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: 1,033,135 shares; 2024Q4: 993,102 shares; 2025Q1: 1,032,923 shares; 2025Q2: 899,764 shares; 2025Q3: 919,539 shares; 2025Q4: 983,305 shares; 2026Q1: 969,562 shares; 2026Q2: 961,927 shares 961,927 $84.5M 8% -7,635 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: 124,946 shares; 2024Q4: 131,316 shares; 2025Q1: 118,279 shares; 2025Q2: 120,393 shares; 2025Q3: 122,787 shares; 2025Q4: 246,816 shares; 2026Q1: 236,731 shares; 2026Q2: 256,928 shares 256,928 $48.9M 4.64% +20,197 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 123,590 shares; 2024Q4: 133,621 shares; 2025Q1: 265,427 shares; 2025Q2: 394,303 shares; 2025Q3: 469,554 shares; 2025Q4: 483,298 shares; 2026Q1: 497,887 shares; 2026Q2: 497,158 shares 497,158 $47.5M 4.5% -729 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 204,363 shares; 2024Q4: 654,494 shares; 2025Q1: 666,996 shares; 2025Q2: 657,211 shares; 2025Q3: 673,748 shares; 2025Q4: 714,720 shares; 2026Q1: 729,351 shares; 2026Q2: 742,478 shares 742,478 $39.7M 3.76% +13,127 Timeline QGRO AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,240 shares; 2024Q4: 73,145 shares; 2025Q1: 176,626 shares; 2025Q2: 283,102 shares; 2025Q3: 289,633 shares; 2025Q4: 301,347 shares; 2026Q1: 313,720 shares; 2026Q2: 316,840 shares 316,840 $37.4M 3.54% +3,120 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: 87,527 shares; 2024Q4: 75,254 shares; 2025Q1: 76,723 shares; 2025Q2: 83,232 shares; 2025Q3: 90,353 shares; 2025Q4: 90,944 shares; 2026Q1: 64,461 shares; 2026Q2: 100,661 shares 100,661 $37.1M 3.51% +36,200 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,299,124 shares 1,299,124 $34M 3.22% new 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: 309,981 shares; 2024Q4: 445,108 shares; 2025Q1: 504,969 shares; 2025Q2: 851,078 shares; 2025Q3: 878,178 shares; 2025Q4: 948,671 shares; 2026Q1: 1,118,489 shares; 2026Q2: 1,150,669 shares 1,150,669 $30.5M 2.89% +32,180 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: 85,710 shares; 2024Q4: 79,775 shares; 2025Q1: 59,699 shares; 2025Q2: 61,209 shares; 2025Q3: 68,718 shares; 2025Q4: 73,841 shares; 2026Q1: 69,034 shares; 2026Q2: 67,949 shares 67,949 $19.7M 1.86% -1,085 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 46,376 shares; 2025Q2: 209,380 shares; 2025Q3: 230,049 shares; 2025Q4: 264,161 shares; 2026Q1: 302,785 shares; 2026Q2: 312,897 shares 312,897 $15.5M 1.47% +10,112 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: 73,016 shares; 2024Q4: 63,174 shares; 2025Q1: 63,313 shares; 2025Q2: 64,401 shares; 2025Q3: 73,417 shares; 2025Q4: 84,776 shares; 2026Q1: 76,775 shares; 2026Q2: 75,445 shares 75,445 $15.1M 1.43% -1,330 Timeline PCEF 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: 64,416 shares; 2024Q4: 60,550 shares; 2025Q1: 139,342 shares; 2025Q2: 470,852 shares; 2025Q3: 528,169 shares; 2025Q4: 583,845 shares; 2026Q1: 634,584 shares; 2026Q2: 666,589 shares 666,589 $13.5M 1.28% +32,005 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 199,686 shares; 2025Q4: 254,046 shares; 2026Q1: 265,065 shares; 2026Q2: 260,405 shares 260,405 $13.1M 1.24% -4,660 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,051 shares; 2024Q4: 31,926 shares; 2025Q1: 53,557 shares; 2025Q2: 49,066 shares; 2025Q3: 47,679 shares; 2025Q4: 43,941 shares; 2026Q1: 71,705 shares; 2026Q2: 67,543 shares 67,543 $12.5M 1.18% -4,162 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,058 shares; 2024Q4: 71,722 shares; 2025Q1: 44,884 shares; 2025Q2: 57,568 shares; 2025Q3: 34,975 shares; 2025Q4: 61,794 shares; 2026Q1: 35,399 shares; 2026Q2: 70,388 shares 70,388 $11.2M 1.06% +34,989 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,193 shares; 2024Q4: 40,560 shares; 2025Q1: 68,749 shares; 2025Q2: 75,245 shares; 2025Q3: 73,965 shares; 2025Q4: 133,062 shares; 2026Q1: 31,221 shares; 2026Q2: 82,224 shares 82,224 $9.64M 0.91% +51,003 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,017 shares; 2025Q2: 123,870 shares; 2025Q3: 179,966 shares; 2025Q4: 224,506 shares; 2026Q1: 244,922 shares; 2026Q2: 264,007 shares 264,007 $9.3M 0.88% +19,085 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,003 shares; 2025Q2: 4,045 shares; 2025Q3: 4,089 shares; 2025Q4: 15,609 shares; 2026Q1: 118,624 shares; 2026Q2: 179,161 shares 179,161 $8.93M 0.85% +60,537 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: 8,065 shares; 2024Q4: 8,986 shares; 2025Q1: 9,612 shares; 2025Q2: 12,159 shares; 2025Q3: 15,720 shares; 2025Q4: 15,856 shares; 2026Q1: 13,181 shares; 2026Q2: 11,773 shares 11,773 $8.79M 0.83% -1,408 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: 95,857 shares; 2024Q4: 67,622 shares; 2025Q1: 70,655 shares; 2025Q2: 70,679 shares; 2025Q3: 68,218 shares; 2025Q4: 70,569 shares; 2026Q1: 66,887 shares; 2026Q2: 63,965 shares 63,965 $8.75M 0.83% -2,922 Timeline RLY SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,938 shares; 2024Q4: 179,218 shares; 2025Q1: 44,508 shares; 2025Q2: 118,354 shares; 2025Q3: 118,456 shares; 2025Q4: 50,646 shares; 2026Q1: 38,273 shares; 2026Q2: 251,691 shares 251,691 $8.69M 0.82% +213,418 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: 5,414 shares; 2024Q4: 5,782 shares; 2025Q1: 11,426 shares; 2025Q2: 11,349 shares; 2025Q3: 11,246 shares; 2025Q4: 11,171 shares; 2026Q1: 11,401 shares; 2026Q2: 11,017 shares 11,017 $8.25M 0.78% -384 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,480 shares; 2024Q4: 161,907 shares; 2025Q1: 150,950 shares; 2025Q2: 150,467 shares; 2025Q3: 185,002 shares; 2025Q4: 248,518 shares; 2026Q1: 252,289 shares; 2026Q2: 247,303 shares 247,303 $7.84M 0.74% -4,986 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: 15,072 shares; 2024Q4: 14,309 shares; 2025Q1: 13,915 shares; 2025Q2: 23,745 shares; 2025Q3: 23,671 shares; 2025Q4: 24,426 shares; 2026Q1: 21,812 shares; 2026Q2: 20,748 shares 20,748 $7.84M 0.74% -1,064 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 97,942 shares; 2024Q4: 103,215 shares; 2025Q1: 91,954 shares; 2025Q2: 50,175 shares; 2025Q3: 53,447 shares; 2025Q4: 133,380 shares; 2026Q1: 99,839 shares; 2026Q2: 142,995 shares 142,995 $7.67M 0.73% +43,156 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: 18,096 shares; 2024Q4: 17,139 shares; 2025Q1: 17,180 shares; 2025Q2: 17,825 shares; 2025Q3: 18,913 shares; 2025Q4: 19,411 shares; 2026Q1: 19,805 shares; 2026Q2: 20,153 shares 20,153 $7.52M 0.71% +348 Timeline BSJR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 273,911 shares; 2025Q2: 289,685 shares; 2025Q3: 311,162 shares; 2025Q4: 317,535 shares; 2026Q1: 350,571 shares; 2026Q2: 309,958 shares 309,958 $6.93M 0.66% -40,613 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: 27,336 shares; 2024Q4: 24,023 shares; 2025Q1: 23,491 shares; 2025Q2: 23,967 shares; 2025Q3: 30,163 shares; 2025Q4: 29,954 shares; 2026Q1: 28,912 shares; 2026Q2: 28,490 shares 28,490 $6.79M 0.64% -422 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 46,422 shares; 2025Q1: 47,438 shares; 2025Q2: 47,017 shares; 2025Q3: 46,297 shares; 2025Q4: 44,022 shares; 2026Q1: 49,521 shares; 2026Q2: 52,268 shares 52,268 $6.68M 0.63% +2,747 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: 17,483 shares; 2024Q4: 15,857 shares; 2025Q1: 15,814 shares; 2025Q2: 15,421 shares; 2025Q3: 16,636 shares; 2025Q4: 19,478 shares; 2026Q1: 20,620 shares; 2026Q2: 17,593 shares 17,593 $6.51M 0.62% -3,027 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 98,796 shares; 2025Q4: 102,568 shares; 2026Q1: 108,262 shares; 2026Q2: 102,582 shares 102,582 $6.38M 0.6% -5,680 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: 76,736 shares; 2024Q4: 88,040 shares; 2025Q1: 85,446 shares; 2025Q2: 66,231 shares; 2025Q3: 28,896 shares; 2025Q4: 18,268 shares; 2026Q1: 105,548 shares; 2026Q2: 111,071 shares 111,071 $6.27M 0.59% +5,523 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,018 shares; 2025Q1: 12,270 shares; 2025Q2: 12,174 shares; 2025Q3: 11,944 shares; 2025Q4: 11,429 shares; 2026Q1: 11,951 shares; 2026Q2: 50,390 shares 50,390 $6.26M 0.59% +38,439 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: 37,091 shares; 2024Q4: 35,802 shares; 2025Q1: 67,052 shares; 2025Q2: 52,015 shares; 2025Q3: 100,013 shares; 2025Q4: 98,457 shares; 2026Q1: 808,670 shares; 2026Q2: 118,323 shares 118,323 $5.98M 0.57% -690,347 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,194 shares; 2025Q2: 40,813 shares; 2025Q3: 61,739 shares; 2025Q4: 87,352 shares; 2026Q1: 112,665 shares; 2026Q2: 130,029 shares 130,029 $5.92M 0.56% +17,364 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: 3,275 shares; 2024Q4: 3,724 shares; 2025Q1: 3,669 shares; 2025Q2: 4,027 shares; 2025Q3: 7,786 shares; 2025Q4: 6,800 shares; 2026Q1: 7,683 shares; 2026Q2: 7,964 shares 7,964 $5.47M 0.52% +281 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,498 shares; 2025Q4: 15,054 shares; 2026Q1: 28,692 shares; 2026Q2: 40,370 shares 40,370 $5.04M 0.48% +11,678 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: 21,939 shares; 2024Q4: 21,951 shares; 2025Q1: 20,263 shares; 2025Q2: 20,726 shares; 2025Q3: 22,307 shares; 2025Q4: 20,885 shares; 2026Q1: 20,699 shares; 2026Q2: 19,859 shares 19,859 $5M 0.47% -840 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: 358,408 shares; 2024Q4: 354,550 shares; 2025Q1: 341,963 shares; 2025Q2: 364,295 shares; 2025Q3: 377,974 shares; 2025Q4: 387,793 shares; 2026Q1: 415,255 shares; 2026Q2: 426,913 shares 426,913 $4.92M 0.47% +11,658 Timeline INCM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,842 shares; 2025Q2: 58,980 shares; 2025Q3: 93,618 shares; 2025Q4: 121,186 shares; 2026Q1: 135,591 shares; 2026Q2: 160,362 shares 160,362 $4.63M 0.44% +24,771 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: 15,234 shares; 2024Q4: 13,968 shares; 2025Q1: 13,289 shares; 2025Q2: 12,035 shares; 2025Q3: 12,490 shares; 2025Q4: 12,138 shares; 2026Q1: 11,901 shares; 2026Q2: 11,097 shares 11,097 $4.54M 0.43% -804 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,404 shares; 2024Q4: 40,282 shares; 2025Q1: 40,640 shares; 2025Q2: 41,685 shares; 2025Q3: 44,070 shares; 2025Q4: 45,088 shares; 2026Q1: 56,403 shares; 2026Q2: 58,809 shares 58,809 $4.48M 0.42% +2,406 Timeline CFO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,664 shares; 2024Q4: 58,672 shares; 2025Q1: 60,915 shares; 2025Q2: 59,404 shares; 2025Q3: 60,335 shares; 2025Q4: 58,008 shares; 2026Q1: 55,875 shares; 2026Q2: 55,340 shares 55,340 $4.43M 0.42% -535 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,174 shares; 2024Q4: 18,432 shares; 2025Q1: 83,781 shares; 2025Q2: 10,392 shares; 2025Q3: 24,894 shares; 2025Q4: 80,525 shares; 2026Q1: 25,742 shares; 2026Q2: 93,665 shares 93,665 $4.25M 0.4% +67,923 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: 26,199 shares; 2024Q4: 25,094 shares; 2025Q1: 25,522 shares; 2025Q2: 25,486 shares; 2025Q3: 30,952 shares; 2025Q4: 28,839 shares; 2026Q1: 27,303 shares; 2026Q2: 25,322 shares 25,322 $4.2M 0.4% -1,981 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: 21,096 shares; 2024Q4: 20,580 shares; 2025Q1: 28,324 shares; 2025Q2: 20,727 shares; 2025Q3: 18,930 shares; 2025Q4: 18,452 shares; 2026Q1: 18,149 shares; 2026Q2: 27,914 shares 27,914 $4.14M 0.39% +9,765 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 103,774 shares; 2026Q2: 105,350 shares 105,350 $4.06M 0.38% +1,576 Timeline BSJS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 55,610 shares; 2026Q2: 184,340 shares 184,340 $4.01M 0.38% +128,730 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,029 shares; 2025Q4: 7,562 shares; 2026Q1: 10,364 shares; 2026Q2: 16,367 shares 16,367 $3.97M 0.38% +6,003 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,608 shares; 2024Q4: 69,030 shares; 2025Q1: 62,140 shares; 2025Q2: 41,125 shares; 2025Q3: 42,750 shares; 2025Q4: 41,855 shares; 2026Q1: 41,600 shares; 2026Q2: 39,789 shares 39,789 $3.84M 0.36% -1,811 Timeline XSHQ 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: 65,749 shares; 2024Q4: 71,113 shares; 2025Q1: 82,500 shares; 2025Q2: 84,543 shares; 2025Q3: 80,535 shares; 2025Q4: 81,995 shares; 2026Q1: 81,711 shares; 2026Q2: 78,730 shares 78,730 $3.81M 0.36% -2,981 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: 8,180 shares; 2024Q4: 8,388 shares; 2025Q1: 8,844 shares; 2025Q2: 12,694 shares; 2025Q3: 12,571 shares; 2025Q4: 12,351 shares; 2026Q1: 10,776 shares; 2026Q2: 10,633 shares 10,633 $3.8M 0.36% -143 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: 83,702 shares; 2024Q4: 16,660 shares; 2025Q1: 7,594 shares; 2025Q2: 17,829 shares; 2025Q3: 18,427 shares; 2025Q4: 13,676 shares; 2026Q1: 69,725 shares; 2026Q2: 45,657 shares 45,657 $3.75M 0.35% -24,068 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: 16,850 shares; 2026Q1: 37,199 shares; 2026Q2: 39,280 shares 39,280 $3.71M 0.35% +2,081 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 171,921 shares; 2024Q4: 494,729 shares; 2025Q1: 155,159 shares; 2025Q2: 131,441 shares; 2025Q3: 128,399 shares; 2025Q4: 125,542 shares; 2026Q1: 125,345 shares; 2026Q2: 127,412 shares 127,412 $3.69M 0.35% +2,067 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: 2,569 shares; 2024Q4: 1,916 shares; 2025Q1: 1,828 shares; 2025Q2: 1,757 shares; 2025Q3: 4,893 shares; 2025Q4: 4,802 shares; 2026Q1: 4,903 shares; 2026Q2: 4,909 shares 4,909 $3.61M 0.34% +6 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,286 shares; 2024Q4: 36,667 shares; 2025Q1: 59,530 shares; 2025Q2: 55,692 shares; 2025Q3: 56,300 shares; 2025Q4: 64,176 shares; 2026Q1: 50,577 shares; 2026Q2: 46,423 shares 46,423 $3.58M 0.34% -4,154 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,348 shares; 2024Q4: 18,612 shares; 2025Q1: 31,748 shares; 2025Q2: 34,968 shares; 2025Q3: 36,960 shares; 2025Q4: 37,117 shares; 2026Q1: 38,874 shares; 2026Q2: 40,154 shares 40,154 $3.53M 0.33% +1,280 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,985 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 54,645 shares; 2025Q4: 55,176 shares; 2026Q1: 47,492 shares; 2026Q2: 44,632 shares 44,632 $3.53M 0.33% -2,860 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 63,926 shares; 2025Q1: 67,794 shares; 2025Q2: 61,551 shares; 2025Q3: 67,139 shares; 2025Q4: 69,196 shares; 2026Q1: 71,665 shares; 2026Q2: 68,398 shares 68,398 $3.46M 0.33% -3,267 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: 1,922 shares; 2025Q4: 2,130 shares; 2026Q1: 2,480 shares; 2026Q2: 2,955 shares 2,955 $3.41M 0.32% +475 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,676 shares; 2024Q4: 34,235 shares; 2025Q1: 33,958 shares; 2025Q2: 39,246 shares; 2025Q3: 42,945 shares; 2025Q4: 43,572 shares; 2026Q1: 52,752 shares; 2026Q2: 49,039 shares 49,039 $3.41M 0.32% -3,713 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,992 shares; 2025Q2: 22,564 shares; 2025Q3: 32,910 shares; 2025Q4: 42,989 shares; 2026Q1: 49,295 shares; 2026Q2: 57,245 shares 57,245 $3.31M 0.31% +7,950 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: 70,907 shares; 2025Q4: 69,437 shares; 2026Q1: 73,621 shares; 2026Q2: 76,130 shares 76,130 $3.3M 0.31% +2,509 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,228 shares; 2024Q4: 37,756 shares; 2025Q1: 50,283 shares; 2025Q2: 53,961 shares; 2025Q3: 52,335 shares; 2025Q4: 53,928 shares; 2026Q1: 56,750 shares; 2026Q2: 58,110 shares 58,110 $3.28M 0.31% +1,360 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: 16,957 shares; 2024Q4: 16,636 shares; 2025Q1: 16,824 shares; 2025Q2: 7,511 shares; 2025Q3: 6,943 shares; 2025Q4: 25,789 shares; 2026Q1: 29,878 shares; 2026Q2: 32,194 shares 32,194 $3.24M 0.31% +2,316 Timeline MUNI 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: 16,240 shares; 2025Q2: 48,663 shares; 2025Q3: 57,819 shares; 2025Q4: 60,971 shares; 2026Q1: 64,894 shares; 2026Q2: 61,085 shares 61,085 $3.21M 0.3% -3,809 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,021 shares; 2024Q4: 54,043 shares; 2025Q1: 49,689 shares; 2025Q2: 48,786 shares; 2025Q3: 50,835 shares; 2025Q4: 52,547 shares; 2026Q1: 51,592 shares; 2026Q2: 51,434 shares 51,434 $3.19M 0.3% -158 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,177 shares; 2025Q2: 33,023 shares; 2025Q3: 39,896 shares; 2025Q4: 45,775 shares; 2026Q1: 50,118 shares; 2026Q2: 114,751 shares 114,751 $3.15M 0.3% +64,633 Timeline EMGF 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: 4,362 shares; 2025Q2: 20,036 shares; 2025Q3: 30,076 shares; 2025Q4: 37,357 shares; 2026Q1: 41,104 shares; 2026Q2: 42,829 shares 42,829 $3.14M 0.3% +1,725 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,177 shares; 2024Q4: 24,256 shares; 2025Q1: 24,021 shares; 2025Q2: 25,083 shares; 2025Q3: 25,373 shares; 2025Q4: 24,978 shares; 2026Q1: 18,668 shares; 2026Q2: 28,845 shares 28,845 $3.09M 0.29% +10,177 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: not reported; 2024Q4: 15,927 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,490 shares; 2025Q4: 48,853 shares; 2026Q1: 46,030 shares; 2026Q2: 45,239 shares 45,239 $3.06M 0.29% -791 Timeline ISCF 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: 6,037 shares; 2025Q2: 27,728 shares; 2025Q3: 43,172 shares; 2025Q4: 55,252 shares; 2026Q1: 61,363 shares; 2026Q2: 69,266 shares 69,266 $3M 0.28% +7,903 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: 84,718 shares; 2024Q4: 77,524 shares; 2025Q1: 84,067 shares; 2025Q2: 74,711 shares; 2025Q3: 67,636 shares; 2025Q4: 64,602 shares; 2026Q1: 59,511 shares; 2026Q2: 55,263 shares 55,263 $3M 0.28% -4,248 Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 270,650 shares; 2024Q4: 236,245 shares; 2025Q1: 242,568 shares; 2025Q2: 236,040 shares; 2025Q3: 231,027 shares; 2025Q4: 201,095 shares; 2026Q1: 173,100 shares; 2026Q2: 127,965 shares 127,965 $2.94M 0.28% -45,135 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: 6,252 shares; 2024Q4: 6,288 shares; 2025Q1: 5,927 shares; 2025Q2: 6,354 shares; 2025Q3: 8,526 shares; 2025Q4: 8,419 shares; 2026Q1: 8,781 shares; 2026Q2: 8,229 shares 8,229 $2.91M 0.28% -552 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 101,007 shares; 2024Q4: 96,701 shares; 2025Q1: 36,195 shares; 2025Q2: 32,184 shares; 2025Q3: 31,635 shares; 2025Q4: 31,969 shares; 2026Q1: 31,895 shares; 2026Q2: 31,896 shares 31,896 $2.87M 0.27% +1 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,294 shares; 2024Q4: 4,767 shares; 2025Q1: 5,515 shares; 2025Q2: 6,560 shares; 2025Q3: 5,543 shares; 2025Q4: 5,236 shares; 2026Q1: 4,725 shares; 2026Q2: 5,630 shares 5,630 $2.82M 0.27% +905 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: 7,513 shares; 2024Q4: 7,102 shares; 2025Q1: 25,811 shares; 2025Q2: 24,990 shares; 2025Q3: 25,169 shares; 2025Q4: 25,540 shares; 2026Q1: 26,044 shares; 2026Q2: 26,254 shares 26,254 $2.73M 0.26% +210 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,512 shares; 2024Q4: 1,242 shares; 2025Q1: 1,203 shares; 2025Q2: 1,153 shares; 2025Q3: 1,172 shares; 2025Q4: 1,793 shares; 2026Q1: 1,968 shares; 2026Q2: 2,244 shares 2,244 $2.69M 0.25% +276 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: 8,952 shares; 2024Q4: 18,661 shares; 2025Q1: 36,186 shares; 2025Q2: 26,132 shares; 2025Q3: 29,077 shares; 2025Q4: 21,000 shares; 2026Q1: 20,576 shares; 2026Q2: 22,544 shares 22,544 $2.68M 0.25% +1,968 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: 16,843 shares; 2024Q4: 14,881 shares; 2025Q1: 18,963 shares; 2025Q2: 16,101 shares; 2025Q3: 16,951 shares; 2025Q4: 14,427 shares; 2026Q1: 12,294 shares; 2026Q2: 10,446 shares 10,446 $2.65M 0.25% -1,848 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,483 shares; 2025Q4: 27,630 shares; 2026Q1: 27,452 shares; 2026Q2: 26,835 shares 26,835 $2.55M 0.24% -617 Timeline DXPE DXP ENTERPRISES INC More: the full row for DXP ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,519 shares; 2025Q4: 15,240 shares; 2026Q1: 14,965 shares; 2026Q2: 14,965 shares 14,965 $2.53M 0.24% 0 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: 7,555 shares; 2024Q4: 7,339 shares; 2025Q1: 7,307 shares; 2025Q2: 6,851 shares; 2025Q3: 7,673 shares; 2025Q4: 7,880 shares; 2026Q1: 7,297 shares; 2026Q2: 7,463 shares 7,463 $2.44M 0.23% +166 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: 69,877 shares; 2024Q4: 58,799 shares; 2025Q1: 63,868 shares; 2025Q2: 58,846 shares; 2025Q3: 61,117 shares; 2025Q4: 58,328 shares; 2026Q1: 57,034 shares; 2026Q2: 56,681 shares 56,681 $2.4M 0.23% -353 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: 27,466 shares; 2024Q4: 25,996 shares; 2025Q1: 27,391 shares; 2025Q2: 27,903 shares; 2025Q3: 28,010 shares; 2025Q4: 27,775 shares; 2026Q1: 27,538 shares; 2026Q2: 29,284 shares 29,284 $2.37M 0.22% +1,746 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,976 shares; 2025Q4: 17,962 shares; 2026Q1: 16,929 shares; 2026Q2: 17,282 shares 17,282 $2.3M 0.22% +353 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: 37,791 shares; 2024Q4: 30,246 shares; 2025Q1: 29,103 shares; 2025Q2: 27,925 shares; 2025Q3: 27,840 shares; 2025Q4: 26,406 shares; 2026Q1: 25,371 shares; 2026Q2: 24,452 shares 24,452 $2.3M 0.22% -919 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: 2,810 shares; 2024Q4: 3,039 shares; 2025Q1: 1,794 shares; 2025Q2: 9,501 shares; 2025Q3: 12,825 shares; 2025Q4: 13,624 shares; 2026Q1: 10,044 shares; 2026Q2: 7,153 shares 7,153 $2.17M 0.21% -2,891 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,429 shares; 2024Q4: 63,767 shares; 2025Q1: 64,038 shares; 2025Q2: 71,699 shares; 2025Q3: 72,625 shares; 2025Q4: 64,247 shares; 2026Q1: 61,484 shares; 2026Q2: 58,515 shares 58,515 $2.15M 0.2% -2,969 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: 34,141 shares; 2024Q4: 28,764 shares; 2025Q1: 27,966 shares; 2025Q2: 26,288 shares; 2025Q3: 24,467 shares; 2025Q4: 24,062 shares; 2026Q1: 23,822 shares; 2026Q2: 18,125 shares 18,125 $2.13M 0.2% -5,697 Timeline FIXD 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: 109,395 shares; 2024Q4: 38,831 shares; 2025Q1: 65,661 shares; 2025Q2: 45,700 shares; 2025Q3: 45,061 shares; 2025Q4: 109,294 shares; 2026Q1: 37,610 shares; 2026Q2: 48,325 shares 48,325 $2.11M 0.2% +10,715 Timeline CPAI NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR 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: not reported; 2026Q2: 40,541 shares 40,541 $2.11M 0.2% new Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,202 shares; 2025Q1: 6,202 shares; 2025Q2: 6,202 shares; 2025Q3: 7,279 shares; 2025Q4: 21,559 shares; 2026Q1: 25,532 shares; 2026Q2: 25,400 shares 25,400 $2.06M 0.19% -132 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: 146,861 shares; 2024Q4: 119,301 shares; 2025Q1: 122,238 shares; 2025Q2: 106,893 shares; 2025Q3: 100,802 shares; 2025Q4: 107,340 shares; 2026Q1: 97,075 shares; 2026Q2: 98,819 shares 98,819 $2.05M 0.19% +1,744 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,117 shares; 2024Q4: 34,384 shares; 2025Q1: 45,305 shares; 2025Q2: 46,214 shares; 2025Q3: 43,749 shares; 2025Q4: 42,555 shares; 2026Q1: 41,275 shares; 2026Q2: 33,537 shares 33,537 $2.03M 0.19% -7,738 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: 20,667 shares; 2024Q4: 18,486 shares; 2025Q1: 17,078 shares; 2025Q2: 14,070 shares; 2025Q3: 12,380 shares; 2025Q4: 11,957 shares; 2026Q1: 12,246 shares; 2026Q2: 13,960 shares 13,960 $1.95M 0.18% +1,714 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: 108,530 shares; 2024Q4: 116,139 shares; 2025Q1: 113,180 shares; 2025Q2: 114,549 shares; 2025Q3: 129,420 shares; 2025Q4: 120,128 shares; 2026Q1: 106,214 shares; 2026Q2: 101,462 shares 101,462 $1.94M 0.18% -4,752 Timeline SPTS 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: 68,908 shares; 2025Q4: 72,213 shares; 2026Q1: 67,854 shares; 2026Q2: 64,989 shares 64,989 $1.89M 0.18% -2,865 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: 4,092 shares; 2024Q4: 2,421 shares; 2025Q1: 3,801 shares; 2025Q2: 2,602 shares; 2025Q3: 4,478 shares; 2025Q4: 3,874 shares; 2026Q1: 4,364 shares; 2026Q2: 4,461 shares 4,461 $1.88M 0.18% +97 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 881 shares; 2024Q4: 868 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,967 shares; 2025Q4: 6,781 shares; 2026Q1: 6,040 shares; 2026Q2: 23,257 shares 23,257 $1.87M 0.18% +17,217 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: 8,828 shares; 2024Q4: 5,879 shares; 2025Q1: 3,473 shares; 2025Q2: 3,535 shares; 2025Q3: 3,546 shares; 2025Q4: 5,114 shares; 2026Q1: 3,964 shares; 2026Q2: 21,651 shares 21,651 $1.87M 0.18% +17,687 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: 4,432 shares; 2024Q4: 4,443 shares; 2025Q1: 4,340 shares; 2025Q2: 3,672 shares; 2025Q3: 3,238 shares; 2025Q4: 3,003 shares; 2026Q1: 2,919 shares; 2026Q2: 2,840 shares 2,840 $1.86M 0.18% -79 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,312 shares; 2024Q4: 5,990 shares; 2025Q1: 6,124 shares; 2025Q2: 5,808 shares; 2025Q3: 5,725 shares; 2025Q4: 5,499 shares; 2026Q1: 5,183 shares; 2026Q2: 5,070 shares 5,070 $1.84M 0.17% -113 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: 16,992 shares; 2024Q4: 10,818 shares; 2025Q1: 9,760 shares; 2025Q2: 18,724 shares; 2025Q3: 19,827 shares; 2025Q4: 17,625 shares; 2026Q1: 16,185 shares; 2026Q2: 15,929 shares 15,929 $1.8M 0.17% -256 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,534 shares; 2024Q4: 16,085 shares; 2025Q1: 16,091 shares; 2025Q2: 16,703 shares; 2025Q3: 17,018 shares; 2025Q4: 17,813 shares; 2026Q1: 17,847 shares; 2026Q2: 17,262 shares 17,262 $1.79M 0.17% -585 Timeline TIPX 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: 123,053 shares; 2025Q4: 120,891 shares; 2026Q1: 117,131 shares; 2026Q2: 93,820 shares 93,820 $1.78M 0.17% -23,311 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: 8,475 shares; 2024Q4: 26,029 shares; 2025Q1: 44,271 shares; 2025Q2: 29,827 shares; 2025Q3: 35,640 shares; 2025Q4: 23,999 shares; 2026Q1: 24,866 shares; 2026Q2: 28,110 shares 28,110 $1.71M 0.16% +3,244 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: 10,709 shares; 2024Q4: 9,701 shares; 2025Q1: 8,907 shares; 2025Q2: 8,827 shares; 2025Q3: 10,175 shares; 2025Q4: 10,270 shares; 2026Q1: 9,001 shares; 2026Q2: 8,770 shares 8,770 $1.66M 0.16% -231 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: 1,402 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,027 shares; 2025Q4: 2,272 shares; 2026Q1: 2,386 shares; 2026Q2: 2,851 shares 2,851 $1.66M 0.16% +465 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,771 shares; 2024Q4: 89,240 shares; 2025Q1: 82,430 shares; 2025Q2: 41,676 shares; 2025Q3: 37,373 shares; 2025Q4: 38,339 shares; 2026Q1: 37,545 shares; 2026Q2: 34,208 shares 34,208 $1.65M 0.16% -3,337 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: 10,939 shares; 2024Q4: 25,450 shares; 2025Q1: 12,229 shares; 2025Q2: 4,589 shares; 2025Q3: 4,857 shares; 2025Q4: 4,876 shares; 2026Q1: 12,946 shares; 2026Q2: 5,345 shares 5,345 $1.61M 0.15% -7,601 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,951 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,998 shares; 2025Q3: 10,115 shares; 2025Q4: 16,828 shares; 2026Q1: 69,059 shares; 2026Q2: 31,290 shares 31,290 $1.59M 0.15% -37,769 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: 8,109 shares; 2024Q4: 8,294 shares; 2025Q1: 10,788 shares; 2025Q2: 19,078 shares; 2025Q3: 23,882 shares; 2025Q4: 24,864 shares; 2026Q1: 26,209 shares; 2026Q2: 29,838 shares 29,838 $1.58M 0.15% +3,629 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,066 shares; 2024Q4: 66,749 shares; 2025Q1: 78,392 shares; 2025Q2: 77,270 shares; 2025Q3: 77,519 shares; 2025Q4: 76,582 shares; 2026Q1: 74,361 shares; 2026Q2: 65,137 shares 65,137 $1.57M 0.15% -9,224 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: 58,115 shares; 2024Q4: 65,238 shares; 2025Q1: 77,516 shares; 2025Q2: 46,147 shares; 2025Q3: 41,763 shares; 2025Q4: 38,261 shares; 2026Q1: 37,909 shares; 2026Q2: 26,207 shares 26,207 $1.56M 0.15% -11,702 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 26,885 shares; 2025Q1: 4,807 shares; 2025Q2: 55,048 shares; 2025Q3: 63,100 shares; 2025Q4: 17,904 shares; 2026Q1: 17,437 shares; 2026Q2: 18,719 shares 18,719 $1.56M 0.15% +1,282 Timeline IWO 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: 5,858 shares; 2026Q1: 3,770 shares; 2026Q2: 3,905 shares 3,905 $1.54M 0.15% +135 Timeline INMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,471 shares; 2025Q2: 37,559 shares; 2025Q3: 45,197 shares; 2025Q4: 51,530 shares; 2026Q1: 56,397 shares; 2026Q2: 62,166 shares 62,166 $1.51M 0.14% +5,769 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,318 shares; 2024Q4: 2,950 shares; 2025Q1: 3,088 shares; 2025Q2: 3,072 shares; 2025Q3: 3,747 shares; 2025Q4: 5,176 shares; 2026Q1: 5,016 shares; 2026Q2: 5,342 shares 5,342 $1.5M 0.14% +326 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,600 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,600 shares; 2025Q3: 3,945 shares; 2025Q4: 4,835 shares; 2026Q1: 4,293 shares; 2026Q2: 7,787 shares 7,787 $1.49M 0.14% +3,494 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,776 shares; 2025Q2: 3,621 shares; 2025Q3: 3,990 shares; 2025Q4: 3,826 shares; 2026Q1: 3,818 shares; 2026Q2: 4,033 shares 4,033 $1.47M 0.14% +215 Timeline SNXX INVESTMENT MANAGERS SER TR I More: the full row for INVESTMENT MANAGERS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 34,700 shares 34,700 $1.46M 0.14% new 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: 13,034 shares; 2024Q4: 10,275 shares; 2025Q1: 10,024 shares; 2025Q2: 9,762 shares; 2025Q3: 9,795 shares; 2025Q4: 10,309 shares; 2026Q1: 9,177 shares; 2026Q2: 9,732 shares 9,732 $1.43M 0.14% +555 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: 8,330 shares; 2024Q4: 8,172 shares; 2025Q1: 8,890 shares; 2025Q2: 9,309 shares; 2025Q3: 9,389 shares; 2025Q4: 9,814 shares; 2026Q1: 8,616 shares; 2026Q2: 8,430 shares 8,430 $1.43M 0.13% -186 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,637 shares; 2024Q4: 10,087 shares; 2025Q1: 9,220 shares; 2025Q2: 8,004 shares; 2025Q3: 7,483 shares; 2025Q4: 7,237 shares; 2026Q1: 7,141 shares; 2026Q2: 6,501 shares 6,501 $1.43M 0.13% -640 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,757 shares; 2024Q4: 2,624 shares; 2025Q1: 3,750 shares; 2025Q2: 4,143 shares; 2025Q3: 4,193 shares; 2025Q4: 3,354 shares; 2026Q1: 2,974 shares; 2026Q2: 2,732 shares 2,732 $1.39M 0.13% -242 Timeline PRF 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: 10,621 shares; 2024Q4: 14,042 shares; 2025Q1: 18,251 shares; 2025Q2: 19,279 shares; 2025Q3: 19,899 shares; 2025Q4: 22,085 shares; 2026Q1: 25,139 shares; 2026Q2: 25,664 shares 25,664 $1.39M 0.13% +525 Timeline FSCC FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES 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: 36,627 shares; 2026Q2: 36,660 shares 36,660 $1.37M 0.13% +33 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,377 shares; 2024Q4: 56,115 shares; 2025Q1: 59,419 shares; 2025Q2: 62,307 shares; 2025Q3: 63,290 shares; 2025Q4: 65,958 shares; 2026Q1: 66,702 shares; 2026Q2: 63,830 shares 63,830 $1.37M 0.13% -2,872 Timeline PAB 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: 417,035 shares; 2025Q1: 389,524 shares; 2025Q2: 109,219 shares; 2025Q3: 129,756 shares; 2025Q4: 151,640 shares; 2026Q1: 172,282 shares; 2026Q2: 31,193 shares 31,193 $1.31M 0.12% -141,089 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: 27,116 shares; 2024Q4: 38,372 shares; 2025Q1: 40,836 shares; 2025Q2: 19,730 shares; 2025Q3: 19,379 shares; 2025Q4: 20,980 shares; 2026Q1: 20,958 shares; 2026Q2: 20,911 shares 20,911 $1.29M 0.12% -47 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: 6,048 shares; 2024Q4: 6,958 shares; 2025Q1: 12,440 shares; 2025Q2: 14,279 shares; 2025Q3: 15,910 shares; 2025Q4: 19,176 shares; 2026Q1: 20,960 shares; 2026Q2: 25,999 shares 25,999 $1.28M 0.12% +5,039 Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 70,225 shares 70,225 $1.27M 0.12% new Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,425 shares; 2024Q4: 9,959 shares; 2025Q1: 9,903 shares; 2025Q2: 12,289 shares; 2025Q3: 13,364 shares; 2025Q4: 11,190 shares; 2026Q1: 11,699 shares; 2026Q2: 13,844 shares 13,844 $1.26M 0.12% +2,145 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: 2,442 shares; 2024Q4: 1,750 shares; 2025Q1: 1,551 shares; 2025Q2: 1,918 shares; 2025Q3: 2,369 shares; 2025Q4: 2,346 shares; 2026Q1: 2,602 shares; 2026Q2: 2,600 shares 2,600 $1.24M 0.12% -2 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,771 shares; 2024Q4: 4,764 shares; 2025Q1: 4,871 shares; 2025Q2: 7,834 shares; 2025Q3: 7,100 shares; 2025Q4: 10,000 shares; 2026Q1: 12,375 shares; 2026Q2: 10,241 shares 10,241 $1.21M 0.11% -2,134 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: 11,132 shares; 2024Q4: 9,342 shares; 2025Q1: 13,381 shares; 2025Q2: 12,663 shares; 2025Q3: 16,885 shares; 2025Q4: 15,225 shares; 2026Q1: 15,239 shares; 2026Q2: 16,637 shares 16,637 $1.2M 0.11% +1,398 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,587 shares; 2024Q4: 11,522 shares; 2025Q1: 10,446 shares; 2025Q2: 11,829 shares; 2025Q3: 12,503 shares; 2025Q4: 11,885 shares; 2026Q1: 11,446 shares; 2026Q2: 11,126 shares 11,126 $1.2M 0.11% -320 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: 3,507 shares; 2025Q4: 4,208 shares; 2026Q1: 4,679 shares; 2026Q2: 3,995 shares 3,995 $1.19M 0.11% -684 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: 1,158 shares; 2024Q4: 764 shares; 2025Q1: 912 shares; 2025Q2: 1,113 shares; 2025Q3: 2,331 shares; 2025Q4: 2,199 shares; 2026Q1: 2,174 shares; 2026Q2: 2,054 shares 2,054 $1.16M 0.11% -120 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,437 shares; 2025Q4: 3,587 shares; 2026Q1: 5,742 shares; 2026Q2: 6,036 shares 6,036 $1.14M 0.11% +294 Timeline OUST OUSTER INC More: the full row for OUSTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,992 shares; 2025Q1: 13,962 shares; 2025Q2: 14,052 shares; 2025Q3: 14,247 shares; 2025Q4: 19,951 shares; 2026Q1: 20,924 shares; 2026Q2: 18,119 shares 18,119 $1.13M 0.11% -2,805 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: 15,813 shares; 2024Q4: 10,610 shares; 2025Q1: 5,129 shares; 2025Q2: 5,031 shares; 2025Q3: 5,195 shares; 2025Q4: 7,355 shares; 2026Q1: 5,471 shares; 2026Q2: 5,170 shares 5,170 $1.13M 0.11% -301 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,320 shares; 2024Q4: 17,964 shares; 2025Q1: 22,616 shares; 2025Q2: 18,738 shares; 2025Q3: 19,282 shares; 2025Q4: 21,070 shares; 2026Q1: 21,060 shares; 2026Q2: 19,442 shares 19,442 $1.12M 0.11% -1,618 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,211 shares; 2024Q4: 1,409 shares; 2025Q1: 805 shares; 2025Q2: 1,262 shares; 2025Q3: 1,096 shares; 2025Q4: 1,073 shares; 2026Q1: 945 shares; 2026Q2: 1,046 shares 1,046 $1.11M 0.11% +101 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: 7,673 shares; 2024Q4: 5,889 shares; 2025Q1: 5,543 shares; 2025Q2: 6,532 shares; 2025Q3: 25,890 shares; 2025Q4: 25,304 shares; 2026Q1: 23,786 shares; 2026Q2: 19,123 shares 19,123 $1.1M 0.1% -4,663 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: not reported; 2024Q4: 4,172 shares; 2025Q1: 5,183 shares; 2025Q2: 5,624 shares; 2025Q3: 6,522 shares; 2025Q4: 6,890 shares; 2026Q1: 7,291 shares; 2026Q2: 9,367 shares 9,367 $1.09M 0.1% +2,076 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 29,844 shares 29,844 $1.09M 0.1% new 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: 7,624 shares; 2024Q4: 7,042 shares; 2025Q1: 7,075 shares; 2025Q2: 7,131 shares; 2025Q3: 15,288 shares; 2025Q4: 23,847 shares; 2026Q1: 21,821 shares; 2026Q2: 20,513 shares 20,513 $1.09M 0.1% -1,308 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,462 shares; 2025Q4: 6,364 shares; 2026Q1: 5,675 shares; 2026Q2: 4,234 shares 4,234 $1.08M 0.1% -1,441 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: 17,068 shares; 2024Q4: 13,513 shares; 2025Q1: 13,078 shares; 2025Q2: 12,980 shares; 2025Q3: 14,691 shares; 2025Q4: 14,305 shares; 2026Q1: 13,782 shares; 2026Q2: 13,238 shares 13,238 $1.08M 0.1% -544 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: 982 shares; 2024Q4: 976 shares; 2025Q1: 879 shares; 2025Q2: 853 shares; 2025Q3: 980 shares; 2025Q4: 969 shares; 2026Q1: 988 shares; 2026Q2: 2,094 shares 2,094 $1.08M 0.1% +1,106 Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 27,168 shares 27,168 $1.07M 0.1% new Timeline BCE BCE INC More: the full row for BCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,386 shares; 2024Q4: 50,283 shares; 2025Q1: 50,738 shares; 2025Q2: 52,205 shares; 2025Q3: 50,460 shares; 2025Q4: 50,482 shares; 2026Q1: 48,578 shares; 2026Q2: 48,583 shares 48,583 $1.05M 0.1% +5 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: 17,862 shares; 2024Q4: 17,481 shares; 2025Q1: 17,372 shares; 2025Q2: not reported; 2025Q3: 3,743 shares; 2025Q4: 3,649 shares; 2026Q1: 10,776 shares; 2026Q2: 11,331 shares 11,331 $1.04M 0.1% +555 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,433 shares; 2024Q4: 23,022 shares; 2025Q1: 26,223 shares; 2025Q2: 25,356 shares; 2025Q3: 25,069 shares; 2025Q4: 24,648 shares; 2026Q1: 23,777 shares; 2026Q2: 21,663 shares 21,663 $1.03M 0.1% -2,114 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: 11,565 shares; 2024Q4: 11,430 shares; 2025Q1: 10,551 shares; 2025Q2: 10,376 shares; 2025Q3: 9,729 shares; 2025Q4: 11,784 shares; 2026Q1: 11,784 shares; 2026Q2: 11,309 shares 11,309 $1.03M 0.1% -475 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,656 shares; 2024Q4: 17,602 shares; 2025Q1: 8,068 shares; 2025Q2: 9,323 shares; 2025Q3: 7,261 shares; 2025Q4: 7,211 shares; 2026Q1: 7,734 shares; 2026Q2: 7,184 shares 7,184 $1.01M 0.1% -550 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: 9,111 shares; 2024Q4: 9,443 shares; 2025Q1: 10,813 shares; 2025Q2: 10,462 shares; 2025Q3: 10,136 shares; 2025Q4: 10,439 shares; 2026Q1: 9,749 shares; 2026Q2: 7,396 shares 7,396 $1M 0.09% -2,353 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: 8,250 shares; 2024Q4: 8,449 shares; 2025Q1: 8,417 shares; 2025Q2: 8,291 shares; 2025Q3: 7,959 shares; 2025Q4: 8,285 shares; 2026Q1: 8,592 shares; 2026Q2: 8,518 shares 8,518 $995K 0.09% -74 Timeline BGIG ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 27,313 shares 27,313 $980K 0.09% new 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: 4,579 shares; 2024Q4: 2,942 shares; 2025Q1: 2,843 shares; 2025Q2: 2,747 shares; 2025Q3: 3,345 shares; 2025Q4: 2,844 shares; 2026Q1: 2,840 shares; 2026Q2: 2,841 shares 2,841 $975K 0.09% +1 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,465 shares; 2024Q4: 6,102 shares; 2025Q1: 5,862 shares; 2025Q2: 8,041 shares; 2025Q3: 10,676 shares; 2025Q4: 12,214 shares; 2026Q1: 11,237 shares; 2026Q2: 11,161 shares 11,161 $970K 0.09% -76 Timeline RDIV 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: 16,228 shares; 2024Q4: 16,064 shares; 2025Q1: 14,261 shares; 2025Q2: 14,522 shares; 2025Q3: 16,456 shares; 2025Q4: 16,246 shares; 2026Q1: 16,754 shares; 2026Q2: 16,575 shares 16,575 $961K 0.09% -179 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: 243 shares; 2025Q4: 299 shares; 2026Q1: 474 shares; 2026Q2: 482 shares 482 $959K 0.09% +8 Timeline TDVI 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: 21,996 shares; 2025Q4: 29,950 shares; 2026Q1: 28,844 shares; 2026Q2: 30,151 shares 30,151 $958K 0.09% +1,307 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: 13,106 shares; 2024Q4: 14,154 shares; 2025Q1: 14,851 shares; 2025Q2: 11,721 shares; 2025Q3: 12,917 shares; 2025Q4: 14,140 shares; 2026Q1: 13,264 shares; 2026Q2: 12,196 shares 12,196 $946K 0.09% -1,068 Timeline DWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,036 shares; 2024Q4: 12,036 shares; 2025Q1: 11,891 shares; 2025Q2: 11,891 shares; 2025Q3: 12,261 shares; 2025Q4: 12,636 shares; 2026Q1: 12,636 shares; 2026Q2: 12,771 shares 12,771 $935K 0.09% +135 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,685 shares; 2025Q4: 19,800 shares; 2026Q1: 28,445 shares; 2026Q2: 23,360 shares 23,360 $924K 0.09% -5,085 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: 2,813 shares; 2024Q4: 2,459 shares; 2025Q1: 1,955 shares; 2025Q2: 1,665 shares; 2025Q3: 4,108 shares; 2025Q4: 5,117 shares; 2026Q1: 4,886 shares; 2026Q2: 4,341 shares 4,341 $924K 0.09% -545 Timeline BSJT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 41,337 shares; 2026Q2: 43,653 shares 43,653 $922K 0.09% +2,316 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,032 shares; 2024Q4: 7,763 shares; 2025Q1: 6,585 shares; 2025Q2: 6,752 shares; 2025Q3: 6,579 shares; 2025Q4: 6,534 shares; 2026Q1: 5,970 shares; 2026Q2: 5,975 shares 5,975 $909K 0.09% +5 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,288 shares; 2026Q1: 3,798 shares; 2026Q2: 5,401 shares 5,401 $893K 0.08% +1,603 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,963 shares; 2024Q4: 17,804 shares; 2025Q1: 20,939 shares; 2025Q2: 22,572 shares; 2025Q3: 23,858 shares; 2025Q4: 23,204 shares; 2026Q1: 22,205 shares; 2026Q2: 17,887 shares 17,887 $891K 0.08% -4,318 Timeline UFOX ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,090 shares; 2024Q4: 9,110 shares; 2025Q1: 9,110 shares; 2025Q2: 9,110 shares; 2025Q3: 9,910 shares; 2025Q4: 9,710 shares; 2026Q1: 9,710 shares; 2026Q2: 9,370 shares 9,370 $890K 0.08% -340 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,881 shares; 2024Q4: 5,294 shares; 2025Q1: 3,792 shares; 2025Q2: 3,340 shares; 2025Q3: 3,300 shares; 2025Q4: 3,209 shares; 2026Q1: 3,122 shares; 2026Q2: 2,210 shares 2,210 $887K 0.08% -912 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,976 shares; 2024Q4: 20,867 shares; 2025Q1: 20,579 shares; 2025Q2: 22,536 shares; 2025Q3: 21,625 shares; 2025Q4: 21,082 shares; 2026Q1: 18,375 shares; 2026Q2: 16,873 shares 16,873 $884K 0.08% -1,502 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,048 shares; 2024Q4: 5,238 shares; 2025Q1: 7,144 shares; 2025Q2: 6,836 shares; 2025Q3: 8,508 shares; 2025Q4: 8,604 shares; 2026Q1: 8,701 shares; 2026Q2: 6,787 shares 6,787 $872K 0.08% -1,914 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: 20,782 shares; 2024Q4: 19,314 shares; 2025Q1: 19,430 shares; 2025Q2: 15,078 shares; 2025Q3: 13,807 shares; 2025Q4: 13,556 shares; 2026Q1: 14,089 shares; 2026Q2: 11,117 shares 11,117 $870K 0.08% -2,972 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,768 shares; 2024Q4: 6,918 shares; 2025Q1: 8,395 shares; 2025Q2: 12,837 shares; 2025Q3: 13,186 shares; 2025Q4: 12,853 shares; 2026Q1: 12,389 shares; 2026Q2: 11,982 shares 11,982 $866K 0.08% -407 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,659 shares; 2024Q4: 3,101 shares; 2025Q1: 3,079 shares; 2025Q2: 3,085 shares; 2025Q3: 3,021 shares; 2025Q4: 3,413 shares; 2026Q1: 3,358 shares; 2026Q2: 3,362 shares 3,362 $859K 0.08% +4 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,785 shares; 2024Q4: 19,004 shares; 2025Q1: 17,609 shares; 2025Q2: 18,484 shares; 2025Q3: 18,592 shares; 2025Q4: 19,185 shares; 2026Q1: 19,836 shares; 2026Q2: 17,617 shares 17,617 $857K 0.08% -2,219 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,437 shares; 2024Q4: 4,101 shares; 2025Q1: 3,327 shares; 2025Q2: 3,306 shares; 2025Q3: 3,311 shares; 2025Q4: 3,300 shares; 2026Q1: 3,365 shares; 2026Q2: 3,375 shares 3,375 $851K 0.08% +10 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,562 shares; 2024Q4: 10,145 shares; 2025Q1: 16,509 shares; 2025Q2: 22,282 shares; 2025Q3: 31,920 shares; 2025Q4: 11,979 shares; 2026Q1: 10,255 shares; 2026Q2: 9,830 shares 9,830 $849K 0.08% -425 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,568 shares; 2024Q4: 9,032 shares; 2025Q1: 9,311 shares; 2025Q2: 9,680 shares; 2025Q3: 9,946 shares; 2025Q4: 9,878 shares; 2026Q1: 9,606 shares; 2026Q2: 9,668 shares 9,668 $849K 0.08% +62 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY 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: 2,800 shares; 2025Q4: 2,800 shares; 2026Q1: 2,560 shares; 2026Q2: 2,792 shares 2,792 $845K 0.08% +232 Timeline AGX ARGAN INC More: the full row for ARGAN 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: 1,088 shares; 2025Q4: 983 shares; 2026Q1: 909 shares; 2026Q2: 1,043 shares 1,043 $833K 0.08% +134 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,294 shares; 2024Q4: 62,440 shares; 2025Q1: 55,236 shares; 2025Q2: 23,173 shares; 2025Q3: 17,269 shares; 2025Q4: 14,629 shares; 2026Q1: 14,472 shares; 2026Q2: 10,715 shares 10,715 $820K 0.08% -3,757 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: 9,839 shares; 2025Q1: 13,198 shares; 2025Q2: 16,264 shares; 2025Q3: 23,994 shares; 2025Q4: 19,183 shares; 2026Q1: 23,437 shares; 2026Q2: 24,524 shares 24,524 $816K 0.08% +1,087 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,075 shares; 2024Q4: 34,406 shares; 2025Q1: 42,283 shares; 2025Q2: 46,994 shares; 2025Q3: 46,312 shares; 2025Q4: 42,754 shares; 2026Q1: 40,162 shares; 2026Q2: 35,347 shares 35,347 $815K 0.08% -4,815 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 495 shares; 2024Q4: 495 shares; 2025Q1: 520 shares; 2025Q2: 521 shares; 2025Q3: 651 shares; 2025Q4: 701 shares; 2026Q1: 757 shares; 2026Q2: 833 shares 833 $815K 0.08% +76 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE 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: 762 shares; 2025Q4: 883 shares; 2026Q1: 865 shares; 2026Q2: 964 shares 964 $809K 0.08% +99 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 63,399 shares; 2025Q2: not reported; 2025Q3: 65,544 shares; 2025Q4: 78,409 shares; 2026Q1: 17,792 shares; 2026Q2: 26,713 shares 26,713 $806K 0.08% +8,921 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: 7,885 shares; 2024Q4: 7,187 shares; 2025Q1: 5,499 shares; 2025Q2: 4,840 shares; 2025Q3: 5,801 shares; 2025Q4: 5,880 shares; 2026Q1: 5,903 shares; 2026Q2: 3,847 shares 3,847 $804K 0.08% -2,056 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,258 shares; 2024Q4: 3,551 shares; 2025Q1: 3,264 shares; 2025Q2: 4,253 shares; 2025Q3: 3,545 shares; 2025Q4: 3,376 shares; 2026Q1: 3,118 shares; 2026Q2: 2,960 shares 2,960 $800K 0.08% -158 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,655 shares; 2025Q4: 5,695 shares; 2026Q1: 6,442 shares; 2026Q2: 6,692 shares 6,692 $797K 0.08% +250 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,277 shares; 2024Q4: 11,588 shares; 2025Q1: 12,140 shares; 2025Q2: 14,526 shares; 2025Q3: 16,230 shares; 2025Q4: 16,096 shares; 2026Q1: 13,735 shares; 2026Q2: 13,896 shares 13,896 $792K 0.07% +161 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,448 shares; 2024Q4: 5,423 shares; 2025Q1: 5,423 shares; 2025Q2: 4,715 shares; 2025Q3: 4,770 shares; 2025Q4: 4,825 shares; 2026Q1: 4,800 shares; 2026Q2: 4,794 shares 4,794 $785K 0.07% -6 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: 4,339 shares; 2024Q4: 3,891 shares; 2025Q1: 3,974 shares; 2025Q2: 3,885 shares; 2025Q3: 8,793 shares; 2025Q4: 9,812 shares; 2026Q1: 9,053 shares; 2026Q2: 9,452 shares 9,452 $783K 0.07% +399 Timeline FDV FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,900 shares; 2025Q1: 9,900 shares; 2025Q2: 21,150 shares; 2025Q3: 22,010 shares; 2025Q4: 22,310 shares; 2026Q1: 23,910 shares; 2026Q2: 24,620 shares 24,620 $773K 0.07% +710 Timeline CIFR CIPHER DIGITAL INC More: the full row for CIPHER DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 38,307 shares; 2025Q1: 20,742 shares; 2025Q2: 20,742 shares; 2025Q3: 39,726 shares; 2025Q4: 39,545 shares; 2026Q1: 31,176 shares; 2026Q2: 31,526 shares 31,526 $772K 0.07% +350 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36,171 shares; 2025Q3: 60,796 shares; 2025Q4: 63,105 shares; 2026Q1: 67,383 shares; 2026Q2: 70,685 shares 70,685 $770K 0.07% +3,302 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: 8,607 shares; 2024Q4: 30,330 shares; 2025Q1: not reported; 2025Q2: 7,116 shares; 2025Q3: 7,116 shares; 2025Q4: 7,116 shares; 2026Q1: 7,121 shares; 2026Q2: 22,619 shares 22,619 $765K 0.07% +15,498 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,381 shares; 2024Q4: 1,265 shares; 2025Q1: 2,244 shares; 2025Q2: 2,000 shares; 2025Q3: 1,990 shares; 2025Q4: 2,009 shares; 2026Q1: 2,048 shares; 2026Q2: 1,473 shares 1,473 $764K 0.07% -575 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: 1,308 shares; 2024Q4: 1,112 shares; 2025Q1: 827 shares; 2025Q2: 1,681 shares; 2025Q3: 1,910 shares; 2025Q4: 1,940 shares; 2026Q1: 1,653 shares; 2026Q2: 2,158 shares 2,158 $761K 0.07% +505 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,705 shares; 2024Q4: 2,576 shares; 2025Q1: 2,017 shares; 2025Q2: 2,639 shares; 2025Q3: 2,162 shares; 2025Q4: 2,034 shares; 2026Q1: 1,675 shares; 2026Q2: 1,813 shares 1,813 $753K 0.07% +138 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: 3,626 shares; 2024Q4: 2,878 shares; 2025Q1: 2,953 shares; 2025Q2: 2,416 shares; 2025Q3: 2,710 shares; 2025Q4: 3,971 shares; 2026Q1: 3,907 shares; 2026Q2: 4,105 shares 4,105 $743K 0.07% +198 Timeline BGDV ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,745 shares; 2026Q1: 22,800 shares; 2026Q2: 23,906 shares 23,906 $742K 0.07% +1,106 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,922 shares; 2024Q4: 27,282 shares; 2025Q1: 27,644 shares; 2025Q2: 27,371 shares; 2025Q3: 27,440 shares; 2025Q4: 27,202 shares; 2026Q1: 24,601 shares; 2026Q2: 19,918 shares 19,918 $736K 0.07% -4,683 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,553 shares; 2024Q4: 1,564 shares; 2025Q1: 1,512 shares; 2025Q2: 1,633 shares; 2025Q3: 1,758 shares; 2025Q4: 1,767 shares; 2026Q1: 1,848 shares; 2026Q2: 1,853 shares 1,853 $736K 0.07% +5 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: 742 shares; 2024Q4: 640 shares; 2025Q1: 633 shares; 2025Q2: 942 shares; 2025Q3: 968 shares; 2025Q4: 980 shares; 2026Q1: 690 shares; 2026Q2: 771 shares 771 $721K 0.07% +81 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: 831 shares; 2024Q4: 709 shares; 2025Q1: 752 shares; 2025Q2: 1,143 shares; 2025Q3: 909 shares; 2025Q4: 8,084 shares; 2026Q1: 8,917 shares; 2026Q2: 10,081 shares 10,081 $720K 0.07% +1,164 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,975 shares; 2024Q4: 3,589 shares; 2025Q1: 3,601 shares; 2025Q2: 3,602 shares; 2025Q3: 4,535 shares; 2025Q4: 4,502 shares; 2026Q1: 4,952 shares; 2026Q2: 4,879 shares 4,879 $715K 0.07% -73 Timeline AVA AVISTA CORP More: the full row for AVISTA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,561 shares; 2025Q1: 12,619 shares; 2025Q2: 13,672 shares; 2025Q3: 15,047 shares; 2025Q4: 16,970 shares; 2026Q1: 17,196 shares; 2026Q2: 17,183 shares 17,183 $703K 0.07% -13 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: 469 shares; 2025Q3: 556 shares; 2025Q4: 541 shares; 2026Q1: 326 shares; 2026Q2: 593 shares 593 $697K 0.07% +267 Timeline SPSB 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: 28,415 shares; 2025Q4: 28,733 shares; 2026Q1: 24,126 shares; 2026Q2: 22,848 shares 22,848 $686K 0.06% -1,278 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: 17,456 shares; 2024Q4: 15,603 shares; 2025Q1: 17,980 shares; 2025Q2: 19,335 shares; 2025Q3: 21,550 shares; 2025Q4: 27,292 shares; 2026Q1: 32,384 shares; 2026Q2: 36,932 shares 36,932 $684K 0.06% +4,548 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,818 shares; 2026Q1: 1,816 shares; 2026Q2: 2,039 shares 2,039 $683K 0.06% +223 Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,129 shares; 2024Q4: 25,853 shares; 2025Q1: 27,400 shares; 2025Q2: 29,307 shares; 2025Q3: 29,379 shares; 2025Q4: 29,415 shares; 2026Q1: 29,592 shares; 2026Q2: 28,103 shares 28,103 $682K 0.06% -1,489 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,635 shares; 2024Q4: 31,375 shares; 2025Q1: 28,613 shares; 2025Q2: 27,548 shares; 2025Q3: 27,918 shares; 2025Q4: 27,018 shares; 2026Q1: 27,715 shares; 2026Q2: 28,698 shares 28,698 $678K 0.06% +983 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,861 shares; 2025Q3: 6,610 shares; 2025Q4: 7,952 shares; 2026Q1: 9,559 shares; 2026Q2: 14,312 shares 14,312 $676K 0.06% +4,753 Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,500 shares; 2024Q4: 5,500 shares; 2025Q1: 5,200 shares; 2025Q2: 5,150 shares; 2025Q3: 5,000 shares; 2025Q4: 4,850 shares; 2026Q1: 4,650 shares; 2026Q2: 4,650 shares 4,650 $674K 0.06% 0 Timeline GTY GETTY RLTY CORP NEW More: the full row for GETTY RLTY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,373 shares; 2024Q4: 18,161 shares; 2025Q1: 18,051 shares; 2025Q2: 18,965 shares; 2025Q3: 19,840 shares; 2025Q4: 21,148 shares; 2026Q1: 21,086 shares; 2026Q2: 20,036 shares 20,036 $668K 0.06% -1,050 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,551 shares; 2026Q2: 6,143 shares 6,143 $665K 0.06% +4,592 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 832 shares; 2024Q4: 744 shares; 2025Q1: 769 shares; 2025Q2: 752 shares; 2025Q3: 1,103 shares; 2025Q4: 1,158 shares; 2026Q1: 1,268 shares; 2026Q2: 1,556 shares 1,556 $663K 0.06% +288 Timeline LTC LTC PPTYS INC More: the full row for LTC PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,373 shares; 2024Q4: 17,235 shares; 2025Q1: 17,511 shares; 2025Q2: 17,315 shares; 2025Q3: 17,480 shares; 2025Q4: 17,628 shares; 2026Q1: 17,454 shares; 2026Q2: 17,184 shares 17,184 $661K 0.06% -270 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,349 shares; 2024Q4: not reported; 2025Q1: 4,768 shares; 2025Q2: 7,110 shares; 2025Q3: 8,549 shares; 2025Q4: 8,968 shares; 2026Q1: 8,945 shares; 2026Q2: 8,853 shares 8,853 $659K 0.06% -92 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,244 shares; 2024Q4: 14,684 shares; 2025Q1: 14,671 shares; 2025Q2: 17,284 shares; 2025Q3: 16,374 shares; 2025Q4: 16,633 shares; 2026Q1: 16,827 shares; 2026Q2: 48,888 shares 48,888 $658K 0.06% +32,061 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,722 shares; 2024Q4: 5,199 shares; 2025Q1: 4,956 shares; 2025Q2: 4,938 shares; 2025Q3: 5,341 shares; 2025Q4: 5,102 shares; 2026Q1: 4,684 shares; 2026Q2: 4,597 shares 4,597 $658K 0.06% -87 Timeline MAS MASCO CORP More: the full row for MASCO 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: 8,059 shares 8,059 $656K 0.06% new Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,949 shares; 2025Q4: 13,989 shares; 2026Q1: 15,706 shares; 2026Q2: 14,243 shares 14,243 $652K 0.06% -1,463 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,547 shares; 2026Q1: 10,996 shares; 2026Q2: 8,364 shares 8,364 $650K 0.06% -2,632 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: 11,007 shares; 2024Q4: 4,015 shares; 2025Q1: 3,719 shares; 2025Q2: 3,230 shares; 2025Q3: 3,464 shares; 2025Q4: 3,703 shares; 2026Q1: 3,437 shares; 2026Q2: 2,167 shares 2,167 $646K 0.06% -1,270 Timeline DFAC 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: 11,726 shares; 2024Q4: 11,726 shares; 2025Q1: 10,752 shares; 2025Q2: 10,752 shares; 2025Q3: 10,752 shares; 2025Q4: 10,752 shares; 2026Q1: 14,526 shares; 2026Q2: 14,526 shares 14,526 $644K 0.06% 0 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 639 shares; 2024Q4: 1,428 shares; 2025Q1: 1,630 shares; 2025Q2: 1,530 shares; 2025Q3: 2,445 shares; 2025Q4: 2,597 shares; 2026Q1: 2,183 shares; 2026Q2: 1,865 shares 1,865 $636K 0.06% -318 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,605 shares; 2024Q4: 2,549 shares; 2025Q1: 2,548 shares; 2025Q2: 2,623 shares; 2025Q3: 2,593 shares; 2025Q4: 2,598 shares; 2026Q1: 1,969 shares; 2026Q2: 1,763 shares 1,763 $624K 0.06% -206 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,549 shares; 2025Q4: 8,089 shares; 2026Q1: 14,692 shares; 2026Q2: 7,279 shares 7,279 $622K 0.06% -7,413 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: 1,088 shares; 2025Q4: 875 shares; 2026Q1: 765 shares; 2026Q2: 860 shares 860 $622K 0.06% +95 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,210 shares; 2024Q4: 11,314 shares; 2025Q1: 13,349 shares; 2025Q2: 8,171 shares; 2025Q3: 8,265 shares; 2025Q4: 7,695 shares; 2026Q1: 7,702 shares; 2026Q2: 7,193 shares 7,193 $622K 0.06% -509 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,478 shares; 2025Q2: 4,936 shares; 2025Q3: 4,966 shares; 2025Q4: 5,644 shares; 2026Q1: 5,774 shares; 2026Q2: 6,284 shares 6,284 $620K 0.06% +510 Timeline BWLP BW LPG LTD More: the full row for BW LPG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 25,150 shares; 2025Q1: 27,150 shares; 2025Q2: 31,150 shares; 2025Q3: 34,261 shares; 2025Q4: 34,261 shares; 2026Q1: 34,261 shares; 2026Q2: 35,261 shares 35,261 $615K 0.06% +1,000 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,145 shares; 2024Q4: 5,508 shares; 2025Q1: 5,968 shares; 2025Q2: 4,913 shares; 2025Q3: 4,871 shares; 2025Q4: 4,680 shares; 2026Q1: 4,594 shares; 2026Q2: 5,019 shares 5,019 $609K 0.06% +425 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 609 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,202 shares 2,202 $607K 0.06% new Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,409 shares; 2025Q4: 18,284 shares; 2026Q1: 17,903 shares; 2026Q2: 12,042 shares 12,042 $604K 0.06% -5,861 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: 15,103 shares; 2025Q4: 15,113 shares; 2026Q1: 14,330 shares; 2026Q2: 10,335 shares 10,335 $601K 0.06% -3,995 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,211 shares; 2024Q4: 6,604 shares; 2025Q1: 5,292 shares; 2025Q2: 5,292 shares; 2025Q3: 4,100 shares; 2025Q4: 6,258 shares; 2026Q1: 5,589 shares; 2026Q2: 5,425 shares 5,425 $599K 0.06% -164 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: 1,108 shares; 2024Q4: 1,033 shares; 2025Q1: 1,031 shares; 2025Q2: 1,011 shares; 2025Q3: 1,137 shares; 2025Q4: 1,415 shares; 2026Q1: 1,419 shares; 2026Q2: 1,896 shares 1,896 $597K 0.06% +477 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,026 shares; 2024Q4: 3,649 shares; 2025Q1: 2,915 shares; 2025Q2: 2,866 shares; 2025Q3: 2,847 shares; 2025Q4: 2,729 shares; 2026Q1: 2,732 shares; 2026Q2: 2,509 shares 2,509 $596K 0.06% -223 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 662 shares; 2025Q1: 763 shares; 2025Q2: 777 shares; 2025Q3: 768 shares; 2025Q4: 766 shares; 2026Q1: 673 shares; 2026Q2: 619 shares 619 $595K 0.06% -54 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,389 shares; 2024Q4: 2,622 shares; 2025Q1: 2,539 shares; 2025Q2: 2,591 shares; 2025Q3: 3,116 shares; 2025Q4: 3,100 shares; 2026Q1: 2,999 shares; 2026Q2: 2,669 shares 2,669 $595K 0.06% -330 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: 8,036 shares; 2024Q4: 21,261 shares; 2025Q1: 33,621 shares; 2025Q2: 22,448 shares; 2025Q3: 20,828 shares; 2025Q4: 12,283 shares; 2026Q1: 10,977 shares; 2026Q2: 11,725 shares 11,725 $591K 0.06% +748 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,637 shares; 2024Q4: 7,037 shares; 2025Q1: 5,039 shares; 2025Q2: 4,293 shares; 2025Q3: 5,175 shares; 2025Q4: 5,040 shares; 2026Q1: 4,410 shares; 2026Q2: 6,131 shares 6,131 $590K 0.06% +1,721 Timeline MDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,495 shares; 2024Q4: 25,495 shares; 2025Q1: 25,495 shares; 2025Q2: 25,495 shares; 2025Q3: 32,117 shares; 2025Q4: 34,989 shares; 2026Q1: 35,038 shares; 2026Q2: 35,529 shares 35,529 $587K 0.06% +491 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: 2,663 shares; 2024Q4: 2,813 shares; 2025Q1: 3,258 shares; 2025Q2: 1,394 shares; 2025Q3: 2,903 shares; 2025Q4: 2,900 shares; 2026Q1: 2,909 shares; 2026Q2: 2,696 shares 2,696 $584K 0.06% -213 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: 5,713 shares; 2025Q4: 5,598 shares; 2026Q1: 4,498 shares; 2026Q2: 1,923 shares 1,923 $583K 0.06% -2,575 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: 2,562 shares; 2024Q4: 1,849 shares; 2025Q1: 1,860 shares; 2025Q2: 2,088 shares; 2025Q3: 3,789 shares; 2025Q4: 2,023 shares; 2026Q1: 1,960 shares; 2026Q2: 2,606 shares 2,606 $583K 0.06% +646 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,830 shares; 2024Q4: 5,063 shares; 2025Q1: 5,474 shares; 2025Q2: 5,300 shares; 2025Q3: 7,554 shares; 2025Q4: 5,071 shares; 2026Q1: 4,791 shares; 2026Q2: 4,589 shares 4,589 $581K 0.06% -202 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: 7,202 shares; 2024Q4: 7,202 shares; 2025Q1: 7,202 shares; 2025Q2: 7,277 shares; 2025Q3: 7,281 shares; 2025Q4: 7,606 shares; 2026Q1: 7,261 shares; 2026Q2: 7,257 shares 7,257 $576K 0.05% -4 Timeline DURA 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: 16,064 shares; 2024Q4: 15,825 shares; 2025Q1: 15,624 shares; 2025Q2: 15,694 shares; 2025Q3: 15,520 shares; 2025Q4: 15,673 shares; 2026Q1: 15,273 shares; 2026Q2: 15,338 shares 15,338 $570K 0.05% +65 Timeline XSMO 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: 3,954 shares; 2026Q1: 4,991 shares; 2026Q2: 5,990 shares 5,990 $561K 0.05% +999 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,618 shares; 2024Q4: 12,276 shares; 2025Q1: 12,383 shares; 2025Q2: 10,796 shares; 2025Q3: 10,704 shares; 2025Q4: 16,036 shares; 2026Q1: 15,552 shares; 2026Q2: 7,673 shares 7,673 $559K 0.05% -7,879 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 29,067 shares; 2025Q2: 28,369 shares; 2025Q3: 24,074 shares; 2025Q4: 26,327 shares; 2026Q1: 22,941 shares; 2026Q2: 22,092 shares 22,092 $554K 0.05% -849 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: 11,344 shares; 2024Q4: 7,101 shares; 2025Q1: 6,137 shares; 2025Q2: 6,567 shares; 2025Q3: 6,559 shares; 2025Q4: 7,422 shares; 2026Q1: 6,716 shares; 2026Q2: 6,691 shares 6,691 $553K 0.05% -25 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,665 shares; 2024Q4: 9,679 shares; 2025Q1: 11,247 shares; 2025Q2: 11,143 shares; 2025Q3: 11,679 shares; 2025Q4: 12,320 shares; 2026Q1: 12,493 shares; 2026Q2: 11,872 shares 11,872 $552K 0.05% -621 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,861 shares; 2024Q4: 3,539 shares; 2025Q1: 3,537 shares; 2025Q2: 3,161 shares; 2025Q3: 3,146 shares; 2025Q4: 2,990 shares; 2026Q1: 2,814 shares; 2026Q2: 1,871 shares 1,871 $549K 0.05% -943 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,985 shares; 2024Q4: 9,185 shares; 2025Q1: 7,594 shares; 2025Q2: 7,873 shares; 2025Q3: 7,873 shares; 2025Q4: 7,859 shares; 2026Q1: 7,810 shares; 2026Q2: 7,885 shares 7,885 $539K 0.05% +75 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,582 shares; 2024Q4: 5,801 shares; 2025Q1: 5,907 shares; 2025Q2: 6,521 shares; 2025Q3: 5,265 shares; 2025Q4: 5,433 shares; 2026Q1: 5,479 shares; 2026Q2: 5,633 shares 5,633 $539K 0.05% +154 Timeline AOS SMITH A O CORP More: the full row for SMITH A O 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: 8,564 shares 8,564 $537K 0.05% new Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,681 shares; 2026Q1: 14,244 shares; 2026Q2: 14,211 shares 14,211 $533K 0.05% -33 Timeline DFAT 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: 6,358 shares; 2024Q4: 6,358 shares; 2025Q1: 6,358 shares; 2025Q2: 6,358 shares; 2025Q3: 8,458 shares; 2025Q4: 7,558 shares; 2026Q1: 7,558 shares; 2026Q2: 7,558 shares 7,558 $528K 0.05% 0 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,519 shares; 2024Q4: 5,653 shares; 2025Q1: 4,762 shares; 2025Q2: 3,861 shares; 2025Q3: 3,861 shares; 2025Q4: 3,809 shares; 2026Q1: 3,809 shares; 2026Q2: 3,720 shares 3,720 $528K 0.05% -89 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,714 shares; 2024Q4: 4,342 shares; 2025Q1: 5,009 shares; 2025Q2: 5,112 shares; 2025Q3: 5,471 shares; 2025Q4: 5,096 shares; 2026Q1: 4,419 shares; 2026Q2: 3,834 shares 3,834 $525K 0.05% -585 Timeline MUU DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 500 shares 500 $524K 0.05% new Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,920 shares; 2024Q4: 4,693 shares; 2025Q1: 4,452 shares; 2025Q2: 4,472 shares; 2025Q3: 4,367 shares; 2025Q4: 4,384 shares; 2026Q1: 4,309 shares; 2026Q2: 4,963 shares 4,963 $516K 0.05% +654 Timeline PSTL POSTAL REALTY TRUST INC More: the full row for POSTAL REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,934 shares; 2024Q4: 35,585 shares; 2025Q1: 34,779 shares; 2025Q2: 30,756 shares; 2025Q3: 30,719 shares; 2025Q4: 29,821 shares; 2026Q1: 26,997 shares; 2026Q2: 20,685 shares 20,685 $510K 0.05% -6,312 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,496 shares; 2024Q4: 2,496 shares; 2025Q1: 2,250 shares; 2025Q2: 2,230 shares; 2025Q3: 2,230 shares; 2025Q4: 2,923 shares; 2026Q1: 4,514 shares; 2026Q2: 9,045 shares 9,045 $508K 0.05% +4,531 Timeline UUP INVESCO DB US DLR INDEX TR More: the full row for INVESCO DB US DLR INDEX TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,336 shares; 2024Q4: 289,228 shares; 2025Q1: 249,747 shares; 2025Q2: 16,336 shares; 2025Q3: 16,336 shares; 2025Q4: 253,375 shares; 2026Q1: 243,172 shares; 2026Q2: 17,699 shares 17,699 $503K 0.05% -225,473 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,982 shares; 2024Q4: 10,159 shares; 2025Q1: 8,573 shares; 2025Q2: 7,373 shares; 2025Q3: 6,942 shares; 2025Q4: 5,509 shares; 2026Q1: 5,490 shares; 2026Q2: 4,856 shares 4,856 $502K 0.05% -634 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,851 shares; 2024Q4: 5,168 shares; 2025Q1: 5,125 shares; 2025Q2: 4,214 shares; 2025Q3: 4,381 shares; 2025Q4: 4,444 shares; 2026Q1: 5,035 shares; 2026Q2: 12,055 shares 12,055 $495K 0.05% +7,020 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,561 shares; 2025Q4: 4,599 shares; 2026Q1: 4,346 shares; 2026Q2: 4,535 shares 4,535 $495K 0.05% +189 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,186 shares 1,186 $493K 0.05% new Timeline AMCR AMCOR PLC More: the full row for AMCOR 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: 5,725 shares; 2026Q2: 11,309 shares 11,309 $490K 0.05% +5,584 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE 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: 1,612 shares; 2025Q4: 4,482 shares; 2026Q1: 4,632 shares; 2026Q2: 4,882 shares 4,882 $486K 0.05% +250 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: 2,526 shares; 2025Q1: 2,625 shares; 2025Q2: 2,442 shares; 2025Q3: 2,531 shares; 2025Q4: 2,986 shares; 2026Q1: 2,275 shares; 2026Q2: 2,490 shares 2,490 $485K 0.05% +215 Timeline NWE NORTHWESTERN ENERGY GROUP IN More: the full row for NORTHWESTERN ENERGY GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,189 shares; 2024Q4: 6,612 shares; 2025Q1: 7,078 shares; 2025Q2: 6,725 shares; 2025Q3: 7,111 shares; 2025Q4: 7,061 shares; 2026Q1: 7,064 shares; 2026Q2: 6,703 shares 6,703 $480K 0.05% -361 Timeline QGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,173 shares; 2025Q4: 7,948 shares; 2026Q1: 7,307 shares; 2026Q2: 7,196 shares 7,196 $475K 0.04% -111 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: 2,844 shares; 2024Q4: 2,905 shares; 2025Q1: 2,536 shares; 2025Q2: 2,536 shares; 2025Q3: 3,383 shares; 2025Q4: 3,378 shares; 2026Q1: 3,251 shares; 2026Q2: 3,251 shares 3,251 $475K 0.04% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,411 shares; 2025Q4: 4,411 shares; 2026Q1: 4,411 shares; 2026Q2: 4,411 shares 4,411 $475K 0.04% 0 Timeline FPX 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: 2,338 shares; 2024Q4: 2,338 shares; 2025Q1: 2,296 shares; 2025Q2: 2,271 shares; 2025Q3: 2,318 shares; 2025Q4: 2,318 shares; 2026Q1: 2,290 shares; 2026Q2: 2,290 shares 2,290 $472K 0.04% 0 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,750 shares 2,750 $470K 0.04% new Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,189 shares; 2025Q2: 3,800 shares; 2025Q3: 4,037 shares; 2025Q4: 5,527 shares; 2026Q1: 5,720 shares; 2026Q2: 4,263 shares 4,263 $468K 0.04% -1,457 Timeline SBLK STAR BULK CARRIERS CORP. More: the full row for STAR BULK CARRIERS CORP. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,200 shares; 2025Q1: 15,200 shares; 2025Q2: 15,200 shares; 2025Q3: 18,435 shares; 2025Q4: 18,455 shares; 2026Q1: 18,508 shares; 2026Q2: 18,571 shares 18,571 $464K 0.04% +63 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 593 shares; 2024Q4: 519 shares; 2025Q1: 579 shares; 2025Q2: 508 shares; 2025Q3: 656 shares; 2025Q4: 610 shares; 2026Q1: 625 shares; 2026Q2: 921 shares 921 $462K 0.04% +296 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,347 shares 3,347 $459K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: 8,011 shares; 2025Q2: 9,018 shares; 2025Q3: 8,578 shares; 2025Q4: 8,995 shares; 2026Q1: 8,483 shares; 2026Q2: 9,609 shares 9,609 $458K 0.04% +1,126 Timeline POR PORTLAND GEN ELEC CO More: the full row for PORTLAND GEN ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,158 shares; 2025Q3: 10,287 shares; 2025Q4: 9,118 shares; 2026Q1: 8,938 shares; 2026Q2: 8,746 shares 8,746 $453K 0.04% -192 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,798 shares; 2024Q4: 1,798 shares; 2025Q1: 1,744 shares; 2025Q2: 1,674 shares; 2025Q3: 2,099 shares; 2025Q4: 2,099 shares; 2026Q1: 2,099 shares; 2026Q2: 2,079 shares 2,079 $452K 0.04% -20 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,876 shares; 2026Q1: 3,786 shares; 2026Q2: 6,060 shares 6,060 $451K 0.04% +2,274 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,510 shares; 2025Q4: 6,370 shares; 2026Q1: 9,491 shares; 2026Q2: 9,813 shares 9,813 $449K 0.04% +322 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,714 shares; 2024Q4: 29,715 shares; 2025Q1: 27,939 shares; 2025Q2: 24,109 shares; 2025Q3: 25,853 shares; 2025Q4: 25,192 shares; 2026Q1: 24,839 shares; 2026Q2: 18,272 shares 18,272 $449K 0.04% -6,567 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,731 shares; 2024Q4: 1,594 shares; 2025Q1: 1,507 shares; 2025Q2: 1,555 shares; 2025Q3: 2,968 shares; 2025Q4: 2,232 shares; 2026Q1: 2,062 shares; 2026Q2: 2,019 shares 2,019 $445K 0.04% -43 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 224 shares 224 $444K 0.04% 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: 5,908 shares; 2026Q1: 5,253 shares; 2026Q2: 7,384 shares 7,384 $444K 0.04% +2,131 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,195 shares; 2024Q4: 3,643 shares; 2025Q1: 3,962 shares; 2025Q2: 4,852 shares; 2025Q3: 6,574 shares; 2025Q4: 8,044 shares; 2026Q1: 8,615 shares; 2026Q2: 12,722 shares 12,722 $443K 0.04% +4,107 Timeline USA LIBERTY ALL STAR EQUITY FD More: the full row for LIBERTY ALL STAR EQUITY 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: 75,880 shares 75,880 $441K 0.04% new Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,397 shares; 2025Q4: 3,580 shares; 2026Q1: 3,681 shares; 2026Q2: 3,998 shares 3,998 $440K 0.04% +317 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: 9,107 shares; 2024Q4: 8,724 shares; 2025Q1: 3,754 shares; 2025Q2: 3,586 shares; 2025Q3: 3,766 shares; 2025Q4: 3,747 shares; 2026Q1: 3,544 shares; 2026Q2: 3,733 shares 3,733 $438K 0.04% +189 Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,331 shares; 2024Q4: 8,023 shares; 2025Q1: 8,353 shares; 2025Q2: 9,066 shares; 2025Q3: 9,327 shares; 2025Q4: 5,845 shares; 2026Q1: 5,824 shares; 2026Q2: 5,856 shares 5,856 $436K 0.04% +32 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,253 shares; 2025Q4: 2,393 shares; 2026Q1: 3,486 shares; 2026Q2: 4,089 shares 4,089 $435K 0.04% +603 Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY 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: 16,984 shares 16,984 $434K 0.04% new Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,110 shares; 2024Q4: 58,146 shares; 2025Q1: 52,668 shares; 2025Q2: 48,338 shares; 2025Q3: 52,858 shares; 2025Q4: 49,658 shares; 2026Q1: 42,428 shares; 2026Q2: 41,108 shares 41,108 $432K 0.04% -1,320 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,470 shares; 2024Q4: 23,796 shares; 2025Q1: 12,594 shares; 2025Q2: 8,663 shares; 2025Q3: 11,597 shares; 2025Q4: 11,564 shares; 2026Q1: 8,560 shares; 2026Q2: 13,294 shares 13,294 $425K 0.04% +4,734 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,275 shares; 2024Q4: 15,950 shares; 2025Q1: 16,950 shares; 2025Q2: 25,494 shares; 2025Q3: 27,745 shares; 2025Q4: 28,785 shares; 2026Q1: 28,789 shares; 2026Q2: 26,299 shares 26,299 $425K 0.04% -2,490 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,608 shares; 2025Q4: 9,407 shares; 2026Q1: 10,157 shares; 2026Q2: 11,183 shares 11,183 $425K 0.04% +1,026 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; 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: 6,053 shares 6,053 $424K 0.04% new Timeline MORN MORNINGSTAR INC More: the full row for MORNINGSTAR 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: 2,700 shares 2,700 $421K 0.04% new Timeline NEU NEWMARKET CORP More: the full row for NEWMARKET 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: 530 shares 530 $419K 0.04% new Timeline MDYG 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: 3,636 shares; 2025Q4: 3,652 shares; 2026Q1: 3,652 shares; 2026Q2: 3,740 shares 3,740 $419K 0.04% +88 Timeline GOVT 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: 14,317 shares; 2025Q4: 15,489 shares; 2026Q1: 16,233 shares; 2026Q2: 18,397 shares 18,397 $419K 0.04% +2,164 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: 7,176 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,156 shares; 2025Q3: 6,166 shares; 2025Q4: 7,771 shares; 2026Q1: 7,395 shares; 2026Q2: 7,830 shares 7,830 $419K 0.04% +435 Timeline SBRA SABRA HEALTH CARE REIT INC More: the full row for SABRA HEALTH CARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,672 shares; 2024Q4: 26,881 shares; 2025Q1: 25,948 shares; 2025Q2: 24,119 shares; 2025Q3: 23,944 shares; 2025Q4: 23,520 shares; 2026Q1: 22,555 shares; 2026Q2: 21,190 shares 21,190 $413K 0.04% -1,365 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: 6,737 shares; 2024Q4: 1,850 shares; 2025Q1: 2,173 shares; 2025Q2: 1,905 shares; 2025Q3: 3,174 shares; 2025Q4: 2,159 shares; 2026Q1: 1,167 shares; 2026Q2: 1,099 shares 1,099 $411K 0.04% -68 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: 2,112 shares; 2026Q1: not reported; 2026Q2: 952 shares 952 $411K 0.04% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,415 shares; 2025Q4: 1,521 shares; 2026Q1: 1,672 shares; 2026Q2: 1,869 shares 1,869 $410K 0.04% +197 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,423 shares; 2025Q1: 6,957 shares; 2025Q2: 7,552 shares; 2025Q3: 7,576 shares; 2025Q4: 9,903 shares; 2026Q1: 9,801 shares; 2026Q2: 9,298 shares 9,298 $409K 0.04% -503 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,293 shares; 2024Q4: 2,264 shares; 2025Q1: 1,876 shares; 2025Q2: not reported; 2025Q3: 2,461 shares; 2025Q4: 2,966 shares; 2026Q1: 2,614 shares; 2026Q2: 2,609 shares 2,609 $409K 0.04% -5 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,012 shares; 2024Q4: 1,343 shares; 2025Q1: 1,340 shares; 2025Q2: 2,157 shares; 2025Q3: 2,073 shares; 2025Q4: 2,052 shares; 2026Q1: 1,977 shares; 2026Q2: 1,661 shares 1,661 $409K 0.04% -316 Timeline NWN NORTHWEST NAT HLDG CO More: the full row for NORTHWEST NAT HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,577 shares; 2024Q4: 8,117 shares; 2025Q1: 8,149 shares; 2025Q2: 8,311 shares; 2025Q3: 8,375 shares; 2025Q4: 8,430 shares; 2026Q1: 8,387 shares; 2026Q2: 8,226 shares 8,226 $404K 0.04% -161 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 905 shares; 2024Q4: 850 shares; 2025Q1: 711 shares; 2025Q2: 702 shares; 2025Q3: 710 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,264 shares 1,264 $402K 0.04% new Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING 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: 42,856 shares; 2026Q1: 51,319 shares; 2026Q2: 35,689 shares 35,689 $398K 0.04% -15,630 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: 2,909 shares; 2024Q4: 2,538 shares; 2025Q1: 2,166 shares; 2025Q2: 1,891 shares; 2025Q3: 2,014 shares; 2025Q4: not reported; 2026Q1: 2,190 shares; 2026Q2: 4,139 shares 4,139 $395K 0.04% +1,949 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,704 shares; 2024Q4: 5,321 shares; 2025Q1: 4,496 shares; 2025Q2: 4,595 shares; 2025Q3: 4,622 shares; 2025Q4: 4,476 shares; 2026Q1: 4,493 shares; 2026Q2: 4,818 shares 4,818 $391K 0.04% +325 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS 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: 1,078 shares 1,078 $391K 0.04% new Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,009 shares; 2026Q1: 20,009 shares; 2026Q2: 20,009 shares 20,009 $391K 0.04% 0 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: 5,636 shares; 2024Q4: 4,017 shares; 2025Q1: 2,973 shares; 2025Q2: 2,602 shares; 2025Q3: 2,573 shares; 2025Q4: 2,406 shares; 2026Q1: 2,409 shares; 2026Q2: 2,412 shares 2,412 $391K 0.04% +3 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,775 shares; 2026Q1: 5,525 shares; 2026Q2: 8,764 shares 8,764 $390K 0.04% +3,239 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,246 shares; 2026Q1: 2,307 shares; 2026Q2: 2,291 shares 2,291 $389K 0.04% -16 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,942 shares; 2024Q4: 9,813 shares; 2025Q1: 12,079 shares; 2025Q2: 11,997 shares; 2025Q3: 11,875 shares; 2025Q4: 9,585 shares; 2026Q1: 8,883 shares; 2026Q2: 5,549 shares 5,549 $386K 0.04% -3,334 Timeline EQIN COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,950 shares; 2025Q3: 6,950 shares; 2025Q4: 6,950 shares; 2026Q1: 6,950 shares; 2026Q2: 7,400 shares 7,400 $380K 0.04% +450 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 835 shares 835 $378K 0.04% new Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,473 shares; 2024Q4: 5,216 shares; 2025Q1: 4,714 shares; 2025Q2: 4,204 shares; 2025Q3: 3,756 shares; 2025Q4: 3,846 shares; 2026Q1: 3,852 shares; 2026Q2: 3,530 shares 3,530 $378K 0.04% -322 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,923 shares; 2024Q4: 2,651 shares; 2025Q1: 2,288 shares; 2025Q2: 1,920 shares; 2025Q3: 1,880 shares; 2025Q4: 1,830 shares; 2026Q1: 1,781 shares; 2026Q2: 927 shares 927 $373K 0.04% -854 Timeline XRN CHIRON REAL ESTATE INC More: the full row for CHIRON REAL ESTATE 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: 9,572 shares; 2025Q4: 9,640 shares; 2026Q1: 9,436 shares; 2026Q2: 9,857 shares 9,857 $370K 0.04% +421 Timeline IVT INVENTRUST PPTYS CORP More: the full row for INVENTRUST PPTYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,473 shares; 2024Q4: 12,464 shares; 2025Q1: 11,897 shares; 2025Q2: 11,589 shares; 2025Q3: 10,673 shares; 2025Q4: 10,675 shares; 2026Q1: 10,677 shares; 2026Q2: 10,424 shares 10,424 $369K 0.03% -253 Timeline JPUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,130 shares; 2024Q4: 3,130 shares; 2025Q1: 2,630 shares; 2025Q2: 2,630 shares; 2025Q3: 2,630 shares; 2025Q4: 2,630 shares; 2026Q1: 2,630 shares; 2026Q2: 2,630 shares 2,630 $369K 0.03% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,459 shares; 2024Q4: 10,240 shares; 2025Q1: 8,926 shares; 2025Q2: 4,432 shares; 2025Q3: 3,900 shares; 2025Q4: 3,886 shares; 2026Q1: 2,955 shares; 2026Q2: 2,910 shares 2,910 $368K 0.03% -45 Timeline ZTS ZOETIS INC More: the full row for ZOETIS 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: 5,106 shares 5,106 $367K 0.03% new Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 820 shares; 2025Q3: 612 shares; 2025Q4: 559 shares; 2026Q1: not reported; 2026Q2: 1,082 shares 1,082 $366K 0.03% new Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,220 shares; 2025Q4: 6,528 shares; 2026Q1: 6,593 shares; 2026Q2: 8,357 shares 8,357 $366K 0.03% +1,764 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,774 shares; 2025Q3: 7,451 shares; 2025Q4: 7,386 shares; 2026Q1: 7,219 shares; 2026Q2: 7,219 shares 7,219 $365K 0.03% 0 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,761 shares 3,761 $364K 0.03% new Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS 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: 4,144 shares 4,144 $364K 0.03% new Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 965 shares; 2024Q4: 1,006 shares; 2025Q1: not reported; 2025Q2: 863 shares; 2025Q3: 926 shares; 2025Q4: 1,182 shares; 2026Q1: 1,201 shares; 2026Q2: 1,238 shares 1,238 $360K 0.03% +37 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,237 shares; 2024Q4: 2,883 shares; 2025Q1: 1,568 shares; 2025Q2: 1,568 shares; 2025Q3: 3,122 shares; 2025Q4: 2,733 shares; 2026Q1: 1,807 shares; 2026Q2: 1,515 shares 1,515 $359K 0.03% -292 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: 1,600 shares; 2026Q1: 1,296 shares; 2026Q2: 818 shares 818 $354K 0.03% -478 Timeline CSM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,015 shares; 2026Q1: 4,487 shares; 2026Q2: 4,157 shares 4,157 $354K 0.03% -330 Timeline ITT ITT INC More: the full row for ITT 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: 1,773 shares 1,773 $351K 0.03% new Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,329 shares; 2024Q4: 1,364 shares; 2025Q1: 1,436 shares; 2025Q2: 1,468 shares; 2025Q3: 1,508 shares; 2025Q4: 1,484 shares; 2026Q1: 1,495 shares; 2026Q2: 1,466 shares 1,466 $349K 0.03% -29 Timeline LII LENNOX INTL INC More: the full row for LENNOX 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: 607 shares 607 $348K 0.03% new Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,257 shares; 2024Q4: 1,174 shares; 2025Q1: 1,098 shares; 2025Q2: 1,133 shares; 2025Q3: 1,396 shares; 2025Q4: 1,442 shares; 2026Q1: 1,783 shares; 2026Q2: 2,794 shares 2,794 $348K 0.03% +1,011 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: 2,100 shares; 2024Q4: 836 shares; 2025Q1: 571 shares; 2025Q2: 1,442 shares; 2025Q3: 780 shares; 2025Q4: 801 shares; 2026Q1: 772 shares; 2026Q2: 541 shares 541 $344K 0.03% -231 Timeline NEAR 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: 7,071 shares; 2024Q4: 7,071 shares; 2025Q1: 6,446 shares; 2025Q2: 6,752 shares; 2025Q3: 6,752 shares; 2025Q4: 6,752 shares; 2026Q1: 6,752 shares; 2026Q2: 6,752 shares 6,752 $342K 0.03% 0 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,990 shares; 2024Q4: 6,423 shares; 2025Q1: 5,935 shares; 2025Q2: 5,216 shares; 2025Q3: 5,081 shares; 2025Q4: 4,813 shares; 2026Q1: 4,918 shares; 2026Q2: 2,616 shares 2,616 $339K 0.03% -2,302 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,526 shares; 2024Q4: 5,014 shares; 2025Q1: 5,939 shares; 2025Q2: 6,944 shares; 2025Q3: 6,382 shares; 2025Q4: 6,565 shares; 2026Q1: 6,622 shares; 2026Q2: 6,440 shares 6,440 $339K 0.03% -182 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 148 shares 148 $337K 0.03% new Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,164 shares; 2024Q4: 6,654 shares; 2025Q1: 6,626 shares; 2025Q2: 6,108 shares; 2025Q3: 6,559 shares; 2025Q4: 6,367 shares; 2026Q1: 3,926 shares; 2026Q2: 1,822 shares 1,822 $337K 0.03% -2,104 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,970 shares; 2024Q4: 15,230 shares; 2025Q1: 14,175 shares; 2025Q2: 10,412 shares; 2025Q3: 9,140 shares; 2025Q4: 8,239 shares; 2026Q1: 8,239 shares; 2026Q2: 7,730 shares 7,730 $336K 0.03% -509 Timeline HPQ HP INC More: the full row for HP 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: 10,263 shares; 2026Q2: 15,293 shares 15,293 $336K 0.03% +5,030 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,554 shares; 2024Q4: 7,296 shares; 2025Q1: 7,071 shares; 2025Q2: 7,978 shares; 2025Q3: 8,553 shares; 2025Q4: 8,945 shares; 2026Q1: 8,602 shares; 2026Q2: 7,117 shares 7,117 $331K 0.03% -1,485 Timeline JPSE 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: 5,506 shares; 2024Q4: 5,506 shares; 2025Q1: 5,498 shares; 2025Q2: 5,498 shares; 2025Q3: 5,498 shares; 2025Q4: 5,498 shares; 2026Q1: 5,498 shares; 2026Q2: 5,498 shares 5,498 $331K 0.03% 0 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,955 shares; 2025Q2: 1,887 shares; 2025Q3: 1,887 shares; 2025Q4: 1,787 shares; 2026Q1: 1,787 shares; 2026Q2: 1,845 shares 1,845 $330K 0.03% +58 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: 3,803 shares; 2024Q4: 11,068 shares; 2025Q1: 10,239 shares; 2025Q2: 9,003 shares; 2025Q3: 11,703 shares; 2025Q4: 8,869 shares; 2026Q1: 9,678 shares; 2026Q2: 11,047 shares 11,047 $325K 0.03% +1,369 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: 3,091 shares; 2024Q4: 1,638 shares; 2025Q1: 1,461 shares; 2025Q2: 2,012 shares; 2025Q3: 1,531 shares; 2025Q4: 1,494 shares; 2026Q1: 1,263 shares; 2026Q2: 1,424 shares 1,424 $319K 0.03% +161 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI 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: 8,067 shares; 2025Q4: 11,072 shares; 2026Q1: 14,997 shares; 2026Q2: 17,765 shares 17,765 $319K 0.03% +2,768 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: 2,161 shares; 2024Q4: 2,161 shares; 2025Q1: 1,920 shares; 2025Q2: 1,866 shares; 2025Q3: 1,866 shares; 2025Q4: 2,222 shares; 2026Q1: 2,222 shares; 2026Q2: 2,172 shares 2,172 $318K 0.03% -50 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,218 shares; 2025Q2: 16,168 shares; 2025Q3: 17,937 shares; 2025Q4: 18,076 shares; 2026Q1: 17,918 shares; 2026Q2: 17,126 shares 17,126 $316K 0.03% -792 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,593 shares; 2024Q4: 13,294 shares; 2025Q1: 17,484 shares; 2025Q2: 19,093 shares; 2025Q3: 17,462 shares; 2025Q4: 18,728 shares; 2026Q1: 18,478 shares; 2026Q2: 11,469 shares 11,469 $314K 0.03% -7,009 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,906 shares; 2024Q4: 19,795 shares; 2025Q1: 27,181 shares; 2025Q2: 20,316 shares; 2025Q3: 18,620 shares; 2025Q4: 19,825 shares; 2026Q1: 16,998 shares; 2026Q2: 16,300 shares 16,300 $311K 0.03% -698 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,956 shares 1,956 $310K 0.03% new Timeline DFIV 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: 5,945 shares; 2024Q4: 5,945 shares; 2025Q1: 5,945 shares; 2025Q2: 5,945 shares; 2025Q3: 5,945 shares; 2025Q4: 5,795 shares; 2026Q1: 5,790 shares; 2026Q2: 5,720 shares 5,720 $309K 0.03% -70 Timeline GSL GLOBAL SHIP LEASE INC More: the full row for GLOBAL SHIP LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,300 shares; 2025Q3: 8,300 shares; 2025Q4: 8,300 shares; 2026Q1: 8,300 shares; 2026Q2: 8,200 shares 8,200 $308K 0.03% -100 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,514 shares; 2024Q4: 2,498 shares; 2025Q1: 2,199 shares; 2025Q2: not reported; 2025Q3: 3,058 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,360 shares 3,360 $308K 0.03% new Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,545 shares; 2025Q2: 3,545 shares; 2025Q3: 3,545 shares; 2025Q4: 3,545 shares; 2026Q1: 3,545 shares; 2026Q2: 3,545 shares 3,545 $307K 0.03% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 536 shares; 2025Q4: 313 shares; 2026Q1: 325 shares; 2026Q2: 302 shares 302 $305K 0.03% -23 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,201 shares; 2026Q1: 13,406 shares; 2026Q2: 14,410 shares 14,410 $303K 0.03% +1,004 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,225 shares; 2025Q1: 5,096 shares; 2025Q2: 4,989 shares; 2025Q3: 5,062 shares; 2025Q4: 7,070 shares; 2026Q1: 7,149 shares; 2026Q2: 5,342 shares 5,342 $301K 0.03% -1,807 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,691 shares; 2024Q4: 2,954 shares; 2025Q1: 2,963 shares; 2025Q2: 2,309 shares; 2025Q3: 2,319 shares; 2025Q4: not reported; 2026Q1: 2,349 shares; 2026Q2: 2,360 shares 2,360 $298K 0.03% +11 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,749 shares; 2024Q4: 5,188 shares; 2025Q1: 5,188 shares; 2025Q2: 5,489 shares; 2025Q3: 5,159 shares; 2025Q4: 5,048 shares; 2026Q1: 4,582 shares; 2026Q2: 3,692 shares 3,692 $296K 0.03% -890 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,182 shares; 2025Q4: 7,520 shares; 2026Q1: 7,139 shares; 2026Q2: 3,064 shares 3,064 $296K 0.03% -4,075 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: 21,555 shares; 2024Q4: 12,997 shares; 2025Q1: 4,320 shares; 2025Q2: not reported; 2025Q3: 5,701 shares; 2025Q4: 5,970 shares; 2026Q1: 5,176 shares; 2026Q2: 4,146 shares 4,146 $295K 0.03% -1,030 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,197 shares; 2026Q1: 14,595 shares; 2026Q2: 18,674 shares 18,674 $294K 0.03% +4,079 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,242 shares; 2025Q4: 8,106 shares; 2026Q1: 9,275 shares; 2026Q2: 13,205 shares 13,205 $294K 0.03% +3,930 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 866 shares; 2024Q4: 786 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,293 shares; 2025Q4: 1,263 shares; 2026Q1: 868 shares; 2026Q2: 930 shares 930 $291K 0.03% +62 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB 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: 5,039 shares; 2025Q4: 5,110 shares; 2026Q1: 5,306 shares; 2026Q2: 4,715 shares 4,715 $291K 0.03% -591 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,474 shares; 2024Q4: 884 shares; 2025Q1: 897 shares; 2025Q2: 864 shares; 2025Q3: 864 shares; 2025Q4: 864 shares; 2026Q1: 864 shares; 2026Q2: 877 shares 877 $290K 0.03% +13 Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,715 shares; 2026Q1: 1,715 shares; 2026Q2: 1,715 shares 1,715 $289K 0.03% 0 Timeline DEA EASTERLY GOVT PPTYS INC More: the full row for EASTERLY GOVT PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,155 shares; 2025Q3: 12,201 shares; 2025Q4: 11,678 shares; 2026Q1: 11,658 shares; 2026Q2: 11,514 shares 11,514 $287K 0.03% -144 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: 977 shares; 2024Q4: 922 shares; 2025Q1: 1,023 shares; 2025Q2: 894 shares; 2025Q3: 899 shares; 2025Q4: 1,217 shares; 2026Q1: 1,400 shares; 2026Q2: 1,295 shares 1,295 $286K 0.03% -105 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,606 shares 1,606 $282K 0.03% new Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,309 shares; 2025Q2: 6,010 shares; 2025Q3: 5,985 shares; 2025Q4: 5,373 shares; 2026Q1: 5,927 shares; 2026Q2: 5,923 shares 5,923 $282K 0.03% -4 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 926 shares; 2024Q4: 811 shares; 2025Q1: 785 shares; 2025Q2: 889 shares; 2025Q3: 759 shares; 2025Q4: 771 shares; 2026Q1: 752 shares; 2026Q2: 824 shares 824 $281K 0.03% +72 Timeline JMEE 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: 3,528 shares; 2025Q4: 3,593 shares; 2026Q1: 3,593 shares; 2026Q2: 3,593 shares 3,593 $280K 0.03% 0 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,098 shares; 2026Q2: 6,098 shares 6,098 $279K 0.03% 0 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: 18,382 shares; 2026Q2: 24,047 shares 24,047 $278K 0.03% +5,665 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,047 shares; 2025Q3: 638 shares; 2025Q4: 651 shares; 2026Q1: not reported; 2026Q2: 1,119 shares 1,119 $278K 0.03% new 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: 7,898 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,090 shares; 2025Q4: 3,512 shares; 2026Q1: 4,982 shares; 2026Q2: 3,785 shares 3,785 $278K 0.03% -1,197 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,745 shares; 2024Q4: 5,935 shares; 2025Q1: 5,633 shares; 2025Q2: not reported; 2025Q3: 5,520 shares; 2025Q4: 5,260 shares; 2026Q1: 5,460 shares; 2026Q2: 5,460 shares 5,460 $276K 0.03% 0 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,378 shares 2,378 $276K 0.03% new 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,140 shares; 2025Q2: 24,450 shares; 2025Q3: 20,495 shares; 2025Q4: 19,541 shares; 2026Q1: 14,793 shares; 2026Q2: 11,828 shares 11,828 $271K 0.03% -2,965 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,944 shares; 2024Q4: 7,428 shares; 2025Q1: 8,246 shares; 2025Q2: 7,130 shares; 2025Q3: 7,080 shares; 2025Q4: 6,865 shares; 2026Q1: 6,693 shares; 2026Q2: 2,923 shares 2,923 $271K 0.03% -3,770 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: 1,228 shares; 2024Q4: 1,028 shares; 2025Q1: 1,028 shares; 2025Q2: 1,028 shares; 2025Q3: 828 shares; 2025Q4: 828 shares; 2026Q1: 796 shares; 2026Q2: 796 shares 796 $270K 0.03% 0 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,377 shares 2,377 $268K 0.03% new Timeline TU TELUS CORPORATION More: the full row for TELUS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,142 shares; 2024Q4: 27,158 shares; 2025Q1: 31,886 shares; 2025Q2: 26,634 shares; 2025Q3: 26,566 shares; 2025Q4: 22,349 shares; 2026Q1: 23,063 shares; 2026Q2: 24,883 shares 24,883 $263K 0.02% +1,820 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,196 shares; 2024Q4: 2,991 shares; 2025Q1: 2,629 shares; 2025Q2: 2,373 shares; 2025Q3: 2,379 shares; 2025Q4: 2,435 shares; 2026Q1: 2,372 shares; 2026Q2: 2,377 shares 2,377 $263K 0.02% +5 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,103 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 834 shares; 2025Q4: 834 shares; 2026Q1: 858 shares; 2026Q2: 836 shares 836 $263K 0.02% -22 Timeline KRC KILROY REALTY CORP More: the full row for KILROY REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,867 shares; 2024Q4: 6,209 shares; 2025Q1: 6,722 shares; 2025Q2: 7,955 shares; 2025Q3: 8,009 shares; 2025Q4: 7,059 shares; 2026Q1: 7,096 shares; 2026Q2: 7,006 shares 7,006 $263K 0.02% -90 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: 1,171 shares 1,171 $262K 0.02% new Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,287 shares; 2024Q4: 5,032 shares; 2025Q1: 4,707 shares; 2025Q2: 4,354 shares; 2025Q3: 5,748 shares; 2025Q4: 4,657 shares; 2026Q1: 4,566 shares; 2026Q2: 4,576 shares 4,576 $262K 0.02% +10 Timeline LXP LXP INDUSTRIAL TRUST More: the full row for LXP INDUSTRIAL 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: 5,197 shares; 2026Q1: 5,050 shares; 2026Q2: 4,858 shares 4,858 $262K 0.02% -192 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: 1,170 shares 1,170 $259K 0.02% new Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,946 shares; 2024Q4: 4,645 shares; 2025Q1: 4,654 shares; 2025Q2: 4,642 shares; 2025Q3: 4,220 shares; 2025Q4: 4,230 shares; 2026Q1: 3,864 shares; 2026Q2: 3,767 shares 3,767 $257K 0.02% -97 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,312 shares; 2025Q2: 5,325 shares; 2025Q3: 6,232 shares; 2025Q4: 5,227 shares; 2026Q1: 5,570 shares; 2026Q2: 5,160 shares 5,160 $257K 0.02% -410 Timeline DFUV 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: 6,977 shares; 2024Q4: 6,827 shares; 2025Q1: 5,927 shares; 2025Q2: 5,927 shares; 2025Q3: 5,927 shares; 2025Q4: 4,777 shares; 2026Q1: 4,777 shares; 2026Q2: 4,537 shares 4,537 $250K 0.02% -240 Timeline FLQS FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,142 shares; 2025Q2: 5,329 shares; 2025Q3: 5,104 shares; 2025Q4: 5,104 shares; 2026Q1: 5,104 shares; 2026Q2: 5,104 shares 5,104 $249K 0.02% 0 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: 9,268 shares; 2024Q4: 4,106 shares; 2025Q1: 4,658 shares; 2025Q2: 4,007 shares; 2025Q3: 3,800 shares; 2025Q4: 4,047 shares; 2026Q1: 5,314 shares; 2026Q2: 4,276 shares 4,276 $247K 0.02% -1,038 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC 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: 922 shares 922 $245K 0.02% new Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 987 shares; 2025Q4: not reported; 2026Q1: 973 shares; 2026Q2: 1,020 shares 1,020 $244K 0.02% +47 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN 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: 323 shares; 2025Q4: 364 shares; 2026Q1: not reported; 2026Q2: 472 shares 472 $243K 0.02% new Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,519 shares; 2024Q4: 4,989 shares; 2025Q1: 4,105 shares; 2025Q2: 5,633 shares; 2025Q3: 3,920 shares; 2025Q4: 4,047 shares; 2026Q1: 3,939 shares; 2026Q2: 1,598 shares 1,598 $242K 0.02% -2,341 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,452 shares; 2024Q4: 1,330 shares; 2025Q1: 3,181 shares; 2025Q2: 2,789 shares; 2025Q3: 2,767 shares; 2025Q4: 2,655 shares; 2026Q1: 2,626 shares; 2026Q2: 1,282 shares 1,282 $242K 0.02% -1,344 Timeline DVYE 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: 7,500 shares; 2025Q2: 7,500 shares; 2025Q3: 7,500 shares; 2025Q4: 7,500 shares; 2026Q1: 7,500 shares; 2026Q2: 7,500 shares 7,500 $242K 0.02% 0 Timeline PEBO PEOPLES BANCORP INC More: the full row for PEOPLES BANCORP 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: 6,304 shares; 2026Q2: 6,274 shares 6,274 $241K 0.02% -30 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 602 shares; 2024Q4: 591 shares; 2025Q1: 640 shares; 2025Q2: 574 shares; 2025Q3: 553 shares; 2025Q4: 472 shares; 2026Q1: 476 shares; 2026Q2: 472 shares 472 $240K 0.02% -4 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,821 shares; 2025Q2: 1,768 shares; 2025Q3: 1,768 shares; 2025Q4: 1,768 shares; 2026Q1: 1,768 shares; 2026Q2: 1,768 shares 1,768 $238K 0.02% 0 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 921 shares 921 $236K 0.02% new Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 929 shares; 2026Q2: 902 shares 902 $235K 0.02% -27 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; 2024Q3: 8,539 shares; 2024Q4: 7,776 shares; 2025Q1: 8,142 shares; 2025Q2: 6,794 shares; 2025Q3: 6,700 shares; 2025Q4: 6,379 shares; 2026Q1: 6,270 shares; 2026Q2: 2,491 shares 2,491 $234K 0.02% -3,779 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,329 shares; 2024Q4: 16,681 shares; 2025Q1: 15,309 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,887 shares; 2026Q2: 8,458 shares 8,458 $234K 0.02% -429 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM 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: 273 shares 273 $234K 0.02% new Timeline USTB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,439 shares; 2025Q4: 9,653 shares; 2026Q1: 11,270 shares; 2026Q2: 4,623 shares 4,623 $234K 0.02% -6,647 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,182 shares; 2024Q4: 1,015 shares; 2025Q1: 979 shares; 2025Q2: 1,041 shares; 2025Q3: 967 shares; 2025Q4: 961 shares; 2026Q1: 859 shares; 2026Q2: 859 shares 859 $232K 0.02% 0 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP 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: 4,767 shares; 2025Q3: 3,508 shares; 2025Q4: 3,669 shares; 2026Q1: 3,117 shares; 2026Q2: 2,534 shares 2,534 $231K 0.02% -583 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,572 shares 5,572 $230K 0.02% new Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,647 shares; 2024Q4: 20,218 shares; 2025Q1: 20,093 shares; 2025Q2: 19,635 shares; 2025Q3: 18,011 shares; 2025Q4: 2,744 shares; 2026Q1: not reported; 2026Q2: 2,634 shares 2,634 $229K 0.02% new 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: not reported; 2025Q4: not reported; 2026Q1: 985 shares; 2026Q2: 985 shares 985 $225K 0.02% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,055 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,360 shares; 2026Q2: 1,363 shares 1,363 $223K 0.02% +3 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,757 shares; 2026Q1: 1,957 shares; 2026Q2: 1,966 shares 1,966 $221K 0.02% +9 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,731 shares; 2024Q4: not reported; 2025Q1: 1,729 shares; 2025Q2: 1,734 shares; 2025Q3: 1,685 shares; 2025Q4: 1,685 shares; 2026Q1: 1,688 shares; 2026Q2: 1,663 shares 1,663 $220K 0.02% -25 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,710 shares 1,710 $218K 0.02% new Timeline GOLY STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,976 shares; 2026Q1: 8,585 shares; 2026Q2: 8,619 shares 8,619 $217K 0.02% +34 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; 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: 2,598 shares 2,598 $216K 0.02% new Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,861 shares; 2025Q2: 8,186 shares; 2025Q3: 7,989 shares; 2025Q4: 7,372 shares; 2026Q1: 7,248 shares; 2026Q2: 2,825 shares 2,825 $216K 0.02% -4,423 Timeline LRGE LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,823 shares; 2026Q1: not reported; 2026Q2: 2,498 shares 2,498 $214K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 881 shares 881 $214K 0.02% new Timeline SOXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 800 shares 800 $213K 0.02% new Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,049 shares; 2025Q2: 20,469 shares; 2025Q3: 17,346 shares; 2025Q4: 16,152 shares; 2026Q1: 15,995 shares; 2026Q2: 7,057 shares 7,057 $213K 0.02% -8,938 Timeline CHCT COMMUNITY HEALTHCARE TR INC More: the full row for COMMUNITY HEALTHCARE TR 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: 11,620 shares 11,620 $212K 0.02% new Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,683 shares; 2025Q1: 3,638 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,030 shares; 2026Q2: 2,829 shares 2,829 $212K 0.02% -201 Timeline XMPT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,846 shares; 2024Q4: 11,923 shares; 2025Q1: 10,205 shares; 2025Q2: 10,321 shares; 2025Q3: 10,453 shares; 2025Q4: 10,039 shares; 2026Q1: 10,392 shares; 2026Q2: 9,413 shares 9,413 $210K 0.02% -979 Timeline ARMK ARAMARK More: the full row for ARAMARK Quarterly shares; 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: 3,689 shares 3,689 $210K 0.02% new Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,287 shares; 2026Q1: 5,885 shares; 2026Q2: 5,726 shares 5,726 $209K 0.02% -159 Timeline RSPA INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,151 shares; 2025Q4: 4,124 shares; 2026Q1: not reported; 2026Q2: 3,907 shares 3,907 $208K 0.02% new Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,114 shares; 2024Q4: not reported; 2025Q1: 6,140 shares; 2025Q2: 6,311 shares; 2025Q3: 6,162 shares; 2025Q4: 6,031 shares; 2026Q1: 5,827 shares; 2026Q2: 5,709 shares 5,709 $208K 0.02% -118 Timeline VTR VENTAS INC More: the full row for VENTAS 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: 2,318 shares 2,318 $206K 0.02% new Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,580 shares; 2024Q4: 1,636 shares; 2025Q1: 1,481 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,425 shares; 2026Q1: 2,879 shares; 2026Q2: 2,091 shares 2,091 $206K 0.02% -788 Timeline CDC VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,760 shares 2,760 $205K 0.02% new Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,388 shares; 2024Q4: 9,495 shares; 2025Q1: 8,903 shares; 2025Q2: 7,723 shares; 2025Q3: 6,717 shares; 2025Q4: 6,513 shares; 2026Q1: 6,438 shares; 2026Q2: 2,698 shares 2,698 $205K 0.02% -3,740 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,485 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,546 shares 5,546 $204K 0.02% new Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,801 shares; 2024Q4: not reported; 2025Q1: 4,455 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,333 shares; 2026Q2: 4,791 shares 4,791 $204K 0.02% +458 Timeline JVAL J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,477 shares 3,477 $204K 0.02% new 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: 733 shares; 2024Q4: 548 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,697 shares 1,697 $203K 0.02% new Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR 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: 1,165 shares 1,165 $203K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 412 shares 412 $203K 0.02% new Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,052 shares 6,052 $203K 0.02% new Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,904 shares 9,904 $202K 0.02% new Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,321 shares; 2026Q1: not reported; 2026Q2: 2,971 shares 2,971 $201K 0.02% new Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,054 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,142 shares; 2025Q4: 1,124 shares; 2026Q1: not reported; 2026Q2: 738 shares 738 $201K 0.02% new Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 405 shares 405 $201K 0.02% new Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 932 shares; 2025Q4: 928 shares; 2026Q1: 1,089 shares; 2026Q2: 1,049 shares 1,049 $200K 0.02% -40 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: 15,800 shares; 2024Q4: 16,834 shares; 2025Q1: 10,116 shares; 2025Q2: 10,790 shares; 2025Q3: 12,132 shares; 2025Q4: 12,696 shares; 2026Q1: 12,276 shares; 2026Q2: 13,674 shares 13,674 $190K 0.02% +1,398 Timeline ETB EATON VANCE TAX MNGED BUY WR More: the full row for EATON VANCE TAX MNGED BUY WR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,261 shares; 2025Q3: 11,352 shares; 2025Q4: 11,441 shares; 2026Q1: 11,534 shares; 2026Q2: 11,626 shares 11,626 $181K 0.02% +92 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,510 shares; 2024Q4: 41,808 shares; 2025Q1: 35,103 shares; 2025Q2: 22,007 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,656 shares 13,656 $181K 0.02% new Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,923 shares; 2026Q1: 17,326 shares; 2026Q2: 13,054 shares 13,054 $170K 0.02% -4,272 Timeline PK PARK HOTELS & RESORTS INC More: the full row for PARK HOTELS & RESORTS 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: 10,291 shares; 2026Q2: 11,150 shares 11,150 $159K 0.02% +859 Timeline BBAI BIGBEAR AI HLDGS INC More: the full row for BIGBEAR AI 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: 21,200 shares; 2026Q1: 34,000 shares; 2026Q2: 42,000 shares 42,000 $154K 0.01% +8,000 Timeline XAODX ABRDN TOTAL DYNAMIC DIVIDEND More: the full row for ABRDN TOTAL DYNAMIC DIVIDEND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,582 shares; 2026Q1: 12,582 shares; 2026Q2: 12,582 shares 12,582 $130K 0.01% 0 Timeline HIPS GRANITESHARES ETF TR More: the full row for GRANITESHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,200 shares; 2024Q4: 10,200 shares; 2025Q1: 10,200 shares; 2025Q2: 10,200 shares; 2025Q3: 10,200 shares; 2025Q4: 10,200 shares; 2026Q1: 10,200 shares; 2026Q2: 10,200 shares 10,200 $118K 0.01% 0 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: 155,529 shares; 2024Q4: 50,769 shares; 2025Q1: 37,471 shares; 2025Q2: 27,130 shares; 2025Q3: 27,130 shares; 2025Q4: 27,130 shares; 2026Q1: 28,581 shares; 2026Q2: 21,414 shares 21,414 $107K 0.01% -7,167 Timeline BLNE BEELINE HOLDINGS INC More: the full row for BEELINE HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,500 shares; 2026Q2: 37,500 shares 37,500 $45.8K <0.01% +8,000 Timeline