CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,619 shares; 2024Q4: 26,607 shares; 2025Q1: 26,546 shares; 2025Q2: 26,503 shares; 2025Q3: 26,531 shares; 2025Q4: 26,098 shares; 2026Q1: 26,118 shares; 2026Q2: 26,505 shares 26,505 $28.2M 7.18% +387 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: 118,810 shares; 2024Q4: 141,816 shares; 2025Q1: 143,876 shares; 2025Q2: 144,872 shares; 2025Q3: 149,292 shares; 2025Q4: 152,138 shares; 2026Q1: 199,352 shares; 2026Q2: 196,308 shares 196,308 $17.3M 4.39% -3,044 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 177,262 shares; 2024Q4: 185,253 shares; 2025Q1: 183,083 shares; 2025Q2: 165,004 shares; 2025Q3: 196,277 shares; 2025Q4: 198,406 shares; 2026Q1: 249,917 shares; 2026Q2: 242,635 shares 242,635 $12.3M 3.12% -7,282 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: 117,210 shares; 2024Q4: 117,546 shares; 2025Q1: 117,575 shares; 2025Q2: 120,044 shares; 2025Q3: 121,430 shares; 2025Q4: 124,250 shares; 2026Q1: 98,810 shares; 2026Q2: 97,609 shares 97,609 $11.6M 2.95% -1,201 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,834 shares; 2024Q4: 5,863 shares; 2025Q1: 5,813 shares; 2025Q2: 5,914 shares; 2025Q3: 5,858 shares; 2025Q4: 6,506 shares; 2026Q1: 8,936 shares; 2026Q2: 9,896 shares 9,896 $7.29M 1.85% +960 Timeline RDFI COLLABORATIVE INVESTMNT SER More: the full row for COLLABORATIVE INVESTMNT SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84,650 shares; 2024Q4: 99,629 shares; 2025Q1: 129,061 shares; 2025Q2: 150,266 shares; 2025Q3: 189,136 shares; 2025Q4: 214,225 shares; 2026Q1: 265,184 shares; 2026Q2: 279,963 shares 279,963 $6.67M 1.7% +14,779 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: 58,058 shares; 2024Q4: 61,446 shares; 2025Q1: 65,309 shares; 2025Q2: 69,438 shares; 2025Q3: 67,710 shares; 2025Q4: 68,521 shares; 2026Q1: 73,185 shares; 2026Q2: 75,206 shares 75,206 $6.16M 1.57% +2,021 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,337 shares; 2024Q4: 21,617 shares; 2025Q1: 20,827 shares; 2025Q2: 19,418 shares; 2025Q3: 19,581 shares; 2025Q4: 19,607 shares; 2026Q1: 19,647 shares; 2026Q2: 19,841 shares 19,841 $5.74M 1.46% +194 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: 21,796 shares; 2024Q4: 24,009 shares; 2025Q1: 24,668 shares; 2025Q2: 26,645 shares; 2025Q3: 27,343 shares; 2025Q4: 27,322 shares; 2026Q1: 26,284 shares; 2026Q2: 27,987 shares 27,987 $5.6M 1.42% +1,703 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: 129,832 shares; 2024Q4: 135,497 shares; 2025Q1: 136,189 shares; 2025Q2: 140,868 shares; 2025Q3: 147,540 shares; 2025Q4: 152,032 shares; 2026Q1: 90,734 shares; 2026Q2: 88,671 shares 88,671 $5.39M 1.37% -2,063 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: 85,886 shares; 2024Q4: 90,516 shares; 2025Q1: 93,933 shares; 2025Q2: 103,160 shares; 2025Q3: 104,236 shares; 2025Q4: 110,259 shares; 2026Q1: 105,778 shares; 2026Q2: 96,621 shares 96,621 $5.17M 1.31% -9,157 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: 5,420 shares; 2024Q4: 6,756 shares; 2025Q1: 6,071 shares; 2025Q2: 5,825 shares; 2025Q3: 6,607 shares; 2025Q4: 6,576 shares; 2026Q1: 6,799 shares; 2026Q2: 7,137 shares 7,137 $4.9M 1.25% +338 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: 28,316 shares; 2024Q4: 30,039 shares; 2025Q1: 29,885 shares; 2025Q2: 31,221 shares; 2025Q3: 31,930 shares; 2025Q4: 32,376 shares; 2026Q1: 29,098 shares; 2026Q2: 28,193 shares 28,193 $4.67M 1.19% -905 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: 9,557 shares; 2024Q4: 10,171 shares; 2025Q1: 9,770 shares; 2025Q2: 9,436 shares; 2025Q3: 9,176 shares; 2025Q4: 9,819 shares; 2026Q1: 11,217 shares; 2026Q2: 12,347 shares 12,347 $4.61M 1.17% +1,130 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,451 shares; 2026Q2: 12,208 shares 12,208 $4.09M 1.04% -3,243 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: 9,742 shares; 2024Q4: 9,998 shares; 2025Q1: 10,518 shares; 2025Q2: 9,546 shares; 2025Q3: 9,890 shares; 2025Q4: 9,970 shares; 2026Q1: 10,163 shares; 2026Q2: 10,430 shares 10,430 $3.84M 0.98% +267 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: 12,101 shares; 2024Q4: 13,465 shares; 2025Q1: 12,864 shares; 2025Q2: 14,217 shares; 2025Q3: 14,816 shares; 2025Q4: 15,160 shares; 2026Q1: 15,590 shares; 2026Q2: 15,884 shares 15,884 $3.79M 0.96% +294 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,521 shares; 2024Q4: 40,361 shares; 2025Q1: 40,499 shares; 2025Q2: 40,844 shares; 2025Q3: 42,109 shares; 2025Q4: 44,595 shares; 2026Q1: 21,856 shares; 2026Q2: 22,638 shares 22,638 $3.55M 0.9% +782 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: 80,005 shares; 2024Q4: 83,003 shares; 2025Q1: 85,135 shares; 2025Q2: 87,176 shares; 2025Q3: 88,487 shares; 2025Q4: 95,584 shares; 2026Q1: 64,645 shares; 2026Q2: 72,228 shares 72,228 $3.45M 0.88% +7,583 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: 31,054 shares; 2024Q4: 36,302 shares; 2025Q1: 39,161 shares; 2025Q2: 40,369 shares; 2025Q3: 42,555 shares; 2025Q4: 42,463 shares; 2026Q1: 57,567 shares; 2026Q2: 60,810 shares 60,810 $3.43M 0.87% +3,243 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: 5,082 shares; 2024Q4: 5,511 shares; 2025Q1: 5,576 shares; 2025Q2: 6,027 shares; 2025Q3: 6,165 shares; 2025Q4: 6,528 shares; 2026Q1: 6,266 shares; 2026Q2: 39,322 shares 39,322 $3.39M 0.86% +33,056 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: 3,297 shares; 2024Q4: 7,200 shares; 2025Q1: 8,095 shares; 2025Q2: 8,644 shares; 2025Q3: 9,817 shares; 2025Q4: 11,537 shares; 2026Q1: 17,597 shares; 2026Q2: 18,843 shares 18,843 $3.21M 0.82% +1,246 Timeline FLRT 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: 100,671 shares; 2024Q4: 75,981 shares; 2025Q1: 105,107 shares; 2025Q2: 94,193 shares; 2025Q3: 84,529 shares; 2025Q4: 83,382 shares; 2026Q1: 68,163 shares; 2026Q2: 64,947 shares 64,947 $3.03M 0.77% -3,216 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: 17,927 shares; 2024Q4: 18,136 shares; 2025Q1: 18,656 shares; 2025Q2: 18,452 shares; 2025Q3: 18,997 shares; 2025Q4: 18,871 shares; 2026Q1: 18,960 shares; 2026Q2: 18,717 shares 18,717 $2.96M 0.75% -243 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: 146,959 shares; 2024Q4: 152,564 shares; 2025Q1: 152,475 shares; 2025Q2: 155,887 shares; 2025Q3: 173,216 shares; 2025Q4: 189,497 shares; 2026Q1: 112,929 shares; 2026Q2: 114,092 shares 114,092 $2.91M 0.74% +1,163 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: 5,769 shares; 2024Q4: 5,786 shares; 2025Q1: 6,951 shares; 2025Q2: 7,310 shares; 2025Q3: 6,642 shares; 2025Q4: 13,591 shares; 2026Q1: 14,164 shares; 2026Q2: 15,214 shares 15,214 $2.9M 0.74% +1,050 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: 9,524 shares; 2024Q4: 10,441 shares; 2025Q1: 12,796 shares; 2025Q2: 13,459 shares; 2025Q3: 13,617 shares; 2025Q4: 27,329 shares; 2026Q1: 45,163 shares; 2026Q2: 54,130 shares 54,130 $2.87M 0.73% +8,967 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: 4,668 shares; 2024Q4: 5,026 shares; 2025Q1: 4,948 shares; 2025Q2: 4,850 shares; 2025Q3: 5,200 shares; 2025Q4: 5,240 shares; 2026Q1: 5,370 shares; 2026Q2: 5,586 shares 5,586 $2.8M 0.71% +216 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,279 shares; 2024Q4: 19,310 shares; 2025Q1: 21,539 shares; 2025Q2: 22,211 shares; 2025Q3: 22,547 shares; 2025Q4: 24,484 shares; 2026Q1: 24,797 shares; 2026Q2: 25,568 shares 25,568 $2.61M 0.66% +771 Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,542 shares; 2024Q4: 49,353 shares; 2025Q1: 50,662 shares; 2025Q2: 49,927 shares; 2025Q3: 49,833 shares; 2025Q4: 47,747 shares; 2026Q1: 47,240 shares; 2026Q2: 45,593 shares 45,593 $2.51M 0.64% -1,647 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 45,879 shares; 2026Q2: 48,237 shares 48,237 $2.4M 0.61% +2,358 Timeline PSFF 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: 77,125 shares; 2024Q4: 84,430 shares; 2025Q1: 80,827 shares; 2025Q2: 78,379 shares; 2025Q3: 72,203 shares; 2025Q4: 71,640 shares; 2026Q1: 69,111 shares; 2026Q2: 68,887 shares 68,887 $2.36M 0.6% -224 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,641 shares; 2024Q4: 17,151 shares; 2025Q1: 18,831 shares; 2025Q2: 20,482 shares; 2025Q3: 21,606 shares; 2025Q4: 24,507 shares; 2026Q1: 30,140 shares; 2026Q2: 32,045 shares 32,045 $2.35M 0.6% +1,905 Timeline DUKH NORTHERN LIGHTS FD TR More: the full row for NORTHERN LIGHTS FD 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: 97,115 shares 97,115 $2.33M 0.59% new Timeline ILTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,443 shares; 2024Q4: 95,086 shares; 2025Q1: 103,257 shares; 2025Q2: 106,852 shares; 2025Q3: 113,650 shares; 2025Q4: 124,108 shares; 2026Q1: 46,858 shares; 2026Q2: 47,187 shares 47,187 $2.32M 0.59% +329 Timeline YYY AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 141,872 shares; 2024Q4: 144,565 shares; 2025Q1: 159,164 shares; 2025Q2: 163,923 shares; 2025Q3: 179,957 shares; 2025Q4: 178,945 shares; 2026Q1: 182,217 shares; 2026Q2: 187,920 shares 187,920 $2.17M 0.55% +5,703 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: 22,666 shares; 2024Q4: 37,705 shares; 2025Q1: 23,512 shares; 2025Q2: 23,744 shares; 2025Q3: 25,710 shares; 2025Q4: 25,378 shares; 2026Q1: 23,071 shares; 2026Q2: 22,900 shares 22,900 $2.1M 0.53% -171 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: 4,080 shares; 2024Q4: 4,495 shares; 2025Q1: 3,829 shares; 2025Q2: 4,174 shares; 2025Q3: 4,415 shares; 2025Q4: 4,584 shares; 2026Q1: 5,470 shares; 2026Q2: 3,250 shares 3,250 $2.08M 0.53% -2,220 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: 5,360 shares; 2024Q4: 5,353 shares; 2025Q1: 5,340 shares; 2025Q2: 5,555 shares; 2025Q3: 5,643 shares; 2025Q4: 5,681 shares; 2026Q1: 5,718 shares; 2026Q2: 6,053 shares 6,053 $2.08M 0.53% +335 Timeline DUKZ NORTHERN LIGHTS FD TR More: the full row for NORTHERN LIGHTS FD 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: 79,950 shares 79,950 $2.05M 0.52% new Timeline SECT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,637 shares; 2024Q4: 22,338 shares; 2025Q1: 20,752 shares; 2025Q2: 20,313 shares; 2025Q3: 20,877 shares; 2025Q4: 21,002 shares; 2026Q1: 24,490 shares; 2026Q2: 27,935 shares 27,935 $2.01M 0.51% +3,445 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: 2,653 shares; 2024Q4: 2,634 shares; 2025Q1: 2,618 shares; 2025Q2: 2,828 shares; 2025Q3: 2,840 shares; 2025Q4: 3,038 shares; 2026Q1: 2,783 shares; 2026Q2: 2,667 shares 2,667 $1.99M 0.51% -116 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 67,446 shares; 2025Q1: 75,767 shares; 2025Q2: 103,269 shares; 2025Q3: 107,603 shares; 2025Q4: 113,225 shares; 2026Q1: 114,056 shares; 2026Q2: 107,004 shares 107,004 $1.97M 0.5% -7,052 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: 3,077 shares; 2024Q4: 3,208 shares; 2025Q1: 3,133 shares; 2025Q2: 3,189 shares; 2025Q3: 3,233 shares; 2025Q4: 3,206 shares; 2026Q1: 3,220 shares; 2026Q2: 3,464 shares 3,464 $1.95M 0.5% +244 Timeline BBAG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38,566 shares; 2026Q2: 40,733 shares 40,733 $1.87M 0.48% +2,167 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: 26,562 shares; 2024Q4: 21,446 shares; 2025Q1: 21,865 shares; 2025Q2: 22,583 shares; 2025Q3: 14,046 shares; 2025Q4: 13,540 shares; 2026Q1: 15,076 shares; 2026Q2: 16,040 shares 16,040 $1.87M 0.48% +964 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: 2,716 shares; 2024Q4: 3,578 shares; 2025Q1: 3,836 shares; 2025Q2: 4,113 shares; 2025Q3: 4,270 shares; 2025Q4: 4,313 shares; 2026Q1: 4,593 shares; 2026Q2: 5,070 shares 5,070 $1.85M 0.47% +477 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,141 shares; 2025Q3: 15,589 shares; 2025Q4: 15,601 shares; 2026Q1: 17,873 shares; 2026Q2: 19,055 shares 19,055 $1.84M 0.47% +1,182 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,741 shares; 2024Q4: 1,580 shares; 2025Q1: 1,519 shares; 2025Q2: 1,561 shares; 2025Q3: 1,552 shares; 2025Q4: 1,691 shares; 2026Q1: 1,815 shares; 2026Q2: 2,435 shares 2,435 $1.82M 0.46% +620 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: 33,905 shares; 2024Q4: 41,970 shares; 2025Q1: 53,094 shares; 2025Q2: 56,996 shares; 2025Q3: 63,685 shares; 2025Q4: 46,335 shares; 2026Q1: 47,911 shares; 2026Q2: 49,164 shares 49,164 $1.8M 0.46% +1,253 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: 1,908 shares; 2024Q4: 3,381 shares; 2025Q1: 3,365 shares; 2025Q2: 3,880 shares; 2025Q3: 3,662 shares; 2025Q4: 3,701 shares; 2026Q1: 3,827 shares; 2026Q2: 4,248 shares 4,248 $1.79M 0.45% +421 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,118 shares; 2024Q4: 4,544 shares; 2025Q1: 4,500 shares; 2025Q2: 4,984 shares; 2025Q3: 5,473 shares; 2025Q4: 5,373 shares; 2026Q1: 5,086 shares; 2026Q2: 5,041 shares 5,041 $1.78M 0.45% -45 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: 5,984 shares; 2024Q4: 3,934 shares; 2025Q1: 6,168 shares; 2025Q2: 6,447 shares; 2025Q3: 7,335 shares; 2025Q4: 9,490 shares; 2026Q1: 12,658 shares; 2026Q2: 17,661 shares 17,661 $1.75M 0.44% +5,003 Timeline LQTI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 89,240 shares; 2025Q3: 102,374 shares; 2025Q4: 110,790 shares; 2026Q1: 115,504 shares; 2026Q2: 90,488 shares 90,488 $1.75M 0.44% -25,016 Timeline SCIO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 75,614 shares; 2026Q2: 81,964 shares 81,964 $1.69M 0.43% +6,350 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,589 shares; 2024Q4: 27,833 shares; 2025Q1: 32,244 shares; 2025Q2: 33,719 shares; 2025Q3: 36,281 shares; 2025Q4: 35,476 shares; 2026Q1: 37,273 shares; 2026Q2: 38,019 shares 38,019 $1.69M 0.43% +746 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: 2,740 shares; 2024Q4: 2,854 shares; 2025Q1: 2,278 shares; 2025Q2: 2,776 shares; 2025Q3: 3,973 shares; 2025Q4: 4,013 shares; 2026Q1: 4,104 shares; 2026Q2: 4,649 shares 4,649 $1.66M 0.42% +545 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: 21,671 shares; 2024Q4: 22,137 shares; 2025Q1: 38,626 shares; 2025Q2: 37,824 shares; 2025Q3: 46,515 shares; 2025Q4: 43,462 shares; 2026Q1: 42,741 shares; 2026Q2: 32,300 shares 32,300 $1.65M 0.42% -10,441 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: 6,248 shares; 2024Q4: 6,646 shares; 2025Q1: 7,193 shares; 2025Q2: 7,399 shares; 2025Q3: 6,548 shares; 2025Q4: 6,677 shares; 2026Q1: 6,648 shares; 2026Q2: 6,685 shares 6,685 $1.62M 0.41% +37 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: 107,958 shares; 2024Q4: 108,525 shares; 2025Q1: 114,622 shares; 2025Q2: 116,743 shares; 2025Q3: 125,185 shares; 2025Q4: 122,698 shares; 2026Q1: 87,627 shares; 2026Q2: 88,014 shares 88,014 $1.57M 0.4% +387 Timeline XAWFX ALLIANCEBERNSTEIN GLOBAL HIG More: the full row for ALLIANCEBERNSTEIN GLOBAL HIG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 122,463 shares; 2024Q4: 121,750 shares; 2025Q1: 133,882 shares; 2025Q2: 134,458 shares; 2025Q3: 147,632 shares; 2025Q4: 148,030 shares; 2026Q1: 147,391 shares; 2026Q2: 152,398 shares 152,398 $1.57M 0.4% +5,007 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: 13,376 shares; 2024Q4: 15,396 shares; 2025Q1: 16,224 shares; 2025Q2: 16,238 shares; 2025Q3: 17,694 shares; 2025Q4: 19,146 shares; 2026Q1: 28,536 shares; 2026Q2: 29,970 shares 29,970 $1.55M 0.39% +1,434 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,599 shares; 2024Q4: 97,272 shares; 2025Q1: 103,487 shares; 2025Q2: 103,390 shares; 2025Q3: 104,917 shares; 2025Q4: 108,623 shares; 2026Q1: 109,924 shares; 2026Q2: 111,995 shares 111,995 $1.55M 0.39% +2,071 Timeline BBIN J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,064 shares; 2026Q2: 19,759 shares 19,759 $1.54M 0.39% -305 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,789 shares; 2025Q4: 4,838 shares; 2026Q1: 31,593 shares; 2026Q2: 30,283 shares 30,283 $1.53M 0.39% -1,310 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares; 2026Q2: 2 shares 2 $1.5M 0.38% 0 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: 7,213 shares; 2024Q4: 7,064 shares; 2025Q1: 7,349 shares; 2025Q2: 7,468 shares; 2025Q3: 7,340 shares; 2025Q4: 7,409 shares; 2026Q1: 23,311 shares; 2026Q2: 22,142 shares 22,142 $1.5M 0.38% -1,169 Timeline SNTH TIDAL TRUST III More: the full row for TIDAL TRUST III 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: 56,931 shares; 2026Q1: 48,562 shares; 2026Q2: 49,749 shares 49,749 $1.48M 0.38% +1,187 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: 13,284 shares; 2025Q1: 13,093 shares; 2025Q2: 12,567 shares; 2025Q3: 16,837 shares; 2025Q4: 12,522 shares; 2026Q1: 13,782 shares; 2026Q2: 14,115 shares 14,115 $1.42M 0.36% +333 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,125 shares; 2024Q4: 2,110 shares; 2025Q1: 2,428 shares; 2025Q2: 2,741 shares; 2025Q3: 3,045 shares; 2025Q4: 3,003 shares; 2026Q1: 2,992 shares; 2026Q2: 2,427 shares 2,427 $1.41M 0.36% -565 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: 8,304 shares; 2024Q4: 8,374 shares; 2025Q1: 8,611 shares; 2025Q2: 8,761 shares; 2025Q3: 8,815 shares; 2025Q4: 9,005 shares; 2026Q1: 8,887 shares; 2026Q2: 10,202 shares 10,202 $1.39M 0.35% +1,315 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,408 shares; 2026Q2: 28,215 shares 28,215 $1.39M 0.35% +807 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,780 shares; 2025Q3: 5,493 shares; 2025Q4: 5,494 shares; 2026Q1: 5,041 shares; 2026Q2: 4,582 shares 4,582 $1.39M 0.35% -459 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: 21,526 shares; 2024Q4: 14,934 shares; 2025Q1: 14,315 shares; 2025Q2: 13,949 shares; 2025Q3: 15,612 shares; 2025Q4: 15,546 shares; 2026Q1: 15,797 shares; 2026Q2: 16,400 shares 16,400 $1.35M 0.34% +603 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: not reported; 2024Q4: 4,151 shares; 2025Q1: 6,095 shares; 2025Q2: 9,340 shares; 2025Q3: 9,611 shares; 2025Q4: 11,198 shares; 2026Q1: 12,512 shares; 2026Q2: 15,114 shares 15,114 $1.35M 0.34% +2,602 Timeline STOT SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,186 shares; 2026Q2: 28,469 shares 28,469 $1.34M 0.34% +2,283 Timeline HACK 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: 11,696 shares; 2024Q4: 11,747 shares; 2025Q1: 12,334 shares; 2025Q2: 12,231 shares; 2025Q3: 12,098 shares; 2025Q4: 12,534 shares; 2026Q1: 12,727 shares; 2026Q2: 12,761 shares 12,761 $1.34M 0.34% +34 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,067 shares; 2024Q4: 8,289 shares; 2025Q1: 8,283 shares; 2025Q2: 8,353 shares; 2025Q3: 8,302 shares; 2025Q4: 8,293 shares; 2026Q1: 8,270 shares; 2026Q2: 8,271 shares 8,271 $1.29M 0.33% +1 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: 44,564 shares; 2024Q4: 47,505 shares; 2025Q1: 49,774 shares; 2025Q2: 49,754 shares; 2025Q3: 50,568 shares; 2025Q4: 53,241 shares; 2026Q1: 55,495 shares; 2026Q2: 69,058 shares 69,058 $1.28M 0.33% +13,563 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: 6,918 shares; 2024Q4: 6,925 shares; 2025Q1: 6,806 shares; 2025Q2: 6,895 shares; 2025Q3: 7,096 shares; 2025Q4: 7,355 shares; 2026Q1: 13,407 shares; 2026Q2: 13,596 shares 13,596 $1.28M 0.32% +189 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: 17,972 shares; 2024Q4: 18,421 shares; 2025Q1: 18,356 shares; 2025Q2: 18,504 shares; 2025Q3: 18,222 shares; 2025Q4: 17,075 shares; 2026Q1: 16,828 shares; 2026Q2: 17,642 shares 17,642 $1.27M 0.32% +814 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,430 shares; 2026Q2: 3,236 shares 3,236 $1.26M 0.32% -194 Timeline SEIM SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,857 shares; 2026Q1: 20,226 shares; 2026Q2: 22,474 shares 22,474 $1.26M 0.32% +2,248 Timeline PGX 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: 84,597 shares; 2024Q4: 90,434 shares; 2025Q1: 101,122 shares; 2025Q2: 103,248 shares; 2025Q3: 112,879 shares; 2025Q4: 112,683 shares; 2026Q1: 113,320 shares; 2026Q2: 114,587 shares 114,587 $1.24M 0.32% +1,267 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 15,271 shares; 2025Q1: 21,159 shares; 2025Q2: 25,006 shares; 2025Q3: 28,598 shares; 2025Q4: 28,065 shares; 2026Q1: 34,179 shares; 2026Q2: 32,630 shares 32,630 $1.24M 0.32% -1,549 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: 9,709 shares; 2024Q4: 10,053 shares; 2025Q1: 10,828 shares; 2025Q2: 10,885 shares; 2025Q3: 10,994 shares; 2025Q4: 11,381 shares; 2026Q1: 11,480 shares; 2026Q2: 11,650 shares 11,650 $1.21M 0.31% +170 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: 3,781 shares; 2024Q4: 20,478 shares; 2025Q1: 26,871 shares; 2025Q2: 27,389 shares; 2025Q3: 25,966 shares; 2025Q4: 26,483 shares; 2026Q1: 37,474 shares; 2026Q2: 35,662 shares 35,662 $1.21M 0.31% -1,812 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,301 shares; 2024Q4: 6,025 shares; 2025Q1: 4,938 shares; 2025Q2: 5,178 shares; 2025Q3: 5,608 shares; 2025Q4: 6,191 shares; 2026Q1: 7,918 shares; 2026Q2: 8,981 shares 8,981 $1.2M 0.3% +1,063 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: 5,076 shares; 2024Q4: 5,026 shares; 2025Q1: 4,906 shares; 2025Q2: 4,946 shares; 2025Q3: 4,959 shares; 2025Q4: 4,834 shares; 2026Q1: 4,969 shares; 2026Q2: 5,040 shares 5,040 $1.19M 0.3% +71 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: 15,564 shares; 2024Q4: 12,388 shares; 2025Q1: 15,237 shares; 2025Q2: 15,998 shares; 2025Q3: 18,248 shares; 2025Q4: 17,207 shares; 2026Q1: 15,982 shares; 2026Q2: 15,606 shares 15,606 $1.18M 0.3% -376 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: not reported; 2024Q4: not reported; 2025Q1: 7,062 shares; 2025Q2: 7,612 shares; 2025Q3: 11,929 shares; 2025Q4: 14,374 shares; 2026Q1: 18,213 shares; 2026Q2: 19,440 shares 19,440 $1.17M 0.3% +1,227 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: 45,271 shares; 2024Q4: 47,607 shares; 2025Q1: 45,781 shares; 2025Q2: 57,703 shares; 2025Q3: 58,886 shares; 2025Q4: 56,873 shares; 2026Q1: 58,808 shares; 2026Q2: 60,946 shares 60,946 $1.17M 0.3% +2,138 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,635 shares; 2024Q4: 14,554 shares; 2025Q1: 15,077 shares; 2025Q2: 15,395 shares; 2025Q3: 19,527 shares; 2025Q4: 21,779 shares; 2026Q1: 22,478 shares; 2026Q2: 24,637 shares 24,637 $1.16M 0.29% +2,159 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,977 shares; 2024Q4: 4,264 shares; 2025Q1: 4,778 shares; 2025Q2: 4,821 shares; 2025Q3: 5,424 shares; 2025Q4: 10,251 shares; 2026Q1: 10,678 shares; 2026Q2: 12,115 shares 12,115 $1.16M 0.29% +1,437 Timeline GCOW 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: 22,923 shares; 2025Q4: 20,974 shares; 2026Q1: 32,037 shares; 2026Q2: 26,675 shares 26,675 $1.16M 0.29% -5,362 Timeline LGLV 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: 6,963 shares; 2024Q4: 5,835 shares; 2025Q1: 6,127 shares; 2025Q2: 5,970 shares; 2025Q3: 6,442 shares; 2025Q4: 6,415 shares; 2026Q1: 6,378 shares; 2026Q2: 6,362 shares 6,362 $1.15M 0.29% -16 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: 2,058 shares; 2024Q4: 2,364 shares; 2025Q1: 2,270 shares; 2025Q2: 2,264 shares; 2025Q3: 2,411 shares; 2025Q4: 2,150 shares; 2026Q1: 2,581 shares; 2026Q2: 3,054 shares 3,054 $1.15M 0.29% +473 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,485 shares; 2024Q4: 11,709 shares; 2025Q1: 12,619 shares; 2025Q2: 12,396 shares; 2025Q3: 13,500 shares; 2025Q4: 13,447 shares; 2026Q1: 13,464 shares; 2026Q2: 13,602 shares 13,602 $1.12M 0.29% +138 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: 3,475 shares; 2024Q4: 4,701 shares; 2025Q1: 4,861 shares; 2025Q2: 5,124 shares; 2025Q3: 5,078 shares; 2025Q4: 5,233 shares; 2026Q1: 5,455 shares; 2026Q2: 5,152 shares 5,152 $1.12M 0.28% -303 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: 12,963 shares; 2024Q4: 12,680 shares; 2025Q1: 12,285 shares; 2025Q2: 11,660 shares; 2025Q3: 11,664 shares; 2025Q4: 10,792 shares; 2026Q1: 13,715 shares; 2026Q2: 15,621 shares 15,621 $1.11M 0.28% +1,906 Timeline DFAX 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: 22,701 shares; 2024Q4: 20,510 shares; 2025Q1: 19,310 shares; 2025Q2: 19,310 shares; 2025Q3: 19,310 shares; 2025Q4: 19,310 shares; 2026Q1: 24,295 shares; 2026Q2: 29,532 shares 29,532 $1.09M 0.28% +5,237 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,558 shares; 2024Q4: 2,658 shares; 2025Q1: 2,730 shares; 2025Q2: 2,713 shares; 2025Q3: 2,673 shares; 2025Q4: 2,690 shares; 2026Q1: 2,683 shares; 2026Q2: 2,608 shares 2,608 $1.08M 0.28% -75 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,566 shares; 2024Q4: 1,544 shares; 2025Q1: 1,565 shares; 2025Q2: 1,528 shares; 2025Q3: 1,527 shares; 2025Q4: 1,560 shares; 2026Q1: 1,535 shares; 2026Q2: 1,323 shares 1,323 $1.05M 0.27% -212 Timeline AAXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,200 shares; 2024Q4: 7,856 shares; 2025Q1: 8,533 shares; 2025Q2: 8,570 shares; 2025Q3: 8,584 shares; 2025Q4: 8,625 shares; 2026Q1: 8,610 shares; 2026Q2: 8,705 shares 8,705 $1.04M 0.26% +95 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,734 shares; 2024Q4: 42,439 shares; 2025Q1: 43,408 shares; 2025Q2: 44,226 shares; 2025Q3: 47,871 shares; 2025Q4: 50,155 shares; 2026Q1: 14,907 shares; 2026Q2: 15,431 shares 15,431 $1.03M 0.26% +524 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: 1,208 shares; 2024Q4: 1,239 shares; 2025Q1: 1,042 shares; 2025Q2: 1,046 shares; 2025Q3: 1,044 shares; 2025Q4: 1,062 shares; 2026Q1: 1,097 shares; 2026Q2: 1,076 shares 1,076 $1.01M 0.26% -21 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,451 shares; 2024Q4: 5,713 shares; 2025Q1: 6,449 shares; 2025Q2: 6,446 shares; 2025Q3: 7,334 shares; 2025Q4: 7,923 shares; 2026Q1: 11,696 shares; 2026Q2: 12,254 shares 12,254 $993K 0.25% +558 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 924 shares; 2026Q1: 942 shares; 2026Q2: 1,343 shares 1,343 $971K 0.25% +401 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: 2,013 shares; 2024Q4: 2,047 shares; 2025Q1: 2,159 shares; 2025Q2: 3,395 shares; 2025Q3: 3,282 shares; 2025Q4: 3,558 shares; 2026Q1: 3,655 shares; 2026Q2: 4,395 shares 4,395 $958K 0.24% +740 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,370 shares; 2024Q4: 19,812 shares; 2025Q1: 20,482 shares; 2025Q2: 21,062 shares; 2025Q3: 21,190 shares; 2025Q4: 22,108 shares; 2026Q1: 22,408 shares; 2026Q2: 23,047 shares 23,047 $955K 0.24% +639 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,411 shares; 2025Q4: 1,419 shares; 2026Q1: 1,197 shares; 2026Q2: 824 shares 824 $951K 0.24% -373 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,555 shares 2,555 $945K 0.24% new Timeline AVLC 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: 10,444 shares 10,444 $940K 0.24% new Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,517 shares; 2025Q1: 19,131 shares; 2025Q2: 19,415 shares; 2025Q3: 19,689 shares; 2025Q4: 22,510 shares; 2026Q1: 27,085 shares; 2026Q2: 26,718 shares 26,718 $930K 0.24% -367 Timeline BBCB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,612 shares; 2026Q2: 20,188 shares 20,188 $915K 0.23% +576 Timeline JPIN 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: 6,197 shares; 2024Q4: 8,930 shares; 2025Q1: 9,350 shares; 2025Q2: 9,193 shares; 2025Q3: 10,757 shares; 2025Q4: 11,767 shares; 2026Q1: 11,779 shares; 2026Q2: 12,397 shares 12,397 $896K 0.23% +618 Timeline SHYG 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: 5,685 shares; 2026Q1: 7,495 shares; 2026Q2: 20,942 shares 20,942 $888K 0.23% +13,447 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: 2,878 shares; 2024Q4: 2,891 shares; 2025Q1: 2,796 shares; 2025Q2: 2,806 shares; 2025Q3: 2,787 shares; 2025Q4: 2,761 shares; 2026Q1: 2,708 shares; 2026Q2: 2,845 shares 2,845 $871K 0.22% +137 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: 8,970 shares; 2024Q4: not reported; 2025Q1: 9,437 shares; 2025Q2: 9,927 shares; 2025Q3: 8,268 shares; 2025Q4: 9,985 shares; 2026Q1: 6,898 shares; 2026Q2: 6,221 shares 6,221 $869K 0.22% -677 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: 8,267 shares; 2024Q4: 8,422 shares; 2025Q1: 8,449 shares; 2025Q2: 8,475 shares; 2025Q3: 9,571 shares; 2025Q4: 9,599 shares; 2026Q1: 9,628 shares; 2026Q2: 9,469 shares 9,469 $860K 0.22% -159 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,229 shares; 2024Q4: 18,743 shares; 2025Q1: 19,148 shares; 2025Q2: 19,312 shares; 2025Q3: 14,734 shares; 2025Q4: 19,549 shares; 2026Q1: 15,171 shares; 2026Q2: 15,466 shares 15,466 $859K 0.22% +295 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: 8,864 shares; 2024Q4: 9,144 shares; 2025Q1: 6,772 shares; 2025Q2: 6,988 shares; 2025Q3: 6,933 shares; 2025Q4: 7,232 shares; 2026Q1: 7,254 shares; 2026Q2: 7,303 shares 7,303 $858K 0.22% +49 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: 16,964 shares; 2024Q4: 22,483 shares; 2025Q1: 20,417 shares; 2025Q2: 19,850 shares; 2025Q3: 20,273 shares; 2025Q4: 17,997 shares; 2026Q1: 18,298 shares; 2026Q2: 19,642 shares 19,642 $847K 0.22% +1,344 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: 1,838 shares; 2024Q4: 2,582 shares; 2025Q1: 2,415 shares; 2025Q2: 2,477 shares; 2025Q3: 2,504 shares; 2025Q4: 2,737 shares; 2026Q1: 2,749 shares; 2026Q2: 2,816 shares 2,816 $846K 0.22% +67 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: 4,752 shares; 2024Q4: 4,674 shares; 2025Q1: 4,164 shares; 2025Q2: 3,919 shares; 2025Q3: 3,724 shares; 2025Q4: 3,620 shares; 2026Q1: 3,402 shares; 2026Q2: 3,319 shares 3,319 $843K 0.21% -83 Timeline EWA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,364 shares; 2024Q4: 25,901 shares; 2025Q1: 28,235 shares; 2025Q2: 28,442 shares; 2025Q3: 28,904 shares; 2025Q4: 29,400 shares; 2026Q1: 29,277 shares; 2026Q2: 29,771 shares 29,771 $838K 0.21% +494 Timeline PSCI INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,399 shares; 2026Q2: 4,401 shares 4,401 $819K 0.21% -998 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: not reported; 2024Q4: 7,633 shares; 2025Q1: 19,357 shares; 2025Q2: 23,292 shares; 2025Q3: 29,903 shares; 2025Q4: 32,688 shares; 2026Q1: 26,914 shares; 2026Q2: 25,194 shares 25,194 $818K 0.21% -1,720 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: 10,098 shares; 2024Q4: 10,365 shares; 2025Q1: 9,479 shares; 2025Q2: 9,497 shares; 2025Q3: 8,587 shares; 2025Q4: 8,852 shares; 2026Q1: 8,154 shares; 2026Q2: 8,046 shares 8,046 $811K 0.21% -108 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,120 shares; 2025Q4: 3,365 shares; 2026Q1: 3,530 shares; 2026Q2: 3,400 shares 3,400 $810K 0.21% -130 Timeline LDP COHEN & STEERS LTD DURATION More: the full row for COHEN & STEERS LTD DURATION 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: 36,395 shares 36,395 $770K 0.2% new 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: not reported; 2024Q4: not reported; 2025Q1: 3,851 shares; 2025Q2: 5,544 shares; 2025Q3: 5,574 shares; 2025Q4: 7,390 shares; 2026Q1: 8,087 shares; 2026Q2: 9,291 shares 9,291 $770K 0.2% +1,204 Timeline ZJUN 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: 27,792 shares 27,792 $761K 0.19% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,408 shares; 2025Q3: 8,524 shares; 2025Q4: 8,040 shares; 2026Q1: 11,498 shares; 2026Q2: 12,217 shares 12,217 $751K 0.19% +719 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: 4,040 shares; 2024Q4: 2,767 shares; 2025Q1: 2,749 shares; 2025Q2: 2,747 shares; 2025Q3: 3,308 shares; 2025Q4: 3,414 shares; 2026Q1: 8,807 shares; 2026Q2: 9,364 shares 9,364 $749K 0.19% +557 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: 2,629 shares; 2024Q4: 2,683 shares; 2025Q1: 2,687 shares; 2025Q2: 2,680 shares; 2025Q3: 2,686 shares; 2025Q4: 3,387 shares; 2026Q1: 3,391 shares; 2026Q2: 3,385 shares 3,385 $747K 0.19% -6 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,298 shares; 2024Q4: 3,951 shares; 2025Q1: 4,043 shares; 2025Q2: 4,050 shares; 2025Q3: 4,086 shares; 2025Q4: 4,158 shares; 2026Q1: 4,198 shares; 2026Q2: 4,229 shares 4,229 $742K 0.19% +31 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,074 shares; 2026Q2: 3,454 shares 3,454 $735K 0.19% +380 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,133 shares; 2026Q2: 2,119 shares 2,119 $727K 0.18% -14 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,441 shares; 2024Q4: 15,795 shares; 2025Q1: 16,971 shares; 2025Q2: 16,740 shares; 2025Q3: 20,796 shares; 2025Q4: 19,906 shares; 2026Q1: 19,253 shares; 2026Q2: 19,439 shares 19,439 $720K 0.18% +186 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,768 shares; 2026Q1: 9,508 shares; 2026Q2: 12,173 shares 12,173 $708K 0.18% +2,665 Timeline KSS KOHLS CORP More: the full row for KOHLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,117 shares; 2024Q4: 34,052 shares; 2025Q1: 67,937 shares; 2025Q2: 67,213 shares; 2025Q3: 36,013 shares; 2025Q4: 36,953 shares; 2026Q1: 38,092 shares; 2026Q2: 39,709 shares 39,709 $704K 0.18% +1,617 Timeline UHT UNIVERSAL HEALTH RLTY INCOME More: the full row for UNIVERSAL HEALTH RLTY INCOME 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: 9,400 shares; 2026Q1: 15,081 shares; 2026Q2: 16,029 shares 16,029 $703K 0.18% +948 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: 7,549 shares; 2024Q4: 7,971 shares; 2025Q1: 8,313 shares; 2025Q2: 8,561 shares; 2025Q3: 8,600 shares; 2025Q4: 8,699 shares; 2026Q1: 12,861 shares; 2026Q2: 12,186 shares 12,186 $703K 0.18% -675 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: 521 shares; 2024Q4: 542 shares; 2025Q1: 503 shares; 2025Q2: 560 shares; 2025Q3: 615 shares; 2025Q4: 646 shares; 2026Q1: 673 shares; 2026Q2: 5,846 shares 5,846 $699K 0.18% +5,173 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,642 shares; 2025Q4: 9,310 shares; 2026Q1: 28,115 shares; 2026Q2: 29,763 shares 29,763 $698K 0.18% +1,648 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,828 shares; 2026Q2: 9,056 shares 9,056 $695K 0.18% +228 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,873 shares; 2026Q2: 8,722 shares 8,722 $693K 0.18% +1,849 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,654 shares; 2026Q2: 17,377 shares 17,377 $686K 0.17% +1,723 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,061 shares; 2025Q1: 1,478 shares; 2025Q2: 1,568 shares; 2025Q3: 1,554 shares; 2025Q4: 1,358 shares; 2026Q1: 1,389 shares; 2026Q2: 1,433 shares 1,433 $684K 0.17% +44 Timeline RTRE COLLABORATIVE INVESTMNT SER More: the full row for COLLABORATIVE INVESTMNT SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 20,238 shares; 2025Q1: 22,238 shares; 2025Q2: 22,177 shares; 2025Q3: 23,731 shares; 2025Q4: 26,666 shares; 2026Q1: 27,025 shares; 2026Q2: 27,123 shares 27,123 $678K 0.17% +98 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,004 shares; 2024Q4: 5,939 shares; 2025Q1: 5,829 shares; 2025Q2: 5,796 shares; 2025Q3: 5,839 shares; 2025Q4: 5,757 shares; 2026Q1: 5,702 shares; 2026Q2: 5,738 shares 5,738 $674K 0.17% +36 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,963 shares; 2026Q2: 1,988 shares 1,988 $673K 0.17% +25 Timeline XEMD BONDBLOXX ETF TRUST More: the full row for BONDBLOXX 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: 10,182 shares; 2025Q4: 30,242 shares; 2026Q1: 17,576 shares; 2026Q2: 14,755 shares 14,755 $663K 0.17% -2,821 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,871 shares 12,871 $660K 0.17% new Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,157 shares; 2024Q4: 23,702 shares; 2025Q1: 24,261 shares; 2025Q2: 22,575 shares; 2025Q3: 22,979 shares; 2025Q4: 21,520 shares; 2026Q1: 28,485 shares; 2026Q2: 27,330 shares 27,330 $652K 0.17% -1,155 Timeline FMTL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,454 shares; 2026Q2: 19,994 shares 19,994 $652K 0.17% +3,540 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,824 shares; 2024Q4: 13,645 shares; 2025Q1: 13,529 shares; 2025Q2: 13,536 shares; 2025Q3: 13,543 shares; 2025Q4: 14,231 shares; 2026Q1: 14,215 shares; 2026Q2: 14,222 shares 14,222 $651K 0.17% +7 Timeline WELLS FARGO & CO 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: 504 shares; 2024Q4: 503 shares; 2025Q1: 511 shares; 2025Q2: 519 shares; 2025Q3: 527 shares; 2025Q4: 535 shares; 2026Q1: 542 shares; 2026Q2: 551 shares 551 $638K 0.16% +9 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: 752 shares; 2024Q4: 539 shares; 2025Q1: 487 shares; 2025Q2: 485 shares; 2025Q3: 481 shares; 2025Q4: 499 shares; 2026Q1: 517 shares; 2026Q2: 530 shares 530 $636K 0.16% +13 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,973 shares; 2026Q2: 2,094 shares 2,094 $635K 0.16% +121 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: 3,081 shares; 2024Q4: 2,657 shares; 2025Q1: 2,612 shares; 2025Q2: 2,610 shares; 2025Q3: 2,902 shares; 2025Q4: 3,137 shares; 2026Q1: 2,826 shares; 2026Q2: 2,779 shares 2,779 $631K 0.16% -47 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: 1,888 shares; 2024Q4: 1,988 shares; 2025Q1: 1,988 shares; 2025Q2: 1,999 shares; 2025Q3: 1,999 shares; 2025Q4: 1,999 shares; 2026Q1: 1,956 shares; 2026Q2: 2,206 shares 2,206 $630K 0.16% +250 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: 5,739 shares; 2024Q4: 5,830 shares; 2025Q1: 5,606 shares; 2025Q2: 5,570 shares; 2025Q3: 5,618 shares; 2025Q4: 5,627 shares; 2026Q1: 5,365 shares; 2026Q2: 6,374 shares 6,374 $617K 0.16% +1,009 Timeline BBHY J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,921 shares; 2026Q2: 13,154 shares 13,154 $606K 0.15% +233 Timeline FYC 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: 5,833 shares; 2024Q4: 7,655 shares; 2025Q1: 7,977 shares; 2025Q2: 8,163 shares; 2025Q3: 9,275 shares; 2025Q4: 9,342 shares; 2026Q1: 4,896 shares; 2026Q2: 4,735 shares 4,735 $603K 0.15% -161 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: 3,256 shares; 2024Q4: 2,395 shares; 2025Q1: 3,428 shares; 2025Q2: 3,441 shares; 2025Q3: 3,342 shares; 2025Q4: 4,455 shares; 2026Q1: 4,513 shares; 2026Q2: 4,327 shares 4,327 $595K 0.15% -186 Timeline CNRG 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: 7,197 shares; 2024Q4: 6,259 shares; 2025Q1: 5,813 shares; 2025Q2: 5,481 shares; 2025Q3: 5,409 shares; 2025Q4: 5,411 shares; 2026Q1: 5,297 shares; 2026Q2: 5,187 shares 5,187 $587K 0.15% -110 Timeline RWK INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,079 shares; 2026Q2: 3,748 shares 3,748 $548K 0.14% -331 Timeline ZECP ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,239 shares; 2026Q1: 14,239 shares; 2026Q2: 14,239 shares 14,239 $537K 0.14% 0 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: 3,022 shares; 2024Q4: 2,820 shares; 2025Q1: 2,103 shares; 2025Q2: 2,208 shares; 2025Q3: 2,215 shares; 2025Q4: 2,307 shares; 2026Q1: 2,258 shares; 2026Q2: 2,132 shares 2,132 $537K 0.14% -126 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: 5,453 shares; 2024Q4: 5,327 shares; 2025Q1: 5,127 shares; 2025Q2: 5,079 shares; 2025Q3: 4,988 shares; 2025Q4: 4,719 shares; 2026Q1: 4,605 shares; 2026Q2: 4,521 shares 4,521 $530K 0.13% -84 Timeline QUS 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: 2,444 shares; 2026Q2: 2,831 shares 2,831 $529K 0.13% +387 Timeline LAC LITHIUM AMERS CORP NEW More: the full row for LITHIUM AMERS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92,980 shares; 2024Q4: 216,973 shares; 2025Q1: 231,432 shares; 2025Q2: 239,255 shares; 2025Q3: 165,785 shares; 2025Q4: 149,466 shares; 2026Q1: 177,070 shares; 2026Q2: 137,215 shares 137,215 $528K 0.13% -39,855 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: 5,346 shares; 2024Q4: 5,568 shares; 2025Q1: 5,594 shares; 2025Q2: 6,047 shares; 2025Q3: 5,987 shares; 2025Q4: 4,958 shares; 2026Q1: 4,975 shares; 2026Q2: 4,659 shares 4,659 $528K 0.13% -316 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,685 shares; 2025Q4: 15,761 shares; 2026Q1: 20,173 shares; 2026Q2: 20,173 shares 20,173 $517K 0.13% 0 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: 1,552 shares; 2024Q4: 1,675 shares; 2025Q1: 1,651 shares; 2025Q2: 1,640 shares; 2025Q3: 1,600 shares; 2025Q4: 1,635 shares; 2026Q1: 1,628 shares; 2026Q2: 1,497 shares 1,497 $515K 0.13% -131 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,394 shares; 2026Q2: 19,296 shares 19,296 $512K 0.13% -98 Timeline IGLD 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: 30,544 shares; 2024Q4: 22,428 shares; 2025Q1: 21,500 shares; 2025Q2: 21,662 shares; 2025Q3: 23,192 shares; 2025Q4: 22,341 shares; 2026Q1: 23,918 shares; 2026Q2: 24,131 shares 24,131 $508K 0.13% +213 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,318 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,912 shares; 2025Q4: 7,020 shares; 2026Q1: 7,052 shares; 2026Q2: 10,940 shares 10,940 $505K 0.13% +3,888 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: 3,527 shares; 2024Q4: 3,436 shares; 2025Q1: 3,391 shares; 2025Q2: 3,370 shares; 2025Q3: 3,408 shares; 2025Q4: 3,363 shares; 2026Q1: 3,333 shares; 2026Q2: 3,380 shares 3,380 $501K 0.13% +47 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,399 shares; 2026Q2: 2,556 shares 2,556 $495K 0.13% +157 Timeline FEX 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: 4,068 shares; 2024Q4: 5,540 shares; 2025Q1: 5,679 shares; 2025Q2: 5,741 shares; 2025Q3: 6,892 shares; 2025Q4: 7,530 shares; 2026Q1: 3,512 shares; 2026Q2: 3,526 shares 3,526 $493K 0.13% +14 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: 10,588 shares; 2024Q4: 13,340 shares; 2025Q1: 16,914 shares; 2025Q2: 17,254 shares; 2025Q3: 16,849 shares; 2025Q4: 15,996 shares; 2026Q1: 16,624 shares; 2026Q2: 16,564 shares 16,564 $487K 0.12% -60 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: 7,222 shares; 2024Q4: 6,516 shares; 2025Q1: 6,761 shares; 2025Q2: 6,380 shares; 2025Q3: 6,685 shares; 2025Q4: 6,548 shares; 2026Q1: 7,308 shares; 2026Q2: 8,121 shares 8,121 $485K 0.12% +813 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,760 shares; 2025Q1: 5,214 shares; 2025Q2: 5,316 shares; 2025Q3: 5,530 shares; 2025Q4: 6,242 shares; 2026Q1: 8,612 shares; 2026Q2: 9,950 shares 9,950 $482K 0.12% +1,338 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,695 shares; 2025Q3: 2,456 shares; 2025Q4: 2,792 shares; 2026Q1: 2,902 shares; 2026Q2: 2,732 shares 2,732 $482K 0.12% -170 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: 2,150 shares 2,150 $481K 0.12% new Timeline NYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,262 shares; 2024Q4: 7,517 shares; 2025Q1: 7,416 shares; 2025Q2: 7,420 shares; 2025Q3: 7,423 shares; 2025Q4: 8,865 shares; 2026Q1: 8,849 shares; 2026Q2: 8,853 shares 8,853 $477K 0.12% +4 Timeline BUXX 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,461 shares; 2025Q4: 23,530 shares; 2026Q1: 30,571 shares; 2026Q2: 23,501 shares 23,501 $476K 0.12% -7,070 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: 2,150 shares 2,150 $475K 0.12% new 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: 810 shares; 2024Q4: 821 shares; 2025Q1: 825 shares; 2025Q2: 787 shares; 2025Q3: 760 shares; 2025Q4: 751 shares; 2026Q1: 763 shares; 2026Q2: 749 shares 749 $475K 0.12% -14 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: 1,653 shares; 2024Q4: 1,733 shares; 2025Q1: 1,565 shares; 2025Q2: 1,626 shares; 2025Q3: 1,639 shares; 2025Q4: 1,549 shares; 2026Q1: 1,411 shares; 2026Q2: 1,430 shares 1,430 $468K 0.12% +19 Timeline JGH NUVEEN GLOBAL HIGH INCOME FD More: the full row for NUVEEN GLOBAL HIGH INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,834 shares; 2024Q4: 19,352 shares; 2025Q1: 19,818 shares; 2025Q2: 19,434 shares; 2025Q3: 21,158 shares; 2025Q4: 22,596 shares; 2026Q1: 30,188 shares; 2026Q2: 36,321 shares 36,321 $462K 0.12% +6,133 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,730 shares; 2024Q4: 10,328 shares; 2025Q1: 10,838 shares; 2025Q2: 11,610 shares; 2025Q3: 12,052 shares; 2025Q4: 11,646 shares; 2026Q1: 4,645 shares; 2026Q2: 4,709 shares 4,709 $454K 0.12% +64 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,031 shares; 2026Q2: 1,340 shares 1,340 $449K 0.11% +309 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 645 shares; 2025Q4: 730 shares; 2026Q1: 711 shares; 2026Q2: 682 shares 682 $447K 0.11% -29 Timeline SCHO 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: 9,180 shares; 2024Q4: 18,479 shares; 2025Q1: 18,295 shares; 2025Q2: 18,711 shares; 2025Q3: 18,781 shares; 2025Q4: 19,162 shares; 2026Q1: 18,870 shares; 2026Q2: 18,340 shares 18,340 $443K 0.11% -530 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: 11,106 shares; 2024Q4: 11,733 shares; 2025Q1: 11,630 shares; 2025Q2: 11,785 shares; 2025Q3: 11,668 shares; 2025Q4: 11,640 shares; 2026Q1: 10,615 shares; 2026Q2: 10,447 shares 10,447 $442K 0.11% -168 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: 3,432 shares; 2024Q4: 3,377 shares; 2025Q1: 3,370 shares; 2025Q2: 3,391 shares; 2025Q3: 3,806 shares; 2025Q4: 4,012 shares; 2026Q1: 4,048 shares; 2026Q2: 3,987 shares 3,987 $435K 0.11% -61 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: 410 shares; 2024Q4: 483 shares; 2025Q1: 523 shares; 2025Q2: 519 shares; 2025Q3: 511 shares; 2025Q4: 6,788 shares; 2026Q1: 6,360 shares; 2026Q2: 6,002 shares 6,002 $429K 0.11% -358 Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,594 shares; 2025Q1: 10,078 shares; 2025Q2: 10,929 shares; 2025Q3: 10,910 shares; 2025Q4: 10,932 shares; 2026Q1: 10,220 shares; 2026Q2: 10,097 shares 10,097 $410K 0.1% -123 Timeline BITO 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: 12,076 shares; 2025Q2: 20,534 shares; 2025Q3: 27,517 shares; 2025Q4: 38,738 shares; 2026Q1: 49,869 shares; 2026Q2: 51,427 shares 51,427 $410K 0.1% +1,558 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: 2,381 shares 2,381 $407K 0.1% new 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: 16,727 shares; 2024Q4: 17,793 shares; 2025Q1: 17,923 shares; 2025Q2: 19,039 shares; 2025Q3: 19,544 shares; 2025Q4: 21,036 shares; 2026Q1: 19,167 shares; 2026Q2: 19,542 shares 19,542 $405K 0.1% +375 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,474 shares; 2025Q2: 7,693 shares; 2025Q3: 8,768 shares; 2025Q4: 8,881 shares; 2026Q1: 9,727 shares; 2026Q2: 9,766 shares 9,766 $404K 0.1% +39 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: 1,750 shares; 2024Q4: 1,832 shares; 2025Q1: 2,874 shares; 2025Q2: 2,917 shares; 2025Q3: 2,872 shares; 2025Q4: 2,982 shares; 2026Q1: 2,792 shares; 2026Q2: 2,745 shares 2,745 $403K 0.1% -47 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: 1,442 shares; 2024Q4: 1,376 shares; 2025Q1: 2,180 shares; 2025Q2: 2,150 shares; 2025Q3: 2,137 shares; 2025Q4: 2,263 shares; 2026Q1: 2,187 shares; 2026Q2: 2,177 shares 2,177 $402K 0.1% -10 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: 592 shares; 2024Q4: 624 shares; 2025Q1: 628 shares; 2025Q2: 658 shares; 2025Q3: 751 shares; 2025Q4: 772 shares; 2026Q1: 774 shares; 2026Q2: 770 shares 770 $395K 0.1% -4 Timeline WTBA WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,408 shares; 2024Q4: 10,448 shares; 2025Q1: 10,603 shares; 2025Q2: not reported; 2025Q3: 9,930 shares; 2025Q4: 10,353 shares; 2026Q1: 14,698 shares; 2026Q2: 14,795 shares 14,795 $393K 0.1% +97 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: 2,744 shares; 2024Q4: 2,792 shares; 2025Q1: 2,827 shares; 2025Q2: 2,813 shares; 2025Q3: 1,370 shares; 2025Q4: 1,144 shares; 2026Q1: 1,197 shares; 2026Q2: 1,112 shares 1,112 $392K 0.1% -85 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,578 shares; 2026Q2: 8,573 shares 8,573 $386K 0.1% -5 Timeline FPEI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,330 shares; 2026Q2: 19,961 shares 19,961 $385K 0.1% -369 Timeline VDE 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: 2,958 shares; 2024Q4: 2,821 shares; 2025Q1: 3,014 shares; 2025Q2: 3,146 shares; 2025Q3: 3,833 shares; 2025Q4: 3,796 shares; 2026Q1: 3,612 shares; 2026Q2: 2,542 shares 2,542 $382K 0.1% -1,070 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,722 shares; 2026Q2: 3,499 shares 3,499 $377K 0.1% -223 Timeline FV 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: 4,761 shares; 2024Q4: 4,552 shares; 2025Q1: 4,323 shares; 2025Q2: 5,082 shares; 2025Q3: 5,106 shares; 2025Q4: 4,893 shares; 2026Q1: 4,886 shares; 2026Q2: 4,972 shares 4,972 $377K 0.1% +86 Timeline FFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,590 shares; 2024Q4: 5,457 shares; 2025Q1: 5,264 shares; 2025Q2: 5,270 shares; 2025Q3: 5,426 shares; 2025Q4: 5,273 shares; 2026Q1: 6,008 shares; 2026Q2: 6,058 shares 6,058 $369K 0.09% +50 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,215 shares; 2025Q3: 1,326 shares; 2025Q4: 1,208 shares; 2026Q1: not reported; 2026Q2: 2,519 shares 2,519 $369K 0.09% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 173 shares; 2026Q2: 185 shares 185 $369K 0.09% +12 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: not reported; 2024Q4: 1,977 shares; 2025Q1: 2,384 shares; 2025Q2: 2,848 shares; 2025Q3: 3,004 shares; 2025Q4: 3,356 shares; 2026Q1: 3,555 shares; 2026Q2: 3,386 shares 3,386 $364K 0.09% -169 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 661 shares; 2025Q4: 680 shares; 2026Q1: 1,123 shares; 2026Q2: 1,752 shares 1,752 $359K 0.09% +629 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: 18,299 shares; 2024Q4: 17,037 shares; 2025Q1: 14,522 shares; 2025Q2: 8,371 shares; 2025Q3: 5,716 shares; 2025Q4: 4,729 shares; 2026Q1: not reported; 2026Q2: 6,000 shares 6,000 $358K 0.09% new Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,295 shares 1,295 $358K 0.09% new Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,074 shares; 2026Q2: 1,184 shares 1,184 $353K 0.09% -890 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,946 shares; 2024Q4: 1,977 shares; 2025Q1: 2,020 shares; 2025Q2: 2,110 shares; 2025Q3: 2,158 shares; 2025Q4: 2,170 shares; 2026Q1: 2,134 shares; 2026Q2: 2,032 shares 2,032 $350K 0.09% -102 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,707 shares; 2025Q1: 3,840 shares; 2025Q2: 3,934 shares; 2025Q3: 3,925 shares; 2025Q4: 4,302 shares; 2026Q1: 4,281 shares; 2026Q2: 4,102 shares 4,102 $347K 0.09% -179 Timeline SEIV SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,452 shares; 2026Q1: 5,727 shares; 2026Q2: 7,128 shares 7,128 $342K 0.09% +1,401 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,311 shares; 2024Q4: 18,403 shares; 2025Q1: 18,139 shares; 2025Q2: 18,859 shares; 2025Q3: 18,999 shares; 2025Q4: 19,298 shares; 2026Q1: 6,668 shares; 2026Q2: 6,808 shares 6,808 $342K 0.09% +140 Timeline ROM 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: 2,257 shares; 2025Q4: 2,257 shares; 2026Q1: not reported; 2026Q2: 2,203 shares 2,203 $342K 0.09% new Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,067 shares; 2025Q3: 1,098 shares; 2025Q4: 1,171 shares; 2026Q1: 1,366 shares; 2026Q2: 1,406 shares 1,406 $342K 0.09% +40 Timeline SHOC 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,800 shares 2,800 $342K 0.09% new Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,363 shares; 2026Q2: 5,611 shares 5,611 $338K 0.09% +248 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: 4,429 shares; 2024Q4: 10,408 shares; 2025Q1: 9,659 shares; 2025Q2: 10,021 shares; 2025Q3: 8,089 shares; 2025Q4: 7,820 shares; 2026Q1: 9,025 shares; 2026Q2: 11,445 shares 11,445 $337K 0.09% +2,420 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,808 shares; 2024Q4: 6,755 shares; 2025Q1: 6,390 shares; 2025Q2: 6,812 shares; 2025Q3: 6,827 shares; 2025Q4: 6,844 shares; 2026Q1: 6,365 shares; 2026Q2: 6,375 shares 6,375 $331K 0.08% +10 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 975 shares; 2026Q2: 958 shares 958 $329K 0.08% -17 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 201 shares; 2026Q1: not reported; 2026Q2: 1,085 shares 1,085 $327K 0.08% new Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,115 shares; 2024Q4: 1,226 shares; 2025Q1: 1,253 shares; 2025Q2: 1,197 shares; 2025Q3: 1,149 shares; 2025Q4: not reported; 2026Q1: 1,151 shares; 2026Q2: 1,092 shares 1,092 $325K 0.08% -59 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 504 shares 504 $322K 0.08% new Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,111 shares; 2025Q4: not reported; 2026Q1: 1,197 shares; 2026Q2: 1,651 shares 1,651 $321K 0.08% +454 Timeline LEND SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,317 shares 12,317 $310K 0.08% new Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,683 shares; 2025Q2: 1,762 shares; 2025Q3: 1,758 shares; 2025Q4: 1,685 shares; 2026Q1: 1,700 shares; 2026Q2: 1,689 shares 1,689 $306K 0.08% -11 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 315 shares 315 $304K 0.08% new Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 286 shares; 2026Q2: 291 shares 291 $303K 0.08% +5 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: 5,079 shares; 2024Q4: 5,196 shares; 2025Q1: 5,162 shares; 2025Q2: 4,048 shares; 2025Q3: 3,982 shares; 2025Q4: 3,731 shares; 2026Q1: 3,729 shares; 2026Q2: 3,724 shares 3,724 $303K 0.08% -5 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,427 shares; 2025Q2: 12,212 shares; 2025Q3: 13,957 shares; 2025Q4: 14,205 shares; 2026Q1: 15,735 shares; 2026Q2: 17,391 shares 17,391 $302K 0.08% +1,656 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: 2,490 shares; 2024Q4: 2,609 shares; 2025Q1: 3,641 shares; 2025Q2: 3,918 shares; 2025Q3: 3,819 shares; 2025Q4: 3,784 shares; 2026Q1: 2,409 shares; 2026Q2: 2,346 shares 2,346 $301K 0.08% -63 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,758 shares; 2026Q2: 3,882 shares 3,882 $301K 0.08% +1,124 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,982 shares; 2025Q1: 6,132 shares; 2025Q2: 6,441 shares; 2025Q3: 5,542 shares; 2025Q4: 5,642 shares; 2026Q1: not reported; 2026Q2: 10,788 shares 10,788 $300K 0.08% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,457 shares; 2025Q4: 7,457 shares; 2026Q1: 7,678 shares; 2026Q2: 7,837 shares 7,837 $300K 0.08% +159 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,912 shares 5,912 $299K 0.08% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,388 shares; 2026Q1: 2,381 shares; 2026Q2: 2,331 shares 2,331 $299K 0.08% -50 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 680 shares 680 $295K 0.07% new Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,730 shares 3,730 $292K 0.07% new 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: 1,866 shares; 2024Q4: 1,899 shares; 2025Q1: 1,882 shares; 2025Q2: 1,965 shares; 2025Q3: 1,987 shares; 2025Q4: 1,982 shares; 2026Q1: 1,990 shares; 2026Q2: 2,119 shares 2,119 $287K 0.07% +129 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,118 shares; 2025Q4: 2,206 shares; 2026Q1: 2,270 shares; 2026Q2: 2,495 shares 2,495 $287K 0.07% +225 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: not reported; 2024Q4: 208 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,955 shares; 2026Q2: 2,881 shares 2,881 $286K 0.07% +926 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,250 shares; 2026Q2: 12,624 shares 12,624 $282K 0.07% +374 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,566 shares; 2025Q3: 1,576 shares; 2025Q4: 1,628 shares; 2026Q1: 1,727 shares; 2026Q2: 1,780 shares 1,780 $279K 0.07% +53 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,120 shares; 2024Q4: 5,147 shares; 2025Q1: 5,209 shares; 2025Q2: 5,247 shares; 2025Q3: 5,247 shares; 2025Q4: 5,078 shares; 2026Q1: 4,778 shares; 2026Q2: 5,015 shares 5,015 $272K 0.07% +237 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: 1,657 shares; 2024Q4: 1,937 shares; 2025Q1: 1,829 shares; 2025Q2: 1,772 shares; 2025Q3: 1,648 shares; 2025Q4: 1,635 shares; 2026Q1: 1,576 shares; 2026Q2: 1,605 shares 1,605 $271K 0.07% +29 Timeline SILJ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,886 shares; 2026Q2: 10,432 shares 10,432 $270K 0.07% +546 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG 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: 7,600 shares; 2026Q2: 7,600 shares 7,600 $269K 0.07% 0 Timeline DOCN DIGITALOCEAN HLDGS INC More: the full row for DIGITALOCEAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,698 shares 1,698 $267K 0.07% new Timeline SPIP 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: 10,488 shares; 2026Q2: 10,330 shares 10,330 $265K 0.07% -158 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 531 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 535 shares; 2025Q3: 535 shares; 2025Q4: 535 shares; 2026Q1: 537 shares; 2026Q2: 537 shares 537 $264K 0.07% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,151 shares; 2026Q1: 1,251 shares; 2026Q2: 1,382 shares 1,382 $262K 0.07% +131 Timeline UEC URANIUM ENERGY CORP More: the full row for URANIUM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,553 shares; 2024Q4: 33,553 shares; 2025Q1: 31,493 shares; 2025Q2: 31,509 shares; 2025Q3: 29,917 shares; 2025Q4: 30,514 shares; 2026Q1: 26,089 shares; 2026Q2: 24,435 shares 24,435 $260K 0.07% -1,654 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 972 shares 972 $260K 0.07% new Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,044 shares; 2024Q4: 1,968 shares; 2025Q1: 1,970 shares; 2025Q2: 1,892 shares; 2025Q3: 1,911 shares; 2025Q4: 1,850 shares; 2026Q1: 2,011 shares; 2026Q2: 2,161 shares 2,161 $260K 0.07% +150 Timeline FNX 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: 4,056 shares; 2024Q4: 4,004 shares; 2025Q1: 3,870 shares; 2025Q2: 3,861 shares; 2025Q3: 3,831 shares; 2025Q4: 3,780 shares; 2026Q1: 1,589 shares; 2026Q2: 1,773 shares 1,773 $259K 0.07% +184 Timeline BGS B & G FOODS INC More: the full row for B & G FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,218 shares; 2025Q1: 15,914 shares; 2025Q2: 21,375 shares; 2025Q3: 36,963 shares; 2025Q4: 35,492 shares; 2026Q1: 48,059 shares; 2026Q2: 64,736 shares 64,736 $258K 0.07% +16,677 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,781 shares; 2025Q1: 3,633 shares; 2025Q2: 2,634 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,571 shares 2,571 $253K 0.06% new Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,396 shares; 2026Q2: 9,488 shares 9,488 $251K 0.06% +1,092 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 574 shares 574 $248K 0.06% new 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: 3,068 shares; 2024Q4: not reported; 2025Q1: 2,915 shares; 2025Q2: 2,954 shares; 2025Q3: 2,841 shares; 2025Q4: 2,904 shares; 2026Q1: 3,222 shares; 2026Q2: 3,425 shares 3,425 $247K 0.06% +203 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,371 shares 1,371 $246K 0.06% new Timeline GRNT GRANITE RIDGE RESOURCES INC More: the full row for GRANITE RIDGE RESOURCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,163 shares; 2024Q4: 16,105 shares; 2025Q1: 20,068 shares; 2025Q2: 21,164 shares; 2025Q3: 28,174 shares; 2025Q4: 29,426 shares; 2026Q1: 38,934 shares; 2026Q2: 54,287 shares 54,287 $239K 0.06% +15,353 Timeline QUIZ ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,188 shares; 2026Q1: 8,188 shares; 2026Q2: 8,188 shares 8,188 $239K 0.06% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,895 shares; 2025Q1: 2,789 shares; 2025Q2: 2,843 shares; 2025Q3: 2,853 shares; 2025Q4: 2,858 shares; 2026Q1: 2,892 shares; 2026Q2: 2,890 shares 2,890 $239K 0.06% -2 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS 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: 494 shares 494 $239K 0.06% new Timeline TER TERADYNE INC More: the full row for TERADYNE 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: 834 shares; 2026Q2: 490 shares 490 $237K 0.06% -344 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,662 shares; 2026Q2: 4,420 shares 4,420 $235K 0.06% -242 Timeline SMIZ ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,243 shares 5,243 $234K 0.06% new Timeline MOS MOSAIC CO More: the full row for MOSAIC 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: 10,996 shares 10,996 $233K 0.06% new Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,249 shares; 2024Q4: 2,252 shares; 2025Q1: 2,270 shares; 2025Q2: 2,464 shares; 2025Q3: 2,567 shares; 2025Q4: 2,697 shares; 2026Q1: 2,110 shares; 2026Q2: 1,986 shares 1,986 $232K 0.06% -124 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 775 shares 775 $232K 0.06% new Timeline JMOM J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,690 shares 2,690 $230K 0.06% new Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 611 shares 611 $228K 0.06% new Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,657 shares; 2024Q4: 3,430 shares; 2025Q1: 3,430 shares; 2025Q2: 3,516 shares; 2025Q3: 3,508 shares; 2025Q4: 3,400 shares; 2026Q1: 3,198 shares; 2026Q2: 3,105 shares 3,105 $225K 0.06% -93 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,310 shares; 2026Q1: not reported; 2026Q2: 2,083 shares 2,083 $224K 0.06% new Timeline ACYN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,747 shares 10,747 $223K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,682 shares 1,682 $221K 0.06% new Timeline IRDM IRIDIUM COMMUNICATIONS INC More: the full row for IRIDIUM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,035 shares 4,035 $221K 0.06% new Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 537 shares 537 $220K 0.06% new Timeline WSO WATSCO INC More: the full row for WATSCO 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: 553 shares; 2026Q2: 522 shares 522 $218K 0.06% -31 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: 1,731 shares; 2024Q4: 1,796 shares; 2025Q1: 1,796 shares; 2025Q2: 1,529 shares; 2025Q3: 1,317 shares; 2025Q4: 1,287 shares; 2026Q1: not reported; 2026Q2: 1,344 shares 1,344 $218K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 185 shares 185 $217K 0.06% new Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,353 shares; 2026Q2: 3,862 shares 3,862 $217K 0.06% +509 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 962 shares 962 $215K 0.05% new Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,170 shares; 2025Q4: 4,211 shares; 2026Q1: 4,229 shares; 2026Q2: 4,259 shares 4,259 $215K 0.05% +30 Timeline FTRI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,501 shares; 2024Q4: 16,907 shares; 2025Q1: 15,208 shares; 2025Q2: 14,646 shares; 2025Q3: 13,752 shares; 2025Q4: 13,299 shares; 2026Q1: 13,719 shares; 2026Q2: 13,519 shares 13,519 $215K 0.05% -200 Timeline MBB 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: 2,169 shares; 2026Q2: 2,267 shares 2,267 $214K 0.05% +98 Timeline SCHA 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: 9,640 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,927 shares 5,927 $214K 0.05% new Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,282 shares 2,282 $214K 0.05% new Timeline CMP COMPASS MINERALS INTL INC More: the full row for COMPASS MINERALS 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: 6,839 shares 6,839 $213K 0.05% new Timeline PFFD 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: not reported; 2026Q1: 10,551 shares; 2026Q2: 11,358 shares 11,358 $212K 0.05% +807 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,738 shares; 2024Q4: 4,517 shares; 2025Q1: 3,739 shares; 2025Q2: 3,885 shares; 2025Q3: 2,139 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,896 shares 3,896 $212K 0.05% new Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,532 shares; 2026Q2: 6,357 shares 6,357 $212K 0.05% -175 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,097 shares; 2025Q4: 1,112 shares; 2026Q1: 1,045 shares; 2026Q2: 920 shares 920 $211K 0.05% -125 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,434 shares 1,434 $210K 0.05% new Timeline YBTC 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: 12,666 shares 12,666 $209K 0.05% new Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS 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: 910 shares 910 $209K 0.05% new Timeline PAAA 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,064 shares 4,064 $208K 0.05% new Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 638 shares; 2024Q4: 677 shares; 2025Q1: 711 shares; 2025Q2: 726 shares; 2025Q3: 757 shares; 2025Q4: 740 shares; 2026Q1: 734 shares; 2026Q2: 661 shares 661 $208K 0.05% -73 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 994 shares 994 $208K 0.05% new 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: 797 shares; 2024Q4: 815 shares; 2025Q1: 663 shares; 2025Q2: 695 shares; 2025Q3: 704 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 923 shares 923 $207K 0.05% new Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,423 shares 3,423 $206K 0.05% new Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 913 shares; 2025Q2: 923 shares; 2025Q3: 952 shares; 2025Q4: 1,012 shares; 2026Q1: 1,023 shares; 2026Q2: 962 shares 962 $205K 0.05% -61 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,351 shares 5,351 $204K 0.05% new Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,479 shares; 2024Q4: 3,501 shares; 2025Q1: 3,545 shares; 2025Q2: 3,732 shares; 2025Q3: 3,756 shares; 2025Q4: 3,728 shares; 2026Q1: 3,692 shares; 2026Q2: 3,533 shares 3,533 $204K 0.05% -159 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,990 shares; 2026Q2: 3,249 shares 3,249 $204K 0.05% -741 Timeline SPHD 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: 4,036 shares; 2025Q2: not reported; 2025Q3: 4,174 shares; 2025Q4: 4,222 shares; 2026Q1: not reported; 2026Q2: 3,994 shares 3,994 $203K 0.05% new Timeline ESI ELEMENT SOLUTIONS INC More: the full row for ELEMENT SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,232 shares 4,232 $202K 0.05% new Timeline ECL ECOLAB INC More: the full row for ECOLAB 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: 724 shares 724 $202K 0.05% new Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,026 shares 1,026 $201K 0.05% new Timeline TEO TELECOM ARGENTINA SA More: the full row for TELECOM ARGENTINA SA 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: 14,904 shares 14,904 $194K 0.05% new Timeline JRS NUVEEN REAL ESTATE INCOME FD More: the full row for NUVEEN REAL ESTATE INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,820 shares; 2024Q4: 19,765 shares; 2025Q1: 18,653 shares; 2025Q2: 21,600 shares; 2025Q3: 21,594 shares; 2025Q4: 21,607 shares; 2026Q1: 22,322 shares; 2026Q2: 22,442 shares 22,442 $189K 0.05% +120 Timeline VISN VISTANCE NETWORKS INC More: the full row for VISTANCE 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,014 shares 13,014 $166K 0.04% new Timeline YMAX 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: 12,643 shares; 2025Q4: 14,311 shares; 2026Q1: 16,468 shares; 2026Q2: 18,929 shares 18,929 $153K 0.04% +2,461 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: 11,633 shares; 2024Q4: 11,027 shares; 2025Q1: not reported; 2025Q2: 11,684 shares; 2025Q3: 11,624 shares; 2025Q4: 10,240 shares; 2026Q1: 10,605 shares; 2026Q2: 10,525 shares 10,525 $146K 0.04% -80 Timeline NMZ NUVEEN MUN HIGH INCOME OPPOR More: the full row for NUVEEN MUN HIGH INCOME OPPOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,571 shares 12,571 $133K 0.03% new Timeline MSIF MSC INCOME FUND INC More: the full row for MSC INCOME FUND 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: 11,458 shares; 2026Q2: 11,286 shares 11,286 $131K 0.03% -172 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: 11,520 shares; 2024Q4: 11,520 shares; 2025Q1: 11,520 shares; 2025Q2: 11,520 shares; 2025Q3: 11,520 shares; 2025Q4: 11,420 shares; 2026Q1: 11,420 shares; 2026Q2: 11,449 shares 11,449 $124K 0.03% +29 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,620 shares; 2024Q4: 50,607 shares; 2025Q1: 55,482 shares; 2025Q2: 54,039 shares; 2025Q3: 51,909 shares; 2025Q4: 50,704 shares; 2026Q1: 23,648 shares; 2026Q2: 23,873 shares 23,873 $119K 0.03% +225 Timeline ATLX ATLAS LITHIUM CORP More: the full row for ATLAS LITHIUM 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: 17,067 shares 17,067 $63K 0.02% new Timeline BTG B2GOLD CORP More: the full row for B2GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,000 shares; 2024Q4: not reported; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,200 shares 10,200 $38.1K 0.01% +200 Timeline NAK NORTHERN DYNASTY MINERALS LT More: the full row for NORTHERN DYNASTY MINERALS LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,900 shares; 2024Q4: 15,850 shares; 2025Q1: 15,790 shares; 2025Q2: 15,730 shares; 2025Q3: 15,730 shares; 2025Q4: 15,670 shares; 2026Q1: 15,620 shares; 2026Q2: 16,871 shares 16,871 $32.4K 0.01% +1,251 Timeline AKBA AKEBIA THREAPEUTICS INC More: the full row for AKEBIA THREAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,003 shares; 2024Q4: 13,003 shares; 2025Q1: 13,003 shares; 2025Q2: 13,003 shares; 2025Q3: 13,003 shares; 2025Q4: 13,003 shares; 2026Q1: 13,003 shares; 2026Q2: 13,003 shares 13,003 $14.8K <0.01% 0 Timeline