IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90,280 shares; 2024Q4: 91,481 shares; 2025Q1: 97,612 shares; 2025Q2: 101,835 shares; 2025Q3: 103,846 shares; 2025Q4: 109,752 shares; 2026Q1: 111,862 shares; 2026Q2: 114,885 shares 114,885 $33.4M 12.52% +3,023 Timeline SCEC CAPITOL SER TR More: the full row for CAPITOL SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,041,159 shares; 2025Q3: 1,089,240 shares; 2025Q4: 1,120,196 shares; 2026Q1: 1,176,264 shares; 2026Q2: 1,295,101 shares 1,295,101 $32.4M 12.16% +118,837 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 151,652 shares; 2024Q4: 158,914 shares; 2025Q1: 168,560 shares; 2025Q2: 172,528 shares; 2025Q3: 182,144 shares; 2025Q4: 191,245 shares; 2026Q1: 190,684 shares; 2026Q2: 201,456 shares 201,456 $21.2M 7.95% +10,772 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 132,605 shares; 2026Q1: 149,008 shares; 2026Q2: 154,349 shares 154,349 $12.7M 4.77% +5,341 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 113,748 shares; 2024Q4: 120,332 shares; 2025Q1: 143,896 shares; 2025Q2: 136,592 shares; 2025Q3: 138,306 shares; 2025Q4: 143,504 shares; 2026Q1: 135,999 shares; 2026Q2: 140,003 shares 140,003 $10.7M 4.02% +4,004 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,862 shares; 2024Q4: 44,391 shares; 2025Q1: 48,020 shares; 2025Q2: 61,094 shares; 2025Q3: 62,957 shares; 2025Q4: 66,054 shares; 2026Q1: 64,497 shares; 2026Q2: 61,554 shares 61,554 $10.1M 3.8% -2,943 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,375 shares; 2024Q4: 64,949 shares; 2025Q1: 71,821 shares; 2025Q2: 75,560 shares; 2025Q3: 78,281 shares; 2025Q4: 82,112 shares; 2026Q1: 80,010 shares; 2026Q2: 76,750 shares 76,750 $9.55M 3.58% -3,260 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: 97,794 shares; 2024Q4: 100,646 shares; 2025Q1: 102,281 shares; 2025Q2: 88,291 shares; 2025Q3: 92,486 shares; 2025Q4: 98,494 shares; 2026Q1: 97,693 shares; 2026Q2: 100,749 shares 100,749 $8.35M 3.13% +3,056 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: 154,749 shares; 2024Q4: 132,928 shares; 2025Q1: 138,045 shares; 2025Q2: 138,482 shares; 2025Q3: 128,911 shares; 2025Q4: 111,331 shares; 2026Q1: 106,667 shares; 2026Q2: 87,972 shares 87,972 $7.73M 2.9% -18,695 Timeline MAYW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 192,678 shares 192,678 $6.7M 2.51% new Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,844 shares; 2024Q4: 27,567 shares; 2025Q1: 27,502 shares; 2025Q2: 31,064 shares; 2025Q3: 46,506 shares; 2025Q4: 48,910 shares; 2026Q1: 48,681 shares; 2026Q2: 49,308 shares 49,308 $5.99M 2.25% +627 Timeline JUNW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 173,393 shares 173,393 $5.96M 2.24% new Timeline SIXD AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 156,653 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 192,711 shares 192,711 $5.94M 2.23% new Timeline ONEZ ELEVATION SERIES TRUST More: the full row for ELEVATION 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: 39,353 shares; 2025Q3: 78,765 shares; 2025Q4: 70,796 shares; 2026Q1: 69,222 shares; 2026Q2: 196,388 shares 196,388 $5.42M 2.03% +127,166 Timeline BUCK SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,164 shares; 2024Q4: 16,504 shares; 2025Q1: 128,564 shares; 2025Q2: 133,144 shares; 2025Q3: 142,513 shares; 2025Q4: 155,592 shares; 2026Q1: 173,204 shares; 2026Q2: 174,639 shares 174,639 $4.09M 1.53% +1,435 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,898 shares; 2024Q4: 8,379 shares; 2025Q1: 140,475 shares; 2025Q2: 147,930 shares; 2025Q3: 117,842 shares; 2025Q4: 127,545 shares; 2026Q1: 139,571 shares; 2026Q2: 139,542 shares 139,542 $3.62M 1.36% -29 Timeline ZJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 128,131 shares 128,131 $3.51M 1.32% new Timeline BILZ 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: 30,374 shares; 2024Q4: 13,893 shares; 2025Q1: 17,403 shares; 2025Q2: 29,366 shares; 2025Q3: 48,923 shares; 2025Q4: 29,590 shares; 2026Q1: 12,284 shares; 2026Q2: 33,625 shares 33,625 $3.39M 1.27% +21,341 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,068 shares; 2024Q4: 29,859 shares; 2025Q1: 29,595 shares; 2025Q2: 27,360 shares; 2025Q3: 14,357 shares; 2025Q4: 15,774 shares; 2026Q1: 19,922 shares; 2026Q2: 23,081 shares 23,081 $3.38M 1.27% +3,159 Timeline TUA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 98,983 shares; 2024Q4: 105,308 shares; 2025Q1: 164,278 shares; 2025Q2: 162,933 shares; 2025Q3: 175,429 shares; 2025Q4: 151,380 shares; 2026Q1: 148,154 shares; 2026Q2: 156,987 shares 156,987 $3.21M 1.2% +8,833 Timeline FOXY SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN 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: 63,971 shares; 2026Q1: 103,529 shares; 2026Q2: 104,465 shares 104,465 $3.11M 1.17% +936 Timeline SBAR SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN 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: 58,116 shares; 2025Q4: 68,146 shares; 2026Q1: 116,907 shares; 2026Q2: 118,177 shares 118,177 $3.03M 1.13% +1,270 Timeline MAYT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 74,876 shares 74,876 $2.92M 1.1% new Timeline AGGH SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN 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: 72,442 shares; 2025Q4: 124,005 shares; 2026Q1: 139,538 shares; 2026Q2: 141,976 shares 141,976 $2.86M 1.07% +2,438 Timeline SCNM STERLING CAP FDS More: the full row for STERLING CAP FDS 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: 101,282 shares; 2026Q2: 105,358 shares 105,358 $2.65M 0.99% +4,076 Timeline ZMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 99,384 shares 99,384 $2.58M 0.97% new 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: 11,200 shares; 2024Q4: 17,040 shares; 2025Q1: 12,112 shares; 2025Q2: 9,363 shares; 2025Q3: 9,672 shares; 2025Q4: 8,338 shares; 2026Q1: 7,994 shares; 2026Q2: 7,833 shares 7,833 $2.27M 0.85% -161 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: 7,879 shares; 2024Q4: 8,176 shares; 2025Q1: 8,572 shares; 2025Q2: 7,723 shares; 2025Q3: 7,262 shares; 2025Q4: 6,853 shares; 2026Q1: 6,257 shares; 2026Q2: 6,034 shares 6,034 $2.25M 0.84% -223 Timeline SVOL SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 151,327 shares; 2025Q2: 217,017 shares; 2025Q3: 135,000 shares; 2025Q4: 108,091 shares; 2026Q1: 121,647 shares; 2026Q2: 123,270 shares 123,270 $1.98M 0.74% +1,623 Timeline SEPZ ELEVATION SERIES TRUST More: the full row for ELEVATION 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: 51,641 shares; 2025Q4: 45,713 shares; 2026Q1: 44,077 shares; 2026Q2: 42,384 shares 42,384 $1.93M 0.72% -1,693 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: 6,651 shares; 2024Q4: 19,625 shares; 2025Q1: 9,734 shares; 2025Q2: 10,568 shares; 2025Q3: 9,182 shares; 2025Q4: 8,207 shares; 2026Q1: 9,129 shares; 2026Q2: 8,438 shares 8,438 $1.69M 0.63% -691 Timeline AIOO AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 60,889 shares; 2025Q4: 48,528 shares; 2026Q1: 50,063 shares; 2026Q2: 53,952 shares 53,952 $1.42M 0.53% +3,889 Timeline PAYM ELEVATION SERIES TRUST More: the full row for ELEVATION 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: 57,020 shares; 2026Q2: 55,228 shares 55,228 $1.39M 0.52% -1,792 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,514 shares; 2024Q4: 34,280 shares; 2025Q1: 31,381 shares; 2025Q2: 25,436 shares; 2025Q3: 25,450 shares; 2025Q4: 20,732 shares; 2026Q1: 17,053 shares; 2026Q2: 14,663 shares 14,663 $1.31M 0.49% -2,390 Timeline NTSX WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 291,924 shares; 2024Q4: 302,282 shares; 2025Q1: 342,854 shares; 2025Q2: 356,234 shares; 2025Q3: 257,127 shares; 2025Q4: 24,077 shares; 2026Q1: 23,966 shares; 2026Q2: 19,882 shares 19,882 $1.17M 0.44% -4,084 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: 6,178 shares; 2024Q4: 7,324 shares; 2025Q1: 5,808 shares; 2025Q2: 5,576 shares; 2025Q3: 6,988 shares; 2025Q4: 5,722 shares; 2026Q1: 9,229 shares; 2026Q2: 4,664 shares 4,664 $1.11M 0.42% -4,565 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,801 shares; 2024Q4: 262,054 shares; 2025Q1: 342,518 shares; 2025Q2: 353,974 shares; 2025Q3: 351,097 shares; 2025Q4: 27,060 shares; 2026Q1: 27,255 shares; 2026Q2: 32,138 shares 32,138 $1.09M 0.41% +4,883 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,451 shares; 2024Q4: 3,429 shares; 2025Q1: 3,345 shares; 2025Q2: 3,294 shares; 2025Q3: 3,223 shares; 2025Q4: 3,136 shares; 2026Q1: 3,035 shares; 2026Q2: 2,979 shares 2,979 $1.02M 0.38% -56 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,530 shares; 2024Q4: 11,452 shares; 2025Q1: 5,607 shares; 2025Q2: 5,607 shares; 2025Q3: 5,607 shares; 2025Q4: 4,662 shares; 2026Q1: 4,416 shares; 2026Q2: 4,416 shares 4,416 $1.01M 0.38% 0 Timeline GAEM SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN 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: 28,978 shares; 2025Q4: 32,902 shares; 2026Q1: 36,803 shares; 2026Q2: 37,237 shares 37,237 $1M 0.38% +434 Timeline QBER ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,528 shares; 2024Q4: 50,873 shares; 2025Q1: 77,238 shares; 2025Q2: 115,328 shares; 2025Q3: 188,436 shares; 2025Q4: 132,406 shares; 2026Q1: 18,778 shares; 2026Q2: 40,718 shares 40,718 $969K 0.36% +21,940 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: 111,880 shares; 2024Q4: 115,740 shares; 2025Q1: 169,442 shares; 2025Q2: 174,952 shares; 2025Q3: 169,910 shares; 2025Q4: 12,853 shares; 2026Q1: 12,815 shares; 2026Q2: 9,259 shares 9,259 $885K 0.33% -3,556 Timeline AGGY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 136,572 shares; 2024Q4: 145,409 shares; 2025Q1: 199,337 shares; 2025Q2: 209,432 shares; 2025Q3: 240,737 shares; 2025Q4: 23,406 shares; 2026Q1: 23,280 shares; 2026Q2: 19,587 shares 19,587 $852K 0.32% -3,693 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: 4,391 shares; 2024Q4: 4,427 shares; 2025Q1: 3,788 shares; 2025Q2: 3,837 shares; 2025Q3: 3,403 shares; 2025Q4: 3,221 shares; 2026Q1: 2,663 shares; 2026Q2: 2,294 shares 2,294 $810K 0.3% -369 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: 1,720 shares; 2024Q4: 1,580 shares; 2025Q1: 1,644 shares; 2025Q2: 1,633 shares; 2025Q3: 1,590 shares; 2025Q4: 1,602 shares; 2026Q1: 2,087 shares; 2026Q2: 2,051 shares 2,051 $775K 0.29% -36 Timeline SPD SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,175 shares; 2024Q4: 12,530 shares; 2025Q1: not reported; 2025Q2: 19,873 shares; 2025Q3: 20,336 shares; 2025Q4: 17,919 shares; 2026Q1: 17,606 shares; 2026Q2: 17,062 shares 17,062 $708K 0.27% -544 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,372 shares; 2024Q4: 9,454 shares; 2025Q1: 8,433 shares; 2025Q2: 8,432 shares; 2025Q3: 8,406 shares; 2025Q4: 8,496 shares; 2026Q1: 8,333 shares; 2026Q2: 8,332 shares 8,332 $689K 0.26% -1 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,387 shares; 2024Q4: 14,285 shares; 2025Q1: 14,216 shares; 2025Q2: 14,209 shares; 2025Q3: 14,245 shares; 2025Q4: 14,151 shares; 2026Q1: 14,156 shares; 2026Q2: 14,143 shares 14,143 $672K 0.25% -13 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 199,335 shares; 2024Q4: 205,038 shares; 2025Q1: 220,444 shares; 2025Q2: 225,855 shares; 2025Q3: 212,409 shares; 2025Q4: 17,300 shares; 2026Q1: 17,023 shares; 2026Q2: 13,646 shares 13,646 $671K 0.25% -3,377 Timeline DDWM 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: not reported; 2025Q3: 208,363 shares; 2025Q4: 16,238 shares; 2026Q1: 16,022 shares; 2026Q2: 13,885 shares 13,885 $641K 0.24% -2,137 Timeline LTPZ 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: 16,730 shares; 2024Q4: 15,456 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,573 shares 12,573 $637K 0.24% new 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: 22,919 shares; 2024Q4: 22,302 shares; 2025Q1: 18,406 shares; 2025Q2: 16,941 shares; 2025Q3: 28,526 shares; 2025Q4: 24,120 shares; 2026Q1: 20,775 shares; 2026Q2: 20,814 shares 20,814 $591K 0.22% +39 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: 2,022 shares; 2024Q4: 2,771 shares; 2025Q1: 2,672 shares; 2025Q2: 2,731 shares; 2025Q3: 1,840 shares; 2025Q4: 1,594 shares; 2026Q1: 1,627 shares; 2026Q2: 1,632 shares 1,632 $583K 0.22% +5 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: 942 shares; 2024Q4: 1,121 shares; 2025Q1: 977 shares; 2025Q2: 1,155 shares; 2025Q3: 1,142 shares; 2025Q4: 1,473 shares; 2026Q1: 1,419 shares; 2026Q2: 1,376 shares 1,376 $579K 0.22% -43 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 488 shares 488 $563K 0.21% new 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: 580 shares; 2024Q4: 508 shares; 2025Q1: 284 shares; 2025Q2: 284 shares; 2025Q3: not reported; 2025Q4: 466 shares; 2026Q1: 460 shares; 2026Q2: 465 shares 465 $558K 0.21% +5 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,841 shares; 2024Q4: 76,414 shares; 2025Q1: 80,167 shares; 2025Q2: 82,266 shares; 2025Q3: 85,098 shares; 2025Q4: 6,416 shares; 2026Q1: 6,384 shares; 2026Q2: 5,685 shares 5,685 $548K 0.21% -699 Timeline ZROZ 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: 7,819 shares; 2024Q4: 8,270 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,268 shares 8,268 $530K 0.2% new Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,305 shares; 2024Q4: 20,443 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 37,139 shares; 2026Q2: 19,498 shares 19,498 $517K 0.19% -17,641 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: 19,846 shares; 2024Q4: 19,164 shares; 2025Q1: 15,946 shares; 2025Q2: 13,450 shares; 2025Q3: 14,392 shares; 2025Q4: 12,151 shares; 2026Q1: 10,415 shares; 2026Q2: 10,376 shares 10,376 $509K 0.19% -39 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: 502 shares; 2024Q4: 602 shares; 2025Q1: 731 shares; 2025Q2: 739 shares; 2025Q3: 811 shares; 2025Q4: 787 shares; 2026Q1: 842 shares; 2026Q2: 889 shares 889 $501K 0.19% +47 Timeline SPYC SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,304 shares; 2025Q3: 12,517 shares; 2025Q4: 11,046 shares; 2026Q1: 10,636 shares; 2026Q2: 10,461 shares 10,461 $478K 0.18% -175 Timeline SPLS 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,933 shares; 2026Q2: 8,658 shares 8,658 $470K 0.18% -275 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91,926 shares; 2024Q4: 91,833 shares; 2025Q1: 83,302 shares; 2025Q2: 86,573 shares; 2025Q3: 115,206 shares; 2025Q4: 9,542 shares; 2026Q1: 9,483 shares; 2026Q2: 8,176 shares 8,176 $462K 0.17% -1,307 Timeline PAYH ELEVATION SERIES TRUST More: the full row for ELEVATION 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: 18,726 shares; 2026Q2: 18,105 shares 18,105 $449K 0.17% -621 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: 248,131 shares; 2024Q4: 258,552 shares; 2025Q1: 256,376 shares; 2025Q2: 230,033 shares; 2025Q3: 147,709 shares; 2025Q4: 11,716 shares; 2026Q1: 11,627 shares; 2026Q2: 10,352 shares 10,352 $446K 0.17% -1,275 Timeline ONEH ELEVATION SERIES TRUST More: the full row for ELEVATION 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: 17,605 shares; 2026Q2: 17,248 shares 17,248 $426K 0.16% -357 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: not reported; 2024Q4: 6,574 shares; 2025Q1: 1,459 shares; 2025Q2: 1,053 shares; 2025Q3: 1,196 shares; 2025Q4: 1,058 shares; 2026Q1: 1,357 shares; 2026Q2: 1,276 shares 1,276 $418K 0.16% -81 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: 3,510 shares; 2024Q4: 3,341 shares; 2025Q1: 3,323 shares; 2025Q2: 3,106 shares; 2025Q3: 4,246 shares; 2025Q4: 3,242 shares; 2026Q1: 2,685 shares; 2026Q2: 1,909 shares 1,909 $416K 0.16% -776 Timeline PTL 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 953 shares; 2025Q4: 914 shares; 2026Q1: 1,402 shares; 2026Q2: 1,402 shares 1,402 $401K 0.15% 0 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: 2,436 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,747 shares 1,747 $372K 0.14% new Timeline GDE 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: not reported; 2025Q3: 92,183 shares; 2025Q4: 8,033 shares; 2026Q1: 7,747 shares; 2026Q2: 6,042 shares 6,042 $369K 0.14% -1,705 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: 3,198 shares; 2024Q4: 2,002 shares; 2025Q1: 1,911 shares; 2025Q2: 2,724 shares; 2025Q3: 1,707 shares; 2025Q4: 1,792 shares; 2026Q1: 1,437 shares; 2026Q2: 1,407 shares 1,407 $354K 0.13% -30 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 432 shares; 2024Q4: 388 shares; 2025Q1: 328 shares; 2025Q2: 287 shares; 2025Q3: 283 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,452 shares 3,452 $343K 0.13% new Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 443 shares; 2024Q4: 413 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 492 shares; 2025Q4: 976 shares; 2026Q1: 844 shares; 2026Q2: 765 shares 765 $341K 0.13% -79 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,820 shares; 2025Q4: 11,624 shares; 2026Q1: 14,016 shares; 2026Q2: 13,960 shares 13,960 $332K 0.12% -56 Timeline GMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,692 shares 7,692 $331K 0.12% new Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,151 shares; 2024Q4: 4,482 shares; 2025Q1: 3,555 shares; 2025Q2: 3,878 shares; 2025Q3: 3,825 shares; 2025Q4: 3,746 shares; 2026Q1: 3,479 shares; 2026Q2: 1,102 shares 1,102 $328K 0.12% -2,377 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: 107,180 shares; 2024Q4: 118,696 shares; 2025Q1: 172,720 shares; 2025Q2: 171,844 shares; 2025Q3: 178,738 shares; 2025Q4: 18,266 shares; 2026Q1: 18,055 shares; 2026Q2: 14,669 shares 14,669 $327K 0.12% -3,386 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,987 shares; 2024Q4: 8,895 shares; 2025Q1: 7,241 shares; 2025Q2: 6,174 shares; 2025Q3: 5,863 shares; 2025Q4: 4,862 shares; 2026Q1: 4,064 shares; 2026Q2: 3,496 shares 3,496 $317K 0.12% -568 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,663 shares; 2024Q4: 1,543 shares; 2025Q1: 1,257 shares; 2025Q2: 1,212 shares; 2025Q3: 996 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 798 shares 798 $317K 0.12% new Timeline EES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,646 shares; 2024Q4: 73,642 shares; 2025Q1: 58,300 shares; 2025Q2: 61,235 shares; 2025Q3: 70,007 shares; 2025Q4: 5,702 shares; 2026Q1: 5,641 shares; 2026Q2: 4,671 shares 4,671 $317K 0.12% -970 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,704 shares; 2024Q4: 1,603 shares; 2025Q1: 1,369 shares; 2025Q2: 1,357 shares; 2025Q3: 1,285 shares; 2025Q4: 1,234 shares; 2026Q1: 867 shares; 2026Q2: 773 shares 773 $315K 0.12% -94 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; 2024Q3: 8,875 shares; 2024Q4: 8,454 shares; 2025Q1: 7,291 shares; 2025Q2: 7,078 shares; 2025Q3: 4,663 shares; 2025Q4: 4,076 shares; 2026Q1: 3,900 shares; 2026Q2: 3,392 shares 3,392 $313K 0.12% -508 Timeline WTMF WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,330 shares; 2024Q4: 76,348 shares; 2025Q1: 94,933 shares; 2025Q2: 98,784 shares; 2025Q3: 104,361 shares; 2025Q4: 9,210 shares; 2026Q1: 9,051 shares; 2026Q2: 7,604 shares 7,604 $311K 0.12% -1,447 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: 1,294 shares; 2024Q4: 1,123 shares; 2025Q1: 3,978 shares; 2025Q2: 7,042 shares; 2025Q3: 7,048 shares; 2025Q4: 3,806 shares; 2026Q1: 781 shares; 2026Q2: 809 shares 809 $299K 0.11% +28 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,088 shares; 2026Q2: 1,088 shares 1,088 $295K 0.11% 0 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: 790 shares; 2024Q4: 940 shares; 2025Q1: 943 shares; 2025Q2: 943 shares; 2025Q3: 790 shares; 2025Q4: 673 shares; 2026Q1: 671 shares; 2026Q2: 583 shares 583 $292K 0.11% -88 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 695 shares; 2026Q2: 650 shares 650 $277K 0.1% -45 Timeline DLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,243 shares; 2024Q4: 50,281 shares; 2025Q1: 47,620 shares; 2025Q2: 48,397 shares; 2025Q3: 45,792 shares; 2025Q4: 3,835 shares; 2026Q1: 3,800 shares; 2026Q2: 3,243 shares 3,243 $272K 0.1% -557 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: 7,668 shares; 2024Q4: 5,099 shares; 2025Q1: 4,975 shares; 2025Q2: 4,973 shares; 2025Q3: 4,954 shares; 2025Q4: 5,292 shares; 2026Q1: 2,399 shares; 2026Q2: 3,139 shares 3,139 $271K 0.1% +740 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 466 shares 466 $271K 0.1% new 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: 1,290 shares; 2024Q4: 1,406 shares; 2025Q1: 1,819 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,118 shares; 2026Q1: 1,376 shares; 2026Q2: 1,055 shares 1,055 $268K 0.1% -321 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: 3,550 shares; 2024Q4: 3,035 shares; 2025Q1: 4,481 shares; 2025Q2: 582 shares; 2025Q3: 939 shares; 2025Q4: 541 shares; 2026Q1: 399 shares; 2026Q2: 388 shares 388 $266K 0.1% -11 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,105 shares; 2024Q4: 10,434 shares; 2025Q1: 9,932 shares; 2025Q2: 9,445 shares; 2025Q3: 8,859 shares; 2025Q4: 7,355 shares; 2026Q1: 6,981 shares; 2026Q2: 5,797 shares 5,797 $265K 0.1% -1,184 Timeline LDUR 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: not reported; 2025Q2: 3,875 shares; 2025Q3: 3,714 shares; 2025Q4: 3,095 shares; 2026Q1: 2,760 shares; 2026Q2: 2,703 shares 2,703 $258K 0.1% -57 Timeline SHV 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: 2,435 shares; 2025Q1: not reported; 2025Q2: 2,464 shares; 2025Q3: 2,464 shares; 2025Q4: not reported; 2026Q1: 2,359 shares; 2026Q2: 2,236 shares 2,236 $247K 0.09% -123 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,337 shares 1,337 $240K 0.09% new Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,123 shares; 2024Q4: 3,340 shares; 2025Q1: 2,649 shares; 2025Q2: 2,411 shares; 2025Q3: 2,167 shares; 2025Q4: 1,955 shares; 2026Q1: 1,812 shares; 2026Q2: 1,763 shares 1,763 $239K 0.09% -49 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: 27,462 shares; 2024Q4: 26,562 shares; 2025Q1: 21,568 shares; 2025Q2: 20,222 shares; 2025Q3: 9,984 shares; 2025Q4: 8,340 shares; 2026Q1: 7,161 shares; 2026Q2: 7,133 shares 7,133 $239K 0.09% -28 Timeline QBUL ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,239 shares; 2024Q4: 32,387 shares; 2025Q1: 64,247 shares; 2025Q2: 66,482 shares; 2025Q3: 15,398 shares; 2025Q4: 12,226 shares; 2026Q1: 26,971 shares; 2026Q2: 9,849 shares 9,849 $238K 0.09% -17,122 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,665 shares; 2024Q4: 59,255 shares; 2025Q1: 64,430 shares; 2025Q2: 65,551 shares; 2025Q3: 71,453 shares; 2025Q4: 10,871 shares; 2026Q1: 10,053 shares; 2026Q2: 7,728 shares 7,728 $237K 0.09% -2,325 Timeline TMSL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,993 shares; 2026Q2: 5,394 shares 5,394 $237K 0.09% -599 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,412 shares; 2024Q4: 1,381 shares; 2025Q1: 1,875 shares; 2025Q2: 1,132 shares; 2025Q3: 951 shares; 2025Q4: 698 shares; 2026Q1: not reported; 2026Q2: 562 shares 562 $234K 0.09% new Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,210 shares; 2024Q4: 2,274 shares; 2025Q1: 2,444 shares; 2025Q2: 2,199 shares; 2025Q3: 1,986 shares; 2025Q4: 1,392 shares; 2026Q1: 1,708 shares; 2026Q2: 1,564 shares 1,564 $229K 0.09% -144 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: 269 shares; 2024Q4: 314 shares; 2025Q1: not reported; 2025Q2: 250 shares; 2025Q3: 239 shares; 2025Q4: 212 shares; 2026Q1: 185 shares; 2026Q2: 115 shares 115 $229K 0.09% -70 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: 2,674 shares; 2024Q4: 4,422 shares; 2025Q1: 3,566 shares; 2025Q2: 3,563 shares; 2025Q3: 2,592 shares; 2025Q4: 2,393 shares; 2026Q1: 2,339 shares; 2026Q2: 2,013 shares 2,013 $228K 0.09% -326 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: 12,333 shares; 2024Q4: 11,934 shares; 2025Q1: 13,459 shares; 2025Q2: 12,181 shares; 2025Q3: 11,614 shares; 2025Q4: 9,768 shares; 2026Q1: 8,238 shares; 2026Q2: 8,533 shares 8,533 $226K 0.08% +295 Timeline QHY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,233 shares; 2024Q4: 47,832 shares; 2025Q1: 52,245 shares; 2025Q2: 54,346 shares; 2025Q3: 58,972 shares; 2025Q4: 5,028 shares; 2026Q1: 5,439 shares; 2026Q2: 4,916 shares 4,916 $225K 0.08% -523 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 964 shares; 2025Q2: 888 shares; 2025Q3: 722 shares; 2025Q4: 528 shares; 2026Q1: not reported; 2026Q2: 452 shares 452 $224K 0.08% new 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: 3,002 shares; 2024Q4: 2,298 shares; 2025Q1: 2,599 shares; 2025Q2: 2,545 shares; 2025Q3: 2,493 shares; 2025Q4: 2,167 shares; 2026Q1: 1,534 shares; 2026Q2: 297 shares 297 $223K 0.08% -1,237 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,565 shares; 2024Q4: 1,504 shares; 2025Q1: 1,145 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,017 shares; 2026Q2: 890 shares 890 $222K 0.08% -127 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; 2024Q3: 896 shares; 2024Q4: 1,094 shares; 2025Q1: 925 shares; 2025Q2: 938 shares; 2025Q3: 795 shares; 2025Q4: 772 shares; 2026Q1: 446 shares; 2026Q2: 416 shares 416 $219K 0.08% -30 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 700 shares; 2025Q3: 578 shares; 2025Q4: 521 shares; 2026Q1: 405 shares; 2026Q2: 345 shares 345 $219K 0.08% -60 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: 20,593 shares; 2024Q4: 19,742 shares; 2025Q1: 16,323 shares; 2025Q2: 15,394 shares; 2025Q3: 10,560 shares; 2025Q4: 8,926 shares; 2026Q1: 7,572 shares; 2026Q2: 7,518 shares 7,518 $218K 0.08% -54 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,083 shares; 2024Q4: 1,092 shares; 2025Q1: 812 shares; 2025Q2: 813 shares; 2025Q3: 735 shares; 2025Q4: 782 shares; 2026Q1: not reported; 2026Q2: 2,640 shares 2,640 $218K 0.08% new Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,561 shares; 2025Q1: 1,519 shares; 2025Q2: 1,566 shares; 2025Q3: 1,641 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,168 shares 1,168 $216K 0.08% new Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V 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: 889 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 746 shares 746 $210K 0.08% new Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,158 shares; 2024Q4: 2,949 shares; 2025Q1: 2,398 shares; 2025Q2: 2,112 shares; 2025Q3: 2,013 shares; 2025Q4: 1,952 shares; 2026Q1: not reported; 2026Q2: 1,821 shares 1,821 $208K 0.08% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 604 shares 604 $204K 0.08% new Timeline EMLC 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: 15,126 shares; 2024Q4: 14,653 shares; 2025Q1: 13,278 shares; 2025Q2: 11,984 shares; 2025Q3: 11,131 shares; 2025Q4: 9,407 shares; 2026Q1: not reported; 2026Q2: 7,873 shares 7,873 $201K 0.08% new Timeline