SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 221,372 shares; 2025Q2: 221,074 shares; 2025Q3: 219,768 shares; 2025Q4: 223,586 shares; 2026Q1: 188,038 shares; 2026Q2: 215,430 shares; 2026Q3: 247,018 shares 247,018 $37.4M 3.7% +31,588 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 607,326 shares; 2025Q1: 718,863 shares; 2025Q2: 718,824 shares; 2025Q3: 586,010 shares; 2025Q4: 595,158 shares; 2026Q1: 626,028 shares; 2026Q2: 679,172 shares; 2026Q3: 885,376 shares 885,376 $36.9M 3.65% +206,204 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 426,495 shares; 2025Q2: 430,391 shares; 2025Q3: 444,312 shares; 2025Q4: 452,161 shares; 2026Q1: 474,784 shares; 2026Q2: 489,757 shares; 2026Q3: 486,949 shares 486,949 $33.7M 3.34% -2,808 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 201,015 shares; 2025Q1: 206,458 shares; 2025Q2: 217,541 shares; 2025Q3: 218,809 shares; 2025Q4: 219,858 shares; 2026Q1: 175,223 shares; 2026Q2: 171,403 shares; 2026Q3: 161,957 shares 161,957 $33.1M 3.27% -9,446 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 317,834 shares; 2025Q1: 377,142 shares; 2025Q2: 380,395 shares; 2025Q3: 390,926 shares; 2025Q4: 398,650 shares; 2026Q1: 361,651 shares; 2026Q2: 420,326 shares; 2026Q3: 445,844 shares 445,844 $30.5M 3.02% +25,518 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; 2024Q4: 8,587 shares; 2025Q1: 20,794 shares; 2025Q2: 18,406 shares; 2025Q3: 19,088 shares; 2025Q4: 18,791 shares; 2026Q1: 18,768 shares; 2026Q2: 655,982 shares; 2026Q3: 576,138 shares 576,138 $29.6M 2.92% -79,844 Timeline GARP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 255,947 shares; 2026Q3: 345,059 shares 345,059 $29.4M 2.91% +89,112 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,105,715 shares; 2026Q3: 1,138,827 shares 1,138,827 $29.1M 2.88% +33,112 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,482 shares; 2026Q1: 154,871 shares; 2026Q2: 151,486 shares; 2026Q3: 138,537 shares 138,537 $27.4M 2.71% -12,949 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 263,090 shares; 2025Q1: 300,901 shares; 2025Q2: 303,716 shares; 2025Q3: 314,160 shares; 2025Q4: 320,946 shares; 2026Q1: 29,070 shares; 2026Q2: 316,959 shares; 2026Q3: 330,227 shares 330,227 $25.7M 2.54% +13,268 Timeline VPLS VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 343,106 shares; 2026Q2: 301,707 shares; 2026Q3: 309,237 shares 309,237 $22.9M 2.26% +7,530 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 626,335 shares 626,335 $22.4M 2.21% new Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 383,655 shares; 2026Q3: 387,160 shares 387,160 $20.8M 2.06% +3,505 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 105,771 shares; 2025Q2: 107,553 shares; 2025Q3: 99,378 shares; 2025Q4: 85,222 shares; 2026Q1: 69,168 shares; 2026Q2: 60,806 shares; 2026Q3: 61,398 shares 61,398 $20.2M 2% +592 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 761,713 shares 761,713 $19.7M 1.95% new Timeline TFLR T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 416,019 shares; 2025Q3: 457,209 shares; 2025Q4: 483,518 shares; 2026Q1: 275,770 shares; 2026Q2: 557,681 shares; 2026Q3: 383,452 shares 383,452 $19.4M 1.92% -174,229 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 397,559 shares 397,559 $17.7M 1.75% new Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 438,327 shares; 2025Q2: 443,328 shares; 2025Q3: 460,559 shares; 2025Q4: 476,471 shares; 2026Q1: 495,996 shares; 2026Q2: not reported; 2026Q3: 384,496 shares 384,496 $17.6M 1.74% new Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 37,991 shares; 2025Q1: 37,010 shares; 2025Q2: 37,946 shares; 2025Q3: 46,562 shares; 2025Q4: 45,601 shares; 2026Q1: 45,628 shares; 2026Q2: 47,318 shares; 2026Q3: 47,432 shares 47,432 $15.8M 1.56% +114 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 307,218 shares; 2025Q4: 319,537 shares; 2026Q1: 368,510 shares; 2026Q2: 385,732 shares; 2026Q3: 255,416 shares 255,416 $15.6M 1.54% -130,316 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 122,269 shares; 2025Q1: 119,616 shares; 2025Q2: 125,602 shares; 2025Q3: 125,422 shares; 2025Q4: 124,779 shares; 2026Q1: 124,387 shares; 2026Q2: 126,289 shares; 2026Q3: 126,132 shares 126,132 $14.9M 1.47% -157 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,942 shares; 2025Q3: 29,277 shares; 2025Q4: 59,791 shares; 2026Q1: 72,775 shares; 2026Q2: 72,545 shares; 2026Q3: 66,724 shares 66,724 $13.1M 1.29% -5,821 Timeline HFGM TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,877 shares; 2025Q4: 36,961 shares; 2026Q1: 51,103 shares; 2026Q2: 376,670 shares; 2026Q3: 388,918 shares 388,918 $12.2M 1.21% +12,248 Timeline CDX SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 514,852 shares; 2025Q4: 647,232 shares; 2026Q1: 680,098 shares; 2026Q2: 764,328 shares; 2026Q3: 566,973 shares 566,973 $11.4M 1.13% -197,355 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 107,147 shares 107,147 $11.4M 1.13% new Timeline SAMT ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 12,098 shares; 2025Q2: 243,224 shares; 2025Q3: 243,384 shares; 2025Q4: 246,420 shares; 2026Q1: 248,837 shares; 2026Q2: 251,772 shares; 2026Q3: 252,888 shares 252,888 $10.5M 1.04% +1,116 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,559 shares; 2025Q1: 12,648 shares; 2025Q2: 15,716 shares; 2025Q3: 15,772 shares; 2025Q4: 16,139 shares; 2026Q1: 18,649 shares; 2026Q2: 20,025 shares; 2026Q3: 19,681 shares 19,681 $10.1M 1% -344 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 110,460 shares; 2025Q4: 114,988 shares; 2026Q1: 185,574 shares; 2026Q2: 212,673 shares; 2026Q3: 116,932 shares 116,932 $9.49M 0.94% -95,741 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; 2024Q4: 41,054 shares; 2025Q1: 42,374 shares; 2025Q2: 55,136 shares; 2025Q3: 26,358 shares; 2025Q4: 25,378 shares; 2026Q1: 19,464 shares; 2026Q2: 9,799 shares; 2026Q3: 9,937 shares 9,937 $9.17M 0.91% +138 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,745 shares; 2025Q1: 5,821 shares; 2025Q2: 6,086 shares; 2025Q3: 5,677 shares; 2025Q4: 5,565 shares; 2026Q1: 5,214 shares; 2026Q2: 44,075 shares; 2026Q3: 44,707 shares 44,707 $8.71M 0.86% +632 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 33,602 shares; 2025Q1: 33,728 shares; 2025Q2: 34,539 shares; 2025Q3: 32,528 shares; 2025Q4: 29,537 shares; 2026Q1: 30,602 shares; 2026Q2: 37,918 shares; 2026Q3: 38,063 shares 38,063 $8.69M 0.86% +145 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 184,479 shares 184,479 $8.52M 0.84% new Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 42,741 shares; 2025Q1: 42,372 shares; 2025Q2: 42,271 shares; 2025Q3: 43,028 shares; 2025Q4: 56,127 shares; 2026Q1: 54,886 shares; 2026Q2: 58,043 shares; 2026Q3: 44,762 shares 44,762 $8M 0.79% -13,281 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 37,378 shares; 2026Q3: 37,957 shares 37,957 $7.97M 0.79% +579 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 57,219 shares; 2025Q4: 60,103 shares; 2026Q1: 50,288 shares; 2026Q2: 54,323 shares; 2026Q3: 54,318 shares 54,318 $7.89M 0.78% -5 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,960 shares; 2026Q1: 29,346 shares; 2026Q2: 34,320 shares; 2026Q3: 34,161 shares 34,161 $7.72M 0.76% -159 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 62,175 shares; 2026Q3: 63,207 shares 63,207 $7.67M 0.76% +1,032 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 27,811 shares; 2025Q1: 27,006 shares; 2025Q2: 26,884 shares; 2025Q3: 28,813 shares; 2025Q4: 27,957 shares; 2026Q1: 28,192 shares; 2026Q2: 30,273 shares; 2026Q3: 30,014 shares 30,014 $7.48M 0.74% -259 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 64,249 shares; 2025Q4: 67,795 shares; 2026Q1: 69,926 shares; 2026Q2: 84,301 shares; 2026Q3: 83,399 shares 83,399 $7.39M 0.73% -902 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,249 shares; 2025Q1: 19,972 shares; 2025Q2: 15,146 shares; 2025Q3: 17,296 shares; 2025Q4: 17,472 shares; 2026Q1: 17,671 shares; 2026Q2: 24,319 shares; 2026Q3: 24,223 shares 24,223 $7.27M 0.72% -96 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; 2024Q4: 10,064 shares; 2025Q1: 10,207 shares; 2025Q2: 10,574 shares; 2025Q3: 10,732 shares; 2025Q4: 11,253 shares; 2026Q1: 12,916 shares; 2026Q2: 16,225 shares; 2026Q3: 16,275 shares 16,275 $7.26M 0.72% +50 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 31,658 shares; 2025Q1: 30,375 shares; 2025Q2: 30,776 shares; 2025Q3: 30,614 shares; 2025Q4: 20,850 shares; 2026Q1: 20,988 shares; 2026Q2: 20,481 shares; 2026Q3: 20,460 shares 20,460 $7.04M 0.7% -21 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 136,395 shares; 2026Q2: 146,318 shares; 2026Q3: 149,247 shares 149,247 $6.87M 0.68% +2,929 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 7,832 shares; 2025Q2: 7,918 shares; 2025Q3: 7,788 shares; 2025Q4: 5,622 shares; 2026Q1: 5,437 shares; 2026Q2: 4,636 shares; 2026Q3: 4,074 shares 4,074 $6.74M 0.67% -562 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,328 shares; 2025Q1: 4,370 shares; 2025Q2: 4,390 shares; 2025Q3: 4,978 shares; 2025Q4: 5,045 shares; 2026Q1: 5,277 shares; 2026Q2: 5,341 shares; 2026Q3: 5,396 shares 5,396 $6.72M 0.66% +55 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 32,967 shares; 2026Q3: 24,488 shares 24,488 $6.7M 0.66% -8,479 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,174 shares; 2026Q3: 16,658 shares 16,658 $6.68M 0.66% +484 Timeline CENX CENTURY ALUM CO More: the full row for CENTURY ALUM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 154,066 shares; 2026Q1: 146,024 shares; 2026Q2: 143,472 shares; 2026Q3: 185,329 shares 185,329 $6.67M 0.66% +41,857 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,427 shares; 2025Q1: 24,965 shares; 2025Q2: 20,943 shares; 2025Q3: 15,276 shares; 2025Q4: 15,845 shares; 2026Q1: 19,964 shares; 2026Q2: 18,394 shares; 2026Q3: 18,789 shares 18,789 $6.6M 0.65% +395 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,278 shares; 2025Q4: 7,496 shares; 2026Q1: 6,884 shares; 2026Q2: 8,734 shares; 2026Q3: 8,617 shares 8,617 $6.53M 0.65% -117 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,772 shares; 2025Q1: 20,577 shares; 2025Q2: 26,164 shares; 2025Q3: 29,795 shares; 2025Q4: 30,622 shares; 2026Q1: 47,731 shares; 2026Q2: 49,852 shares; 2026Q3: 50,391 shares 50,391 $6.46M 0.64% +539 Timeline BPOP POPULAR INC More: the full row for POPULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 41,032 shares; 2026Q3: 41,514 shares 41,514 $6.45M 0.64% +482 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,616 shares; 2025Q4: 28,481 shares; 2026Q1: 29,505 shares; 2026Q2: 30,094 shares; 2026Q3: 35,045 shares 35,045 $6.45M 0.64% +4,951 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 54,832 shares; 2026Q3: 55,706 shares 55,706 $6.42M 0.63% +874 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,220 shares; 2025Q4: 15,724 shares; 2026Q1: 19,633 shares; 2026Q2: 24,665 shares; 2026Q3: 24,974 shares 24,974 $6.34M 0.63% +309 Timeline LYFT LYFT INC More: the full row for LYFT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 414,655 shares 414,655 $6.22M 0.62% new Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,490 shares; 2025Q1: 11,608 shares; 2025Q2: 12,482 shares; 2025Q3: 12,642 shares; 2025Q4: 13,237 shares; 2026Q1: 15,965 shares; 2026Q2: 21,512 shares; 2026Q3: 21,838 shares 21,838 $6.21M 0.61% +326 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,223 shares; 2026Q2: 22,484 shares; 2026Q3: 22,969 shares 22,969 $6.13M 0.61% +485 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 121,559 shares; 2026Q1: 122,138 shares; 2026Q2: 98,403 shares; 2026Q3: 98,531 shares 98,531 $6.12M 0.61% +128 Timeline ZD ZIFF DAVIS INC More: the full row for ZIFF DAVIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 102,570 shares 102,570 $5.81M 0.58% new Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 28,141 shares; 2026Q3: 52,016 shares 52,016 $5.72M 0.57% +23,875 Timeline TVTX TRAVERE THERAPEUTICS INC More: the full row for TRAVERE THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 96,677 shares 96,677 $5.69M 0.56% new Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 105,884 shares; 2025Q4: 109,208 shares; 2026Q1: 95,888 shares; 2026Q2: 100,692 shares; 2026Q3: 103,189 shares 103,189 $5.67M 0.56% +2,497 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 21,677 shares; 2025Q2: 21,668 shares; 2025Q3: 21,674 shares; 2025Q4: 18,626 shares; 2026Q1: 18,722 shares; 2026Q2: 9,102 shares; 2026Q3: 9,142 shares 9,142 $5.59M 0.55% +40 Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 22,863 shares; 2026Q3: 23,302 shares 23,302 $5.29M 0.52% +439 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 31,104 shares; 2026Q3: 37,565 shares 37,565 $5.15M 0.51% +6,461 Timeline ASTH ASTRANA HEALTH INC More: the full row for ASTRANA HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 141,641 shares; 2026Q1: 143,291 shares; 2026Q2: 143,289 shares; 2026Q3: 139,664 shares 139,664 $4.97M 0.49% -3,625 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,559 shares; 2025Q1: 6,624 shares; 2025Q2: 6,665 shares; 2025Q3: 6,620 shares; 2025Q4: 6,667 shares; 2026Q1: 6,753 shares; 2026Q2: 6,414 shares; 2026Q3: 6,470 shares 6,470 $4.93M 0.49% +56 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 259,441 shares 259,441 $4.9M 0.48% new Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 678,900 shares; 2025Q1: 793,921 shares; 2025Q2: 884,451 shares; 2025Q3: 901,080 shares; 2025Q4: 575,043 shares; 2026Q1: 225,271 shares; 2026Q2: 154,475 shares; 2026Q3: 158,936 shares 158,936 $4.69M 0.46% +4,461 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 80,528 shares; 2025Q1: 79,245 shares; 2025Q2: 74,819 shares; 2025Q3: 74,738 shares; 2025Q4: 79,574 shares; 2026Q1: 80,365 shares; 2026Q2: 86,307 shares; 2026Q3: 88,899 shares 88,899 $4.54M 0.45% +2,592 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 263,381 shares; 2025Q1: 65,429 shares; 2025Q2: 63,665 shares; 2025Q3: 61,526 shares; 2025Q4: 276,655 shares; 2026Q1: 251,203 shares; 2026Q2: 43,566 shares; 2026Q3: 44,217 shares 44,217 $4.52M 0.45% +651 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 73,469 shares; 2025Q1: 77,445 shares; 2025Q2: 78,924 shares; 2025Q3: 79,022 shares; 2025Q4: 67,382 shares; 2026Q1: 86,454 shares; 2026Q2: 91,745 shares; 2026Q3: 93,720 shares 93,720 $4.5M 0.45% +1,975 Timeline PGY PAGAYA TECHNOLOGIES LTD More: the full row for PAGAYA TECHNOLOGIES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 256,154 shares 256,154 $4.44M 0.44% new Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 293,125 shares; 2025Q1: 42,464 shares; 2025Q2: 41,413 shares; 2025Q3: 41,244 shares; 2025Q4: 41,617 shares; 2026Q1: 44,638 shares; 2026Q2: 47,915 shares; 2026Q3: 49,492 shares 49,492 $4.44M 0.44% +1,577 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 35,031 shares; 2025Q1: 36,688 shares; 2025Q2: 36,566 shares; 2025Q3: 36,396 shares; 2025Q4: 37,269 shares; 2026Q1: 39,438 shares; 2026Q2: 42,067 shares; 2026Q3: 43,626 shares 43,626 $4.41M 0.44% +1,559 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,869 shares; 2025Q1: 11,876 shares; 2025Q2: 11,996 shares; 2025Q3: 12,047 shares; 2025Q4: 12,335 shares; 2026Q1: 12,401 shares; 2026Q2: 12,674 shares; 2026Q3: 12,828 shares 12,828 $4.37M 0.43% +154 Timeline VSEC VSE CORP More: the full row for VSE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 26,100 shares 26,100 $4.3M 0.43% new Timeline UCTT ULTRA CLEAN HLDGS INC More: the full row for ULTRA CLEAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 47,463 shares; 2026Q3: 51,199 shares 51,199 $4.15M 0.41% +3,736 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 71,703 shares; 2025Q1: 73,647 shares; 2025Q2: 73,842 shares; 2025Q3: 72,179 shares; 2025Q4: 71,772 shares; 2026Q1: 78,399 shares; 2026Q2: 84,138 shares; 2026Q3: 86,913 shares 86,913 $4.12M 0.41% +2,775 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,326 shares; 2025Q1: 12,042 shares; 2025Q2: 10,604 shares; 2025Q3: 10,591 shares; 2025Q4: 10,852 shares; 2026Q1: 11,462 shares; 2026Q2: 11,874 shares; 2026Q3: 12,007 shares 12,007 $3.97M 0.39% +133 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,102 shares; 2025Q1: 14,479 shares; 2025Q2: 46,273 shares; 2025Q3: 42,774 shares; 2025Q4: 43,305 shares; 2026Q1: 43,894 shares; 2026Q2: 42,061 shares; 2026Q3: 42,035 shares 42,035 $3.59M 0.36% -26 Timeline BLBD BLUE BIRD CORP More: the full row for BLUE BIRD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 59,610 shares; 2025Q1: 81,379 shares; 2025Q2: 79,194 shares; 2025Q3: 75,589 shares; 2025Q4: 66,044 shares; 2026Q1: 65,844 shares; 2026Q2: 63,350 shares; 2026Q3: 64,335 shares 64,335 $3.57M 0.35% +985 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,796 shares; 2025Q1: 19,527 shares; 2025Q2: 15,920 shares; 2025Q3: 16,296 shares; 2025Q4: 16,312 shares; 2026Q1: 14,049 shares; 2026Q2: 15,073 shares; 2026Q3: 15,258 shares 15,258 $3.39M 0.34% +185 Timeline LQDA LIQUIDIA CORPORATION More: the full row for LIQUIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 141,818 shares; 2026Q1: 142,402 shares; 2026Q2: 124,067 shares; 2026Q3: 107,389 shares 107,389 $3.25M 0.32% -16,678 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 66,796 shares; 2025Q1: 69,235 shares; 2025Q2: 58,514 shares; 2025Q3: 60,542 shares; 2025Q4: 62,076 shares; 2026Q1: 69,424 shares; 2026Q2: 85,627 shares; 2026Q3: 86,825 shares 86,825 $3.24M 0.32% +1,198 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 257,997 shares; 2025Q1: 261,912 shares; 2025Q2: 33,065 shares; 2025Q3: 32,796 shares; 2025Q4: 31,650 shares; 2026Q1: 32,607 shares; 2026Q2: 35,047 shares; 2026Q3: 36,078 shares 36,078 $3.22M 0.32% +1,031 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 763,371 shares; 2025Q1: 738,185 shares; 2025Q2: 681,505 shares; 2025Q3: 637,569 shares; 2025Q4: 649,776 shares; 2026Q1: 652,469 shares; 2026Q2: 62,310 shares; 2026Q3: 59,663 shares 59,663 $2.73M 0.27% -2,647 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 14,327 shares 14,327 $2.33M 0.23% new Timeline NTSX WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 32,734 shares; 2025Q1: 32,793 shares; 2025Q2: 31,093 shares; 2025Q3: 33,552 shares; 2025Q4: 36,578 shares; 2026Q1: 37,569 shares; 2026Q2: 39,051 shares; 2026Q3: 38,901 shares 38,901 $2.27M 0.22% -150 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,081 shares; 2025Q1: 4,020 shares; 2025Q2: 4,004 shares; 2025Q3: 4,097 shares; 2025Q4: 4,265 shares; 2026Q1: 4,182 shares; 2026Q2: 3,707 shares; 2026Q3: 2,923 shares 2,923 $2.16M 0.21% -784 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 343,489 shares; 2025Q1: 140,419 shares; 2025Q2: 139,642 shares; 2025Q3: 128,838 shares; 2025Q4: 129,626 shares; 2026Q1: 19,475 shares; 2026Q2: 17,885 shares; 2026Q3: 17,819 shares 17,819 $1.74M 0.17% -66 Timeline PSMD PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 7,662 shares; 2025Q2: 10,813 shares; 2025Q3: 14,305 shares; 2025Q4: 20,287 shares; 2026Q1: 25,819 shares; 2026Q2: 40,170 shares; 2026Q3: 46,716 shares 46,716 $1.64M 0.16% +6,546 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,709 shares; 2025Q1: 1,726 shares; 2025Q2: 1,798 shares; 2025Q3: 1,654 shares; 2025Q4: 1,734 shares; 2026Q1: 1,675 shares; 2026Q2: 2,381 shares; 2026Q3: 2,101 shares 2,101 $1.61M 0.16% -280 Timeline MOOD EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,467 shares; 2026Q2: 32,079 shares; 2026Q3: 36,001 shares 36,001 $1.6M 0.16% +3,922 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,787 shares; 2025Q1: 5,784 shares; 2025Q2: 5,790 shares; 2025Q3: 5,689 shares; 2025Q4: 5,693 shares; 2026Q1: 4,999 shares; 2026Q2: 4,997 shares; 2026Q3: 5,004 shares 5,004 $1.59M 0.16% +7 Timeline IALT BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 52,868 shares 52,868 $1.58M 0.16% new Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 148,219 shares; 2025Q1: 140,884 shares; 2025Q2: 142,254 shares; 2025Q3: 95,294 shares; 2025Q4: 95,210 shares; 2026Q1: 71,720 shares; 2026Q2: 7,146 shares; 2026Q3: 6,637 shares 6,637 $1.48M 0.15% -509 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 24,623 shares; 2025Q1: 24,541 shares; 2025Q2: 24,547 shares; 2025Q3: 24,209 shares; 2025Q4: 24,784 shares; 2026Q1: 26,129 shares; 2026Q2: 27,942 shares; 2026Q3: 28,905 shares 28,905 $1.38M 0.14% +963 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,828 shares; 2025Q1: 7,157 shares; 2025Q2: 10,041 shares; 2025Q3: 11,538 shares; 2025Q4: 13,063 shares; 2026Q1: 13,758 shares; 2026Q2: 13,883 shares; 2026Q3: 12,572 shares 12,572 $1.31M 0.13% -1,311 Timeline FLBL FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 12,477 shares; 2025Q2: 29,099 shares; 2025Q3: 49,683 shares; 2025Q4: 56,107 shares; 2026Q1: 55,818 shares; 2026Q2: 48,681 shares; 2026Q3: 53,059 shares 53,059 $1.22M 0.12% +4,378 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,556 shares; 2026Q2: 13,158 shares; 2026Q3: 21,749 shares 21,749 $1.21M 0.12% +8,591 Timeline CAIE CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,292 shares; 2025Q4: 31,480 shares; 2026Q1: 43,590 shares; 2026Q2: 51,940 shares; 2026Q3: 44,438 shares 44,438 $1.18M 0.12% -7,502 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; 2024Q4: 11,503 shares; 2025Q1: 11,528 shares; 2025Q2: 11,425 shares; 2025Q3: 11,458 shares; 2025Q4: 11,501 shares; 2026Q1: 11,520 shares; 2026Q2: 11,550 shares; 2026Q3: 11,566 shares 11,566 $1.17M 0.12% +16 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,317 shares; 2025Q1: 17,236 shares; 2025Q2: 17,254 shares; 2025Q3: 17,535 shares; 2025Q4: 21,404 shares; 2026Q1: 23,458 shares; 2026Q2: 24,378 shares; 2026Q3: 23,920 shares 23,920 $1.04M 0.1% -458 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,720 shares; 2025Q1: 2,863 shares; 2025Q2: 2,757 shares; 2025Q3: 2,709 shares; 2025Q4: 2,712 shares; 2026Q1: 2,775 shares; 2026Q2: 2,772 shares; 2026Q3: 2,794 shares 2,794 $991K 0.1% +22 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,727 shares; 2025Q1: 5,731 shares; 2025Q2: 5,736 shares; 2025Q3: 5,740 shares; 2025Q4: 5,745 shares; 2026Q1: 4,884 shares; 2026Q2: 4,888 shares; 2026Q3: 4,892 shares 4,892 $948K 0.09% +4 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 74,353 shares; 2025Q1: 42,244 shares; 2025Q2: 39,918 shares; 2025Q3: 35,614 shares; 2025Q4: 27,082 shares; 2026Q1: 27,458 shares; 2026Q2: 4,997 shares; 2026Q3: 4,871 shares 4,871 $911K 0.09% -126 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,074 shares; 2025Q1: 11,951 shares; 2025Q2: 11,928 shares; 2025Q3: 11,957 shares; 2025Q4: 11,946 shares; 2026Q1: 11,895 shares; 2026Q2: 11,880 shares; 2026Q3: 11,907 shares 11,907 $898K 0.09% +27 Timeline WTIP WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,244 shares; 2026Q2: 19,542 shares; 2026Q3: 22,573 shares 22,573 $836K 0.08% +3,031 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,067 shares; 2025Q1: 6,176 shares; 2025Q2: 6,905 shares; 2025Q3: 7,145 shares; 2025Q4: 1,337 shares; 2026Q1: 1,156 shares; 2026Q2: 1,065 shares; 2026Q3: 1,139 shares 1,139 $826K 0.08% +74 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; 2024Q4: not reported; 2025Q1: 88,045 shares; 2025Q2: 89,549 shares; 2025Q3: 89,697 shares; 2025Q4: 91,059 shares; 2026Q1: 92,075 shares; 2026Q2: 93,115 shares; 2026Q3: 5,619 shares 5,619 $825K 0.08% -87,496 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,860 shares; 2025Q1: 1,841 shares; 2025Q2: 1,846 shares; 2025Q3: 1,875 shares; 2025Q4: 2,057 shares; 2026Q1: 2,121 shares; 2026Q2: 2,219 shares; 2026Q3: 2,253 shares 2,253 $810K 0.08% +34 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,112 shares; 2025Q1: 1,117 shares; 2025Q2: 1,077 shares; 2025Q3: 1,109 shares; 2025Q4: 1,129 shares; 2026Q1: 1,137 shares; 2026Q2: 1,126 shares; 2026Q3: 1,133 shares 1,133 $794K 0.08% +7 Timeline BKGI BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 238,154 shares; 2025Q3: 249,815 shares; 2025Q4: 263,394 shares; 2026Q1: 264,809 shares; 2026Q2: 33,161 shares; 2026Q3: 18,200 shares 18,200 $763K 0.08% -14,961 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 57,678 shares; 2025Q1: 56,955 shares; 2025Q2: 2,556 shares; 2025Q3: 3,524 shares; 2025Q4: 3,504 shares; 2026Q1: 3,908 shares; 2026Q2: 3,908 shares; 2026Q3: 3,908 shares 3,908 $728K 0.07% 0 Timeline CSHI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 14,313 shares 14,313 $712K 0.07% new Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,452 shares; 2025Q1: 2,466 shares; 2025Q2: 2,481 shares; 2025Q3: 2,496 shares; 2025Q4: 2,513 shares; 2026Q1: 2,524 shares; 2026Q2: 2,536 shares; 2026Q3: 2,552 shares 2,552 $690K 0.07% +16 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,957 shares; 2025Q1: 19,711 shares; 2025Q2: 29,195 shares; 2025Q3: 29,301 shares; 2025Q4: 29,508 shares; 2026Q1: 29,611 shares; 2026Q2: 28,978 shares; 2026Q3: 29,161 shares 29,161 $684K 0.07% +183 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 106,397 shares; 2025Q1: 6,367 shares; 2025Q2: 6,092 shares; 2025Q3: 5,971 shares; 2025Q4: 5,436 shares; 2026Q1: 4,677 shares; 2026Q2: 4,668 shares; 2026Q3: 4,644 shares 4,644 $632K 0.06% -24 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,037 shares; 2025Q1: 2,038 shares; 2025Q2: 2,038 shares; 2025Q3: 1,136 shares; 2025Q4: 1,142 shares; 2026Q1: 1,217 shares; 2026Q2: 4,983 shares; 2026Q3: 4,985 shares 4,985 $624K 0.06% +2 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,187 shares; 2025Q1: 6,087 shares; 2025Q2: 6,113 shares; 2025Q3: 5,742 shares; 2025Q4: 5,635 shares; 2026Q1: 5,713 shares; 2026Q2: 4,594 shares; 2026Q3: 4,608 shares 4,608 $610K 0.06% +14 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 986 shares; 2025Q1: 1,104 shares; 2025Q2: 1,130 shares; 2025Q3: 1,111 shares; 2025Q4: 1,174 shares; 2026Q1: 1,209 shares; 2026Q2: 1,159 shares; 2026Q3: 1,194 shares 1,194 $595K 0.06% +35 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,829 shares; 2025Q1: 4,835 shares; 2025Q2: 4,840 shares; 2025Q3: 4,678 shares; 2025Q4: 4,146 shares; 2026Q1: 4,149 shares; 2026Q2: 4,153 shares; 2026Q3: 4,157 shares 4,157 $591K 0.06% +4 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,099 shares; 2025Q3: 30,603 shares; 2025Q4: 38,296 shares; 2026Q1: 19,685 shares; 2026Q2: 19,428 shares; 2026Q3: 19,732 shares 19,732 $569K 0.06% +304 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 313,227 shares; 2025Q1: 7,613 shares; 2025Q2: 7,619 shares; 2025Q3: 7,076 shares; 2025Q4: 7,083 shares; 2026Q1: 5,641 shares; 2026Q2: 5,523 shares; 2026Q3: 5,438 shares 5,438 $513K 0.05% -85 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,350 shares; 2025Q1: 3,367 shares; 2025Q2: 3,395 shares; 2025Q3: 3,421 shares; 2025Q4: 3,133 shares; 2026Q1: 3,154 shares; 2026Q2: 3,176 shares; 2026Q3: 3,173 shares 3,173 $482K 0.05% -3 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 932 shares; 2025Q1: not reported; 2025Q2: 932 shares; 2025Q3: 932 shares; 2025Q4: 935 shares; 2026Q1: 935 shares; 2026Q2: 935 shares; 2026Q3: 781 shares 781 $475K 0.05% -154 Timeline IESC IES HOLDINGS INC More: the full row for IES HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,338 shares; 2025Q1: 1,338 shares; 2025Q2: 1,404 shares; 2025Q3: 739 shares; 2025Q4: 739 shares; 2026Q1: 739 shares; 2026Q2: 739 shares; 2026Q3: 1,478 shares 1,478 $475K 0.05% +739 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 95,754 shares; 2026Q1: 93,009 shares; 2026Q2: 63,882 shares; 2026Q3: 3,280 shares 3,280 $438K 0.04% -60,602 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,094 shares; 2025Q2: 1,110 shares; 2025Q3: 1,135 shares; 2025Q4: 1,213 shares; 2026Q1: 1,248 shares; 2026Q2: 1,355 shares; 2026Q3: 1,379 shares 1,379 $431K 0.04% +24 Timeline RNG RINGCENTRAL INC More: the full row for RINGCENTRAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 161,892 shares; 2026Q3: 5,750 shares 5,750 $430K 0.04% -156,142 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 7,326 shares 7,326 $425K 0.04% new Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,207 shares; 2025Q1: 5,143 shares; 2025Q2: 5,253 shares; 2025Q3: 5,112 shares; 2025Q4: 5,085 shares; 2026Q1: 5,128 shares; 2026Q2: 5,199 shares; 2026Q3: 5,185 shares 5,185 $423K 0.04% -14 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 656 shares; 2025Q1: 652 shares; 2025Q2: 657 shares; 2025Q3: 662 shares; 2025Q4: 5,648 shares; 2026Q1: 6,123 shares; 2026Q2: 5,860 shares; 2026Q3: 6,026 shares 6,026 $419K 0.04% +166 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 909 shares; 2025Q3: 893 shares; 2025Q4: 764 shares; 2026Q1: 764 shares; 2026Q2: 754 shares; 2026Q3: 1,081 shares 1,081 $412K 0.04% +327 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,388 shares; 2025Q3: 7,388 shares; 2025Q4: 7,973 shares; 2026Q1: 8,663 shares; 2026Q2: 8,886 shares; 2026Q3: 7,992 shares 7,992 $393K 0.04% -894 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 9,355 shares 9,355 $386K 0.04% new Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,057 shares; 2025Q1: 5,695 shares; 2025Q2: 5,737 shares; 2025Q3: 5,737 shares; 2025Q4: 5,766 shares; 2026Q1: 4,137 shares; 2026Q2: 4,180 shares; 2026Q3: 4,180 shares 4,180 $381K 0.04% 0 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; 2024Q4: 96,513 shares; 2025Q1: 91,139 shares; 2025Q2: 89,936 shares; 2025Q3: 89,792 shares; 2025Q4: 90,603 shares; 2026Q1: 3,036 shares; 2026Q2: 2,601 shares; 2026Q3: 2,450 shares 2,450 $380K 0.04% -151 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 804 shares; 2025Q1: 805 shares; 2025Q2: 780 shares; 2025Q3: 781 shares; 2025Q4: 783 shares; 2026Q1: 785 shares; 2026Q2: 1,093 shares; 2026Q3: 994 shares 994 $372K 0.04% -99 Timeline FLJP FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,754 shares; 2026Q1: 8,754 shares; 2026Q2: 8,754 shares; 2026Q3: 8,754 shares 8,754 $362K 0.04% 0 Timeline IGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 134,359 shares; 2025Q3: 138,631 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 8,772 shares 8,772 $349K 0.03% new Timeline IHE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 118,692 shares; 2026Q2: 122,642 shares; 2026Q3: 3,461 shares 3,461 $348K 0.03% -119,181 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 637,239 shares; 2026Q1: 333,725 shares; 2026Q2: 11,850 shares; 2026Q3: 13,963 shares 13,963 $347K 0.03% +2,113 Timeline IPKW INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,166 shares; 2025Q3: 5,195 shares; 2025Q4: 5,502 shares; 2026Q1: 6,237 shares; 2026Q2: 6,452 shares; 2026Q3: 5,841 shares 5,841 $346K 0.03% -611 Timeline EUHY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,384 shares; 2025Q3: 6,384 shares; 2025Q4: 6,947 shares; 2026Q1: 7,702 shares; 2026Q2: 7,969 shares; 2026Q3: 6,608 shares 6,608 $345K 0.03% -1,361 Timeline PICB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,227 shares; 2025Q3: 14,341 shares; 2025Q4: 15,249 shares; 2026Q1: 16,928 shares; 2026Q2: 17,487 shares; 2026Q3: 15,336 shares 15,336 $341K 0.03% -2,151 Timeline DWMF WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,561 shares; 2025Q3: 7,605 shares; 2025Q4: 8,035 shares; 2026Q1: 9,244 shares; 2026Q2: 9,714 shares; 2026Q3: 10,258 shares 10,258 $340K 0.03% +544 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 290 shares; 2026Q2: 351 shares; 2026Q3: 358 shares 358 $340K 0.03% +7 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,138 shares; 2025Q1: 13,290 shares; 2025Q2: 13,441 shares; 2025Q3: 13,595 shares; 2025Q4: 13,754 shares; 2026Q1: 13,920 shares; 2026Q2: 14,083 shares; 2026Q3: 14,256 shares 14,256 $336K 0.03% +173 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,525 shares; 2025Q1: 1,528 shares; 2025Q2: 1,536 shares; 2025Q3: 1,540 shares; 2025Q4: 1,545 shares; 2026Q1: 1,345 shares; 2026Q2: 1,248 shares; 2026Q3: 1,209 shares 1,209 $336K 0.03% -39 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 242 shares; 2026Q1: 258 shares; 2026Q2: 273 shares; 2026Q3: 290 shares 290 $336K 0.03% +17 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 2,894 shares; 2025Q2: 3,137 shares; 2025Q3: 3,364 shares; 2025Q4: 3,584 shares; 2026Q1: 3,587 shares; 2026Q2: 3,696 shares; 2026Q3: 3,896 shares 3,896 $335K 0.03% +200 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; 2024Q4: 3,695 shares; 2025Q1: 3,727 shares; 2025Q2: 3,669 shares; 2025Q3: 3,717 shares; 2025Q4: 3,744 shares; 2026Q1: 3,199 shares; 2026Q2: 3,218 shares; 2026Q3: 3,267 shares 3,267 $329K 0.03% +49 Timeline HEZU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 343,616 shares; 2025Q2: 340,147 shares; 2025Q3: 181,357 shares; 2025Q4: 182,293 shares; 2026Q1: 234,524 shares; 2026Q2: 7,331 shares; 2026Q3: 6,780 shares 6,780 $328K 0.03% -551 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,998 shares; 2025Q1: 5,998 shares; 2025Q2: 9,938 shares; 2025Q3: 9,938 shares; 2025Q4: 9,941 shares; 2026Q1: 6,617 shares; 2026Q2: 6,621 shares; 2026Q3: 6,621 shares 6,621 $328K 0.03% 0 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,246 shares 3,246 $327K 0.03% new Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,407 shares; 2026Q3: 1,408 shares 1,408 $326K 0.03% +1 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,420 shares; 2025Q1: 7,905 shares; 2025Q2: 5,861 shares; 2025Q3: 6,175 shares; 2025Q4: 5,751 shares; 2026Q1: 5,725 shares; 2026Q2: 374 shares; 2026Q3: 367 shares 367 $313K 0.03% -7 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 37,184 shares; 2025Q1: 2,991 shares; 2025Q2: 2,918 shares; 2025Q3: 2,721 shares; 2025Q4: 2,513 shares; 2026Q1: 2,518 shares; 2026Q2: 5,044 shares; 2026Q3: 5,053 shares 5,053 $306K 0.03% +9 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,878 shares; 2026Q3: 3,878 shares 3,878 $293K 0.03% 0 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 3,174 shares; 2025Q2: 3,185 shares; 2025Q3: 3,001 shares; 2025Q4: 3,009 shares; 2026Q1: 3,009 shares; 2026Q2: 3,015 shares; 2026Q3: 3,015 shares 3,015 $292K 0.03% 0 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,018 shares; 2025Q1: 1,997 shares; 2025Q2: 2,022 shares; 2025Q3: 1,963 shares; 2025Q4: 1,952 shares; 2026Q1: 1,965 shares; 2026Q2: 1,986 shares; 2026Q3: 1,986 shares 1,986 $290K 0.03% 0 Timeline BIO BIO RAD LABS INC More: the full row for BIO RAD LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 906 shares; 2025Q1: 906 shares; 2025Q2: 906 shares; 2025Q3: 906 shares; 2025Q4: 839 shares; 2026Q1: 839 shares; 2026Q2: 827 shares; 2026Q3: 766 shares 766 $289K 0.03% -61 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 11,932 shares 11,932 $285K 0.03% new Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,581 shares; 2025Q1: 3,587 shares; 2025Q2: 3,592 shares; 2025Q3: 3,596 shares; 2025Q4: 2,893 shares; 2026Q1: 2,289 shares; 2026Q2: 2,292 shares; 2026Q3: 2,294 shares 2,294 $282K 0.03% +2 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 212 shares; 2026Q2: 383 shares; 2026Q3: 307 shares 307 $279K 0.03% -76 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,454 shares; 2026Q2: 1,454 shares; 2026Q3: 1,455 shares 1,455 $276K 0.03% +1 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,119 shares; 2025Q1: 1,120 shares; 2025Q2: 1,121 shares; 2025Q3: 1,104 shares; 2025Q4: 1,105 shares; 2026Q1: 1,106 shares; 2026Q2: 1,107 shares; 2026Q3: 1,109 shares 1,109 $275K 0.03% +2 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 247,026 shares; 2026Q3: 3,907 shares 3,907 $271K 0.03% -243,119 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,074 shares; 2025Q1: 2,085 shares; 2025Q2: 28,992 shares; 2025Q3: 29,467 shares; 2025Q4: 27,175 shares; 2026Q1: 27,555 shares; 2026Q2: 42,747 shares; 2026Q3: 2,157 shares 2,157 $263K 0.03% -40,590 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,106 shares; 2026Q3: 5,210 shares 5,210 $263K 0.03% -4,896 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,123 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,615 shares; 2026Q3: 2,428 shares 2,428 $261K 0.03% -187 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,759 shares; 2025Q1: 23,123 shares; 2025Q2: 23,085 shares; 2025Q3: 23,004 shares; 2025Q4: 22,321 shares; 2026Q1: 23,134 shares; 2026Q2: 1,029 shares; 2026Q3: 851 shares 851 $259K 0.03% -178 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,151 shares; 2025Q1: 7,842 shares; 2025Q2: 7,954 shares; 2025Q3: 5,248 shares; 2025Q4: 6,265 shares; 2026Q1: 6,260 shares; 2026Q2: 5,799 shares; 2026Q3: 4,665 shares 4,665 $254K 0.03% -1,134 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,744 shares; 2025Q3: 4,764 shares; 2025Q4: 4,548 shares; 2026Q1: 5,152 shares; 2026Q2: 5,298 shares; 2026Q3: 3,499 shares 3,499 $247K 0.02% -1,799 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 850 shares; 2026Q3: 925 shares 925 $245K 0.02% +75 Timeline VMO INVESCO MUN OPPORTUNIT TR More: the full row for INVESCO MUN OPPORTUNIT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,383 shares; 2025Q1: 25,878 shares; 2025Q2: 26,410 shares; 2025Q3: 26,949 shares; 2025Q4: 27,479 shares; 2026Q1: 28,016 shares; 2026Q2: 28,558 shares; 2026Q3: 29,145 shares 29,145 $243K 0.02% +587 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,549 shares; 2026Q2: not reported; 2026Q3: 2,549 shares 2,549 $242K 0.02% new Timeline IVVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 6,508 shares; 2025Q2: 10,312 shares; 2025Q3: 16,335 shares; 2025Q4: 20,081 shares; 2026Q1: 12,694 shares; 2026Q2: 12,595 shares; 2026Q3: 5,285 shares 5,285 $240K 0.02% -7,310 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,972 shares; 2025Q1: 21,549 shares; 2025Q2: 18,561 shares; 2025Q3: 18,910 shares; 2025Q4: 19,154 shares; 2026Q1: 19,560 shares; 2026Q2: 2,603 shares; 2026Q3: 2,243 shares 2,243 $233K 0.02% -360 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,118 shares; 2026Q2: 7,118 shares; 2026Q3: 7,118 shares 7,118 $232K 0.02% 0 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,888 shares; 2025Q1: not reported; 2025Q2: 7,891 shares; 2025Q3: 7,893 shares; 2025Q4: 7,894 shares; 2026Q1: 7,896 shares; 2026Q2: 7,896 shares; 2026Q3: 6,336 shares 6,336 $228K 0.02% -1,560 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,412 shares; 2025Q1: 6,441 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 264 shares; 2026Q3: 280 shares 280 $227K 0.02% +16 Timeline OIA INVESCO MUNI INCOME OPP TRST More: the full row for INVESCO MUNI INCOME OPP TRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 38,618 shares; 2025Q1: 38,851 shares; 2025Q2: 39,103 shares; 2025Q3: 39,360 shares; 2025Q4: 38,720 shares; 2026Q1: 38,964 shares; 2026Q2: 39,214 shares; 2026Q3: 39,480 shares 39,480 $226K 0.02% +266 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,832 shares; 2025Q3: 3,677 shares; 2025Q4: 3,668 shares; 2026Q1: not reported; 2026Q2: 3,114 shares; 2026Q3: 3,118 shares 3,118 $212K 0.02% +4 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 299,831 shares; 2025Q1: 365,615 shares; 2025Q2: 11,684 shares; 2025Q3: 11,650 shares; 2025Q4: 6,836 shares; 2026Q1: 6,122 shares; 2026Q2: 4,279 shares; 2026Q3: 4,124 shares 4,124 $208K 0.02% -155 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,096 shares; 2025Q1: 1,097 shares; 2025Q2: 1,097 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,260 shares 2,260 $204K 0.02% 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; 2024Q4: 12,116 shares; 2025Q1: 12,323 shares; 2025Q2: 1,423 shares; 2025Q3: 1,385 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 820 shares; 2026Q3: 714 shares 714 $200K 0.02% -106 Timeline RELL RICHARDSON ELECTRS LTD More: the full row for RICHARDSON ELECTRS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares; 2026Q3: 10,000 shares 10,000 $177K 0.02% 0 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,774 shares; 2025Q1: 12,937 shares; 2025Q2: 13,286 shares; 2025Q3: 13,465 shares; 2025Q4: 13,785 shares; 2026Q1: 13,946 shares; 2026Q2: 11,746 shares; 2026Q3: 11,889 shares 11,889 $118K 0.01% +143 Timeline