AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 591,583 shares; 2024Q4: 460,566 shares; 2025Q1: 462,041 shares; 2025Q2: 460,447 shares; 2025Q3: 454,592 shares; 2025Q4: 447,970 shares; 2026Q1: 453,422 shares; 2026Q2: 478,371 shares 478,371 $138M 2.94% +24,949 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 918,498 shares; 2024Q4: 869,440 shares; 2025Q1: 1,189,682 shares; 2025Q2: 1,339,077 shares; 2025Q3: 1,391,783 shares; 2025Q4: 1,461,794 shares; 2026Q1: 1,646,902 shares; 2026Q2: 1,828,577 shares 1,828,577 $111M 2.36% +181,675 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 625,609 shares; 2024Q4: 532,413 shares; 2025Q1: 547,245 shares; 2025Q2: 549,980 shares; 2025Q3: 531,239 shares; 2025Q4: 517,410 shares; 2026Q1: 517,912 shares; 2026Q2: 502,653 shares 502,653 $101M 2.14% -15,259 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 489,963 shares; 2024Q4: 488,049 shares; 2025Q1: 543,666 shares; 2025Q2: 552,140 shares; 2025Q3: 559,378 shares; 2025Q4: 583,434 shares; 2026Q1: 652,119 shares; 2026Q2: 765,741 shares 765,741 $91.1M 1.94% +113,622 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,922 shares; 2024Q4: 19,173 shares; 2025Q1: 25,911 shares; 2025Q2: 22,241 shares; 2025Q3: 489,131 shares; 2025Q4: 725,137 shares; 2026Q1: 990,537 shares; 2026Q2: 1,281,560 shares 1,281,560 $87.2M 1.85% +291,023 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,640 shares; 2024Q4: 30,482 shares; 2025Q1: 190,241 shares; 2025Q2: 194,873 shares; 2025Q3: 195,237 shares; 2025Q4: 195,388 shares; 2026Q1: 196,718 shares; 2026Q2: 192,857 shares 192,857 $81.1M 1.73% -3,861 Timeline INVESCO QQQ TR INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 104,657 shares 104,657 $77.1M 1.64% new USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,905,593 shares; 2024Q4: 1,670,313 shares; 2025Q1: 2,000,086 shares; 2025Q2: 2,176,529 shares; 2025Q3: 2,031,588 shares; 2025Q4: 1,915,280 shares; 2026Q1: 1,781,664 shares; 2026Q2: 1,368,150 shares 1,368,150 $68.9M 1.47% -413,514 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 789,976 shares; 2024Q4: 852,437 shares; 2025Q1: 467,867 shares; 2025Q2: 636,649 shares; 2025Q3: 758,546 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 727,035 shares 727,035 $63.9M 1.36% new Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,157 shares; 2024Q4: 63,053 shares; 2025Q1: 63,489 shares; 2025Q2: 100,901 shares; 2025Q3: 101,984 shares; 2025Q4: 102,554 shares; 2026Q1: 102,838 shares; 2026Q2: 84,992 shares 84,992 $63.6M 1.35% -17,846 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 102,513 shares; 2024Q4: 92,480 shares; 2025Q1: 85,924 shares; 2025Q2: 83,643 shares; 2025Q3: 83,319 shares; 2025Q4: 60,475 shares; 2026Q1: not reported; 2026Q2: 81,635 shares 81,635 $61M 1.3% new Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,526,832 shares; 2024Q4: 1,593,651 shares; 2025Q1: 1,640,254 shares; 2025Q2: 1,528,390 shares; 2025Q3: 1,534,032 shares; 2025Q4: 1,679,663 shares; 2026Q1: 1,666,914 shares; 2026Q2: 1,411,271 shares 1,411,271 $51.6M 1.1% -255,643 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 138,242 shares; 2024Q4: 120,895 shares; 2025Q1: 126,183 shares; 2025Q2: 124,335 shares; 2025Q3: 122,853 shares; 2025Q4: 122,460 shares; 2026Q1: 137,964 shares; 2026Q2: 137,154 shares 137,154 $51.2M 1.09% -810 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 242,035 shares; 2024Q4: 197,075 shares; 2025Q1: 199,664 shares; 2025Q2: 209,485 shares; 2025Q3: 206,819 shares; 2025Q4: 207,952 shares; 2026Q1: 215,282 shares; 2026Q2: 212,783 shares 212,783 $50.7M 1.08% -2,499 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 382,109 shares; 2024Q4: 471,303 shares; 2025Q1: 518,882 shares; 2025Q2: 540,620 shares; 2025Q3: 533,199 shares; 2025Q4: 562,084 shares; 2026Q1: 620,816 shares; 2026Q2: 716,998 shares 716,998 $49.1M 1.05% +96,182 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 291,946 shares; 2024Q4: 157,769 shares; 2025Q1: 162,564 shares; 2025Q2: 164,656 shares; 2025Q3: 163,943 shares; 2025Q4: 189,048 shares; 2026Q1: 186,492 shares; 2026Q2: 147,840 shares 147,840 $44.4M 0.94% -38,652 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 601,438 shares; 2024Q4: 638,984 shares; 2025Q1: 437,051 shares; 2025Q2: 472,038 shares; 2025Q3: 502,044 shares; 2025Q4: 495,380 shares; 2026Q1: 722,236 shares; 2026Q2: 496,288 shares 496,288 $42.9M 0.91% -225,948 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,177 shares; 2024Q4: 18,064 shares; 2025Q1: 30,277 shares; 2025Q2: 30,936 shares; 2025Q3: 31,686 shares; 2025Q4: 30,221 shares; 2026Q1: 35,451 shares; 2026Q2: 35,510 shares 35,510 $42.6M 0.91% +59 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 128,543 shares; 2024Q4: 122,459 shares; 2025Q1: 115,653 shares; 2025Q2: 113,322 shares; 2025Q3: 114,080 shares; 2025Q4: 228,682 shares; 2026Q1: 224,626 shares; 2026Q2: 219,506 shares 219,506 $41.8M 0.89% -5,120 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 280,424 shares; 2024Q4: 13,777 shares; 2025Q1: 12,012 shares; 2025Q2: 28,511 shares; 2025Q3: 29,383 shares; 2025Q4: 73,486 shares; 2026Q1: 790,591 shares; 2026Q2: 1,464,466 shares 1,464,466 $41.6M 0.88% +673,875 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,452 shares; 2024Q4: 229,750 shares; 2025Q1: 269,624 shares; 2025Q2: 285,071 shares; 2025Q3: 384,842 shares; 2025Q4: 483,815 shares; 2026Q1: 462,739 shares; 2026Q2: 421,788 shares 421,788 $40.7M 0.87% -40,951 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 353,903 shares; 2025Q4: 538,317 shares; 2026Q1: 683,919 shares; 2026Q2: 720,220 shares 720,220 $38M 0.81% +36,301 Timeline YEAR AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,127 shares; 2024Q4: 41,407 shares; 2025Q1: 453,636 shares; 2025Q2: 342,235 shares; 2025Q3: 412,719 shares; 2025Q4: 421,433 shares; 2026Q1: 679,751 shares; 2026Q2: 751,307 shares 751,307 $37.8M 0.8% +71,556 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 257,514 shares; 2024Q4: 282,600 shares; 2025Q1: 328,604 shares; 2025Q2: 351,144 shares; 2025Q3: 368,823 shares; 2025Q4: 370,679 shares; 2026Q1: 380,695 shares; 2026Q2: 404,776 shares 404,776 $36M 0.77% +24,081 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 98,287 shares; 2024Q4: 85,663 shares; 2025Q1: 84,567 shares; 2025Q2: 83,008 shares; 2025Q3: 80,284 shares; 2025Q4: 83,806 shares; 2026Q1: 86,822 shares; 2026Q2: 88,586 shares 88,586 $31.7M 0.67% +1,764 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 313,249 shares; 2024Q4: 163,056 shares; 2025Q1: 186,771 shares; 2025Q2: 187,361 shares; 2025Q3: 174,342 shares; 2025Q4: 176,023 shares; 2026Q1: 276,301 shares; 2026Q2: 282,464 shares 282,464 $30.8M 0.66% +6,163 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 228,215 shares; 2024Q4: 293,887 shares; 2025Q1: 316,340 shares; 2025Q2: 430,536 shares; 2025Q3: 452,590 shares; 2025Q4: 464,109 shares; 2026Q1: 445,408 shares; 2026Q2: 381,585 shares 381,585 $29.2M 0.62% -63,823 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 116,148 shares; 2024Q4: 87,092 shares; 2025Q1: 88,024 shares; 2025Q2: 90,796 shares; 2025Q3: 87,586 shares; 2025Q4: 86,445 shares; 2026Q1: 87,238 shares; 2026Q2: 79,727 shares 79,727 $28.2M 0.6% -7,511 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,274 shares; 2024Q4: 62,926 shares; 2025Q1: 77,463 shares; 2025Q2: 78,004 shares; 2025Q3: 72,813 shares; 2025Q4: 70,915 shares; 2026Q1: 76,188 shares; 2026Q2: 73,875 shares 73,875 $27.9M 0.59% -2,313 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 294,784 shares; 2025Q3: 402,470 shares; 2025Q4: 441,060 shares; 2026Q1: 523,659 shares; 2026Q2: 641,857 shares 641,857 $27.7M 0.59% +118,198 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; 2024Q3: 377,596 shares; 2024Q4: 402,206 shares; 2025Q1: 450,427 shares; 2025Q2: 509,697 shares; 2025Q3: 409,624 shares; 2025Q4: 417,447 shares; 2026Q1: 444,545 shares; 2026Q2: 517,376 shares 517,376 $27.1M 0.58% +72,831 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 207,658 shares; 2024Q4: 215,653 shares; 2025Q1: 210,425 shares; 2025Q2: 251,968 shares; 2025Q3: 212,817 shares; 2025Q4: 218,528 shares; 2026Q1: 207,760 shares; 2026Q2: 118,519 shares 118,519 $26M 0.55% -89,241 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,131 shares; 2024Q4: 326,432 shares; 2025Q1: 246,011 shares; 2025Q2: 253,816 shares; 2025Q3: 81,294 shares; 2025Q4: 287,689 shares; 2026Q1: 530,350 shares; 2026Q2: 521,161 shares 521,161 $25.8M 0.55% -9,189 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,681 shares; 2024Q4: 38,493 shares; 2025Q1: 38,481 shares; 2025Q2: 40,888 shares; 2025Q3: 40,123 shares; 2025Q4: 42,562 shares; 2026Q1: 44,359 shares; 2026Q2: 44,683 shares 44,683 $25.2M 0.54% +324 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 698,259 shares; 2024Q4: 658,761 shares; 2025Q1: 396,929 shares; 2025Q2: 402,017 shares; 2025Q3: 401,152 shares; 2025Q4: 394,802 shares; 2026Q1: 406,494 shares; 2026Q2: 477,329 shares 477,329 $24.1M 0.51% +70,835 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,797 shares; 2024Q4: 57,003 shares; 2025Q1: 63,769 shares; 2025Q2: 67,751 shares; 2025Q3: 66,806 shares; 2025Q4: 67,221 shares; 2026Q1: 72,354 shares; 2026Q2: 73,319 shares 73,319 $24M 0.51% +965 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,421 shares; 2024Q4: 29,155 shares; 2025Q1: 64,159 shares; 2025Q2: 149,952 shares; 2025Q3: 161,419 shares; 2025Q4: 166,868 shares; 2026Q1: 76,176 shares; 2026Q2: 75,295 shares 75,295 $22.8M 0.49% -881 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 131,994 shares; 2024Q4: 161,512 shares; 2025Q1: 129,289 shares; 2025Q2: 132,344 shares; 2025Q3: 62,493 shares; 2025Q4: 48,079 shares; 2026Q1: 143,995 shares; 2026Q2: 181,968 shares 181,968 $22.6M 0.48% +37,973 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 146,238 shares; 2024Q4: 111,217 shares; 2025Q1: 125,178 shares; 2025Q2: 117,669 shares; 2025Q3: 114,691 shares; 2025Q4: 113,533 shares; 2026Q1: 149,478 shares; 2026Q2: 121,925 shares 121,925 $22.6M 0.48% -27,553 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 247,577 shares; 2024Q4: 235,786 shares; 2025Q1: 232,962 shares; 2025Q2: 236,612 shares; 2025Q3: 256,849 shares; 2025Q4: 260,075 shares; 2026Q1: 244,557 shares; 2026Q2: 274,745 shares 274,745 $22.3M 0.47% +30,188 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,632 shares; 2024Q4: 25,822 shares; 2025Q1: 25,009 shares; 2025Q2: 24,412 shares; 2025Q3: 24,693 shares; 2025Q4: 31,889 shares; 2026Q1: 29,361 shares; 2026Q2: 32,261 shares 32,261 $22.2M 0.47% +2,900 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 170,398 shares; 2024Q4: 155,394 shares; 2025Q1: 163,055 shares; 2025Q2: 170,153 shares; 2025Q3: 161,938 shares; 2025Q4: 162,384 shares; 2026Q1: 177,071 shares; 2026Q2: 193,525 shares 193,525 $21.9M 0.47% +16,454 Timeline FLXR TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,814 shares; 2025Q3: 9,688 shares; 2025Q4: 189,535 shares; 2026Q1: 408,368 shares; 2026Q2: 542,760 shares 542,760 $21.3M 0.45% +134,392 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,164 shares; 2024Q4: 24,315 shares; 2025Q1: 23,399 shares; 2025Q2: 23,065 shares; 2025Q3: 70,394 shares; 2025Q4: 82,325 shares; 2026Q1: 91,168 shares; 2026Q2: 117,811 shares 117,811 $20.8M 0.44% +26,643 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83,686 shares; 2024Q4: 60,136 shares; 2025Q1: 84,883 shares; 2025Q2: 56,949 shares; 2025Q3: 52,851 shares; 2025Q4: 54,388 shares; 2026Q1: 55,042 shares; 2026Q2: 56,182 shares 56,182 $20.8M 0.44% +1,140 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,146 shares; 2024Q4: 116,925 shares; 2025Q1: 597,903 shares; 2025Q2: 355,308 shares; 2025Q3: 191,608 shares; 2025Q4: 226,665 shares; 2026Q1: 421,526 shares; 2026Q2: 411,062 shares 411,062 $20.8M 0.44% -10,464 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 101,270 shares; 2024Q4: 112,837 shares; 2025Q1: 130,804 shares; 2025Q2: 148,383 shares; 2025Q3: 162,735 shares; 2025Q4: 206,441 shares; 2026Q1: 223,820 shares; 2026Q2: 230,119 shares 230,119 $20.7M 0.44% +6,299 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 288,870 shares; 2024Q4: 318,162 shares; 2025Q1: 345,610 shares; 2025Q2: 468,248 shares; 2025Q3: 466,100 shares; 2025Q4: 357,342 shares; 2026Q1: 353,082 shares; 2026Q2: 332,126 shares 332,126 $20.7M 0.44% -20,956 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,423 shares; 2024Q4: 27,992 shares; 2025Q1: 29,804 shares; 2025Q2: 31,188 shares; 2025Q3: 32,446 shares; 2025Q4: 40,061 shares; 2026Q1: 39,421 shares; 2026Q2: 232,760 shares 232,760 $20M 0.43% +193,339 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 114,916 shares; 2024Q4: 123,381 shares; 2025Q1: 103,697 shares; 2025Q2: 702,502 shares; 2025Q3: 758,215 shares; 2025Q4: 744,794 shares; 2026Q1: 719,480 shares; 2026Q2: 723,491 shares 723,491 $20M 0.43% +4,011 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 133,679 shares; 2024Q4: 119,557 shares; 2025Q1: 123,855 shares; 2025Q2: 124,250 shares; 2025Q3: 122,263 shares; 2025Q4: 144,020 shares; 2026Q1: 107,338 shares; 2026Q2: 125,999 shares 125,999 $20M 0.43% +18,661 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,708 shares; 2024Q4: 62,786 shares; 2025Q1: 62,008 shares; 2025Q2: 60,037 shares; 2025Q3: 60,756 shares; 2025Q4: 60,004 shares; 2026Q1: 73,546 shares; 2026Q2: 78,550 shares 78,550 $19.8M 0.42% +5,004 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 117,178 shares; 2024Q4: 85,743 shares; 2025Q1: 86,772 shares; 2025Q2: 239,756 shares; 2025Q3: 256,871 shares; 2025Q4: 261,663 shares; 2026Q1: 258,819 shares; 2026Q2: 255,541 shares 255,541 $19.7M 0.42% -3,278 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,080,829 shares; 2024Q4: 1,211,885 shares; 2025Q1: 1,121,525 shares; 2025Q2: 1,035,906 shares; 2025Q3: 812,166 shares; 2025Q4: 764,509 shares; 2026Q1: 748,829 shares; 2026Q2: 746,702 shares 746,702 $19.1M 0.41% -2,127 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,252 shares; 2024Q4: 37,701 shares; 2025Q1: 39,701 shares; 2025Q2: 40,680 shares; 2025Q3: 38,188 shares; 2025Q4: 37,646 shares; 2026Q1: 37,114 shares; 2026Q2: 37,110 shares 37,110 $18.6M 0.39% -4 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,364 shares; 2024Q4: 18,153 shares; 2025Q1: 18,251 shares; 2025Q2: 17,958 shares; 2025Q3: 18,011 shares; 2025Q4: 19,032 shares; 2026Q1: 20,791 shares; 2026Q2: 16,036 shares 16,036 $18.5M 0.39% -4,755 Timeline SSUS STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 842,235 shares; 2024Q4: 564,957 shares; 2025Q1: 540,868 shares; 2025Q2: 523,828 shares; 2025Q3: 517,777 shares; 2025Q4: 513,817 shares; 2026Q1: 495,627 shares; 2026Q2: 326,874 shares 326,874 $18.1M 0.38% -168,753 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 131,842 shares; 2024Q4: 80,113 shares; 2025Q1: 81,279 shares; 2025Q2: 131,866 shares; 2025Q3: 194,789 shares; 2025Q4: 153,328 shares; 2026Q1: 171,559 shares; 2026Q2: 171,999 shares 171,999 $17.9M 0.38% +440 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 259,116 shares; 2024Q4: 279,057 shares; 2025Q1: 311,777 shares; 2025Q2: 371,228 shares; 2025Q3: 399,046 shares; 2025Q4: 384,322 shares; 2026Q1: 337,852 shares; 2026Q2: 332,073 shares 332,073 $17.8M 0.38% -5,779 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,190 shares; 2024Q4: 44,574 shares; 2025Q1: 51,360 shares; 2025Q2: 71,343 shares; 2025Q3: 75,448 shares; 2025Q4: 82,797 shares; 2026Q1: 75,784 shares; 2026Q2: 80,284 shares 80,284 $17.5M 0.37% +4,500 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,696 shares; 2024Q4: 33,578 shares; 2025Q1: 34,045 shares; 2025Q2: 32,031 shares; 2025Q3: 32,934 shares; 2025Q4: 31,989 shares; 2026Q1: 33,958 shares; 2026Q2: 135,763 shares 135,763 $16.9M 0.36% +101,805 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,336 shares; 2024Q4: 27,952 shares; 2025Q1: 151,216 shares; 2025Q2: 237,699 shares; 2025Q3: 335,217 shares; 2025Q4: 652,406 shares; 2026Q1: 659,275 shares; 2026Q2: 611,946 shares 611,946 $16.2M 0.35% -47,329 Timeline STPZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 103,875 shares; 2025Q3: 112,786 shares; 2025Q4: 63,298 shares; 2026Q1: not reported; 2026Q2: 301,135 shares 301,135 $16.1M 0.34% new Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,683 shares; 2024Q4: 46,796 shares; 2025Q1: 48,105 shares; 2025Q2: 47,543 shares; 2025Q3: 51,807 shares; 2025Q4: 53,728 shares; 2026Q1: 56,843 shares; 2026Q2: 62,778 shares 62,778 $15.9M 0.34% +5,935 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,231 shares; 2024Q4: 63,503 shares; 2025Q1: 179,931 shares; 2025Q2: 212,119 shares; 2025Q3: 218,052 shares; 2025Q4: 240,725 shares; 2026Q1: 218,841 shares; 2026Q2: 157,196 shares 157,196 $15.8M 0.34% -61,645 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 393,702 shares; 2024Q4: 403,001 shares; 2025Q1: 273,823 shares; 2025Q2: 251,700 shares; 2025Q3: 261,333 shares; 2025Q4: 252,515 shares; 2026Q1: 273,555 shares; 2026Q2: 270,994 shares 270,994 $15.6M 0.33% -2,561 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,178 shares; 2024Q4: 31,304 shares; 2025Q1: 33,472 shares; 2025Q2: 32,509 shares; 2025Q3: 30,954 shares; 2025Q4: 30,945 shares; 2026Q1: 34,365 shares; 2026Q2: 26,781 shares 26,781 $15.6M 0.33% -7,584 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,672 shares; 2024Q4: 64,886 shares; 2025Q1: 69,478 shares; 2025Q2: 105,225 shares; 2025Q3: 108,930 shares; 2025Q4: 109,081 shares; 2026Q1: 108,578 shares; 2026Q2: 104,596 shares 104,596 $15.5M 0.33% -3,982 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,988 shares; 2024Q4: 77,374 shares; 2025Q1: 81,788 shares; 2025Q2: 86,636 shares; 2025Q3: 89,607 shares; 2025Q4: 85,452 shares; 2026Q1: 82,538 shares; 2026Q2: 82,368 shares 82,368 $15.5M 0.33% -170 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,841 shares; 2024Q4: 56,376 shares; 2025Q1: 51,736 shares; 2025Q2: 48,242 shares; 2025Q3: 55,850 shares; 2025Q4: 50,204 shares; 2026Q1: 47,087 shares; 2026Q2: 42,043 shares 42,043 $15.5M 0.33% -5,044 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 175,351 shares; 2024Q4: 268,303 shares; 2025Q1: 1,191,409 shares; 2025Q2: 656,186 shares; 2025Q3: 586,165 shares; 2025Q4: 503,642 shares; 2026Q1: 502,726 shares; 2026Q2: 477,237 shares 477,237 $14.7M 0.31% -25,489 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,505 shares; 2024Q4: 25,541 shares; 2025Q1: 27,039 shares; 2025Q2: 28,537 shares; 2025Q3: 157,768 shares; 2025Q4: 184,819 shares; 2026Q1: 175,389 shares; 2026Q2: 172,472 shares 172,472 $13.7M 0.29% -2,917 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,481 shares; 2024Q4: 62,390 shares; 2025Q1: 51,283 shares; 2025Q2: 434,792 shares; 2025Q3: 475,345 shares; 2025Q4: 457,108 shares; 2026Q1: 445,910 shares; 2026Q2: 457,932 shares 457,932 $13.5M 0.29% +12,022 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,016 shares; 2024Q4: 14,475 shares; 2025Q1: 20,199 shares; 2025Q2: 324,196 shares; 2025Q3: 357,550 shares; 2025Q4: 354,472 shares; 2026Q1: 346,432 shares; 2026Q2: 356,904 shares 356,904 $12.9M 0.28% +10,472 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,527 shares; 2024Q4: 65,435 shares; 2025Q1: 62,111 shares; 2025Q2: 59,180 shares; 2025Q3: 58,465 shares; 2025Q4: 60,872 shares; 2026Q1: 60,410 shares; 2026Q2: 56,965 shares 56,965 $12.1M 0.26% -3,445 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 126,878 shares; 2025Q1: 119,095 shares; 2025Q2: 121,171 shares; 2025Q3: 50,927 shares; 2025Q4: 73,480 shares; 2026Q1: 73,857 shares; 2026Q2: 74,923 shares 74,923 $12.1M 0.26% +1,066 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,953 shares; 2024Q4: 15,690 shares; 2025Q1: 16,046 shares; 2025Q2: 108,496 shares; 2025Q3: 122,445 shares; 2025Q4: 171,718 shares; 2026Q1: 130,515 shares; 2026Q2: 265,008 shares 265,008 $12.1M 0.26% +134,493 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,779 shares; 2024Q4: 27,353 shares; 2025Q1: 27,260 shares; 2025Q2: 24,638 shares; 2025Q3: 25,530 shares; 2025Q4: 22,398 shares; 2026Q1: 21,763 shares; 2026Q2: 18,066 shares 18,066 $11.8M 0.25% -3,697 Timeline LSGR NATIXIS ETF TRUST II More: the full row for NATIXIS ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 141,501 shares; 2025Q3: 279,514 shares; 2025Q4: 267,602 shares; 2026Q1: 274,551 shares; 2026Q2: 281,075 shares 281,075 $11.8M 0.25% +6,524 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,315 shares; 2024Q4: 77,009 shares; 2025Q1: 74,032 shares; 2025Q2: 80,376 shares; 2025Q3: 77,798 shares; 2025Q4: 77,151 shares; 2026Q1: 78,058 shares; 2026Q2: 77,741 shares 77,741 $11.8M 0.25% -317 Timeline XBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 199,975 shares; 2024Q4: 197,529 shares; 2025Q1: 221,508 shares; 2025Q2: 266,426 shares; 2025Q3: 236,999 shares; 2025Q4: 232,293 shares; 2026Q1: 223,477 shares; 2026Q2: 233,333 shares 233,333 $11.7M 0.25% +9,856 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,382 shares; 2024Q4: 33,701 shares; 2025Q1: 32,742 shares; 2025Q2: 33,320 shares; 2025Q3: 33,338 shares; 2025Q4: 33,016 shares; 2026Q1: 33,017 shares; 2026Q2: 33,898 shares 33,898 $11.6M 0.25% +881 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,759 shares; 2024Q4: 54,593 shares; 2025Q1: 60,405 shares; 2025Q2: 91,484 shares; 2025Q3: 94,026 shares; 2025Q4: 115,168 shares; 2026Q1: 103,513 shares; 2026Q2: 98,917 shares 98,917 $11.6M 0.25% -4,596 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 109,932 shares; 2024Q4: 110,711 shares; 2025Q1: 121,355 shares; 2025Q2: 138,066 shares; 2025Q3: 78,031 shares; 2025Q4: 52,716 shares; 2026Q1: 48,578 shares; 2026Q2: 45,383 shares 45,383 $11.4M 0.24% -3,195 Timeline SPBO SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 97,624 shares; 2025Q2: 106,160 shares; 2025Q3: 561,304 shares; 2025Q4: 389,390 shares; 2026Q1: 387,713 shares; 2026Q2: 393,988 shares 393,988 $11.4M 0.24% +6,275 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 157,020 shares; 2024Q4: 80,120 shares; 2025Q1: 178,163 shares; 2025Q2: 188,181 shares; 2025Q3: 177,851 shares; 2025Q4: 217,913 shares; 2026Q1: 331,752 shares; 2026Q2: 122,019 shares 122,019 $11.2M 0.24% -209,733 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,532 shares; 2024Q4: 9,937 shares; 2025Q1: 11,636 shares; 2025Q2: 11,960 shares; 2025Q3: 9,856 shares; 2025Q4: 9,499 shares; 2026Q1: 10,248 shares; 2026Q2: 10,497 shares 10,497 $11.2M 0.24% +249 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 267,094 shares; 2024Q4: 281,168 shares; 2025Q1: 277,163 shares; 2025Q2: 314,501 shares; 2025Q3: 335,939 shares; 2025Q4: 402,908 shares; 2026Q1: 427,373 shares; 2026Q2: 457,954 shares 457,954 $10.8M 0.23% +30,581 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,384 shares; 2024Q4: 60,144 shares; 2025Q1: 67,693 shares; 2025Q2: 74,615 shares; 2025Q3: 77,660 shares; 2025Q4: 79,858 shares; 2026Q1: 83,060 shares; 2026Q2: 72,002 shares 72,002 $10.6M 0.22% -11,058 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,578 shares; 2024Q4: 24,280 shares; 2025Q1: 26,722 shares; 2025Q2: 27,948 shares; 2025Q3: 26,576 shares; 2025Q4: 26,999 shares; 2026Q1: 29,319 shares; 2026Q2: 29,410 shares 29,410 $10.4M 0.22% +91 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,559 shares; 2024Q4: 9,750 shares; 2025Q1: 10,039 shares; 2025Q2: 10,198 shares; 2025Q3: 10,192 shares; 2025Q4: 10,356 shares; 2026Q1: 10,968 shares; 2026Q2: 11,067 shares 11,067 $10.4M 0.22% +99 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 228,727 shares; 2024Q4: 228,851 shares; 2025Q1: 197,761 shares; 2025Q2: 150,695 shares; 2025Q3: 91,020 shares; 2025Q4: 82,034 shares; 2026Q1: 78,600 shares; 2026Q2: 76,979 shares 76,979 $9.86M 0.21% -1,621 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 124,254 shares; 2024Q4: 101,932 shares; 2025Q1: 134,631 shares; 2025Q2: 117,472 shares; 2025Q3: 118,646 shares; 2025Q4: 109,052 shares; 2026Q1: 175,572 shares; 2026Q2: 223,893 shares 223,893 $9.86M 0.21% +48,321 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 302,575 shares; 2024Q4: 259,696 shares; 2025Q1: 150,848 shares; 2025Q2: 150,327 shares; 2025Q3: 155,229 shares; 2025Q4: 182,221 shares; 2026Q1: 184,315 shares; 2026Q2: 164,041 shares 164,041 $9.67M 0.21% -20,274 Timeline AVMV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 119,197 shares; 2026Q2: 119,943 shares 119,943 $9.66M 0.21% +746 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,959 shares; 2024Q4: 28,194 shares; 2025Q1: 28,766 shares; 2025Q2: 29,225 shares; 2025Q3: 30,312 shares; 2025Q4: 39,527 shares; 2026Q1: 48,615 shares; 2026Q2: 61,106 shares 61,106 $9.66M 0.21% +12,491 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,311 shares; 2024Q4: 65,116 shares; 2025Q1: 64,097 shares; 2025Q2: 67,437 shares; 2025Q3: 64,862 shares; 2025Q4: 75,030 shares; 2026Q1: 85,125 shares; 2026Q2: 82,022 shares 82,022 $9.63M 0.2% -3,103 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,408 shares; 2024Q4: 32,220 shares; 2025Q1: 28,882 shares; 2025Q2: 14,177 shares; 2025Q3: 14,605 shares; 2025Q4: 124,129 shares; 2026Q1: 126,792 shares; 2026Q2: 126,048 shares 126,048 $9.3M 0.2% -744 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,920 shares; 2024Q4: 43,876 shares; 2025Q1: 44,282 shares; 2025Q2: 40,636 shares; 2025Q3: 40,486 shares; 2025Q4: 84,851 shares; 2026Q1: 81,086 shares; 2026Q2: 79,207 shares 79,207 $9.29M 0.2% -1,879 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,829 shares; 2024Q4: 15,992 shares; 2025Q1: 16,461 shares; 2025Q2: 16,633 shares; 2025Q3: 17,077 shares; 2025Q4: 17,522 shares; 2026Q1: 31,385 shares; 2026Q2: 32,958 shares 32,958 $9.27M 0.2% +1,573 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 119,459 shares; 2024Q4: 124,439 shares; 2025Q1: 127,952 shares; 2025Q2: 124,052 shares; 2025Q3: 122,828 shares; 2025Q4: 127,133 shares; 2026Q1: 134,141 shares; 2026Q2: 137,072 shares 137,072 $9.26M 0.2% +2,931 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 119,257 shares; 2024Q4: 77,155 shares; 2025Q1: 77,001 shares; 2025Q2: 76,322 shares; 2025Q3: 70,836 shares; 2025Q4: 69,705 shares; 2026Q1: 59,928 shares; 2026Q2: 77,086 shares 77,086 $8.99M 0.19% +17,158 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,408 shares; 2024Q4: 20,416 shares; 2025Q1: 25,725 shares; 2025Q2: 30,627 shares; 2025Q3: 40,509 shares; 2025Q4: 45,178 shares; 2026Q1: 124,517 shares; 2026Q2: 145,334 shares 145,334 $8.93M 0.19% +20,817 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,100 shares; 2024Q4: 24,839 shares; 2025Q1: 24,074 shares; 2025Q2: 25,032 shares; 2025Q3: 26,337 shares; 2025Q4: 31,455 shares; 2026Q1: 31,237 shares; 2026Q2: 32,784 shares 32,784 $8.86M 0.19% +1,547 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,286 shares; 2024Q4: 22,820 shares; 2025Q1: 27,919 shares; 2025Q2: 28,353 shares; 2025Q3: 30,614 shares; 2025Q4: 31,221 shares; 2026Q1: 27,829 shares; 2026Q2: 25,853 shares 25,853 $8.82M 0.19% -1,976 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,453 shares; 2024Q4: 86,243 shares; 2025Q1: 92,589 shares; 2025Q2: 100,379 shares; 2025Q3: 100,916 shares; 2025Q4: 192,411 shares; 2026Q1: 276,082 shares; 2026Q2: 194,300 shares 194,300 $8.81M 0.19% -81,782 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,806 shares; 2024Q4: 6,554 shares; 2025Q1: 10,659 shares; 2025Q2: 10,469 shares; 2025Q3: 11,193 shares; 2025Q4: 12,201 shares; 2026Q1: 13,421 shares; 2026Q2: 11,460 shares 11,460 $8.75M 0.19% -1,961 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 27,965 shares; 2025Q1: 195,595 shares; 2025Q2: 233,083 shares; 2025Q3: 256,189 shares; 2025Q4: 265,028 shares; 2026Q1: 276,974 shares; 2026Q2: 388,937 shares 388,937 $8.67M 0.18% +111,963 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,238 shares; 2024Q4: 20,229 shares; 2025Q1: 19,639 shares; 2025Q2: 24,027 shares; 2025Q3: 26,741 shares; 2025Q4: 24,218 shares; 2026Q1: 23,858 shares; 2026Q2: 29,702 shares 29,702 $8.43M 0.18% +5,844 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 89,589 shares; 2024Q4: 85,922 shares; 2025Q1: 85,800 shares; 2025Q2: 88,944 shares; 2025Q3: 102,740 shares; 2025Q4: 103,965 shares; 2026Q1: 113,234 shares; 2026Q2: 117,102 shares 117,102 $8.34M 0.18% +3,868 Timeline MTGP WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 144,992 shares; 2024Q4: 170,946 shares; 2025Q1: 155,037 shares; 2025Q2: 169,695 shares; 2025Q3: 173,128 shares; 2025Q4: 184,293 shares; 2026Q1: 185,887 shares; 2026Q2: 188,851 shares 188,851 $8.34M 0.18% +2,964 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 107,396 shares; 2024Q4: 73,843 shares; 2025Q1: 72,413 shares; 2025Q2: 83,665 shares; 2025Q3: 74,666 shares; 2025Q4: 78,248 shares; 2026Q1: 86,645 shares; 2026Q2: 86,324 shares 86,324 $8.34M 0.18% -321 Timeline BUFP PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,600 shares; 2026Q2: 259,642 shares 259,642 $8.32M 0.18% +250,042 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,158 shares; 2025Q4: 22,307 shares; 2026Q1: 21,422 shares; 2026Q2: 19,185 shares 19,185 $8.31M 0.18% -2,237 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 176,486 shares; 2024Q4: 92,888 shares; 2025Q1: 103,359 shares; 2025Q2: 101,998 shares; 2025Q3: 102,293 shares; 2025Q4: 105,432 shares; 2026Q1: 105,992 shares; 2026Q2: 105,840 shares 105,840 $8.25M 0.18% -152 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,663 shares; 2024Q4: 34,747 shares; 2025Q1: 34,697 shares; 2025Q2: 33,556 shares; 2025Q3: 35,145 shares; 2025Q4: 39,299 shares; 2026Q1: 63,949 shares; 2026Q2: 49,500 shares 49,500 $8.21M 0.17% -14,449 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,562 shares; 2024Q4: 55,332 shares; 2025Q1: 54,186 shares; 2025Q2: 54,713 shares; 2025Q3: 55,122 shares; 2025Q4: 55,683 shares; 2026Q1: 77,066 shares; 2026Q2: 58,761 shares 58,761 $8.03M 0.17% -18,305 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,566 shares; 2024Q4: 9,560 shares; 2025Q1: 9,984 shares; 2025Q2: 10,228 shares; 2025Q3: 10,629 shares; 2025Q4: 9,808 shares; 2026Q1: 11,240 shares; 2026Q2: 11,073 shares 11,073 $8.01M 0.17% -167 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,065 shares; 2024Q4: 73,659 shares; 2025Q1: 112,460 shares; 2025Q2: 130,771 shares; 2025Q3: 135,985 shares; 2025Q4: 137,314 shares; 2026Q1: 143,115 shares; 2026Q2: 170,759 shares 170,759 $8M 0.17% +27,644 Timeline EVSD MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 121,803 shares; 2025Q2: 133,748 shares; 2025Q3: 143,544 shares; 2025Q4: 154,776 shares; 2026Q1: 159,020 shares; 2026Q2: 157,002 shares 157,002 $7.98M 0.17% -2,018 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,123 shares; 2025Q4: 66,436 shares; 2026Q1: 129,307 shares; 2026Q2: 149,198 shares 149,198 $7.98M 0.17% +19,891 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,029 shares; 2024Q4: 301,256 shares; 2025Q1: 296,301 shares; 2025Q2: 240,535 shares; 2025Q3: 215,525 shares; 2025Q4: 88,106 shares; 2026Q1: 80,410 shares; 2026Q2: 80,891 shares 80,891 $7.83M 0.17% +481 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,462 shares; 2024Q4: 73,673 shares; 2025Q1: 67,341 shares; 2025Q2: 69,375 shares; 2025Q3: 72,096 shares; 2025Q4: 71,985 shares; 2026Q1: 69,603 shares; 2026Q2: 68,586 shares 68,586 $7.74M 0.16% -1,017 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,754 shares; 2024Q4: 70,072 shares; 2025Q1: 67,859 shares; 2025Q2: 71,670 shares; 2025Q3: 77,322 shares; 2025Q4: 76,089 shares; 2026Q1: 91,228 shares; 2026Q2: 93,602 shares 93,602 $7.61M 0.16% +2,374 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 134,848 shares; 2024Q4: 122,630 shares; 2025Q1: 118,263 shares; 2025Q2: 121,445 shares; 2025Q3: 117,991 shares; 2025Q4: 128,781 shares; 2026Q1: 131,519 shares; 2026Q2: 133,236 shares 133,236 $7.59M 0.16% +1,717 Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 209,937 shares; 2025Q2: 217,434 shares; 2025Q3: 235,200 shares; 2025Q4: 238,185 shares; 2026Q1: 362,234 shares; 2026Q2: 361,995 shares 361,995 $7.55M 0.16% -239 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 175,856 shares; 2024Q4: 169,126 shares; 2025Q1: 118,570 shares; 2025Q2: 120,254 shares; 2025Q3: 117,846 shares; 2025Q4: 131,151 shares; 2026Q1: 123,824 shares; 2026Q2: 75,112 shares 75,112 $7.43M 0.16% -48,712 Timeline TOPT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 98,686 shares; 2026Q2: 224,723 shares 224,723 $7.4M 0.16% +126,037 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 237,373 shares; 2024Q4: 258,531 shares; 2025Q1: 241,944 shares; 2025Q2: 213,476 shares; 2025Q3: 203,878 shares; 2025Q4: 205,923 shares; 2026Q1: 183,447 shares; 2026Q2: 171,163 shares 171,163 $7.38M 0.16% -12,284 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,000 shares; 2024Q4: 38,326 shares; 2025Q1: 38,087 shares; 2025Q2: 35,290 shares; 2025Q3: 34,187 shares; 2025Q4: 30,911 shares; 2026Q1: 31,261 shares; 2026Q2: 31,160 shares 31,160 $7.37M 0.16% -101 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,099 shares; 2024Q4: 34,505 shares; 2025Q1: 36,305 shares; 2025Q2: 36,346 shares; 2025Q3: 50,439 shares; 2025Q4: 59,634 shares; 2026Q1: 60,720 shares; 2026Q2: 57,265 shares 57,265 $7.36M 0.16% -3,455 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 115,754 shares; 2024Q4: 65,112 shares; 2025Q1: 165,241 shares; 2025Q2: 69,445 shares; 2025Q3: 77,977 shares; 2025Q4: 86,005 shares; 2026Q1: 103,839 shares; 2026Q2: 134,639 shares 134,639 $7.36M 0.16% +30,800 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,601 shares; 2024Q4: 9,920 shares; 2025Q1: 9,693 shares; 2025Q2: 9,164 shares; 2025Q3: 8,447 shares; 2025Q4: 8,044 shares; 2026Q1: 7,522 shares; 2026Q2: 61,499 shares 61,499 $7.35M 0.16% +53,977 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 126,384 shares; 2024Q4: 249,561 shares; 2025Q1: 262,675 shares; 2025Q2: 248,082 shares; 2025Q3: 226,669 shares; 2025Q4: 154,386 shares; 2026Q1: 54,806 shares; 2026Q2: 54,738 shares 54,738 $7.29M 0.16% -68 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 197,456 shares; 2024Q4: 130,603 shares; 2025Q1: 134,428 shares; 2025Q2: 133,308 shares; 2025Q3: 134,869 shares; 2025Q4: 127,690 shares; 2026Q1: 165,962 shares; 2026Q2: 139,650 shares 139,650 $7.23M 0.15% -26,312 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,905 shares; 2024Q4: 10,328 shares; 2025Q1: 24,866 shares; 2025Q2: 37,859 shares; 2025Q3: 36,148 shares; 2025Q4: 36,894 shares; 2026Q1: 51,198 shares; 2026Q2: 51,587 shares 51,587 $7.22M 0.15% +389 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,010 shares; 2025Q1: 191,699 shares; 2025Q2: 189,695 shares; 2025Q3: 174,806 shares; 2025Q4: 182,129 shares; 2026Q1: 161,597 shares; 2026Q2: 163,247 shares 163,247 $7.1M 0.15% +1,650 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,908 shares; 2024Q4: 36,762 shares; 2025Q1: 36,778 shares; 2025Q2: 40,272 shares; 2025Q3: 36,499 shares; 2025Q4: 36,912 shares; 2026Q1: 41,729 shares; 2026Q2: 32,559 shares 32,559 $7.05M 0.15% -9,170 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 310,286 shares; 2024Q4: 250,601 shares; 2025Q1: 343,039 shares; 2025Q2: 357,335 shares; 2025Q3: 403,270 shares; 2025Q4: 415,022 shares; 2026Q1: 445,405 shares; 2026Q2: 481,281 shares 481,281 $7M 0.15% +35,876 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 98,481 shares; 2024Q4: 102,055 shares; 2025Q1: 101,930 shares; 2025Q2: 105,614 shares; 2025Q3: 105,517 shares; 2025Q4: 103,704 shares; 2026Q1: 73,545 shares; 2026Q2: 72,431 shares 72,431 $6.93M 0.15% -1,114 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 203,012 shares; 2024Q4: 515,524 shares; 2025Q1: 526,695 shares; 2025Q2: 515,968 shares; 2025Q3: 325,489 shares; 2025Q4: 201,441 shares; 2026Q1: 191,555 shares; 2026Q2: 217,600 shares 217,600 $6.9M 0.15% +26,045 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,444 shares; 2024Q4: 88,490 shares; 2025Q1: 75,717 shares; 2025Q2: 94,603 shares; 2025Q3: 96,939 shares; 2025Q4: 94,760 shares; 2026Q1: 70,308 shares; 2026Q2: 64,132 shares 64,132 $6.87M 0.15% -6,176 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,854 shares; 2024Q4: 32,617 shares; 2025Q1: 32,567 shares; 2025Q2: 32,340 shares; 2025Q3: 31,689 shares; 2025Q4: 31,484 shares; 2026Q1: 31,384 shares; 2026Q2: 31,334 shares 31,334 $6.81M 0.14% -50 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,160 shares; 2024Q4: 23,893 shares; 2025Q1: 23,261 shares; 2025Q2: 24,285 shares; 2025Q3: 25,897 shares; 2025Q4: 26,214 shares; 2026Q1: 32,051 shares; 2026Q2: 35,618 shares 35,618 $6.76M 0.14% +3,567 Timeline ZROZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84,580 shares; 2024Q4: 82,844 shares; 2025Q1: 78,934 shares; 2025Q2: 91,661 shares; 2025Q3: not reported; 2025Q4: 98,426 shares; 2026Q1: 103,719 shares; 2026Q2: 105,172 shares 105,172 $6.74M 0.14% +1,453 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,144 shares; 2024Q4: 58,911 shares; 2025Q1: 59,248 shares; 2025Q2: 58,694 shares; 2025Q3: 58,213 shares; 2025Q4: 57,600 shares; 2026Q1: 57,931 shares; 2026Q2: 57,532 shares 57,532 $6.73M 0.14% -399 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,371 shares; 2024Q4: 2,371 shares; 2025Q1: 2,371 shares; 2025Q2: 2,130 shares; 2025Q3: 16,008 shares; 2025Q4: 15,975 shares; 2026Q1: 15,975 shares; 2026Q2: 15,767 shares 15,767 $6.71M 0.14% -208 Timeline TLTW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 278,347 shares; 2026Q1: 289,245 shares; 2026Q2: 297,695 shares 297,695 $6.65M 0.14% +8,450 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,136 shares; 2024Q4: 40,585 shares; 2025Q1: 40,173 shares; 2025Q2: 44,590 shares; 2025Q3: 43,930 shares; 2025Q4: 42,220 shares; 2026Q1: 48,853 shares; 2026Q2: 48,317 shares 48,317 $6.65M 0.14% -536 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,514 shares; 2024Q4: 7,111 shares; 2025Q1: 7,774 shares; 2025Q2: 8,228 shares; 2025Q3: 7,749 shares; 2025Q4: 7,676 shares; 2026Q1: 9,512 shares; 2026Q2: 13,027 shares 13,027 $6.64M 0.14% +3,515 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,016 shares; 2024Q4: 64,117 shares; 2025Q1: 59,855 shares; 2025Q2: 75,347 shares; 2025Q3: 68,580 shares; 2025Q4: 72,428 shares; 2026Q1: 81,104 shares; 2026Q2: 87,169 shares 87,169 $6.61M 0.14% +6,065 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,603 shares; 2024Q4: 28,005 shares; 2025Q1: 27,176 shares; 2025Q2: 25,573 shares; 2025Q3: 26,597 shares; 2025Q4: 26,396 shares; 2026Q1: 27,360 shares; 2026Q2: 27,244 shares 27,244 $6.6M 0.14% -116 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 115,366 shares; 2024Q4: 121,139 shares; 2025Q1: 139,100 shares; 2025Q2: 165,683 shares; 2025Q3: 174,644 shares; 2025Q4: 88,886 shares; 2026Q1: 79,661 shares; 2026Q2: 79,097 shares 79,097 $6.57M 0.14% -564 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,260 shares; 2024Q4: 6,450 shares; 2025Q1: 7,647 shares; 2025Q2: 7,707 shares; 2025Q3: 7,722 shares; 2025Q4: 7,906 shares; 2026Q1: 6,367 shares; 2026Q2: 6,463 shares 6,463 $6.54M 0.14% +96 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,639 shares; 2024Q4: 41,739 shares; 2025Q1: 42,465 shares; 2025Q2: 66,994 shares; 2025Q3: 67,731 shares; 2025Q4: 65,748 shares; 2026Q1: 65,339 shares; 2026Q2: 63,673 shares 63,673 $6.51M 0.14% -1,666 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,956 shares; 2024Q4: 146,739 shares; 2025Q1: 157,351 shares; 2025Q2: 130,646 shares; 2025Q3: 130,416 shares; 2025Q4: 61,542 shares; 2026Q1: 59,211 shares; 2026Q2: 59,287 shares 59,287 $6.47M 0.14% +76 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,797 shares; 2024Q4: 26,700 shares; 2025Q1: 43,253 shares; 2025Q2: 36,999 shares; 2025Q3: 44,036 shares; 2025Q4: 50,959 shares; 2026Q1: 65,086 shares; 2026Q2: 72,279 shares 72,279 $6.45M 0.14% +7,193 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,525 shares; 2024Q4: 10,087 shares; 2025Q1: 10,087 shares; 2025Q2: 10,429 shares; 2025Q3: 10,035 shares; 2025Q4: 19,592 shares; 2026Q1: 74,339 shares; 2026Q2: 71,875 shares 71,875 $6.4M 0.14% -2,464 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,386 shares; 2024Q4: 46,179 shares; 2025Q1: 46,368 shares; 2025Q2: 67,710 shares; 2025Q3: 84,001 shares; 2025Q4: 88,916 shares; 2026Q1: 129,044 shares; 2026Q2: 84,294 shares 84,294 $6.37M 0.14% -44,750 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 71,832 shares; 2025Q1: 75,463 shares; 2025Q2: 86,405 shares; 2025Q3: 95,685 shares; 2025Q4: 102,802 shares; 2026Q1: 121,002 shares; 2026Q2: 129,000 shares 129,000 $6.36M 0.14% +7,998 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; 2024Q3: 97,822 shares; 2024Q4: 114,460 shares; 2025Q1: 106,576 shares; 2025Q2: 102,424 shares; 2025Q3: 87,076 shares; 2025Q4: 89,000 shares; 2026Q1: 171,269 shares; 2026Q2: 175,888 shares 175,888 $6.26M 0.13% +4,619 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,783 shares; 2024Q4: 5,158 shares; 2025Q1: 6,175 shares; 2025Q2: 6,479 shares; 2025Q3: 6,492 shares; 2025Q4: 72,199 shares; 2026Q1: 86,136 shares; 2026Q2: 87,037 shares 87,037 $6.21M 0.13% +901 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 189,839 shares; 2024Q4: 93,623 shares; 2025Q1: 96,361 shares; 2025Q2: 118,378 shares; 2025Q3: 83,492 shares; 2025Q4: 87,815 shares; 2026Q1: 63,931 shares; 2026Q2: 44,233 shares 44,233 $6.18M 0.13% -19,698 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,279 shares; 2024Q4: 10,551 shares; 2025Q1: 6,804 shares; 2025Q2: 3,985 shares; 2025Q3: 4,667 shares; 2025Q4: 4,269 shares; 2026Q1: 42,315 shares; 2026Q2: 76,365 shares 76,365 $6.11M 0.13% +34,050 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 108,662 shares; 2024Q4: 117,932 shares; 2025Q1: 63,391 shares; 2025Q2: 57,278 shares; 2025Q3: 67,452 shares; 2025Q4: 67,773 shares; 2026Q1: 68,145 shares; 2026Q2: 67,178 shares 67,178 $6.1M 0.13% -967 Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 85,448 shares; 2025Q2: 86,500 shares; 2025Q3: 85,649 shares; 2025Q4: 79,017 shares; 2026Q1: 76,282 shares; 2026Q2: 79,942 shares 79,942 $6.09M 0.13% +3,660 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,610 shares; 2024Q4: 18,979 shares; 2025Q1: 19,719 shares; 2025Q2: 23,592 shares; 2025Q3: 22,516 shares; 2025Q4: 27,016 shares; 2026Q1: 40,141 shares; 2026Q2: 41,319 shares 41,319 $6.06M 0.13% +1,178 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,326 shares; 2024Q4: 64,259 shares; 2025Q1: 65,888 shares; 2025Q2: 71,273 shares; 2025Q3: 66,929 shares; 2025Q4: 65,977 shares; 2026Q1: 65,056 shares; 2026Q2: 64,252 shares 64,252 $6.02M 0.13% -804 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 123,940 shares; 2024Q4: 102,644 shares; 2025Q1: 100,154 shares; 2025Q2: 99,471 shares; 2025Q3: 92,604 shares; 2025Q4: 91,985 shares; 2026Q1: 81,233 shares; 2026Q2: 62,285 shares 62,285 $6.01M 0.13% -18,948 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 172,996 shares; 2024Q4: 150,945 shares; 2025Q1: 150,135 shares; 2025Q2: 143,081 shares; 2025Q3: 138,329 shares; 2025Q4: 131,895 shares; 2026Q1: 127,278 shares; 2026Q2: 124,147 shares 124,147 $5.98M 0.13% -3,131 Timeline SNDQ INVESTMENT MANAGERS SER TR I More: the full row for INVESTMENT MANAGERS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,058,099 shares 3,058,099 $5.96M 0.13% new Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 319,131 shares; 2024Q4: 218,301 shares; 2025Q1: 230,864 shares; 2025Q2: 236,273 shares; 2025Q3: 269,734 shares; 2025Q4: 344,061 shares; 2026Q1: 360,465 shares; 2026Q2: 255,611 shares 255,611 $5.87M 0.12% -104,854 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,948 shares; 2024Q4: 36,098 shares; 2025Q1: 34,587 shares; 2025Q2: 33,389 shares; 2025Q3: 31,847 shares; 2025Q4: 31,694 shares; 2026Q1: 38,496 shares; 2026Q2: 211,757 shares 211,757 $5.8M 0.12% +173,261 Timeline BSJT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 369,141 shares; 2026Q1: 391,229 shares; 2026Q2: 273,721 shares 273,721 $5.78M 0.12% -117,508 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,493 shares; 2024Q4: 65,864 shares; 2025Q1: 54,451 shares; 2025Q2: 72,034 shares; 2025Q3: 79,175 shares; 2025Q4: 84,616 shares; 2026Q1: 91,051 shares; 2026Q2: 149,575 shares 149,575 $5.77M 0.12% +58,524 Timeline SBND COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 303,734 shares; 2026Q2: 306,698 shares 306,698 $5.76M 0.12% +2,964 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,892 shares; 2024Q4: 41,494 shares; 2025Q1: 41,904 shares; 2025Q2: 41,579 shares; 2025Q3: 42,342 shares; 2025Q4: 45,523 shares; 2026Q1: 45,578 shares; 2026Q2: 31,669 shares 31,669 $5.73M 0.12% -13,909 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,836 shares; 2024Q4: 19,261 shares; 2025Q1: 18,803 shares; 2025Q2: 18,492 shares; 2025Q3: 19,931 shares; 2025Q4: 25,256 shares; 2026Q1: 31,070 shares; 2026Q2: 34,397 shares 34,397 $5.65M 0.12% +3,327 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,400 shares; 2024Q4: 47,504 shares; 2025Q1: 112,134 shares; 2025Q2: 133,166 shares; 2025Q3: 142,038 shares; 2025Q4: 156,061 shares; 2026Q1: 162,202 shares; 2026Q2: 169,533 shares 169,533 $5.64M 0.12% +7,331 Timeline HYFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 114,895 shares; 2024Q4: 128,873 shares; 2025Q1: 139,001 shares; 2025Q2: 139,087 shares; 2025Q3: 144,697 shares; 2025Q4: 143,769 shares; 2026Q1: 151,731 shares; 2026Q2: 150,112 shares 150,112 $5.61M 0.12% -1,619 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,610 shares; 2024Q4: 10,930 shares; 2025Q1: 13,132 shares; 2025Q2: 13,814 shares; 2025Q3: 13,760 shares; 2025Q4: 14,734 shares; 2026Q1: 15,158 shares; 2026Q2: 14,830 shares 14,830 $5.54M 0.12% -328 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,735 shares; 2024Q4: 56,793 shares; 2025Q1: 48,184 shares; 2025Q2: 45,530 shares; 2025Q3: 45,589 shares; 2025Q4: 90,498 shares; 2026Q1: 190,022 shares; 2026Q2: 103,750 shares 103,750 $5.51M 0.12% -86,272 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,202 shares; 2024Q4: 10,602 shares; 2025Q1: 10,551 shares; 2025Q2: 198,614 shares; 2025Q3: 197,759 shares; 2025Q4: 242,251 shares; 2026Q1: 111,641 shares; 2026Q2: 111,181 shares 111,181 $5.51M 0.12% -460 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,953 shares; 2024Q4: 2,770 shares; 2025Q1: 3,228 shares; 2025Q2: 3,543 shares; 2025Q3: 3,431 shares; 2025Q4: 3,636 shares; 2026Q1: 4,153 shares; 2026Q2: 4,676 shares 4,676 $5.49M 0.12% +523 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,032 shares; 2024Q4: 47,339 shares; 2025Q1: 64,924 shares; 2025Q2: 69,219 shares; 2025Q3: 69,709 shares; 2025Q4: 67,620 shares; 2026Q1: 78,227 shares; 2026Q2: 76,309 shares 76,309 $5.49M 0.12% -1,918 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 102,766 shares; 2024Q4: 79,003 shares; 2025Q1: 80,244 shares; 2025Q2: 56,097 shares; 2025Q3: 50,042 shares; 2025Q4: 57,185 shares; 2026Q1: 57,311 shares; 2026Q2: 107,313 shares 107,313 $5.43M 0.12% +50,002 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,951 shares; 2024Q4: 10,455 shares; 2025Q1: 10,546 shares; 2025Q2: 10,673 shares; 2025Q3: 10,811 shares; 2025Q4: 10,292 shares; 2026Q1: 10,153 shares; 2026Q2: 10,510 shares 10,510 $5.4M 0.11% +357 Timeline IQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 128,675 shares; 2026Q2: 105,529 shares 105,529 $5.36M 0.11% -23,146 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,201 shares; 2024Q4: 9,245 shares; 2025Q1: 13,954 shares; 2025Q2: 14,976 shares; 2025Q3: 22,384 shares; 2025Q4: 87,558 shares; 2026Q1: 97,445 shares; 2026Q2: 129,954 shares 129,954 $5.34M 0.11% +32,509 Timeline WINN HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 310,252 shares; 2024Q4: 316,807 shares; 2025Q1: 76,437 shares; 2025Q2: 108,678 shares; 2025Q3: 124,202 shares; 2025Q4: 141,538 shares; 2026Q1: 147,730 shares; 2026Q2: 162,879 shares 162,879 $5.29M 0.11% +15,149 Timeline MNA NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 144,150 shares; 2026Q1: 141,492 shares; 2026Q2: 144,592 shares 144,592 $5.27M 0.11% +3,100 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,630 shares; 2024Q4: 8,489 shares; 2025Q1: 6,767 shares; 2025Q2: 7,294 shares; 2025Q3: 7,625 shares; 2025Q4: 7,806 shares; 2026Q1: 7,878 shares; 2026Q2: 8,290 shares 8,290 $5.26M 0.11% +412 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,140 shares; 2024Q4: 6,019 shares; 2025Q1: 9,281 shares; 2025Q2: 10,362 shares; 2025Q3: 10,424 shares; 2025Q4: 12,736 shares; 2026Q1: 15,016 shares; 2026Q2: 15,430 shares 15,430 $5.22M 0.11% +414 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,176 shares; 2024Q4: 963 shares; 2025Q1: 33,569 shares; 2025Q2: 43,520 shares; 2025Q3: 34,317 shares; 2025Q4: 17,977 shares; 2026Q1: 17,027 shares; 2026Q2: 14,257 shares 14,257 $5.22M 0.11% -2,770 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,547 shares; 2024Q4: 10,988 shares; 2025Q1: 11,773 shares; 2025Q2: 13,614 shares; 2025Q3: 12,682 shares; 2025Q4: 11,663 shares; 2026Q1: 19,774 shares; 2026Q2: 20,392 shares 20,392 $5.21M 0.11% +618 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,743 shares; 2024Q4: 31,518 shares; 2025Q1: 31,469 shares; 2025Q2: 31,517 shares; 2025Q3: 31,319 shares; 2025Q4: 31,243 shares; 2026Q1: 31,166 shares; 2026Q2: 30,436 shares 30,436 $5.18M 0.11% -730 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,940 shares; 2024Q4: 7,236 shares; 2025Q1: 19,824 shares; 2025Q2: 19,890 shares; 2025Q3: 17,751 shares; 2025Q4: 19,731 shares; 2026Q1: 14,078 shares; 2026Q2: 11,971 shares 11,971 $5.17M 0.11% -2,107 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 115,401 shares; 2024Q4: 84,401 shares; 2025Q1: 88,661 shares; 2025Q2: 85,298 shares; 2025Q3: 83,619 shares; 2025Q4: 80,369 shares; 2026Q1: 120,387 shares; 2026Q2: 120,945 shares 120,945 $5.12M 0.11% +558 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,267 shares; 2024Q4: 25,751 shares; 2025Q1: 34,381 shares; 2025Q2: 36,117 shares; 2025Q3: 32,813 shares; 2025Q4: 33,848 shares; 2026Q1: 39,180 shares; 2026Q2: 37,491 shares 37,491 $5.08M 0.11% -1,689 Timeline ISPY PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 127,432 shares; 2026Q2: 105,259 shares 105,259 $5.07M 0.11% -22,173 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,275 shares; 2024Q4: 41,909 shares; 2025Q1: 41,680 shares; 2025Q2: 40,852 shares; 2025Q3: 41,382 shares; 2025Q4: 44,620 shares; 2026Q1: 45,416 shares; 2026Q2: 45,637 shares 45,637 $5.03M 0.11% +221 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,765 shares; 2024Q4: 12,783 shares; 2025Q1: 12,351 shares; 2025Q2: 12,422 shares; 2025Q3: 12,513 shares; 2025Q4: 13,239 shares; 2026Q1: 13,562 shares; 2026Q2: 13,902 shares 13,902 $5.03M 0.11% +340 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,167 shares; 2024Q4: 52,805 shares; 2025Q1: 54,637 shares; 2025Q2: 59,788 shares; 2025Q3: 57,228 shares; 2025Q4: 58,433 shares; 2026Q1: 59,124 shares; 2026Q2: 56,722 shares 56,722 $4.98M 0.11% -2,402 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,057 shares; 2024Q4: 10,794 shares; 2025Q1: 10,753 shares; 2025Q2: 11,254 shares; 2025Q3: 11,419 shares; 2025Q4: 11,701 shares; 2026Q1: 10,496 shares; 2026Q2: 10,384 shares 10,384 $4.96M 0.11% -112 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,305 shares; 2024Q4: 71,111 shares; 2025Q1: 72,617 shares; 2025Q2: 89,795 shares; 2025Q3: 96,849 shares; 2025Q4: 95,678 shares; 2026Q1: 94,909 shares; 2026Q2: 101,832 shares 101,832 $4.96M 0.11% +6,923 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,999 shares; 2025Q1: 17,997 shares; 2025Q2: 18,540 shares; 2025Q3: 68,666 shares; 2025Q4: 71,393 shares; 2026Q1: 94,279 shares; 2026Q2: 104,875 shares 104,875 $4.95M 0.11% +10,596 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,542 shares; 2024Q4: 32,478 shares; 2025Q1: 32,164 shares; 2025Q2: 31,337 shares; 2025Q3: 30,292 shares; 2025Q4: 27,725 shares; 2026Q1: 27,090 shares; 2026Q2: 25,393 shares 25,393 $4.92M 0.1% -1,697 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,039 shares; 2024Q4: 25,495 shares; 2025Q1: 26,168 shares; 2025Q2: 25,394 shares; 2025Q3: 25,446 shares; 2025Q4: 26,678 shares; 2026Q1: 52,118 shares; 2026Q2: 51,288 shares 51,288 $4.91M 0.1% -830 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,655 shares; 2024Q4: 10,398 shares; 2025Q1: 13,348 shares; 2025Q2: 21,160 shares; 2025Q3: 22,184 shares; 2025Q4: 24,503 shares; 2026Q1: 54,504 shares; 2026Q2: 91,312 shares 91,312 $4.85M 0.1% +36,808 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,563 shares; 2024Q4: 41,653 shares; 2025Q1: 33,359 shares; 2025Q2: 32,691 shares; 2025Q3: 35,337 shares; 2025Q4: 34,778 shares; 2026Q1: 109,399 shares; 2026Q2: 85,664 shares 85,664 $4.84M 0.1% -23,735 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 159,146 shares; 2024Q4: 312,398 shares; 2025Q1: 319,297 shares; 2025Q2: 412,349 shares; 2025Q3: 344,551 shares; 2025Q4: 235,423 shares; 2026Q1: 175,080 shares; 2026Q2: 141,541 shares 141,541 $4.79M 0.1% -33,539 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 49,543 shares; 2025Q3: 52,041 shares; 2025Q4: 51,758 shares; 2026Q1: 58,853 shares; 2026Q2: 58,055 shares 58,055 $4.79M 0.1% -798 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,761 shares; 2024Q4: 52,985 shares; 2025Q1: 63,365 shares; 2025Q2: 62,443 shares; 2025Q3: 61,054 shares; 2025Q4: 61,564 shares; 2026Q1: 71,079 shares; 2026Q2: 68,964 shares 68,964 $4.71M 0.1% -2,115 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,144 shares; 2024Q4: 61,792 shares; 2025Q1: 60,659 shares; 2025Q2: 58,687 shares; 2025Q3: 56,791 shares; 2025Q4: 55,484 shares; 2026Q1: 51,703 shares; 2026Q2: 49,731 shares 49,731 $4.67M 0.1% -1,972 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,345 shares; 2024Q4: 65,100 shares; 2025Q1: 53,239 shares; 2025Q2: 22,035 shares; 2025Q3: 21,386 shares; 2025Q4: 21,795 shares; 2026Q1: 123,601 shares; 2026Q2: 175,249 shares 175,249 $4.6M 0.1% +51,648 Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,177 shares 17,177 $4.59M 0.1% new Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,015 shares; 2024Q4: 5,050 shares; 2025Q1: not reported; 2025Q2: 4,835 shares; 2025Q3: 8,405 shares; 2025Q4: 8,644 shares; 2026Q1: 93,783 shares; 2026Q2: 99,669 shares 99,669 $4.55M 0.1% +5,886 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,352 shares; 2024Q4: 38,371 shares; 2025Q1: 39,011 shares; 2025Q2: 39,011 shares; 2025Q3: 38,708 shares; 2025Q4: 36,584 shares; 2026Q1: 38,473 shares; 2026Q2: 49,959 shares 49,959 $4.53M 0.1% +11,486 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,560 shares; 2024Q4: 40,506 shares; 2025Q1: 26,268 shares; 2025Q2: 20,198 shares; 2025Q3: 13,342 shares; 2025Q4: 36,847 shares; 2026Q1: 56,072 shares; 2026Q2: 45,615 shares 45,615 $4.5M 0.1% -10,457 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,089 shares; 2024Q4: 31,104 shares; 2025Q1: 30,124 shares; 2025Q2: 29,434 shares; 2025Q3: 28,754 shares; 2025Q4: 27,988 shares; 2026Q1: 27,851 shares; 2026Q2: 27,486 shares 27,486 $4.5M 0.1% -365 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,826 shares; 2024Q4: 52,381 shares; 2025Q1: 47,331 shares; 2025Q2: 39,578 shares; 2025Q3: 39,376 shares; 2025Q4: 53,259 shares; 2026Q1: 41,260 shares; 2026Q2: 54,260 shares 54,260 $4.49M 0.1% +13,000 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,727 shares; 2024Q4: 12,777 shares; 2025Q1: 13,714 shares; 2025Q2: 17,865 shares; 2025Q3: 13,821 shares; 2025Q4: 14,224 shares; 2026Q1: 13,664 shares; 2026Q2: 55,143 shares 55,143 $4.44M 0.09% +41,479 Timeline QINT AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 161,895 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 57,335 shares; 2026Q2: 63,502 shares 63,502 $4.41M 0.09% +6,167 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,447 shares; 2024Q4: 37,796 shares; 2025Q1: 34,033 shares; 2025Q2: 27,619 shares; 2025Q3: 26,329 shares; 2025Q4: 27,728 shares; 2026Q1: 31,049 shares; 2026Q2: 35,297 shares 35,297 $4.4M 0.09% +4,248 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,619 shares; 2024Q4: 13,981 shares; 2025Q1: 13,696 shares; 2025Q2: 13,240 shares; 2025Q3: 13,281 shares; 2025Q4: 17,059 shares; 2026Q1: 15,576 shares; 2026Q2: 14,698 shares 14,698 $4.38M 0.09% -878 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,344 shares; 2024Q4: 54,585 shares; 2025Q1: 49,516 shares; 2025Q2: 44,264 shares; 2025Q3: 43,325 shares; 2025Q4: 41,409 shares; 2026Q1: 40,701 shares; 2026Q2: 39,724 shares 39,724 $4.38M 0.09% -977 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,522 shares; 2024Q4: 73,729 shares; 2025Q1: 68,226 shares; 2025Q2: 52,431 shares; 2025Q3: 45,464 shares; 2025Q4: 45,275 shares; 2026Q1: 43,887 shares; 2026Q2: 41,857 shares 41,857 $4.35M 0.09% -2,030 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,322 shares; 2024Q4: 11,948 shares; 2025Q1: 11,856 shares; 2025Q2: 12,655 shares; 2025Q3: 12,533 shares; 2025Q4: 13,077 shares; 2026Q1: 11,927 shares; 2026Q2: 11,728 shares 11,728 $4.35M 0.09% -199 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,770 shares; 2024Q4: 12,110 shares; 2025Q1: 12,400 shares; 2025Q2: 12,185 shares; 2025Q3: 11,027 shares; 2025Q4: 26,759 shares; 2026Q1: 35,474 shares; 2026Q2: 40,065 shares 40,065 $4.31M 0.09% +4,591 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,486 shares; 2024Q4: 68,686 shares; 2025Q1: 63,506 shares; 2025Q2: 62,194 shares; 2025Q3: 61,416 shares; 2025Q4: 69,700 shares; 2026Q1: 63,883 shares; 2026Q2: 45,533 shares 45,533 $4.31M 0.09% -18,350 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 194,286 shares; 2024Q4: 196,967 shares; 2025Q1: 209,016 shares; 2025Q2: 243,963 shares; 2025Q3: 274,544 shares; 2025Q4: 183,650 shares; 2026Q1: 91,549 shares; 2026Q2: 80,096 shares 80,096 $4.28M 0.09% -11,453 Timeline XHB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,855 shares; 2024Q4: 6,742 shares; 2025Q1: 7,272 shares; 2025Q2: 6,966 shares; 2025Q3: 19,625 shares; 2025Q4: 8,093 shares; 2026Q1: 8,501 shares; 2026Q2: 37,042 shares 37,042 $4.28M 0.09% +28,541 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,630 shares; 2024Q4: 1,360 shares; 2025Q1: 1,160 shares; 2025Q2: 1,218 shares; 2025Q3: 1,297 shares; 2025Q4: 1,432 shares; 2026Q1: 1,586 shares; 2026Q2: 14,152 shares 14,152 $4.27M 0.09% +12,566 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 166,416 shares; 2024Q4: 165,612 shares; 2025Q1: 155,259 shares; 2025Q2: 160,296 shares; 2025Q3: 160,867 shares; 2025Q4: 172,243 shares; 2026Q1: 186,927 shares; 2026Q2: 222,904 shares 222,904 $4.26M 0.09% +35,977 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,479 shares; 2024Q4: 65,684 shares; 2025Q1: 17,616 shares; 2025Q2: 16,405 shares; 2025Q3: 16,597 shares; 2025Q4: 16,066 shares; 2026Q1: 19,113 shares; 2026Q2: 18,620 shares 18,620 $4.23M 0.09% -493 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,819 shares; 2024Q4: 29,520 shares; 2025Q1: 30,233 shares; 2025Q2: 33,864 shares; 2025Q3: 34,285 shares; 2025Q4: 31,616 shares; 2026Q1: 31,263 shares; 2026Q2: 30,601 shares 30,601 $4.23M 0.09% -662 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,088 shares; 2024Q4: 30,958 shares; 2025Q1: 30,115 shares; 2025Q2: 29,391 shares; 2025Q3: 33,551 shares; 2025Q4: 44,408 shares; 2026Q1: 35,468 shares; 2026Q2: 51,444 shares 51,444 $4.22M 0.09% +15,976 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; 2024Q3: 17,372 shares; 2024Q4: 10,879 shares; 2025Q1: 12,408 shares; 2025Q2: 13,559 shares; 2025Q3: 14,152 shares; 2025Q4: 13,280 shares; 2026Q1: 13,235 shares; 2026Q2: 13,892 shares 13,892 $4.21M 0.09% +657 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 290,966 shares; 2024Q4: 158,891 shares; 2025Q1: 145,285 shares; 2025Q2: 139,555 shares; 2025Q3: 140,299 shares; 2025Q4: 140,997 shares; 2026Q1: 200,829 shares; 2026Q2: 203,075 shares 203,075 $4.2M 0.09% +2,246 Timeline GSST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 328,157 shares; 2025Q2: 158,996 shares; 2025Q3: 109,836 shares; 2025Q4: 101,628 shares; 2026Q1: 72,083 shares; 2026Q2: 83,000 shares 83,000 $4.2M 0.09% +10,917 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,627 shares; 2024Q4: 34,005 shares; 2025Q1: 43,589 shares; 2025Q2: 38,251 shares; 2025Q3: 46,420 shares; 2025Q4: 49,183 shares; 2026Q1: 65,932 shares; 2026Q2: 72,038 shares 72,038 $4.15M 0.09% +6,106 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,145 shares; 2024Q4: 19,734 shares; 2025Q1: 19,124 shares; 2025Q2: 18,977 shares; 2025Q3: 17,321 shares; 2025Q4: 16,648 shares; 2026Q1: 16,092 shares; 2026Q2: 15,685 shares 15,685 $4.14M 0.09% -407 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,647 shares; 2024Q4: 22,819 shares; 2025Q1: 22,782 shares; 2025Q2: 23,397 shares; 2025Q3: 23,565 shares; 2025Q4: 24,107 shares; 2026Q1: 25,073 shares; 2026Q2: 22,341 shares 22,341 $4.13M 0.09% -2,732 Timeline FIDU FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40,538 shares; 2025Q2: 43,295 shares; 2025Q3: 43,213 shares; 2025Q4: 43,945 shares; 2026Q1: 44,437 shares; 2026Q2: 41,441 shares 41,441 $4.13M 0.09% -2,996 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,434 shares; 2024Q4: 10,291 shares; 2025Q1: 10,150 shares; 2025Q2: 10,218 shares; 2025Q3: 14,240 shares; 2025Q4: 15,083 shares; 2026Q1: 15,304 shares; 2026Q2: 15,227 shares 15,227 $4.12M 0.09% -77 Timeline FELV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,990 shares; 2026Q1: 123,314 shares; 2026Q2: 102,687 shares 102,687 $4.12M 0.09% -20,627 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,569 shares; 2024Q4: 11,843 shares; 2025Q1: 11,168 shares; 2025Q2: 11,392 shares; 2025Q3: 10,462 shares; 2025Q4: 10,264 shares; 2026Q1: 11,460 shares; 2026Q2: 9,889 shares 9,889 $4.11M 0.09% -1,571 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,146 shares; 2024Q4: 11,728 shares; 2025Q1: 12,118 shares; 2025Q2: 12,058 shares; 2025Q3: 12,235 shares; 2025Q4: 16,018 shares; 2026Q1: 29,325 shares; 2026Q2: 31,870 shares 31,870 $4.03M 0.09% +2,545 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 154,961 shares; 2025Q3: 129,166 shares; 2025Q4: 99,812 shares; 2026Q1: 93,491 shares; 2026Q2: 95,650 shares 95,650 $4M 0.09% +2,159 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,563 shares; 2024Q4: 32,521 shares; 2025Q1: 35,709 shares; 2025Q2: 35,528 shares; 2025Q3: 36,953 shares; 2025Q4: 51,708 shares; 2026Q1: 58,900 shares; 2026Q2: 44,318 shares 44,318 $3.98M 0.08% -14,582 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,983 shares; 2024Q4: 11,176 shares; 2025Q1: 13,280 shares; 2025Q2: 14,697 shares; 2025Q3: 14,901 shares; 2025Q4: 15,378 shares; 2026Q1: 14,444 shares; 2026Q2: 13,320 shares 13,320 $3.97M 0.08% -1,124 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 23,037 shares 23,037 $3.94M 0.08% new Timeline AZ A2Z CUST2MATE SOLUTIONS CORP More: the full row for A2Z CUST2MATE SOLUTIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 174,613 shares; 2025Q1: 183,433 shares; 2025Q2: 181,933 shares; 2025Q3: 226,863 shares; 2025Q4: 287,728 shares; 2026Q1: 461,958 shares; 2026Q2: 668,013 shares 668,013 $3.89M 0.08% +206,055 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,963 shares; 2024Q4: 12,400 shares; 2025Q1: 12,699 shares; 2025Q2: 23,867 shares; 2025Q3: 33,134 shares; 2025Q4: 66,259 shares; 2026Q1: 26,390 shares; 2026Q2: 26,545 shares 26,545 $3.89M 0.08% +155 Timeline XERS XERIS BIOPHARMA HOLDINGS INC More: the full row for XERIS BIOPHARMA HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 276,885 shares; 2024Q4: 270,160 shares; 2025Q1: 262,805 shares; 2025Q2: 263,805 shares; 2025Q3: 258,175 shares; 2025Q4: 263,531 shares; 2026Q1: 376,476 shares; 2026Q2: 481,871 shares 481,871 $3.82M 0.08% +105,395 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 89,974 shares; 2024Q4: 89,923 shares; 2025Q1: 89,679 shares; 2025Q2: 84,876 shares; 2025Q3: 82,467 shares; 2025Q4: 83,644 shares; 2026Q1: 79,277 shares; 2026Q2: 80,795 shares 80,795 $3.79M 0.08% +1,518 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,856 shares; 2024Q4: 48,614 shares; 2025Q1: 46,494 shares; 2025Q2: 44,956 shares; 2025Q3: 46,583 shares; 2025Q4: 48,495 shares; 2026Q1: 46,826 shares; 2026Q2: 45,917 shares 45,917 $3.78M 0.08% -909 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,811 shares; 2024Q4: 9,721 shares; 2025Q1: 8,538 shares; 2025Q2: 6,815 shares; 2025Q3: 7,446 shares; 2025Q4: 7,962 shares; 2026Q1: 6,595 shares; 2026Q2: 7,235 shares 7,235 $3.78M 0.08% +640 Timeline DIVB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,537 shares; 2024Q4: 39,258 shares; 2025Q1: 43,180 shares; 2025Q2: 31,565 shares; 2025Q3: 57,215 shares; 2025Q4: 47,758 shares; 2026Q1: 47,538 shares; 2026Q2: 60,330 shares 60,330 $3.72M 0.08% +12,792 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,753 shares; 2024Q4: 23,657 shares; 2025Q1: 22,478 shares; 2025Q2: 22,535 shares; 2025Q3: 23,473 shares; 2025Q4: 18,650 shares; 2026Q1: 15,934 shares; 2026Q2: 15,286 shares 15,286 $3.71M 0.08% -648 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,655 shares; 2024Q4: 20,131 shares; 2025Q1: 19,927 shares; 2025Q2: 19,966 shares; 2025Q3: 19,826 shares; 2025Q4: 19,846 shares; 2026Q1: 47,137 shares; 2026Q2: 45,264 shares 45,264 $3.71M 0.08% -1,873 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,339 shares; 2024Q4: 37,882 shares; 2025Q1: 44,170 shares; 2025Q2: 35,718 shares; 2025Q3: 36,566 shares; 2025Q4: 36,313 shares; 2026Q1: 41,594 shares; 2026Q2: 38,187 shares 38,187 $3.68M 0.08% -3,407 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 24,779 shares; 2025Q1: 24,679 shares; 2025Q2: 24,933 shares; 2025Q3: 33,905 shares; 2025Q4: 37,313 shares; 2026Q1: 32,826 shares; 2026Q2: 31,482 shares 31,482 $3.65M 0.08% -1,344 Timeline OMFS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 62,519 shares; 2025Q4: 61,892 shares; 2026Q1: 59,758 shares; 2026Q2: 67,380 shares 67,380 $3.59M 0.08% +7,622 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 179,739 shares; 2024Q4: 160,380 shares; 2025Q1: 164,121 shares; 2025Q2: 175,708 shares; 2025Q3: 177,811 shares; 2025Q4: 117,040 shares; 2026Q1: 132,010 shares; 2026Q2: 148,377 shares 148,377 $3.57M 0.08% +16,367 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,257 shares; 2026Q1: 28,228 shares; 2026Q2: 62,707 shares 62,707 $3.56M 0.08% +34,479 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,335 shares; 2024Q4: 60,493 shares; 2025Q1: 61,945 shares; 2025Q2: 68,710 shares; 2025Q3: 71,281 shares; 2025Q4: 71,740 shares; 2026Q1: 81,631 shares; 2026Q2: 96,669 shares 96,669 $3.55M 0.08% +15,038 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,727 shares; 2024Q4: 31,908 shares; 2025Q1: 37,201 shares; 2025Q2: 16,267 shares; 2025Q3: 49,619 shares; 2025Q4: 48,971 shares; 2026Q1: 33,402 shares; 2026Q2: 63,972 shares 63,972 $3.53M 0.08% +30,570 Timeline SHYM 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; 2024Q3: 94,369 shares; 2024Q4: 115,868 shares; 2025Q1: 113,365 shares; 2025Q2: 110,005 shares; 2025Q3: 114,063 shares; 2025Q4: 199,059 shares; 2026Q1: 274,416 shares; 2026Q2: 157,020 shares 157,020 $3.53M 0.07% -117,396 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,666 shares; 2024Q4: 10,714 shares; 2025Q1: 8,087 shares; 2025Q2: 7,921 shares; 2025Q3: 9,284 shares; 2025Q4: 8,941 shares; 2026Q1: 8,315 shares; 2026Q2: 8,211 shares 8,211 $3.5M 0.07% -104 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 157,190 shares; 2024Q4: 157,022 shares; 2025Q1: 174,635 shares; 2025Q2: 176,853 shares; 2025Q3: 180,989 shares; 2025Q4: 179,165 shares; 2026Q1: 183,901 shares; 2026Q2: 191,675 shares 191,675 $3.43M 0.07% +7,774 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,750 shares; 2024Q4: 13,146 shares; 2025Q1: 13,332 shares; 2025Q2: 13,293 shares; 2025Q3: 13,323 shares; 2025Q4: 13,393 shares; 2026Q1: 24,658 shares; 2026Q2: 24,955 shares 24,955 $3.41M 0.07% +297 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,324 shares; 2024Q4: 5,126 shares; 2025Q1: 3,446 shares; 2025Q2: 3,276 shares; 2025Q3: 3,435 shares; 2025Q4: 3,981 shares; 2026Q1: 3,455 shares; 2026Q2: 5,313 shares 5,313 $3.4M 0.07% +1,858 Timeline QGRO AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,855 shares; 2024Q4: 28,984 shares; 2025Q1: 28,299 shares; 2025Q2: 30,079 shares; 2025Q3: 30,281 shares; 2025Q4: 29,667 shares; 2026Q1: 29,002 shares; 2026Q2: 28,812 shares 28,812 $3.4M 0.07% -190 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,638 shares; 2024Q4: 10,989 shares; 2025Q1: 10,164 shares; 2025Q2: 10,321 shares; 2025Q3: 11,114 shares; 2025Q4: 10,134 shares; 2026Q1: 12,033 shares; 2026Q2: 12,444 shares 12,444 $3.38M 0.07% +411 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 143,035 shares; 2024Q4: 147,120 shares; 2025Q1: 148,084 shares; 2025Q2: 153,826 shares; 2025Q3: 155,372 shares; 2025Q4: 159,277 shares; 2026Q1: 168,260 shares; 2026Q2: 182,377 shares 182,377 $3.38M 0.07% +14,117 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,800 shares; 2024Q4: 141,560 shares; 2025Q1: 124,986 shares; 2025Q2: 116,949 shares; 2025Q3: 116,842 shares; 2025Q4: 133,047 shares; 2026Q1: 131,488 shares; 2026Q2: 91,107 shares 91,107 $3.36M 0.07% -40,381 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,437 shares; 2026Q2: 5,429 shares 5,429 $3.35M 0.07% -8 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,239 shares; 2024Q4: 42,574 shares; 2025Q1: 35,779 shares; 2025Q2: 22,904 shares; 2025Q3: 30,595 shares; 2025Q4: 36,882 shares; 2026Q1: 35,556 shares; 2026Q2: 28,383 shares 28,383 $3.33M 0.07% -7,173 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 101,844 shares; 2024Q4: 112,074 shares; 2025Q1: 83,658 shares; 2025Q2: 65,262 shares; 2025Q3: 62,383 shares; 2025Q4: 74,262 shares; 2026Q1: 48,465 shares; 2026Q2: 44,122 shares 44,122 $3.33M 0.07% -4,343 Timeline AMKR AMKOR TECHNOLOGY INC More: the full row for AMKOR TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 39,263 shares; 2026Q2: 38,430 shares 38,430 $3.31M 0.07% -833 Timeline BKGI BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 73,596 shares 73,596 $3.31M 0.07% new Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,264 shares; 2024Q4: 1,979 shares; 2025Q1: 2,181 shares; 2025Q2: 3,260 shares; 2025Q3: 2,505 shares; 2025Q4: 2,652 shares; 2026Q1: 3,059 shares; 2026Q2: 2,904 shares 2,904 $3.29M 0.07% -155 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,145 shares; 2025Q4: 6,176 shares; 2026Q1: 6,353 shares; 2026Q2: 6,212 shares 6,212 $3.25M 0.07% -141 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,631 shares; 2024Q4: 38,415 shares; 2025Q1: 29,335 shares; 2025Q2: 26,720 shares; 2025Q3: 25,622 shares; 2025Q4: 25,475 shares; 2026Q1: 24,595 shares; 2026Q2: 24,668 shares 24,668 $3.25M 0.07% +73 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,705 shares; 2024Q4: 1,818 shares; 2025Q1: 1,835 shares; 2025Q2: 1,916 shares; 2025Q3: 1,991 shares; 2025Q4: 2,074 shares; 2026Q1: 2,220 shares; 2026Q2: 3,310 shares 3,310 $3.24M 0.07% +1,090 Timeline PCT PURECYCLE TECHNOLOGIES INC More: the full row for PURECYCLE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,050 shares; 2024Q4: 94,968 shares; 2025Q1: 144,392 shares; 2025Q2: 148,576 shares; 2025Q3: 157,213 shares; 2025Q4: 229,876 shares; 2026Q1: 396,273 shares; 2026Q2: 398,978 shares 398,978 $3.24M 0.07% +2,705 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,636 shares; 2024Q4: 24,659 shares; 2025Q1: 23,960 shares; 2025Q2: 23,117 shares; 2025Q3: 23,932 shares; 2025Q4: 25,169 shares; 2026Q1: 26,672 shares; 2026Q2: 27,009 shares 27,009 $3.22M 0.07% +337 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,772 shares; 2026Q1: 53,730 shares; 2026Q2: 61,940 shares 61,940 $3.2M 0.07% +8,210 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,628 shares; 2024Q4: 62,699 shares; 2025Q1: 56,328 shares; 2025Q2: 56,688 shares; 2025Q3: 56,406 shares; 2025Q4: 56,687 shares; 2026Q1: 58,056 shares; 2026Q2: 61,492 shares 61,492 $3.19M 0.07% +3,436 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,013 shares; 2024Q4: 7,450 shares; 2025Q1: 8,361 shares; 2025Q2: 8,594 shares; 2025Q3: 8,517 shares; 2025Q4: 8,834 shares; 2026Q1: 9,699 shares; 2026Q2: 9,259 shares 9,259 $3.18M 0.07% -440 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,373 shares; 2024Q4: 1,141 shares; 2025Q1: 1,110 shares; 2025Q2: 1,252 shares; 2025Q3: 1,398 shares; 2025Q4: 1,468 shares; 2026Q1: 1,450 shares; 2026Q2: 1,597 shares 1,597 $3.18M 0.07% +147 Timeline TAXF AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,641 shares; 2024Q4: 78,197 shares; 2025Q1: 72,134 shares; 2025Q2: 68,652 shares; 2025Q3: 64,007 shares; 2025Q4: 63,114 shares; 2026Q1: 64,021 shares; 2026Q2: 62,424 shares 62,424 $3.17M 0.07% -1,597 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,676 shares; 2024Q4: 11,357 shares; 2025Q1: 17,956 shares; 2025Q2: 11,860 shares; 2025Q3: 12,067 shares; 2025Q4: 11,793 shares; 2026Q1: 10,839 shares; 2026Q2: 10,548 shares 10,548 $3.15M 0.07% -291 Timeline PSCH INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,076 shares; 2024Q4: 16,171 shares; 2025Q1: 14,254 shares; 2025Q2: 24,569 shares; 2025Q3: 31,039 shares; 2025Q4: 21,648 shares; 2026Q1: 64,442 shares; 2026Q2: 60,120 shares 60,120 $3.15M 0.07% -4,322 Timeline QEFA SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,113 shares; 2024Q4: 31,496 shares; 2025Q1: 31,496 shares; 2025Q2: 32,067 shares; 2025Q3: 32,067 shares; 2025Q4: 32,275 shares; 2026Q1: 32,275 shares; 2026Q2: 32,647 shares 32,647 $3.13M 0.07% +372 Timeline DIV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 86,917 shares; 2026Q1: 162,265 shares; 2026Q2: 162,964 shares 162,964 $3.1M 0.07% +699 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,489 shares; 2025Q4: 50,375 shares; 2026Q1: 62,847 shares; 2026Q2: 76,942 shares 76,942 $3.09M 0.07% +14,095 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,661 shares; 2024Q4: 8,736 shares; 2025Q1: 8,851 shares; 2025Q2: 8,928 shares; 2025Q3: 8,727 shares; 2025Q4: 8,664 shares; 2026Q1: 13,560 shares; 2026Q2: 13,721 shares 13,721 $3.06M 0.07% +161 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,716 shares; 2024Q4: 48,315 shares; 2025Q1: 49,477 shares; 2025Q2: 49,673 shares; 2025Q3: 49,382 shares; 2025Q4: 45,642 shares; 2026Q1: 37,366 shares; 2026Q2: 54,393 shares 54,393 $3.05M 0.06% +17,027 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,797 shares; 2024Q4: 8,431 shares; 2025Q1: 8,464 shares; 2025Q2: 8,983 shares; 2025Q3: 9,112 shares; 2025Q4: 9,270 shares; 2026Q1: 9,253 shares; 2026Q2: 8,598 shares 8,598 $3.05M 0.06% -655 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,751 shares; 2025Q4: 35,944 shares; 2026Q1: 50,744 shares; 2026Q2: 124,732 shares 124,732 $3.04M 0.06% +73,988 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,463 shares; 2024Q4: 43,917 shares; 2025Q1: 43,405 shares; 2025Q2: 44,347 shares; 2025Q3: 45,665 shares; 2025Q4: 47,173 shares; 2026Q1: 42,435 shares; 2026Q2: 33,463 shares 33,463 $3.03M 0.06% -8,972 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,294 shares; 2024Q4: 42,664 shares; 2025Q1: 47,543 shares; 2025Q2: 48,119 shares; 2025Q3: 46,925 shares; 2025Q4: 44,510 shares; 2026Q1: 45,787 shares; 2026Q2: 59,667 shares 59,667 $2.97M 0.06% +13,880 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,238 shares; 2024Q4: 6,717 shares; 2025Q1: 7,026 shares; 2025Q2: 8,014 shares; 2025Q3: 7,383 shares; 2025Q4: 13,910 shares; 2026Q1: 6,724 shares; 2026Q2: 33,571 shares 33,571 $2.95M 0.06% +26,847 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,611 shares; 2024Q4: 15,320 shares; 2025Q1: 19,646 shares; 2025Q2: 18,058 shares; 2025Q3: 17,210 shares; 2025Q4: 17,167 shares; 2026Q1: 18,050 shares; 2026Q2: 18,053 shares 18,053 $2.92M 0.06% +3 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,360 shares; 2025Q1: 4,362 shares; 2025Q2: 16,056 shares; 2025Q3: 17,100 shares; 2025Q4: 16,609 shares; 2026Q1: 10,690 shares; 2026Q2: 10,224 shares 10,224 $2.92M 0.06% -466 Timeline GGN GAMCO GLOBAL GOLD NAT RES & More: the full row for GAMCO GLOBAL GOLD NAT RES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 926,634 shares; 2026Q2: 598,962 shares 598,962 $2.9M 0.06% -327,672 Timeline NFTY FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,277 shares; 2024Q4: 7,187 shares; 2025Q1: 7,295 shares; 2025Q2: 7,184 shares; 2025Q3: 9,753 shares; 2025Q4: 7,850 shares; 2026Q1: 55,209 shares; 2026Q2: 53,888 shares 53,888 $2.9M 0.06% -1,321 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,390 shares; 2024Q4: 26,653 shares; 2025Q1: 23,147 shares; 2025Q2: 35,527 shares; 2025Q3: 14,778 shares; 2025Q4: 27,134 shares; 2026Q1: 34,189 shares; 2026Q2: 56,169 shares 56,169 $2.86M 0.06% +21,980 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,229 shares; 2025Q4: 33,656 shares; 2026Q1: 17,281 shares; 2026Q2: 16,776 shares 16,776 $2.85M 0.06% -505 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,328 shares; 2024Q4: 4,336 shares; 2025Q1: 5,413 shares; 2025Q2: 5,129 shares; 2025Q3: 4,115 shares; 2025Q4: 20,361 shares; 2026Q1: 24,353 shares; 2026Q2: 28,671 shares 28,671 $2.85M 0.06% +4,318 Timeline ONEY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,339 shares; 2024Q4: 19,894 shares; 2025Q1: 18,628 shares; 2025Q2: 16,798 shares; 2025Q3: 22,151 shares; 2025Q4: 20,049 shares; 2026Q1: 19,769 shares; 2026Q2: 22,198 shares 22,198 $2.84M 0.06% +2,429 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,158 shares; 2024Q4: 13,363 shares; 2025Q1: 13,549 shares; 2025Q2: 12,739 shares; 2025Q3: 17,095 shares; 2025Q4: 15,600 shares; 2026Q1: 15,440 shares; 2026Q2: 16,612 shares 16,612 $2.83M 0.06% +1,172 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,597 shares; 2024Q4: 99,364 shares; 2025Q1: 102,136 shares; 2025Q2: 111,796 shares; 2025Q3: 123,537 shares; 2025Q4: 107,901 shares; 2026Q1: 117,627 shares; 2026Q2: 117,586 shares 117,586 $2.8M 0.06% -41 Timeline SPTB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 92,969 shares 92,969 $2.79M 0.06% new Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 425,789 shares; 2024Q4: 391,935 shares; 2025Q1: 244,665 shares; 2025Q2: 209,525 shares; 2025Q3: 202,418 shares; 2025Q4: 191,254 shares; 2026Q1: 240,689 shares; 2026Q2: 258,915 shares 258,915 $2.79M 0.06% +18,226 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,869 shares; 2026Q1: 57,753 shares; 2026Q2: 68,826 shares 68,826 $2.79M 0.06% +11,073 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,809 shares; 2024Q4: 79,154 shares; 2025Q1: 78,057 shares; 2025Q2: 78,876 shares; 2025Q3: 77,935 shares; 2025Q4: 100,005 shares; 2026Q1: 109,603 shares; 2026Q2: 95,292 shares 95,292 $2.79M 0.06% -14,311 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,697 shares; 2024Q4: 17,974 shares; 2025Q1: 19,631 shares; 2025Q2: 19,817 shares; 2025Q3: 19,228 shares; 2025Q4: 27,770 shares; 2026Q1: 35,151 shares; 2026Q2: 43,895 shares 43,895 $2.77M 0.06% +8,744 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,388 shares; 2024Q4: 27,688 shares; 2025Q1: 27,688 shares; 2025Q2: 27,688 shares; 2025Q3: 27,688 shares; 2025Q4: 27,688 shares; 2026Q1: 71,078 shares; 2026Q2: 68,444 shares 68,444 $2.75M 0.06% -2,634 Timeline AVIG AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 51,402 shares; 2025Q1: 53,449 shares; 2025Q2: 64,365 shares; 2025Q3: 49,110 shares; 2025Q4: 57,369 shares; 2026Q1: 67,629 shares; 2026Q2: 66,435 shares 66,435 $2.75M 0.06% -1,194 Timeline TBUX T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 54,954 shares; 2026Q2: 55,088 shares 55,088 $2.74M 0.06% +134 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,777 shares; 2024Q4: 13,935 shares; 2025Q1: 13,825 shares; 2025Q2: 11,956 shares; 2025Q3: 12,042 shares; 2025Q4: 15,326 shares; 2026Q1: 29,318 shares; 2026Q2: 16,201 shares 16,201 $2.74M 0.06% -13,117 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,960 shares; 2024Q4: 2,500 shares; 2025Q1: 5,756 shares; 2025Q2: 4,768 shares; 2025Q3: 4,237 shares; 2025Q4: 3,535 shares; 2026Q1: 5,334 shares; 2026Q2: 5,504 shares 5,504 $2.73M 0.06% +170 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,185 shares; 2024Q4: 48,700 shares; 2025Q1: 56,553 shares; 2025Q2: 48,841 shares; 2025Q3: 46,493 shares; 2025Q4: 43,414 shares; 2026Q1: 42,697 shares; 2026Q2: 33,387 shares 33,387 $2.7M 0.06% -9,310 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 142,399 shares; 2024Q4: 146,504 shares; 2025Q1: 238,456 shares; 2025Q2: 219,180 shares; 2025Q3: 217,654 shares; 2025Q4: 217,046 shares; 2026Q1: 203,052 shares; 2026Q2: 191,490 shares 191,490 $2.66M 0.06% -11,562 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,089 shares; 2024Q4: 3,614 shares; 2025Q1: 3,708 shares; 2025Q2: 4,178 shares; 2025Q3: 4,213 shares; 2025Q4: 3,538 shares; 2026Q1: 2,791 shares; 2026Q2: 3,723 shares 3,723 $2.66M 0.06% +932 Timeline XNTK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,614 shares; 2024Q4: 4,194 shares; 2025Q1: 4,439 shares; 2025Q2: 4,422 shares; 2025Q3: 5,479 shares; 2025Q4: 5,737 shares; 2026Q1: 6,214 shares; 2026Q2: 6,792 shares 6,792 $2.65M 0.06% +578 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,122 shares; 2024Q4: 989 shares; 2025Q1: 1,062 shares; 2025Q2: 1,168 shares; 2025Q3: 1,185 shares; 2025Q4: 1,196 shares; 2026Q1: 3,526 shares; 2026Q2: 3,508 shares 3,508 $2.65M 0.06% -18 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,572 shares; 2024Q4: 37,706 shares; 2025Q1: 48,074 shares; 2025Q2: 51,221 shares; 2025Q3: 52,221 shares; 2025Q4: 51,383 shares; 2026Q1: 72,579 shares; 2026Q2: 82,206 shares 82,206 $2.63M 0.06% +9,627 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 233 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,935 shares; 2026Q2: 1,888 shares 1,888 $2.61M 0.06% -47 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,016 shares; 2024Q4: 63,260 shares; 2025Q1: 68,495 shares; 2025Q2: 67,837 shares; 2025Q3: 67,843 shares; 2025Q4: 73,166 shares; 2026Q1: 91,873 shares; 2026Q2: 85,749 shares 85,749 $2.59M 0.06% -6,124 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,993 shares; 2024Q4: 14,657 shares; 2025Q1: 11,465 shares; 2025Q2: 8,510 shares; 2025Q3: 8,178 shares; 2025Q4: 36,761 shares; 2026Q1: 30,611 shares; 2026Q2: 53,999 shares 53,999 $2.58M 0.05% +23,388 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,233 shares; 2024Q4: 10,234 shares; 2025Q1: 9,863 shares; 2025Q2: 10,686 shares; 2025Q3: 11,864 shares; 2025Q4: 13,544 shares; 2026Q1: 12,356 shares; 2026Q2: 11,662 shares 11,662 $2.57M 0.05% -694 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,392 shares; 2024Q4: 11,053 shares; 2025Q1: 11,129 shares; 2025Q2: 37,417 shares; 2025Q3: 46,015 shares; 2025Q4: 50,418 shares; 2026Q1: 48,316 shares; 2026Q2: 50,361 shares 50,361 $2.57M 0.05% +2,045 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,384 shares; 2024Q4: 45,216 shares; 2025Q1: 44,735 shares; 2025Q2: 42,613 shares; 2025Q3: 42,406 shares; 2025Q4: 44,516 shares; 2026Q1: 43,857 shares; 2026Q2: 42,545 shares 42,545 $2.57M 0.05% -1,312 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,867 shares; 2024Q4: 9,751 shares; 2025Q1: 10,632 shares; 2025Q2: 11,594 shares; 2025Q3: 11,659 shares; 2025Q4: 11,845 shares; 2026Q1: 13,903 shares; 2026Q2: 16,842 shares 16,842 $2.55M 0.05% +2,939 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,330 shares; 2024Q4: 7,754 shares; 2025Q1: 7,828 shares; 2025Q2: 36,068 shares; 2025Q3: 38,794 shares; 2025Q4: 45,283 shares; 2026Q1: 46,604 shares; 2026Q2: 50,254 shares 50,254 $2.55M 0.05% +3,650 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,574 shares; 2024Q4: 35,806 shares; 2025Q1: 34,493 shares; 2025Q2: 32,775 shares; 2025Q3: 32,608 shares; 2025Q4: 32,946 shares; 2026Q1: 32,950 shares; 2026Q2: 30,756 shares 30,756 $2.53M 0.05% -2,194 Timeline FCFS FIRSTCASH HOLDINGS INC More: the full row for FIRSTCASH HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,684 shares; 2026Q2: 11,697 shares 11,697 $2.53M 0.05% +13 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,517 shares; 2024Q4: 29,348 shares; 2025Q1: 35,011 shares; 2025Q2: 75,319 shares; 2025Q3: 81,389 shares; 2025Q4: 59,259 shares; 2026Q1: 66,047 shares; 2026Q2: 84,287 shares 84,287 $2.48M 0.05% +18,240 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,099 shares; 2024Q4: 11,132 shares; 2025Q1: 10,162 shares; 2025Q2: 10,896 shares; 2025Q3: 12,575 shares; 2025Q4: 11,111 shares; 2026Q1: 18,925 shares; 2026Q2: 24,393 shares 24,393 $2.46M 0.05% +5,468 Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90,435 shares; 2024Q4: 95,450 shares; 2025Q1: 98,600 shares; 2025Q2: 105,149 shares; 2025Q3: 107,809 shares; 2025Q4: 110,074 shares; 2026Q1: 118,072 shares; 2026Q2: 142,870 shares 142,870 $2.45M 0.05% +24,798 Timeline QFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 151,963 shares; 2024Q4: 113,741 shares; 2025Q1: 94,794 shares; 2025Q2: 111,833 shares; 2025Q3: 122,841 shares; 2025Q4: 99,309 shares; 2026Q1: 100,950 shares; 2026Q2: 67,148 shares 67,148 $2.45M 0.05% -33,802 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,806 shares; 2026Q2: 88,480 shares 88,480 $2.45M 0.05% +76,674 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,711 shares; 2024Q4: 8,301 shares; 2025Q1: 8,009 shares; 2025Q2: 7,766 shares; 2025Q3: 7,704 shares; 2025Q4: 7,605 shares; 2026Q1: 9,567 shares; 2026Q2: 9,215 shares 9,215 $2.44M 0.05% -352 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,292 shares; 2024Q4: 19,256 shares; 2025Q1: 17,601 shares; 2025Q2: 17,056 shares; 2025Q3: 17,058 shares; 2025Q4: 17,330 shares; 2026Q1: 19,294 shares; 2026Q2: 19,153 shares 19,153 $2.42M 0.05% -141 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,200 shares; 2024Q4: 13,251 shares; 2025Q1: 14,109 shares; 2025Q2: 14,102 shares; 2025Q3: 14,201 shares; 2025Q4: 16,817 shares; 2026Q1: 17,183 shares; 2026Q2: 16,745 shares 16,745 $2.42M 0.05% -438 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,025 shares; 2024Q4: 25,168 shares; 2025Q1: 26,047 shares; 2025Q2: 25,790 shares; 2025Q3: 26,450 shares; 2025Q4: 27,605 shares; 2026Q1: 28,604 shares; 2026Q2: 27,381 shares 27,381 $2.4M 0.05% -1,223 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,361 shares; 2024Q4: 24,026 shares; 2025Q1: 23,569 shares; 2025Q2: 23,054 shares; 2025Q3: 22,458 shares; 2025Q4: 20,756 shares; 2026Q1: 20,129 shares; 2026Q2: 22,244 shares 22,244 $2.38M 0.05% +2,115 Timeline RSPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,835 shares; 2024Q4: 17,805 shares; 2025Q1: 19,836 shares; 2025Q2: 19,911 shares; 2025Q3: 28,122 shares; 2025Q4: 28,446 shares; 2026Q1: 27,108 shares; 2026Q2: 23,993 shares 23,993 $2.35M 0.05% -3,115 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 26,622 shares; 2025Q1: 28,088 shares; 2025Q2: 11,364 shares; 2025Q3: 111,803 shares; 2025Q4: 166,187 shares; 2026Q1: 72,786 shares; 2026Q2: 50,916 shares 50,916 $2.33M 0.05% -21,870 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,057 shares; 2024Q4: 37,026 shares; 2025Q1: 36,629 shares; 2025Q2: 39,751 shares; 2025Q3: 40,201 shares; 2025Q4: 39,938 shares; 2026Q1: 45,755 shares; 2026Q2: 43,464 shares 43,464 $2.31M 0.05% -2,291 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,669 shares; 2024Q4: 9,633 shares; 2025Q1: 9,821 shares; 2025Q2: 9,802 shares; 2025Q3: 8,784 shares; 2025Q4: 10,729 shares; 2026Q1: 10,221 shares; 2026Q2: 9,298 shares 9,298 $2.31M 0.05% -923 Timeline PTH INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,419 shares; 2024Q4: 71,838 shares; 2025Q1: 90,217 shares; 2025Q2: 79,026 shares; 2025Q3: 85,886 shares; 2025Q4: 85,892 shares; 2026Q1: 57,887 shares; 2026Q2: 38,371 shares 38,371 $2.29M 0.05% -19,516 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,348 shares; 2025Q3: 12,231 shares; 2025Q4: 10,933 shares; 2026Q1: 4,377 shares; 2026Q2: 25,171 shares 25,171 $2.28M 0.05% +20,794 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,168 shares; 2025Q4: 2,524 shares; 2026Q1: 2,363 shares; 2026Q2: 2,367 shares 2,367 $2.28M 0.05% +4 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,601 shares; 2024Q4: 125,033 shares; 2025Q1: 124,512 shares; 2025Q2: 98,968 shares; 2025Q3: 71,074 shares; 2025Q4: 75,276 shares; 2026Q1: 78,389 shares; 2026Q2: 77,631 shares 77,631 $2.25M 0.05% -758 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,680 shares; 2024Q4: 9,090 shares; 2025Q1: 9,100 shares; 2025Q2: 9,021 shares; 2025Q3: 8,975 shares; 2025Q4: 8,876 shares; 2026Q1: 8,860 shares; 2026Q2: 8,776 shares 8,776 $2.24M 0.05% -84 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,013 shares 10,013 $2.24M 0.05% new Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,777 shares; 2024Q4: 26,004 shares; 2025Q1: 32,268 shares; 2025Q2: 47,172 shares; 2025Q3: 50,175 shares; 2025Q4: 38,116 shares; 2026Q1: 41,942 shares; 2026Q2: 44,386 shares 44,386 $2.24M 0.05% +2,444 Timeline DAPP VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 84,557 shares; 2026Q1: 114,184 shares; 2026Q2: 115,525 shares 115,525 $2.24M 0.05% +1,341 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,458 shares; 2024Q4: 26,939 shares; 2025Q1: 35,783 shares; 2025Q2: 41,030 shares; 2025Q3: 46,425 shares; 2025Q4: 62,869 shares; 2026Q1: 83,857 shares; 2026Q2: 91,269 shares 91,269 $2.23M 0.05% +7,412 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,461 shares; 2024Q4: 14,778 shares; 2025Q1: 15,626 shares; 2025Q2: 15,515 shares; 2025Q3: 13,919 shares; 2025Q4: 13,882 shares; 2026Q1: 13,477 shares; 2026Q2: 13,399 shares 13,399 $2.23M 0.05% -78 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,300 shares; 2024Q4: 49,408 shares; 2025Q1: 50,050 shares; 2025Q2: 44,580 shares; 2025Q3: 44,430 shares; 2025Q4: 45,563 shares; 2026Q1: 45,270 shares; 2026Q2: 46,894 shares 46,894 $2.23M 0.05% +1,624 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,992 shares 9,992 $2.21M 0.05% new Timeline PSCU INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,040 shares; 2025Q4: 22,259 shares; 2026Q1: 39,329 shares; 2026Q2: 33,365 shares 33,365 $2.2M 0.05% -5,964 Timeline XSHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 25,109 shares; 2025Q1: 21,113 shares; 2025Q2: 21,261 shares; 2025Q3: 25,473 shares; 2025Q4: 25,939 shares; 2026Q1: 151,132 shares; 2026Q2: 155,940 shares 155,940 $2.2M 0.05% +4,808 Timeline VSEC VSE CORP More: the full row for VSE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,603 shares; 2026Q2: 9,626 shares 9,626 $2.2M 0.05% +23 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,800 shares; 2024Q4: 15,095 shares; 2025Q1: 15,422 shares; 2025Q2: 15,558 shares; 2025Q3: 16,199 shares; 2025Q4: 15,149 shares; 2026Q1: 15,909 shares; 2026Q2: 15,356 shares 15,356 $2.2M 0.05% -553 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,002 shares; 2024Q4: 27,351 shares; 2025Q1: 26,581 shares; 2025Q2: 26,501 shares; 2025Q3: 23,969 shares; 2025Q4: 25,949 shares; 2026Q1: 24,918 shares; 2026Q2: 20,246 shares 20,246 $2.18M 0.05% -4,672 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,619 shares; 2024Q4: 7,288 shares; 2025Q1: 7,237 shares; 2025Q2: 7,530 shares; 2025Q3: 7,573 shares; 2025Q4: 6,926 shares; 2026Q1: 6,918 shares; 2026Q2: 6,907 shares 6,907 $2.17M 0.05% -11 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 282,375 shares; 2025Q3: 291,470 shares; 2025Q4: 327,453 shares; 2026Q1: 64,743 shares; 2026Q2: 42,882 shares 42,882 $2.17M 0.05% -21,861 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,278 shares; 2024Q4: 44,188 shares; 2025Q1: 65,300 shares; 2025Q2: 68,781 shares; 2025Q3: 74,796 shares; 2025Q4: 76,200 shares; 2026Q1: 73,676 shares; 2026Q2: 92,363 shares 92,363 $2.16M 0.05% +18,687 Timeline XSVM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,506 shares; 2024Q4: 51,232 shares; 2025Q1: 48,541 shares; 2025Q2: 23,238 shares; 2025Q3: 25,982 shares; 2025Q4: 32,464 shares; 2026Q1: 31,485 shares; 2026Q2: 30,772 shares 30,772 $2.14M 0.05% -713 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,459 shares; 2024Q4: 19,301 shares; 2025Q1: 18,895 shares; 2025Q2: 15,850 shares; 2025Q3: 23,528 shares; 2025Q4: 22,325 shares; 2026Q1: 23,653 shares; 2026Q2: 20,870 shares 20,870 $2.13M 0.05% -2,783 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,254 shares; 2024Q4: 21,996 shares; 2025Q1: 21,678 shares; 2025Q2: 21,290 shares; 2025Q3: 22,183 shares; 2025Q4: 25,104 shares; 2026Q1: 24,980 shares; 2026Q2: 16,690 shares 16,690 $2.13M 0.05% -8,290 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,825 shares; 2024Q4: 48,230 shares; 2025Q1: 50,001 shares; 2025Q2: 50,001 shares; 2025Q3: 50,001 shares; 2025Q4: 54,002 shares; 2026Q1: 55,098 shares; 2026Q2: 55,638 shares 55,638 $2.13M 0.05% +540 Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,730 shares; 2025Q3: 5,573 shares; 2025Q4: 40,574 shares; 2026Q1: 40,920 shares; 2026Q2: 40,019 shares 40,019 $2.12M 0.05% -901 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,579 shares; 2024Q4: 6,687 shares; 2025Q1: 6,553 shares; 2025Q2: 6,477 shares; 2025Q3: 6,419 shares; 2025Q4: 6,466 shares; 2026Q1: 6,456 shares; 2026Q2: 6,366 shares 6,366 $2.1M 0.04% -90 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,287 shares; 2025Q3: 10,925 shares; 2025Q4: 3,554 shares; 2026Q1: 17,843 shares; 2026Q2: 20,844 shares 20,844 $2.1M 0.04% +3,001 Timeline DBA INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,811 shares; 2024Q4: 9,777 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,163 shares; 2025Q4: not reported; 2026Q1: 15,541 shares; 2026Q2: 78,246 shares 78,246 $2.09M 0.04% +62,705 Timeline DRAM ROUNDHILL ETF TRUST More: the full row for ROUNDHILL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 28,208 shares 28,208 $2.08M 0.04% new Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,966 shares; 2024Q4: 15,043 shares; 2025Q1: 16,535 shares; 2025Q2: 16,354 shares; 2025Q3: 17,513 shares; 2025Q4: 14,541 shares; 2026Q1: 15,005 shares; 2026Q2: 13,386 shares 13,386 $2.08M 0.04% -1,619 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 101,250 shares; 2024Q4: 145,106 shares; 2025Q1: 139,969 shares; 2025Q2: 137,929 shares; 2025Q3: 62,982 shares; 2025Q4: 54,804 shares; 2026Q1: 45,916 shares; 2026Q2: 40,944 shares 40,944 $2.07M 0.04% -4,972 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,696 shares; 2024Q4: 36,009 shares; 2025Q1: 33,062 shares; 2025Q2: 34,596 shares; 2025Q3: 36,739 shares; 2025Q4: 38,712 shares; 2026Q1: 41,197 shares; 2026Q2: 38,721 shares 38,721 $2.04M 0.04% -2,476 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,044 shares; 2025Q4: 20,554 shares; 2026Q1: 163,446 shares; 2026Q2: 170,682 shares 170,682 $2.03M 0.04% +7,236 Timeline IFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 38,147 shares 38,147 $2.02M 0.04% new Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,029 shares; 2025Q2: 40,586 shares; 2025Q3: 29,571 shares; 2025Q4: 11,520 shares; 2026Q1: 11,853 shares; 2026Q2: 29,401 shares 29,401 $2.02M 0.04% +17,548 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,156 shares; 2024Q4: 17,893 shares; 2025Q1: 16,979 shares; 2025Q2: 17,064 shares; 2025Q3: 17,240 shares; 2025Q4: 16,677 shares; 2026Q1: 17,580 shares; 2026Q2: 17,153 shares 17,153 $2.01M 0.04% -427 Timeline AVMU AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 42,956 shares 42,956 $2M 0.04% new Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,242 shares; 2024Q4: 14,703 shares; 2025Q1: 15,242 shares; 2025Q2: 15,757 shares; 2025Q3: 16,091 shares; 2025Q4: 15,895 shares; 2026Q1: 15,683 shares; 2026Q2: 14,762 shares 14,762 $1.99M 0.04% -921 Timeline FLMI 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 38,758 shares; 2025Q4: 40,768 shares; 2026Q1: 14,614 shares; 2026Q2: 79,108 shares 79,108 $1.99M 0.04% +64,494 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,777 shares; 2024Q4: 6,662 shares; 2025Q1: 6,745 shares; 2025Q2: 6,873 shares; 2025Q3: 7,445 shares; 2025Q4: 8,875 shares; 2026Q1: 9,111 shares; 2026Q2: 9,521 shares 9,521 $1.99M 0.04% +410 Timeline DDTZ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 102,791 shares 102,791 $1.99M 0.04% new Timeline FDUS FIDUS INVT CORP More: the full row for FIDUS INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,921 shares; 2024Q4: 60,357 shares; 2025Q1: 63,184 shares; 2025Q2: 69,581 shares; 2025Q3: 71,681 shares; 2025Q4: 74,606 shares; 2026Q1: 82,855 shares; 2026Q2: 104,311 shares 104,311 $1.99M 0.04% +21,456 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,875 shares; 2024Q4: 67,362 shares; 2025Q1: 69,669 shares; 2025Q2: 80,797 shares; 2025Q3: 84,077 shares; 2025Q4: 86,883 shares; 2026Q1: 100,895 shares; 2026Q2: 125,185 shares 125,185 $1.97M 0.04% +24,290 Timeline MUD 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 201,300 shares 201,300 $1.97M 0.04% new Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,074 shares; 2024Q4: 4,023 shares; 2025Q1: 4,557 shares; 2025Q2: 4,743 shares; 2025Q3: 5,524 shares; 2025Q4: 5,542 shares; 2026Q1: 5,816 shares; 2026Q2: 5,783 shares 5,783 $1.97M 0.04% -33 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,723 shares; 2024Q4: 23,472 shares; 2025Q1: 31,620 shares; 2025Q2: 28,748 shares; 2025Q3: 30,569 shares; 2025Q4: 32,357 shares; 2026Q1: 27,345 shares; 2026Q2: 22,643 shares 22,643 $1.97M 0.04% -4,702 Timeline HMOP HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 50,281 shares 50,281 $1.97M 0.04% new Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,473 shares; 2024Q4: 9,579 shares; 2025Q1: 9,515 shares; 2025Q2: 9,853 shares; 2025Q3: 11,108 shares; 2025Q4: 11,357 shares; 2026Q1: 11,251 shares; 2026Q2: 12,367 shares 12,367 $1.96M 0.04% +1,116 Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 41,603 shares; 2025Q1: 41,766 shares; 2025Q2: 42,008 shares; 2025Q3: 42,259 shares; 2025Q4: 75,666 shares; 2026Q1: 75,968 shares; 2026Q2: 76,419 shares 76,419 $1.96M 0.04% +451 Timeline INMU 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 59,454 shares; 2026Q2: 80,637 shares 80,637 $1.96M 0.04% +21,183 Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 45,764 shares; 2026Q2: 45,950 shares 45,950 $1.95M 0.04% +186 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,379 shares; 2024Q4: 15,267 shares; 2025Q1: 14,753 shares; 2025Q2: 13,957 shares; 2025Q3: 19,707 shares; 2025Q4: 19,392 shares; 2026Q1: 17,924 shares; 2026Q2: 14,895 shares 14,895 $1.95M 0.04% -3,029 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,834 shares; 2024Q4: 2,545 shares; 2025Q1: 2,426 shares; 2025Q2: 2,624 shares; 2025Q3: 2,844 shares; 2025Q4: 2,749 shares; 2026Q1: 4,808 shares; 2026Q2: 6,121 shares 6,121 $1.93M 0.04% +1,313 Timeline DFAW DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,300 shares; 2026Q1: 21,105 shares; 2026Q2: 23,133 shares 23,133 $1.92M 0.04% +2,028 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,523 shares; 2024Q4: 4,599 shares; 2025Q1: 4,480 shares; 2025Q2: 4,433 shares; 2025Q3: 4,806 shares; 2025Q4: 4,071 shares; 2026Q1: 4,762 shares; 2026Q2: 4,814 shares 4,814 $1.91M 0.04% +52 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,907 shares; 2024Q4: 4,729 shares; 2025Q1: 4,658 shares; 2025Q2: 4,519 shares; 2025Q3: 4,136 shares; 2025Q4: 3,528 shares; 2026Q1: 15,288 shares; 2026Q2: 9,316 shares 9,316 $1.91M 0.04% -5,972 Timeline PEY INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,978 shares; 2024Q4: 47,216 shares; 2025Q1: 74,434 shares; 2025Q2: 48,033 shares; 2025Q3: 81,003 shares; 2025Q4: 72,123 shares; 2026Q1: 63,537 shares; 2026Q2: 82,303 shares 82,303 $1.91M 0.04% +18,766 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,890 shares; 2024Q4: 10,923 shares; 2025Q1: 16,230 shares; 2025Q2: 16,691 shares; 2025Q3: 16,691 shares; 2025Q4: 17,993 shares; 2026Q1: 18,664 shares; 2026Q2: 19,976 shares 19,976 $1.91M 0.04% +1,312 Timeline ULTY TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 54,311 shares; 2026Q2: 64,431 shares 64,431 $1.91M 0.04% +10,120 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,718 shares; 2024Q4: 50,902 shares; 2025Q1: 51,287 shares; 2025Q2: 22,675 shares; 2025Q3: 53,203 shares; 2025Q4: 61,247 shares; 2026Q1: 65,325 shares; 2026Q2: 15,513 shares 15,513 $1.89M 0.04% -49,812 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,055 shares; 2024Q4: 11,767 shares; 2025Q1: 8,683 shares; 2025Q2: 7,744 shares; 2025Q3: 7,752 shares; 2025Q4: 7,201 shares; 2026Q1: 6,243 shares; 2026Q2: 10,381 shares 10,381 $1.88M 0.04% +4,138 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,063 shares; 2024Q4: 5,652 shares; 2025Q1: 5,679 shares; 2025Q2: 5,579 shares; 2025Q3: 5,543 shares; 2025Q4: 5,559 shares; 2026Q1: 5,465 shares; 2026Q2: 5,450 shares 5,450 $1.88M 0.04% -15 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,848 shares; 2024Q4: 18,478 shares; 2025Q1: 18,467 shares; 2025Q2: 18,363 shares; 2025Q3: 18,041 shares; 2025Q4: 16,228 shares; 2026Q1: 16,504 shares; 2026Q2: 15,995 shares 15,995 $1.88M 0.04% -509 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,069 shares; 2024Q4: 21,241 shares; 2025Q1: 18,178 shares; 2025Q2: 18,721 shares; 2025Q3: 18,716 shares; 2025Q4: 18,631 shares; 2026Q1: 17,356 shares; 2026Q2: 16,564 shares 16,564 $1.86M 0.04% -792 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,331 shares; 2024Q4: 4,362 shares; 2025Q1: 8,609 shares; 2025Q2: 12,736 shares; 2025Q3: 7,204 shares; 2025Q4: 2,602 shares; 2026Q1: 4,806 shares; 2026Q2: 6,830 shares 6,830 $1.85M 0.04% +2,024 Timeline BUG GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,523 shares; 2024Q4: 16,975 shares; 2025Q1: 14,363 shares; 2025Q2: 14,910 shares; 2025Q3: 20,866 shares; 2025Q4: 24,258 shares; 2026Q1: 59,728 shares; 2026Q2: 48,145 shares 48,145 $1.84M 0.04% -11,583 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,785 shares; 2024Q4: 5,815 shares; 2025Q1: 8,598 shares; 2025Q2: 7,510 shares; 2025Q3: 6,946 shares; 2025Q4: 6,900 shares; 2026Q1: 5,855 shares; 2026Q2: 5,023 shares 5,023 $1.84M 0.04% -832 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,411 shares; 2024Q4: 8,785 shares; 2025Q1: 7,594 shares; 2025Q2: 9,729 shares; 2025Q3: 7,817 shares; 2025Q4: 7,198 shares; 2026Q1: 8,102 shares; 2026Q2: 7,197 shares 7,197 $1.83M 0.04% -905 Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,223 shares; 2024Q4: 26,983 shares; 2025Q1: 24,728 shares; 2025Q2: 25,563 shares; 2025Q3: 44,200 shares; 2025Q4: 30,950 shares; 2026Q1: 23,114 shares; 2026Q2: 23,544 shares 23,544 $1.82M 0.04% +430 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,515 shares; 2024Q4: 47,686 shares; 2025Q1: 101,204 shares; 2025Q2: 84,467 shares; 2025Q3: 79,681 shares; 2025Q4: 73,766 shares; 2026Q1: 70,068 shares; 2026Q2: 71,486 shares 71,486 $1.82M 0.04% +1,418 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 216,574 shares; 2024Q4: 195,162 shares; 2025Q1: 268,667 shares; 2025Q2: 79,995 shares; 2025Q3: 61,208 shares; 2025Q4: 54,686 shares; 2026Q1: 47,796 shares; 2026Q2: 44,502 shares 44,502 $1.82M 0.04% -3,294 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,420 shares; 2024Q4: 5,866 shares; 2025Q1: 6,222 shares; 2025Q2: 5,842 shares; 2025Q3: 6,948 shares; 2025Q4: 6,540 shares; 2026Q1: 7,988 shares; 2026Q2: 7,447 shares 7,447 $1.81M 0.04% -541 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,020 shares; 2024Q4: 64,892 shares; 2025Q1: 58,201 shares; 2025Q2: 56,984 shares; 2025Q3: 54,908 shares; 2025Q4: 57,112 shares; 2026Q1: 57,862 shares; 2026Q2: 58,026 shares 58,026 $1.8M 0.04% +164 Timeline TCAI TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 34,776 shares; 2026Q2: 32,208 shares 32,208 $1.8M 0.04% -2,568 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,610 shares; 2024Q4: 14,704 shares; 2025Q1: 14,180 shares; 2025Q2: 20,613 shares; 2025Q3: 25,827 shares; 2025Q4: 26,310 shares; 2026Q1: 29,514 shares; 2026Q2: 30,123 shares 30,123 $1.8M 0.04% +609 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,375 shares; 2025Q4: 29,638 shares; 2026Q1: 29,251 shares; 2026Q2: 30,071 shares 30,071 $1.8M 0.04% +820 Timeline FMUB FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,430 shares; 2026Q1: 12,110 shares; 2026Q2: 34,815 shares 34,815 $1.79M 0.04% +22,705 Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,520 shares; 2024Q4: 13,176 shares; 2025Q1: 13,102 shares; 2025Q2: 12,293 shares; 2025Q3: 12,174 shares; 2025Q4: 11,724 shares; 2026Q1: 11,240 shares; 2026Q2: 10,615 shares 10,615 $1.79M 0.04% -625 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,394 shares; 2024Q4: 18,835 shares; 2025Q1: 16,656 shares; 2025Q2: 16,575 shares; 2025Q3: 16,955 shares; 2025Q4: 17,137 shares; 2026Q1: 20,302 shares; 2026Q2: 20,563 shares 20,563 $1.79M 0.04% +261 Timeline ISCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,396 shares; 2024Q4: 27,059 shares; 2025Q1: 26,976 shares; 2025Q2: 27,555 shares; 2025Q3: 29,110 shares; 2025Q4: 33,806 shares; 2026Q1: 33,664 shares; 2026Q2: 22,823 shares 22,823 $1.79M 0.04% -10,841 Timeline BFC BANK FIRST CORP More: the full row for BANK FIRST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,569 shares; 2024Q4: 13,069 shares; 2025Q1: 13,069 shares; 2025Q2: 12,948 shares; 2025Q3: 12,617 shares; 2025Q4: 12,617 shares; 2026Q1: 12,277 shares; 2026Q2: 11,977 shares 11,977 $1.78M 0.04% -300 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,377 shares; 2024Q4: 14,541 shares; 2025Q1: 14,552 shares; 2025Q2: 13,561 shares; 2025Q3: 17,453 shares; 2025Q4: 18,324 shares; 2026Q1: 19,217 shares; 2026Q2: 19,370 shares 19,370 $1.78M 0.04% +153 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,483 shares; 2024Q4: 16,255 shares; 2025Q1: 17,401 shares; 2025Q2: 18,766 shares; 2025Q3: 20,446 shares; 2025Q4: 20,596 shares; 2026Q1: 21,321 shares; 2026Q2: 21,332 shares 21,332 $1.76M 0.04% +11 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,532 shares; 2024Q4: 8,708 shares; 2025Q1: 10,142 shares; 2025Q2: 10,250 shares; 2025Q3: 10,404 shares; 2025Q4: 12,447 shares; 2026Q1: 12,540 shares; 2026Q2: 12,599 shares 12,599 $1.71M 0.04% +59 Timeline HIMU 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,181 shares; 2025Q2: 20,493 shares; 2025Q3: 20,713 shares; 2025Q4: 21,635 shares; 2026Q1: 21,341 shares; 2026Q2: 34,160 shares 34,160 $1.7M 0.04% +12,819 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,550 shares; 2024Q4: 5,089 shares; 2025Q1: 5,220 shares; 2025Q2: 4,436 shares; 2025Q3: 4,382 shares; 2025Q4: 4,424 shares; 2026Q1: 6,240 shares; 2026Q2: 7,489 shares 7,489 $1.7M 0.04% +1,249 Timeline XMPT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,568 shares; 2025Q1: 10,150 shares; 2025Q2: not reported; 2025Q3: 9,841 shares; 2025Q4: 12,461 shares; 2026Q1: 33,977 shares; 2026Q2: 76,077 shares 76,077 $1.7M 0.04% +42,100 Timeline PSCC INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,879 shares; 2024Q4: 17,733 shares; 2025Q1: 10,382 shares; 2025Q2: 9,513 shares; 2025Q3: 13,726 shares; 2025Q4: 43,681 shares; 2026Q1: 48,456 shares; 2026Q2: 48,025 shares 48,025 $1.69M 0.04% -431 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,115 shares; 2024Q4: 5,041 shares; 2025Q1: 5,003 shares; 2025Q2: 4,283 shares; 2025Q3: 4,185 shares; 2025Q4: 14,734 shares; 2026Q1: 14,416 shares; 2026Q2: 15,377 shares 15,377 $1.69M 0.04% +961 Timeline DIVI 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,217 shares; 2026Q1: 40,854 shares; 2026Q2: 39,410 shares 39,410 $1.68M 0.04% -1,444 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,578 shares; 2024Q4: 7,555 shares; 2025Q1: 9,319 shares; 2025Q2: 9,315 shares; 2025Q3: 9,319 shares; 2025Q4: 9,324 shares; 2026Q1: 9,206 shares; 2026Q2: 9,189 shares 9,189 $1.67M 0.04% -17 Timeline PXF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,166 shares; 2024Q4: 19,680 shares; 2025Q1: 18,464 shares; 2025Q2: 20,070 shares; 2025Q3: 20,113 shares; 2025Q4: 20,537 shares; 2026Q1: 20,689 shares; 2026Q2: 22,140 shares 22,140 $1.67M 0.04% +1,451 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,669 shares; 2024Q4: 5,502 shares; 2025Q1: 4,336 shares; 2025Q2: 4,638 shares; 2025Q3: not reported; 2025Q4: 10,499 shares; 2026Q1: 24,733 shares; 2026Q2: 32,750 shares 32,750 $1.67M 0.04% +8,017 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,465 shares; 2024Q4: 54,430 shares; 2025Q1: 84,101 shares; 2025Q2: 34,293 shares; 2025Q3: 34,290 shares; 2025Q4: 35,140 shares; 2026Q1: 39,695 shares; 2026Q2: 38,184 shares 38,184 $1.67M 0.04% -1,511 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,699 shares; 2024Q4: 6,499 shares; 2025Q1: 6,607 shares; 2025Q2: 6,265 shares; 2025Q3: 6,374 shares; 2025Q4: 6,684 shares; 2026Q1: 6,711 shares; 2026Q2: 6,383 shares 6,383 $1.66M 0.04% -328 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,766 shares 8,766 $1.66M 0.04% new Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 60,483 shares 60,483 $1.66M 0.04% new Timeline BBUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,292 shares; 2025Q4: 2,266 shares; 2026Q1: 12,885 shares; 2026Q2: 12,298 shares 12,298 $1.66M 0.04% -587 Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,629 shares; 2024Q4: 26,388 shares; 2025Q1: 33,278 shares; 2025Q2: 35,910 shares; 2025Q3: 37,419 shares; 2025Q4: 51,211 shares; 2026Q1: 83,194 shares; 2026Q2: 64,587 shares 64,587 $1.65M 0.04% -18,607 Timeline GLNG GOLAR LNG LTD More: the full row for GOLAR LNG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12,558 shares; 2025Q1: 28,751 shares; 2025Q2: 28,298 shares; 2025Q3: 23,899 shares; 2025Q4: 33,875 shares; 2026Q1: 33,993 shares; 2026Q2: 33,042 shares 33,042 $1.65M 0.04% -951 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,539 shares; 2024Q4: 11,124 shares; 2025Q1: 13,883 shares; 2025Q2: 15,118 shares; 2025Q3: 13,316 shares; 2025Q4: 12,953 shares; 2026Q1: 13,439 shares; 2026Q2: 10,495 shares 10,495 $1.64M 0.03% -2,944 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,967 shares; 2024Q4: 3,511 shares; 2025Q1: 3,284 shares; 2025Q2: 4,978 shares; 2025Q3: 4,688 shares; 2025Q4: 3,747 shares; 2026Q1: 3,532 shares; 2026Q2: 3,279 shares 3,279 $1.64M 0.03% -253 Timeline LSAF TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,227 shares; 2024Q4: 63,349 shares; 2025Q1: 62,844 shares; 2025Q2: 36,965 shares; 2025Q3: 32,261 shares; 2025Q4: 32,659 shares; 2026Q1: 32,189 shares; 2026Q2: 31,548 shares 31,548 $1.63M 0.03% -641 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,976 shares; 2024Q4: 7,200 shares; 2025Q1: 7,547 shares; 2025Q2: 7,763 shares; 2025Q3: 8,025 shares; 2025Q4: 47,205 shares; 2026Q1: 50,239 shares; 2026Q2: 48,813 shares 48,813 $1.63M 0.03% -1,426 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,701 shares; 2024Q4: 10,503 shares; 2025Q1: 9,720 shares; 2025Q2: 8,178 shares; 2025Q3: 8,797 shares; 2025Q4: 8,013 shares; 2026Q1: 16,489 shares; 2026Q2: 21,916 shares 21,916 $1.63M 0.03% +5,427 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,849 shares; 2024Q4: 24,289 shares; 2025Q1: 38,145 shares; 2025Q2: 38,014 shares; 2025Q3: 26,093 shares; 2025Q4: 26,034 shares; 2026Q1: 28,361 shares; 2026Q2: 22,566 shares 22,566 $1.63M 0.03% -5,795 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,033 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,199 shares; 2025Q3: 2,355 shares; 2025Q4: 2,629 shares; 2026Q1: 2,805 shares; 2026Q2: 1,682 shares 1,682 $1.62M 0.03% -1,123 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,075 shares; 2024Q4: 3,429 shares; 2025Q1: 3,377 shares; 2025Q2: 3,327 shares; 2025Q3: 3,353 shares; 2025Q4: 2,886 shares; 2026Q1: 2,954 shares; 2026Q2: 3,127 shares 3,127 $1.62M 0.03% +173 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,145 shares; 2024Q4: 20,771 shares; 2025Q1: 20,589 shares; 2025Q2: 20,858 shares; 2025Q3: 20,923 shares; 2025Q4: 20,229 shares; 2026Q1: 23,329 shares; 2026Q2: 20,583 shares 20,583 $1.61M 0.03% -2,746 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,816 shares; 2024Q4: 1,745 shares; 2025Q1: 1,905 shares; 2025Q2: 1,927 shares; 2025Q3: 2,002 shares; 2025Q4: 2,015 shares; 2026Q1: 2,186 shares; 2026Q2: 2,236 shares 2,236 $1.61M 0.03% +50 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,315 shares; 2024Q4: 2,426 shares; 2025Q1: 2,317 shares; 2025Q2: 1,489 shares; 2025Q3: 1,523 shares; 2025Q4: 1,422 shares; 2026Q1: 4,639 shares; 2026Q2: 4,676 shares 4,676 $1.6M 0.03% +37 Timeline CLOA 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35,588 shares; 2026Q2: 30,792 shares 30,792 $1.6M 0.03% -4,796 Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,288 shares; 2024Q4: 5,348 shares; 2025Q1: 5,069 shares; 2025Q2: 4,918 shares; 2025Q3: 3,124 shares; 2025Q4: 2,674 shares; 2026Q1: 2,566 shares; 2026Q2: 2,559 shares 2,559 $1.6M 0.03% -7 Timeline QQQX NUVEEN NASDAQ 100 DYNAMIC OV More: the full row for NUVEEN NASDAQ 100 DYNAMIC OV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 52,731 shares 52,731 $1.59M 0.03% new Timeline PALL ABRDN PALLADIUM ETF TRUST More: the full row for ABRDN PALLADIUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,472 shares; 2025Q1: 5,113 shares; 2025Q2: 18,608 shares; 2025Q3: 19,060 shares; 2025Q4: 7,852 shares; 2026Q1: 6,334 shares; 2026Q2: 71,690 shares 71,690 $1.58M 0.03% +65,356 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,251 shares; 2024Q4: 9,657 shares; 2025Q1: 9,155 shares; 2025Q2: 8,890 shares; 2025Q3: 8,891 shares; 2025Q4: 8,714 shares; 2026Q1: 8,723 shares; 2026Q2: 22,896 shares 22,896 $1.58M 0.03% +14,173 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,427 shares; 2024Q4: 2,067 shares; 2025Q1: 2,422 shares; 2025Q2: 2,827 shares; 2025Q3: 3,602 shares; 2025Q4: 3,749 shares; 2026Q1: 3,928 shares; 2026Q2: 3,953 shares 3,953 $1.57M 0.03% +25 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,900 shares; 2024Q4: 23,941 shares; 2025Q1: 23,080 shares; 2025Q2: 26,968 shares; 2025Q3: 27,564 shares; 2025Q4: 28,289 shares; 2026Q1: 30,197 shares; 2026Q2: 26,054 shares 26,054 $1.56M 0.03% -4,143 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,951 shares; 2026Q1: 40,483 shares; 2026Q2: 41,451 shares 41,451 $1.55M 0.03% +968 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,119 shares; 2024Q4: 4,795 shares; 2025Q1: 5,069 shares; 2025Q2: 5,324 shares; 2025Q3: 14,724 shares; 2025Q4: 10,819 shares; 2026Q1: 4,445 shares; 2026Q2: 5,068 shares 5,068 $1.55M 0.03% +623 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,446 shares; 2024Q4: 9,076 shares; 2025Q1: 8,483 shares; 2025Q2: 8,523 shares; 2025Q3: 8,377 shares; 2025Q4: 10,139 shares; 2026Q1: 9,911 shares; 2026Q2: 8,680 shares 8,680 $1.55M 0.03% -1,231 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,497 shares; 2024Q4: 5,237 shares; 2025Q1: 5,600 shares; 2025Q2: 5,717 shares; 2025Q3: 5,868 shares; 2025Q4: 5,865 shares; 2026Q1: 5,914 shares; 2026Q2: 4,335 shares 4,335 $1.54M 0.03% -1,579 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 489,818 shares; 2024Q4: 438,542 shares; 2025Q1: 612,222 shares; 2025Q2: 143,093 shares; 2025Q3: 98,270 shares; 2025Q4: 87,499 shares; 2026Q1: 83,574 shares; 2026Q2: 83,570 shares 83,570 $1.54M 0.03% -4 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,583 shares; 2024Q4: 24,945 shares; 2025Q1: 26,005 shares; 2025Q2: 25,943 shares; 2025Q3: 55,662 shares; 2025Q4: 47,524 shares; 2026Q1: 33,607 shares; 2026Q2: 24,421 shares 24,421 $1.54M 0.03% -9,186 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,282 shares; 2024Q4: 67,301 shares; 2025Q1: 71,699 shares; 2025Q2: 73,781 shares; 2025Q3: 84,000 shares; 2025Q4: 105,843 shares; 2026Q1: 111,720 shares; 2026Q2: 78,626 shares 78,626 $1.54M 0.03% -33,094 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,733 shares; 2024Q4: 5,427 shares; 2025Q1: 5,502 shares; 2025Q2: 8,281 shares; 2025Q3: 9,459 shares; 2025Q4: 10,420 shares; 2026Q1: 9,758 shares; 2026Q2: 9,724 shares 9,724 $1.53M 0.03% -34 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 99,698 shares; 2024Q4: 67,013 shares; 2025Q1: 71,318 shares; 2025Q2: 73,460 shares; 2025Q3: 83,502 shares; 2025Q4: 104,427 shares; 2026Q1: 110,190 shares; 2026Q2: 77,785 shares 77,785 $1.53M 0.03% -32,405 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,062 shares; 2024Q4: 2,276 shares; 2025Q1: 2,604 shares; 2025Q2: 2,974 shares; 2025Q3: 3,272 shares; 2025Q4: 4,025 shares; 2026Q1: 4,196 shares; 2026Q2: 4,291 shares 4,291 $1.52M 0.03% +95 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,276 shares; 2024Q4: 10,124 shares; 2025Q1: 15,922 shares; 2025Q2: 18,393 shares; 2025Q3: 19,203 shares; 2025Q4: 19,978 shares; 2026Q1: 13,010 shares; 2026Q2: 14,610 shares 14,610 $1.52M 0.03% +1,600 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,536 shares; 2024Q4: 4,686 shares; 2025Q1: 3,238 shares; 2025Q2: 3,240 shares; 2025Q3: 3,303 shares; 2025Q4: 2,363 shares; 2026Q1: 2,594 shares; 2026Q2: 3,517 shares 3,517 $1.5M 0.03% +923 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 127,873 shares; 2024Q4: 69,463 shares; 2025Q1: 43,040 shares; 2025Q2: 34,042 shares; 2025Q3: 34,457 shares; 2025Q4: 26,597 shares; 2026Q1: 8,503 shares; 2026Q2: 9,421 shares 9,421 $1.49M 0.03% +918 Timeline LRN STRIDE INC More: the full row for STRIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,646 shares; 2024Q4: 9,646 shares; 2025Q1: 9,759 shares; 2025Q2: 9,742 shares; 2025Q3: 9,991 shares; 2025Q4: 9,975 shares; 2026Q1: 16,894 shares; 2026Q2: 17,206 shares 17,206 $1.48M 0.03% +312 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 43,284 shares; 2025Q1: 12,957 shares; 2025Q2: 12,920 shares; 2025Q3: 45,073 shares; 2025Q4: 41,320 shares; 2026Q1: 41,676 shares; 2026Q2: 50,516 shares 50,516 $1.48M 0.03% +8,840 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,327 shares; 2024Q4: 6,531 shares; 2025Q1: 6,419 shares; 2025Q2: 5,867 shares; 2025Q3: 5,588 shares; 2025Q4: 5,826 shares; 2026Q1: 6,705 shares; 2026Q2: 6,581 shares 6,581 $1.47M 0.03% -124 Timeline SECU 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,565 shares; 2026Q2: 29,513 shares 29,513 $1.47M 0.03% +948 Timeline CLOI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 23,783 shares; 2025Q1: 25,614 shares; 2025Q2: 21,634 shares; 2025Q3: 22,277 shares; 2025Q4: 20,332 shares; 2026Q1: 29,987 shares; 2026Q2: 27,755 shares 27,755 $1.47M 0.03% -2,232 Timeline MOO VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,322 shares; 2024Q4: 36,226 shares; 2025Q1: 35,397 shares; 2025Q2: 31,880 shares; 2025Q3: 31,214 shares; 2025Q4: 22,543 shares; 2026Q1: 20,849 shares; 2026Q2: 18,455 shares 18,455 $1.46M 0.03% -2,394 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,419 shares; 2024Q4: 5,957 shares; 2025Q1: 6,020 shares; 2025Q2: 5,859 shares; 2025Q3: 5,951 shares; 2025Q4: 6,358 shares; 2026Q1: 6,778 shares; 2026Q2: 6,577 shares 6,577 $1.45M 0.03% -201 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; 2024Q3: 7,944 shares; 2024Q4: 24,507 shares; 2025Q1: 30,492 shares; 2025Q2: 29,369 shares; 2025Q3: 35,784 shares; 2025Q4: 25,085 shares; 2026Q1: 40,642 shares; 2026Q2: 34,511 shares 34,511 $1.45M 0.03% -6,131 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,651 shares; 2024Q4: 20,572 shares; 2025Q1: 19,859 shares; 2025Q2: 20,511 shares; 2025Q3: 20,177 shares; 2025Q4: 21,422 shares; 2026Q1: 23,265 shares; 2026Q2: 16,940 shares 16,940 $1.45M 0.03% -6,325 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,172 shares; 2024Q4: 35,883 shares; 2025Q1: 31,379 shares; 2025Q2: 29,631 shares; 2025Q3: 23,049 shares; 2025Q4: 23,987 shares; 2026Q1: 23,754 shares; 2026Q2: 23,343 shares 23,343 $1.45M 0.03% -411 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,883 shares; 2024Q4: 9,041 shares; 2025Q1: 11,202 shares; 2025Q2: 7,414 shares; 2025Q3: 9,352 shares; 2025Q4: 8,487 shares; 2026Q1: 5,317 shares; 2026Q2: 4,953 shares 4,953 $1.44M 0.03% -364 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,610 shares; 2024Q4: 3,817 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,386 shares; 2025Q4: 2,791 shares; 2026Q1: 2,770 shares; 2026Q2: 2,219 shares 2,219 $1.42M 0.03% -551 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,676 shares; 2024Q4: 5,363 shares; 2025Q1: 5,106 shares; 2025Q2: 4,761 shares; 2025Q3: 4,870 shares; 2025Q4: 4,803 shares; 2026Q1: 1,858 shares; 2026Q2: 5,891 shares 5,891 $1.41M 0.03% +4,033 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,252 shares; 2024Q4: 7,817 shares; 2025Q1: 7,530 shares; 2025Q2: 7,631 shares; 2025Q3: 7,673 shares; 2025Q4: 7,476 shares; 2026Q1: 7,428 shares; 2026Q2: 7,338 shares 7,338 $1.41M 0.03% -90 Timeline