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: 353,077 shares; 2024Q4: 333,253 shares; 2025Q1: 332,960 shares; 2025Q2: 353,134 shares; 2025Q3: 371,465 shares; 2025Q4: 376,016 shares; 2026Q1: 405,821 shares; 2026Q2: 403,068 shares 403,068 $301M 14.72% -2,753 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: 167,492 shares; 2024Q4: 167,410 shares; 2025Q1: 164,779 shares; 2025Q2: 171,208 shares; 2025Q3: 176,668 shares; 2025Q4: 179,277 shares; 2026Q1: 190,731 shares; 2026Q2: 203,293 shares 203,293 $102M 4.98% +12,562 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: 82,491 shares; 2024Q4: 82,568 shares; 2025Q1: 83,454 shares; 2025Q2: 83,665 shares; 2025Q3: 85,349 shares; 2025Q4: 86,276 shares; 2026Q1: 88,767 shares; 2026Q2: 90,774 shares 90,774 $66.8M 3.27% +2,007 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: 93,507 shares; 2024Q4: 97,887 shares; 2025Q1: 97,364 shares; 2025Q2: 98,386 shares; 2025Q3: 98,403 shares; 2025Q4: 100,779 shares; 2026Q1: 102,415 shares; 2026Q2: 103,205 shares 103,205 $38.2M 1.87% +790 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: 319,560 shares; 2024Q4: 238,832 shares; 2025Q1: 387,350 shares; 2025Q2: 340,738 shares; 2025Q3: 258,163 shares; 2025Q4: 348,177 shares; 2026Q1: 363,505 shares; 2026Q2: 372,511 shares 372,511 $33.8M 1.65% +9,006 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: 94,951 shares; 2024Q4: 99,567 shares; 2025Q1: 100,859 shares; 2025Q2: 107,226 shares; 2025Q3: 106,989 shares; 2025Q4: 106,909 shares; 2026Q1: 110,977 shares; 2026Q2: 111,297 shares 111,297 $32.2M 1.58% +320 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: 204,781 shares; 2024Q4: 207,999 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 232,489 shares; 2026Q1: 340,477 shares; 2026Q2: 350,741 shares 350,741 $32.1M 1.57% +10,264 Timeline VSLU ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 196,472 shares; 2024Q4: 248,356 shares; 2025Q1: 333,477 shares; 2025Q2: 391,875 shares; 2025Q3: 432,777 shares; 2025Q4: 514,110 shares; 2026Q1: 615,985 shares; 2026Q2: 672,436 shares 672,436 $31.1M 1.52% +56,451 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: 64,444 shares; 2024Q4: 64,368 shares; 2025Q1: 68,825 shares; 2025Q2: 72,167 shares; 2025Q3: 70,945 shares; 2025Q4: 81,519 shares; 2026Q1: 87,705 shares; 2026Q2: 95,958 shares 95,958 $28.8M 1.41% +8,253 Timeline BUFZ 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: 354,411 shares; 2025Q1: 402,113 shares; 2025Q2: 510,936 shares; 2025Q3: 517,320 shares; 2025Q4: 776,713 shares; 2026Q1: 881,639 shares; 2026Q2: 943,844 shares 943,844 $26.4M 1.29% +62,205 Timeline CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 584,073 shares; 2025Q3: 581,767 shares; 2025Q4: 602,516 shares; 2026Q1: 617,366 shares; 2026Q2: 628,879 shares 628,879 $25.6M 1.25% +11,513 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: 18,799 shares; 2024Q4: 13,585 shares; 2025Q1: 10,313 shares; 2025Q2: 8,896 shares; 2025Q3: 206,068 shares; 2025Q4: 384,459 shares; 2026Q1: 475,030 shares; 2026Q2: 476,780 shares 476,780 $24.1M 1.18% +1,750 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: 46,185 shares; 2024Q4: 45,654 shares; 2025Q1: 46,730 shares; 2025Q2: 48,033 shares; 2025Q3: 50,586 shares; 2025Q4: 52,475 shares; 2026Q1: 57,720 shares; 2026Q2: 58,910 shares 58,910 $22M 1.07% +1,190 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 177,937 shares; 2024Q4: 198,232 shares; 2025Q1: 284,316 shares; 2025Q2: 322,321 shares; 2025Q3: 345,344 shares; 2025Q4: 344,672 shares; 2026Q1: 384,085 shares; 2026Q2: 402,435 shares 402,435 $20.8M 1.02% +18,350 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: 257,105 shares; 2024Q4: 787,907 shares; 2025Q1: 768,327 shares; 2025Q2: 737,542 shares; 2025Q3: 715,583 shares; 2025Q4: 714,809 shares; 2026Q1: 658,631 shares; 2026Q2: 630,971 shares 630,971 $18.6M 0.91% -27,660 Timeline DFAI 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: 141,105 shares; 2024Q4: 165,913 shares; 2025Q1: 207,273 shares; 2025Q2: 284,280 shares; 2025Q3: 320,162 shares; 2025Q4: 359,100 shares; 2026Q1: 415,965 shares; 2026Q2: 444,995 shares 444,995 $18.4M 0.9% +29,030 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: 41,776 shares; 2024Q4: 40,684 shares; 2025Q1: 42,811 shares; 2025Q2: 42,083 shares; 2025Q3: 42,095 shares; 2025Q4: 49,283 shares; 2026Q1: 49,679 shares; 2026Q2: 49,470 shares 49,470 $17.7M 0.86% -209 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: 12,628 shares; 2024Q4: 13,732 shares; 2025Q1: 13,770 shares; 2025Q2: 13,800 shares; 2025Q3: 14,566 shares; 2025Q4: 14,111 shares; 2026Q1: 14,117 shares; 2026Q2: 14,180 shares 14,180 $17M 0.83% +63 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: 87,599 shares; 2024Q4: 84,696 shares; 2025Q1: 82,324 shares; 2025Q2: 86,707 shares; 2025Q3: 86,518 shares; 2025Q4: 87,069 shares; 2026Q1: 85,153 shares; 2026Q2: 84,404 shares 84,404 $16.9M 0.83% -749 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: 12,421 shares; 2024Q4: 18,785 shares; 2025Q1: 21,093 shares; 2025Q2: 23,133 shares; 2025Q3: 25,077 shares; 2025Q4: 24,656 shares; 2026Q1: 22,983 shares; 2026Q2: 21,804 shares 21,804 $15.8M 0.77% -1,179 Timeline BBJP 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: 183,382 shares; 2025Q3: 183,832 shares; 2025Q4: 196,471 shares; 2026Q1: 201,469 shares; 2026Q2: 208,007 shares 208,007 $15.7M 0.77% +6,538 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: 45,924 shares; 2024Q4: 45,092 shares; 2025Q1: 41,527 shares; 2025Q2: 41,794 shares; 2025Q3: 41,405 shares; 2025Q4: 41,541 shares; 2026Q1: 42,437 shares; 2026Q2: 41,807 shares 41,807 $14.8M 0.72% -630 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: 42,466 shares; 2024Q4: 42,007 shares; 2025Q1: 43,031 shares; 2025Q2: 44,270 shares; 2025Q3: 43,452 shares; 2025Q4: 43,979 shares; 2026Q1: 44,552 shares; 2026Q2: 44,307 shares 44,307 $14.5M 0.71% -245 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: 161,440 shares; 2024Q4: 131,140 shares; 2025Q1: 123,747 shares; 2025Q2: 95,608 shares; 2025Q3: 102,908 shares; 2025Q4: 101,110 shares; 2026Q1: 101,139 shares; 2026Q2: 99,233 shares 99,233 $13.9M 0.68% -1,906 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: 46,919 shares; 2024Q4: 44,819 shares; 2025Q1: 44,900 shares; 2025Q2: 39,252 shares; 2025Q3: 90,486 shares; 2025Q4: 39,921 shares; 2026Q1: 40,559 shares; 2026Q2: 37,415 shares 37,415 $13.8M 0.67% -3,144 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 841,437 shares 841,437 $13.4M 0.65% new Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 123,568 shares; 2024Q4: 122,049 shares; 2025Q1: 121,094 shares; 2025Q2: 120,915 shares; 2025Q3: 120,360 shares; 2025Q4: 118,554 shares; 2026Q1: 116,324 shares; 2026Q2: 114,565 shares 114,565 $13M 0.63% -1,759 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: 12,517 shares; 2024Q4: 12,267 shares; 2025Q1: 12,416 shares; 2025Q2: 12,554 shares; 2025Q3: 12,107 shares; 2025Q4: 11,826 shares; 2026Q1: 11,519 shares; 2026Q2: 11,247 shares 11,247 $12M 0.59% -272 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: 54,708 shares; 2024Q4: 56,451 shares; 2025Q1: 55,470 shares; 2025Q2: 54,536 shares; 2025Q3: 54,745 shares; 2025Q4: 55,200 shares; 2026Q1: 52,976 shares; 2026Q2: 53,875 shares 53,875 $11.8M 0.58% +899 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: 99,512 shares; 2024Q4: 98,555 shares; 2025Q1: 99,534 shares; 2025Q2: 101,332 shares; 2025Q3: 99,478 shares; 2025Q4: 99,533 shares; 2026Q1: 101,605 shares; 2026Q2: 100,004 shares 100,004 $11.7M 0.57% -1,601 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: 23,069 shares; 2024Q4: 22,700 shares; 2025Q1: 21,274 shares; 2025Q2: 20,882 shares; 2025Q3: 20,261 shares; 2025Q4: 20,328 shares; 2026Q1: 20,168 shares; 2026Q2: 20,591 shares 20,591 $11.6M 0.57% +423 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: 30,319 shares; 2024Q4: 30,975 shares; 2025Q1: 30,884 shares; 2025Q2: 34,376 shares; 2025Q3: 36,150 shares; 2025Q4: 41,136 shares; 2026Q1: 44,998 shares; 2026Q2: 43,557 shares 43,557 $10.4M 0.51% -1,441 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: 155,603 shares; 2024Q4: 160,334 shares; 2025Q1: 162,728 shares; 2025Q2: 167,123 shares; 2025Q3: 166,633 shares; 2025Q4: 167,044 shares; 2026Q1: 169,853 shares; 2026Q2: 173,089 shares 173,089 $9.86M 0.48% +3,236 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: 131,895 shares; 2024Q4: 189,460 shares; 2025Q1: 194,616 shares; 2025Q2: 205,099 shares; 2025Q3: 209,852 shares; 2025Q4: 213,201 shares; 2026Q1: 241,086 shares; 2026Q2: 266,842 shares 266,842 $9.75M 0.48% +25,756 Timeline BBIN J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,158 shares; 2024Q4: 67,945 shares; 2025Q1: 76,281 shares; 2025Q2: 89,738 shares; 2025Q3: 93,323 shares; 2025Q4: 97,207 shares; 2026Q1: 110,198 shares; 2026Q2: 120,618 shares 120,618 $9.42M 0.46% +10,420 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: 60,291 shares; 2024Q4: 61,789 shares; 2025Q1: 64,511 shares; 2025Q2: 69,291 shares; 2025Q3: 71,579 shares; 2025Q4: 72,028 shares; 2026Q1: 72,285 shares; 2026Q2: 71,539 shares 71,539 $9.19M 0.45% -746 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: 13,235 shares; 2024Q4: 13,549 shares; 2025Q1: 12,596 shares; 2025Q2: 12,033 shares; 2025Q3: 12,206 shares; 2025Q4: 12,045 shares; 2026Q1: 11,855 shares; 2026Q2: 11,877 shares 11,877 $8.89M 0.44% +22 Timeline DFAE 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: 76,082 shares; 2024Q4: 92,793 shares; 2025Q1: 111,340 shares; 2025Q2: 137,371 shares; 2025Q3: 160,488 shares; 2025Q4: 178,645 shares; 2026Q1: 206,558 shares; 2026Q2: 219,273 shares 219,273 $8.82M 0.43% +12,715 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: 6,167 shares; 2024Q4: 5,745 shares; 2025Q1: 5,698 shares; 2025Q2: 6,197 shares; 2025Q3: 6,491 shares; 2025Q4: 6,458 shares; 2026Q1: 6,772 shares; 2026Q2: 7,595 shares 7,595 $8.77M 0.43% +823 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: 309,573 shares; 2024Q4: 299,973 shares; 2025Q1: 333,944 shares; 2025Q2: 321,568 shares; 2025Q3: 320,825 shares; 2025Q4: 316,999 shares; 2026Q1: 321,164 shares; 2026Q2: 317,921 shares 317,921 $8.73M 0.43% -3,243 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: 122,870 shares; 2024Q4: 125,405 shares; 2025Q1: 126,569 shares; 2025Q2: 124,437 shares; 2025Q3: 125,072 shares; 2025Q4: 123,129 shares; 2026Q1: 125,804 shares; 2026Q2: 121,249 shares 121,249 $8.64M 0.42% -4,555 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: 36,776 shares; 2024Q4: 35,157 shares; 2025Q1: 35,951 shares; 2025Q2: 37,731 shares; 2025Q3: 37,944 shares; 2025Q4: 37,611 shares; 2026Q1: 32,891 shares; 2026Q2: 33,028 shares 33,028 $8.39M 0.41% +137 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: 33,239 shares; 2024Q4: 32,969 shares; 2025Q1: 33,171 shares; 2025Q2: 33,667 shares; 2025Q3: 33,545 shares; 2025Q4: 32,873 shares; 2026Q1: 32,675 shares; 2026Q2: 32,674 shares 32,674 $8.22M 0.4% -1 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200,182 shares; 2024Q4: 456,846 shares; 2025Q1: 61,413 shares; 2025Q2: 228,002 shares; 2025Q3: 503,599 shares; 2025Q4: 278,306 shares; 2026Q1: 293,960 shares; 2026Q2: 304,888 shares 304,888 $7.78M 0.38% +10,928 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,519 shares; 2024Q4: 2,585 shares; 2025Q1: 2,482 shares; 2025Q2: 2,531 shares; 2025Q3: 2,570 shares; 2025Q4: 2,550 shares; 2026Q1: 2,661 shares; 2026Q2: 25,768 shares 25,768 $7.77M 0.38% +23,107 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,408 shares; 2024Q4: 11,133 shares; 2025Q1: 11,331 shares; 2025Q2: 11,085 shares; 2025Q3: 10,417 shares; 2025Q4: 10,408 shares; 2026Q1: 10,486 shares; 2026Q2: 10,658 shares 10,658 $7.67M 0.38% +172 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: 91,932 shares; 2024Q4: 281,616 shares; 2025Q1: 266,158 shares; 2025Q2: 251,852 shares; 2025Q3: 244,032 shares; 2025Q4: 232,998 shares; 2026Q1: 215,542 shares; 2026Q2: 208,010 shares 208,010 $7.67M 0.38% -7,532 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,877 shares; 2024Q4: 10,491 shares; 2025Q1: 10,751 shares; 2025Q2: 11,045 shares; 2025Q3: 11,039 shares; 2025Q4: 11,042 shares; 2026Q1: 10,897 shares; 2026Q2: 10,742 shares 10,742 $7.66M 0.37% -155 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: 26,386 shares; 2024Q4: 26,551 shares; 2025Q1: 28,310 shares; 2025Q2: 29,718 shares; 2025Q3: 31,327 shares; 2025Q4: 31,732 shares; 2026Q1: 31,326 shares; 2026Q2: 31,060 shares 31,060 $7.65M 0.37% -266 Timeline BUFD 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: 126,485 shares; 2024Q4: 176,800 shares; 2025Q1: 185,964 shares; 2025Q2: 200,363 shares; 2025Q3: 201,433 shares; 2025Q4: 197,746 shares; 2026Q1: 227,172 shares; 2026Q2: 255,285 shares 255,285 $7.59M 0.37% +28,113 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: 27,458 shares; 2024Q4: 27,286 shares; 2025Q1: 27,609 shares; 2025Q2: 27,115 shares; 2025Q3: 26,293 shares; 2025Q4: 26,063 shares; 2026Q1: 26,438 shares; 2026Q2: 26,713 shares 26,713 $7.51M 0.37% +275 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: 55,725 shares; 2024Q4: 55,347 shares; 2025Q1: 57,845 shares; 2025Q2: 61,369 shares; 2025Q3: 61,838 shares; 2025Q4: 51,809 shares; 2026Q1: 53,319 shares; 2026Q2: 53,992 shares 53,992 $7.31M 0.36% +673 Timeline BALT 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: 62,155 shares; 2026Q2: 204,568 shares 204,568 $7.01M 0.34% +142,413 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: 13,601 shares; 2025Q1: 13,708 shares; 2025Q2: 14,318 shares; 2025Q3: 14,531 shares; 2025Q4: 16,727 shares; 2026Q1: 16,647 shares; 2026Q2: 15,975 shares 15,975 $6.92M 0.34% -672 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: 49,036 shares; 2024Q4: 49,044 shares; 2025Q1: 53,531 shares; 2025Q2: 51,357 shares; 2025Q3: 50,956 shares; 2025Q4: 52,221 shares; 2026Q1: 54,804 shares; 2026Q2: 50,395 shares 50,395 $6.89M 0.34% -4,409 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: 114,130 shares; 2024Q4: 113,509 shares; 2025Q1: 109,673 shares; 2025Q2: 105,155 shares; 2025Q3: 98,961 shares; 2025Q4: 96,854 shares; 2026Q1: 95,109 shares; 2026Q2: 92,463 shares 92,463 $6.79M 0.33% -2,646 Timeline SPBO SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 102,367 shares; 2024Q4: 115,212 shares; 2025Q1: 121,770 shares; 2025Q2: 140,899 shares; 2025Q3: 168,721 shares; 2025Q4: 176,303 shares; 2026Q1: 201,456 shares; 2026Q2: 231,662 shares 231,662 $6.73M 0.33% +30,206 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,950 shares; 2024Q4: 60,092 shares; 2025Q1: 69,019 shares; 2025Q2: 82,486 shares; 2025Q3: 96,650 shares; 2025Q4: 108,538 shares; 2026Q1: 133,442 shares; 2026Q2: 150,815 shares 150,815 $6.64M 0.32% +17,373 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: 69,027 shares; 2024Q4: 69,873 shares; 2025Q1: 57,665 shares; 2025Q2: 59,239 shares; 2025Q3: 59,597 shares; 2025Q4: 56,850 shares; 2026Q1: 55,791 shares; 2026Q2: 115,852 shares 115,852 $6.51M 0.32% +60,061 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: 36,652 shares; 2024Q4: 37,450 shares; 2025Q1: 39,130 shares; 2025Q2: 40,809 shares; 2025Q3: 38,736 shares; 2025Q4: 37,895 shares; 2026Q1: 39,320 shares; 2026Q2: 38,052 shares 38,052 $6.31M 0.31% -1,268 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: 134,847 shares; 2024Q4: 130,402 shares; 2025Q1: 135,887 shares; 2025Q2: 141,383 shares; 2025Q3: 147,223 shares; 2025Q4: 140,426 shares; 2026Q1: 144,898 shares; 2026Q2: 145,361 shares 145,361 $6.15M 0.3% +463 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: 11,088 shares; 2024Q4: 11,907 shares; 2025Q1: 12,588 shares; 2025Q2: 12,779 shares; 2025Q3: 13,474 shares; 2025Q4: 13,892 shares; 2026Q1: 15,689 shares; 2026Q2: 16,088 shares 16,088 $6.08M 0.3% +399 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: 85,748 shares; 2024Q4: 90,180 shares; 2025Q1: 83,854 shares; 2025Q2: 86,993 shares; 2025Q3: 85,696 shares; 2025Q4: 83,357 shares; 2026Q1: 80,307 shares; 2026Q2: 78,660 shares 78,660 $6.07M 0.3% -1,647 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: 78,318 shares; 2024Q4: 70,974 shares; 2025Q1: 70,502 shares; 2025Q2: 72,201 shares; 2025Q3: 72,212 shares; 2025Q4: 71,333 shares; 2026Q1: 72,617 shares; 2026Q2: 73,177 shares 73,177 $5.95M 0.29% +560 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: 8,785 shares; 2024Q4: 8,591 shares; 2025Q1: 8,175 shares; 2025Q2: 8,040 shares; 2025Q3: 8,008 shares; 2025Q4: 7,905 shares; 2026Q1: 8,598 shares; 2026Q2: 8,597 shares 8,597 $5.9M 0.29% -1 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,054 shares; 2024Q4: 29,194 shares; 2025Q1: 33,494 shares; 2025Q2: 41,635 shares; 2025Q3: 45,474 shares; 2025Q4: 87,944 shares; 2026Q1: 89,886 shares; 2026Q2: 116,389 shares 116,389 $5.89M 0.29% +26,503 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: 57,160 shares; 2024Q4: 56,566 shares; 2025Q1: 54,938 shares; 2025Q2: 53,802 shares; 2025Q3: 53,529 shares; 2025Q4: 52,579 shares; 2026Q1: 48,211 shares; 2026Q2: 48,642 shares 48,642 $5.7M 0.28% +431 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: 35,881 shares; 2024Q4: 35,468 shares; 2025Q1: 37,007 shares; 2025Q2: 37,265 shares; 2025Q3: 38,674 shares; 2025Q4: 39,616 shares; 2026Q1: 37,324 shares; 2026Q2: 38,391 shares 38,391 $5.63M 0.28% +1,067 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: 15,602 shares; 2024Q4: 15,249 shares; 2025Q1: 15,237 shares; 2025Q2: 15,673 shares; 2025Q3: 16,191 shares; 2025Q4: 16,176 shares; 2026Q1: 16,504 shares; 2026Q2: 16,387 shares 16,387 $5.62M 0.27% -117 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: 26,964 shares; 2024Q4: 26,402 shares; 2025Q1: 26,814 shares; 2025Q2: 28,553 shares; 2025Q3: 29,016 shares; 2025Q4: 28,337 shares; 2026Q1: 29,101 shares; 2026Q2: 29,269 shares 29,269 $5.55M 0.27% +168 Timeline LEAD SIREN ETF TR More: the full row for SIREN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,632 shares; 2024Q4: 51,171 shares; 2025Q1: 56,682 shares; 2025Q2: 58,625 shares; 2025Q3: 59,050 shares; 2025Q4: 58,250 shares; 2026Q1: 56,846 shares; 2026Q2: 58,625 shares 58,625 $5.37M 0.26% +1,779 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: 5,234 shares; 2024Q4: 5,332 shares; 2025Q1: 5,355 shares; 2025Q2: 5,455 shares; 2025Q3: 5,393 shares; 2025Q4: 5,553 shares; 2026Q1: 5,502 shares; 2026Q2: 44,805 shares 44,805 $5.36M 0.26% +39,303 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,711 shares; 2024Q4: 54,096 shares; 2025Q1: 55,506 shares; 2025Q2: 58,180 shares; 2025Q3: 57,564 shares; 2025Q4: 57,393 shares; 2026Q1: 56,326 shares; 2026Q2: 55,814 shares 55,814 $5.11M 0.25% -512 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,779 shares; 2024Q4: 34,881 shares; 2025Q1: 36,836 shares; 2025Q2: 38,981 shares; 2025Q3: 33,812 shares; 2025Q4: 24,106 shares; 2026Q1: 48,524 shares; 2026Q2: 49,096 shares 49,096 $4.95M 0.24% +572 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: 14,902 shares; 2024Q4: 14,751 shares; 2025Q1: 14,796 shares; 2025Q2: 13,744 shares; 2025Q3: 14,478 shares; 2025Q4: 14,393 shares; 2026Q1: 14,456 shares; 2026Q2: 17,801 shares 17,801 $4.81M 0.24% +3,345 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: 35,918 shares; 2024Q4: 39,518 shares; 2025Q1: 42,744 shares; 2025Q2: 51,363 shares; 2025Q3: 52,889 shares; 2025Q4: 55,868 shares; 2026Q1: 62,090 shares; 2026Q2: 70,343 shares 70,343 $4.75M 0.23% +8,253 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: 20,749 shares; 2024Q4: 20,648 shares; 2025Q1: 20,599 shares; 2025Q2: 20,957 shares; 2025Q3: 20,931 shares; 2025Q4: 21,383 shares; 2026Q1: 20,845 shares; 2026Q2: 21,294 shares 21,294 $4.75M 0.23% +449 Timeline BTT BLACKROCK MUN TARGET TERM TR More: the full row for BLACKROCK MUN TARGET TERM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 196,689 shares; 2024Q4: 203,179 shares; 2025Q1: 215,992 shares; 2025Q2: 204,516 shares; 2025Q3: 203,393 shares; 2025Q4: 204,180 shares; 2026Q1: 204,947 shares; 2026Q2: 208,040 shares 208,040 $4.73M 0.23% +3,093 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,050 shares; 2024Q4: 19,683 shares; 2025Q1: 24,274 shares; 2025Q2: 38,570 shares; 2025Q3: 42,243 shares; 2025Q4: 46,967 shares; 2026Q1: 52,248 shares; 2026Q2: 55,354 shares 55,354 $4.56M 0.22% +3,106 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: 10,745 shares; 2024Q4: 11,208 shares; 2025Q1: 11,324 shares; 2025Q2: 12,117 shares; 2025Q3: 13,345 shares; 2025Q4: 12,986 shares; 2026Q1: 12,712 shares; 2026Q2: 12,553 shares 12,553 $4.55M 0.22% -159 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,194 shares; 2024Q4: 28,562 shares; 2025Q1: 33,342 shares; 2025Q2: 36,004 shares; 2025Q3: 38,066 shares; 2025Q4: 34,753 shares; 2026Q1: 34,173 shares; 2026Q2: 33,678 shares 33,678 $4.4M 0.22% -495 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: 15,775 shares; 2024Q4: 15,252 shares; 2025Q1: 15,876 shares; 2025Q2: 16,593 shares; 2025Q3: 16,866 shares; 2025Q4: 17,042 shares; 2026Q1: 18,037 shares; 2026Q2: 16,686 shares 16,686 $4.35M 0.21% -1,351 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: 12,714 shares; 2024Q4: 12,827 shares; 2025Q1: 14,821 shares; 2025Q2: 14,815 shares; 2025Q3: 14,740 shares; 2025Q4: 15,510 shares; 2026Q1: 17,321 shares; 2026Q2: 18,355 shares 18,355 $4.34M 0.21% +1,034 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: 6,937 shares; 2024Q4: 7,233 shares; 2025Q1: 7,949 shares; 2025Q2: 8,013 shares; 2025Q3: 8,238 shares; 2025Q4: 8,499 shares; 2026Q1: 8,679 shares; 2026Q2: 8,489 shares 8,489 $4.32M 0.21% -190 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,088 shares; 2024Q4: 1,711 shares; 2025Q1: 1,890 shares; 2025Q2: 2,152 shares; 2025Q3: 2,400 shares; 2025Q4: 2,373 shares; 2026Q1: 2,381 shares; 2026Q2: 2,167 shares 2,167 $4.31M 0.21% -214 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: 6,287 shares; 2024Q4: 6,594 shares; 2025Q1: 6,736 shares; 2025Q2: 7,222 shares; 2025Q3: 7,232 shares; 2025Q4: 7,091 shares; 2026Q1: 7,191 shares; 2026Q2: 8,329 shares 8,329 $4.28M 0.21% +1,138 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: 45,528 shares; 2024Q4: 49,629 shares; 2025Q1: 53,007 shares; 2025Q2: 61,914 shares; 2025Q3: 64,519 shares; 2025Q4: 65,905 shares; 2026Q1: 71,536 shares; 2026Q2: 74,053 shares 74,053 $4.27M 0.21% +2,517 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: 12,984 shares; 2024Q4: 17,805 shares; 2025Q1: 32,274 shares; 2025Q2: 34,256 shares; 2025Q3: 41,211 shares; 2025Q4: 51,209 shares; 2026Q1: 79,696 shares; 2026Q2: 83,700 shares 83,700 $4.24M 0.21% +4,004 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: 42,874 shares; 2024Q4: 43,412 shares; 2025Q1: 45,298 shares; 2025Q2: 48,169 shares; 2025Q3: 48,245 shares; 2025Q4: 47,598 shares; 2026Q1: 48,174 shares; 2026Q2: 48,252 shares 48,252 $4.24M 0.21% +78 Timeline CBU COMMUNITY FINANCIAL SYSTEM I More: the full row for COMMUNITY FINANCIAL SYSTEM I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 104,381 shares; 2024Q4: 104,617 shares; 2025Q1: 80,150 shares; 2025Q2: 206,003 shares; 2025Q3: 70,090 shares; 2025Q4: 69,789 shares; 2026Q1: 62,908 shares; 2026Q2: 62,978 shares 62,978 $4.23M 0.21% +70 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: 36,959 shares; 2024Q4: 37,320 shares; 2025Q1: 44,681 shares; 2025Q2: 46,572 shares; 2025Q3: 69,610 shares; 2025Q4: 79,646 shares; 2026Q1: 85,521 shares; 2026Q2: 112,322 shares 112,322 $4.21M 0.21% +26,801 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,833 shares; 2024Q4: 6,483 shares; 2025Q1: 8,981 shares; 2025Q2: 9,196 shares; 2025Q3: 8,626 shares; 2025Q4: 8,134 shares; 2026Q1: 8,160 shares; 2026Q2: 7,142 shares 7,142 $4.15M 0.2% -1,018 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: 24,406 shares; 2024Q4: 30,743 shares; 2025Q1: 25,818 shares; 2025Q2: 27,479 shares; 2025Q3: 28,094 shares; 2025Q4: 27,365 shares; 2026Q1: 27,678 shares; 2026Q2: 27,824 shares 27,824 $4.13M 0.2% +146 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: 19,787 shares; 2024Q4: 20,021 shares; 2025Q1: 20,359 shares; 2025Q2: 20,126 shares; 2025Q3: 19,805 shares; 2025Q4: 19,758 shares; 2026Q1: 19,363 shares; 2026Q2: 19,129 shares 19,129 $4.07M 0.2% -234 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: 13,199 shares; 2024Q4: 13,268 shares; 2025Q1: 13,379 shares; 2025Q2: 14,808 shares; 2025Q3: 14,816 shares; 2025Q4: 14,222 shares; 2026Q1: 13,778 shares; 2026Q2: 13,629 shares 13,629 $4.06M 0.2% -149 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: 52,673 shares; 2024Q4: 54,484 shares; 2025Q1: 55,668 shares; 2025Q2: 58,761 shares; 2025Q3: 63,485 shares; 2025Q4: 70,421 shares; 2026Q1: 70,478 shares; 2026Q2: 74,919 shares 74,919 $4.05M 0.2% +4,441 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: 18,172 shares; 2024Q4: 18,824 shares; 2025Q1: 15,076 shares; 2025Q2: 15,286 shares; 2025Q3: 15,438 shares; 2025Q4: 22,185 shares; 2026Q1: 24,093 shares; 2026Q2: 25,256 shares 25,256 $4.01M 0.2% +1,163 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: 5,778 shares; 2024Q4: 5,992 shares; 2025Q1: 5,843 shares; 2025Q2: 5,780 shares; 2025Q3: 5,770 shares; 2025Q4: 6,134 shares; 2026Q1: 6,230 shares; 2026Q2: 6,272 shares 6,272 $3.98M 0.19% +42 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: 46,741 shares; 2024Q4: 49,603 shares; 2025Q1: 45,301 shares; 2025Q2: 48,244 shares; 2025Q3: not reported; 2025Q4: 49,413 shares; 2026Q1: 49,963 shares; 2026Q2: 48,559 shares 48,559 $3.86M 0.19% -1,404 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: 18,020 shares; 2024Q4: 18,411 shares; 2025Q1: 19,029 shares; 2025Q2: 20,597 shares; 2025Q3: 20,751 shares; 2025Q4: 21,290 shares; 2026Q1: 22,061 shares; 2026Q2: 20,758 shares 20,758 $3.84M 0.19% -1,303 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: 13,503 shares; 2024Q4: 13,544 shares; 2025Q1: 12,524 shares; 2025Q2: 12,427 shares; 2025Q3: 11,414 shares; 2025Q4: 11,288 shares; 2026Q1: 11,221 shares; 2026Q2: 11,237 shares 11,237 $3.8M 0.19% +16 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: 34,761 shares; 2024Q4: 37,748 shares; 2025Q1: 54,221 shares; 2025Q2: 68,327 shares; 2025Q3: 65,058 shares; 2025Q4: 77,115 shares; 2026Q1: 79,932 shares; 2026Q2: 76,981 shares 76,981 $3.79M 0.19% -2,951 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: 110,944 shares; 2024Q4: 114,349 shares; 2025Q1: 113,968 shares; 2025Q2: 116,719 shares; 2025Q3: 115,946 shares; 2025Q4: 106,276 shares; 2026Q1: 103,322 shares; 2026Q2: 103,973 shares 103,973 $3.78M 0.18% +651 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: 67,376 shares; 2024Q4: 68,617 shares; 2025Q1: 70,985 shares; 2025Q2: 75,766 shares; 2025Q3: 76,718 shares; 2025Q4: 79,825 shares; 2026Q1: 83,592 shares; 2026Q2: 82,207 shares 82,207 $3.76M 0.18% -1,385 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: 8,205 shares; 2024Q4: 9,116 shares; 2025Q1: 8,352 shares; 2025Q2: 8,996 shares; 2025Q3: 8,759 shares; 2025Q4: 8,822 shares; 2026Q1: 9,316 shares; 2026Q2: 8,918 shares 8,918 $3.75M 0.18% -398 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 5 shares; 2026Q2: 5 shares 5 $3.74M 0.18% 0 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: 22,039 shares; 2024Q4: 21,556 shares; 2025Q1: 23,887 shares; 2025Q2: 24,394 shares; 2025Q3: 23,388 shares; 2025Q4: 23,648 shares; 2026Q1: 24,860 shares; 2026Q2: 25,538 shares 25,538 $3.74M 0.18% +678 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: 68,875 shares; 2024Q4: 65,782 shares; 2025Q1: 64,613 shares; 2025Q2: 66,439 shares; 2025Q3: 68,209 shares; 2025Q4: 66,385 shares; 2026Q1: 65,891 shares; 2026Q2: 64,849 shares 64,849 $3.74M 0.18% -1,042 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: 3,139 shares; 2024Q4: 3,169 shares; 2025Q1: 3,182 shares; 2025Q2: 3,517 shares; 2025Q3: 3,698 shares; 2025Q4: 3,866 shares; 2026Q1: 4,026 shares; 2026Q2: 3,982 shares 3,982 $3.72M 0.18% -44 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: 26,103 shares; 2024Q4: 27,433 shares; 2025Q1: 29,296 shares; 2025Q2: 30,948 shares; 2025Q3: 32,630 shares; 2025Q4: 36,504 shares; 2026Q1: 36,707 shares; 2026Q2: 39,383 shares 39,383 $3.72M 0.18% +2,676 Timeline JPEM 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: 28,223 shares; 2024Q4: 32,473 shares; 2025Q1: 37,074 shares; 2025Q2: 44,451 shares; 2025Q3: 46,445 shares; 2025Q4: 48,257 shares; 2026Q1: 54,393 shares; 2026Q2: 59,240 shares 59,240 $3.72M 0.18% +4,847 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: 6,695 shares; 2024Q4: 6,583 shares; 2025Q1: 7,633 shares; 2025Q2: 8,230 shares; 2025Q3: 8,360 shares; 2025Q4: 8,422 shares; 2026Q1: 8,376 shares; 2026Q2: 8,571 shares 8,571 $3.65M 0.18% +195 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: 8,183 shares; 2024Q4: 8,374 shares; 2025Q1: 8,752 shares; 2025Q2: 9,265 shares; 2025Q3: 9,309 shares; 2025Q4: 9,336 shares; 2026Q1: 9,572 shares; 2026Q2: 10,223 shares 10,223 $3.61M 0.18% +651 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,548 shares; 2024Q4: 28,072 shares; 2025Q1: 30,829 shares; 2025Q2: 31,169 shares; 2025Q3: 32,863 shares; 2025Q4: 33,791 shares; 2026Q1: 34,381 shares; 2026Q2: 34,434 shares 34,434 $3.58M 0.18% +53 Timeline JPIB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,887 shares; 2024Q4: 32,777 shares; 2025Q1: 35,473 shares; 2025Q2: 40,360 shares; 2025Q3: 51,278 shares; 2025Q4: 54,725 shares; 2026Q1: 62,972 shares; 2026Q2: 71,463 shares 71,463 $3.46M 0.17% +8,491 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: 37,661 shares; 2024Q4: 34,016 shares; 2025Q1: 34,580 shares; 2025Q2: 35,012 shares; 2025Q3: 34,549 shares; 2025Q4: 35,151 shares; 2026Q1: 35,673 shares; 2026Q2: 35,733 shares 35,733 $3.44M 0.17% +60 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: 23,899 shares; 2024Q4: 23,818 shares; 2025Q1: 24,292 shares; 2025Q2: 25,153 shares; 2025Q3: 24,959 shares; 2025Q4: 24,973 shares; 2026Q1: 24,006 shares; 2026Q2: 24,006 shares 24,006 $3.44M 0.17% 0 Timeline PSEP 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: 80,440 shares; 2024Q4: 80,400 shares; 2025Q1: 75,052 shares; 2025Q2: 75,052 shares; 2025Q3: 74,442 shares; 2025Q4: 72,842 shares; 2026Q1: 72,842 shares; 2026Q2: 72,842 shares 72,842 $3.35M 0.16% 0 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: 13,826 shares; 2024Q4: 14,169 shares; 2025Q1: 14,177 shares; 2025Q2: 14,192 shares; 2025Q3: 14,269 shares; 2025Q4: 14,473 shares; 2026Q1: 14,439 shares; 2026Q2: 15,372 shares 15,372 $3.35M 0.16% +933 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,163 shares; 2024Q4: 21,917 shares; 2025Q1: 23,850 shares; 2025Q2: 24,803 shares; 2025Q3: 25,794 shares; 2025Q4: 28,330 shares; 2026Q1: 28,684 shares; 2026Q2: 30,546 shares 30,546 $3.33M 0.16% +1,862 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: 16,051 shares; 2024Q4: 19,313 shares; 2025Q1: 18,213 shares; 2025Q2: 18,028 shares; 2025Q3: 18,505 shares; 2025Q4: 18,015 shares; 2026Q1: 18,260 shares; 2026Q2: 18,046 shares 18,046 $3.26M 0.16% -214 Timeline BBUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,843 shares; 2024Q4: 33,948 shares; 2025Q1: 20,303 shares; 2025Q2: 25,578 shares; 2025Q3: 21,776 shares; 2025Q4: 21,343 shares; 2026Q1: 22,653 shares; 2026Q2: 24,145 shares 24,145 $3.25M 0.16% +1,492 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: 2,958 shares; 2025Q1: 4,156 shares; 2025Q2: 4,070 shares; 2025Q3: 4,141 shares; 2025Q4: 3,886 shares; 2026Q1: 8,211 shares; 2026Q2: 7,534 shares 7,534 $3.25M 0.16% -677 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: 5,830 shares; 2024Q4: 5,833 shares; 2025Q1: 6,042 shares; 2025Q2: 6,762 shares; 2025Q3: 6,860 shares; 2025Q4: 6,796 shares; 2026Q1: 6,813 shares; 2026Q2: 6,780 shares 6,780 $3.24M 0.16% -33 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: 124,002 shares; 2024Q4: 124,916 shares; 2025Q1: 129,201 shares; 2025Q2: 133,872 shares; 2025Q3: 136,109 shares; 2025Q4: 132,197 shares; 2026Q1: 135,676 shares; 2026Q2: 133,653 shares 133,653 $3.22M 0.16% -2,023 Timeline FENY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 112,683 shares; 2024Q4: 111,416 shares; 2025Q1: 107,436 shares; 2025Q2: 108,231 shares; 2025Q3: 106,236 shares; 2025Q4: 106,167 shares; 2026Q1: 106,107 shares; 2026Q2: 106,348 shares 106,348 $3.14M 0.15% +241 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: 15,209 shares; 2024Q4: 15,286 shares; 2025Q1: 18,728 shares; 2025Q2: 19,581 shares; 2025Q3: 20,167 shares; 2025Q4: 16,658 shares; 2026Q1: 16,908 shares; 2026Q2: 16,958 shares 16,958 $3.14M 0.15% +50 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: 21,865 shares; 2024Q4: 21,675 shares; 2025Q1: 21,570 shares; 2025Q2: 22,386 shares; 2025Q3: 22,107 shares; 2025Q4: 21,690 shares; 2026Q1: 22,648 shares; 2026Q2: 22,422 shares 22,422 $3.14M 0.15% -226 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: 18,363 shares; 2024Q4: 18,797 shares; 2025Q1: 19,200 shares; 2025Q2: 24,407 shares; 2025Q3: 27,113 shares; 2025Q4: 29,265 shares; 2026Q1: 29,408 shares; 2026Q2: 32,403 shares 32,403 $3.13M 0.15% +2,995 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,276 shares; 2024Q4: 7,570 shares; 2025Q1: 9,483 shares; 2025Q2: 11,716 shares; 2025Q3: 11,882 shares; 2025Q4: 12,342 shares; 2026Q1: 12,455 shares; 2026Q2: 12,454 shares 12,454 $3.07M 0.15% -1 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: 19,505 shares; 2024Q4: 20,320 shares; 2025Q1: 20,909 shares; 2025Q2: 19,566 shares; 2025Q3: 19,136 shares; 2025Q4: 19,209 shares; 2026Q1: 19,083 shares; 2026Q2: 18,825 shares 18,825 $3.05M 0.15% -258 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: 10,724 shares; 2024Q4: 10,869 shares; 2025Q1: 9,235 shares; 2025Q2: 9,118 shares; 2025Q3: 9,571 shares; 2025Q4: 10,493 shares; 2026Q1: 10,054 shares; 2026Q2: 10,090 shares 10,090 $2.96M 0.14% +36 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: 7,467 shares; 2024Q4: 7,589 shares; 2025Q1: 8,078 shares; 2025Q2: 8,280 shares; 2025Q3: 8,240 shares; 2025Q4: 8,265 shares; 2026Q1: 8,590 shares; 2026Q2: 8,342 shares 8,342 $2.96M 0.14% -248 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: 33,973 shares; 2024Q4: 28,938 shares; 2025Q1: 30,255 shares; 2025Q2: 29,147 shares; 2025Q3: 28,875 shares; 2025Q4: 28,912 shares; 2026Q1: 28,733 shares; 2026Q2: 28,525 shares 28,525 $2.95M 0.14% -208 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: 27,112 shares; 2024Q4: 27,070 shares; 2025Q1: 23,146 shares; 2025Q2: 23,133 shares; 2025Q3: 23,179 shares; 2025Q4: 23,177 shares; 2026Q1: 23,498 shares; 2026Q2: 23,324 shares 23,324 $2.95M 0.14% -174 Timeline AVIV 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: 14,139 shares; 2024Q4: 17,636 shares; 2025Q1: 20,762 shares; 2025Q2: 23,121 shares; 2025Q3: 25,199 shares; 2025Q4: 30,509 shares; 2026Q1: 35,069 shares; 2026Q2: 37,913 shares 37,913 $2.94M 0.14% +2,844 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: 8,022 shares; 2024Q4: 8,041 shares; 2025Q1: 8,400 shares; 2025Q2: 8,603 shares; 2025Q3: 8,407 shares; 2025Q4: 8,461 shares; 2026Q1: 8,697 shares; 2026Q2: 8,885 shares 8,885 $2.93M 0.14% +188 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: 22,884 shares; 2024Q4: 22,650 shares; 2025Q1: 22,749 shares; 2025Q2: 22,568 shares; 2025Q3: 23,609 shares; 2025Q4: 22,872 shares; 2026Q1: 24,654 shares; 2026Q2: 31,980 shares 31,980 $2.9M 0.14% +7,326 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: 9,334 shares; 2024Q4: 9,422 shares; 2025Q1: 9,645 shares; 2025Q2: 9,910 shares; 2025Q3: 10,243 shares; 2025Q4: 10,204 shares; 2026Q1: 10,492 shares; 2026Q2: 10,532 shares 10,532 $2.86M 0.14% +40 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: 36,415 shares; 2024Q4: 109,690 shares; 2025Q1: 106,037 shares; 2025Q2: 99,858 shares; 2025Q3: 99,354 shares; 2025Q4: 93,857 shares; 2026Q1: 90,366 shares; 2026Q2: 88,723 shares 88,723 $2.81M 0.14% -1,643 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: 22,214 shares; 2024Q4: 22,091 shares; 2025Q1: 22,700 shares; 2025Q2: 25,138 shares; 2025Q3: 28,647 shares; 2025Q4: 27,407 shares; 2026Q1: 26,048 shares; 2026Q2: 26,141 shares 26,141 $2.81M 0.14% +93 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,374 shares; 2024Q4: 67,767 shares; 2025Q1: 73,024 shares; 2025Q2: 78,019 shares; 2025Q3: 72,557 shares; 2025Q4: 71,475 shares; 2026Q1: 72,130 shares; 2026Q2: 73,144 shares 73,144 $2.8M 0.14% +1,014 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: 42,142 shares; 2024Q4: 48,656 shares; 2025Q1: 48,974 shares; 2025Q2: 55,803 shares; 2025Q3: 66,538 shares; 2025Q4: 70,129 shares; 2026Q1: 79,414 shares; 2026Q2: 92,690 shares 92,690 $2.78M 0.14% +13,276 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: 27,591 shares; 2024Q4: 27,737 shares; 2025Q1: 28,452 shares; 2025Q2: 28,620 shares; 2025Q3: 28,741 shares; 2025Q4: 28,880 shares; 2026Q1: 29,238 shares; 2026Q2: 28,766 shares 28,766 $2.75M 0.13% -472 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,297 shares; 2025Q4: 37,144 shares; 2026Q1: 44,988 shares; 2026Q2: 64,138 shares 64,138 $2.71M 0.13% +19,150 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,216 shares; 2024Q4: 8,257 shares; 2025Q1: 31,925 shares; 2025Q2: 48,440 shares; 2025Q3: 49,682 shares; 2025Q4: 53,574 shares; 2026Q1: 55,481 shares; 2026Q2: 62,774 shares 62,774 $2.71M 0.13% +7,293 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: 3,747 shares; 2024Q4: 3,769 shares; 2025Q1: 4,125 shares; 2025Q2: 6,049 shares; 2025Q3: 7,046 shares; 2025Q4: 6,572 shares; 2026Q1: 7,182 shares; 2026Q2: 6,425 shares 6,425 $2.67M 0.13% -757 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,634 shares; 2024Q4: 4,560 shares; 2025Q1: 4,781 shares; 2025Q2: 4,887 shares; 2025Q3: 5,550 shares; 2025Q4: 6,221 shares; 2026Q1: 7,857 shares; 2026Q2: 7,879 shares 7,879 $2.67M 0.13% +22 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,338 shares; 2024Q4: 10,249 shares; 2025Q1: 11,812 shares; 2025Q2: 12,693 shares; 2025Q3: 14,920 shares; 2025Q4: 18,938 shares; 2026Q1: 19,496 shares; 2026Q2: 22,620 shares 22,620 $2.66M 0.13% +3,124 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,887 shares; 2024Q4: 7,855 shares; 2025Q1: 7,956 shares; 2025Q2: 8,193 shares; 2025Q3: 8,265 shares; 2025Q4: 8,263 shares; 2026Q1: 8,333 shares; 2026Q2: 8,404 shares 8,404 $2.64M 0.13% +71 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: 9,934 shares; 2024Q4: 9,946 shares; 2025Q1: 9,390 shares; 2025Q2: 10,591 shares; 2025Q3: 10,710 shares; 2025Q4: 10,694 shares; 2026Q1: 11,421 shares; 2026Q2: 11,820 shares 11,820 $2.61M 0.13% +399 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,880 shares; 2024Q4: 1,913 shares; 2025Q1: 2,148 shares; 2025Q2: 2,090 shares; 2025Q3: 2,134 shares; 2025Q4: 2,157 shares; 2026Q1: 2,251 shares; 2026Q2: 2,246 shares 2,246 $2.54M 0.12% -5 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,111 shares; 2024Q4: 12,232 shares; 2025Q1: 13,189 shares; 2025Q2: 14,022 shares; 2025Q3: 14,342 shares; 2025Q4: 14,418 shares; 2026Q1: 14,423 shares; 2026Q2: 14,534 shares 14,534 $2.46M 0.12% +111 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,500 shares; 2024Q4: 4,759 shares; 2025Q1: 6,045 shares; 2025Q2: 6,846 shares; 2025Q3: 8,477 shares; 2025Q4: 9,365 shares; 2026Q1: 11,921 shares; 2026Q2: 12,010 shares 12,010 $2.46M 0.12% +89 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,125 shares; 2024Q4: 42,800 shares; 2025Q1: 46,203 shares; 2025Q2: 51,640 shares; 2025Q3: 63,697 shares; 2025Q4: 67,722 shares; 2026Q1: 77,012 shares; 2026Q2: 86,652 shares 86,652 $2.46M 0.12% +9,640 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,364 shares; 2024Q4: 18,296 shares; 2025Q1: 18,711 shares; 2025Q2: 18,823 shares; 2025Q3: 18,607 shares; 2025Q4: 18,540 shares; 2026Q1: 18,694 shares; 2026Q2: 18,629 shares 18,629 $2.45M 0.12% -65 Timeline PDEC 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: 64,116 shares; 2024Q4: 64,116 shares; 2025Q1: 64,116 shares; 2025Q2: 62,916 shares; 2025Q3: 62,916 shares; 2025Q4: 62,916 shares; 2026Q1: 54,066 shares; 2026Q2: 52,956 shares 52,956 $2.43M 0.12% -1,110 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,648 shares; 2024Q4: 33,395 shares; 2025Q1: 33,439 shares; 2025Q2: 32,962 shares; 2025Q3: 32,905 shares; 2025Q4: 31,499 shares; 2026Q1: 31,376 shares; 2026Q2: 31,502 shares 31,502 $2.43M 0.12% +126 Timeline CGMS 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: 18,123 shares; 2024Q4: 17,581 shares; 2025Q1: 77,466 shares; 2025Q2: 78,638 shares; 2025Q3: 79,816 shares; 2025Q4: 84,998 shares; 2026Q1: 85,923 shares; 2026Q2: 87,259 shares 87,259 $2.38M 0.12% +1,336 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,653 shares; 2024Q4: 3,753 shares; 2025Q1: 3,798 shares; 2025Q2: 3,813 shares; 2025Q3: 3,818 shares; 2025Q4: 3,823 shares; 2026Q1: 3,813 shares; 2026Q2: 6,393 shares 6,393 $2.37M 0.12% +2,580 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: 37,137 shares; 2024Q4: 37,936 shares; 2025Q1: 47,417 shares; 2025Q2: 49,690 shares; 2025Q3: 52,025 shares; 2025Q4: 42,078 shares; 2026Q1: 42,944 shares; 2026Q2: 44,081 shares 44,081 $2.36M 0.12% +1,137 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,555 shares; 2024Q4: 9,624 shares; 2025Q1: 10,138 shares; 2025Q2: 10,215 shares; 2025Q3: 10,427 shares; 2025Q4: 10,593 shares; 2026Q1: 11,086 shares; 2026Q2: 11,399 shares 11,399 $2.35M 0.11% +313 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: 4,023 shares; 2024Q4: 4,080 shares; 2025Q1: 4,048 shares; 2025Q2: 4,520 shares; 2025Q3: 4,634 shares; 2025Q4: 4,592 shares; 2026Q1: 4,576 shares; 2026Q2: 4,663 shares 4,663 $2.34M 0.11% +87 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: 1,684 shares; 2024Q4: 3,546 shares; 2025Q1: 3,707 shares; 2025Q2: 4,215 shares; 2025Q3: 4,488 shares; 2025Q4: 4,857 shares; 2026Q1: 6,233 shares; 2026Q2: 6,780 shares 6,780 $2.31M 0.11% +547 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: 8,485 shares; 2024Q4: 8,496 shares; 2025Q1: 8,483 shares; 2025Q2: 8,696 shares; 2025Q3: 8,728 shares; 2025Q4: 8,559 shares; 2026Q1: 8,410 shares; 2026Q2: 8,436 shares 8,436 $2.28M 0.11% +26 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: 11,095 shares; 2024Q4: 10,820 shares; 2025Q1: 10,887 shares; 2025Q2: 11,928 shares; 2025Q3: 11,805 shares; 2025Q4: 10,606 shares; 2026Q1: 9,853 shares; 2026Q2: 8,792 shares 8,792 $2.25M 0.11% -1,061 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: 31,136 shares; 2024Q4: 30,991 shares; 2025Q1: 30,521 shares; 2025Q2: 30,597 shares; 2025Q3: 30,672 shares; 2025Q4: 31,973 shares; 2026Q1: 30,733 shares; 2026Q2: 28,175 shares 28,175 $2.23M 0.11% -2,558 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,118 shares; 2024Q4: 39,522 shares; 2025Q1: 43,356 shares; 2025Q2: 46,686 shares; 2025Q3: 46,932 shares; 2025Q4: 46,968 shares; 2026Q1: 47,022 shares; 2026Q2: 46,786 shares 46,786 $2.22M 0.11% -236 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: 10,300 shares; 2024Q4: 11,583 shares; 2025Q1: 10,796 shares; 2025Q2: 12,132 shares; 2025Q3: 12,882 shares; 2025Q4: 15,468 shares; 2026Q1: 17,012 shares; 2026Q2: 17,787 shares 17,787 $2.22M 0.11% +775 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: 103,391 shares; 2024Q4: 102,621 shares; 2025Q1: 98,590 shares; 2025Q2: 104,183 shares; 2025Q3: 103,730 shares; 2025Q4: 102,625 shares; 2026Q1: 104,301 shares; 2026Q2: 103,858 shares 103,858 $2.15M 0.11% -443 Timeline SMDV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,879 shares; 2024Q4: 29,829 shares; 2025Q1: 28,633 shares; 2025Q2: 28,411 shares; 2025Q3: 28,353 shares; 2025Q4: 27,774 shares; 2026Q1: 27,775 shares; 2026Q2: 27,854 shares 27,854 $2.15M 0.1% +79 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,095 shares; 2024Q4: 24,379 shares; 2025Q1: 24,713 shares; 2025Q2: 25,510 shares; 2025Q3: 25,709 shares; 2025Q4: 25,063 shares; 2026Q1: 25,279 shares; 2026Q2: 25,636 shares 25,636 $2.14M 0.1% +357 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,512 shares; 2024Q4: 52,688 shares; 2025Q1: 56,191 shares; 2025Q2: 58,145 shares; 2025Q3: 56,399 shares; 2025Q4: 55,973 shares; 2026Q1: 56,201 shares; 2026Q2: 54,023 shares 54,023 $2.13M 0.1% -2,178 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,962 shares; 2024Q4: 2,929 shares; 2025Q1: 2,934 shares; 2025Q2: 8,466 shares; 2025Q3: 8,220 shares; 2025Q4: 9,031 shares; 2026Q1: 10,088 shares; 2026Q2: 10,529 shares 10,529 $2.11M 0.1% +441 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: 40,049 shares; 2024Q4: 39,702 shares; 2025Q1: 39,843 shares; 2025Q2: 39,693 shares; 2025Q3: 39,809 shares; 2025Q4: 39,658 shares; 2026Q1: 39,271 shares; 2026Q2: 38,939 shares 38,939 $2.11M 0.1% -332 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,370 shares; 2024Q4: 41,022 shares; 2025Q1: 43,677 shares; 2025Q2: 50,116 shares; 2025Q3: 58,288 shares; 2025Q4: 61,368 shares; 2026Q1: 69,460 shares; 2026Q2: 80,093 shares 80,093 $2.1M 0.1% +10,633 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: 15,533 shares; 2024Q4: 16,340 shares; 2025Q1: 17,432 shares; 2025Q2: 24,341 shares; 2025Q3: 25,045 shares; 2025Q4: 24,440 shares; 2026Q1: 24,629 shares; 2026Q2: 25,183 shares 25,183 $2.09M 0.1% +554 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: 108,925 shares; 2024Q4: 110,679 shares; 2025Q1: 111,181 shares; 2025Q2: 112,094 shares; 2025Q3: 112,411 shares; 2025Q4: 109,422 shares; 2026Q1: 108,249 shares; 2026Q2: 108,561 shares 108,561 $2.08M 0.1% +312 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,111 shares; 2024Q4: 15,716 shares; 2025Q1: 15,749 shares; 2025Q2: 15,644 shares; 2025Q3: 11,888 shares; 2025Q4: 15,158 shares; 2026Q1: 18,434 shares; 2026Q2: 20,721 shares 20,721 $2.08M 0.1% +2,287 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: 16,785 shares; 2024Q4: 16,605 shares; 2025Q1: 10,604 shares; 2025Q2: 10,357 shares; 2025Q3: 10,013 shares; 2025Q4: 21,250 shares; 2026Q1: 23,742 shares; 2026Q2: 24,963 shares 24,963 $2.07M 0.1% +1,221 Timeline PJUL 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: 40,652 shares; 2024Q4: 40,652 shares; 2025Q1: 40,652 shares; 2025Q2: 41,688 shares; 2025Q3: 41,688 shares; 2025Q4: 41,688 shares; 2026Q1: 41,688 shares; 2026Q2: 41,688 shares 41,688 $2.03M 0.1% 0 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: 35,851 shares; 2024Q4: 36,315 shares; 2025Q1: 37,356 shares; 2025Q2: 39,829 shares; 2025Q3: 40,301 shares; 2025Q4: 40,400 shares; 2026Q1: 40,363 shares; 2026Q2: 40,830 shares 40,830 $2.03M 0.1% +467 Timeline SPIP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,551 shares; 2024Q4: 39,915 shares; 2025Q1: 40,795 shares; 2025Q2: 46,905 shares; 2025Q3: 56,226 shares; 2025Q4: 59,483 shares; 2026Q1: 67,620 shares; 2026Q2: 78,926 shares 78,926 $2.03M 0.1% +11,306 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: 10,743 shares; 2024Q4: 11,011 shares; 2025Q1: 11,828 shares; 2025Q2: 11,820 shares; 2025Q3: 11,678 shares; 2025Q4: 15,533 shares; 2026Q1: 17,610 shares; 2026Q2: 18,423 shares 18,423 $2.02M 0.1% +813 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: 2,040 shares; 2024Q4: 1,913 shares; 2025Q1: 2,042 shares; 2025Q2: 2,062 shares; 2025Q3: 1,919 shares; 2025Q4: 1,925 shares; 2026Q1: 1,980 shares; 2026Q2: 1,998 shares 1,998 $2.02M 0.1% +18 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: 52,117 shares; 2024Q4: 47,102 shares; 2025Q1: 52,890 shares; 2025Q2: 58,148 shares; 2025Q3: 73,534 shares; 2025Q4: 73,475 shares; 2026Q1: 88,811 shares; 2026Q2: 91,752 shares 91,752 $2.01M 0.1% +2,941 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: 1,572 shares; 2024Q4: 1,909 shares; 2025Q1: 3,214 shares; 2025Q2: 3,674 shares; 2025Q3: 4,730 shares; 2025Q4: 4,803 shares; 2026Q1: 5,714 shares; 2026Q2: 24,705 shares 24,705 $1.99M 0.1% +18,991 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,550 shares; 2024Q4: 3,552 shares; 2025Q1: 3,727 shares; 2025Q2: 3,859 shares; 2025Q3: 3,962 shares; 2025Q4: 4,009 shares; 2026Q1: 4,196 shares; 2026Q2: 4,333 shares 4,333 $1.99M 0.1% +137 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,741 shares; 2024Q4: 19,388 shares; 2025Q1: 19,264 shares; 2025Q2: 20,005 shares; 2025Q3: 19,704 shares; 2025Q4: 19,582 shares; 2026Q1: 19,951 shares; 2026Q2: 19,427 shares 19,427 $1.99M 0.1% -524 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,800 shares; 2024Q4: 6,764 shares; 2025Q1: 6,646 shares; 2025Q2: 6,596 shares; 2025Q3: 6,446 shares; 2025Q4: 6,221 shares; 2026Q1: 5,994 shares; 2026Q2: 5,915 shares 5,915 $1.98M 0.1% -79 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: 10,340 shares; 2024Q4: 11,076 shares; 2025Q1: 11,155 shares; 2025Q2: 11,612 shares; 2025Q3: 11,793 shares; 2025Q4: 11,594 shares; 2026Q1: 11,642 shares; 2026Q2: 11,655 shares 11,655 $1.97M 0.1% +13 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: 22,861 shares; 2024Q4: 26,167 shares; 2025Q1: 26,335 shares; 2025Q2: 26,430 shares; 2025Q3: 26,785 shares; 2025Q4: 26,933 shares; 2026Q1: 27,238 shares; 2026Q2: 27,220 shares 27,220 $1.96M 0.1% -18 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: 18,136 shares; 2024Q4: 20,210 shares; 2025Q1: 21,187 shares; 2025Q2: 21,898 shares; 2025Q3: 22,572 shares; 2025Q4: 22,769 shares; 2026Q1: 23,531 shares; 2026Q2: 23,920 shares 23,920 $1.94M 0.09% +389 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,944 shares; 2024Q4: 8,049 shares; 2025Q1: 8,136 shares; 2025Q2: 8,117 shares; 2025Q3: 8,152 shares; 2025Q4: 8,186 shares; 2026Q1: 8,123 shares; 2026Q2: 8,153 shares 8,153 $1.94M 0.09% +30 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,729 shares; 2024Q4: 5,507 shares; 2025Q1: 5,762 shares; 2025Q2: 5,536 shares; 2025Q3: 5,590 shares; 2025Q4: 5,545 shares; 2026Q1: 5,596 shares; 2026Q2: 5,694 shares 5,694 $1.94M 0.09% +98 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: 3,717 shares; 2024Q4: 3,689 shares; 2025Q1: 3,783 shares; 2025Q2: 3,728 shares; 2025Q3: 3,693 shares; 2025Q4: 3,804 shares; 2026Q1: 3,831 shares; 2026Q2: 3,638 shares 3,638 $1.89M 0.09% -193 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: 9,852 shares; 2024Q4: 9,592 shares; 2025Q1: 9,778 shares; 2025Q2: 12,079 shares; 2025Q3: 12,329 shares; 2025Q4: 11,862 shares; 2026Q1: 12,220 shares; 2026Q2: 12,335 shares 12,335 $1.87M 0.09% +115 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS 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: 11,407 shares; 2026Q1: 11,483 shares; 2026Q2: 11,362 shares 11,362 $1.86M 0.09% -121 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: 815 shares 815 $1.85M 0.09% new Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,970 shares; 2024Q4: 5,908 shares; 2025Q1: 6,200 shares; 2025Q2: 6,254 shares; 2025Q3: 6,781 shares; 2025Q4: 7,068 shares; 2026Q1: 8,099 shares; 2026Q2: 8,152 shares 8,152 $1.83M 0.09% +53 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: 2,784 shares; 2024Q4: 3,055 shares; 2025Q1: 3,505 shares; 2025Q2: 3,378 shares; 2025Q3: 3,414 shares; 2025Q4: 3,426 shares; 2026Q1: 3,448 shares; 2026Q2: 3,692 shares 3,692 $1.81M 0.09% +244 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: 12,387 shares; 2024Q4: 11,297 shares; 2025Q1: 10,298 shares; 2025Q2: 8,816 shares; 2025Q3: 8,886 shares; 2025Q4: 8,752 shares; 2026Q1: 8,452 shares; 2026Q2: 8,370 shares 8,370 $1.81M 0.09% -82 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,110 shares; 2024Q4: 9,166 shares; 2025Q1: 9,042 shares; 2025Q2: 9,208 shares; 2025Q3: 9,342 shares; 2025Q4: 9,319 shares; 2026Q1: 9,350 shares; 2026Q2: 9,493 shares 9,493 $1.81M 0.09% +143 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,388 shares; 2024Q4: 2,216 shares; 2025Q1: 2,271 shares; 2025Q2: 2,402 shares; 2025Q3: 2,186 shares; 2025Q4: 2,078 shares; 2026Q1: 2,256 shares; 2026Q2: 2,369 shares 2,369 $1.79M 0.09% +113 Timeline RAA ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES 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: 9,350 shares; 2026Q1: 30,698 shares; 2026Q2: 60,534 shares 60,534 $1.79M 0.09% +29,836 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,374 shares; 2024Q4: 17,412 shares; 2025Q1: 20,640 shares; 2025Q2: 22,798 shares; 2025Q3: 26,647 shares; 2025Q4: 13,046 shares; 2026Q1: 18,445 shares; 2026Q2: 18,427 shares 18,427 $1.78M 0.09% -18 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: 15,944 shares; 2024Q4: 16,930 shares; 2025Q1: 16,784 shares; 2025Q2: 15,917 shares; 2025Q3: 16,416 shares; 2025Q4: 32,112 shares; 2026Q1: 33,172 shares; 2026Q2: 33,260 shares 33,260 $1.77M 0.09% +88 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: 4,381 shares; 2024Q4: 4,265 shares; 2025Q1: 4,215 shares; 2025Q2: 5,965 shares; 2025Q3: 5,891 shares; 2025Q4: 6,031 shares; 2026Q1: 6,041 shares; 2026Q2: 7,103 shares 7,103 $1.76M 0.09% +1,062 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,114 shares; 2024Q4: 10,185 shares; 2025Q1: 10,218 shares; 2025Q2: 10,496 shares; 2025Q3: 10,233 shares; 2025Q4: 10,368 shares; 2026Q1: 10,134 shares; 2026Q2: 9,967 shares 9,967 $1.76M 0.09% -167 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: 9,557 shares; 2024Q4: 9,641 shares; 2025Q1: 11,566 shares; 2025Q2: 13,231 shares; 2025Q3: 13,016 shares; 2025Q4: 14,655 shares; 2026Q1: 14,695 shares; 2026Q2: 14,311 shares 14,311 $1.74M 0.08% -384 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,068 shares; 2024Q4: 45,327 shares; 2025Q1: 47,578 shares; 2025Q2: 48,356 shares; 2025Q3: 48,813 shares; 2025Q4: 49,148 shares; 2026Q1: 49,529 shares; 2026Q2: 50,242 shares 50,242 $1.74M 0.08% +713 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: 5,716 shares; 2024Q4: 5,638 shares; 2025Q1: 5,132 shares; 2025Q2: 4,842 shares; 2025Q3: 4,753 shares; 2025Q4: 4,694 shares; 2026Q1: 4,566 shares; 2026Q2: 4,631 shares 4,631 $1.73M 0.08% +65 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: 12,545 shares; 2024Q4: 12,409 shares; 2025Q1: 6,050 shares; 2025Q2: 6,008 shares; 2025Q3: 5,996 shares; 2025Q4: 31,306 shares; 2026Q1: 36,168 shares; 2026Q2: 38,161 shares 38,161 $1.73M 0.08% +1,993 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,456 shares; 2024Q4: 7,436 shares; 2025Q1: 13,355 shares; 2025Q2: 14,149 shares; 2025Q3: 16,875 shares; 2025Q4: 19,311 shares; 2026Q1: 32,901 shares; 2026Q2: 33,776 shares 33,776 $1.72M 0.08% +875 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,980 shares; 2026Q2: 20,980 shares 20,980 $1.72M 0.08% 0 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: 13,870 shares; 2024Q4: 13,575 shares; 2025Q1: 13,475 shares; 2025Q2: 13,723 shares; 2025Q3: 13,446 shares; 2025Q4: 13,320 shares; 2026Q1: 13,372 shares; 2026Q2: 13,478 shares 13,478 $1.71M 0.08% +106 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: 19,286 shares; 2025Q3: 20,441 shares; 2025Q4: 29,343 shares; 2026Q1: 32,806 shares; 2026Q2: 37,947 shares 37,947 $1.69M 0.08% +5,141 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,450 shares; 2024Q4: 52,596 shares; 2025Q1: 52,835 shares; 2025Q2: 53,068 shares; 2025Q3: 53,287 shares; 2025Q4: 53,524 shares; 2026Q1: 53,740 shares; 2026Q2: 53,944 shares 53,944 $1.68M 0.08% +204 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,181 shares; 2024Q4: 6,082 shares; 2025Q1: 6,241 shares; 2025Q2: 7,102 shares; 2025Q3: 8,984 shares; 2025Q4: 9,142 shares; 2026Q1: 11,356 shares; 2026Q2: 10,635 shares 10,635 $1.67M 0.08% -721 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,896 shares; 2024Q4: 13,735 shares; 2025Q1: 14,038 shares; 2025Q2: 15,285 shares; 2025Q3: 16,001 shares; 2025Q4: 16,387 shares; 2026Q1: 18,388 shares; 2026Q2: 18,095 shares 18,095 $1.63M 0.08% -293 Timeline POCT 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: 92,989 shares; 2024Q4: 92,989 shares; 2025Q1: 70,199 shares; 2025Q2: 35,675 shares; 2025Q3: 34,959 shares; 2025Q4: 34,959 shares; 2026Q1: 34,959 shares; 2026Q2: 34,959 shares 34,959 $1.62M 0.08% 0 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: 4,441 shares; 2024Q4: 4,443 shares; 2025Q1: 4,068 shares; 2025Q2: 4,018 shares; 2025Q3: 4,019 shares; 2025Q4: 4,020 shares; 2026Q1: 3,323 shares; 2026Q2: 13,046 shares 13,046 $1.62M 0.08% +9,723 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,102 shares; 2024Q4: 13,288 shares; 2025Q1: 13,420 shares; 2025Q2: 13,595 shares; 2025Q3: 13,285 shares; 2025Q4: 13,311 shares; 2026Q1: 13,655 shares; 2026Q2: 13,157 shares 13,157 $1.62M 0.08% -498 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,815 shares; 2024Q4: 3,947 shares; 2025Q1: 6,011 shares; 2025Q2: 7,963 shares; 2025Q3: 8,125 shares; 2025Q4: 7,836 shares; 2026Q1: 7,649 shares; 2026Q2: 7,462 shares 7,462 $1.61M 0.08% -187 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,442 shares; 2024Q4: 28,230 shares; 2025Q1: 28,505 shares; 2025Q2: 28,839 shares; 2025Q3: 28,745 shares; 2025Q4: 28,838 shares; 2026Q1: 28,794 shares; 2026Q2: 28,505 shares 28,505 $1.6M 0.08% -289 Timeline PNOV 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: 82,346 shares; 2024Q4: 80,521 shares; 2025Q1: 75,082 shares; 2025Q2: 67,582 shares; 2025Q3: 59,157 shares; 2025Q4: 50,289 shares; 2026Q1: 35,893 shares; 2026Q2: 35,893 shares 35,893 $1.59M 0.08% 0 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,676 shares; 2025Q3: 1,673 shares; 2025Q4: 1,675 shares; 2026Q1: 1,626 shares; 2026Q2: 1,645 shares 1,645 $1.59M 0.08% +19 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,874 shares; 2024Q4: 17,169 shares; 2025Q1: 17,826 shares; 2025Q2: 17,951 shares; 2025Q3: 18,109 shares; 2025Q4: 18,362 shares; 2026Q1: 18,722 shares; 2026Q2: 18,704 shares 18,704 $1.58M 0.08% -18 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: 17,726 shares; 2024Q4: 17,549 shares; 2025Q1: 17,584 shares; 2025Q2: 17,766 shares; 2025Q3: 18,333 shares; 2025Q4: 18,652 shares; 2026Q1: 18,969 shares; 2026Q2: 19,025 shares 19,025 $1.57M 0.08% +56 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: 9,132 shares; 2024Q4: 9,050 shares; 2025Q1: 9,487 shares; 2025Q2: 10,223 shares; 2025Q3: 10,669 shares; 2025Q4: 11,963 shares; 2026Q1: 13,109 shares; 2026Q2: 13,285 shares 13,285 $1.56M 0.08% +176 Timeline NOCT 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: 33,781 shares; 2024Q4: 33,781 shares; 2025Q1: 33,341 shares; 2025Q2: 33,341 shares; 2025Q3: 33,341 shares; 2025Q4: 32,816 shares; 2026Q1: 31,886 shares; 2026Q2: 24,886 shares 24,886 $1.56M 0.08% -7,000 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,553 shares; 2024Q4: 11,404 shares; 2025Q1: 12,388 shares; 2025Q2: 12,436 shares; 2025Q3: 12,546 shares; 2025Q4: 12,757 shares; 2026Q1: 12,442 shares; 2026Q2: 13,141 shares 13,141 $1.55M 0.08% +699 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: 9,282 shares; 2024Q4: 9,345 shares; 2025Q1: 9,008 shares; 2025Q2: 10,839 shares; 2025Q3: 11,278 shares; 2025Q4: 11,524 shares; 2026Q1: 12,737 shares; 2026Q2: 16,138 shares 16,138 $1.54M 0.08% +3,401 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,252 shares; 2024Q4: 6,353 shares; 2025Q1: 6,748 shares; 2025Q2: 8,685 shares; 2025Q3: 10,948 shares; 2025Q4: 11,136 shares; 2026Q1: 11,359 shares; 2026Q2: 11,021 shares 11,021 $1.53M 0.07% -338 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: 7,073 shares; 2024Q4: 7,138 shares; 2025Q1: 9,112 shares; 2025Q2: 9,155 shares; 2025Q3: 9,326 shares; 2025Q4: 13,277 shares; 2026Q1: 13,069 shares; 2026Q2: 13,024 shares 13,024 $1.53M 0.07% -45 Timeline AVES 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: 7,894 shares; 2024Q4: 9,794 shares; 2025Q1: 11,605 shares; 2025Q2: 12,970 shares; 2025Q3: 14,134 shares; 2025Q4: 17,599 shares; 2026Q1: 21,279 shares; 2026Q2: 23,070 shares 23,070 $1.51M 0.07% +1,791 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: 2,623 shares; 2024Q4: 3,076 shares; 2025Q1: 2,753 shares; 2025Q2: 2,743 shares; 2025Q3: 2,744 shares; 2025Q4: 2,769 shares; 2026Q1: 2,909 shares; 2026Q2: 17,534 shares 17,534 $1.51M 0.07% +14,625 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 841 shares; 2024Q4: 701 shares; 2025Q1: not reported; 2025Q2: 3,541 shares; 2025Q3: 3,543 shares; 2025Q4: 3,547 shares; 2026Q1: 3,701 shares; 2026Q2: 17,150 shares 17,150 $1.51M 0.07% +13,449 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: 6,986 shares; 2024Q4: 6,868 shares; 2025Q1: 8,027 shares; 2025Q2: 7,461 shares; 2025Q3: 7,568 shares; 2025Q4: 9,201 shares; 2026Q1: 9,759 shares; 2026Q2: 7,839 shares 7,839 $1.49M 0.07% -1,920 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,867 shares; 2024Q4: 2,867 shares; 2025Q1: 2,889 shares; 2025Q2: 3,352 shares; 2025Q3: 3,461 shares; 2025Q4: 3,446 shares; 2026Q1: 3,668 shares; 2026Q2: 3,626 shares 3,626 $1.48M 0.07% -42 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: 18,908 shares; 2024Q4: 18,565 shares; 2025Q1: 18,075 shares; 2025Q2: 17,512 shares; 2025Q3: 17,633 shares; 2025Q4: 17,107 shares; 2026Q1: 17,194 shares; 2026Q2: 18,807 shares 18,807 $1.47M 0.07% +1,613 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: 1,364 shares; 2024Q4: 1,251 shares; 2025Q1: 1,251 shares; 2025Q2: 1,186 shares; 2025Q3: 1,786 shares; 2025Q4: 1,203 shares; 2026Q1: 1,644 shares; 2026Q2: 1,251 shares 1,251 $1.47M 0.07% -393 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,595 shares; 2024Q4: 9,494 shares; 2025Q1: 11,941 shares; 2025Q2: 14,299 shares; 2025Q3: 15,040 shares; 2025Q4: 13,458 shares; 2026Q1: 12,285 shares; 2026Q2: 10,883 shares 10,883 $1.47M 0.07% -1,402 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,572 shares; 2024Q4: 21,197 shares; 2025Q1: 21,242 shares; 2025Q2: 21,596 shares; 2025Q3: 21,603 shares; 2025Q4: 19,331 shares; 2026Q1: 19,231 shares; 2026Q2: 19,162 shares 19,162 $1.45M 0.07% -69 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,345 shares; 2024Q4: 4,941 shares; 2025Q1: 5,172 shares; 2025Q2: 7,851 shares; 2025Q3: 7,846 shares; 2025Q4: 8,711 shares; 2026Q1: 8,974 shares; 2026Q2: 9,553 shares 9,553 $1.45M 0.07% +579 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: 24,621 shares; 2024Q4: 24,730 shares; 2025Q1: 9,099 shares; 2025Q2: 9,620 shares; 2025Q3: 9,034 shares; 2025Q4: 34,400 shares; 2026Q1: 40,579 shares; 2026Q2: 43,144 shares 43,144 $1.44M 0.07% +2,565 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: 8,325 shares 8,325 $1.42M 0.07% new Timeline FXO 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: 24,952 shares; 2024Q4: 24,492 shares; 2025Q1: 24,507 shares; 2025Q2: 24,378 shares; 2025Q3: 23,567 shares; 2025Q4: 23,172 shares; 2026Q1: 22,717 shares; 2026Q2: 22,764 shares 22,764 $1.42M 0.07% +47 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,793 shares; 2024Q4: 6,104 shares; 2025Q1: 8,052 shares; 2025Q2: 8,272 shares; 2025Q3: 8,073 shares; 2025Q4: 8,062 shares; 2026Q1: 7,982 shares; 2026Q2: 8,095 shares 8,095 $1.42M 0.07% +113 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,779 shares; 2024Q4: 24,041 shares; 2025Q1: 27,487 shares; 2025Q2: 28,703 shares; 2025Q3: 33,226 shares; 2025Q4: 37,109 shares; 2026Q1: 45,560 shares; 2026Q2: 56,027 shares 56,027 $1.41M 0.07% +10,467 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,549 shares; 2024Q4: 10,960 shares; 2025Q1: 11,409 shares; 2025Q2: 12,248 shares; 2025Q3: 12,348 shares; 2025Q4: 12,231 shares; 2026Q1: 12,710 shares; 2026Q2: 13,098 shares 13,098 $1.41M 0.07% +388 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,810 shares; 2024Q4: 2,622 shares; 2025Q1: 3,106 shares; 2025Q2: 3,058 shares; 2025Q3: 3,064 shares; 2025Q4: 3,003 shares; 2026Q1: 2,899 shares; 2026Q2: 2,702 shares 2,702 $1.41M 0.07% -197 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: 7,698 shares; 2024Q4: 8,103 shares; 2025Q1: 8,314 shares; 2025Q2: 8,560 shares; 2025Q3: 8,600 shares; 2025Q4: 7,807 shares; 2026Q1: 8,601 shares; 2026Q2: 8,574 shares 8,574 $1.4M 0.07% -27 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,239 shares; 2024Q4: 5,275 shares; 2025Q1: 5,790 shares; 2025Q2: 6,111 shares; 2025Q3: 7,822 shares; 2025Q4: 7,915 shares; 2026Q1: 8,368 shares; 2026Q2: 8,594 shares 8,594 $1.4M 0.07% +226 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,590 shares; 2024Q4: 25,725 shares; 2025Q1: 37,573 shares; 2025Q2: 43,028 shares; 2025Q3: 45,188 shares; 2025Q4: 47,427 shares; 2026Q1: 48,430 shares; 2026Q2: 45,683 shares 45,683 $1.39M 0.07% -2,747 Timeline AVMC 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: 7,940 shares; 2025Q2: 10,524 shares; 2025Q3: 12,989 shares; 2025Q4: 12,649 shares; 2026Q1: 16,405 shares; 2026Q2: 17,115 shares 17,115 $1.37M 0.07% +710 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,563 shares; 2024Q4: 27,115 shares; 2025Q1: 31,541 shares; 2025Q2: 32,818 shares; 2025Q3: 125,156 shares; 2025Q4: 41,661 shares; 2026Q1: 46,641 shares; 2026Q2: 56,668 shares 56,668 $1.37M 0.07% +10,027 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,180 shares; 2024Q4: 23,138 shares; 2025Q1: 27,114 shares; 2025Q2: 28,417 shares; 2025Q3: not reported; 2025Q4: 39,253 shares; 2026Q1: 47,754 shares; 2026Q2: 59,129 shares 59,129 $1.37M 0.07% +11,375 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,874 shares; 2024Q4: 4,867 shares; 2025Q1: 5,054 shares; 2025Q2: 4,775 shares; 2025Q3: 4,350 shares; 2025Q4: 4,448 shares; 2026Q1: 5,050 shares; 2026Q2: 5,069 shares 5,069 $1.37M 0.07% +19 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,543 shares; 2024Q4: 8,455 shares; 2025Q1: 8,343 shares; 2025Q2: 8,315 shares; 2025Q3: 8,280 shares; 2025Q4: 7,963 shares; 2026Q1: 7,865 shares; 2026Q2: 7,826 shares 7,826 $1.35M 0.07% -39 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,031 shares; 2024Q4: 17,865 shares; 2025Q1: 16,301 shares; 2025Q2: 16,079 shares; 2025Q3: 16,057 shares; 2025Q4: 15,987 shares; 2026Q1: 16,006 shares; 2026Q2: 15,871 shares 15,871 $1.34M 0.07% -135 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: 21,975 shares; 2024Q4: 21,995 shares; 2025Q1: 22,355 shares; 2025Q2: 22,403 shares; 2025Q3: 22,393 shares; 2025Q4: 22,211 shares; 2026Q1: 22,321 shares; 2026Q2: 22,158 shares 22,158 $1.34M 0.07% -163 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: 14,300 shares; 2024Q4: 14,337 shares; 2025Q1: 14,372 shares; 2025Q2: 14,435 shares; 2025Q3: 14,170 shares; 2025Q4: 14,037 shares; 2026Q1: 13,651 shares; 2026Q2: 13,786 shares 13,786 $1.33M 0.07% +135 Timeline PAPR 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: 32,304 shares; 2024Q4: 31,246 shares; 2025Q1: 31,246 shares; 2025Q2: 31,246 shares; 2025Q3: 31,246 shares; 2025Q4: 31,246 shares; 2026Q1: 31,246 shares; 2026Q2: 31,246 shares 31,246 $1.32M 0.06% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,756 shares; 2024Q4: 5,757 shares; 2025Q1: 5,758 shares; 2025Q2: 5,720 shares; 2025Q3: 5,722 shares; 2025Q4: 5,723 shares; 2026Q1: 5,483 shares; 2026Q2: 5,430 shares 5,430 $1.32M 0.06% -53 Timeline LST MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,612 shares; 2025Q2: 30,612 shares; 2025Q3: 29,840 shares; 2025Q4: 29,593 shares; 2026Q1: 28,851 shares; 2026Q2: 28,147 shares 28,147 $1.32M 0.06% -704 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,837 shares; 2024Q4: 10,937 shares; 2025Q1: 11,573 shares; 2025Q2: 12,003 shares; 2025Q3: 10,514 shares; 2025Q4: 10,613 shares; 2026Q1: 10,809 shares; 2026Q2: 11,423 shares 11,423 $1.29M 0.06% +614 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: 6,634 shares; 2024Q4: 7,851 shares; 2025Q1: 8,666 shares; 2025Q2: 8,945 shares; 2025Q3: 9,468 shares; 2025Q4: 8,328 shares; 2026Q1: 9,121 shares; 2026Q2: 11,087 shares 11,087 $1.29M 0.06% +1,966 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: 6,935 shares; 2024Q4: 6,779 shares; 2025Q1: 7,089 shares; 2025Q2: 7,493 shares; 2025Q3: 7,883 shares; 2025Q4: 7,859 shares; 2026Q1: 8,167 shares; 2026Q2: 8,245 shares 8,245 $1.29M 0.06% +78 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: 701 shares; 2025Q1: 761 shares; 2025Q2: 1,258 shares; 2025Q3: 1,426 shares; 2025Q4: 1,414 shares; 2026Q1: 1,278 shares; 2026Q2: 1,330 shares 1,330 $1.28M 0.06% +52 Timeline CGHM 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: 20,608 shares; 2025Q2: 20,791 shares; 2025Q3: 20,950 shares; 2025Q4: 22,792 shares; 2026Q1: 41,517 shares; 2026Q2: 48,908 shares 48,908 $1.26M 0.06% +7,391 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: 3,046 shares; 2024Q4: 5,193 shares; 2025Q1: 5,810 shares; 2025Q2: 6,367 shares; 2025Q3: 7,748 shares; 2025Q4: 7,991 shares; 2026Q1: 8,798 shares; 2026Q2: 10,066 shares 10,066 $1.25M 0.06% +1,268 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,339 shares; 2024Q4: 25,855 shares; 2025Q1: 30,045 shares; 2025Q2: 31,421 shares; 2025Q3: 36,594 shares; 2025Q4: 40,766 shares; 2026Q1: 45,364 shares; 2026Q2: 57,447 shares 57,447 $1.25M 0.06% +12,083 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,208 shares; 2024Q4: 2,125 shares; 2025Q1: 2,170 shares; 2025Q2: 2,187 shares; 2025Q3: 2,237 shares; 2025Q4: 5,974 shares; 2026Q1: 6,205 shares; 2026Q2: 5,653 shares 5,653 $1.23M 0.06% -552 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: 3,788 shares; 2024Q4: 3,768 shares; 2025Q1: 3,871 shares; 2025Q2: 4,086 shares; 2025Q3: 3,736 shares; 2025Q4: 3,671 shares; 2026Q1: 3,785 shares; 2026Q2: 3,884 shares 3,884 $1.22M 0.06% +99 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,405 shares; 2024Q4: 3,405 shares; 2025Q1: 3,417 shares; 2025Q2: 3,601 shares; 2025Q3: 3,620 shares; 2025Q4: 3,644 shares; 2026Q1: 4,345 shares; 2026Q2: 4,615 shares 4,615 $1.2M 0.06% +270 Timeline ICLO 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: 54,607 shares; 2024Q4: 55,363 shares; 2025Q1: 72,646 shares; 2025Q2: 70,736 shares; 2025Q3: 70,379 shares; 2025Q4: 69,944 shares; 2026Q1: 45,158 shares; 2026Q2: 45,508 shares 45,508 $1.16M 0.06% +350 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: 2,637 shares; 2025Q1: not reported; 2025Q2: 3,680 shares; 2025Q3: 3,725 shares; 2025Q4: 3,844 shares; 2026Q1: 3,749 shares; 2026Q2: 3,888 shares 3,888 $1.16M 0.06% +139 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,488 shares; 2024Q4: 10,732 shares; 2025Q1: 11,132 shares; 2025Q2: 14,496 shares; 2025Q3: 12,002 shares; 2025Q4: 16,764 shares; 2026Q1: 16,682 shares; 2026Q2: 15,721 shares 15,721 $1.15M 0.06% -961 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: 919 shares; 2024Q4: 913 shares; 2025Q1: 971 shares; 2025Q2: 852 shares; 2025Q3: 890 shares; 2025Q4: 9,796 shares; 2026Q1: 15,112 shares; 2026Q2: 16,090 shares 16,090 $1.15M 0.06% +978 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: 30,440 shares; 2024Q4: 30,732 shares; 2025Q1: 34,487 shares; 2025Q2: 35,090 shares; 2025Q3: 30,060 shares; 2025Q4: 42,031 shares; 2026Q1: 37,749 shares; 2026Q2: 46,118 shares 46,118 $1.13M 0.06% +8,369 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: 8,469 shares; 2024Q4: 7,953 shares; 2025Q1: 9,685 shares; 2025Q2: 10,722 shares; 2025Q3: 14,984 shares; 2025Q4: 14,615 shares; 2026Q1: 18,907 shares; 2026Q2: 18,953 shares 18,953 $1.13M 0.06% +46 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,769 shares; 2024Q4: 5,626 shares; 2025Q1: 6,022 shares; 2025Q2: 6,242 shares; 2025Q3: 6,275 shares; 2025Q4: 6,247 shares; 2026Q1: 6,302 shares; 2026Q2: 6,262 shares 6,262 $1.12M 0.06% -40 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,738 shares; 2024Q4: 22,544 shares; 2025Q1: 22,615 shares; 2025Q2: 22,344 shares; 2025Q3: 22,367 shares; 2025Q4: 22,393 shares; 2026Q1: 23,626 shares; 2026Q2: 23,718 shares 23,718 $1.12M 0.05% +92 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: 15,416 shares; 2024Q4: 15,222 shares; 2025Q1: 15,071 shares; 2025Q2: 11,510 shares; 2025Q3: 8,031 shares; 2025Q4: 8,070 shares; 2026Q1: 9,004 shares; 2026Q2: 10,382 shares 10,382 $1.12M 0.05% +1,378 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,902 shares; 2024Q4: 1,752 shares; 2025Q1: 1,757 shares; 2025Q2: 1,712 shares; 2025Q3: 1,762 shares; 2025Q4: 1,775 shares; 2026Q1: 3,775 shares; 2026Q2: 4,356 shares 4,356 $1.11M 0.05% +581 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,900 shares; 2024Q4: 29,587 shares; 2025Q1: 29,694 shares; 2025Q2: 30,014 shares; 2025Q3: 30,318 shares; 2025Q4: 29,037 shares; 2026Q1: 29,703 shares; 2026Q2: 29,035 shares 29,035 $1.11M 0.05% -668 Timeline KJUL 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: 34,273 shares; 2024Q4: 34,273 shares; 2025Q1: 34,273 shares; 2025Q2: 35,428 shares; 2025Q3: 35,428 shares; 2025Q4: 32,545 shares; 2026Q1: 32,545 shares; 2026Q2: 32,545 shares 32,545 $1.11M 0.05% 0 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: 4,190 shares; 2024Q4: 4,191 shares; 2025Q1: 4,193 shares; 2025Q2: 6,784 shares; 2025Q3: 10,006 shares; 2025Q4: 11,871 shares; 2026Q1: 12,436 shares; 2026Q2: 12,691 shares 12,691 $1.1M 0.05% +255 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,856 shares; 2025Q3: 6,240 shares; 2025Q4: 6,182 shares; 2026Q1: 6,669 shares; 2026Q2: 6,253 shares 6,253 $1.1M 0.05% -416 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,919 shares; 2024Q4: 1,590 shares; 2025Q1: 1,456 shares; 2025Q2: 1,709 shares; 2025Q3: 1,808 shares; 2025Q4: 1,810 shares; 2026Q1: 1,761 shares; 2026Q2: 1,717 shares 1,717 $1.1M 0.05% -44 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,644 shares; 2024Q4: 19,268 shares; 2025Q1: 18,142 shares; 2025Q2: 20,844 shares; 2025Q3: 21,183 shares; 2025Q4: 20,260 shares; 2026Q1: 20,656 shares; 2026Q2: 20,933 shares 20,933 $1.1M 0.05% +277 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: 3,882 shares; 2024Q4: 3,752 shares; 2025Q1: 3,854 shares; 2025Q2: 4,037 shares; 2025Q3: 4,015 shares; 2025Q4: 3,607 shares; 2026Q1: 3,489 shares; 2026Q2: 3,475 shares 3,475 $1.09M 0.05% -14 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: 7,652 shares; 2024Q4: 12,571 shares; 2025Q1: 16,762 shares; 2025Q2: 21,750 shares; 2025Q3: 21,613 shares; 2025Q4: 20,759 shares; 2026Q1: 20,769 shares; 2026Q2: 20,907 shares 20,907 $1.08M 0.05% +138 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,948 shares; 2024Q4: 19,996 shares; 2025Q1: 22,925 shares; 2025Q2: 25,443 shares; 2025Q3: 30,185 shares; 2025Q4: 34,711 shares; 2026Q1: 39,507 shares; 2026Q2: 51,976 shares 51,976 $1.08M 0.05% +12,469 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,025 shares; 2026Q2: 29,332 shares 29,332 $1.08M 0.05% +1,307 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,553 shares; 2024Q4: 2,589 shares; 2025Q1: 2,750 shares; 2025Q2: 2,854 shares; 2025Q3: 2,953 shares; 2025Q4: 2,956 shares; 2026Q1: 3,137 shares; 2026Q2: 3,126 shares 3,126 $1.08M 0.05% -11 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: 6,636 shares; 2025Q1: 7,069 shares; 2025Q2: 7,342 shares; 2025Q3: 7,291 shares; 2025Q4: 7,417 shares; 2026Q1: 7,765 shares; 2026Q2: 7,988 shares 7,988 $1.08M 0.05% +223 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: 9,483 shares; 2024Q4: 9,459 shares; 2025Q1: 9,174 shares; 2025Q2: 9,690 shares; 2025Q3: 9,781 shares; 2025Q4: 9,494 shares; 2026Q1: 9,901 shares; 2026Q2: 10,002 shares 10,002 $1.07M 0.05% +101 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,634 shares; 2024Q4: 10,785 shares; 2025Q1: 10,252 shares; 2025Q2: 10,276 shares; 2025Q3: 9,891 shares; 2025Q4: 9,526 shares; 2026Q1: 9,643 shares; 2026Q2: 9,728 shares 9,728 $1.06M 0.05% +85 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,297 shares; 2024Q4: 1,318 shares; 2025Q1: 1,425 shares; 2025Q2: 1,434 shares; 2025Q3: 1,602 shares; 2025Q4: 1,611 shares; 2026Q1: 1,634 shares; 2026Q2: 1,673 shares 1,673 $1.04M 0.05% +39 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: 8,775 shares; 2024Q4: 8,978 shares; 2025Q1: 9,490 shares; 2025Q2: 10,580 shares; 2025Q3: 11,011 shares; 2025Q4: 13,709 shares; 2026Q1: 15,184 shares; 2026Q2: 14,513 shares 14,513 $1.04M 0.05% -671 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,009 shares; 2025Q1: 3,009 shares; 2025Q2: 3,009 shares; 2025Q3: 3,009 shares; 2025Q4: 3,009 shares; 2026Q1: 3,009 shares; 2026Q2: 3,009 shares 3,009 $1.03M 0.05% 0 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: 15,525 shares; 2024Q4: 15,013 shares; 2025Q1: 15,515 shares; 2025Q2: 15,663 shares; 2025Q3: 15,556 shares; 2025Q4: 15,234 shares; 2026Q1: 15,271 shares; 2026Q2: 15,130 shares 15,130 $1.03M 0.05% -141 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: 2,985 shares; 2025Q3: 3,093 shares; 2025Q4: 2,961 shares; 2026Q1: 3,193 shares; 2026Q2: 3,061 shares 3,061 $1.02M 0.05% -132 Timeline KKR KKR & CO INC More: the full row for KKR & 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: 2,132 shares; 2025Q4: 5,428 shares; 2026Q1: 10,216 shares; 2026Q2: 11,129 shares 11,129 $1.02M 0.05% +913 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,411 shares; 2024Q4: 3,406 shares; 2025Q1: 3,715 shares; 2025Q2: 4,542 shares; 2025Q3: 4,555 shares; 2025Q4: 4,569 shares; 2026Q1: 4,579 shares; 2026Q2: 4,569 shares 4,569 $1.02M 0.05% -10 Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,560 shares; 2024Q4: 15,540 shares; 2025Q1: 17,074 shares; 2025Q2: 18,233 shares; 2025Q3: 22,113 shares; 2025Q4: 25,815 shares; 2026Q1: 29,764 shares; 2026Q2: 40,050 shares 40,050 $1.01M 0.05% +10,286 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,746 shares; 2024Q4: 4,500 shares; 2025Q1: 4,292 shares; 2025Q2: 4,251 shares; 2025Q3: 4,264 shares; 2025Q4: 4,270 shares; 2026Q1: 4,248 shares; 2026Q2: 4,108 shares 4,108 $998K 0.05% -140 Timeline BSMS 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: 10,630 shares; 2024Q4: 11,170 shares; 2025Q1: 9,832 shares; 2025Q2: 12,332 shares; 2025Q3: 14,982 shares; 2025Q4: 18,182 shares; 2026Q1: 18,282 shares; 2026Q2: 42,182 shares 42,182 $989K 0.05% +23,900 Timeline BSMR 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: 10,544 shares; 2024Q4: 11,084 shares; 2025Q1: 9,758 shares; 2025Q2: 12,238 shares; 2025Q3: 14,838 shares; 2025Q4: 18,038 shares; 2026Q1: 18,138 shares; 2026Q2: 41,788 shares 41,788 $988K 0.05% +23,650 Timeline IBDY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,278 shares; 2024Q4: 15,140 shares; 2025Q1: 16,615 shares; 2025Q2: 17,747 shares; 2025Q3: not reported; 2025Q4: 24,904 shares; 2026Q1: 28,763 shares; 2026Q2: 38,320 shares 38,320 $987K 0.05% +9,557 Timeline BSMW 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: 9,782 shares; 2024Q4: 10,332 shares; 2025Q1: 9,103 shares; 2025Q2: 11,586 shares; 2025Q3: 13,986 shares; 2025Q4: 16,886 shares; 2026Q1: 16,886 shares; 2026Q2: 39,186 shares 39,186 $985K 0.05% +22,300 Timeline BSSX 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: 9,528 shares; 2024Q4: 10,068 shares; 2025Q1: 8,869 shares; 2025Q2: 11,298 shares; 2025Q3: 13,698 shares; 2025Q4: 16,473 shares; 2026Q1: 16,473 shares; 2026Q2: 38,173 shares 38,173 $985K 0.05% +21,700 Timeline BSMQ 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: 10,558 shares; 2024Q4: 11,108 shares; 2025Q1: 9,776 shares; 2025Q2: 12,176 shares; 2025Q3: 14,826 shares; 2025Q4: 18,126 shares; 2026Q1: 18,126 shares; 2026Q2: 41,826 shares 41,826 $985K 0.05% +23,700 Timeline BSMU 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: 11,277 shares; 2024Q4: 11,902 shares; 2025Q1: 10,479 shares; 2025Q2: 13,279 shares; 2025Q3: 15,929 shares; 2025Q4: 19,329 shares; 2026Q1: 19,429 shares; 2026Q2: 44,929 shares 44,929 $985K 0.05% +25,500 Timeline BSMT 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: 10,728 shares; 2024Q4: 11,328 shares; 2025Q1: 9,976 shares; 2025Q2: 12,526 shares; 2025Q3: 15,176 shares; 2025Q4: 18,476 shares; 2026Q1: 18,476 shares; 2026Q2: 42,726 shares 42,726 $984K 0.05% +24,250 Timeline BSMV 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: 11,648 shares; 2024Q4: 12,348 shares; 2025Q1: 10,880 shares; 2025Q2: 13,805 shares; 2025Q3: 16,505 shares; 2025Q4: 20,105 shares; 2026Q1: 20,230 shares; 2026Q2: 46,830 shares 46,830 $983K 0.05% +26,600 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,911 shares; 2024Q4: 10,706 shares; 2025Q1: 10,635 shares; 2025Q2: 9,276 shares; 2025Q3: 9,276 shares; 2025Q4: 8,919 shares; 2026Q1: 8,355 shares; 2026Q2: 7,868 shares 7,868 $979K 0.05% -487 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,585 shares; 2024Q4: 17,498 shares; 2025Q1: 17,624 shares; 2025Q2: 17,135 shares; 2025Q3: 14,089 shares; 2025Q4: 13,158 shares; 2026Q1: 12,914 shares; 2026Q2: 12,213 shares 12,213 $977K 0.05% -701 Timeline AWR AMER STATES WTR CO More: the full row for AMER STATES WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,008 shares; 2024Q4: 10,950 shares; 2025Q1: 11,353 shares; 2025Q2: 11,350 shares; 2025Q3: 10,983 shares; 2025Q4: 11,194 shares; 2026Q1: 11,821 shares; 2026Q2: 11,797 shares 11,797 $975K 0.05% -24 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,716 shares; 2024Q4: 4,697 shares; 2025Q1: 5,121 shares; 2025Q2: 4,783 shares; 2025Q3: 7,382 shares; 2025Q4: 7,583 shares; 2026Q1: 7,574 shares; 2026Q2: 8,112 shares 8,112 $974K 0.05% +538 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,790 shares; 2024Q4: 3,731 shares; 2025Q1: 5,180 shares; 2025Q2: 4,762 shares; 2025Q3: 4,747 shares; 2025Q4: 5,056 shares; 2026Q1: 6,148 shares; 2026Q2: 6,151 shares 6,151 $972K 0.05% +3 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 648 shares; 2025Q3: 676 shares; 2025Q4: 2,010 shares; 2026Q1: 6,456 shares; 2026Q2: 6,881 shares 6,881 $971K 0.05% +425 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: 1,964 shares; 2024Q4: 1,987 shares; 2025Q1: 2,002 shares; 2025Q2: 1,973 shares; 2025Q3: 1,970 shares; 2025Q4: 1,973 shares; 2026Q1: 1,889 shares; 2026Q2: 1,896 shares 1,896 $966K 0.05% +7 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: 8,537 shares; 2025Q1: 12,374 shares; 2025Q2: 13,104 shares; 2025Q3: 13,831 shares; 2025Q4: 13,628 shares; 2026Q1: 20,983 shares; 2026Q2: 21,092 shares 21,092 $965K 0.05% +109 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS 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: 7,110 shares 7,110 $964K 0.05% new Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,642 shares; 2024Q4: 13,300 shares; 2025Q1: 15,296 shares; 2025Q2: 15,366 shares; 2025Q3: 15,476 shares; 2025Q4: 15,694 shares; 2026Q1: 16,612 shares; 2026Q2: 16,668 shares 16,668 $964K 0.05% +56 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,651 shares; 2024Q4: 2,653 shares; 2025Q1: 2,776 shares; 2025Q2: 2,806 shares; 2025Q3: 2,843 shares; 2025Q4: 3,795 shares; 2026Q1: 6,417 shares; 2026Q2: 7,014 shares 7,014 $961K 0.05% +597 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,903 shares; 2025Q1: 13,167 shares; 2025Q2: 13,784 shares; 2025Q3: 14,580 shares; 2025Q4: 14,811 shares; 2026Q1: 15,437 shares; 2026Q2: 15,569 shares 15,569 $956K 0.05% +132 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: 9,069 shares; 2024Q4: 10,099 shares; 2025Q1: 9,797 shares; 2025Q2: 9,829 shares; 2025Q3: 9,962 shares; 2025Q4: 10,543 shares; 2026Q1: 10,159 shares; 2026Q2: 10,308 shares 10,308 $945K 0.05% +149 Timeline IBMT 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: 36,618 shares 36,618 $945K 0.05% new Timeline IBMQ 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: 36,927 shares 36,927 $945K 0.05% new Timeline IBMR 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: 37,128 shares 37,128 $943K 0.05% new Timeline IBMS 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: 36,417 shares 36,417 $942K 0.05% new Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,027 shares; 2024Q4: 7,518 shares; 2025Q1: 9,211 shares; 2025Q2: 13,354 shares; 2025Q3: 13,564 shares; 2025Q4: 14,645 shares; 2026Q1: 14,885 shares; 2026Q2: 15,328 shares 15,328 $942K 0.05% +443 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: 15,142 shares; 2024Q4: 13,451 shares; 2025Q1: 13,313 shares; 2025Q2: 13,161 shares; 2025Q3: 12,993 shares; 2025Q4: 12,942 shares; 2026Q1: 12,907 shares; 2026Q2: 12,328 shares 12,328 $942K 0.05% -579 Timeline IBMP 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: 37,031 shares 37,031 $941K 0.05% 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: 1,213 shares; 2024Q4: 1,215 shares; 2025Q1: 1,217 shares; 2025Q2: 2,966 shares; 2025Q3: 3,083 shares; 2025Q4: 3,094 shares; 2026Q1: 3,155 shares; 2026Q2: 3,234 shares 3,234 $940K 0.05% +79 Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 36,400 shares 36,400 $933K 0.05% new Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,004 shares; 2025Q1: 5,242 shares; 2025Q2: 5,435 shares; 2025Q3: 4,819 shares; 2025Q4: 5,623 shares; 2026Q1: 5,381 shares; 2026Q2: 5,489 shares 5,489 $932K 0.05% +108 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: 3,770 shares; 2024Q4: 3,765 shares; 2025Q1: 3,781 shares; 2025Q2: 3,819 shares; 2025Q3: 3,835 shares; 2025Q4: 3,659 shares; 2026Q1: 4,377 shares; 2026Q2: 4,440 shares 4,440 $928K 0.05% +63 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: 11,156 shares; 2024Q4: 11,293 shares; 2025Q1: 12,160 shares; 2025Q2: 12,741 shares; 2025Q3: 14,317 shares; 2025Q4: 14,986 shares; 2026Q1: 15,714 shares; 2026Q2: 16,168 shares 16,168 $926K 0.05% +454 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: 1,284 shares; 2024Q4: 1,309 shares; 2025Q1: 1,301 shares; 2025Q2: 1,252 shares; 2025Q3: 1,268 shares; 2025Q4: 1,268 shares; 2026Q1: 1,313 shares; 2026Q2: 1,212 shares 1,212 $925K 0.05% -101 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: 4,090 shares 4,090 $916K 0.04% new Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,398 shares; 2024Q4: 6,124 shares; 2025Q1: 5,979 shares; 2025Q2: 6,090 shares; 2025Q3: 6,292 shares; 2025Q4: 6,552 shares; 2026Q1: 6,649 shares; 2026Q2: 32,930 shares 32,930 $903K 0.04% +26,281 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: 43,047 shares; 2024Q4: 44,073 shares; 2025Q1: 53,523 shares; 2025Q2: 62,875 shares; 2025Q3: 67,832 shares; 2025Q4: 35,185 shares; 2026Q1: 33,667 shares; 2026Q2: 32,921 shares 32,921 $901K 0.04% -746 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: 3,043 shares; 2024Q4: 3,365 shares; 2025Q1: 3,455 shares; 2025Q2: 3,461 shares; 2025Q3: 3,467 shares; 2025Q4: 3,452 shares; 2026Q1: 3,774 shares; 2026Q2: 3,784 shares 3,784 $899K 0.04% +10 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: 4,048 shares 4,048 $895K 0.04% new 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: 16,348 shares; 2024Q4: 16,755 shares; 2025Q1: 18,624 shares; 2025Q2: 20,509 shares; 2025Q3: 21,412 shares; 2025Q4: 21,742 shares; 2026Q1: 23,428 shares; 2026Q2: 25,703 shares 25,703 $894K 0.04% +2,275 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,118 shares; 2024Q4: 16,307 shares; 2025Q1: 16,440 shares; 2025Q2: 20,320 shares; 2025Q3: 18,305 shares; 2025Q4: 18,910 shares; 2026Q1: 18,946 shares; 2026Q2: 19,032 shares 19,032 $887K 0.04% +86 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: 7,601 shares; 2025Q2: 10,747 shares; 2025Q3: 12,606 shares; 2025Q4: 18,700 shares; 2026Q1: 21,750 shares; 2026Q2: 30,681 shares 30,681 $885K 0.04% +8,931 Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,971 shares; 2024Q4: 6,976 shares; 2025Q1: 7,085 shares; 2025Q2: 7,088 shares; 2025Q3: 7,169 shares; 2025Q4: 7,177 shares; 2026Q1: 7,187 shares; 2026Q2: 7,192 shares 7,192 $880K 0.04% +5 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,745 shares; 2026Q2: 9,580 shares 9,580 $868K 0.04% +4,835 Timeline BSMZ 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: 11,700 shares; 2026Q2: 33,650 shares 33,650 $863K 0.04% +21,950 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,660 shares; 2024Q4: 10,641 shares; 2025Q1: 10,897 shares; 2025Q2: 12,696 shares; 2025Q3: 12,776 shares; 2025Q4: 12,896 shares; 2026Q1: 14,629 shares; 2026Q2: 14,629 shares 14,629 $862K 0.04% 0 Timeline BSMY 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: 9,200 shares; 2025Q4: 12,150 shares; 2026Q1: 12,150 shares; 2026Q2: 34,950 shares 34,950 $862K 0.04% +22,800 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,478 shares; 2025Q4: 3,533 shares; 2026Q1: 3,626 shares; 2026Q2: 3,692 shares 3,692 $847K 0.04% +66 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: 20,434 shares; 2025Q2: 20,904 shares; 2025Q3: 21,132 shares; 2025Q4: 29,075 shares; 2026Q1: 28,834 shares; 2026Q2: 31,965 shares 31,965 $837K 0.04% +3,131 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,715 shares; 2024Q4: 7,266 shares; 2025Q1: 7,073 shares; 2025Q2: 7,258 shares; 2025Q3: 7,174 shares; 2025Q4: 7,169 shares; 2026Q1: 7,447 shares; 2026Q2: 7,571 shares 7,571 $836K 0.04% +124 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: 7,234 shares; 2024Q4: 8,121 shares; 2025Q1: 17,174 shares; 2025Q2: 20,633 shares; 2025Q3: 20,117 shares; 2025Q4: 18,756 shares; 2026Q1: 18,941 shares; 2026Q2: 20,184 shares 20,184 $834K 0.04% +1,243 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,345 shares; 2024Q4: 3,325 shares; 2025Q1: 3,320 shares; 2025Q2: 3,220 shares; 2025Q3: not reported; 2025Q4: 3,140 shares; 2026Q1: 3,140 shares; 2026Q2: 3,140 shares 3,140 $831K 0.04% 0 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,202 shares; 2024Q4: 8,001 shares; 2025Q1: 7,563 shares; 2025Q2: 6,917 shares; 2025Q3: 6,684 shares; 2025Q4: 6,172 shares; 2026Q1: 5,657 shares; 2026Q2: 5,666 shares 5,666 $829K 0.04% +9 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,290 shares 8,290 $823K 0.04% new 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: 36,631 shares; 2024Q4: 36,674 shares; 2025Q1: 21,215 shares; 2025Q2: 21,234 shares; 2025Q3: 21,258 shares; 2025Q4: 21,277 shares; 2026Q1: 21,290 shares; 2026Q2: 21,308 shares 21,308 $822K 0.04% +18 Timeline NJUL 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: 9,833 shares; 2024Q4: 9,833 shares; 2025Q1: 9,833 shares; 2025Q2: 10,498 shares; 2025Q3: 10,498 shares; 2025Q4: 10,498 shares; 2026Q1: 10,498 shares; 2026Q2: 10,498 shares 10,498 $813K 0.04% 0 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,202 shares; 2024Q4: 4,230 shares; 2025Q1: 4,446 shares; 2025Q2: 4,577 shares; 2025Q3: 4,802 shares; 2025Q4: 4,908 shares; 2026Q1: 5,174 shares; 2026Q2: 5,295 shares 5,295 $807K 0.04% +121 Timeline KAPR 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: 21,426 shares; 2024Q4: 21,426 shares; 2025Q1: 21,426 shares; 2025Q2: 20,347 shares; 2025Q3: 20,347 shares; 2025Q4: 20,347 shares; 2026Q1: 20,347 shares; 2026Q2: 20,127 shares 20,127 $801K 0.04% -220 Timeline CGSM 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: 21,684 shares; 2024Q4: 21,874 shares; 2025Q1: 31,637 shares; 2025Q2: 31,883 shares; 2025Q3: 84,028 shares; 2025Q4: 76,981 shares; 2026Q1: 81,883 shares; 2026Q2: 30,296 shares 30,296 $799K 0.04% -51,587 Timeline EJUL 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: 24,007 shares; 2024Q4: 24,007 shares; 2025Q1: 24,007 shares; 2025Q2: 25,154 shares; 2025Q3: 25,154 shares; 2025Q4: 25,154 shares; 2026Q1: 25,154 shares; 2026Q2: 25,154 shares 25,154 $786K 0.04% 0 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,956 shares; 2024Q4: 4,329 shares; 2025Q1: 6,514 shares; 2025Q2: 6,693 shares; 2025Q3: 6,580 shares; 2025Q4: 6,458 shares; 2026Q1: 6,452 shares; 2026Q2: 6,318 shares 6,318 $773K 0.04% -134 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,038 shares; 2024Q4: not reported; 2025Q1: 703 shares; 2025Q2: 860 shares; 2025Q3: 951 shares; 2025Q4: 1,741 shares; 2026Q1: 2,704 shares; 2026Q2: 3,341 shares 3,341 $767K 0.04% +637 Timeline PFIS PEOPLES FINL SVCS CORP More: the full row for PEOPLES FINL SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,793 shares; 2024Q4: 10,828 shares; 2025Q1: 10,268 shares; 2025Q2: 10,776 shares; 2025Q3: 10,810 shares; 2025Q4: 10,746 shares; 2026Q1: 11,421 shares; 2026Q2: 11,451 shares 11,451 $760K 0.04% +30 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: 21,580 shares; 2024Q4: 19,988 shares; 2025Q1: 20,248 shares; 2025Q2: 20,304 shares; 2025Q3: 20,362 shares; 2025Q4: 20,220 shares; 2026Q1: 20,270 shares; 2026Q2: 20,318 shares 20,318 $747K 0.04% +48 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 550 shares; 2024Q4: 520 shares; 2025Q1: 520 shares; 2025Q2: 520 shares; 2025Q3: 520 shares; 2025Q4: 1,560 shares; 2026Q1: 1,500 shares; 2026Q2: 1,706 shares 1,706 $747K 0.04% +206 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,073 shares; 2024Q4: 4,980 shares; 2025Q1: 4,866 shares; 2025Q2: 4,719 shares; 2025Q3: 4,691 shares; 2025Q4: 4,706 shares; 2026Q1: 4,706 shares; 2026Q2: 4,710 shares 4,710 $745K 0.04% +4 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: 892 shares; 2025Q1: 1,268 shares; 2025Q2: 1,397 shares; 2025Q3: 1,724 shares; 2025Q4: 1,999 shares; 2026Q1: 2,374 shares; 2026Q2: 2,446 shares 2,446 $742K 0.04% +72 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,638 shares; 2024Q4: 13,825 shares; 2025Q1: 15,968 shares; 2025Q2: 16,798 shares; 2025Q3: 18,968 shares; 2025Q4: 19,302 shares; 2026Q1: 21,383 shares; 2026Q2: 22,353 shares 22,353 $732K 0.04% +970 Timeline AVIG AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,113 shares; 2026Q1: 13,211 shares; 2026Q2: 17,577 shares 17,577 $728K 0.04% +4,366 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,469 shares; 2024Q4: 9,002 shares; 2025Q1: 6,402 shares; 2025Q2: 6,459 shares; 2025Q3: 6,591 shares; 2025Q4: 6,656 shares; 2026Q1: 6,776 shares; 2026Q2: 7,327 shares 7,327 $725K 0.04% +551 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,724 shares; 2024Q4: 6,729 shares; 2025Q1: 7,286 shares; 2025Q2: 8,230 shares; 2025Q3: 9,116 shares; 2025Q4: 8,580 shares; 2026Q1: 8,765 shares; 2026Q2: 8,712 shares 8,712 $720K 0.04% -53 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,727 shares; 2024Q4: 6,173 shares; 2025Q1: 8,037 shares; 2025Q2: 8,077 shares; 2025Q3: 8,206 shares; 2025Q4: 8,548 shares; 2026Q1: 9,064 shares; 2026Q2: 9,496 shares 9,496 $719K 0.04% +432 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: 1,734 shares; 2024Q4: 1,748 shares; 2025Q1: 1,806 shares; 2025Q2: 1,928 shares; 2025Q3: 2,054 shares; 2025Q4: 2,242 shares; 2026Q1: 2,243 shares; 2026Q2: 2,256 shares 2,256 $718K 0.04% +13 Timeline CTRI CENTURI HOLDINGS INC More: the full row for CENTURI 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: 13,614 shares; 2025Q4: 13,614 shares; 2026Q1: 20,776 shares; 2026Q2: 23,676 shares 23,676 $716K 0.04% +2,900 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: 5,900 shares; 2026Q1: 8,499 shares; 2026Q2: 13,698 shares 13,698 $712K 0.03% +5,199 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: 3,917 shares; 2024Q4: 3,415 shares; 2025Q1: 3,165 shares; 2025Q2: 3,289 shares; 2025Q3: 2,790 shares; 2025Q4: 1,497 shares; 2026Q1: 1,507 shares; 2026Q2: 1,084 shares 1,084 $711K 0.03% -423 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: 10,983 shares; 2024Q4: 10,758 shares; 2025Q1: 12,588 shares; 2025Q2: 15,999 shares; 2025Q3: 15,219 shares; 2025Q4: 12,191 shares; 2026Q1: 12,132 shares; 2026Q2: 16,959 shares 16,959 $696K 0.03% +4,827 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,631 shares; 2024Q4: 146,355 shares; 2025Q1: 148,683 shares; 2025Q2: 7,761 shares; 2025Q3: 7,446 shares; 2025Q4: 7,345 shares; 2026Q1: 7,918 shares; 2026Q2: 7,914 shares 7,914 $695K 0.03% -4 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,185 shares; 2024Q4: 6,259 shares; 2025Q1: 6,274 shares; 2025Q2: 6,945 shares; 2025Q3: 7,115 shares; 2025Q4: 7,162 shares; 2026Q1: 6,590 shares; 2026Q2: 6,438 shares 6,438 $694K 0.03% -152 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: 10,680 shares; 2024Q4: 10,730 shares; 2025Q1: 11,746 shares; 2025Q2: 12,782 shares; 2025Q3: 13,436 shares; 2025Q4: 13,472 shares; 2026Q1: 13,961 shares; 2026Q2: 14,517 shares 14,517 $692K 0.03% +556 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: 1,829 shares; 2024Q4: 1,681 shares; 2025Q1: 1,382 shares; 2025Q2: 1,284 shares; 2025Q3: 1,285 shares; 2025Q4: 1,329 shares; 2026Q1: 1,007 shares; 2026Q2: 2,257 shares 2,257 $684K 0.03% +1,250 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,125 shares; 2024Q4: 5,115 shares; 2025Q1: 5,641 shares; 2025Q2: 6,567 shares; 2025Q3: 6,869 shares; 2025Q4: 6,851 shares; 2026Q1: 7,041 shares; 2026Q2: 7,289 shares 7,289 $676K 0.03% +248 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: 2,360 shares; 2024Q4: 1,850 shares; 2025Q1: 1,972 shares; 2025Q2: 2,360 shares; 2025Q3: 2,474 shares; 2025Q4: 2,519 shares; 2026Q1: 2,686 shares; 2026Q2: 2,626 shares 2,626 $671K 0.03% -60 Timeline CGSD 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: 23,366 shares; 2026Q2: 26,037 shares 26,037 $670K 0.03% +2,671 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: 2,890 shares; 2024Q4: 3,590 shares; 2025Q1: 4,454 shares; 2025Q2: 4,017 shares; 2025Q3: 4,117 shares; 2025Q4: 4,359 shares; 2026Q1: 4,510 shares; 2026Q2: 4,858 shares 4,858 $665K 0.03% +348 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,660 shares; 2026Q1: 6,660 shares; 2026Q2: 13,260 shares 13,260 $660K 0.03% +6,600 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: 11,634 shares; 2024Q4: 11,164 shares; 2025Q1: 10,081 shares; 2025Q2: 9,973 shares; 2025Q3: not reported; 2025Q4: 9,419 shares; 2026Q1: 7,406 shares; 2026Q2: 6,959 shares 6,959 $654K 0.03% -447 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: 6,151 shares; 2024Q4: 5,851 shares; 2025Q1: 5,720 shares; 2025Q2: 6,075 shares; 2025Q3: 5,720 shares; 2025Q4: 5,875 shares; 2026Q1: 5,875 shares; 2026Q2: 5,426 shares 5,426 $646K 0.03% -449 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: 8,844 shares; 2024Q4: 8,496 shares; 2025Q1: 536,227 shares; 2025Q2: 12,170 shares; 2025Q3: 11,113 shares; 2025Q4: 11,035 shares; 2026Q1: 11,045 shares; 2026Q2: 10,358 shares 10,358 $630K 0.03% -687 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,659 shares; 2024Q4: 15,461 shares; 2025Q1: 16,675 shares; 2025Q2: 11,312 shares; 2025Q3: 11,440 shares; 2025Q4: 11,515 shares; 2026Q1: 10,586 shares; 2026Q2: 9,973 shares 9,973 $627K 0.03% -613 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,623 shares; 2024Q4: 26,930 shares; 2025Q1: 26,991 shares; 2025Q2: 20,774 shares; 2025Q3: 20,822 shares; 2025Q4: 20,807 shares; 2026Q1: 17,309 shares; 2026Q2: 17,232 shares 17,232 $623K 0.03% -77 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,675 shares; 2024Q4: 1,675 shares; 2025Q1: 1,682 shares; 2025Q2: 1,792 shares; 2025Q3: 1,842 shares; 2025Q4: 1,814 shares; 2026Q1: 1,794 shares; 2026Q2: 1,812 shares 1,812 $621K 0.03% +18 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,784 shares; 2024Q4: 1,903 shares; 2025Q1: 2,619 shares; 2025Q2: 2,733 shares; 2025Q3: 2,772 shares; 2025Q4: 2,784 shares; 2026Q1: 2,835 shares; 2026Q2: 2,915 shares 2,915 $620K 0.03% +80 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: 4,564 shares; 2024Q4: 4,573 shares; 2025Q1: 4,457 shares; 2025Q2: 4,741 shares; 2025Q3: 4,730 shares; 2025Q4: 4,834 shares; 2026Q1: 4,835 shares; 2026Q2: 4,246 shares 4,246 $620K 0.03% -589 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,947 shares; 2024Q4: 1,760 shares; 2025Q1: 1,785 shares; 2025Q2: 1,783 shares; 2025Q3: 1,740 shares; 2025Q4: 1,743 shares; 2026Q1: 1,713 shares; 2026Q2: 1,694 shares 1,694 $619K 0.03% -19 Timeline BMN BLACKROCK 2037 MUNICIPAL TAR More: the full row for BLACKROCK 2037 MUNICIPAL TAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,000 shares; 2025Q2: 26,000 shares; 2025Q3: 24,000 shares; 2025Q4: 24,000 shares; 2026Q1: 24,000 shares; 2026Q2: 24,000 shares 24,000 $617K 0.03% 0 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: 53,132 shares; 2024Q4: 49,171 shares; 2025Q1: 45,755 shares; 2025Q2: 44,259 shares; 2025Q3: 46,061 shares; 2025Q4: 43,925 shares; 2026Q1: 43,659 shares; 2026Q2: 43,986 shares 43,986 $611K 0.03% +327 Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,197 shares; 2025Q2: 16,197 shares; 2025Q3: 16,331 shares; 2025Q4: 16,394 shares; 2026Q1: 16,394 shares; 2026Q2: 16,394 shares 16,394 $603K 0.03% 0 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,444 shares; 2024Q4: 2,613 shares; 2025Q1: 3,091 shares; 2025Q2: 2,576 shares; 2025Q3: 2,579 shares; 2025Q4: 2,577 shares; 2026Q1: 2,562 shares; 2026Q2: 2,639 shares 2,639 $599K 0.03% +77 Timeline IJUL 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: 16,561 shares; 2024Q4: 16,561 shares; 2025Q1: 16,561 shares; 2025Q2: 16,561 shares; 2025Q3: 16,561 shares; 2025Q4: 16,561 shares; 2026Q1: 16,561 shares; 2026Q2: 16,561 shares 16,561 $596K 0.03% 0 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,231 shares; 2024Q4: 2,232 shares; 2025Q1: 2,232 shares; 2025Q2: 2,468 shares; 2025Q3: 2,477 shares; 2025Q4: 2,905 shares; 2026Q1: 2,462 shares; 2026Q2: 2,499 shares 2,499 $594K 0.03% +37 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: 6,890 shares; 2024Q4: 11,502 shares; 2025Q1: 11,522 shares; 2025Q2: 12,307 shares; 2025Q3: 6,833 shares; 2025Q4: 6,862 shares; 2026Q1: 6,864 shares; 2026Q2: 6,931 shares 6,931 $593K 0.03% +67 Timeline PAUG 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: 20,673 shares; 2024Q4: 29,790 shares; 2025Q1: 27,490 shares; 2025Q2: 27,490 shares; 2025Q3: 27,490 shares; 2025Q4: 18,373 shares; 2026Q1: 13,517 shares; 2026Q2: 12,903 shares 12,903 $589K 0.03% -614 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,367 shares; 2024Q4: 1,428 shares; 2025Q1: 1,661 shares; 2025Q2: 1,882 shares; 2025Q3: 2,203 shares; 2025Q4: 3,118 shares; 2026Q1: 3,687 shares; 2026Q2: 4,150 shares 4,150 $584K 0.03% +463 Timeline IBDR 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: 11,954 shares; 2025Q2: 10,355 shares; 2025Q3: 15,091 shares; 2025Q4: 14,637 shares; 2026Q1: 16,154 shares; 2026Q2: 24,082 shares 24,082 $584K 0.03% +7,928 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,653 shares; 2024Q4: 23,679 shares; 2025Q1: 25,922 shares; 2025Q2: 28,871 shares; 2025Q3: 30,204 shares; 2025Q4: 30,738 shares; 2026Q1: 32,131 shares; 2026Q2: 32,609 shares 32,609 $578K 0.03% +478 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,313 shares; 2024Q4: 8,240 shares; 2025Q1: 13,324 shares; 2025Q2: 16,487 shares; 2025Q3: 19,578 shares; 2025Q4: 12,024 shares; 2026Q1: 11,157 shares; 2026Q2: 12,058 shares 12,058 $578K 0.03% +901 Timeline GLXY GALAXY DIGITAL INC. More: the full row for GALAXY DIGITAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,000 shares; 2025Q3: 21,100 shares; 2025Q4: 21,100 shares; 2026Q1: 21,100 shares; 2026Q2: 21,100 shares 21,100 $577K 0.03% 0 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: 10,014 shares; 2024Q4: 10,403 shares; 2025Q1: 11,043 shares; 2025Q2: 11,146 shares; 2025Q3: 11,102 shares; 2025Q4: 11,097 shares; 2026Q1: 11,147 shares; 2026Q2: 10,959 shares 10,959 $574K 0.03% -188 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,891 shares; 2024Q4: 15,933 shares; 2025Q1: 15,858 shares; 2025Q2: 16,081 shares; 2025Q3: 16,056 shares; 2025Q4: 15,879 shares; 2026Q1: 15,989 shares; 2026Q2: 16,179 shares 16,179 $572K 0.03% +190 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: not reported; 2024Q4: not reported; 2025Q1: 7,651 shares; 2025Q2: 8,642 shares; 2025Q3: 8,892 shares; 2025Q4: 9,132 shares; 2026Q1: 9,316 shares; 2026Q2: 9,222 shares 9,222 $571K 0.03% -94 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,492 shares; 2024Q4: 2,510 shares; 2025Q1: 2,485 shares; 2025Q2: 2,772 shares; 2025Q3: 2,827 shares; 2025Q4: 2,805 shares; 2026Q1: 2,909 shares; 2026Q2: 2,936 shares 2,936 $571K 0.03% +27 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,667 shares; 2024Q4: 2,684 shares; 2025Q1: 2,686 shares; 2025Q2: 3,084 shares; 2025Q3: 3,086 shares; 2025Q4: 3,188 shares; 2026Q1: 2,290 shares; 2026Q2: 2,635 shares 2,635 $571K 0.03% +345 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,811 shares; 2025Q1: 4,811 shares; 2025Q2: 4,811 shares; 2025Q3: 4,811 shares; 2025Q4: 4,811 shares; 2026Q1: 4,811 shares; 2026Q2: 4,811 shares 4,811 $565K 0.03% 0 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50 shares; 2024Q4: 54 shares; 2025Q1: 54 shares; 2025Q2: 57 shares; 2025Q3: 59 shares; 2025Q4: 59 shares; 2026Q1: 64 shares; 2026Q2: 3,172 shares 3,172 $565K 0.03% +3,108 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,238 shares; 2024Q4: 9,170 shares; 2025Q1: 8,838 shares; 2025Q2: 7,691 shares; 2025Q3: 7,704 shares; 2025Q4: 7,707 shares; 2026Q1: 8,301 shares; 2026Q2: 6,837 shares 6,837 $565K 0.03% -1,464 Timeline BEPC BROOKFIELD RENEWABLE CORP More: the full row for BROOKFIELD RENEWABLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 16,944 shares; 2025Q1: 16,048 shares; 2025Q2: 16,063 shares; 2025Q3: 15,873 shares; 2025Q4: 15,543 shares; 2026Q1: 15,320 shares; 2026Q2: 15,210 shares 15,210 $565K 0.03% -110 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 998 shares; 2024Q4: 964 shares; 2025Q1: 964 shares; 2025Q2: 986 shares; 2025Q3: 1,042 shares; 2025Q4: 1,061 shares; 2026Q1: 1,094 shares; 2026Q2: 1,134 shares 1,134 $563K 0.03% +40 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,724 shares; 2024Q4: 3,356 shares; 2025Q1: 3,447 shares; 2025Q2: 5,485 shares; 2025Q3: 5,226 shares; 2025Q4: 5,175 shares; 2026Q1: 4,910 shares; 2026Q2: 4,867 shares 4,867 $560K 0.03% -43 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,954 shares; 2026Q2: 2,954 shares 2,954 $560K 0.03% 0 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: 4,242 shares; 2024Q4: 4,110 shares; 2025Q1: 4,195 shares; 2025Q2: 4,208 shares; 2025Q3: 4,065 shares; 2025Q4: 3,843 shares; 2026Q1: 3,804 shares; 2026Q2: 3,671 shares 3,671 $559K 0.03% -133 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,307 shares; 2024Q4: 3,472 shares; 2025Q1: 3,524 shares; 2025Q2: 3,525 shares; 2025Q3: 3,542 shares; 2025Q4: 3,543 shares; 2026Q1: 3,544 shares; 2026Q2: 3,691 shares 3,691 $558K 0.03% +147 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,001 shares; 2024Q4: 2,938 shares; 2025Q1: 4,025 shares; 2025Q2: 5,188 shares; 2025Q3: 5,268 shares; 2025Q4: 5,188 shares; 2026Q1: 5,150 shares; 2026Q2: 4,854 shares 4,854 $552K 0.03% -296 Timeline VOE 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: 3,321 shares; 2024Q4: 2,843 shares; 2025Q1: 2,852 shares; 2025Q2: 2,902 shares; 2025Q3: 2,850 shares; 2025Q4: 2,864 shares; 2026Q1: 2,824 shares; 2026Q2: 2,784 shares 2,784 $550K 0.03% -40 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,809 shares; 2024Q4: 8,413 shares; 2025Q1: 7,046 shares; 2025Q2: 6,912 shares; 2025Q3: 6,702 shares; 2025Q4: 6,727 shares; 2026Q1: 6,736 shares; 2026Q2: 6,554 shares 6,554 $549K 0.03% -182 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: 561 shares; 2024Q4: 562 shares; 2025Q1: 563 shares; 2025Q2: 428 shares; 2025Q3: 429 shares; 2025Q4: 429 shares; 2026Q1: 461 shares; 2026Q2: 552 shares 552 $539K 0.03% +91 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 512 shares; 2025Q3: 520 shares; 2025Q4: 520 shares; 2026Q1: 573 shares; 2026Q2: 1,356 shares 1,356 $539K 0.03% +783 Timeline INOD INNODATA INC More: the full row for INNODATA 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: 7,551 shares; 2025Q4: 7,551 shares; 2026Q1: 7,551 shares; 2026Q2: 7,001 shares 7,001 $529K 0.03% -550 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,889 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,314 shares 7,314 $528K 0.03% new Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,838 shares 9,838 $526K 0.03% new Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,478 shares; 2025Q2: 10,556 shares; 2025Q3: 10,634 shares; 2025Q4: 10,732 shares; 2026Q1: 10,795 shares; 2026Q2: 10,872 shares 10,872 $525K 0.03% +77 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: 1,058 shares; 2024Q4: 1,056 shares; 2025Q1: 1,127 shares; 2025Q2: 1,066 shares; 2025Q3: 1,079 shares; 2025Q4: 1,054 shares; 2026Q1: 1,066 shares; 2026Q2: 1,061 shares 1,061 $525K 0.03% -5 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: 6,706 shares; 2024Q4: 6,744 shares; 2025Q1: 6,610 shares; 2025Q2: 6,644 shares; 2025Q3: 6,683 shares; 2025Q4: 6,718 shares; 2026Q1: 7,231 shares; 2026Q2: 7,063 shares 7,063 $525K 0.03% -168 Timeline IOCT 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: 17,392 shares; 2024Q4: 15,292 shares; 2025Q1: 14,124 shares; 2025Q2: 14,124 shares; 2025Q3: 14,124 shares; 2025Q4: 14,124 shares; 2026Q1: 14,124 shares; 2026Q2: 14,124 shares 14,124 $522K 0.03% 0 Timeline XHB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,420 shares; 2024Q4: 4,370 shares; 2025Q1: 4,670 shares; 2025Q2: 4,670 shares; 2025Q3: 4,670 shares; 2025Q4: 4,620 shares; 2026Q1: 4,620 shares; 2026Q2: 4,470 shares 4,470 $517K 0.03% -150 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: not reported; 2024Q4: 4,957 shares; 2025Q1: 6,371 shares; 2025Q2: 6,945 shares; 2025Q3: 7,242 shares; 2025Q4: 7,249 shares; 2026Q1: 7,256 shares; 2026Q2: 7,212 shares 7,212 $517K 0.03% -44 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: 2,044 shares; 2024Q4: 2,044 shares; 2025Q1: 2,044 shares; 2025Q2: 2,044 shares; 2025Q3: 2,044 shares; 2025Q4: 2,044 shares; 2026Q1: 2,044 shares; 2026Q2: 2,044 shares 2,044 $516K 0.03% 0 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,308 shares; 2024Q4: 7,278 shares; 2025Q1: 7,497 shares; 2025Q2: 7,768 shares; 2025Q3: 7,871 shares; 2025Q4: 8,483 shares; 2026Q1: 10,305 shares; 2026Q2: 13,280 shares 13,280 $514K 0.03% +2,975 Timeline PMAR 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: 10,745 shares; 2024Q4: 10,745 shares; 2025Q1: 10,745 shares; 2025Q2: 10,745 shares; 2025Q3: 10,745 shares; 2025Q4: 10,745 shares; 2026Q1: 10,745 shares; 2026Q2: 10,745 shares 10,745 $513K 0.03% 0 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,274 shares; 2025Q3: 48,399 shares; 2025Q4: 54,358 shares; 2026Q1: 53,411 shares; 2026Q2: 55,319 shares 55,319 $510K 0.02% +1,908 Timeline DRSK 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: 30,322 shares; 2024Q4: 26,061 shares; 2025Q1: 19,396 shares; 2025Q2: 19,593 shares; 2025Q3: 24,785 shares; 2025Q4: 18,749 shares; 2026Q1: 19,279 shares; 2026Q2: 17,740 shares 17,740 $510K 0.02% -1,539 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: 955 shares; 2024Q4: 949 shares; 2025Q1: not reported; 2025Q2: 957 shares; 2025Q3: 959 shares; 2025Q4: 1,002 shares; 2026Q1: 995 shares; 2026Q2: 1,279 shares 1,279 $508K 0.02% +284 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: 2,768 shares; 2024Q4: 2,901 shares; 2025Q1: 3,612 shares; 2025Q2: 4,374 shares; 2025Q3: 5,246 shares; 2025Q4: 4,872 shares; 2026Q1: 5,737 shares; 2026Q2: 5,196 shares 5,196 $503K 0.02% -541 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: 8,648 shares; 2026Q1: 8,050 shares; 2026Q2: 8,355 shares 8,355 $502K 0.02% +305 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,763 shares; 2024Q4: 6,040 shares; 2025Q1: 7,034 shares; 2025Q2: 7,843 shares; 2025Q3: 7,970 shares; 2025Q4: 6,581 shares; 2026Q1: 7,247 shares; 2026Q2: 6,210 shares 6,210 $499K 0.02% -1,037 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: 6,417 shares; 2024Q4: 6,410 shares; 2025Q1: 6,471 shares; 2025Q2: 5,903 shares; 2025Q3: 6,527 shares; 2025Q4: 6,399 shares; 2026Q1: 4,768 shares; 2026Q2: 5,065 shares 5,065 $498K 0.02% +297 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: not reported; 2025Q4: 8,531 shares; 2026Q1: 12,162 shares; 2026Q2: 13,072 shares 13,072 $496K 0.02% +910 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: 2,666 shares; 2024Q4: 2,670 shares; 2025Q1: 2,677 shares; 2025Q2: 2,681 shares; 2025Q3: 1,940 shares; 2025Q4: 2,024 shares; 2026Q1: 2,069 shares; 2026Q2: 2,070 shares 2,070 $492K 0.02% +1 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,977 shares; 2024Q4: 4,977 shares; 2025Q1: 4,747 shares; 2025Q2: 4,547 shares; 2025Q3: 4,547 shares; 2025Q4: 4,547 shares; 2026Q1: 4,254 shares; 2026Q2: 4,241 shares 4,241 $484K 0.02% -13 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: 2,465 shares; 2024Q4: 2,569 shares; 2025Q1: 3,530 shares; 2025Q2: 4,113 shares; 2025Q3: 4,208 shares; 2025Q4: 4,349 shares; 2026Q1: 4,417 shares; 2026Q2: 4,320 shares 4,320 $478K 0.02% -97 Timeline FDBC FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,037 shares; 2024Q4: 7,943 shares; 2025Q1: 8,051 shares; 2025Q2: 8,058 shares; 2025Q3: 8,066 shares; 2025Q4: 9,224 shares; 2026Q1: 11,057 shares; 2026Q2: 9,223 shares 9,223 $474K 0.02% -1,834 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,934 shares 13,934 $472K 0.02% new Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA 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: 1,587 shares 1,587 $470K 0.02% new Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,821 shares; 2024Q4: 19,877 shares; 2025Q1: 19,455 shares; 2025Q2: 19,659 shares; 2025Q3: 19,834 shares; 2025Q4: 19,256 shares; 2026Q1: 19,381 shares; 2026Q2: 19,310 shares 19,310 $466K 0.02% -71 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,268 shares; 2024Q4: 2,169 shares; 2025Q1: 2,183 shares; 2025Q2: 2,013 shares; 2025Q3: 2,034 shares; 2025Q4: 2,062 shares; 2026Q1: 2,023 shares; 2026Q2: 2,106 shares 2,106 $465K 0.02% +83 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,060 shares; 2024Q4: 11,104 shares; 2025Q1: 11,377 shares; 2025Q2: 12,003 shares; 2025Q3: 13,874 shares; 2025Q4: 7,304 shares; 2026Q1: 9,012 shares; 2026Q2: 9,425 shares 9,425 $462K 0.02% +413 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT 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: 2,346 shares; 2026Q1: 3,891 shares; 2026Q2: 3,856 shares 3,856 $456K 0.02% -35 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 855 shares; 2024Q4: 882 shares; 2025Q1: 1,064 shares; 2025Q2: 1,311 shares; 2025Q3: 1,757 shares; 2025Q4: 1,631 shares; 2026Q1: 1,439 shares; 2026Q2: 1,180 shares 1,180 $456K 0.02% -259 Timeline RUNN STRATEGIC TRUST More: the full row for STRATEGIC TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,850 shares; 2024Q4: 12,553 shares; 2025Q1: 15,525 shares; 2025Q2: 14,980 shares; 2025Q3: 14,578 shares; 2025Q4: 14,578 shares; 2026Q1: 13,713 shares; 2026Q2: 14,081 shares 14,081 $456K 0.02% +368 Timeline XFFCX FLAHERTY & CRUMRIN PFD & INM More: the full row for FLAHERTY & CRUMRIN PFD & INM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,410 shares; 2024Q4: 23,260 shares; 2025Q1: 24,460 shares; 2025Q2: 26,410 shares; 2025Q3: 27,565 shares; 2025Q4: 27,115 shares; 2026Q1: 28,215 shares; 2026Q2: 28,015 shares 28,015 $456K 0.02% -200 Timeline BSCY 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: 12,273 shares; 2025Q1: 12,273 shares; 2025Q2: 12,396 shares; 2025Q3: 12,520 shares; 2025Q4: 13,832 shares; 2026Q1: 14,265 shares; 2026Q2: 22,055 shares 22,055 $456K 0.02% +7,790 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,334 shares; 2025Q3: 1,345 shares; 2025Q4: 1,316 shares; 2026Q1: 1,301 shares; 2026Q2: 1,267 shares 1,267 $455K 0.02% -34 Timeline PTIN 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: 12,377 shares; 2025Q1: 12,377 shares; 2025Q2: 12,377 shares; 2025Q3: 12,377 shares; 2025Q4: 12,377 shares; 2026Q1: 12,377 shares; 2026Q2: 12,377 shares 12,377 $454K 0.02% 0 Timeline EJAN 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: 13,786 shares; 2024Q4: 10,417 shares; 2025Q1: 10,417 shares; 2025Q2: 12,603 shares; 2025Q3: 12,603 shares; 2025Q4: 12,603 shares; 2026Q1: 12,603 shares; 2026Q2: 12,603 shares 12,603 $454K 0.02% 0 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,948 shares; 2024Q4: 15,954 shares; 2025Q1: 15,963 shares; 2025Q2: 17,007 shares; 2025Q3: 17,111 shares; 2025Q4: 19,706 shares; 2026Q1: 19,960 shares; 2026Q2: 20,088 shares 20,088 $449K 0.02% +128 Timeline RFG 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: 7,212 shares; 2024Q4: 7,216 shares; 2025Q1: 7,221 shares; 2025Q2: 7,238 shares; 2025Q3: 7,244 shares; 2025Q4: 6,940 shares; 2026Q1: 6,941 shares; 2026Q2: 6,942 shares 6,942 $448K 0.02% +1 Timeline DJT TRUMP MEDIA & TECHNOLOGY GRO More: the full row for TRUMP MEDIA & TECHNOLOGY GRO Quarterly shares; 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: 57,390 shares; 2026Q2: 57,390 shares 57,390 $444K 0.02% 0 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,676 shares; 2024Q4: 2,698 shares; 2025Q1: 2,346 shares; 2025Q2: 2,344 shares; 2025Q3: 2,304 shares; 2025Q4: 2,304 shares; 2026Q1: 2,321 shares; 2026Q2: 2,321 shares 2,321 $441K 0.02% 0 Timeline VTHR 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: 1,323 shares; 2024Q4: 1,324 shares; 2025Q1: 1,324 shares; 2025Q2: 1,324 shares; 2025Q3: 1,325 shares; 2025Q4: 1,325 shares; 2026Q1: 1,325 shares; 2026Q2: 1,326 shares 1,326 $439K 0.02% +1 Timeline XMLV 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: 7,025 shares; 2024Q4: 7,026 shares; 2025Q1: 6,918 shares; 2025Q2: 6,957 shares; 2025Q3: not reported; 2025Q4: 6,494 shares; 2026Q1: 6,550 shares; 2026Q2: 6,597 shares 6,597 $438K 0.02% +47 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,577 shares; 2024Q4: 1,604 shares; 2025Q1: 1,511 shares; 2025Q2: 1,517 shares; 2025Q3: 1,524 shares; 2025Q4: 1,981 shares; 2026Q1: 1,917 shares; 2026Q2: 1,923 shares 1,923 $434K 0.02% +6 Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,944 shares; 2024Q4: 17,077 shares; 2025Q1: 17,090 shares; 2025Q2: 18,200 shares; 2025Q3: 18,313 shares; 2025Q4: 19,606 shares; 2026Q1: 19,864 shares; 2026Q2: 19,740 shares 19,740 $427K 0.02% -124 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,372 shares; 2024Q4: 8,403 shares; 2025Q1: 7,646 shares; 2025Q2: 5,435 shares; 2025Q3: 5,757 shares; 2025Q4: 6,621 shares; 2026Q1: 8,306 shares; 2026Q2: 8,457 shares 8,457 $426K 0.02% +151 Timeline AVLV 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: 4,505 shares; 2024Q4: 4,515 shares; 2025Q1: 4,524 shares; 2025Q2: 4,533 shares; 2025Q3: 4,539 shares; 2025Q4: 4,857 shares; 2026Q1: 4,863 shares; 2026Q2: 4,659 shares 4,659 $425K 0.02% -204 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 975 shares; 2024Q4: 1,092 shares; 2025Q1: 1,270 shares; 2025Q2: 1,910 shares; 2025Q3: 1,897 shares; 2025Q4: 2,532 shares; 2026Q1: 2,628 shares; 2026Q2: 2,543 shares 2,543 $424K 0.02% -85 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,801 shares; 2024Q4: 3,531 shares; 2025Q1: 3,575 shares; 2025Q2: 3,579 shares; 2025Q3: 3,582 shares; 2025Q4: 3,585 shares; 2026Q1: 3,489 shares; 2026Q2: 3,583 shares 3,583 $424K 0.02% +94 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,892 shares; 2024Q4: 6,042 shares; 2025Q1: 6,267 shares; 2025Q2: 6,290 shares; 2025Q3: 5,741 shares; 2025Q4: 5,886 shares; 2026Q1: 5,895 shares; 2026Q2: 5,903 shares 5,903 $422K 0.02% +8 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,680 shares; 2024Q4: 2,677 shares; 2025Q1: 2,689 shares; 2025Q2: 2,651 shares; 2025Q3: 2,638 shares; 2025Q4: 2,638 shares; 2026Q1: 2,632 shares; 2026Q2: 2,633 shares 2,633 $421K 0.02% +1 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,012 shares; 2024Q4: 16,052 shares; 2025Q1: 16,061 shares; 2025Q2: 17,107 shares; 2025Q3: 17,211 shares; 2025Q4: 18,475 shares; 2026Q1: 18,723 shares; 2026Q2: 18,837 shares 18,837 $417K 0.02% +114 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,758 shares; 2025Q3: 8,968 shares; 2025Q4: 9,055 shares; 2026Q1: 9,801 shares; 2026Q2: 9,865 shares 9,865 $416K 0.02% +64 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,225 shares; 2025Q3: 4,600 shares; 2025Q4: 5,817 shares; 2026Q1: 6,619 shares; 2026Q2: 7,488 shares 7,488 $416K 0.02% +869 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,887 shares; 2025Q3: 12,021 shares; 2025Q4: 12,183 shares; 2026Q1: 12,341 shares; 2026Q2: 12,503 shares 12,503 $416K 0.02% +162 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,706 shares; 2025Q3: not reported; 2025Q4: 3,104 shares; 2026Q1: 3,226 shares; 2026Q2: 3,206 shares 3,206 $416K 0.02% -20 Timeline IBTK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,512 shares; 2024Q4: 18,070 shares; 2025Q1: 18,080 shares; 2025Q2: 19,219 shares; 2025Q3: 19,334 shares; 2025Q4: 20,754 shares; 2026Q1: 21,153 shares; 2026Q2: 21,284 shares 21,284 $416K 0.02% +131 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,037 shares; 2024Q4: 2,233 shares; 2025Q1: 3,010 shares; 2025Q2: 2,773 shares; 2025Q3: 3,428 shares; 2025Q4: 2,622 shares; 2026Q1: 2,639 shares; 2026Q2: 2,441 shares 2,441 $415K 0.02% -198 Timeline NAPR 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: 6,969 shares; 2024Q4: 6,969 shares; 2025Q1: 6,969 shares; 2025Q2: 6,969 shares; 2025Q3: 6,969 shares; 2025Q4: 6,969 shares; 2026Q1: 6,969 shares; 2026Q2: 6,969 shares 6,969 $413K 0.02% 0 Timeline FMHI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,382 shares; 2025Q4: 5,433 shares; 2026Q1: 4,729 shares; 2026Q2: 8,417 shares 8,417 $408K 0.02% +3,688 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,863 shares; 2024Q4: 1,868 shares; 2025Q1: 1,900 shares; 2025Q2: 2,085 shares; 2025Q3: 2,090 shares; 2025Q4: 1,998 shares; 2026Q1: 2,005 shares; 2026Q2: 2,011 shares 2,011 $405K 0.02% +6 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,200 shares; 2024Q4: 22,827 shares; 2025Q1: 24,839 shares; 2025Q2: 30,538 shares; 2025Q3: 32,971 shares; 2025Q4: 37,772 shares; 2026Q1: 38,108 shares; 2026Q2: 36,697 shares 36,697 $401K 0.02% -1,411 Timeline IBTL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,001 shares; 2024Q4: 17,398 shares; 2025Q1: 17,408 shares; 2025Q2: 17,787 shares; 2025Q3: 17,903 shares; 2025Q4: 19,283 shares; 2026Q1: 19,670 shares; 2026Q2: 19,803 shares 19,803 $400K 0.02% +133 Timeline