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,066 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,121 shares; 2026Q1: 1,121 shares; 2026Q2: 1,328 shares 1,328 $252K 0.07% +207 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,868 shares; 2024Q4: 9,641 shares; 2025Q1: 4,473 shares; 2025Q2: 4,930 shares; 2025Q3: not reported; 2025Q4: 5,844 shares; 2026Q1: 5,864 shares; 2026Q2: 5,883 shares 5,883 $249K 0.07% +19 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 759 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,112 shares 2,112 $248K 0.07% new Timeline OUSA ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,479 shares; 2024Q4: not reported; 2025Q1: 4,051 shares; 2025Q2: 4,127 shares; 2025Q3: 4,138 shares; 2025Q4: 4,148 shares; 2026Q1: 4,159 shares; 2026Q2: 4,170 shares 4,170 $243K 0.06% +11 Timeline CERY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,170 shares 7,170 $240K 0.06% new Timeline EEMX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,305 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,200 shares 4,200 $227K 0.06% new Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 809 shares; 2024Q4: not reported; 2025Q1: 82,655 shares; 2025Q2: 24,226 shares; 2025Q3: 8,260 shares; 2025Q4: not reported; 2026Q1: 6,553 shares; 2026Q2: 6,588 shares 6,588 $209K 0.05% +35 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 304 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 804 shares 804 $206K 0.05% new Timeline SPYX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,332 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,340 shares 3,340 $204K 0.05% new Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 159 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 310 shares 310 $203K 0.05% new Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,182 shares; 2024Q4: 11,185 shares; 2025Q1: 16,209 shares; 2025Q2: 16,506 shares; 2025Q3: 10,313 shares; 2025Q4: 8,830 shares; 2026Q1: 6,369 shares; 2026Q2: 4,010 shares 4,010 $202K 0.05% -2,359 Timeline ATYR ATYR PHARMA INC More: the full row for ATYR PHARMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,653 shares; 2025Q4: not reported; 2026Q1: 19,419 shares; 2026Q2: 35,992 shares 35,992 $21.5K 0.01% +16,573 Timeline