SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 228,608 shares; 2024Q4: 906,844 shares; 2025Q1: 876,067 shares; 2025Q2: 872,136 shares; 2025Q3: 917,828 shares; 2025Q4: 948,261 shares; 2026Q1: 930,933 shares; 2026Q2: 936,080 shares 936,080 $31.7M 4.35% +5,147 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: 71,707 shares; 2024Q4: 71,190 shares; 2025Q1: 109,775 shares; 2025Q2: 108,380 shares; 2025Q3: 105,864 shares; 2025Q4: 102,902 shares; 2026Q1: 103,574 shares; 2026Q2: 104,598 shares 104,598 $30.3M 4.16% +1,024 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: 557,829 shares; 2024Q4: 596,312 shares; 2025Q1: 671,211 shares; 2025Q2: 685,442 shares; 2025Q3: 682,794 shares; 2025Q4: 697,971 shares; 2026Q1: 701,672 shares; 2026Q2: 702,030 shares 702,030 $25.6M 3.52% +358 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: 101,791 shares; 2024Q4: 101,025 shares; 2025Q1: 110,892 shares; 2025Q2: 108,984 shares; 2025Q3: 110,383 shares; 2025Q4: 107,698 shares; 2026Q1: 109,538 shares; 2026Q2: 113,546 shares 113,546 $22.7M 3.12% +4,008 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: 24,002 shares; 2024Q4: 24,382 shares; 2025Q1: 28,644 shares; 2025Q2: 27,850 shares; 2025Q3: 27,973 shares; 2025Q4: 29,639 shares; 2026Q1: 30,822 shares; 2026Q2: 30,454 shares 30,454 $11.4M 1.56% -368 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: 31,428 shares; 2024Q4: 31,501 shares; 2025Q1: 42,771 shares; 2025Q2: 43,309 shares; 2025Q3: 43,590 shares; 2025Q4: 44,376 shares; 2026Q1: 45,005 shares; 2026Q2: 45,449 shares 45,449 $10.8M 1.49% +444 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: 13,454 shares; 2024Q4: 13,722 shares; 2025Q1: 13,669 shares; 2025Q2: 13,657 shares; 2025Q3: 13,388 shares; 2025Q4: 12,913 shares; 2026Q1: 12,837 shares; 2026Q2: 13,272 shares 13,272 $9.91M 1.36% +435 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: 15,021 shares; 2024Q4: 15,078 shares; 2025Q1: 23,391 shares; 2025Q2: 24,143 shares; 2025Q3: 24,526 shares; 2025Q4: 25,646 shares; 2026Q1: 26,449 shares; 2026Q2: 27,493 shares 27,493 $9.83M 1.35% +1,044 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: 182,640 shares; 2024Q4: 192,466 shares; 2025Q1: 182,278 shares; 2025Q2: 185,855 shares; 2025Q3: 185,330 shares; 2025Q4: 183,304 shares; 2026Q1: 191,090 shares; 2026Q2: 194,770 shares 194,770 $9.82M 1.35% +3,680 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 121,803 shares; 2024Q4: 126,490 shares; 2025Q1: 128,922 shares; 2025Q2: 133,758 shares; 2025Q3: 132,375 shares; 2025Q4: 135,721 shares; 2026Q1: 151,156 shares; 2026Q2: 155,533 shares 155,533 $9.46M 1.3% +4,377 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,556 shares; 2024Q4: 13,774 shares; 2025Q1: 22,387 shares; 2025Q2: 26,687 shares; 2025Q3: 27,881 shares; 2025Q4: 33,373 shares; 2026Q1: 38,927 shares; 2026Q2: 38,600 shares 38,600 $9.36M 1.29% -327 Timeline MARM 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: 259,148 shares; 2024Q4: 258,406 shares; 2025Q1: 278,108 shares; 2025Q2: 278,108 shares; 2025Q3: 274,677 shares; 2025Q4: 274,677 shares; 2026Q1: 272,928 shares; 2026Q2: 272,928 shares 272,928 $9.32M 1.28% 0 Timeline SCHX 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: 56,377 shares; 2024Q4: 221,839 shares; 2025Q1: 194,967 shares; 2025Q2: 207,698 shares; 2025Q3: 208,155 shares; 2025Q4: 264,683 shares; 2026Q1: 277,239 shares; 2026Q2: 295,276 shares 295,276 $8.69M 1.19% +18,037 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 215,548 shares; 2024Q4: 224,314 shares; 2025Q1: 237,787 shares; 2025Q2: 251,143 shares; 2025Q3: 240,859 shares; 2025Q4: 241,626 shares; 2026Q1: 251,392 shares; 2026Q2: 256,544 shares 256,544 $8.6M 1.18% +5,152 Timeline SEIX VIRTUS ETF TR II More: the full row for VIRTUS ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 275,934 shares; 2024Q4: 282,194 shares; 2025Q1: 319,573 shares; 2025Q2: 342,937 shares; 2025Q3: 333,126 shares; 2025Q4: 340,601 shares; 2026Q1: 358,079 shares; 2026Q2: 366,866 shares 366,866 $8.51M 1.17% +8,787 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: 1,840 shares; 2025Q3: 1,787 shares; 2025Q4: 2,098 shares; 2026Q1: 21,846 shares; 2026Q2: 22,784 shares 22,784 $8.43M 1.16% +938 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 122,390 shares; 2024Q4: 128,432 shares; 2025Q1: 153,039 shares; 2025Q2: 165,975 shares; 2025Q3: 160,090 shares; 2025Q4: 164,008 shares; 2026Q1: 170,744 shares; 2026Q2: 174,056 shares 174,056 $8.19M 1.12% +3,312 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: 5,130 shares; 2024Q4: 5,085 shares; 2025Q1: 18,343 shares; 2025Q2: 18,132 shares; 2025Q3: 17,914 shares; 2025Q4: 16,622 shares; 2026Q1: 16,576 shares; 2026Q2: 16,004 shares 16,004 $8.01M 1.1% -572 Timeline JPIB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 131,181 shares; 2024Q4: 136,075 shares; 2025Q1: 147,834 shares; 2025Q2: 157,525 shares; 2025Q3: 151,713 shares; 2025Q4: 152,192 shares; 2026Q1: 159,584 shares; 2026Q2: 163,239 shares 163,239 $7.91M 1.09% +3,655 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: 19,720 shares; 2024Q4: 16,976 shares; 2025Q1: 17,743 shares; 2025Q2: 17,646 shares; 2025Q3: 17,475 shares; 2025Q4: 17,471 shares; 2026Q1: 17,540 shares; 2026Q2: 17,756 shares 17,756 $7.47M 1.03% +216 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,362 shares; 2024Q4: 7,478 shares; 2025Q1: 7,333 shares; 2025Q2: 7,303 shares; 2025Q3: 7,306 shares; 2025Q4: 7,190 shares; 2026Q1: 7,088 shares; 2026Q2: 59,470 shares 59,470 $7.11M 0.98% +52,382 Timeline DJUL 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: 202,619 shares; 2024Q4: 190,379 shares; 2025Q1: 165,123 shares; 2025Q2: 164,405 shares; 2025Q3: 159,987 shares; 2025Q4: 142,861 shares; 2026Q1: 142,611 shares; 2026Q2: 141,107 shares 141,107 $7.08M 0.97% -1,504 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,217 shares; 2024Q4: 6,123 shares; 2025Q1: 6,661 shares; 2025Q2: 6,772 shares; 2025Q3: 6,594 shares; 2025Q4: 6,759 shares; 2026Q1: 6,862 shares; 2026Q2: 6,563 shares 6,563 $6.99M 0.96% -299 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,145 shares; 2024Q4: 4,312 shares; 2025Q1: 7,989 shares; 2025Q2: 8,149 shares; 2025Q3: 8,202 shares; 2025Q4: 8,342 shares; 2026Q1: 8,149 shares; 2026Q2: 9,431 shares 9,431 $6.95M 0.95% +1,282 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: 14,236 shares; 2024Q4: 13,252 shares; 2025Q1: 14,741 shares; 2025Q2: 14,928 shares; 2025Q3: 15,127 shares; 2025Q4: 15,788 shares; 2026Q1: 15,933 shares; 2026Q2: 16,864 shares 16,864 $6.37M 0.87% +931 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: 8,351 shares; 2024Q4: 8,781 shares; 2025Q1: 9,765 shares; 2025Q2: 9,476 shares; 2025Q3: 9,604 shares; 2025Q4: 10,405 shares; 2026Q1: 10,061 shares; 2026Q2: 8,958 shares 8,958 $6.15M 0.84% -1,103 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 89,518 shares; 2024Q4: 91,555 shares; 2025Q1: 90,423 shares; 2025Q2: 89,039 shares; 2025Q3: 91,388 shares; 2025Q4: 95,302 shares; 2026Q1: 95,597 shares; 2026Q2: 98,197 shares 98,197 $6.04M 0.83% +2,600 Timeline NAC NUVEEN CA DIVI ADV MUN More: the full row for NUVEEN CA DIVI ADV MUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 264,034 shares; 2024Q4: 288,357 shares; 2025Q1: 310,430 shares; 2025Q2: 323,400 shares; 2025Q3: 330,112 shares; 2025Q4: 357,359 shares; 2026Q1: 359,057 shares; 2026Q2: 476,800 shares 476,800 $5.78M 0.79% +117,743 Timeline PSQA PALMER SQUARE FUNDS TR More: the full row for PALMER SQUARE FUNDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 233,804 shares; 2025Q2: 265,516 shares; 2025Q3: 265,595 shares; 2025Q4: 276,526 shares; 2026Q1: 274,842 shares; 2026Q2: 266,788 shares 266,788 $5.42M 0.74% -8,054 Timeline EYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 130,290 shares; 2025Q1: 118,180 shares; 2025Q2: 119,222 shares; 2025Q3: 118,830 shares; 2025Q4: 117,860 shares; 2026Q1: 116,038 shares; 2026Q2: 117,617 shares 117,617 $5.34M 0.73% +1,579 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: 7,552 shares; 2024Q4: 7,650 shares; 2025Q1: 8,478 shares; 2025Q2: 8,540 shares; 2025Q3: 8,893 shares; 2025Q4: 8,989 shares; 2026Q1: 9,093 shares; 2026Q2: 9,301 shares 9,301 $5.24M 0.72% +208 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90,885 shares; 2024Q4: 94,521 shares; 2025Q1: 102,391 shares; 2025Q2: 108,950 shares; 2025Q3: 104,715 shares; 2025Q4: 105,342 shares; 2026Q1: 109,921 shares; 2026Q2: 112,592 shares 112,592 $5.21M 0.72% +2,671 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,234 shares; 2024Q4: 5,561 shares; 2025Q1: 6,591 shares; 2025Q2: 6,721 shares; 2025Q3: 6,664 shares; 2025Q4: 7,362 shares; 2026Q1: 7,404 shares; 2026Q2: 7,889 shares 7,889 $5.17M 0.71% +485 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: 8,517 shares; 2024Q4: 8,524 shares; 2025Q1: 29,426 shares; 2025Q2: 27,217 shares; 2025Q3: 26,532 shares; 2025Q4: 27,087 shares; 2026Q1: 27,060 shares; 2026Q2: 27,303 shares 27,303 $5.05M 0.69% +243 Timeline GLOF 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: 56,921 shares; 2025Q3: 60,705 shares; 2025Q4: 82,038 shares; 2026Q1: 82,315 shares; 2026Q2: 84,960 shares 84,960 $5M 0.69% +2,645 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: 12,928 shares; 2024Q4: 13,109 shares; 2025Q1: 14,362 shares; 2025Q2: 14,506 shares; 2025Q3: 14,371 shares; 2025Q4: 12,814 shares; 2026Q1: 13,043 shares; 2026Q2: 13,116 shares 13,116 $4.63M 0.64% +73 Timeline SKYY 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: 70,652 shares; 2024Q4: 69,198 shares; 2025Q1: 65,937 shares; 2025Q2: 64,348 shares; 2025Q3: 63,871 shares; 2025Q4: 54,770 shares; 2026Q1: 34,499 shares; 2026Q2: 34,306 shares 34,306 $4.62M 0.63% -193 Timeline FAUG 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: 98,201 shares; 2024Q4: 95,069 shares; 2025Q1: 82,872 shares; 2025Q2: 81,697 shares; 2025Q3: 82,690 shares; 2025Q4: 78,391 shares; 2026Q1: 83,345 shares; 2026Q2: 79,897 shares 79,897 $4.51M 0.62% -3,448 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: 17,146 shares; 2024Q4: 17,167 shares; 2025Q1: 17,186 shares; 2025Q2: 17,197 shares; 2025Q3: 17,207 shares; 2025Q4: 38,362 shares; 2026Q1: 46,654 shares; 2026Q2: 52,067 shares 52,067 $4.22M 0.58% +5,413 Timeline RWL 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: 17,941 shares; 2025Q2: 21,161 shares; 2025Q3: 21,696 shares; 2025Q4: 33,142 shares; 2026Q1: 33,001 shares; 2026Q2: 33,031 shares 33,031 $4.22M 0.58% +30 Timeline FMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,792 shares; 2024Q4: 99,753 shares; 2025Q1: 69,757 shares; 2025Q2: 71,257 shares; 2025Q3: 71,257 shares; 2025Q4: 71,106 shares; 2026Q1: 68,190 shares; 2026Q2: 74,586 shares 74,586 $4.19M 0.58% +6,396 Timeline EDOW 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: 103,624 shares; 2024Q4: 92,748 shares; 2025Q1: 91,179 shares; 2025Q2: 90,581 shares; 2025Q3: 90,640 shares; 2025Q4: 94,217 shares; 2026Q1: 94,276 shares; 2026Q2: 94,330 shares 94,330 $4.16M 0.57% +54 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: 4,044 shares; 2024Q4: 4,034 shares; 2025Q1: 4,352 shares; 2025Q2: 4,334 shares; 2025Q3: 4,336 shares; 2025Q4: 4,252 shares; 2026Q1: 4,224 shares; 2026Q2: 4,421 shares 4,421 $4.14M 0.57% +197 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,473 shares; 2025Q3: 27,888 shares; 2025Q4: 31,797 shares; 2026Q1: 45,906 shares; 2026Q2: 48,293 shares 48,293 $3.99M 0.55% +2,387 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 197,954 shares; 2024Q4: 180,579 shares; 2025Q1: 79,606 shares; 2025Q2: 83,354 shares; 2025Q3: 83,963 shares; 2025Q4: 86,255 shares; 2026Q1: 84,655 shares; 2026Q2: 79,673 shares 79,673 $3.91M 0.54% -4,982 Timeline GSST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,659 shares; 2024Q4: 64,941 shares; 2025Q1: 75,168 shares; 2025Q2: 79,711 shares; 2025Q3: 80,311 shares; 2025Q4: 83,057 shares; 2026Q1: 81,866 shares; 2026Q2: 77,305 shares 77,305 $3.88M 0.53% -4,561 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,159 shares; 2024Q4: 61,487 shares; 2025Q1: 60,067 shares; 2025Q2: 60,910 shares; 2025Q3: 61,960 shares; 2025Q4: 63,021 shares; 2026Q1: 63,558 shares; 2026Q2: 66,208 shares 66,208 $3.74M 0.51% +2,650 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 103,790 shares; 2024Q4: 108,614 shares; 2025Q1: 120,249 shares; 2025Q2: 128,772 shares; 2025Q3: 123,502 shares; 2025Q4: 126,642 shares; 2026Q1: 132,916 shares; 2026Q2: 136,451 shares 136,451 $3.73M 0.51% +3,535 Timeline FCAL 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: 31,303 shares; 2024Q4: 46,136 shares; 2025Q1: 46,136 shares; 2025Q2: 46,136 shares; 2025Q3: 52,921 shares; 2025Q4: 60,382 shares; 2026Q1: 59,874 shares; 2026Q2: 80,134 shares 80,134 $3.68M 0.51% +20,260 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: 9,916 shares; 2024Q4: 9,994 shares; 2025Q1: 10,856 shares; 2025Q2: 10,934 shares; 2025Q3: 11,075 shares; 2025Q4: 10,718 shares; 2026Q1: 10,897 shares; 2026Q2: 11,082 shares 11,082 $3.63M 0.5% +185 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,249 shares; 2024Q4: 15,838 shares; 2025Q1: 16,053 shares; 2025Q2: 16,060 shares; 2025Q3: 16,060 shares; 2025Q4: 15,995 shares; 2026Q1: 15,995 shares; 2026Q2: 15,999 shares 15,999 $3.46M 0.48% +4 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: 24,663 shares; 2024Q4: 24,662 shares; 2025Q1: 26,109 shares; 2025Q2: 26,026 shares; 2025Q3: 26,343 shares; 2025Q4: 27,649 shares; 2026Q1: 28,352 shares; 2026Q2: 29,034 shares 29,034 $3.29M 0.45% +682 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: 2,809 shares; 2024Q4: 2,784 shares; 2025Q1: 3,002 shares; 2025Q2: 3,199 shares; 2025Q3: 4,265 shares; 2025Q4: 4,971 shares; 2026Q1: 5,125 shares; 2026Q2: 5,532 shares 5,532 $3.21M 0.44% +407 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,028 shares; 2024Q4: 36,461 shares; 2025Q1: 27,924 shares; 2025Q2: 28,849 shares; 2025Q3: 28,837 shares; 2025Q4: 31,686 shares; 2026Q1: 31,833 shares; 2026Q2: 32,575 shares 32,575 $3.2M 0.44% +742 Timeline ELD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,042 shares; 2024Q4: 91,552 shares; 2025Q1: 102,471 shares; 2025Q2: 107,807 shares; 2025Q3: 104,021 shares; 2025Q4: 101,722 shares; 2026Q1: 107,332 shares; 2026Q2: 108,360 shares 108,360 $3.12M 0.43% +1,028 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: 27,492 shares; 2024Q4: 28,291 shares; 2025Q1: 30,861 shares; 2025Q2: 32,475 shares; 2025Q3: 32,415 shares; 2025Q4: 32,634 shares; 2026Q1: 32,351 shares; 2026Q2: 32,030 shares 32,030 $3.09M 0.42% -321 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,684 shares; 2024Q4: 3,807 shares; 2025Q1: 3,883 shares; 2025Q2: 3,911 shares; 2025Q3: 3,945 shares; 2025Q4: 11,445 shares; 2026Q1: 45,516 shares; 2026Q2: 42,127 shares 42,127 $3.09M 0.42% -3,389 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,373 shares; 2024Q4: 6,333 shares; 2025Q1: 21,315 shares; 2025Q2: 21,116 shares; 2025Q3: 20,846 shares; 2025Q4: 44,391 shares; 2026Q1: 55,026 shares; 2026Q2: 55,993 shares 55,993 $2.97M 0.41% +967 Timeline MDYV 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: 29,577 shares; 2024Q4: 30,381 shares; 2025Q1: 27,988 shares; 2025Q2: 28,240 shares; 2025Q3: 28,260 shares; 2025Q4: 30,266 shares; 2026Q1: 30,143 shares; 2026Q2: 31,036 shares 31,036 $2.95M 0.4% +893 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: 10,660 shares; 2024Q4: 10,797 shares; 2025Q1: 12,316 shares; 2025Q2: 13,232 shares; 2025Q3: 13,269 shares; 2025Q4: 13,188 shares; 2026Q1: 13,385 shares; 2026Q2: 17,115 shares 17,115 $2.84M 0.39% +3,730 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: 14,624 shares; 2024Q4: 15,527 shares; 2025Q1: 16,870 shares; 2025Q2: 16,939 shares; 2025Q3: 17,110 shares; 2025Q4: 17,938 shares; 2026Q1: 18,617 shares; 2026Q2: 20,611 shares 20,611 $2.82M 0.39% +1,994 Timeline HWC HANCOCK WHITNEY CORPORATION More: the full row for HANCOCK WHITNEY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,520 shares; 2024Q4: 31,520 shares; 2025Q1: 23,095 shares; 2025Q2: 23,095 shares; 2025Q3: 23,095 shares; 2025Q4: 23,095 shares; 2026Q1: 36,958 shares; 2026Q2: 36,958 shares 36,958 $2.76M 0.38% 0 Timeline TNGY TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 218,237 shares; 2025Q3: 205,926 shares; 2025Q4: 251,723 shares; 2026Q1: 257,912 shares; 2026Q2: 277,754 shares 277,754 $2.7M 0.37% +19,842 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,633 shares; 2024Q4: 23,630 shares; 2025Q1: 17,193 shares; 2025Q2: 17,689 shares; 2025Q3: 17,835 shares; 2025Q4: 21,276 shares; 2026Q1: 21,245 shares; 2026Q2: 21,745 shares 21,745 $2.59M 0.36% +500 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: 1,343 shares; 2024Q4: 1,737 shares; 2025Q1: 3,850 shares; 2025Q2: 4,455 shares; 2025Q3: 4,721 shares; 2025Q4: 8,153 shares; 2026Q1: 8,781 shares; 2026Q2: 6,965 shares 6,965 $2.57M 0.35% -1,816 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; 2024Q3: 2,995 shares; 2024Q4: 6,149 shares; 2025Q1: 6,806 shares; 2025Q2: 7,162 shares; 2025Q3: 7,298 shares; 2025Q4: 7,375 shares; 2026Q1: 7,384 shares; 2026Q2: 7,482 shares 7,482 $2.55M 0.35% +98 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,509 shares; 2024Q4: 10,934 shares; 2025Q1: 23,485 shares; 2025Q2: 25,621 shares; 2025Q3: 24,760 shares; 2025Q4: 23,101 shares; 2026Q1: 24,195 shares; 2026Q2: 24,777 shares 24,777 $2.54M 0.35% +582 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: 5,774 shares; 2024Q4: 5,744 shares; 2025Q1: 6,479 shares; 2025Q2: 6,526 shares; 2025Q3: 6,618 shares; 2025Q4: 6,696 shares; 2026Q1: 6,905 shares; 2026Q2: 6,984 shares 6,984 $2.46M 0.34% +79 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: 3,915 shares; 2025Q1: 3,892 shares; 2025Q2: 5,169 shares; 2025Q3: 5,269 shares; 2025Q4: 5,467 shares; 2026Q1: 5,608 shares; 2026Q2: 5,671 shares 5,671 $2.46M 0.34% +63 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: 29,780 shares; 2025Q1: 47,102 shares; 2025Q2: 52,411 shares; 2025Q3: 51,811 shares; 2025Q4: 45,285 shares; 2026Q1: 44,590 shares; 2026Q2: 44,966 shares 44,966 $2.45M 0.34% +376 Timeline ZECP ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,359 shares; 2024Q4: 28,945 shares; 2025Q1: 52,903 shares; 2025Q2: 55,590 shares; 2025Q3: 60,607 shares; 2025Q4: 64,315 shares; 2026Q1: 62,320 shares; 2026Q2: 63,293 shares 63,293 $2.39M 0.33% +973 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,273 shares; 2024Q4: 5,164 shares; 2025Q1: 37,179 shares; 2025Q2: 36,579 shares; 2025Q3: 36,614 shares; 2025Q4: 37,293 shares; 2026Q1: 38,040 shares; 2026Q2: 37,533 shares 37,533 $2.33M 0.32% -507 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,348 shares; 2024Q4: 20,987 shares; 2025Q1: 20,969 shares; 2025Q2: 21,900 shares; 2025Q3: 21,886 shares; 2025Q4: 20,980 shares; 2026Q1: 20,783 shares; 2026Q2: 21,213 shares 21,213 $2.32M 0.32% +430 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,876 shares; 2024Q4: 48,589 shares; 2025Q1: 46,580 shares; 2025Q2: 48,202 shares; 2025Q3: 48,708 shares; 2025Q4: 49,264 shares; 2026Q1: 48,598 shares; 2026Q2: 45,734 shares 45,734 $2.3M 0.32% -2,864 Timeline FDD 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: 113,721 shares; 2026Q1: 127,239 shares; 2026Q2: 123,190 shares 123,190 $2.29M 0.31% -4,049 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 878 shares; 2024Q4: 872 shares; 2025Q1: 985 shares; 2025Q2: 948 shares; 2025Q3: 947 shares; 2025Q4: 1,582 shares; 2026Q1: 1,637 shares; 2026Q2: 1,926 shares 1,926 $2.26M 0.31% +289 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: 3,220 shares; 2024Q4: 3,200 shares; 2025Q1: 3,696 shares; 2025Q2: 4,160 shares; 2025Q3: 4,163 shares; 2025Q4: 6,041 shares; 2026Q1: 6,054 shares; 2026Q2: 5,995 shares 5,995 $2.24M 0.31% -59 Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,247 shares; 2024Q4: 44,362 shares; 2025Q1: 46,349 shares; 2025Q2: 71,358 shares; 2025Q3: 69,467 shares; 2025Q4: 102,317 shares; 2026Q1: 111,879 shares; 2026Q2: 128,218 shares 128,218 $2.21M 0.3% +16,339 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,049 shares; 2024Q4: 4,245 shares; 2025Q1: 4,237 shares; 2025Q2: 4,290 shares; 2025Q3: 4,326 shares; 2025Q4: 4,236 shares; 2026Q1: 4,222 shares; 2026Q2: 4,263 shares 4,263 $2.19M 0.3% +41 Timeline DDEC 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: 41,769 shares; 2024Q4: 40,751 shares; 2025Q1: 49,229 shares; 2025Q2: 49,229 shares; 2025Q3: 45,955 shares; 2025Q4: 46,990 shares; 2026Q1: 46,286 shares; 2026Q2: 45,749 shares 45,749 $2.17M 0.3% -537 Timeline MUC BLACKROCK MUNIHLDNGS CALI More: the full row for BLACKROCK MUNIHLDNGS CALI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 195,141 shares; 2024Q4: 194,025 shares; 2025Q1: 194,025 shares; 2025Q2: 194,025 shares; 2025Q3: 194,025 shares; 2025Q4: 194,025 shares; 2026Q1: 194,025 shares; 2026Q2: 194,025 shares 194,025 $2.13M 0.29% 0 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,779 shares; 2025Q3: 8,820 shares; 2025Q4: 10,076 shares; 2026Q1: 50,817 shares; 2026Q2: 66,419 shares 66,419 $2.11M 0.29% +15,602 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,900 shares; 2024Q4: 18,671 shares; 2025Q1: 19,029 shares; 2025Q2: 18,225 shares; 2025Q3: 17,499 shares; 2025Q4: 19,136 shares; 2026Q1: 18,606 shares; 2026Q2: 21,225 shares 21,225 $2.1M 0.29% +2,619 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,140 shares; 2024Q4: 11,047 shares; 2025Q1: not reported; 2025Q2: 9,541 shares; 2025Q3: 9,018 shares; 2025Q4: 13,697 shares; 2026Q1: 14,052 shares; 2026Q2: 14,569 shares 14,569 $2.04M 0.28% +517 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,948 shares; 2024Q4: 1,927 shares; 2025Q1: 1,998 shares; 2025Q2: 1,872 shares; 2025Q3: 1,862 shares; 2025Q4: 1,671 shares; 2026Q1: 1,690 shares; 2026Q2: 1,688 shares 1,688 $2.02M 0.28% -2 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,782 shares; 2026Q1: 30,750 shares; 2026Q2: 46,616 shares 46,616 $2.02M 0.28% +15,866 Timeline BBUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,474 shares; 2024Q4: 10,833 shares; 2025Q1: 13,758 shares; 2025Q2: 14,793 shares; 2025Q3: 15,042 shares; 2025Q4: 15,722 shares; 2026Q1: 15,605 shares; 2026Q2: 14,495 shares 14,495 $1.95M 0.27% -1,110 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: 3,561 shares; 2024Q4: 4,187 shares; 2025Q1: 17,245 shares; 2025Q2: 13,282 shares; 2025Q3: 13,276 shares; 2025Q4: 18,536 shares; 2026Q1: 18,074 shares; 2026Q2: 18,115 shares 18,115 $1.95M 0.27% +41 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,678 shares; 2024Q4: 16,260 shares; 2025Q1: 17,194 shares; 2025Q2: 16,796 shares; 2025Q3: 16,786 shares; 2025Q4: 16,354 shares; 2026Q1: 16,371 shares; 2026Q2: 16,281 shares 16,281 $1.94M 0.27% -90 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: 82,105 shares; 2024Q4: 71,318 shares; 2025Q1: 67,192 shares; 2025Q2: 67,021 shares; 2025Q3: 65,856 shares; 2025Q4: 67,133 shares; 2026Q1: 71,283 shares; 2026Q2: 93,483 shares 93,483 $1.94M 0.27% +22,200 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,403 shares; 2024Q4: 6,225 shares; 2025Q1: 7,922 shares; 2025Q2: 8,163 shares; 2025Q3: 9,832 shares; 2025Q4: 12,694 shares; 2026Q1: 13,878 shares; 2026Q2: 14,495 shares 14,495 $1.93M 0.27% +617 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,984 shares 10,984 $1.88M 0.26% new Timeline DJUN 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: 31,535 shares; 2024Q4: 29,067 shares; 2025Q1: 38,647 shares; 2025Q2: 38,677 shares; 2025Q3: 38,452 shares; 2025Q4: 37,979 shares; 2026Q1: 37,979 shares; 2026Q2: 37,914 shares 37,914 $1.87M 0.26% -65 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,311 shares; 2024Q4: 4,768 shares; 2025Q1: 8,369 shares; 2025Q2: 9,311 shares; 2025Q3: 9,994 shares; 2025Q4: 15,139 shares; 2026Q1: 19,504 shares; 2026Q2: 23,140 shares 23,140 $1.84M 0.25% +3,636 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: 19,500 shares; 2024Q4: 19,500 shares; 2025Q1: 42,653 shares; 2025Q2: 45,295 shares; 2025Q3: 45,325 shares; 2025Q4: 46,728 shares; 2026Q1: 46,728 shares; 2026Q2: 46,531 shares 46,531 $1.83M 0.25% -197 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,602 shares; 2024Q4: 4,634 shares; 2025Q1: 4,776 shares; 2025Q2: 4,823 shares; 2025Q3: 4,913 shares; 2025Q4: 5,194 shares; 2026Q1: 5,309 shares; 2026Q2: 5,383 shares 5,383 $1.82M 0.25% +74 Timeline DSEP 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: 29,952 shares; 2024Q4: 32,097 shares; 2025Q1: 31,119 shares; 2025Q2: 31,119 shares; 2025Q3: 37,847 shares; 2025Q4: 38,301 shares; 2026Q1: 38,301 shares; 2026Q2: 38,301 shares 38,301 $1.82M 0.25% 0 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: 12,015 shares; 2024Q4: 12,418 shares; 2025Q1: 13,372 shares; 2025Q2: 12,834 shares; 2025Q3: 12,988 shares; 2025Q4: 12,262 shares; 2026Q1: 12,852 shares; 2026Q2: 12,371 shares 12,371 $1.81M 0.25% -481 Timeline DMAR 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: 54,792 shares; 2024Q4: 38,653 shares; 2025Q1: 43,963 shares; 2025Q2: 43,403 shares; 2025Q3: 42,968 shares; 2025Q4: 40,554 shares; 2026Q1: 40,554 shares; 2026Q2: 40,554 shares 40,554 $1.81M 0.25% 0 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,247 shares; 2024Q4: 29,454 shares; 2025Q1: 30,725 shares; 2025Q2: 30,598 shares; 2025Q3: 29,748 shares; 2025Q4: 27,908 shares; 2026Q1: 27,416 shares; 2026Q2: 23,524 shares 23,524 $1.81M 0.25% -3,892 Timeline CWB 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: 37,814 shares; 2024Q4: 38,092 shares; 2025Q1: 18,020 shares; 2025Q2: 18,348 shares; 2025Q3: 17,949 shares; 2025Q4: 16,306 shares; 2026Q1: 17,114 shares; 2026Q2: 16,700 shares 16,700 $1.8M 0.25% -414 Timeline JPEF J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,636 shares; 2025Q2: 24,014 shares; 2025Q3: 23,164 shares; 2025Q4: 22,814 shares; 2026Q1: 22,089 shares; 2026Q2: 21,779 shares 21,779 $1.75M 0.24% -310 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: 4,241 shares; 2024Q4: 4,400 shares; 2025Q1: 4,818 shares; 2025Q2: 4,722 shares; 2025Q3: 4,777 shares; 2025Q4: 6,477 shares; 2026Q1: 6,690 shares; 2026Q2: 6,930 shares 6,930 $1.74M 0.24% +240 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: 34,595 shares; 2024Q4: 35,211 shares; 2025Q1: 38,703 shares; 2025Q2: 41,479 shares; 2025Q3: 40,613 shares; 2025Q4: 40,267 shares; 2026Q1: 39,779 shares; 2026Q2: 40,378 shares 40,378 $1.71M 0.23% +599 Timeline IDV 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: 38,189 shares; 2026Q1: 40,312 shares; 2026Q2: 40,516 shares 40,516 $1.68M 0.23% +204 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: 5,684 shares; 2024Q4: 5,677 shares; 2025Q1: 6,453 shares; 2025Q2: 6,423 shares; 2025Q3: 6,549 shares; 2025Q4: 6,663 shares; 2026Q1: 6,265 shares; 2026Q2: 6,538 shares 6,538 $1.66M 0.23% +273 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; 2024Q3: 4,130 shares; 2024Q4: 3,976 shares; 2025Q1: 7,692 shares; 2025Q2: 9,711 shares; 2025Q3: 12,296 shares; 2025Q4: 17,743 shares; 2026Q1: 17,628 shares; 2026Q2: 18,020 shares 18,020 $1.62M 0.22% +392 Timeline DBL DOUBLELINE OPPORTUNISTIC CR More: the full row for DOUBLELINE OPPORTUNISTIC CR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,002 shares; 2024Q4: 83,309 shares; 2025Q1: 84,248 shares; 2025Q2: 105,511 shares; 2025Q3: 107,242 shares; 2025Q4: 121,539 shares; 2026Q1: 114,817 shares; 2026Q2: 112,190 shares 112,190 $1.61M 0.22% -2,627 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,787 shares; 2024Q4: 16,497 shares; 2025Q1: 15,853 shares; 2025Q2: 16,107 shares; 2025Q3: 16,362 shares; 2025Q4: 16,872 shares; 2026Q1: 16,578 shares; 2026Q2: 15,984 shares 15,984 $1.59M 0.22% -594 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,156 shares; 2025Q3: 4,654 shares; 2025Q4: 15,385 shares; 2026Q1: 23,841 shares; 2026Q2: 29,535 shares 29,535 $1.58M 0.22% +5,694 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: 9,974 shares; 2024Q4: 10,002 shares; 2025Q1: 11,947 shares; 2025Q2: 9,784 shares; 2025Q3: 9,687 shares; 2025Q4: 8,651 shares; 2026Q1: 8,608 shares; 2026Q2: 8,696 shares 8,696 $1.57M 0.22% +88 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: 16,984 shares; 2024Q4: 16,741 shares; 2025Q1: 24,474 shares; 2025Q2: 23,874 shares; 2025Q3: 24,219 shares; 2025Q4: 25,766 shares; 2026Q1: 26,805 shares; 2026Q2: 27,235 shares 27,235 $1.55M 0.21% +430 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: 22,697 shares; 2024Q4: 24,866 shares; 2025Q1: 26,192 shares; 2025Q2: 25,740 shares; 2025Q3: 25,113 shares; 2025Q4: 23,277 shares; 2026Q1: 23,154 shares; 2026Q2: 21,567 shares 21,567 $1.55M 0.21% -1,587 Timeline SMIZ ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,459 shares; 2024Q4: 12,746 shares; 2025Q1: 21,578 shares; 2025Q2: 23,282 shares; 2025Q3: 25,436 shares; 2025Q4: 29,582 shares; 2026Q1: 32,413 shares; 2026Q2: 34,400 shares 34,400 $1.53M 0.21% +1,987 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; 2024Q3: 8,072 shares; 2024Q4: 13,417 shares; 2025Q1: 15,296 shares; 2025Q2: 15,364 shares; 2025Q3: 14,928 shares; 2025Q4: 13,525 shares; 2026Q1: 13,712 shares; 2026Q2: 13,134 shares 13,134 $1.53M 0.21% -578 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: 21,999 shares; 2024Q4: 23,865 shares; 2025Q1: 22,644 shares; 2025Q2: 24,445 shares; 2025Q3: 23,611 shares; 2025Q4: 24,098 shares; 2026Q1: 25,212 shares; 2026Q2: 25,781 shares 25,781 $1.52M 0.21% +569 Timeline QSPT 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: 27,974 shares; 2024Q4: 34,851 shares; 2025Q1: 80,327 shares; 2025Q2: 80,327 shares; 2025Q3: 44,191 shares; 2025Q4: 44,925 shares; 2026Q1: 44,090 shares; 2026Q2: 43,610 shares 43,610 $1.52M 0.21% -480 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,574 shares; 2024Q4: 1,574 shares; 2025Q1: 3,993 shares; 2025Q2: 2,257 shares; 2025Q3: 2,215 shares; 2025Q4: 2,165 shares; 2026Q1: 2,187 shares; 2026Q2: 2,350 shares 2,350 $1.51M 0.21% +163 Timeline BRK-A 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: not reported; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares; 2026Q2: 2 shares 2 $1.5M 0.21% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,144 shares; 2024Q4: 37,978 shares; 2025Q1: 42,116 shares; 2025Q2: 44,486 shares; 2025Q3: 43,940 shares; 2025Q4: 40,348 shares; 2026Q1: 40,887 shares; 2026Q2: 61,665 shares 61,665 $1.49M 0.2% +20,778 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,937 shares; 2024Q4: 8,519 shares; 2025Q1: 8,713 shares; 2025Q2: 9,066 shares; 2025Q3: 8,904 shares; 2025Q4: 8,889 shares; 2026Q1: 8,894 shares; 2026Q2: 8,898 shares 8,898 $1.48M 0.2% +4 Timeline DFEB 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: 36,746 shares; 2025Q2: 37,928 shares; 2025Q3: 37,166 shares; 2025Q4: 29,258 shares; 2026Q1: 35,923 shares; 2026Q2: 29,258 shares 29,258 $1.48M 0.2% -6,665 Timeline QDEC 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: 32,436 shares; 2024Q4: 35,098 shares; 2025Q1: 48,028 shares; 2025Q2: 46,493 shares; 2025Q3: 43,339 shares; 2025Q4: 43,854 shares; 2026Q1: 44,775 shares; 2026Q2: 41,364 shares 41,364 $1.47M 0.2% -3,411 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,676 shares; 2024Q4: 2,676 shares; 2025Q1: 11,195 shares; 2025Q2: 5,441 shares; 2025Q3: 4,588 shares; 2025Q4: 17,846 shares; 2026Q1: 17,039 shares; 2026Q2: 16,887 shares 16,887 $1.47M 0.2% -152 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: 7,172 shares; 2024Q4: 8,108 shares; 2025Q1: 10,957 shares; 2025Q2: 11,714 shares; 2025Q3: 12,067 shares; 2025Q4: 12,909 shares; 2026Q1: 13,620 shares; 2026Q2: 12,473 shares 12,473 $1.47M 0.2% -1,147 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: 4,835 shares; 2024Q4: 4,908 shares; 2025Q1: 5,075 shares; 2025Q2: 5,926 shares; 2025Q3: 5,926 shares; 2025Q4: 5,953 shares; 2026Q1: 6,144 shares; 2026Q2: 6,192 shares 6,192 $1.47M 0.2% +48 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,399 shares; 2024Q4: 3,514 shares; 2025Q1: 6,951 shares; 2025Q2: 7,646 shares; 2025Q3: 7,844 shares; 2025Q4: 10,549 shares; 2026Q1: 13,421 shares; 2026Q2: 14,829 shares 14,829 $1.46M 0.2% +1,408 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: 2,485 shares; 2024Q4: 2,053 shares; 2025Q1: 1,869 shares; 2025Q2: 1,920 shares; 2025Q3: 2,026 shares; 2025Q4: 1,601 shares; 2026Q1: 1,902 shares; 2026Q2: 1,959 shares 1,959 $1.42M 0.19% +57 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,224 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,461 shares; 2026Q1: 24,710 shares; 2026Q2: 24,414 shares 24,414 $1.41M 0.19% -296 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,214 shares 1,214 $1.4M 0.19% new Timeline FJAN 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: 11,163 shares; 2024Q4: 11,463 shares; 2025Q1: 25,771 shares; 2025Q2: 25,446 shares; 2025Q3: 23,519 shares; 2025Q4: 23,819 shares; 2026Q1: 25,275 shares; 2026Q2: 25,283 shares 25,283 $1.39M 0.19% +8 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: 3,314 shares; 2024Q4: 3,341 shares; 2025Q1: 3,928 shares; 2025Q2: 3,964 shares; 2025Q3: 4,000 shares; 2025Q4: 4,178 shares; 2026Q1: 4,299 shares; 2026Q2: 4,884 shares 4,884 $1.37M 0.19% +585 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,192 shares; 2024Q4: 25,182 shares; 2025Q1: 25,556 shares; 2025Q2: 25,738 shares; 2025Q3: 25,813 shares; 2025Q4: 16,487 shares; 2026Q1: 16,555 shares; 2026Q2: 16,517 shares 16,517 $1.37M 0.19% -38 Timeline DAUG 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: 41,253 shares; 2024Q4: 39,700 shares; 2025Q1: 36,158 shares; 2025Q2: 34,365 shares; 2025Q3: 33,985 shares; 2025Q4: 32,151 shares; 2026Q1: 30,225 shares; 2026Q2: 28,736 shares 28,736 $1.35M 0.18% -1,489 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,989 shares; 2024Q4: 42,741 shares; 2025Q1: 42,108 shares; 2025Q2: 45,748 shares; 2025Q3: 41,966 shares; 2025Q4: 31,142 shares; 2026Q1: 30,417 shares; 2026Q2: 30,564 shares 30,564 $1.35M 0.18% +147 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,437 shares; 2024Q4: 7,038 shares; 2025Q1: 7,665 shares; 2025Q2: 6,664 shares; 2025Q3: 6,521 shares; 2025Q4: 6,878 shares; 2026Q1: 7,667 shares; 2026Q2: 8,913 shares 8,913 $1.32M 0.18% +1,246 Timeline SCHE 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: 35,802 shares; 2024Q4: 37,350 shares; 2025Q1: 40,395 shares; 2025Q2: 42,778 shares; 2025Q3: 42,781 shares; 2025Q4: 38,862 shares; 2026Q1: 37,999 shares; 2026Q2: 36,402 shares 36,402 $1.32M 0.18% -1,597 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: 1,768 shares; 2024Q4: 1,782 shares; 2025Q1: 2,494 shares; 2025Q2: 2,610 shares; 2025Q3: 2,733 shares; 2025Q4: 2,726 shares; 2026Q1: 2,726 shares; 2026Q2: 2,743 shares 2,743 $1.31M 0.18% +17 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE 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: 105,996 shares; 2026Q1: 102,982 shares; 2026Q2: 100,670 shares 100,670 $1.31M 0.18% -2,312 Timeline QJUN 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: 36,389 shares; 2024Q4: 39,664 shares; 2025Q1: 38,864 shares; 2025Q2: 41,014 shares; 2025Q3: 40,939 shares; 2025Q4: 38,024 shares; 2026Q1: 39,039 shares; 2026Q2: 37,450 shares 37,450 $1.27M 0.17% -1,589 Timeline GJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,304 shares; 2024Q4: 20,304 shares; 2025Q1: 26,984 shares; 2025Q2: 26,984 shares; 2025Q3: 26,984 shares; 2025Q4: 27,490 shares; 2026Q1: 29,300 shares; 2026Q2: 27,890 shares 27,890 $1.26M 0.17% -1,410 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: 6,912 shares; 2024Q4: 6,893 shares; 2025Q1: 7,773 shares; 2025Q2: 7,846 shares; 2025Q3: 7,932 shares; 2025Q4: 9,007 shares; 2026Q1: 9,275 shares; 2026Q2: 9,457 shares 9,457 $1.2M 0.16% +182 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 824 shares; 2024Q4: 827 shares; 2025Q1: 3,488 shares; 2025Q2: 3,487 shares; 2025Q3: 3,490 shares; 2025Q4: 3,959 shares; 2026Q1: 4,029 shares; 2026Q2: 3,996 shares 3,996 $1.19M 0.16% -33 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: 2,971 shares; 2024Q4: 2,946 shares; 2025Q1: 3,194 shares; 2025Q2: 3,178 shares; 2025Q3: 3,108 shares; 2025Q4: 6,012 shares; 2026Q1: 6,344 shares; 2026Q2: 6,219 shares 6,219 $1.18M 0.16% -125 Timeline DMAY 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: 22,026 shares; 2024Q4: 22,026 shares; 2025Q1: 21,122 shares; 2025Q2: 21,122 shares; 2025Q3: 21,122 shares; 2025Q4: 18,368 shares; 2026Q1: 18,014 shares; 2026Q2: 25,144 shares 25,144 $1.18M 0.16% +7,130 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,835 shares; 2024Q4: 17,461 shares; 2025Q1: 29,918 shares; 2025Q2: 36,396 shares; 2025Q3: 37,208 shares; 2025Q4: 31,849 shares; 2026Q1: 32,320 shares; 2026Q2: 24,644 shares 24,644 $1.17M 0.16% -7,676 Timeline YJUN 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: 31,175 shares; 2024Q4: 38,395 shares; 2025Q1: 47,578 shares; 2025Q2: 46,813 shares; 2025Q3: 47,787 shares; 2025Q4: 44,197 shares; 2026Q1: 42,957 shares; 2026Q2: 43,637 shares 43,637 $1.17M 0.16% +680 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; 2024Q3: 12,509 shares; 2024Q4: 12,321 shares; 2025Q1: 12,913 shares; 2025Q2: 12,806 shares; 2025Q3: 12,632 shares; 2025Q4: 13,413 shares; 2026Q1: 14,001 shares; 2026Q2: 14,216 shares 14,216 $1.16M 0.16% +215 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: 2,822 shares; 2024Q4: 2,862 shares; 2025Q1: 3,374 shares; 2025Q2: 3,465 shares; 2025Q3: 3,448 shares; 2025Q4: 3,379 shares; 2026Q1: 3,313 shares; 2026Q2: 3,367 shares 3,367 $1.16M 0.16% +54 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,261 shares; 2024Q4: 2,265 shares; 2025Q1: 2,267 shares; 2025Q2: 2,269 shares; 2025Q3: 2,279 shares; 2025Q4: 2,227 shares; 2026Q1: 2,228 shares; 2026Q2: 13,936 shares 13,936 $1.15M 0.16% +11,708 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: 10,951 shares; 2024Q4: 10,975 shares; 2025Q1: 12,252 shares; 2025Q2: 12,356 shares; 2025Q3: 12,212 shares; 2025Q4: 18,183 shares; 2026Q1: 18,584 shares; 2026Q2: 18,952 shares 18,952 $1.14M 0.16% +368 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: 7,385 shares; 2024Q4: 10,221 shares; 2025Q1: 8,746 shares; 2025Q2: 14,865 shares; 2025Q3: 14,759 shares; 2025Q4: 16,583 shares; 2026Q1: 22,593 shares; 2026Q2: 22,271 shares 22,271 $1.12M 0.15% -322 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,001 shares; 2024Q4: 10,910 shares; 2025Q1: 11,349 shares; 2025Q2: 11,073 shares; 2025Q3: 11,035 shares; 2025Q4: 9,838 shares; 2026Q1: 10,363 shares; 2026Q2: 10,714 shares 10,714 $1.11M 0.15% +351 Timeline GMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,384 shares; 2024Q4: 10,474 shares; 2025Q1: 24,973 shares; 2025Q2: 24,883 shares; 2025Q3: 24,883 shares; 2025Q4: 24,883 shares; 2026Q1: 24,883 shares; 2026Q2: 24,157 shares 24,157 $1.07M 0.15% -726 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,655 shares; 2025Q2: 3,718 shares; 2025Q3: 3,822 shares; 2025Q4: 4,457 shares; 2026Q1: 4,898 shares; 2026Q2: 5,382 shares 5,382 $1.05M 0.14% +484 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: 1,155 shares; 2024Q4: 1,810 shares; 2025Q1: 1,265 shares; 2025Q2: 1,221 shares; 2025Q3: 1,220 shares; 2025Q4: 1,296 shares; 2026Q1: 1,288 shares; 2026Q2: 1,400 shares 1,400 $1.05M 0.14% +112 Timeline SCHV 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: 3,376 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,090 shares; 2025Q4: 15,025 shares; 2026Q1: 26,162 shares; 2026Q2: 29,812 shares 29,812 $1.04M 0.14% +3,650 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,250 shares; 2024Q4: 7,574 shares; 2025Q1: 8,433 shares; 2025Q2: 8,816 shares; 2025Q3: 8,571 shares; 2025Q4: 7,701 shares; 2026Q1: 7,650 shares; 2026Q2: 13,615 shares 13,615 $1.03M 0.14% +5,965 Timeline FMAR 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: 108,582 shares; 2024Q4: 11,782 shares; 2025Q1: 17,942 shares; 2025Q2: 19,113 shares; 2025Q3: 19,113 shares; 2025Q4: 19,113 shares; 2026Q1: 19,538 shares; 2026Q2: 19,638 shares 19,638 $1.03M 0.14% +100 Timeline AGZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,245 shares; 2024Q4: 13,255 shares; 2025Q1: 8,277 shares; 2025Q2: 8,899 shares; 2025Q3: 8,805 shares; 2025Q4: 8,829 shares; 2026Q1: 9,234 shares; 2026Q2: 9,320 shares 9,320 $1.02M 0.14% +86 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,964 shares; 2024Q4: 2,021 shares; 2025Q1: 2,332 shares; 2025Q2: 2,386 shares; 2025Q3: 2,408 shares; 2025Q4: 8,757 shares; 2026Q1: 8,874 shares; 2026Q2: 9,394 shares 9,394 $1.01M 0.14% +520 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,253 shares; 2024Q4: 17,499 shares; 2025Q1: 18,763 shares; 2025Q2: 19,227 shares; 2025Q3: 19,251 shares; 2025Q4: 18,857 shares; 2026Q1: 19,213 shares; 2026Q2: 19,671 shares 19,671 $981K 0.13% +458 Timeline DOCT 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: 15,896 shares; 2024Q4: 33,558 shares; 2025Q1: 22,691 shares; 2025Q2: 22,691 shares; 2025Q3: 22,466 shares; 2025Q4: 21,341 shares; 2026Q1: 20,829 shares; 2026Q2: 20,827 shares 20,827 $972K 0.13% -2 Timeline DNOV 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: 23,636 shares; 2024Q4: 24,908 shares; 2025Q1: 30,524 shares; 2025Q2: 30,524 shares; 2025Q3: 30,084 shares; 2025Q4: 25,434 shares; 2026Q1: 18,834 shares; 2026Q2: 18,834 shares 18,834 $967K 0.13% 0 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,809 shares; 2025Q3: 1,764 shares; 2025Q4: 5,569 shares; 2026Q1: 5,468 shares; 2026Q2: 5,562 shares 5,562 $967K 0.13% +94 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,917 shares; 2025Q2: 13,115 shares; 2025Q3: 16,276 shares; 2025Q4: 20,665 shares; 2026Q1: 18,213 shares; 2026Q2: 17,803 shares 17,803 $954K 0.13% -410 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,101 shares; 2024Q4: 5,323 shares; 2025Q1: 5,648 shares; 2025Q2: 5,734 shares; 2025Q3: 5,868 shares; 2025Q4: 6,462 shares; 2026Q1: 6,855 shares; 2026Q2: 7,223 shares 7,223 $929K 0.13% +368 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: 1,875 shares; 2024Q4: 1,866 shares; 2025Q1: 2,273 shares; 2025Q2: 2,229 shares; 2025Q3: 2,282 shares; 2025Q4: 2,427 shares; 2026Q1: 2,517 shares; 2026Q2: 2,547 shares 2,547 $923K 0.13% +30 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 765 shares; 2024Q4: 760 shares; 2025Q1: 834 shares; 2025Q2: 848 shares; 2025Q3: 879 shares; 2025Q4: 990 shares; 2026Q1: 1,080 shares; 2026Q2: 1,097 shares 1,097 $910K 0.13% +17 Timeline JTEK J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,838 shares; 2024Q4: 3,626 shares; 2025Q1: 3,448 shares; 2025Q2: 3,227 shares; 2025Q3: 3,149 shares; 2025Q4: 7,425 shares; 2026Q1: 7,739 shares; 2026Q2: 8,094 shares 8,094 $905K 0.12% +355 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,113 shares; 2024Q4: 16,620 shares; 2025Q1: 16,905 shares; 2025Q2: 15,387 shares; 2025Q3: 15,057 shares; 2025Q4: 6,072 shares; 2026Q1: 6,178 shares; 2026Q2: 6,323 shares 6,323 $885K 0.12% +145 Timeline BNO UNITED STS BRENT OIL FD LP More: the full row for UNITED STS BRENT OIL FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,182 shares; 2024Q4: 20,847 shares; 2025Q1: 27,788 shares; 2025Q2: 31,006 shares; 2025Q3: 31,766 shares; 2025Q4: 22,576 shares; 2026Q1: 22,223 shares; 2026Q2: 21,365 shares 21,365 $872K 0.12% -858 Timeline GJUN 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: 78,523 shares; 2025Q2: 79,488 shares; 2025Q3: 79,488 shares; 2025Q4: 33,767 shares; 2026Q1: 25,619 shares; 2026Q2: 21,156 shares 21,156 $871K 0.12% -4,463 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: 2,348 shares; 2024Q4: 2,367 shares; 2025Q1: 2,605 shares; 2025Q2: 3,053 shares; 2025Q3: 3,039 shares; 2025Q4: 2,964 shares; 2026Q1: 3,098 shares; 2026Q2: 3,200 shares 3,200 $866K 0.12% +102 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,463 shares; 2024Q4: 10,780 shares; 2025Q1: 10,570 shares; 2025Q2: 10,121 shares; 2025Q3: 9,635 shares; 2025Q4: 5,109 shares; 2026Q1: 4,941 shares; 2026Q2: 4,838 shares 4,838 $855K 0.12% -103 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: 15,252 shares; 2024Q4: 15,279 shares; 2025Q1: 19,050 shares; 2025Q2: 18,052 shares; 2025Q3: 17,561 shares; 2025Q4: 17,924 shares; 2026Q1: 18,376 shares; 2026Q2: 8,924 shares 8,924 $854K 0.12% -9,452 Timeline GMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,190 shares; 2025Q2: 23,592 shares; 2025Q3: 23,592 shares; 2025Q4: 23,592 shares; 2026Q1: 15,710 shares; 2026Q2: 19,670 shares 19,670 $847K 0.12% +3,960 Timeline GNOV 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: 40,908 shares; 2025Q2: 40,908 shares; 2025Q3: 40,878 shares; 2025Q4: 24,094 shares; 2026Q1: 21,358 shares; 2026Q2: 20,238 shares 20,238 $846K 0.12% -1,120 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,962 shares; 2024Q4: 9,761 shares; 2025Q1: 13,000 shares; 2025Q2: 15,935 shares; 2025Q3: 15,859 shares; 2025Q4: 16,976 shares; 2026Q1: 15,864 shares; 2026Q2: 15,674 shares 15,674 $826K 0.11% -190 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,985 shares; 2024Q4: 4,705 shares; 2025Q1: 4,300 shares; 2025Q2: 4,433 shares; 2025Q3: 4,334 shares; 2025Q4: 10,634 shares; 2026Q1: 10,683 shares; 2026Q2: 11,032 shares 11,032 $816K 0.11% +349 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,686 shares; 2026Q1: 5,776 shares; 2026Q2: 8,597 shares 8,597 $814K 0.11% +2,821 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 29,610 shares; 2025Q2: 10,441 shares; 2025Q3: 10,441 shares; 2025Q4: 10,366 shares; 2026Q1: 10,366 shares; 2026Q2: 8,867 shares 8,867 $802K 0.11% -1,499 Timeline SAUG 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: 13,991 shares; 2024Q4: 17,211 shares; 2025Q1: 14,096 shares; 2025Q2: 12,484 shares; 2025Q3: 32,713 shares; 2025Q4: 31,213 shares; 2026Q1: 29,553 shares; 2026Q2: 28,838 shares 28,838 $801K 0.11% -715 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,353 shares; 2024Q4: 1,343 shares; 2025Q1: 1,261 shares; 2025Q2: not reported; 2025Q3: 1,154 shares; 2025Q4: 1,249 shares; 2026Q1: 1,347 shares; 2026Q2: 1,922 shares 1,922 $800K 0.11% +575 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,586 shares; 2024Q4: 3,632 shares; 2025Q1: 3,970 shares; 2025Q2: 4,079 shares; 2025Q3: 4,332 shares; 2025Q4: 5,040 shares; 2026Q1: 5,595 shares; 2026Q2: 5,830 shares 5,830 $798K 0.11% +235 Timeline YSEP 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: 26,500 shares; 2025Q4: 29,954 shares; 2026Q1: 28,921 shares; 2026Q2: 28,744 shares 28,744 $792K 0.11% -177 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,874 shares; 2024Q4: 5,924 shares; 2025Q1: 5,807 shares; 2025Q2: 5,720 shares; 2025Q3: 5,502 shares; 2025Q4: 4,663 shares; 2026Q1: 5,090 shares; 2026Q2: 4,500 shares 4,500 $791K 0.11% -590 Timeline SMAY 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: 26,285 shares; 2024Q4: 24,415 shares; 2025Q1: 24,535 shares; 2025Q2: 29,730 shares; 2025Q3: 27,990 shares; 2025Q4: 27,000 shares; 2026Q1: 26,205 shares; 2026Q2: 27,466 shares 27,466 $779K 0.11% +1,261 Timeline DVY 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: 5,112 shares; 2025Q2: 5,120 shares; 2025Q3: 5,127 shares; 2025Q4: 5,045 shares; 2026Q1: 5,031 shares; 2026Q2: 4,924 shares 4,924 $770K 0.11% -107 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,144 shares; 2025Q4: 3,586 shares; 2026Q1: 3,684 shares; 2026Q2: 2,943 shares 2,943 $752K 0.1% -741 Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,656 shares; 2026Q1: 7,131 shares; 2026Q2: 8,484 shares 8,484 $751K 0.1% +1,353 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,656 shares; 2024Q4: 2,797 shares; 2025Q1: 2,861 shares; 2025Q2: 2,725 shares; 2025Q3: 3,024 shares; 2025Q4: 2,891 shares; 2026Q1: 2,861 shares; 2026Q2: 2,949 shares 2,949 $751K 0.1% +88 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,255 shares; 2026Q1: 1,409 shares; 2026Q2: 2,223 shares 2,223 $745K 0.1% +814 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,394 shares; 2024Q4: 5,507 shares; 2025Q1: 6,230 shares; 2025Q2: 6,366 shares; 2025Q3: 6,558 shares; 2025Q4: 7,246 shares; 2026Q1: 8,359 shares; 2026Q2: 8,771 shares 8,771 $743K 0.1% +412 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,584 shares; 2024Q4: 4,765 shares; 2025Q1: 6,381 shares; 2025Q2: 6,726 shares; 2025Q3: 6,563 shares; 2025Q4: 5,276 shares; 2026Q1: 5,047 shares; 2026Q2: 5,098 shares 5,098 $741K 0.1% +51 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,427 shares; 2024Q4: 17,889 shares; 2025Q1: 16,869 shares; 2025Q2: 17,122 shares; 2025Q3: 16,414 shares; 2025Q4: 8,278 shares; 2026Q1: 7,946 shares; 2026Q2: 7,790 shares 7,790 $741K 0.1% -156 Timeline SNOV 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: 10,365 shares; 2025Q1: 25,455 shares; 2025Q2: 26,985 shares; 2025Q3: 27,756 shares; 2025Q4: 29,821 shares; 2026Q1: 27,808 shares; 2026Q2: 27,283 shares 27,283 $739K 0.1% -525 Timeline QMAG 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: 17,370 shares; 2025Q1: 17,670 shares; 2025Q2: 17,670 shares; 2025Q3: 31,054 shares; 2025Q4: 30,172 shares; 2026Q1: 29,682 shares; 2026Q2: 28,987 shares 28,987 $735K 0.1% -695 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,678 shares; 2024Q4: 10,764 shares; 2025Q1: 12,025 shares; 2025Q2: 12,396 shares; 2025Q3: 11,869 shares; 2025Q4: 8,162 shares; 2026Q1: 7,954 shares; 2026Q2: 7,902 shares 7,902 $733K 0.1% -52 Timeline VLY VALLEY NATL BANCORP More: the full row for VALLEY NATL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,107 shares; 2024Q4: 65,028 shares; 2025Q1: 64,889 shares; 2025Q2: 66,506 shares; 2025Q3: 63,062 shares; 2025Q4: 52,256 shares; 2026Q1: 50,373 shares; 2026Q2: 49,660 shares 49,660 $728K 0.1% -713 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,957 shares; 2026Q1: 26,782 shares; 2026Q2: 34,965 shares 34,965 $724K 0.1% +8,183 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: 1,649 shares; 2024Q4: 1,656 shares; 2025Q1: 1,805 shares; 2025Q2: 1,630 shares; 2025Q3: 1,680 shares; 2025Q4: 1,827 shares; 2026Q1: 1,937 shares; 2026Q2: 2,039 shares 2,039 $723K 0.1% +102 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,092 shares; 2024Q4: 3,092 shares; 2025Q1: 3,092 shares; 2025Q2: 3,094 shares; 2025Q3: 3,094 shares; 2025Q4: 3,094 shares; 2026Q1: 3,094 shares; 2026Q2: 3,094 shares 3,094 $721K 0.1% 0 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: not reported; 2025Q3: 2,494 shares; 2025Q4: 3,202 shares; 2026Q1: 4,435 shares; 2026Q2: 4,437 shares 4,437 $717K 0.1% +2 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,893 shares; 2024Q4: 8,970 shares; 2025Q1: 9,623 shares; 2025Q2: 9,628 shares; 2025Q3: 10,029 shares; 2025Q4: 9,208 shares; 2026Q1: 9,123 shares; 2026Q2: 9,427 shares 9,427 $714K 0.1% +304 Timeline VONG 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: 2,271 shares; 2024Q4: 4,790 shares; 2025Q1: 5,975 shares; 2025Q2: 4,589 shares; 2025Q3: 4,503 shares; 2025Q4: 4,374 shares; 2026Q1: 4,286 shares; 2026Q2: 5,490 shares 5,490 $702K 0.1% +1,204 Timeline YYY AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40,175 shares; 2025Q2: 45,803 shares; 2025Q3: 53,861 shares; 2025Q4: 55,447 shares; 2026Q1: 55,471 shares; 2026Q2: 60,753 shares 60,753 $700K 0.1% +5,282 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,015 shares; 2024Q4: 974 shares; 2025Q1: 1,113 shares; 2025Q2: 1,125 shares; 2025Q3: 1,115 shares; 2025Q4: 10,232 shares; 2026Q1: 10,859 shares; 2026Q2: 9,776 shares 9,776 $698K 0.1% -1,083 Timeline QUIZ ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,491 shares; 2026Q1: 22,995 shares; 2026Q2: 23,571 shares 23,571 $689K 0.09% +576 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,914 shares; 2024Q4: 4,870 shares; 2025Q1: 2,493 shares; 2025Q2: 2,493 shares; 2025Q3: 2,493 shares; 2025Q4: 3,533 shares; 2026Q1: 3,644 shares; 2026Q2: 3,591 shares 3,591 $689K 0.09% -53 Timeline VMBS 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: 10,378 shares; 2024Q4: 11,204 shares; 2025Q1: 12,169 shares; 2025Q2: 12,111 shares; 2025Q3: 11,800 shares; 2025Q4: 14,554 shares; 2026Q1: 14,353 shares; 2026Q2: 14,707 shares 14,707 $688K 0.09% +354 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,290 shares; 2025Q3: 3,527 shares; 2025Q4: 3,458 shares; 2026Q1: 3,485 shares; 2026Q2: 3,232 shares 3,232 $688K 0.09% -253 Timeline FNOV 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: 12,816 shares; 2025Q1: 11,326 shares; 2025Q2: 11,326 shares; 2025Q3: not reported; 2025Q4: 11,911 shares; 2026Q1: 11,956 shares; 2026Q2: 11,756 shares 11,756 $688K 0.09% -200 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,749 shares; 2024Q4: 1,713 shares; 2025Q1: 1,741 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,830 shares; 2026Q1: 2,830 shares; 2026Q2: 2,830 shares 2,830 $686K 0.09% 0 Timeline QCOC 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: 26,505 shares; 2025Q1: 29,298 shares; 2025Q2: 29,298 shares; 2025Q3: 28,845 shares; 2025Q4: 28,595 shares; 2026Q1: 28,595 shares; 2026Q2: 28,595 shares 28,595 $684K 0.09% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,096 shares; 2026Q2: 5,945 shares 5,945 $683K 0.09% +1,849 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 607 shares; 2025Q2: 462 shares; 2025Q3: not reported; 2025Q4: 667 shares; 2026Q1: 732 shares; 2026Q2: 1,353 shares 1,353 $673K 0.09% +621 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,286 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,650 shares; 2026Q1: 31,786 shares; 2026Q2: 35,417 shares 35,417 $668K 0.09% +3,631 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,755 shares; 2024Q4: 18,965 shares; 2025Q1: 20,053 shares; 2025Q2: 22,071 shares; 2025Q3: 21,023 shares; 2025Q4: 13,565 shares; 2026Q1: 12,947 shares; 2026Q2: 12,736 shares 12,736 $668K 0.09% -211 Timeline TSEP 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: 24,748 shares; 2025Q4: 25,538 shares; 2026Q1: 25,538 shares; 2026Q2: 25,538 shares 25,538 $664K 0.09% 0 Timeline SCHZ 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: 28,472 shares; 2025Q3: 28,472 shares; 2025Q4: 28,460 shares; 2026Q1: 28,460 shares; 2026Q2: 28,460 shares 28,460 $658K 0.09% 0 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: 8,320 shares; 2024Q4: 8,388 shares; 2025Q1: 8,410 shares; 2025Q2: 8,396 shares; 2025Q3: 8,418 shares; 2025Q4: 8,433 shares; 2026Q1: 8,451 shares; 2026Q2: 8,485 shares 8,485 $658K 0.09% +34 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,335 shares; 2024Q4: 3,060 shares; 2025Q1: 3,805 shares; 2025Q2: 4,105 shares; 2025Q3: 4,030 shares; 2025Q4: 7,940 shares; 2026Q1: 7,955 shares; 2026Q2: 7,955 shares 7,955 $644K 0.09% 0 Timeline IGV 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: 2,272 shares; 2025Q3: 5,072 shares; 2025Q4: 7,637 shares; 2026Q1: 6,947 shares; 2026Q2: 7,111 shares 7,111 $644K 0.09% +164 Timeline FSEP 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: 10,987 shares; 2025Q4: 12,462 shares; 2026Q1: 12,017 shares; 2026Q2: 11,645 shares 11,645 $641K 0.09% -372 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,599 shares; 2024Q4: 3,622 shares; 2025Q1: 3,773 shares; 2025Q2: 3,791 shares; 2025Q3: 3,926 shares; 2025Q4: 4,191 shares; 2026Q1: 4,509 shares; 2026Q2: 4,733 shares 4,733 $641K 0.09% +224 Timeline DBA INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,973 shares; 2024Q4: 20,388 shares; 2025Q1: 23,938 shares; 2025Q2: 27,928 shares; 2025Q3: 28,213 shares; 2025Q4: 21,439 shares; 2026Q1: 22,235 shares; 2026Q2: 23,661 shares 23,661 $633K 0.09% +1,426 Timeline USO UNITED STS OIL FD LP More: the full row for UNITED STS OIL FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,844 shares; 2024Q4: 5,844 shares; 2025Q1: 5,852 shares; 2025Q2: 5,852 shares; 2025Q3: 5,852 shares; 2025Q4: 5,852 shares; 2026Q1: 5,852 shares; 2026Q2: 5,918 shares 5,918 $630K 0.09% +66 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 419 shares; 2024Q4: 419 shares; 2025Q1: 493 shares; 2025Q2: 505 shares; 2025Q3: 510 shares; 2025Q4: 553 shares; 2026Q1: 589 shares; 2026Q2: 644 shares 644 $630K 0.09% +55 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,887 shares; 2024Q4: 46,299 shares; 2025Q1: 47,212 shares; 2025Q2: 44,598 shares; 2025Q3: 44,956 shares; 2025Q4: 45,452 shares; 2026Q1: 44,195 shares; 2026Q2: 43,212 shares 43,212 $628K 0.09% -983 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,895 shares; 2025Q3: 3,071 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,109 shares 2,109 $628K 0.09% new Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,065 shares; 2024Q4: 2,890 shares; 2025Q1: 3,639 shares; 2025Q2: 3,677 shares; 2025Q3: 3,955 shares; 2025Q4: 3,339 shares; 2026Q1: 3,327 shares; 2026Q2: 4,276 shares 4,276 $627K 0.09% +949 Timeline FIW 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: 3,362 shares; 2024Q4: 3,294 shares; 2025Q1: 3,376 shares; 2025Q2: 3,469 shares; 2025Q3: 3,437 shares; 2025Q4: 5,360 shares; 2026Q1: 5,472 shares; 2026Q2: 5,671 shares 5,671 $622K 0.09% +199 Timeline PINK 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: not reported; 2026Q2: 15,729 shares 15,729 $618K 0.08% new Timeline RNST RENASANT CORP More: the full row for RENASANT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,447 shares; 2024Q4: 15,447 shares; 2025Q1: 15,197 shares; 2025Q2: 15,197 shares; 2025Q3: 15,197 shares; 2025Q4: 14,972 shares; 2026Q1: 14,972 shares; 2026Q2: 14,472 shares 14,472 $616K 0.08% -500 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 400 shares; 2025Q1: 463 shares; 2025Q2: 477 shares; 2025Q3: 497 shares; 2025Q4: 538 shares; 2026Q1: 579 shares; 2026Q2: 621 shares 621 $598K 0.08% +42 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,193 shares; 2024Q4: 12,405 shares; 2025Q1: 12,885 shares; 2025Q2: 14,019 shares; 2025Q3: 13,631 shares; 2025Q4: 12,989 shares; 2026Q1: 12,702 shares; 2026Q2: 13,250 shares 13,250 $590K 0.08% +548 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,390 shares; 2024Q4: 2,253 shares; 2025Q1: 2,254 shares; 2025Q2: 2,241 shares; 2025Q3: 2,240 shares; 2025Q4: 2,211 shares; 2026Q1: 2,202 shares; 2026Q2: 2,302 shares 2,302 $581K 0.08% +100 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,339 shares; 2025Q3: 2,822 shares; 2025Q4: 3,000 shares; 2026Q1: 3,177 shares; 2026Q2: 3,280 shares 3,280 $579K 0.08% +103 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,688 shares; 2025Q3: 1,816 shares; 2025Q4: 2,125 shares; 2026Q1: 2,343 shares; 2026Q2: 2,429 shares 2,429 $578K 0.08% +86 Timeline QMAR 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: 102,187 shares; 2024Q4: 100,714 shares; 2025Q1: 13,705 shares; 2025Q2: 14,275 shares; 2025Q3: 14,175 shares; 2025Q4: 14,163 shares; 2026Q1: 15,245 shares; 2026Q2: 15,500 shares 15,500 $577K 0.08% +255 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: 1,476 shares; 2024Q4: 1,502 shares; 2025Q1: 1,628 shares; 2025Q2: 1,643 shares; 2025Q3: 1,730 shares; 2025Q4: 1,987 shares; 2026Q1: 2,181 shares; 2026Q2: 2,316 shares 2,316 $571K 0.08% +135 Timeline INCO 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; 2024Q3: 2,904 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,251 shares; 2025Q3: 3,190 shares; 2025Q4: 8,710 shares; 2026Q1: 8,959 shares; 2026Q2: 9,523 shares 9,523 $570K 0.08% +564 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,526 shares; 2025Q3: 1,505 shares; 2025Q4: 2,443 shares; 2026Q1: 3,069 shares; 2026Q2: 3,218 shares 3,218 $570K 0.08% +149 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,527 shares; 2024Q4: 1,523 shares; 2025Q1: 1,437 shares; 2025Q2: 1,463 shares; 2025Q3: 1,463 shares; 2025Q4: 1,460 shares; 2026Q1: 1,461 shares; 2026Q2: 1,432 shares 1,432 $568K 0.08% -29 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,756 shares; 2024Q4: 2,222 shares; 2025Q1: 2,448 shares; 2025Q2: 2,332 shares; 2025Q3: 2,480 shares; 2025Q4: 2,676 shares; 2026Q1: 2,881 shares; 2026Q2: 2,977 shares 2,977 $565K 0.08% +96 Timeline XOCT 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: 15,416 shares; 2025Q2: 15,266 shares; 2025Q3: 14,444 shares; 2025Q4: 14,444 shares; 2026Q1: 14,444 shares; 2026Q2: 14,289 shares 14,289 $564K 0.08% -155 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,596 shares; 2025Q1: 7,535 shares; 2025Q2: 7,575 shares; 2025Q3: 7,554 shares; 2025Q4: 7,383 shares; 2026Q1: 7,317 shares; 2026Q2: 5,308 shares 5,308 $564K 0.08% -2,009 Timeline FEBM 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: 8,102 shares; 2025Q2: 18,570 shares; 2025Q3: 17,735 shares; 2025Q4: 17,735 shares; 2026Q1: 17,735 shares; 2026Q2: 17,735 shares 17,735 $554K 0.08% 0 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: 1,335 shares; 2024Q4: 1,329 shares; 2025Q1: 1,913 shares; 2025Q2: 1,947 shares; 2025Q3: 2,110 shares; 2025Q4: 1,146 shares; 2026Q1: 1,146 shares; 2026Q2: 1,852 shares 1,852 $552K 0.08% +706 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,585 shares; 2024Q4: 2,570 shares; 2025Q1: 2,774 shares; 2025Q2: 2,845 shares; 2025Q3: 2,937 shares; 2025Q4: 3,594 shares; 2026Q1: 3,835 shares; 2026Q2: 4,065 shares 4,065 $551K 0.08% +230 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 119,271 shares; 2025Q2: 142,359 shares; 2025Q3: 139,278 shares; 2025Q4: 26,475 shares; 2026Q1: 23,943 shares; 2026Q2: 21,258 shares 21,258 $549K 0.08% -2,685 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,482 shares; 2024Q4: 13,379 shares; 2025Q1: 12,661 shares; 2025Q2: 13,240 shares; 2025Q3: 13,017 shares; 2025Q4: 13,385 shares; 2026Q1: 13,356 shares; 2026Q2: 14,282 shares 14,282 $544K 0.07% +926 Timeline DRAM ROUNDHILL ETF TRUST More: the full row for ROUNDHILL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,208 shares 7,208 $532K 0.07% new Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS 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: 4,112 shares; 2026Q1: 4,113 shares; 2026Q2: 3,214 shares 3,214 $532K 0.07% -899 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,106 shares; 2024Q4: 12,840 shares; 2025Q1: 15,726 shares; 2025Q2: 16,027 shares; 2025Q3: 15,491 shares; 2025Q4: 12,678 shares; 2026Q1: 12,695 shares; 2026Q2: 10,981 shares 10,981 $524K 0.07% -1,714 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,214 shares 1,214 $524K 0.07% new Timeline VCSH 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: 8,449 shares; 2024Q4: 5,684 shares; 2025Q1: 5,670 shares; 2025Q2: 6,578 shares; 2025Q3: 6,096 shares; 2025Q4: 6,588 shares; 2026Q1: 6,494 shares; 2026Q2: 6,588 shares 6,588 $521K 0.07% +94 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,564 shares; 2024Q4: 18,411 shares; 2025Q1: 18,627 shares; 2025Q2: 21,695 shares; 2025Q3: 21,255 shares; 2025Q4: 21,629 shares; 2026Q1: 21,318 shares; 2026Q2: 21,971 shares 21,971 $519K 0.07% +653 Timeline ICL ICL GROUP LTD More: the full row for ICL GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 149,917 shares; 2024Q4: 157,515 shares; 2025Q1: 132,598 shares; 2025Q2: 128,426 shares; 2025Q3: 124,314 shares; 2025Q4: 101,470 shares; 2026Q1: 99,249 shares; 2026Q2: 100,238 shares 100,238 $499K 0.07% +989 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,733 shares; 2024Q4: 5,421 shares; 2025Q1: 6,565 shares; 2025Q2: 6,595 shares; 2025Q3: 6,610 shares; 2025Q4: 6,630 shares; 2026Q1: 6,447 shares; 2026Q2: 6,935 shares 6,935 $496K 0.07% +488 Timeline UL UNILEVER PLC More: the full row for UNILEVER 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: 8,130 shares; 2026Q1: 7,907 shares; 2026Q2: 8,228 shares 8,228 $495K 0.07% +321 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,156 shares; 2024Q4: 2,206 shares; 2025Q1: 2,470 shares; 2025Q2: 2,575 shares; 2025Q3: 2,788 shares; 2025Q4: 3,313 shares; 2026Q1: 3,699 shares; 2026Q2: 3,721 shares 3,721 $494K 0.07% +22 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 571 shares; 2025Q4: 606 shares; 2026Q1: 632 shares; 2026Q2: 690 shares 690 $492K 0.07% +58 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,666 shares; 2024Q4: 3,666 shares; 2025Q1: 3,376 shares; 2025Q2: 3,376 shares; 2025Q3: 3,376 shares; 2025Q4: 3,376 shares; 2026Q1: 3,376 shares; 2026Q2: 3,376 shares 3,376 $488K 0.07% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,427 shares; 2025Q3: 2,441 shares; 2025Q4: 2,934 shares; 2026Q1: 3,108 shares; 2026Q2: 3,342 shares 3,342 $483K 0.07% +234 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,808 shares; 2026Q2: 13,026 shares 13,026 $482K 0.07% +4,218 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: 2,053 shares; 2025Q2: 2,130 shares; 2025Q3: 2,304 shares; 2025Q4: 2,741 shares; 2026Q1: 3,035 shares; 2026Q2: 3,176 shares 3,176 $482K 0.07% +141 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 660 shares; 2024Q4: 660 shares; 2025Q1: 794 shares; 2025Q2: 793 shares; 2025Q3: 795 shares; 2025Q4: 937 shares; 2026Q1: 938 shares; 2026Q2: 940 shares 940 $479K 0.07% +2 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,042 shares; 2024Q4: 2,065 shares; 2025Q1: 2,451 shares; 2025Q2: 2,402 shares; 2025Q3: 2,481 shares; 2025Q4: 2,626 shares; 2026Q1: 2,783 shares; 2026Q2: 2,819 shares 2,819 $473K 0.07% +36 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES 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: 4,382 shares; 2026Q2: 5,027 shares 5,027 $471K 0.06% +645 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,419 shares; 2024Q4: 1,429 shares; 2025Q1: 1,519 shares; 2025Q2: 1,562 shares; 2025Q3: 1,672 shares; 2025Q4: 1,918 shares; 2026Q1: 2,114 shares; 2026Q2: 2,188 shares 2,188 $467K 0.06% +74 Timeline FTS FORTIS INC More: the full row for FORTIS 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: 8,007 shares; 2026Q1: 7,832 shares; 2026Q2: 8,117 shares 8,117 $465K 0.06% +285 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,172 shares; 2024Q4: 1,181 shares; 2025Q1: 1,133 shares; 2025Q2: 1,233 shares; 2025Q3: 1,246 shares; 2025Q4: 1,143 shares; 2026Q1: 1,102 shares; 2026Q2: 1,150 shares 1,150 $457K 0.06% +48 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,585 shares; 2026Q1: 13,262 shares; 2026Q2: 14,750 shares 14,750 $453K 0.06% +1,488 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,162 shares; 2024Q4: 9,162 shares; 2025Q1: 9,162 shares; 2025Q2: 10,169 shares; 2025Q3: 12,219 shares; 2025Q4: 15,230 shares; 2026Q1: 15,275 shares; 2026Q2: 15,342 shares 15,342 $451K 0.06% +67 Timeline DJAN 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: 6,302 shares; 2024Q4: 6,102 shares; 2025Q1: 10,179 shares; 2025Q2: 10,134 shares; 2025Q3: 8,989 shares; 2025Q4: 9,729 shares; 2026Q1: 10,369 shares; 2026Q2: 9,904 shares 9,904 $451K 0.06% -465 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: 857 shares; 2024Q4: 693 shares; 2025Q1: 797 shares; 2025Q2: 793 shares; 2025Q3: 797 shares; 2025Q4: 823 shares; 2026Q1: 856 shares; 2026Q2: 885 shares 885 $451K 0.06% +29 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,402 shares; 2026Q2: 4,646 shares 4,646 $448K 0.06% +1,244 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: not reported; 2024Q4: 3,579 shares; 2025Q1: 4,395 shares; 2025Q2: 4,366 shares; 2025Q3: 4,399 shares; 2025Q4: 4,978 shares; 2026Q1: 4,937 shares; 2026Q2: 5,381 shares 5,381 $445K 0.06% +444 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,959 shares; 2025Q3: 6,354 shares; 2025Q4: 12,526 shares; 2026Q1: 12,147 shares; 2026Q2: 13,292 shares 13,292 $443K 0.06% +1,145 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: 6,851 shares; 2024Q4: 7,541 shares; 2025Q1: 8,303 shares; 2025Q2: 8,277 shares; 2025Q3: 8,078 shares; 2025Q4: 8,790 shares; 2026Q1: 8,877 shares; 2026Q2: 7,567 shares 7,567 $440K 0.06% -1,310 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,455 shares; 2026Q2: 24,433 shares 24,433 $433K 0.06% -3,022 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,636 shares; 2026Q2: 9,094 shares 9,094 $432K 0.06% +3,458 Timeline BBIN J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,647 shares; 2024Q4: 9,401 shares; 2025Q1: 12,931 shares; 2025Q2: 14,213 shares; 2025Q3: 14,653 shares; 2025Q4: 16,521 shares; 2026Q1: 5,941 shares; 2026Q2: 5,490 shares 5,490 $429K 0.06% -451 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 776 shares; 2025Q1: 828 shares; 2025Q2: 854 shares; 2025Q3: 909 shares; 2025Q4: 1,016 shares; 2026Q1: 1,109 shares; 2026Q2: 1,138 shares 1,138 $422K 0.06% +29 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: 1,560 shares; 2024Q4: 1,855 shares; 2025Q1: 1,991 shares; 2025Q2: 2,042 shares; 2025Q3: 2,156 shares; 2025Q4: 2,442 shares; 2026Q1: 2,658 shares; 2026Q2: 2,445 shares 2,445 $416K 0.06% -213 Timeline NOBL PROSHARES TR More: the full row for PROSHARES 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: 3,650 shares; 2026Q1: 3,667 shares; 2026Q2: 7,369 shares 7,369 $414K 0.06% +3,702 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,517 shares; 2024Q4: 17,690 shares; 2025Q1: 21,344 shares; 2025Q2: 30,368 shares; 2025Q3: 29,944 shares; 2025Q4: 28,990 shares; 2026Q1: 28,414 shares; 2026Q2: 30,327 shares 30,327 $409K 0.06% +1,913 Timeline CPER UNITED STS COMMODITY INDEX F More: the full row for UNITED STS COMMODITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,569 shares; 2024Q4: 11,129 shares; 2025Q1: 13,253 shares; 2025Q2: 13,886 shares; 2025Q3: 14,669 shares; 2025Q4: 9,620 shares; 2026Q1: 10,143 shares; 2026Q2: 10,779 shares 10,779 $407K 0.06% +636 Timeline RLY SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE 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: 10,012 shares; 2026Q1: 10,503 shares; 2026Q2: 11,679 shares 11,679 $404K 0.06% +1,176 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,856 shares; 2024Q4: 1,884 shares; 2025Q1: 1,571 shares; 2025Q2: 1,614 shares; 2025Q3: 1,302 shares; 2025Q4: 1,328 shares; 2026Q1: not reported; 2026Q2: 1,267 shares 1,267 $403K 0.06% new Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,395 shares; 2025Q2: 10,061 shares; 2025Q3: 9,628 shares; 2025Q4: 11,524 shares; 2026Q1: 9,332 shares; 2026Q2: 9,893 shares 9,893 $402K 0.06% +561 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 675 shares; 2025Q1: 730 shares; 2025Q2: 752 shares; 2025Q3: 805 shares; 2025Q4: 941 shares; 2026Q1: 1,032 shares; 2026Q2: 1,067 shares 1,067 $401K 0.06% +35 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,679 shares; 2024Q4: 20,162 shares; 2025Q1: 20,560 shares; 2025Q2: 18,550 shares; 2025Q3: 18,338 shares; 2025Q4: 21,245 shares; 2026Q1: 21,037 shares; 2026Q2: 23,088 shares 23,088 $401K 0.06% +2,051 Timeline DXYZ DESTINY TECH100 INC More: the full row for DESTINY TECH100 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: 8,748 shares; 2026Q2: 15,365 shares 15,365 $396K 0.05% +6,617 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,620 shares; 2024Q4: 9,992 shares; 2025Q1: 10,676 shares; 2025Q2: 10,040 shares; 2025Q3: 10,090 shares; 2025Q4: 10,692 shares; 2026Q1: 11,263 shares; 2026Q2: 12,215 shares 12,215 $391K 0.05% +952 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: 4,032 shares; 2024Q4: 4,060 shares; 2025Q1: 4,297 shares; 2025Q2: 4,256 shares; 2025Q3: 4,273 shares; 2025Q4: 4,434 shares; 2026Q1: 4,578 shares; 2026Q2: 4,800 shares 4,800 $390K 0.05% +222 Timeline YDEC 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: 8,100 shares; 2024Q4: 9,985 shares; 2025Q1: 18,149 shares; 2025Q2: 18,149 shares; 2025Q3: 14,435 shares; 2025Q4: 15,970 shares; 2026Q1: 14,950 shares; 2026Q2: 14,105 shares 14,105 $389K 0.05% -845 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: 1,723 shares; 2024Q4: 1,723 shares; 2025Q1: 1,660 shares; 2025Q2: 1,580 shares; 2025Q3: 1,577 shares; 2025Q4: 1,577 shares; 2026Q1: 1,577 shares; 2026Q2: 1,466 shares 1,466 $388K 0.05% -111 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: not reported; 2025Q3: 1,118 shares; 2025Q4: 1,245 shares; 2026Q1: 1,377 shares; 2026Q2: 1,435 shares 1,435 $386K 0.05% +58 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 438 shares; 2025Q4: 462 shares; 2026Q1: not reported; 2026Q2: 506 shares 506 $386K 0.05% new Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,222 shares; 2025Q1: 3,237 shares; 2025Q2: 3,503 shares; 2025Q3: 3,898 shares; 2025Q4: 4,362 shares; 2026Q1: 4,336 shares; 2026Q2: 4,315 shares 4,315 $379K 0.05% -21 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 337 shares; 2025Q3: 351 shares; 2025Q4: 398 shares; 2026Q1: 374 shares; 2026Q2: 374 shares 374 $378K 0.05% 0 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,053 shares; 2025Q2: 2,208 shares; 2025Q3: 2,141 shares; 2025Q4: 1,676 shares; 2026Q1: 1,677 shares; 2026Q2: 1,668 shares 1,668 $376K 0.05% -9 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,779 shares; 2024Q4: 3,754 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,676 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,751 shares 2,751 $376K 0.05% new Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,168 shares; 2025Q1: 2,441 shares; 2025Q2: 2,197 shares; 2025Q3: 2,290 shares; 2025Q4: 1,690 shares; 2026Q1: 2,131 shares; 2026Q2: 2,193 shares 2,193 $373K 0.05% +62 Timeline TBUX T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,475 shares 7,475 $372K 0.05% new Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,032 shares; 2025Q3: 2,813 shares; 2025Q4: 2,813 shares; 2026Q1: 2,813 shares; 2026Q2: 2,813 shares 2,813 $372K 0.05% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,522 shares; 2024Q4: 5,527 shares; 2025Q1: 6,322 shares; 2025Q2: 5,680 shares; 2025Q3: 4,997 shares; 2025Q4: 3,894 shares; 2026Q1: 3,896 shares; 2026Q2: 3,633 shares 3,633 $371K 0.05% -263 Timeline SNDK SANDISK CORP More: the full row for SANDISK 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: 163 shares 163 $371K 0.05% new Timeline EWJ ISHARES INC More: the full row for ISHARES 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: 2,735 shares; 2025Q4: 3,837 shares; 2026Q1: 3,824 shares; 2026Q2: 3,966 shares 3,966 $370K 0.05% +142 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: 4,448 shares; 2024Q4: 4,462 shares; 2025Q1: 4,742 shares; 2025Q2: 4,714 shares; 2025Q3: 4,830 shares; 2025Q4: 3,828 shares; 2026Q1: 3,964 shares; 2026Q2: 4,031 shares 4,031 $366K 0.05% +67 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 691 shares; 2026Q1: 711 shares; 2026Q2: 699 shares 699 $365K 0.05% -12 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,165 shares; 2024Q4: 37,800 shares; 2025Q1: 35,250 shares; 2025Q2: 35,048 shares; 2025Q3: 35,048 shares; 2025Q4: 34,689 shares; 2026Q1: 34,656 shares; 2026Q2: 34,316 shares 34,316 $360K 0.05% -340 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 777 shares; 2026Q1: 862 shares; 2026Q2: 894 shares 894 $356K 0.05% +32 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: not reported; 2025Q3: 437 shares; 2025Q4: 553 shares; 2026Q1: 603 shares; 2026Q2: 4,101 shares 4,101 $353K 0.05% +3,498 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: 11,522 shares; 2024Q4: 12,925 shares; 2025Q1: 15,365 shares; 2025Q2: 15,782 shares; 2025Q3: 15,897 shares; 2025Q4: 11,927 shares; 2026Q1: 11,206 shares; 2026Q2: 6,589 shares 6,589 $352K 0.05% -4,617 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,413 shares; 2024Q4: 3,418 shares; 2025Q1: 5,956 shares; 2025Q2: 5,960 shares; 2025Q3: 5,785 shares; 2025Q4: 5,789 shares; 2026Q1: 5,793 shares; 2026Q2: 5,211 shares 5,211 $349K 0.05% -582 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,505 shares; 2026Q1: 2,965 shares; 2026Q2: 2,965 shares 2,965 $344K 0.05% 0 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,092 shares; 2025Q3: 13,342 shares; 2025Q4: 13,419 shares; 2026Q1: 50,900 shares; 2026Q2: 12,313 shares 12,313 $341K 0.05% -38,587 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,219 shares; 2024Q4: 1,215 shares; 2025Q1: 1,278 shares; 2025Q2: 1,304 shares; 2025Q3: 1,398 shares; 2025Q4: 1,550 shares; 2026Q1: 1,836 shares; 2026Q2: 1,893 shares 1,893 $333K 0.05% +57 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,848 shares; 2025Q4: 15,067 shares; 2026Q1: 15,092 shares; 2026Q2: 17,963 shares 17,963 $331K 0.05% +2,871 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,281 shares; 2024Q4: 1,287 shares; 2025Q1: 1,391 shares; 2025Q2: 1,440 shares; 2025Q3: 1,519 shares; 2025Q4: 1,718 shares; 2026Q1: 1,908 shares; 2026Q2: 1,976 shares 1,976 $330K 0.05% +68 Timeline IEF 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: 4,605 shares; 2025Q2: 6,871 shares; 2025Q3: 6,773 shares; 2025Q4: 6,647 shares; 2026Q1: 6,572 shares; 2026Q2: 3,477 shares 3,477 $329K 0.05% -3,095 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,642 shares; 2025Q3: 1,744 shares; 2025Q4: 1,997 shares; 2026Q1: 2,174 shares; 2026Q2: 2,272 shares 2,272 $326K 0.04% +98 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,408 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,347 shares; 2026Q1: 2,362 shares; 2026Q2: 2,057 shares 2,057 $326K 0.04% -305 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,043 shares 5,043 $324K 0.04% new Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP 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: 4,571 shares; 2025Q4: 4,815 shares; 2026Q1: 5,273 shares; 2026Q2: 5,748 shares 5,748 $324K 0.04% +475 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 125 shares; 2024Q4: 109 shares; 2025Q1: 101 shares; 2025Q2: 101 shares; 2025Q3: 101 shares; 2025Q4: 101 shares; 2026Q1: 101 shares; 2026Q2: 101 shares 101 $323K 0.04% 0 Timeline DBB INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,548 shares; 2024Q4: 12,187 shares; 2025Q1: 15,919 shares; 2025Q2: 18,535 shares; 2025Q3: 19,029 shares; 2025Q4: 11,800 shares; 2026Q1: 12,406 shares; 2026Q2: 13,303 shares 13,303 $321K 0.04% +897 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 490 shares; 2024Q4: 486 shares; 2025Q1: 827 shares; 2025Q2: 770 shares; 2025Q3: 772 shares; 2025Q4: 784 shares; 2026Q1: 819 shares; 2026Q2: 504 shares 504 $320K 0.04% -315 Timeline GUT GABELLI UTIL TR More: the full row for GABELLI UTIL 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: 65,818 shares 65,818 $319K 0.04% new Timeline IXJ 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: 3,228 shares 3,228 $318K 0.04% new Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,510 shares; 2024Q4: 1,519 shares; 2025Q1: 1,693 shares; 2025Q2: 1,693 shares; 2025Q3: 1,686 shares; 2025Q4: 1,301 shares; 2026Q1: 1,280 shares; 2026Q2: 1,457 shares 1,457 $317K 0.04% +177 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,486 shares; 2024Q4: 9,315 shares; 2025Q1: 8,606 shares; 2025Q2: 8,162 shares; 2025Q3: 8,121 shares; 2025Q4: 7,871 shares; 2026Q1: 7,538 shares; 2026Q2: 7,538 shares 7,538 $314K 0.04% 0 Timeline IBB 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: 1,644 shares; 2025Q4: 1,644 shares; 2026Q1: 1,644 shares; 2026Q2: 1,644 shares 1,644 $313K 0.04% 0 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 160 shares; 2024Q4: 160 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,600 shares; 2026Q1: 1,600 shares; 2026Q2: 1,630 shares 1,630 $311K 0.04% +30 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: 341 shares; 2024Q4: 341 shares; 2025Q1: 291 shares; 2025Q2: 3,619 shares; 2025Q3: 3,619 shares; 2025Q4: 3,649 shares; 2026Q1: 3,374 shares; 2026Q2: 3,374 shares 3,374 $311K 0.04% 0 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,968 shares 2,968 $307K 0.04% new Timeline USDU WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,339 shares; 2026Q2: 11,438 shares 11,438 $306K 0.04% +99 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,436 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,640 shares; 2025Q4: 1,929 shares; 2026Q1: 2,150 shares; 2026Q2: 2,225 shares 2,225 $306K 0.04% +75 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 136 shares; 2024Q4: 137 shares; 2025Q1: 147 shares; 2025Q2: 146 shares; 2025Q3: 171 shares; 2025Q4: 184 shares; 2026Q1: 185 shares; 2026Q2: 178 shares 178 $302K 0.04% -7 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,000 shares; 2025Q3: 1,857 shares; 2025Q4: 1,860 shares; 2026Q1: 1,813 shares; 2026Q2: 1,813 shares 1,813 $298K 0.04% 0 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,618 shares 3,618 $289K 0.04% new Timeline EFRA 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: 7,525 shares; 2026Q1: 7,721 shares; 2026Q2: 8,037 shares 8,037 $288K 0.04% +316 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 434 shares; 2025Q3: 462 shares; 2025Q4: 536 shares; 2026Q1: 604 shares; 2026Q2: 635 shares 635 $288K 0.04% +31 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,434 shares; 2025Q4: 1,532 shares; 2026Q1: 1,538 shares; 2026Q2: 1,433 shares 1,433 $288K 0.04% -105 Timeline FTHI 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: 12,050 shares; 2026Q2: 12,050 shares 12,050 $287K 0.04% 0 Timeline EWW ISHARES INC More: the full row for ISHARES 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: 3,778 shares 3,778 $284K 0.04% new Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,306 shares; 2026Q1: 3,306 shares; 2026Q2: 3,306 shares 3,306 $283K 0.04% 0 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,571 shares; 2025Q2: 5,949 shares; 2025Q3: 5,797 shares; 2025Q4: 5,672 shares; 2026Q1: 5,672 shares; 2026Q2: 3,612 shares 3,612 $281K 0.04% -2,060 Timeline GROZ ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,821 shares 8,821 $280K 0.04% new Timeline IGM 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: 1,703 shares 1,703 $279K 0.04% new Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,994 shares; 2024Q4: 9,949 shares; 2025Q1: 7,662 shares; 2025Q2: 6,411 shares; 2025Q3: 5,304 shares; 2025Q4: 4,928 shares; 2026Q1: 4,071 shares; 2026Q2: 4,076 shares 4,076 $275K 0.04% +5 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,251 shares; 2024Q4: 5,251 shares; 2025Q1: 5,251 shares; 2025Q2: 5,251 shares; 2025Q3: 5,251 shares; 2025Q4: 5,251 shares; 2026Q1: 5,251 shares; 2026Q2: 5,251 shares 5,251 $275K 0.04% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,410 shares; 2024Q4: 2,355 shares; 2025Q1: 2,466 shares; 2025Q2: 2,466 shares; 2025Q3: 2,467 shares; 2025Q4: 2,467 shares; 2026Q1: 2,468 shares; 2026Q2: 2,488 shares 2,488 $274K 0.04% +20 Timeline YMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,120 shares; 2025Q3: 8,355 shares; 2025Q4: 8,355 shares; 2026Q1: 8,755 shares; 2026Q2: 9,480 shares 9,480 $272K 0.04% +725 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC 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: 10,673 shares 10,673 $268K 0.04% new Timeline BBAG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,919 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,767 shares; 2025Q3: 5,352 shares; 2025Q4: 6,680 shares; 2026Q1: 6,577 shares; 2026Q2: 5,729 shares 5,729 $263K 0.04% -848 Timeline IBBQ 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: 7,563 shares; 2026Q1: 7,702 shares; 2026Q2: 7,954 shares 7,954 $260K 0.04% +252 Timeline IWM 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: 867 shares 867 $260K 0.04% new Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,284 shares; 2024Q4: 2,286 shares; 2025Q1: not reported; 2025Q2: 2,098 shares; 2025Q3: 2,097 shares; 2025Q4: not reported; 2026Q1: 2,041 shares; 2026Q2: 2,042 shares 2,042 $258K 0.04% +1 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,597 shares; 2024Q4: 1,617 shares; 2025Q1: 1,328 shares; 2025Q2: 1,237 shares; 2025Q3: 1,241 shares; 2025Q4: 1,276 shares; 2026Q1: 1,305 shares; 2026Q2: 1,353 shares 1,353 $258K 0.04% +48 Timeline BKCH GLOBAL X FDS More: the full row for GLOBAL X 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: 3,268 shares; 2026Q1: not reported; 2026Q2: 3,424 shares 3,424 $257K 0.04% new Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS 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: 4,618 shares; 2025Q3: 4,618 shares; 2025Q4: 4,618 shares; 2026Q1: 4,618 shares; 2026Q2: 4,618 shares 4,618 $257K 0.04% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,919 shares; 2025Q3: 1,860 shares; 2025Q4: 1,948 shares; 2026Q1: 1,860 shares; 2026Q2: 1,860 shares 1,860 $256K 0.04% 0 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: 1,553 shares; 2024Q4: 1,560 shares; 2025Q1: 1,591 shares; 2025Q2: 1,614 shares; 2025Q3: 1,620 shares; 2025Q4: 1,468 shares; 2026Q1: 1,481 shares; 2026Q2: 1,147 shares 1,147 $253K 0.03% -334 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,387 shares; 2025Q2: 5,992 shares; 2025Q3: 5,992 shares; 2025Q4: 4,644 shares; 2026Q1: 3,954 shares; 2026Q2: 3,292 shares 3,292 $252K 0.03% -662 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,824 shares; 2025Q2: 3,037 shares; 2025Q3: 3,166 shares; 2025Q4: 3,819 shares; 2026Q1: 3,462 shares; 2026Q2: 3,494 shares 3,494 $252K 0.03% +32 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 920 shares; 2024Q4: 926 shares; 2025Q1: 968 shares; 2025Q2: 981 shares; 2025Q3: 1,009 shares; 2025Q4: 1,083 shares; 2026Q1: 542 shares; 2026Q2: 542 shares 542 $249K 0.03% 0 Timeline EWU 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: 5,332 shares 5,332 $246K 0.03% new Timeline IEO 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: 1,516 shares; 2026Q2: 2,225 shares 2,225 $244K 0.03% +709 Timeline FJUL 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: 5,192 shares; 2024Q4: 6,042 shares; 2025Q1: 6,052 shares; 2025Q2: not reported; 2025Q3: 5,143 shares; 2025Q4: 5,133 shares; 2026Q1: 5,093 shares; 2026Q2: 4,103 shares 4,103 $244K 0.03% -990 Timeline VNQ 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: 2,888 shares; 2024Q4: 2,823 shares; 2025Q1: 2,820 shares; 2025Q2: 2,879 shares; 2025Q3: 2,779 shares; 2025Q4: 2,674 shares; 2026Q1: 2,654 shares; 2026Q2: 2,529 shares 2,529 $244K 0.03% -125 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: not reported; 2026Q1: not reported; 2026Q2: 3,477 shares 3,477 $244K 0.03% new Timeline FTXL 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: 853 shares 853 $243K 0.03% new Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,018 shares; 2026Q2: 4,655 shares 4,655 $242K 0.03% +637 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,545 shares 1,545 $241K 0.03% new 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: 1,173 shares; 2024Q4: 1,188 shares; 2025Q1: 836 shares; 2025Q2: 848 shares; 2025Q3: 854 shares; 2025Q4: 918 shares; 2026Q1: 978 shares; 2026Q2: 1,041 shares 1,041 $239K 0.03% +63 Timeline TRMK TRUSTMARK CORP More: the full row for TRUSTMARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 140,159 shares; 2024Q4: 140,159 shares; 2025Q1: 142,759 shares; 2025Q2: 142,559 shares; 2025Q3: 142,314 shares; 2025Q4: 142,358 shares; 2026Q1: 142,566 shares; 2026Q2: 5,188 shares 5,188 $239K 0.03% -137,378 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: not reported; 2025Q4: 1,116 shares; 2026Q1: 1,118 shares; 2026Q2: 1,071 shares 1,071 $239K 0.03% -47 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES 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: 1,153 shares; 2025Q4: 853 shares; 2026Q1: 917 shares; 2026Q2: 1,000 shares 1,000 $237K 0.03% +83 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS 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: 799 shares; 2026Q2: 835 shares 835 $234K 0.03% +36 Timeline QMNV 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: 11,130 shares; 2025Q2: 9,885 shares; 2025Q3: not reported; 2025Q4: 10,178 shares; 2026Q1: 9,184 shares; 2026Q2: 9,154 shares 9,154 $230K 0.03% -30 Timeline ASHR DBX ETF TR More: the full row for DBX 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: 6,128 shares; 2026Q1: 6,482 shares; 2026Q2: 6,214 shares 6,214 $228K 0.03% -268 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R 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: 3,105 shares; 2026Q2: 3,224 shares 3,224 $228K 0.03% +119 Timeline GSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,952 shares; 2025Q4: 7,452 shares; 2026Q1: 6,452 shares; 2026Q2: 5,557 shares 5,557 $228K 0.03% -895 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,004 shares 4,004 $226K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 618 shares; 2026Q1: 684 shares; 2026Q2: 713 shares 713 $225K 0.03% +29 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: 3,748 shares 3,748 $224K 0.03% new Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,325 shares 2,325 $223K 0.03% new Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS 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: 1,713 shares; 2025Q4: 2,127 shares; 2026Q1: not reported; 2026Q2: 2,210 shares 2,210 $222K 0.03% new Timeline JGLO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,248 shares; 2026Q1: 3,302 shares; 2026Q2: 3,084 shares 3,084 $220K 0.03% -218 Timeline ARKW ARK ETF TR More: the full row for ARK 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: 1,538 shares; 2025Q3: 1,538 shares; 2025Q4: 1,516 shares; 2026Q1: not reported; 2026Q2: 1,495 shares 1,495 $216K 0.03% new Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,566 shares 1,566 $216K 0.03% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 960 shares 960 $215K 0.03% new Timeline COR CENCORA INC More: the full row for CENCORA 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: 758 shares 758 $214K 0.03% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 960 shares 960 $212K 0.03% new Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,273 shares; 2025Q3: 2,274 shares; 2025Q4: 2,276 shares; 2026Q1: 2,319 shares; 2026Q2: 2,283 shares 2,283 $211K 0.03% -36 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,018 shares 1,018 $210K 0.03% new Timeline NI NISOURCE INC More: the full row for NISOURCE 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: 4,414 shares 4,414 $210K 0.03% new Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,621 shares 3,621 $209K 0.03% new Timeline FDX FEDEX CORP More: the full row for FEDEX 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: 665 shares 665 $208K 0.03% new Timeline SVOL SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,487 shares; 2026Q1: 11,291 shares; 2026Q2: 12,886 shares 12,886 $207K 0.03% +1,595 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,326 shares; 2024Q4: 2,326 shares; 2025Q1: 2,326 shares; 2025Q2: 2,326 shares; 2025Q3: 2,151 shares; 2025Q4: 2,151 shares; 2026Q1: not reported; 2026Q2: 1,969 shares 1,969 $206K 0.03% new Timeline IWB 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: 1,036 shares; 2026Q1: not reported; 2026Q2: 500 shares 500 $205K 0.03% new Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,826 shares; 2026Q2: 6,021 shares 6,021 $205K 0.03% +195 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 353 shares; 2026Q1: not reported; 2026Q2: 407 shares 407 $205K 0.03% new Timeline SILA SILA REALTY TRUST INC More: the full row for SILA REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,766 shares; 2024Q4: 10,134 shares; 2025Q1: 8,057 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,707 shares 6,707 $204K 0.03% new Timeline WSR WHITESTONE REIT More: the full row for WHITESTONE REIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,657 shares; 2024Q4: 22,813 shares; 2025Q1: 21,933 shares; 2025Q2: 21,933 shares; 2025Q3: 21,933 shares; 2025Q4: 10,933 shares; 2026Q1: 10,933 shares; 2026Q2: 10,683 shares 10,683 $203K 0.03% -250 Timeline JEMA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,166 shares 3,166 $202K 0.03% new Timeline BP BP PLC More: the full row for BP 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: 5,562 shares; 2026Q1: 5,603 shares; 2026Q2: 5,454 shares 5,454 $202K 0.03% -149 Timeline SCHK 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: not reported; 2026Q2: 5,582 shares 5,582 $201K 0.03% new Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION 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: 10,155 shares; 2026Q2: 18,370 shares 18,370 $200K 0.03% +8,215 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,788 shares; 2024Q4: 16,027 shares; 2025Q1: 13,323 shares; 2025Q2: 11,615 shares; 2025Q3: 12,122 shares; 2025Q4: 13,402 shares; 2026Q1: 14,083 shares; 2026Q2: 13,202 shares 13,202 $184K 0.03% -881 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,202 shares; 2025Q2: 11,465 shares; 2025Q3: 11,376 shares; 2025Q4: 11,161 shares; 2026Q1: 11,061 shares; 2026Q2: 11,218 shares 11,218 $178K 0.02% +157 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,445 shares; 2025Q4: 10,445 shares; 2026Q1: 11,015 shares; 2026Q2: 12,361 shares 12,361 $164K 0.02% +1,346 Timeline BTAL AGF INVTS TR More: the full row for AGF INVTS 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: 10,764 shares 10,764 $120K 0.02% new Timeline FBRT FRANKLIN BSP RLTY TR INC More: the full row for FRANKLIN BSP RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,199 shares; 2024Q4: 15,135 shares; 2025Q1: 13,935 shares; 2025Q2: 13,935 shares; 2025Q3: 13,935 shares; 2025Q4: 13,535 shares; 2026Q1: 12,935 shares; 2026Q2: 11,735 shares 11,735 $95.5K 0.01% -1,200 Timeline BTX BLACKROCK TECH AND PRIVATE E More: the full row for BLACKROCK TECH AND PRIVATE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,137 shares; 2024Q4: 20,379 shares; 2025Q1: 15,829 shares; 2025Q2: 14,294 shares; 2025Q3: 13,383 shares; 2025Q4: 11,123 shares; 2026Q1: 10,286 shares; 2026Q2: 10,286 shares 10,286 $92.9K 0.01% 0 Timeline TCPC BLACKROCK TCP CAPITAL CORP More: the full row for BLACKROCK TCP CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,466 shares; 2024Q4: 75,121 shares; 2025Q1: 94,766 shares; 2025Q2: 30,754 shares; 2025Q3: 21,369 shares; 2025Q4: 15,026 shares; 2026Q1: 14,993 shares; 2026Q2: 14,136 shares 14,136 $47.5K 0.01% -857 Timeline