ACYN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 348,601 shares; 2026Q3: 869,068 shares 869,068 $18.1M 5.3% +520,467 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 23,425 shares 23,425 $17.3M 5.07% -1,234 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 15,557 shares 15,557 $11.9M 3.47% +96 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 27,377 shares 27,377 $9.12M 2.67% +8,256 Timeline ACYS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,702 shares; 2026Q3: 429,323 shares 429,323 $8.84M 2.58% +416,621 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 16,943 shares 16,943 $8.69M 2.54% -88 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 33,747 shares 33,747 $7.71M 2.25% +2,216 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 96,649 shares 96,649 $7.57M 2.21% +9,164 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 185,006 shares 185,006 $6.93M 2.03% -33,149 Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 163,068 shares 163,068 $6.61M 1.93% -4,643 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; 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; 2026Q3: 75,677 shares 75,677 $6.47M 1.89% +3,294 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; 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; 2026Q3: 70,392 shares 70,392 $6.45M 1.89% -6,580 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 21,427 shares 21,427 $5.34M 1.56% -1,673 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 6,327 shares 6,327 $4.59M 1.34% +262 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 12,649 shares 12,649 $4.31M 1.26% +2,187 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,321 shares; 2026Q1: 5,778 shares; 2026Q2: 7,630 shares; 2026Q3: 13,529 shares 13,529 $4.12M 1.21% +5,899 Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 205,060 shares 205,060 $4.05M 1.18% -188,042 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 11,604 shares 11,604 $3.84M 1.12% -1,223 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 104,014 shares; 2026Q2: 101,249 shares; 2026Q3: 148,032 shares 148,032 $3.76M 1.1% +46,783 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 10,167 shares 10,167 $3.57M 1.04% +1,503 Timeline AFLG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 82,105 shares; 2025Q2: 73,177 shares; 2025Q3: 71,935 shares; 2025Q4: 69,889 shares; 2026Q1: 94,189 shares; 2026Q2: 91,041 shares; 2026Q3: 79,090 shares 79,090 $3.49M 1.02% -11,951 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 112,136 shares; 2026Q1: 133,286 shares; 2026Q2: 147,419 shares; 2026Q3: 164,039 shares 164,039 $3.41M 1% +16,620 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 29,711 shares 29,711 $3.35M 0.98% -8,180 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 64,659 shares 64,659 $3.32M 0.97% new Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 21,814 shares 21,814 $3.25M 0.95% -3,372 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; 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; 2026Q3: 42,548 shares 42,548 $3.04M 0.89% -7,032 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,890 shares; 2026Q1: 58,389 shares; 2026Q2: 65,413 shares; 2026Q3: 66,902 shares 66,902 $2.97M 0.87% +1,489 Timeline HYZD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 125,960 shares 125,960 $2.82M 0.82% new Timeline FTGS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 73,594 shares 73,594 $2.79M 0.82% -7,199 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 19,071 shares 19,071 $2.77M 0.81% +3,683 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; 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; 2026Q3: 90,843 shares 90,843 $2.76M 0.81% -21,887 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 29,213 shares 29,213 $2.73M 0.8% +11 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 31,376 shares 31,376 $2.73M 0.8% 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,284 shares; 2025Q3: 2,860 shares; 2025Q4: 1,082 shares; 2026Q1: not reported; 2026Q2: 428 shares; 2026Q3: 5,836 shares 5,836 $2.66M 0.78% +5,408 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 26,780 shares 26,780 $2.55M 0.75% -1,862 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; 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; 2026Q3: 30,400 shares 30,400 $2.43M 0.71% -4,609 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 37,330 shares 37,330 $2.37M 0.69% +1,332 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 3,307 shares 3,307 $2.32M 0.68% +206 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; 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; 2026Q3: 9,720 shares 9,720 $2.3M 0.67% +1,622 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 4,201 shares 4,201 $2.09M 0.61% -3,570 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,695 shares; 2025Q3: 1,945 shares; 2025Q4: 2,093 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 10,956 shares 10,956 $2.05M 0.6% new Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 9,937 shares 9,937 $2.03M 0.59% +138 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 42,559 shares 42,559 $2M 0.58% -16,507 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 6,038 shares 6,038 $1.99M 0.58% -3,793 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; 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; 2026Q3: 8,929 shares 8,929 $1.97M 0.58% -8,134 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,889 shares; 2026Q1: 11,135 shares; 2026Q2: 12,765 shares; 2026Q3: 15,321 shares 15,321 $1.93M 0.56% +2,556 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 39,623 shares; 2026Q2: 38,527 shares; 2026Q3: 37,905 shares 37,905 $1.91M 0.56% -622 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 32,945 shares 32,945 $1.9M 0.56% +9,198 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 19,905 shares 19,905 $1.89M 0.55% -3,840 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 17,460 shares 17,460 $1.88M 0.55% +1,156 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; 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; 2026Q3: 4,734 shares 4,734 $1.88M 0.55% +53 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,273 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; 2026Q3: 6,519 shares 6,519 $1.85M 0.54% +88 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 12,194 shares 12,194 $1.85M 0.54% -10,133 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 19,645 shares 19,645 $1.84M 0.54% +5,144 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; 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; 2026Q3: 8,136 shares 8,136 $1.81M 0.53% -222 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 49,920 shares; 2026Q1: 52,952 shares; 2026Q2: 59,428 shares; 2026Q3: 28,595 shares 28,595 $1.81M 0.53% -30,833 Timeline JHHY 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 73,133 shares 73,133 $1.8M 0.53% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,203 shares; 2026Q1: 12,185 shares; 2026Q2: 11,066 shares; 2026Q3: 32,030 shares 32,030 $1.8M 0.53% +20,964 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 18,164 shares 18,164 $1.8M 0.53% -4,857 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,578 shares; 2026Q2: 10,885 shares; 2026Q3: 10,855 shares 10,855 $1.75M 0.51% -30 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 7,576 shares 7,576 $1.75M 0.51% +295 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; 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; 2026Q3: 7,641 shares 7,641 $1.74M 0.51% -1,575 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 4,855 shares 4,855 $1.67M 0.49% +403 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 8,609 shares 8,609 $1.64M 0.48% +748 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 323 shares; 2025Q1: 368 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 702 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,388 shares 1,388 $1.61M 0.47% new Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 24,964 shares 24,964 $1.56M 0.46% new Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 14,570 shares 14,570 $1.5M 0.44% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,473 shares; 2026Q3: 7,063 shares 7,063 $1.49M 0.44% +1,590 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 5,627 shares 5,627 $1.49M 0.44% -1,150 Timeline JDVL 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 47,237 shares 47,237 $1.48M 0.43% new Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 27,056 shares 27,056 $1.47M 0.43% -4,460 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; 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; 2026Q3: 5,050 shares 5,050 $1.46M 0.43% -1,003 Timeline FAI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 25,514 shares 25,514 $1.45M 0.42% new Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 3,770 shares 3,770 $1.34M 0.39% -66 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; 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; 2026Q3: 17,178 shares 17,178 $1.34M 0.39% +3,656 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 10,650 shares 10,650 $1.33M 0.39% -6,852 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,222 shares; 2025Q1: not reported; 2025Q2: 7,265 shares; 2025Q3: 11,334 shares; 2025Q4: 7,492 shares; 2026Q1: 15,014 shares; 2026Q2: 17,716 shares; 2026Q3: 12,810 shares 12,810 $1.33M 0.39% -4,906 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 16,172 shares 16,172 $1.27M 0.37% +1,611 Timeline LALT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 51,274 shares 51,274 $1.27M 0.37% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,499 shares; 2026Q1: 5,714 shares; 2026Q2: 10,532 shares; 2026Q3: 10,275 shares 10,275 $1.24M 0.36% -257 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 44,629 shares; 2026Q2: 50,377 shares; 2026Q3: 49,033 shares 49,033 $1.24M 0.36% -1,344 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 15,824 shares 15,824 $1.23M 0.36% +2,921 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,205 shares; 2026Q3: 9,419 shares 9,419 $1.22M 0.36% +214 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,717 shares; 2026Q2: 6,060 shares; 2026Q3: 5,713 shares 5,713 $1.21M 0.35% -347 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; 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; 2026Q3: 12,051 shares 12,051 $1.2M 0.35% -1,202 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 53,828 shares 53,828 $1.17M 0.34% -11 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; 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; 2026Q3: 15,330 shares 15,330 $1.17M 0.34% +466 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 7,885 shares 7,885 $1.12M 0.33% +180 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,840 shares; 2025Q4: 5,721 shares; 2026Q1: 5,383 shares; 2026Q2: 5,943 shares; 2026Q3: 5,495 shares 5,495 $1.12M 0.33% -448 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; 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; 2026Q3: 22,292 shares 22,292 $1.07M 0.31% +451 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; 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; 2026Q3: 54,117 shares 54,117 $1.06M 0.31% -17,372 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 4,606 shares 4,606 $1.05M 0.31% -112 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 5,384 shares 5,384 $993K 0.29% +888 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 33,899 shares 33,899 $978K 0.29% new Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 2,718 shares 2,718 $977K 0.29% +180 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 3,531 shares 3,531 $973K 0.28% +525 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 2,623 shares 2,623 $963K 0.28% -125 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 13,892 shares 13,892 $962K 0.28% new Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 6,971 shares 6,971 $955K 0.28% +2,454 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 942 shares 942 $955K 0.28% -44 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 4,832 shares 4,832 $943K 0.28% -693 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 238 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 238 shares; 2026Q3: 930 shares 930 $931K 0.27% +692 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 19,907 shares 19,907 $913K 0.27% +4,081 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; 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; 2026Q3: 2,595 shares 2,595 $907K 0.27% -245 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,446 shares 3,446 $880K 0.26% new Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,144 shares; 2025Q3: 1,585 shares; 2025Q4: 1,882 shares; 2026Q1: 2,681 shares; 2026Q2: 3,183 shares; 2026Q3: 3,881 shares 3,881 $878K 0.26% +698 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 9,344 shares 9,344 $875K 0.26% -1,631 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,139 shares 2,139 $850K 0.25% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,464 shares; 2026Q3: 5,467 shares 5,467 $847K 0.25% +3 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 758 shares; 2026Q1: 2,009 shares; 2026Q2: 2,535 shares; 2026Q3: 2,705 shares 2,705 $845K 0.25% +170 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 923 shares; 2025Q4: 1,203 shares; 2026Q1: 1,840 shares; 2026Q2: 2,247 shares; 2026Q3: 2,643 shares 2,643 $841K 0.25% +396 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; 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; 2026Q3: 6,281 shares 6,281 $831K 0.24% +1,751 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,745 shares; 2025Q4: 1,661 shares; 2026Q1: 2,864 shares; 2026Q2: 3,324 shares; 2026Q3: 3,172 shares 3,172 $830K 0.24% -152 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 9,489 shares 9,489 $817K 0.24% new Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 12,101 shares 12,101 $815K 0.24% +2,225 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; 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; 2026Q3: 7,308 shares 7,308 $811K 0.24% -208 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 943 shares; 2025Q4: 1,186 shares; 2026Q1: 1,906 shares; 2026Q2: 2,362 shares; 2026Q3: 2,252 shares 2,252 $803K 0.23% -110 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; 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; 2026Q3: 13,890 shares 13,890 $800K 0.23% -2,003 Timeline IYZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,774 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 19,315 shares 19,315 $795K 0.23% new Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 845 shares; 2026Q2: 1,189 shares; 2026Q3: 1,559 shares 1,559 $794K 0.23% +370 Timeline BUFG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 26,405 shares 26,405 $790K 0.23% +393 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; 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; 2026Q3: 29,177 shares 29,177 $784K 0.23% +4,825 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 18,782 shares 18,782 $775K 0.23% -96,220 Timeline FEM FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 23,867 shares 23,867 $769K 0.22% -10,157 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,601 shares; 2026Q3: 1,248 shares 1,248 $763K 0.22% -1,353 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,758 shares; 2025Q4: 39,588 shares; 2026Q1: 12,098 shares; 2026Q2: not reported; 2026Q3: 12,795 shares 12,795 $761K 0.22% new Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 7,250 shares 7,250 $761K 0.22% +232 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; 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; 2026Q3: 40,465 shares 40,465 $744K 0.22% -11,947 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 4,351 shares 4,351 $735K 0.22% new Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 3,839 shares 3,839 $713K 0.21% -26 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; 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; 2026Q3: 14,534 shares 14,534 $704K 0.21% -3,237 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,684 shares; 2025Q1: 8,161 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 13,965 shares 13,965 $704K 0.21% new Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 14,100 shares 14,100 $703K 0.21% new Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,613 shares; 2026Q1: 4,183 shares; 2026Q2: 6,055 shares; 2026Q3: 7,970 shares 7,970 $699K 0.2% +1,915 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,014 shares; 2026Q1: 5,114 shares; 2026Q2: 7,095 shares; 2026Q3: 10,679 shares 10,679 $681K 0.2% +3,584 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,100 shares; 2026Q2: 7,509 shares; 2026Q3: 12,604 shares 12,604 $677K 0.2% +5,095 Timeline RHP RYMAN HOSPITALITY PPTYS INC More: the full row for RYMAN HOSPITALITY PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 5,558 shares 5,558 $664K 0.19% new Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 1,532 shares 1,532 $646K 0.19% -255 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,806 shares; 2026Q2: 3,065 shares; 2026Q3: 3,480 shares 3,480 $640K 0.19% +415 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,336 shares; 2026Q1: 1,771 shares; 2026Q2: 2,743 shares; 2026Q3: 3,493 shares 3,493 $640K 0.19% +750 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,344 shares; 2026Q3: 3,261 shares 3,261 $638K 0.19% -83 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 358 shares; 2025Q3: 608 shares; 2025Q4: 695 shares; 2026Q1: 1,543 shares; 2026Q2: 1,110 shares; 2026Q3: 700 shares 700 $638K 0.19% -410 Timeline FXR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 7,624 shares 7,624 $621K 0.18% new 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; 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; 2026Q3: 30,919 shares 30,919 $606K 0.18% -96,942 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,069 shares 1,069 $590K 0.17% new Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,017 shares; 2025Q4: 4,875 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 9,907 shares 9,907 $581K 0.17% new Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,880 shares; 2026Q3: 5,508 shares 5,508 $558K 0.16% -372 Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 4,244 shares 4,244 $555K 0.16% +163 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,373 shares; 2026Q3: 2,083 shares 2,083 $546K 0.16% -290 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 7,486 shares 7,486 $537K 0.16% -559 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 5,389 shares 5,389 $535K 0.16% new 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; 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; 2026Q3: 6,522 shares 6,522 $510K 0.15% -1,309 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,034 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; 2026Q3: 4,477 shares 4,477 $434K 0.13% +151 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; 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; 2026Q3: 9,646 shares 9,646 $429K 0.13% 0 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; 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; 2026Q3: 14,823 shares 14,823 $424K 0.12% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,501 shares; 2026Q3: 14,772 shares 14,772 $422K 0.12% +5,271 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; 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; 2026Q3: 7,075 shares 7,075 $399K 0.12% -4,913 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 1,009 shares 1,009 $384K 0.11% +21 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; 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; 2026Q3: 7,962 shares 7,962 $362K 0.11% -83 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,209 shares 2,209 $360K 0.11% new 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; 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; 2026Q3: 6,100 shares 6,100 $336K 0.1% 0 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; 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; 2026Q3: 13,709 shares 13,709 $324K 0.09% -5 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 863 shares; 2026Q1: 856 shares; 2026Q2: 859 shares; 2026Q3: 860 shares 860 $323K 0.09% +1 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; 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; 2026Q3: 4,723 shares 4,723 $314K 0.09% -374 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; 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; 2026Q3: 6,247 shares 6,247 $307K 0.09% -1,912 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,328 shares; 2026Q2: 4,547 shares; 2026Q3: 5,615 shares 5,615 $306K 0.09% +1,068 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 367 shares 367 $298K 0.09% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,288 shares; 2026Q1: 1,277 shares; 2026Q2: 1,264 shares; 2026Q3: 1,271 shares 1,271 $294K 0.09% +7 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,292 shares; 2025Q1: 1,382 shares; 2025Q2: not reported; 2025Q3: 499 shares; 2025Q4: 501 shares; 2026Q1: 494 shares; 2026Q2: 502 shares; 2026Q3: 376 shares 376 $288K 0.08% -126 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 4,586 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 6,232 shares 6,232 $278K 0.08% new Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 498 shares; 2025Q3: 512 shares; 2025Q4: 498 shares; 2026Q1: 490 shares; 2026Q2: 2,967 shares; 2026Q3: 2,893 shares 2,893 $261K 0.08% -74 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 559 shares 559 $240K 0.07% new Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 1,399 shares 1,399 $234K 0.07% -3,367 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 4,611 shares 4,611 $232K 0.07% -330 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 4,453 shares 4,453 $231K 0.07% -334 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 7,517 shares 7,517 $230K 0.07% new Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,782 shares; 2026Q3: 3,863 shares 3,863 $229K 0.07% +81 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,867 shares; 2026Q2: 2,432 shares; 2026Q3: 2,157 shares 2,157 $217K 0.06% -275 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,863 shares; 2026Q3: 3,863 shares 3,863 $216K 0.06% 0 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,756 shares 2,756 $215K 0.06% 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; 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; 2026Q3: 5,452 shares 5,452 $214K 0.06% -885 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,018 shares; 2026Q3: 2,018 shares 2,018 $210K 0.06% 0 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 1,821 shares 1,821 $202K 0.06% -5,210 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,000 shares; 2026Q3: 10,000 shares 10,000 $190K 0.06% 0 Timeline