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: 22,999 shares; 2024Q4: 25,184 shares; 2025Q1: 26,108 shares; 2025Q2: 25,491 shares; 2025Q3: 24,712 shares; 2025Q4: 24,385 shares; 2026Q1: 25,267 shares; 2026Q2: 24,659 shares 24,659 $18.2M 5.47% -608 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: 13,698 shares; 2024Q4: 16,708 shares; 2025Q1: 17,271 shares; 2025Q2: 17,720 shares; 2025Q3: 18,602 shares; 2025Q4: 18,830 shares; 2026Q1: 18,597 shares; 2026Q2: 15,461 shares 15,461 $11.5M 3.48% -3,136 Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 129,437 shares; 2025Q2: 149,236 shares; 2025Q3: 146,928 shares; 2025Q4: 272,185 shares; 2026Q1: 304,512 shares; 2026Q2: 393,102 shares 393,102 $8.2M 2.47% +88,590 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 140,021 shares; 2024Q4: 154,954 shares; 2025Q1: 171,876 shares; 2025Q2: 125,190 shares; 2025Q3: 136,523 shares; 2025Q4: 161,516 shares; 2026Q1: 201,100 shares; 2026Q2: 218,155 shares 218,155 $7.97M 2.4% +17,055 Timeline ACYN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 348,601 shares 348,601 $7.25M 2.18% new Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,023 shares; 2024Q4: 3,862 shares; 2025Q1: 25,815 shares; 2025Q2: 46,284 shares; 2025Q3: 45,269 shares; 2025Q4: 75,457 shares; 2026Q1: 75,797 shares; 2026Q2: 87,485 shares 87,485 $7.09M 2.13% +11,688 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 111,208 shares; 2024Q4: 86,841 shares; 2025Q1: 77,361 shares; 2025Q2: 75,769 shares; 2025Q3: 89,293 shares; 2025Q4: 76,666 shares; 2026Q1: 92,499 shares; 2026Q2: 76,972 shares 76,972 $7.05M 2.12% -15,527 Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,283 shares; 2024Q4: 86,274 shares; 2025Q1: 99,885 shares; 2025Q2: 57,789 shares; 2025Q3: 67,454 shares; 2025Q4: 106,632 shares; 2026Q1: 149,275 shares; 2026Q2: 167,711 shares 167,711 $6.59M 1.98% +18,436 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: 10,399 shares; 2024Q4: 11,068 shares; 2025Q1: 12,357 shares; 2025Q2: 15,124 shares; 2025Q3: 11,561 shares; 2025Q4: 14,142 shares; 2026Q1: 16,773 shares; 2026Q2: 17,031 shares 17,031 $6.35M 1.91% +258 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: 16,914 shares; 2024Q4: 17,514 shares; 2025Q1: 22,016 shares; 2025Q2: 24,312 shares; 2025Q3: 27,689 shares; 2025Q4: 27,591 shares; 2026Q1: 34,091 shares; 2026Q2: 31,531 shares 31,531 $6.31M 1.9% -2,560 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,033 shares; 2025Q3: 2,187 shares; 2025Q4: 4,904 shares; 2026Q1: 7,480 shares; 2026Q2: 72,383 shares 72,383 $5.98M 1.8% +64,903 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: 11,937 shares; 2024Q4: 16,404 shares; 2025Q1: 16,105 shares; 2025Q2: 13,765 shares; 2025Q3: 23,046 shares; 2025Q4: 18,041 shares; 2026Q1: 18,815 shares; 2026Q2: 19,121 shares 19,121 $5.53M 1.67% +306 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: 11,179 shares; 2024Q4: 12,106 shares; 2025Q1: 13,104 shares; 2025Q2: 9,564 shares; 2025Q3: 12,677 shares; 2025Q4: 18,355 shares; 2026Q1: 22,231 shares; 2026Q2: 23,100 shares 23,100 $5.51M 1.66% +869 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 114,494 shares; 2024Q4: 174,783 shares; 2025Q1: 46,180 shares; 2025Q2: 42,846 shares; 2025Q3: 52,693 shares; 2025Q4: 30,115 shares; 2026Q1: 47,451 shares; 2026Q2: 115,002 shares 115,002 $5.02M 1.51% +67,551 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,256 shares; 2024Q4: 41,230 shares; 2025Q1: 47,773 shares; 2025Q2: 40,324 shares; 2025Q3: 39,442 shares; 2025Q4: 38,097 shares; 2026Q1: 39,072 shares; 2026Q2: 37,891 shares 37,891 $4.35M 1.31% -1,181 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: 11,737 shares; 2024Q4: 11,851 shares; 2025Q1: 11,579 shares; 2025Q2: 10,795 shares; 2025Q3: 10,235 shares; 2025Q4: 10,462 shares; 2026Q1: 12,248 shares; 2026Q2: 12,827 shares 12,827 $4.2M 1.26% +579 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 49,920 shares; 2026Q1: 52,952 shares; 2026Q2: 59,428 shares 59,428 $4M 1.2% +6,476 Timeline AFLG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 82,105 shares; 2025Q2: 73,177 shares; 2025Q3: 71,935 shares; 2025Q4: 69,889 shares; 2026Q1: 94,189 shares; 2026Q2: 91,041 shares 91,041 $3.95M 1.19% -3,148 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: 1,641 shares; 2024Q4: 1,265 shares; 2025Q1: 1,391 shares; 2025Q2: 1,280 shares; 2025Q3: 3,033 shares; 2025Q4: 5,565 shares; 2026Q1: 7,622 shares; 2026Q2: 7,771 shares 7,771 $3.89M 1.17% +149 Timeline VOOV 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,801 shares; 2025Q3: 4,633 shares; 2025Q4: 7,946 shares; 2026Q1: 12,679 shares; 2026Q2: 17,063 shares 17,063 $3.74M 1.13% +4,384 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 35,635 shares; 2025Q1: 44,162 shares; 2025Q2: 58,007 shares; 2025Q3: 73,594 shares; 2025Q4: 139,646 shares; 2026Q1: 111,709 shares; 2026Q2: 127,212 shares 127,212 $3.72M 1.12% +15,503 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,472 shares; 2025Q1: 6,257 shares; 2025Q2: 6,166 shares; 2025Q3: 7,359 shares; 2025Q4: 21,337 shares; 2026Q1: 40,644 shares; 2026Q2: 49,580 shares 49,580 $3.72M 1.12% +8,936 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: 4,732 shares; 2024Q4: 4,325 shares; 2025Q1: 5,268 shares; 2025Q2: 5,392 shares; 2025Q3: 7,672 shares; 2025Q4: 7,852 shares; 2026Q1: 9,510 shares; 2026Q2: 10,462 shares 10,462 $3.7M 1.11% +952 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,928 shares; 2025Q3: 5,986 shares; 2025Q4: 14,444 shares; 2026Q1: 19,385 shares; 2026Q2: 22,327 shares 22,327 $3.61M 1.09% +2,942 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: 1,888 shares; 2024Q4: 1,734 shares; 2025Q1: 2,392 shares; 2025Q2: 2,474 shares; 2025Q3: 3,976 shares; 2025Q4: 5,595 shares; 2026Q1: 5,491 shares; 2026Q2: 6,065 shares 6,065 $3.42M 1.03% +574 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,790 shares; 2024Q4: 96,045 shares; 2025Q1: 120,467 shares; 2025Q2: 46,230 shares; 2025Q3: 77,845 shares; 2025Q4: 106,257 shares; 2026Q1: 113,996 shares; 2026Q2: 112,730 shares 112,730 $3.35M 1.01% -1,266 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,663 shares; 2024Q4: 6,091 shares; 2025Q1: 12,151 shares; 2025Q2: 10,599 shares; 2025Q3: 10,514 shares; 2025Q4: 10,005 shares; 2026Q1: 10,676 shares; 2026Q2: 9,831 shares 9,831 $3.29M 0.99% -845 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: 5,058 shares; 2024Q4: 9,367 shares; 2025Q1: 12,479 shares; 2025Q2: 10,566 shares; 2025Q3: 9,042 shares; 2025Q4: 7,951 shares; 2026Q1: 9,091 shares; 2026Q2: 8,664 shares 8,664 $3.27M 0.99% -427 Timeline JHMB JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK 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: 112,136 shares; 2026Q1: 133,286 shares; 2026Q2: 147,419 shares 147,419 $3.24M 0.97% +14,133 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,170 shares; 2024Q4: 27,810 shares; 2025Q1: 24,180 shares; 2025Q2: 23,421 shares; 2025Q3: 25,301 shares; 2025Q4: 24,681 shares; 2026Q1: 21,406 shares; 2026Q2: 25,186 shares 25,186 $3.18M 0.96% +3,780 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,540 shares; 2024Q4: 38,547 shares; 2025Q1: 40,960 shares; 2025Q2: 41,737 shares; 2025Q3: 44,966 shares; 2025Q4: 42,088 shares; 2026Q1: 40,847 shares; 2026Q2: 29,202 shares 29,202 $3.14M 0.95% -11,645 Timeline FTGS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 99,184 shares; 2024Q4: 104,562 shares; 2025Q1: 114,315 shares; 2025Q2: 115,100 shares; 2025Q3: 112,496 shares; 2025Q4: 81,201 shares; 2026Q1: 78,998 shares; 2026Q2: 80,793 shares 80,793 $2.99M 0.9% +1,795 Timeline JHMD JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK 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: 37,890 shares; 2026Q1: 58,389 shares; 2026Q2: 65,413 shares 65,413 $2.91M 0.87% +7,024 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: 35,145 shares; 2024Q4: 34,981 shares; 2025Q1: 34,011 shares; 2025Q2: 31,483 shares; 2025Q3: 30,530 shares; 2025Q4: 27,574 shares; 2026Q1: 32,698 shares; 2026Q2: 35,009 shares 35,009 $2.89M 0.87% +2,311 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 101,438 shares; 2024Q4: 103,360 shares; 2025Q1: 77,500 shares; 2025Q2: 60,011 shares; 2025Q3: 59,699 shares; 2025Q4: 60,243 shares; 2026Q1: 57,354 shares; 2026Q2: 59,066 shares 59,066 $2.85M 0.86% +1,712 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,266 shares; 2024Q4: 45,922 shares; 2025Q1: 33,654 shares; 2025Q2: 35,387 shares; 2025Q3: 34,521 shares; 2025Q4: 31,690 shares; 2026Q1: 27,421 shares; 2026Q2: 28,642 shares 28,642 $2.77M 0.83% +1,221 Timeline LGOV FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,559 shares; 2024Q4: 78,410 shares; 2025Q1: 78,288 shares; 2025Q2: 49,550 shares; 2025Q3: 52,620 shares; 2025Q4: 100,328 shares; 2026Q1: 109,242 shares; 2026Q2: 127,861 shares 127,861 $2.74M 0.82% +18,619 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 104,014 shares; 2026Q2: 101,249 shares 101,249 $2.69M 0.81% -2,765 Timeline VPLS VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN 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: 30,465 shares; 2026Q1: 33,953 shares; 2026Q2: 33,652 shares 33,652 $2.61M 0.79% -301 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,098 shares; 2024Q4: 9,469 shares; 2025Q1: 11,488 shares; 2025Q2: 9,977 shares; 2025Q3: 8,480 shares; 2025Q4: 8,300 shares; 2026Q1: 6,762 shares; 2026Q2: 8,098 shares 8,098 $2.35M 0.71% +1,336 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,321 shares; 2026Q1: 5,778 shares; 2026Q2: 7,630 shares 7,630 $2.31M 0.7% +1,852 Timeline FEMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,710 shares; 2024Q4: 9,122 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 69,968 shares; 2026Q1: 79,583 shares; 2026Q2: 78,322 shares 78,322 $2.29M 0.69% -1,261 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: 5,126 shares; 2024Q4: 5,273 shares; 2025Q1: 6,129 shares; 2025Q2: 5,695 shares; 2025Q3: 5,571 shares; 2025Q4: 6,557 shares; 2026Q1: 5,583 shares; 2026Q2: 6,431 shares 6,431 $2.27M 0.68% +848 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,262 shares; 2024Q4: 17,493 shares; 2025Q1: 18,110 shares; 2025Q2: 17,274 shares; 2025Q3: 19,858 shares; 2025Q4: 17,462 shares; 2026Q1: 13,520 shares; 2026Q2: 15,388 shares 15,388 $2.26M 0.68% +1,868 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,669 shares; 2024Q4: 22,002 shares; 2025Q1: 24,297 shares; 2025Q2: 20,394 shares; 2025Q3: 26,822 shares; 2025Q4: 40,117 shares; 2026Q1: 5,495 shares; 2026Q2: 35,998 shares 35,998 $2.2M 0.66% +30,503 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: not reported; 2024Q4: 449 shares; 2025Q1: not reported; 2025Q2: 1,680 shares; 2025Q3: 2,550 shares; 2025Q4: 2,593 shares; 2026Q1: 3,082 shares; 2026Q2: 3,101 shares 3,101 $2.13M 0.64% +19 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,824 shares; 2024Q4: 7,962 shares; 2025Q1: 7,142 shares; 2025Q2: 6,834 shares; 2025Q3: 8,119 shares; 2025Q4: 9,557 shares; 2026Q1: 11,493 shares; 2026Q2: 9,216 shares 9,216 $2.12M 0.64% -2,277 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,508 shares; 2024Q4: 17,450 shares; 2025Q1: 16,590 shares; 2025Q2: 14,540 shares; 2025Q3: 15,643 shares; 2025Q4: 16,158 shares; 2026Q1: 18,279 shares; 2026Q2: 23,021 shares 23,021 $2.09M 0.63% +4,742 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS 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: 15,889 shares; 2026Q1: 11,135 shares; 2026Q2: 12,765 shares 12,765 $2.08M 0.63% +1,630 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA 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: 16,578 shares; 2026Q2: 10,885 shares 10,885 $2.06M 0.62% -5,693 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,254 shares; 2024Q4: 6,672 shares; 2025Q1: 7,617 shares; 2025Q2: 7,487 shares; 2025Q3: 6,504 shares; 2025Q4: 7,562 shares; 2026Q1: 8,023 shares; 2026Q2: 8,358 shares 8,358 $2.06M 0.62% +335 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: not reported; 2024Q4: 3,222 shares; 2025Q1: not reported; 2025Q2: 7,265 shares; 2025Q3: 11,334 shares; 2025Q4: 7,492 shares; 2026Q1: 15,014 shares; 2026Q2: 17,716 shares 17,716 $2.01M 0.6% +2,702 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,373 shares; 2024Q4: 6,531 shares; 2025Q1: 6,499 shares; 2025Q2: 5,919 shares; 2025Q3: 6,772 shares; 2025Q4: 6,501 shares; 2026Q1: 6,196 shares; 2026Q2: 7,281 shares 7,281 $1.97M 0.59% +1,085 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 39,623 shares; 2026Q2: 38,527 shares 38,527 $1.95M 0.59% -1,096 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: 21,820 shares; 2024Q4: 4,450 shares; 2025Q1: 23,644 shares; 2025Q2: 4,704 shares; 2025Q3: 5,405 shares; 2025Q4: 11,925 shares; 2026Q1: 14,137 shares; 2026Q2: 16,304 shares 16,304 $1.92M 0.58% +2,167 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: 5,573 shares; 2024Q4: 5,698 shares; 2025Q1: 6,381 shares; 2025Q2: 6,065 shares; 2025Q3: 5,223 shares; 2025Q4: 4,599 shares; 2026Q1: 3,627 shares; 2026Q2: 4,681 shares 4,681 $1.86M 0.56% +1,054 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,183 shares; 2024Q4: 30,545 shares; 2025Q1: 28,878 shares; 2025Q2: 29,203 shares; 2025Q3: 28,787 shares; 2025Q4: 27,429 shares; 2026Q1: 24,690 shares; 2026Q2: 23,745 shares 23,745 $1.84M 0.55% -945 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,203 shares; 2024Q4: 20,702 shares; 2025Q1: 21,023 shares; 2025Q2: 17,791 shares; 2025Q3: 19,054 shares; 2025Q4: 20,086 shares; 2026Q1: 17,294 shares; 2026Q2: 17,502 shares 17,502 $1.82M 0.55% +208 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: 32,395 shares; 2024Q4: 32,293 shares; 2025Q1: 34,614 shares; 2025Q2: 32,694 shares; 2025Q3: 30,041 shares; 2025Q4: 28,823 shares; 2026Q1: 32,581 shares; 2026Q2: 31,516 shares 31,516 $1.8M 0.54% -1,065 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: 8,110 shares; 2024Q4: 4,623 shares; 2025Q1: 4,980 shares; 2025Q2: 4,352 shares; 2025Q3: 4,312 shares; 2025Q4: 3,692 shares; 2026Q1: 3,706 shares; 2026Q2: 6,777 shares 6,777 $1.72M 0.52% +3,071 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,294 shares; 2024Q4: 12,233 shares; 2025Q1: 11,862 shares; 2025Q2: 8,118 shares; 2025Q3: 9,011 shares; 2025Q4: 9,993 shares; 2026Q1: 8,469 shares; 2026Q2: 9,799 shares 9,799 $1.62M 0.49% +1,330 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: 6,840 shares; 2024Q4: 5,037 shares; 2025Q1: 3,574 shares; 2025Q2: 7,351 shares; 2025Q3: 5,850 shares; 2025Q4: 2,874 shares; 2026Q1: 3,483 shares; 2026Q2: 3,836 shares 3,836 $1.61M 0.49% +353 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,625 shares; 2024Q4: 10,811 shares; 2025Q1: 6,109 shares; 2025Q2: 5,517 shares; 2025Q3: 5,418 shares; 2025Q4: 5,365 shares; 2026Q1: 6,226 shares; 2026Q2: 6,053 shares 6,053 $1.6M 0.48% -173 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: 6,502 shares; 2024Q4: 6,990 shares; 2025Q1: 7,437 shares; 2025Q2: 3,686 shares; 2025Q3: 13,565 shares; 2025Q4: 10,212 shares; 2026Q1: 3,689 shares; 2026Q2: 4,452 shares 4,452 $1.59M 0.48% +763 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: 2,601 shares 2,601 $1.51M 0.45% new Timeline FIIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,585 shares; 2024Q4: 69,819 shares; 2025Q1: 67,770 shares; 2025Q2: 64,372 shares; 2025Q3: 63,395 shares; 2025Q4: 59,411 shares; 2026Q1: 67,527 shares; 2026Q2: 71,489 shares 71,489 $1.48M 0.45% +3,962 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,499 shares; 2024Q4: 34,568 shares; 2025Q1: 41,041 shares; 2025Q2: 39,344 shares; 2025Q3: 37,623 shares; 2025Q4: 35,804 shares; 2026Q1: 35,363 shares; 2026Q2: 23,747 shares 23,747 $1.43M 0.43% -11,616 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,151 shares; 2025Q3: 3,201 shares; 2025Q4: 4,355 shares; 2026Q1: 6,112 shares; 2026Q2: 7,861 shares 7,861 $1.42M 0.43% +1,749 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,653 shares; 2026Q2: 3,144 shares 3,144 $1.36M 0.41% +491 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,874 shares; 2024Q4: 38,510 shares; 2025Q1: 18,395 shares; 2025Q2: 16,634 shares; 2025Q3: 16,222 shares; 2025Q4: 15,469 shares; 2026Q1: 13,967 shares; 2026Q2: 14,501 shares 14,501 $1.36M 0.41% +534 Timeline NTES NETEASE COM INC More: the full row for NETEASE COM 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: 4,499 shares; 2026Q1: 5,714 shares; 2026Q2: 10,532 shares 10,532 $1.35M 0.41% +4,818 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,840 shares; 2025Q4: 5,721 shares; 2026Q1: 5,383 shares; 2026Q2: 5,943 shares 5,943 $1.32M 0.4% +560 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,822 shares; 2024Q4: 47,515 shares; 2025Q1: 55,465 shares; 2025Q2: 55,235 shares; 2025Q3: 64,585 shares; 2025Q4: 66,424 shares; 2026Q1: 66,375 shares; 2026Q2: 53,839 shares 53,839 $1.32M 0.4% -12,536 Timeline BILS 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: 94,771 shares; 2024Q4: 32,908 shares; 2025Q1: 30,539 shares; 2025Q2: 30,838 shares; 2025Q3: 36,226 shares; 2025Q4: 18,709 shares; 2026Q1: 19,258 shares; 2026Q2: 13,253 shares 13,253 $1.32M 0.4% -6,005 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,153 shares; 2026Q1: 15,829 shares; 2026Q2: 15,681 shares 15,681 $1.3M 0.39% -148 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: not reported; 2025Q4: not reported; 2026Q1: 44,629 shares; 2026Q2: 50,377 shares 50,377 $1.29M 0.39% +5,748 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: 6,698 shares; 2024Q4: 7,669 shares; 2025Q1: 9,080 shares; 2025Q2: 9,223 shares; 2025Q3: 9,689 shares; 2025Q4: 9,136 shares; 2026Q1: 8,134 shares; 2026Q2: 9,437 shares 9,437 $1.28M 0.38% +1,303 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,646 shares; 2024Q4: 10,590 shares; 2025Q1: 10,032 shares; 2025Q2: 8,980 shares; 2025Q3: 11,998 shares; 2025Q4: 12,845 shares; 2026Q1: 12,498 shares; 2026Q2: 14,561 shares 14,561 $1.26M 0.38% +2,063 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,867 shares; 2025Q4: 1,826 shares; 2026Q1: 4,111 shares; 2026Q2: 4,422 shares 4,422 $1.26M 0.38% +311 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS 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: 9,205 shares 9,205 $1.25M 0.38% new Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,856 shares; 2024Q4: 26,194 shares; 2025Q1: 36,423 shares; 2025Q2: 19,870 shares; 2025Q3: 17,989 shares; 2025Q4: 19,256 shares; 2026Q1: 16,867 shares; 2026Q2: 13,522 shares 13,522 $1.23M 0.37% -3,345 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,473 shares 5,473 $1.23M 0.37% new Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY 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: 5,717 shares; 2026Q2: 6,060 shares 6,060 $1.22M 0.37% +343 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,464 shares 5,464 $1.21M 0.36% new Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,646 shares; 2024Q4: 5,078 shares; 2025Q1: 5,301 shares; 2025Q2: 5,897 shares; 2025Q3: 5,728 shares; 2025Q4: 4,647 shares; 2026Q1: 4,791 shares; 2026Q2: 4,850 shares 4,850 $1.2M 0.36% +59 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,481 shares; 2024Q4: 8,992 shares; 2025Q1: 11,540 shares; 2025Q2: 10,344 shares; 2025Q3: 10,276 shares; 2025Q4: 10,534 shares; 2026Q1: 10,645 shares; 2026Q2: 12,903 shares 12,903 $1.2M 0.36% +2,258 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: 2,147 shares; 2024Q4: 2,201 shares; 2025Q1: 1,614 shares; 2025Q2: 1,637 shares; 2025Q3: not reported; 2025Q4: 1,061 shares; 2026Q1: 2,514 shares; 2026Q2: 2,748 shares 2,748 $1.14M 0.34% +234 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,223 shares; 2024Q4: 9,646 shares; 2025Q1: 10,944 shares; 2025Q2: 10,608 shares; 2025Q3: 12,109 shares; 2025Q4: 13,189 shares; 2026Q1: 13,628 shares; 2026Q2: 14,864 shares 14,864 $1.13M 0.34% +1,236 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,893 shares; 2026Q2: 1,550 shares 1,550 $1.12M 0.34% -343 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,662 shares; 2024Q4: 42,374 shares; 2025Q1: 43,246 shares; 2025Q2: 23,848 shares; 2025Q3: 24,082 shares; 2025Q4: 21,967 shares; 2026Q1: 21,407 shares; 2026Q2: 21,841 shares 21,841 $1.1M 0.33% +434 Timeline FEM FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,765 shares; 2024Q4: 27,208 shares; 2025Q1: 29,000 shares; 2025Q2: 29,042 shares; 2025Q3: 27,043 shares; 2025Q4: 24,707 shares; 2026Q1: 33,990 shares; 2026Q2: 34,024 shares 34,024 $1.09M 0.33% +34 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,452 shares; 2024Q4: 9,210 shares; 2025Q1: 9,638 shares; 2025Q2: 5,990 shares; 2025Q3: 4,555 shares; 2025Q4: 4,677 shares; 2026Q1: 4,709 shares; 2026Q2: 4,718 shares 4,718 $1.07M 0.32% +9 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,767 shares; 2024Q4: 27,474 shares; 2025Q1: 23,625 shares; 2025Q2: 13,879 shares; 2025Q3: 10,351 shares; 2025Q4: 9,912 shares; 2026Q1: 7,697 shares; 2026Q2: 7,705 shares 7,705 $1.06M 0.32% +8 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,115 shares; 2024Q4: 22,556 shares; 2025Q1: 22,675 shares; 2025Q2: 20,606 shares; 2025Q3: 19,197 shares; 2025Q4: 16,684 shares; 2026Q1: 10,717 shares; 2026Q2: 10,975 shares 10,975 $1.04M 0.31% +258 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 358 shares; 2025Q3: 608 shares; 2025Q4: 695 shares; 2026Q1: 1,543 shares; 2026Q2: 1,110 shares 1,110 $1.04M 0.31% -433 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,262 shares; 2024Q4: 1,171 shares; 2025Q1: 1,376 shares; 2025Q2: 1,146 shares; 2025Q3: 1,401 shares; 2025Q4: 1,408 shares; 2026Q1: 1,128 shares; 2026Q2: 986 shares 986 $1.03M 0.31% -142 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS 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: 2,793 shares; 2025Q4: 3,202 shares; 2026Q1: 6,454 shares; 2026Q2: 7,516 shares 7,516 $1.02M 0.31% +1,062 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,529 shares; 2024Q4: 2,123 shares; 2025Q1: 2,555 shares; 2025Q2: 2,767 shares; 2025Q3: 3,127 shares; 2025Q4: 3,694 shares; 2026Q1: 3,329 shares; 2026Q2: 4,496 shares 4,496 $992K 0.3% +1,167 Timeline FSIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 119,341 shares; 2024Q4: 103,095 shares; 2025Q1: 76,082 shares; 2025Q2: 76,126 shares; 2025Q3: 75,250 shares; 2025Q4: 53,207 shares; 2026Q1: 50,566 shares; 2026Q2: 52,412 shares 52,412 $988K 0.3% +1,846 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS 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: 19,203 shares; 2026Q1: 12,185 shares; 2026Q2: 11,066 shares 11,066 $981K 0.3% -1,119 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 641 shares; 2024Q4: 918 shares; 2025Q1: 1,002 shares; 2025Q2: 954 shares; 2025Q3: 1,324 shares; 2025Q4: 1,752 shares; 2026Q1: 2,456 shares; 2026Q2: 2,840 shares 2,840 $961K 0.29% +384 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 758 shares; 2026Q1: 2,009 shares; 2026Q2: 2,535 shares 2,535 $947K 0.29% +526 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,095 shares; 2024Q4: 1,452 shares; 2025Q1: 1,609 shares; 2025Q2: 1,540 shares; 2025Q3: 1,836 shares; 2025Q4: 2,298 shares; 2026Q1: 2,278 shares; 2026Q2: 3,006 shares 3,006 $947K 0.28% +728 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,807 shares; 2024Q4: 2,525 shares; 2025Q1: 3,018 shares; 2025Q2: 2,800 shares; 2025Q3: 3,463 shares; 2025Q4: 4,382 shares; 2026Q1: 4,324 shares; 2026Q2: 5,525 shares 5,525 $940K 0.28% +1,201 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,814 shares; 2025Q3: 16,315 shares; 2025Q4: 17,820 shares; 2026Q1: 16,502 shares; 2026Q2: 15,893 shares 15,893 $925K 0.28% -609 Timeline FMF FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,819 shares; 2024Q4: 22,906 shares; 2025Q1: 23,767 shares; 2025Q2: 22,704 shares; 2025Q3: 20,653 shares; 2025Q4: 19,565 shares; 2026Q1: 17,997 shares; 2026Q2: 17,819 shares 17,819 $893K 0.27% -178 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,938 shares; 2024Q4: 56,943 shares; 2025Q1: 49,975 shares; 2025Q2: 36,861 shares; 2025Q3: 37,073 shares; 2025Q4: 18,231 shares; 2026Q1: 17,483 shares; 2026Q2: 17,771 shares 17,771 $885K 0.27% +288 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,742 shares; 2024Q4: 3,013 shares; 2025Q1: 3,181 shares; 2025Q2: 3,135 shares; 2025Q3: 3,186 shares; 2025Q4: 3,459 shares; 2026Q1: 3,672 shares; 2026Q2: 4,766 shares 4,766 $883K 0.27% +1,094 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,671 shares; 2024Q4: 4,463 shares; 2025Q1: 6,043 shares; 2025Q2: 5,535 shares; 2025Q3: 4,534 shares; 2025Q4: 4,357 shares; 2026Q1: 4,243 shares; 2026Q2: 4,517 shares 4,517 $879K 0.26% +274 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: 1,475 shares; 2024Q4: 1,404 shares; 2025Q1: 1,774 shares; 2025Q2: 603 shares; 2025Q3: 1,016 shares; 2025Q4: 1,124 shares; 2026Q1: 2,048 shares; 2026Q2: 2,538 shares 2,538 $871K 0.26% +490 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,144 shares; 2025Q3: 1,585 shares; 2025Q4: 1,882 shares; 2026Q1: 2,681 shares; 2026Q2: 3,183 shares 3,183 $856K 0.26% +502 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,365 shares; 2024Q4: 9,843 shares; 2025Q1: 11,752 shares; 2025Q2: 12,288 shares; 2025Q3: 14,083 shares; 2025Q4: 14,429 shares; 2026Q1: 12,613 shares; 2026Q2: 12,713 shares 12,713 $852K 0.26% +100 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,745 shares; 2025Q4: 1,661 shares; 2026Q1: 2,864 shares; 2026Q2: 3,324 shares 3,324 $837K 0.25% +460 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,102 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,741 shares 2,741 $817K 0.25% new Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,207 shares; 2025Q1: 4,908 shares; 2025Q2: 5,025 shares; 2025Q3: 5,438 shares; 2025Q4: 7,641 shares; 2026Q1: 7,202 shares; 2026Q2: 6,944 shares 6,944 $816K 0.25% -258 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 870 shares; 2025Q4: 1,110 shares; 2026Q1: 2,514 shares; 2026Q2: 2,811 shares 2,811 $791K 0.24% +297 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 943 shares; 2025Q4: 1,186 shares; 2026Q1: 1,906 shares; 2026Q2: 2,362 shares 2,362 $780K 0.23% +456 Timeline BUFG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,776 shares; 2024Q4: 25,776 shares; 2025Q1: 25,776 shares; 2025Q2: 25,776 shares; 2025Q3: 25,776 shares; 2025Q4: 25,776 shares; 2026Q1: 25,776 shares; 2026Q2: 26,012 shares 26,012 $763K 0.23% +236 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,215 shares; 2024Q4: 7,625 shares; 2025Q1: 7,069 shares; 2025Q2: 7,134 shares; 2025Q3: 5,548 shares; 2025Q4: 5,913 shares; 2026Q1: 5,718 shares; 2026Q2: 7,031 shares 7,031 $753K 0.23% +1,313 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS 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: 923 shares; 2025Q4: 1,203 shares; 2026Q1: 1,840 shares; 2026Q2: 2,247 shares 2,247 $743K 0.22% +407 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,363 shares; 2025Q3: 12,342 shares; 2025Q4: 14,837 shares; 2026Q1: 18,691 shares; 2026Q2: 24,352 shares 24,352 $735K 0.22% +5,661 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: 5,458 shares; 2024Q4: 5,295 shares; 2025Q1: 5,007 shares; 2025Q2: 4,712 shares; 2025Q3: 4,168 shares; 2025Q4: 3,577 shares; 2026Q1: 3,208 shares; 2026Q2: 3,865 shares 3,865 $734K 0.22% +657 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,837 shares; 2026Q1: 6,261 shares; 2026Q2: 7,726 shares 7,726 $711K 0.21% +1,465 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,485 shares; 2025Q2: 4,176 shares; 2025Q3: 5,329 shares; 2025Q4: 6,819 shares; 2026Q1: 7,262 shares; 2026Q2: 9,876 shares 9,876 $711K 0.21% +2,614 Timeline XYL XYLEM INC More: the full row for XYLEM 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: 5,880 shares 5,880 $695K 0.21% new Timeline FTXO FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 37,243 shares; 2025Q2: 35,836 shares; 2025Q3: 35,073 shares; 2025Q4: 14,698 shares; 2026Q1: 18,302 shares; 2026Q2: 16,805 shares 16,805 $695K 0.21% -1,497 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,224 shares; 2025Q4: 2,527 shares; 2026Q1: 3,824 shares; 2026Q2: 4,530 shares 4,530 $686K 0.21% +706 Timeline FEP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,367 shares; 2024Q4: 16,833 shares; 2025Q1: 15,526 shares; 2025Q2: 14,455 shares; 2025Q3: 13,627 shares; 2025Q4: 12,141 shares; 2026Q1: 11,828 shares; 2026Q2: 11,988 shares 11,988 $684K 0.21% +160 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,867 shares; 2024Q4: 3,700 shares; 2025Q1: 4,018 shares; 2025Q2: 3,888 shares; 2025Q3: 4,305 shares; 2025Q4: 5,054 shares; 2026Q1: 5,517 shares; 2026Q2: 7,018 shares 7,018 $676K 0.2% +1,501 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,591 shares; 2025Q3: 8,843 shares; 2025Q4: 11,390 shares; 2026Q1: 11,242 shares; 2026Q2: 15,826 shares 15,826 $670K 0.2% +4,584 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,537 shares; 2024Q4: 3,222 shares; 2025Q1: 8,450 shares; 2025Q2: 3,250 shares; 2025Q3: 1,739 shares; 2025Q4: 4,329 shares; 2026Q1: 1,532 shares; 2026Q2: 1,787 shares 1,787 $648K 0.19% +255 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,481 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,344 shares 3,344 $637K 0.19% new Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,201 shares; 2025Q3: 3,057 shares; 2025Q4: 4,251 shares; 2026Q1: 4,645 shares; 2026Q2: 6,552 shares 6,552 $627K 0.19% +1,907 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: 3,032 shares; 2024Q4: 3,509 shares; 2025Q1: 3,633 shares; 2025Q2: 3,525 shares; 2025Q3: 3,838 shares; 2025Q4: 9,636 shares; 2026Q1: 11,086 shares; 2026Q2: 13,590 shares 13,590 $616K 0.19% +2,504 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 845 shares; 2026Q2: 1,189 shares 1,189 $606K 0.18% +344 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 729 shares; 2025Q3: 865 shares; 2025Q4: 1,036 shares; 2026Q1: 1,898 shares; 2026Q2: 2,437 shares 2,437 $605K 0.18% +539 Timeline FJP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,230 shares; 2024Q4: 10,680 shares; 2025Q1: 10,384 shares; 2025Q2: 10,440 shares; 2025Q3: 9,723 shares; 2025Q4: 8,612 shares; 2026Q1: 7,606 shares; 2026Q2: 7,831 shares 7,831 $598K 0.18% +225 Timeline HMC HONDA MOTOR CO LTD More: the full row for HONDA MOTOR CO LTD 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: 10,399 shares; 2026Q1: 15,669 shares; 2026Q2: 21,914 shares 21,914 $594K 0.18% +6,245 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,806 shares; 2026Q2: 3,065 shares 3,065 $566K 0.17% -1,741 Timeline EIX EDISON INTL More: the full row for EDISON INTL 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: 5,100 shares; 2026Q2: 7,509 shares 7,509 $559K 0.17% +2,409 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,101 shares; 2024Q4: 12,509 shares; 2025Q1: 9,764 shares; 2025Q2: 8,658 shares; 2025Q3: 7,671 shares; 2025Q4: 6,856 shares; 2026Q1: 6,784 shares; 2026Q2: 7,553 shares 7,553 $557K 0.17% +769 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP 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: 2,510 shares; 2025Q4: 3,693 shares; 2026Q1: 4,574 shares; 2026Q2: 6,721 shares 6,721 $546K 0.16% +2,147 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,754 shares; 2025Q3: 10,599 shares; 2025Q4: 10,134 shares; 2026Q1: 9,527 shares; 2026Q2: 9,186 shares 9,186 $542K 0.16% -341 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,373 shares 2,373 $524K 0.16% new Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,673 shares; 2025Q1: 5,799 shares; 2025Q2: 7,335 shares; 2025Q3: 7,735 shares; 2025Q4: 8,216 shares; 2026Q1: 7,568 shares; 2026Q2: 8,045 shares 8,045 $517K 0.16% +477 Timeline HAS HASBRO INC More: the full row for HASBRO 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: 3,613 shares; 2026Q1: 4,183 shares; 2026Q2: 6,055 shares 6,055 $500K 0.15% +1,872 Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,993 shares; 2024Q4: 11,817 shares; 2025Q1: 2,191 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,959 shares; 2026Q1: 3,538 shares; 2026Q2: 4,081 shares 4,081 $500K 0.15% +543 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP 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: 4,014 shares; 2026Q1: 5,114 shares; 2026Q2: 7,095 shares 7,095 $497K 0.15% +1,981 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,284 shares; 2025Q4: 13,649 shares; 2026Q1: 14,751 shares; 2026Q2: 22,408 shares 22,408 $464K 0.14% +7,657 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,336 shares; 2026Q1: 1,771 shares; 2026Q2: 2,743 shares 2,743 $462K 0.14% +972 Timeline RSMV LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 49,391 shares; 2025Q3: 14,016 shares; 2025Q4: 18,748 shares; 2026Q1: 15,659 shares; 2026Q2: 14,823 shares 14,823 $446K 0.13% -836 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,646 shares; 2024Q4: 9,646 shares; 2025Q1: 9,646 shares; 2025Q2: 9,646 shares; 2025Q3: 9,646 shares; 2025Q4: 9,646 shares; 2026Q1: 9,646 shares; 2026Q2: 9,646 shares 9,646 $428K 0.13% 0 Timeline FAAR FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,238 shares; 2024Q4: 21,867 shares; 2025Q1: 21,554 shares; 2025Q2: 19,638 shares; 2025Q3: 17,559 shares; 2025Q4: 17,751 shares; 2026Q1: 14,176 shares; 2026Q2: 13,492 shares 13,492 $427K 0.13% -684 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: 3,034 shares; 2024Q4: 3,034 shares; 2025Q1: 3,034 shares; 2025Q2: 3,034 shares; 2025Q3: 4,515 shares; 2025Q4: 4,703 shares; 2026Q1: 4,294 shares; 2026Q2: 4,326 shares 4,326 $418K 0.13% +32 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,438 shares; 2024Q4: 12,887 shares; 2025Q1: 12,523 shares; 2025Q2: 12,337 shares; 2025Q3: 12,673 shares; 2025Q4: 9,978 shares; 2026Q1: 13,415 shares; 2026Q2: 8,159 shares 8,159 $397K 0.12% -5,256 Timeline JHSC JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,248 shares; 2025Q1: 9,447 shares; 2025Q2: 9,462 shares; 2025Q3: 11,184 shares; 2025Q4: not reported; 2026Q1: 8,924 shares; 2026Q2: 8,045 shares 8,045 $391K 0.12% -879 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: 1,256 shares; 2024Q4: 1,292 shares; 2025Q1: 1,382 shares; 2025Q2: not reported; 2025Q3: 499 shares; 2025Q4: 501 shares; 2026Q1: 494 shares; 2026Q2: 502 shares 502 $376K 0.11% +8 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,188 shares; 2024Q4: 1,384 shares; 2025Q1: 1,069 shares; 2025Q2: 1,381 shares; 2025Q3: 1,433 shares; 2025Q4: 1,251 shares; 2026Q1: 1,495 shares; 2026Q2: 988 shares 988 $364K 0.11% -507 Timeline XLSR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,863 shares; 2024Q4: 28,213 shares; 2025Q1: 29,064 shares; 2025Q2: 30,058 shares; 2025Q3: 28,730 shares; 2025Q4: 25,108 shares; 2026Q1: 24,694 shares; 2026Q2: 5,097 shares 5,097 $331K 0.1% -19,597 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 863 shares; 2026Q1: 856 shares; 2026Q2: 859 shares 859 $318K 0.1% +3 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,800 shares; 2024Q4: 8,800 shares; 2025Q1: 8,800 shares; 2025Q2: 6,100 shares; 2025Q3: 6,100 shares; 2025Q4: 6,100 shares; 2026Q1: 6,100 shares; 2026Q2: 6,100 shares 6,100 $316K 0.1% 0 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,288 shares; 2026Q1: 1,277 shares; 2026Q2: 1,264 shares 1,264 $307K 0.09% -13 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 983 shares; 2024Q4: 1,498 shares; 2025Q1: 2,259 shares; 2025Q2: 2,143 shares; 2025Q3: 1,563 shares; 2025Q4: 1,997 shares; 2026Q1: 1,735 shares; 2026Q2: 2,099 shares 2,099 $292K 0.09% +364 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: 2,141 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,021 shares; 2025Q4: 1,786 shares; 2026Q1: 2,181 shares; 2026Q2: 2,086 shares 2,086 $285K 0.09% -95 Timeline MGOV FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 23,257 shares; 2025Q1: 27,847 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 49,786 shares; 2026Q1: 14,154 shares; 2026Q2: 13,629 shares 13,629 $275K 0.08% -525 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS 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: 238 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 238 shares 238 $270K 0.08% new Timeline BUFZ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,501 shares 9,501 $265K 0.08% new Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,000 shares; 2024Q4: 22,000 shares; 2025Q1: 22,000 shares; 2025Q2: 22,145 shares; 2025Q3: 22,000 shares; 2025Q4: 22,000 shares; 2026Q1: 22,000 shares; 2026Q2: 22,000 shares 22,000 $265K 0.08% 0 Timeline ACYS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,702 shares 12,702 $261K 0.08% new Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,468 shares; 2024Q4: 18,082 shares; 2025Q1: 9,497 shares; 2025Q2: 9,573 shares; 2025Q3: 10,080 shares; 2025Q4: 8,984 shares; 2026Q1: 5,997 shares; 2026Q2: 6,337 shares 6,337 $258K 0.08% +340 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 498 shares; 2025Q3: 512 shares; 2025Q4: 498 shares; 2026Q1: 490 shares; 2026Q2: 2,967 shares 2,967 $256K 0.08% +2,477 Timeline PAXS PIMCO ACCESS INCOME FUND More: the full row for PIMCO ACCESS INCOME FUND 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: 17,250 shares; 2025Q4: 17,250 shares; 2026Q1: 17,250 shares; 2026Q2: 17,250 shares 17,250 $251K 0.08% 0 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: 20,802 shares; 2024Q4: 24,647 shares; 2025Q1: 40,005 shares; 2025Q2: 17,385 shares; 2025Q3: 25,471 shares; 2025Q4: 30,292 shares; 2026Q1: 29,243 shares; 2026Q2: 4,941 shares 4,941 $249K 0.07% -24,302 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: 29,528 shares; 2024Q4: 29,858 shares; 2025Q1: 29,601 shares; 2025Q2: 20,522 shares; 2025Q3: 24,772 shares; 2025Q4: 21,623 shares; 2026Q1: 21,068 shares; 2026Q2: 4,787 shares 4,787 $248K 0.07% -16,281 Timeline SGVT SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,867 shares; 2026Q2: 2,432 shares 2,432 $245K 0.07% -435 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,328 shares; 2026Q2: 4,547 shares 4,547 $243K 0.07% +219 Timeline HODL VANECK BITCOIN ETF More: the full row for VANECK BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,191 shares; 2025Q1: 16,149 shares; 2025Q2: 16,364 shares; 2025Q3: 16,364 shares; 2025Q4: 14,662 shares; 2026Q1: 14,662 shares; 2026Q2: 13,714 shares 13,714 $228K 0.07% -948 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,782 shares 3,782 $226K 0.07% new Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN 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: 1,993 shares 1,993 $215K 0.06% new Timeline FID FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,602 shares; 2024Q4: 13,586 shares; 2025Q1: 12,561 shares; 2025Q2: 10,882 shares; 2025Q3: 11,084 shares; 2025Q4: 10,522 shares; 2026Q1: 10,280 shares; 2026Q2: 9,989 shares 9,989 $214K 0.06% -291 Timeline BGT BLACKROCK FLOATING RATE INC More: the full row for BLACKROCK FLOATING RATE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,000 shares; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares; 2026Q1: 20,000 shares; 2026Q2: 20,000 shares 20,000 $213K 0.06% 0 Timeline FDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,863 shares 3,863 $210K 0.06% new Timeline EFA 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: 2,018 shares 2,018 $210K 0.06% new Timeline BUFT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,971 shares 7,971 $206K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,284 shares; 2025Q3: 2,860 shares; 2025Q4: 1,082 shares; 2026Q1: not reported; 2026Q2: 428 shares 428 $204K 0.06% new Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,376 shares; 2025Q3: 2,711 shares; 2025Q4: 1,197 shares; 2026Q1: not reported; 2026Q2: 854 shares 854 $202K 0.06% new Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 568 shares 568 $201K 0.06% new Timeline XEVVX EATON VANCE LIMITED DURATION More: the full row for EATON VANCE LIMITED DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,000 shares; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares; 2026Q1: 20,000 shares; 2026Q2: 20,000 shares 20,000 $187K 0.06% 0 Timeline BBNX BETA BIONICS INC More: the full row for BETA BIONICS 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: 10,000 shares 10,000 $157K 0.05% new Timeline PHK PIMCO HIGH INCOME FD More: the full row for PIMCO HIGH INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,000 shares; 2024Q4: 30,000 shares; 2025Q1: 30,000 shares; 2025Q2: 30,000 shares; 2025Q3: 30,000 shares; 2025Q4: 30,000 shares; 2026Q1: 30,000 shares; 2026Q2: 30,000 shares 30,000 $140K 0.04% 0 Timeline