AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 100,270 shares 100,270 $33.4M 4.35% -4,328 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 895,801 shares 895,801 $32.3M 4.2% -40,279 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 116,563 shares 116,563 $26.7M 3.47% +3,017 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 697,907 shares 697,907 $25.9M 3.37% -4,123 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 31,673 shares 31,673 $16.3M 2.12% +1,219 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,840 shares; 2025Q3: 1,787 shares; 2025Q4: 2,098 shares; 2026Q1: 21,846 shares; 2026Q2: 22,784 shares; 2026Q3: 34,872 shares 34,872 $13.1M 1.7% +12,088 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; 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; 2026Q3: 255,782 shares 255,782 $11.9M 1.55% +92,543 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 45,523 shares 45,523 $11.4M 1.48% +74 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 29,696 shares 29,696 $10.3M 1.33% +2,203 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 13,089 shares 13,089 $9.98M 1.3% -183 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; 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; 2026Q3: 272,071 shares 272,071 $9.41M 1.22% -857 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; 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; 2026Q3: 146,856 shares 146,856 $9.06M 1.18% -8,677 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; 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; 2026Q3: 296,084 shares 296,084 $8.88M 1.16% +808 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; 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; 2026Q3: 63,808 shares 63,808 $8.02M 1.04% +4,338 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 157,920 shares 157,920 $8M 1.04% +112,186 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 37,504 shares 37,504 $7.77M 1.01% -1,096 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 15,330 shares 15,330 $7.63M 0.99% -674 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 134,648 shares 134,648 $6.82M 0.89% -60,122 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 9,186 shares 9,186 $6.68M 0.87% -115 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 18,637 shares 18,637 $6.56M 0.85% +1,773 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 18,113 shares 18,113 $6.43M 0.84% +357 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; 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; 2026Q3: 124,874 shares 124,874 $6.39M 0.83% -16,233 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 8,612 shares 8,612 $6.37M 0.83% -819 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 9,078 shares 9,078 $6.33M 0.82% +120 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; 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; 2026Q3: 101,973 shares 101,973 $6.25M 0.81% +3,776 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 7,658 shares 7,658 $6.23M 0.81% +1,095 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; 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; 2026Q3: 173,804 shares 173,804 $5.66M 0.74% +107,385 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; 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; 2026Q3: 33,926 shares 33,926 $5.56M 0.72% -380 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; 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; 2026Q3: 8,831 shares 8,831 $5.39M 0.7% +942 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; 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; 2026Q3: 106,215 shares 106,215 $5.25M 0.68% +26,542 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; 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; 2026Q3: 106,500 shares 106,500 $5.07M 0.66% -11,117 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; 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; 2026Q3: 493,787 shares 493,787 $5.06M 0.66% +16,987 Timeline JPIE 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 111,031 shares 111,031 $4.98M 0.65% new Timeline GLOF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 56,921 shares; 2025Q3: 60,705 shares; 2025Q4: 82,038 shares; 2026Q1: 82,315 shares; 2026Q2: 84,960 shares; 2026Q3: 80,984 shares 80,984 $4.91M 0.64% -3,976 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; 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; 2026Q3: 108,674 shares 108,674 $4.87M 0.63% -65,382 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 60,009 shares 60,009 $4.74M 0.62% +7,942 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 13,782 shares 13,782 $4.71M 0.61% +666 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 25,327 shares 25,327 $4.66M 0.61% -1,976 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; 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; 2026Q3: 192,150 shares 192,150 $4.45M 0.58% -174,716 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; 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; 2026Q3: 76,276 shares 76,276 $4.32M 0.56% -3,621 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; 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; 2026Q3: 33,061 shares 33,061 $4.25M 0.55% +30 Timeline ACYN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 203,527 shares 203,527 $4.25M 0.55% new 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; 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; 2026Q3: 73,505 shares 73,505 $4.22M 0.55% -1,081 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; 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; 2026Q3: 93,982 shares 93,982 $4.16M 0.54% -348 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; 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; 2026Q3: 50,024 shares 50,024 $4.13M 0.54% +1,731 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 157,354 shares 157,354 $4.08M 0.53% +20,903 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 11,962 shares 11,962 $3.97M 0.52% +880 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; 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; 2026Q3: 69,983 shares 69,983 $3.93M 0.51% +3,775 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 4,261 shares 4,261 $3.88M 0.5% -160 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; 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; 2026Q3: 80,419 shares 80,419 $3.72M 0.48% +285 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 71,207 shares 71,207 $3.59M 0.47% new Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 5,717 shares 5,717 $3.51M 0.46% +185 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; 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; 2026Q3: 54,345 shares 54,345 $3.34M 0.43% -1,648 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 20,492 shares 20,492 $3.34M 0.43% new 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; 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; 2026Q3: 161,360 shares 161,360 $3.32M 0.43% -105,428 Timeline JPST 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 63,725 shares 63,725 $3.21M 0.42% new Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 30,679 shares 30,679 $3.2M 0.42% +1,645 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; 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; 2026Q3: 43,219 shares 43,219 $3.11M 0.41% +6,261 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; 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; 2026Q3: 95,957 shares 95,957 $3.1M 0.4% -160,587 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 31,855 shares 31,855 $3.08M 0.4% -175 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 29,949 shares 29,949 $3.03M 0.39% +5,172 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 16,046 shares 16,046 $2.99M 0.39% +47 Timeline AFLG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,782 shares; 2026Q1: 30,750 shares; 2026Q2: 46,616 shares; 2026Q3: 62,594 shares 62,594 $2.8M 0.36% +15,978 Timeline ZECP ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 74,525 shares 74,525 $2.79M 0.36% +11,232 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 29,689 shares 29,689 $2.79M 0.36% -2,886 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 6,903 shares 6,903 $2.76M 0.36% -579 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; 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; 2026Q3: 30,376 shares 30,376 $2.69M 0.35% -660 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 4,756 shares 4,756 $2.63M 0.34% +493 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,214 shares; 2026Q3: 2,443 shares 2,443 $2.61M 0.34% +1,229 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; 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; 2026Q3: 53,816 shares 53,816 $2.56M 0.33% +25,080 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; 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; 2026Q3: 25,536 shares 25,536 $2.56M 0.33% +9,552 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 13,371 shares 13,371 $2.5M 0.33% +237 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 48,958 shares 48,958 $2.49M 0.32% new Timeline PTRB PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 60,792 shares 60,792 $2.4M 0.31% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 113,721 shares; 2026Q1: 127,239 shares; 2026Q2: 123,190 shares; 2026Q3: 122,689 shares 122,689 $2.36M 0.31% -501 Timeline JIVE 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; 2024Q4: not reported; 2025Q1: 21,336 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 24,382 shares 24,382 $2.32M 0.3% new Timeline FDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 41,250 shares 41,250 $2.31M 0.3% -3,716 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; 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; 2026Q3: 20,728 shares 20,728 $2.24M 0.29% -1,017 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 48,169 shares 48,169 $2.23M 0.29% +7,791 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 1,888 shares 1,888 $2.2M 0.29% +200 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; 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; 2026Q3: 89,049 shares 89,049 $2.19M 0.28% -4,434 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 16,255 shares 16,255 $2.17M 0.28% -860 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,737 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; 2026Q3: 5,623 shares 5,623 $2.14M 0.28% -1,342 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; 2024Q4: 872 shares; 2025Q1: 985 shares; 2025Q2: 948 shares; 2025Q3: 947 shares; 2025Q4: 1,582 shares; 2026Q1: 1,637 shares; 2026Q2: 1,926 shares; 2026Q3: 2,204 shares 2,204 $2.1M 0.27% +278 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; 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; 2026Q3: 16,670 shares 16,670 $2.04M 0.27% +389 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 21,805 shares 21,805 $2.04M 0.27% +580 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,744 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; 2026Q3: 7,119 shares 7,119 $2.03M 0.26% +135 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 6,409 shares 6,409 $2M 0.26% +414 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; 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; 2026Q3: 19,528 shares 19,528 $1.99M 0.26% -1,685 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; 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; 2026Q3: 36,858 shares 36,858 $1.99M 0.26% -675 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 7,419 shares 7,419 $1.95M 0.25% +489 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; 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; 2026Q3: 24,414 shares 24,414 $1.95M 0.25% +1,274 Timeline CLOB VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 38,370 shares 38,370 $1.93M 0.25% new 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; 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; 2026Q3: 5,832 shares 5,832 $1.92M 0.25% +161 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; 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; 2026Q3: 39,562 shares 39,562 $1.92M 0.25% -6,187 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; 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; 2026Q3: 38,189 shares 38,189 $1.91M 0.25% +275 Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 46,859 shares 46,859 $1.9M 0.25% +328 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; 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; 2026Q3: 194,025 shares 194,025 $1.89M 0.25% 0 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; 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; 2026Q3: 13,697 shares 13,697 $1.88M 0.25% -798 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; 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; 2026Q3: 38,301 shares 38,301 $1.87M 0.24% 0 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; 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; 2026Q3: 6,096 shares 6,096 $1.87M 0.24% +713 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 64,490 shares 64,490 $1.86M 0.24% +2,825 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; 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; 2026Q3: 40,554 shares 40,554 $1.85M 0.24% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,984 shares; 2026Q3: 12,231 shares 12,231 $1.85M 0.24% +1,247 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 19,519 shares 19,519 $1.84M 0.24% +1,404 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 15,182 shares 15,182 $1.84M 0.24% +613 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 12,236 shares 12,236 $1.79M 0.23% -135 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 6,657 shares 6,657 $1.77M 0.23% +119 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; 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; 2026Q3: 21,679 shares 21,679 $1.76M 0.23% -100 Timeline SMIZ ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 43,262 shares 43,262 $1.76M 0.23% +8,862 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 38,189 shares; 2026Q1: 40,312 shares; 2026Q2: 40,516 shares; 2026Q3: 39,875 shares 39,875 $1.68M 0.22% -641 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 22,782 shares 22,782 $1.64M 0.21% -742 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; 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; 2026Q3: 31,821 shares 31,821 $1.63M 0.21% +2,286 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 2,796 shares 2,796 $1.59M 0.21% +446 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 6,224 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,461 shares; 2026Q1: 24,710 shares; 2026Q2: 24,414 shares; 2026Q3: 25,043 shares 25,043 $1.58M 0.21% +629 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; 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; 2026Q3: 87,330 shares 87,330 $1.57M 0.2% -40,888 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 23,111 shares 23,111 $1.56M 0.2% +1,544 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; 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; 2026Q3: 114,405 shares 114,405 $1.55M 0.2% +2,215 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 28,169 shares 28,169 $1.54M 0.2% +934 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; 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; 2026Q3: 14,814 shares 14,814 $1.53M 0.2% +319 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 17,703 shares 17,703 $1.53M 0.2% new 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; 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; 2026Q3: 25,092 shares 25,092 $1.51M 0.2% +3,727 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; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares; 2026Q2: 2 shares; 2026Q3: 2 shares 2 $1.49M 0.19% 0 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; 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; 2026Q3: 40,279 shares 40,279 $1.49M 0.19% -1,085 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; 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; 2026Q3: 40,653 shares 40,653 $1.49M 0.19% -2,957 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; 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; 2026Q3: 15,239 shares 15,239 $1.48M 0.19% +410 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 4,089 shares 4,089 $1.47M 0.19% +722 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; 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; 2026Q3: 6,227 shares 6,227 $1.45M 0.19% +35 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; 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; 2026Q3: 28,077 shares 28,077 $1.45M 0.19% -1,181 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 11,403 shares 11,403 $1.43M 0.19% +689 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 9,520 shares 9,520 $1.43M 0.19% +63 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 13,124 shares 13,124 $1.42M 0.18% +651 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 13,239 shares 13,239 $1.36M 0.18% -4,781 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 8,815 shares 8,815 $1.35M 0.18% -83 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; 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; 2026Q3: 26,631 shares 26,631 $1.35M 0.18% +1,987 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; 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; 2026Q3: 23,788 shares 23,788 $1.35M 0.18% -1,495 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; 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; 2026Q3: 50,604 shares 50,604 $1.33M 0.17% +21,617 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 15,236 shares 15,236 $1.31M 0.17% +1,020 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 5,071 shares 5,071 $1.3M 0.17% +338 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; 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; 2026Q3: 27,890 shares 27,890 $1.29M 0.17% 0 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; 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; 2026Q3: 4,016 shares 4,016 $1.27M 0.17% +20 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 2,772 shares 2,772 $1.26M 0.16% +29 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 20,367 shares 20,367 $1.25M 0.16% new 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; 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; 2026Q3: 36,311 shares 36,311 $1.25M 0.16% -1,139 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; 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; 2026Q3: 16,618 shares 16,618 $1.22M 0.16% +101 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 9,245 shares 9,245 $1.22M 0.16% +332 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; 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; 2026Q3: 8,302 shares 8,302 $1.21M 0.16% +1,079 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; 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; 2026Q3: 44,787 shares 44,787 $1.2M 0.16% +1,150 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; 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; 2026Q3: 35,671 shares 35,671 $1.18M 0.15% -731 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; 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; 2026Q3: 17,708 shares 17,708 $1.18M 0.15% +4,093 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; 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; 2026Q3: 41,577 shares 41,577 $1.17M 0.15% +17,916 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; 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; 2026Q3: 10,198 shares 10,198 $1.16M 0.15% +804 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,810 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; 2026Q3: 1,487 shares 1,487 $1.14M 0.15% +87 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 105,996 shares; 2026Q1: 102,982 shares; 2026Q2: 100,670 shares; 2026Q3: 89,893 shares 89,893 $1.13M 0.15% -10,777 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,809 shares; 2025Q3: 1,764 shares; 2025Q4: 5,569 shares; 2026Q1: 5,468 shares; 2026Q2: 5,562 shares; 2026Q3: 6,191 shares 6,191 $1.12M 0.15% +629 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 2,633 shares 2,633 $1.12M 0.15% +86 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 19,280 shares 19,280 $1.11M 0.14% +328 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 4,026 shares 4,026 $1.11M 0.14% -474 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,686 shares; 2026Q1: 5,776 shares; 2026Q2: 8,597 shares; 2026Q3: 11,447 shares 11,447 $1.09M 0.14% +2,850 Timeline ARKY ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 53,638 shares 53,638 $1.09M 0.14% new 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; 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; 2026Q3: 4,905 shares 4,905 $1.08M 0.14% +21 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,096 shares; 2026Q2: 5,945 shares; 2026Q3: 9,365 shares 9,365 $1.08M 0.14% +3,420 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; 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; 2026Q3: 23,882 shares 23,882 $1.08M 0.14% -275 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 5,502 shares 5,502 $1.08M 0.14% -717 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; 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; 2026Q3: 2,069 shares 2,069 $1.07M 0.14% +110 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 22,180 shares 22,180 $1.07M 0.14% -91 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 5,592 shares 5,592 $1.07M 0.14% -3,104 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; 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; 2026Q3: 22,186 shares 22,186 $1.03M 0.13% +2,515 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,585 shares; 2026Q1: 13,262 shares; 2026Q2: 14,750 shares; 2026Q3: 31,766 shares 31,766 $1.03M 0.13% +17,016 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; 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; 2026Q3: 19,138 shares 19,138 $1.03M 0.13% -500 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; 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; 2026Q3: 24,136 shares 24,136 $1.01M 0.13% +2,980 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; 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; 2026Q3: 20,826 shares 20,826 $1M 0.13% -1 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; 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; 2026Q3: 29,921 shares 29,921 $997K 0.13% +109 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; 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; 2026Q3: 6,325 shares 6,325 $993K 0.13% +3,107 Timeline GROZ ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,821 shares; 2026Q3: 27,796 shares 27,796 $978K 0.13% +18,975 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; 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; 2026Q3: 13,894 shares 13,894 $970K 0.13% +2,862 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; 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; 2026Q3: 18,048 shares 18,048 $964K 0.13% +245 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; 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; 2026Q3: 5,595 shares 5,595 $957K 0.12% +213 Timeline ELD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 34,109 shares 34,109 $950K 0.12% -74,251 Timeline QUIZ ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,491 shares; 2026Q1: 22,995 shares; 2026Q2: 23,571 shares; 2026Q3: 32,392 shares 32,392 $943K 0.12% +8,821 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 2,704 shares 2,704 $923K 0.12% -245 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; 2024Q4: 760 shares; 2025Q1: 834 shares; 2025Q2: 848 shares; 2025Q3: 879 shares; 2025Q4: 990 shares; 2026Q1: 1,080 shares; 2026Q2: 1,097 shares; 2026Q3: 1,206 shares 1,206 $923K 0.12% +109 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,012 shares; 2026Q1: 10,503 shares; 2026Q2: 11,679 shares; 2026Q3: 25,121 shares 25,121 $909K 0.12% +13,442 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; 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; 2026Q3: 17,191 shares 17,191 $906K 0.12% -1,643 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 12,797 shares 12,797 $895K 0.12% +3,021 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; 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; 2026Q3: 3,955 shares 3,955 $892K 0.12% +2,498 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 9,299 shares 9,299 $882K 0.11% +528 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; 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; 2026Q3: 18,014 shares 18,014 $864K 0.11% -7,130 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; 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; 2026Q3: 5,828 shares 5,828 $849K 0.11% -90 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,618 shares; 2026Q3: 10,010 shares 10,010 $839K 0.11% +6,392 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; 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; 2026Q3: 19,080 shares 19,080 $838K 0.11% -590 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; 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; 2026Q3: 6,331 shares 6,331 $833K 0.11% +1,233 Timeline AUGM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 23,426 shares 23,426 $829K 0.11% new Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 6,385 shares 6,385 $827K 0.11% +62 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; 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; 2026Q3: 19,213 shares 19,213 $823K 0.11% -1,025 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 9,551 shares 9,551 $816K 0.11% -4,385 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 8,504 shares 8,504 $808K 0.11% +19 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 137 shares; 2025Q1: 147 shares; 2025Q2: 146 shares; 2025Q3: 171 shares; 2025Q4: 184 shares; 2026Q1: 185 shares; 2026Q2: 178 shares; 2026Q3: 464 shares 464 $806K 0.1% +286 Timeline IHAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 11,828 shares 11,828 $800K 0.1% new 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; 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; 2026Q3: 29,214 shares 29,214 $793K 0.1% +376 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,729 shares; 2026Q3: 20,541 shares 20,541 $793K 0.1% +4,812 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 9,311 shares 9,311 $776K 0.1% +387 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; 2024Q4: not reported; 2025Q1: 607 shares; 2025Q2: 462 shares; 2025Q3: not reported; 2025Q4: 667 shares; 2026Q1: 732 shares; 2026Q2: 1,353 shares; 2026Q3: 1,467 shares 1,467 $775K 0.1% +114 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 9,562 shares 9,562 $775K 0.1% new Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,272 shares; 2025Q3: 5,072 shares; 2025Q4: 7,637 shares; 2026Q1: 6,947 shares; 2026Q2: 7,111 shares; 2026Q3: 7,252 shares 7,252 $772K 0.1% +141 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; 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; 2026Q3: 27,208 shares 27,208 $771K 0.1% -1,536 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 9,742 shares 9,742 $769K 0.1% +1,840 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; 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; 2026Q3: 27,746 shares 27,746 $768K 0.1% +280 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; 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; 2026Q3: 6,385 shares 6,385 $768K 0.1% +555 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; 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; 2026Q3: 8,810 shares 8,810 $760K 0.1% -57 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 2,040 shares 2,040 $756K 0.1% +118 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 34,239 shares 34,239 $755K 0.1% new Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 119,271 shares; 2025Q2: 142,359 shares; 2025Q3: 139,278 shares; 2025Q4: 26,475 shares; 2026Q1: 23,943 shares; 2026Q2: 21,258 shares; 2026Q3: 26,061 shares 26,061 $752K 0.1% +4,803 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,306 shares; 2026Q1: 3,306 shares; 2026Q2: 3,306 shares; 2026Q3: 8,740 shares 8,740 $743K 0.1% +5,434 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,255 shares; 2026Q1: 1,409 shares; 2026Q2: 2,223 shares; 2026Q3: 3,028 shares 3,028 $738K 0.1% +805 Timeline FIIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,957 shares; 2026Q1: 26,782 shares; 2026Q2: 34,965 shares; 2026Q3: 37,423 shares 37,423 $738K 0.1% +2,458 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,494 shares; 2025Q4: 3,202 shares; 2026Q1: 4,435 shares; 2026Q2: 4,437 shares; 2026Q3: 4,865 shares 4,865 $737K 0.1% +428 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 5,112 shares; 2025Q2: 5,120 shares; 2025Q3: 5,127 shares; 2025Q4: 5,045 shares; 2026Q1: 5,031 shares; 2026Q2: 4,924 shares; 2026Q3: 4,796 shares 4,796 $729K 0.09% -128 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; 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; 2026Q3: 2,177 shares 2,177 $727K 0.09% +138 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 9,666 shares 9,666 $725K 0.09% +239 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; 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; 2026Q3: 26,468 shares 26,468 $721K 0.09% -815 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; 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; 2026Q3: 18,091 shares 18,091 $720K 0.09% +7,312 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,895 shares; 2025Q3: 3,071 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,109 shares; 2026Q3: 2,722 shares 2,722 $719K 0.09% +613 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; 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; 2026Q3: 3,392 shares 3,392 $711K 0.09% +160 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 400 shares; 2025Q1: 463 shares; 2025Q2: 477 shares; 2025Q3: 497 shares; 2025Q4: 538 shares; 2026Q1: 579 shares; 2026Q2: 621 shares; 2026Q3: 665 shares 665 $709K 0.09% +44 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 3,766 shares 3,766 $707K 0.09% +789 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,650 shares; 2026Q1: 31,786 shares; 2026Q2: 35,417 shares; 2026Q3: 36,419 shares 36,419 $705K 0.09% +1,002 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; 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; 2026Q3: 3,094 shares 3,094 $705K 0.09% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 438 shares; 2025Q4: 462 shares; 2026Q1: not reported; 2026Q2: 506 shares; 2026Q3: 2,657 shares 2,657 $703K 0.09% +2,151 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; 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; 2026Q3: 28,595 shares 28,595 $702K 0.09% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 2,830 shares 2,830 $702K 0.09% 0 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; 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; 2026Q3: 1,707 shares 1,707 $699K 0.09% +557 Timeline JMTG 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 14,450 shares 14,450 $698K 0.09% new Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 14,255 shares 14,255 $696K 0.09% +1,519 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; 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; 2026Q3: 25,538 shares 25,538 $685K 0.09% 0 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; 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; 2026Q3: 3,860 shares 3,860 $684K 0.09% +269 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; 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; 2026Q3: 5,287 shares 5,287 $683K 0.09% -203 Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 33,471 shares 33,471 $678K 0.09% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,402 shares; 2026Q2: 4,646 shares; 2026Q3: 7,041 shares 7,041 $676K 0.09% +2,395 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; 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; 2026Q3: 17,751 shares 17,751 $674K 0.09% +4,501 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,004 shares; 2026Q3: 11,580 shares 11,580 $664K 0.09% +7,576 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 2,499 shares 2,499 $662K 0.09% +197 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; 2024Q4: 419 shares; 2025Q1: 493 shares; 2025Q2: 505 shares; 2025Q3: 510 shares; 2025Q4: 553 shares; 2026Q1: 589 shares; 2026Q2: 644 shares; 2026Q3: 685 shares 685 $654K 0.09% +41 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; 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; 2026Q3: 62,016 shares 62,016 $644K 0.08% +1,263 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; 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; 2026Q3: 14,435 shares 14,435 $643K 0.08% -272 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 4,641 shares 4,641 $642K 0.08% +365 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; 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; 2026Q3: 28,556 shares 28,556 $631K 0.08% +96 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; 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; 2026Q3: 125,583 shares 125,583 $630K 0.08% +25,345 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,130 shares; 2026Q1: 7,907 shares; 2026Q2: 8,228 shares; 2026Q3: 10,227 shares 10,227 $621K 0.08% +1,999 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 10,666 shares 10,666 $618K 0.08% new 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; 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; 2026Q3: 10,745 shares 10,745 $614K 0.08% -900 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; 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; 2026Q3: 43,635 shares 43,635 $613K 0.08% +423 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; 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; 2026Q3: 26,969 shares 26,969 $613K 0.08% +4,998 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 13,840 shares 13,840 $610K 0.08% -98,752 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 7,182 shares 7,182 $610K 0.08% +3,902 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; 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; 2026Q3: 2,692 shares 2,692 $609K 0.08% +263 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,208 shares; 2026Q3: 9,727 shares 9,727 $587K 0.08% +2,519 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 2,539 shares 2,539 $586K 0.08% -661 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; 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; 2026Q3: 15,250 shares 15,250 $586K 0.08% -250 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; 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; 2026Q3: 22,822 shares 22,822 $577K 0.08% +9,519 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; 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; 2026Q3: 14,015 shares 14,015 $566K 0.07% -274 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; 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; 2026Q3: 41,991 shares 41,991 $564K 0.07% +11,664 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; 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; 2026Q3: 17,735 shares 17,735 $562K 0.07% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 2,501 shares 2,501 $562K 0.07% +185 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 693 shares; 2025Q1: 797 shares; 2025Q2: 793 shares; 2025Q3: 797 shares; 2025Q4: 823 shares; 2026Q1: 856 shares; 2026Q2: 885 shares; 2026Q3: 1,095 shares 1,095 $558K 0.07% +210 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 4,252 shares 4,252 $556K 0.07% +187 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,656 shares; 2026Q1: 7,131 shares; 2026Q2: 8,484 shares; 2026Q3: 8,561 shares 8,561 $550K 0.07% +77 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; 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; 2026Q3: 1,921 shares 1,921 $538K 0.07% +69 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,636 shares; 2026Q2: 9,094 shares; 2026Q3: 11,460 shares 11,460 $538K 0.07% +2,366 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; 2024Q4: 660 shares; 2025Q1: 794 shares; 2025Q2: 793 shares; 2025Q3: 795 shares; 2025Q4: 937 shares; 2026Q1: 938 shares; 2026Q2: 940 shares; 2026Q3: 1,109 shares 1,109 $536K 0.07% +169 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; 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; 2026Q3: 9,777 shares 9,777 $533K 0.07% -1,979 Timeline FTGS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,808 shares; 2026Q2: 13,026 shares; 2026Q3: 13,960 shares 13,960 $532K 0.07% +934 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 2,648 shares 2,648 $525K 0.07% +203 Timeline RNST RENASANT CORP More: the full row for RENASANT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 13,472 shares 13,472 $524K 0.07% -1,000 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; 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; 2026Q3: 11,584 shares 11,584 $523K 0.07% +603 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; 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; 2026Q3: 6,728 shares 6,728 $521K 0.07% +140 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; 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; 2026Q3: 1,421 shares 1,421 $518K 0.07% -11 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; 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; 2026Q3: 4,920 shares 4,920 $518K 0.07% -3,174 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 37,060 shares 37,060 $514K 0.07% +13,972 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; 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; 2026Q3: 4,117 shares 4,117 $513K 0.07% +396 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; 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; 2026Q3: 3,528 shares 3,528 $510K 0.07% +186 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; 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; 2026Q3: 2,376 shares 2,376 $507K 0.07% +188 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,487 shares; 2026Q1: 11,291 shares; 2026Q2: 12,886 shares; 2026Q3: 30,814 shares 30,814 $504K 0.07% +17,928 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 3,376 shares 3,376 $500K 0.07% 0 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; 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; 2026Q3: 3,003 shares 3,003 $495K 0.06% +184 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 3,158 shares 3,158 $492K 0.06% +215 Timeline FLIN FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 14,595 shares 14,595 $489K 0.06% 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; 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; 2026Q3: 2,305 shares 2,305 $474K 0.06% +112 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 2,053 shares; 2025Q2: 2,130 shares; 2025Q3: 2,304 shares; 2025Q4: 2,741 shares; 2026Q1: 3,035 shares; 2026Q2: 3,176 shares; 2026Q3: 3,496 shares 3,496 $470K 0.06% +320 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; 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; 2026Q3: 8,262 shares 8,262 $468K 0.06% -17,519 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; 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; 2026Q3: 9,904 shares 9,904 $462K 0.06% 0 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 7,979 shares 7,979 $461K 0.06% +412 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; 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; 2026Q3: 10,955 shares 10,955 $457K 0.06% +1,062 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,214 shares; 2026Q3: 845 shares 845 $455K 0.06% -369 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 5,629 shares 5,629 $451K 0.06% +248 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 2,002 shares 2,002 $451K 0.06% +109 Timeline COM DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 12,897 shares 12,897 $449K 0.06% new 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; 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; 2026Q3: 9,470 shares 9,470 $448K 0.06% -3,822 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,112 shares; 2026Q1: 4,113 shares; 2026Q2: 3,214 shares; 2026Q3: 2,954 shares 2,954 $448K 0.06% -260 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; 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; 2026Q3: 4,099 shares 4,099 $447K 0.06% -1,209 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; 2024Q4: 776 shares; 2025Q1: 828 shares; 2025Q2: 854 shares; 2025Q3: 909 shares; 2025Q4: 1,016 shares; 2026Q1: 1,109 shares; 2026Q2: 1,138 shares; 2026Q3: 1,228 shares 1,228 $444K 0.06% +90 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; 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; 2026Q3: 8,793 shares 8,793 $444K 0.06% -68,512 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 5,835 shares 5,835 $440K 0.06% -2,120 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,382 shares; 2026Q2: 5,027 shares; 2026Q3: 5,251 shares 5,251 $438K 0.06% +224 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; 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; 2026Q3: 6,762 shares 6,762 $437K 0.06% -173 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; 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; 2026Q3: 15,585 shares 15,585 $435K 0.06% +243 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,748 shares; 2026Q2: 15,365 shares; 2026Q3: 13,892 shares 13,892 $429K 0.06% -1,473 Timeline INFL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 8,466 shares 8,466 $425K 0.06% new 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; 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; 2026Q3: 5,442 shares 5,442 $420K 0.05% -48 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,735 shares; 2025Q4: 3,837 shares; 2026Q1: 3,824 shares; 2026Q2: 3,966 shares; 2026Q3: 4,241 shares 4,241 $413K 0.05% +275 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 1,430 shares 1,430 $412K 0.05% -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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,018 shares; 2026Q3: 1,381 shares 1,381 $410K 0.05% +363 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; 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; 2026Q3: 4,544 shares 4,544 $409K 0.05% +229 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,650 shares; 2026Q1: 3,667 shares; 2026Q2: 7,369 shares; 2026Q3: 7,405 shares 7,405 $401K 0.05% +36 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 4,039 shares 4,039 $399K 0.05% +8 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 777 shares; 2026Q1: 862 shares; 2026Q2: 894 shares; 2026Q3: 985 shares 985 $398K 0.05% +91 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; 2024Q4: 675 shares; 2025Q1: 730 shares; 2025Q2: 752 shares; 2025Q3: 805 shares; 2025Q4: 941 shares; 2026Q1: 1,032 shares; 2026Q2: 1,067 shares; 2026Q3: 1,181 shares 1,181 $397K 0.05% +114 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; 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; 2026Q3: 14,205 shares 14,205 $396K 0.05% +100 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,018 shares; 2026Q2: 4,655 shares; 2026Q3: 7,481 shares 7,481 $393K 0.05% +2,826 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,118 shares; 2025Q4: 1,245 shares; 2026Q1: 1,377 shares; 2026Q2: 1,435 shares; 2026Q3: 1,711 shares 1,711 $392K 0.05% +276 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; 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; 2026Q3: 12,845 shares 12,845 $387K 0.05% +630 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; 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; 2026Q3: 2,449 shares 2,449 $386K 0.05% +177 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; 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; 2026Q3: 2,813 shares 2,813 $381K 0.05% 0 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,043 shares; 2026Q3: 5,273 shares 5,273 $378K 0.05% +230 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 571 shares; 2025Q4: 606 shares; 2026Q1: 632 shares; 2026Q2: 690 shares; 2026Q3: 725 shares 725 $375K 0.05% +35 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; 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; 2026Q3: 2,150 shares 2,150 $374K 0.05% +174 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 5,219 shares 5,219 $373K 0.05% +8 Timeline AGZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 3,506 shares 3,506 $373K 0.05% -5,814 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; 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; 2026Q3: 33,863 shares 33,863 $372K 0.05% -453 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; 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; 2026Q3: 5,323 shares 5,323 $371K 0.05% -36,804 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 7,637 shares 7,637 $370K 0.05% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,455 shares; 2026Q2: 24,433 shares; 2026Q3: 24,186 shares 24,186 $369K 0.05% -247 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 691 shares; 2026Q1: 711 shares; 2026Q2: 699 shares; 2026Q3: 702 shares 702 $357K 0.05% +3 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 6,385 shares 6,385 $348K 0.05% -204 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 437 shares; 2025Q4: 553 shares; 2026Q1: 603 shares; 2026Q2: 4,101 shares; 2026Q3: 3,850 shares 3,850 $348K 0.05% -251 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,754 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,676 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,751 shares; 2026Q3: 2,405 shares 2,405 $346K 0.05% -346 Timeline PFIX SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 5,505 shares 5,505 $346K 0.05% new 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; 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; 2026Q3: 18,222 shares 18,222 $338K 0.04% +259 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; 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; 2026Q3: 12,248 shares 12,248 $336K 0.04% -65 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 486 shares; 2025Q1: 827 shares; 2025Q2: 770 shares; 2025Q3: 772 shares; 2025Q4: 784 shares; 2026Q1: 819 shares; 2026Q2: 504 shares; 2026Q3: 500 shares 500 $336K 0.04% -4 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,764 shares; 2026Q3: 27,880 shares 27,880 $335K 0.04% +17,116 Timeline TRFM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 5,658 shares 5,658 $334K 0.04% new 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; 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; 2026Q3: 1,527 shares 1,527 $333K 0.04% -141 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; 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; 2026Q3: 4,942 shares 4,942 $333K 0.04% +142 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 434 shares; 2025Q3: 462 shares; 2025Q4: 536 shares; 2026Q1: 604 shares; 2026Q2: 635 shares; 2026Q3: 707 shares 707 $327K 0.04% +72 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; 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; 2026Q3: 6,178 shares 6,178 $312K 0.04% +430 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 4,605 shares; 2025Q2: 6,871 shares; 2025Q3: 6,773 shares; 2025Q4: 6,647 shares; 2026Q1: 6,572 shares; 2026Q2: 3,477 shares; 2026Q3: 3,488 shares 3,488 $312K 0.04% +11 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; 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; 2026Q3: 4,504 shares 4,504 $311K 0.04% +428 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,505 shares; 2026Q1: 2,965 shares; 2026Q2: 2,965 shares; 2026Q3: 3,007 shares 3,007 $311K 0.04% +42 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; 2024Q4: 160 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,600 shares; 2026Q1: 1,600 shares; 2026Q2: 1,630 shares; 2026Q3: 1,630 shares 1,630 $309K 0.04% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 353 shares; 2026Q1: not reported; 2026Q2: 407 shares; 2026Q3: 448 shares 448 $308K 0.04% +41 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 3,279 shares 3,279 $308K 0.04% -354 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; 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; 2026Q3: 1,364 shares 1,364 $302K 0.04% +11 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,000 shares; 2025Q3: 1,857 shares; 2025Q4: 1,860 shares; 2026Q1: 1,813 shares; 2026Q2: 1,813 shares; 2026Q3: 1,813 shares 1,813 $301K 0.04% 0 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 8,033 shares 8,033 $301K 0.04% new Timeline AIS TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 4,019 shares 4,019 $300K 0.04% new 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; 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; 2026Q3: 1,530 shares 1,530 $299K 0.04% +97 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,644 shares; 2025Q4: 1,644 shares; 2026Q1: 1,644 shares; 2026Q2: 1,644 shares; 2026Q3: 1,420 shares 1,420 $299K 0.04% -224 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,895 shares; 2025Q3: 1,898 shares; 2025Q4: 1,481 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,157 shares 1,157 $295K 0.04% new Timeline KMLM KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 9,349 shares 9,349 $291K 0.04% new 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; 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; 2026Q3: 2,454 shares 2,454 $290K 0.04% +229 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; 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; 2026Q3: 4,738 shares 4,738 $290K 0.04% +635 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 799 shares; 2026Q2: 835 shares; 2026Q3: 919 shares 919 $289K 0.04% +84 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; 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; 2026Q3: 3,370 shares 3,370 $288K 0.04% -4 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; 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; 2026Q3: 3,762 shares 3,762 $287K 0.04% +150 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,550 shares 3,550 $287K 0.04% new Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 109 shares; 2025Q1: 101 shares; 2025Q2: 101 shares; 2025Q3: 101 shares; 2025Q4: 101 shares; 2026Q1: 101 shares; 2026Q2: 101 shares; 2026Q3: 101 shares 101 $286K 0.04% 0 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,000 shares 1,000 $285K 0.04% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,050 shares; 2026Q2: 12,050 shares; 2026Q3: 12,050 shares 12,050 $284K 0.04% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,475 shares; 2026Q3: 5,887 shares 5,887 $283K 0.04% -1,588 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,762 shares 1,762 $282K 0.04% new 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; 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; 2026Q3: 7,538 shares 7,538 $281K 0.04% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,713 shares; 2025Q4: 2,127 shares; 2026Q1: not reported; 2026Q2: 2,210 shares; 2026Q3: 2,413 shares 2,413 $276K 0.04% +203 Timeline GAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 6,527 shares 6,527 $275K 0.04% new Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 5,179 shares 5,179 $273K 0.04% new Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 1,900 shares 1,900 $270K 0.04% +40 Timeline IEO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,516 shares; 2026Q2: 2,225 shares; 2026Q3: 2,025 shares 2,025 $267K 0.03% -200 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; 2024Q4: 926 shares; 2025Q1: 968 shares; 2025Q2: 981 shares; 2025Q3: 1,009 shares; 2025Q4: 1,083 shares; 2026Q1: 542 shares; 2026Q2: 542 shares; 2026Q3: 542 shares 542 $267K 0.03% 0 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 146 shares 146 $265K 0.03% new Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 2,469 shares 2,469 $263K 0.03% -19 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 11,014 shares 11,014 $262K 0.03% new Timeline CALI BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 5,250 shares 5,250 $262K 0.03% 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; 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; 2026Q3: 4,651 shares 4,651 $260K 0.03% +33 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; 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; 2026Q3: 21,449 shares 21,449 $259K 0.03% +8,247 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; 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; 2026Q3: 5,883 shares 5,883 $258K 0.03% +154 Timeline ILF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,445 shares; 2025Q3: 7,765 shares; 2025Q4: 6,549 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 7,446 shares 7,446 $257K 0.03% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,968 shares; 2026Q3: 2,979 shares 2,979 $255K 0.03% +11 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 6,878 shares 6,878 $255K 0.03% new 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; 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; 2026Q3: 8,729 shares 8,729 $253K 0.03% -751 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; 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; 2026Q3: 3,624 shares 3,624 $252K 0.03% +130 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,566 shares; 2026Q3: 1,644 shares 1,644 $250K 0.03% +78 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 163 shares; 2026Q3: 143 shares 143 $249K 0.03% -20 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,105 shares; 2026Q2: 3,224 shares; 2026Q3: 3,571 shares 3,571 $246K 0.03% +347 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,477 shares; 2026Q3: 3,801 shares 3,801 $245K 0.03% +324 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 8,733 shares 8,733 $244K 0.03% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,153 shares; 2025Q4: 853 shares; 2026Q1: 917 shares; 2026Q2: 1,000 shares; 2026Q3: 1,088 shares 1,088 $242K 0.03% +88 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,562 shares; 2026Q1: 5,603 shares; 2026Q2: 5,454 shares; 2026Q3: 5,502 shares 5,502 $242K 0.03% +48 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,188 shares; 2025Q1: 836 shares; 2025Q2: 848 shares; 2025Q3: 854 shares; 2025Q4: 918 shares; 2026Q1: 978 shares; 2026Q2: 1,041 shares; 2026Q3: 1,059 shares 1,059 $242K 0.03% +18 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 867 shares; 2026Q3: 867 shares 867 $241K 0.03% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,545 shares; 2026Q3: 1,672 shares 1,672 $241K 0.03% +127 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; 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; 2026Q3: 9,154 shares 9,154 $237K 0.03% 0 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; 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; 2026Q3: 2,278 shares 2,278 $236K 0.03% -3,393 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 758 shares; 2026Q3: 786 shares 786 $236K 0.03% +28 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 6,414 shares 6,414 $236K 0.03% new Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,049 shares 2,049 $232K 0.03% new Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 4,584 shares 4,584 $231K 0.03% new Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,734 shares 1,734 $231K 0.03% 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,703 shares; 2026Q3: 1,362 shares 1,362 $230K 0.03% -341 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; 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; 2026Q3: 1,438 shares 1,438 $230K 0.03% -57 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; 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; 2026Q3: 2,534 shares 2,534 $227K 0.03% +5 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; 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; 2026Q3: 2,035 shares 2,035 $226K 0.03% -7 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 665 shares; 2026Q3: 784 shares 784 $224K 0.03% +119 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; 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; 2026Q3: 2,284 shares 2,284 $223K 0.03% +1 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 4,314 shares 4,314 $221K 0.03% -937 Timeline ARKG ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 4,075 shares 4,075 $221K 0.03% new Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,140 shares; 2025Q4: 2,092 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,560 shares 2,560 $221K 0.03% new 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; 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; 2026Q3: 3,014 shares 3,014 $220K 0.03% -278 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,116 shares; 2026Q1: 1,118 shares; 2026Q2: 1,071 shares; 2026Q3: 1,067 shares 1,067 $218K 0.03% -4 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 853 shares; 2026Q3: 853 shares 853 $216K 0.03% 0 Timeline PDBA 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 5,672 shares 5,672 $213K 0.03% new Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,272 shares 3,272 $211K 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,826 shares; 2026Q2: 6,021 shares; 2026Q3: 6,534 shares 6,534 $211K 0.03% +513 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 1,147 shares 1,147 $211K 0.03% 0 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,250 shares 2,250 $211K 0.03% new Timeline TRMK TRUSTMARK CORP More: the full row for TRUSTMARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 4,688 shares 4,688 $210K 0.03% -500 Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 782 shares 782 $210K 0.03% new Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 211 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 470 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,541 shares 1,541 $210K 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,036 shares; 2026Q1: not reported; 2026Q2: 500 shares; 2026Q3: 501 shares 501 $209K 0.03% +1 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,748 shares; 2026Q3: 3,498 shares 3,498 $207K 0.03% -250 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; 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; 2026Q3: 10,707 shares 10,707 $207K 0.03% -511 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,166 shares; 2026Q3: 3,318 shares 3,318 $205K 0.03% +152 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 4,600 shares 4,600 $205K 0.03% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,582 shares; 2026Q3: 5,582 shares 5,582 $205K 0.03% 0 Timeline UPRO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,382 shares 1,382 $203K 0.03% new Timeline EWT ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,797 shares 1,797 $203K 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,248 shares; 2026Q1: 3,302 shares; 2026Q2: 3,084 shares; 2026Q3: 2,798 shares 2,798 $203K 0.03% -286 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 960 shares; 2026Q3: 959 shares 959 $202K 0.03% -1 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,482 shares 3,482 $202K 0.03% new Timeline ARKF ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,550 shares; 2025Q3: 4,490 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 4,405 shares 4,405 $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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,155 shares; 2026Q2: 18,370 shares; 2026Q3: 18,580 shares 18,580 $195K 0.03% +210 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; 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; 2026Q3: 14,678 shares 14,678 $156K 0.02% -263,076 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 12,015 shares 12,015 $122K 0.02% -346 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; 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; 2026Q3: 18,550 shares 18,550 $75.6K 0.01% +4,268 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; 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; 2026Q3: 18,261 shares 18,261 $62.1K 0.01% +2,587 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; 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; 2026Q3: 14,261 shares 14,261 $57K 0.01% +125 Timeline