AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 185,418 shares; 2024Q4: 204,781 shares; 2025Q1: 245,927 shares; 2025Q2: 283,024 shares; 2025Q3: 292,135 shares; 2025Q4: 392,041 shares; 2026Q1: 412,258 shares; 2026Q2: 453,418 shares 453,418 $31.5M 12.68% +41,160 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,176 shares; 2024Q4: 79,696 shares; 2025Q1: 109,427 shares; 2025Q2: 146,993 shares; 2025Q3: 152,793 shares; 2025Q4: 191,963 shares; 2026Q1: 209,260 shares; 2026Q2: 244,296 shares 244,296 $23.8M 9.59% +35,036 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 51,774 shares; 2025Q2: 68,076 shares; 2025Q3: 218,989 shares; 2025Q4: 141,880 shares; 2026Q1: 184,791 shares; 2026Q2: 295,874 shares 295,874 $22.4M 9.01% +111,083 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: 95,523 shares; 2024Q4: 128,574 shares; 2025Q1: 138,538 shares; 2025Q2: 131,497 shares; 2025Q3: 120,164 shares; 2025Q4: 116,956 shares; 2026Q1: 123,634 shares; 2026Q2: 162,238 shares 162,238 $11.6M 4.65% +38,604 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,124 shares; 2025Q4: 24,870 shares; 2026Q1: 32,607 shares; 2026Q2: 113,001 shares 113,001 $8.3M 3.34% +80,394 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: 5,482 shares; 2024Q4: 6,058 shares; 2025Q1: 6,754 shares; 2025Q2: 6,992 shares; 2025Q3: 8,523 shares; 2025Q4: 7,473 shares; 2026Q1: 13,996 shares; 2026Q2: 18,734 shares 18,734 $6.93M 2.79% +4,738 Timeline PBMY PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,452 shares; 2024Q4: 78,452 shares; 2025Q1: 67,664 shares; 2025Q2: 99,422 shares; 2025Q3: 99,405 shares; 2025Q4: 99,405 shares; 2026Q1: 99,478 shares; 2026Q2: 154,475 shares 154,475 $4.82M 1.94% +54,997 Timeline PBJN PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,704 shares; 2024Q4: 70,682 shares; 2025Q1: 75,082 shares; 2025Q2: 130,924 shares; 2025Q3: 130,924 shares; 2025Q4: 130,924 shares; 2026Q1: 130,882 shares; 2026Q2: 147,369 shares 147,369 $4.54M 1.83% +16,487 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 790 shares; 2026Q2: 12,394 shares 12,394 $4.26M 1.71% +11,604 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,500 shares; 2025Q4: 2,824 shares; 2026Q1: 5,552 shares; 2026Q2: 18,893 shares 18,893 $4.12M 1.66% +13,341 Timeline PBJL PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,367 shares; 2024Q4: 86,404 shares; 2025Q1: 90,731 shares; 2025Q2: 90,731 shares; 2025Q3: 127,411 shares; 2025Q4: 127,411 shares; 2026Q1: 127,411 shares; 2026Q2: 127,411 shares 127,411 $3.99M 1.6% 0 Timeline PBNV PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 25,934 shares; 2025Q1: 25,934 shares; 2025Q2: 25,934 shares; 2025Q3: 25,934 shares; 2025Q4: 112,057 shares; 2026Q1: 112,057 shares; 2026Q2: 112,057 shares 112,057 $3.47M 1.4% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 493 shares; 2026Q1: 814 shares; 2026Q2: 37,625 shares 37,625 $3.24M 1.3% +36,811 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,126 shares; 2025Q4: 1,356 shares; 2026Q1: 2,450 shares; 2026Q2: 40,045 shares 40,045 $3.23M 1.3% +37,595 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,619 shares; 2024Q4: 28,505 shares; 2025Q1: 28,505 shares; 2025Q2: 27,651 shares; 2025Q3: 33,587 shares; 2025Q4: 47,767 shares; 2026Q1: 56,738 shares; 2026Q2: 62,051 shares 62,051 $3.1M 1.25% +5,313 Timeline PBAU PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,935 shares; 2024Q4: 21,163 shares; 2025Q1: 25,487 shares; 2025Q2: 25,285 shares; 2025Q3: 96,541 shares; 2025Q4: 96,541 shares; 2026Q1: 96,541 shares; 2026Q2: 96,541 shares 96,541 $3.03M 1.22% 0 Timeline PBFB PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 48,618 shares; 2025Q2: 48,618 shares; 2025Q3: 48,618 shares; 2025Q4: 48,286 shares; 2026Q1: 93,746 shares; 2026Q2: 93,746 shares 93,746 $2.99M 1.2% 0 Timeline PBMR PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,071 shares; 2024Q4: 12,071 shares; 2025Q1: 75,567 shares; 2025Q2: 75,567 shares; 2025Q3: 75,567 shares; 2025Q4: 72,719 shares; 2026Q1: 94,790 shares; 2026Q2: 91,628 shares 91,628 $2.94M 1.18% -3,162 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: 50,128 shares; 2024Q4: 71,016 shares; 2025Q1: 72,651 shares; 2025Q2: 83,044 shares; 2025Q3: 107,032 shares; 2025Q4: 115,801 shares; 2026Q1: 126,709 shares; 2026Q2: 125,153 shares 125,153 $2.77M 1.11% -1,556 Timeline PBJA PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 37,835 shares; 2025Q2: 37,835 shares; 2025Q3: 37,835 shares; 2025Q4: 41,401 shares; 2026Q1: 90,157 shares; 2026Q2: 84,492 shares 84,492 $2.73M 1.1% -5,665 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,583 shares; 2025Q4: 13,518 shares; 2026Q1: 15,917 shares; 2026Q2: 42,433 shares 42,433 $2.53M 1.02% +26,516 Timeline PBAP PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,639 shares; 2024Q4: 49,639 shares; 2025Q1: 49,639 shares; 2025Q2: 61,926 shares; 2025Q3: 61,926 shares; 2025Q4: 60,434 shares; 2026Q1: 57,234 shares; 2026Q2: 81,028 shares 81,028 $2.51M 1.01% +23,794 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: 219,729 shares; 2024Q4: 144,257 shares; 2025Q1: 75,046 shares; 2025Q2: 53,020 shares; 2025Q3: 45,132 shares; 2025Q4: 42,864 shares; 2026Q1: 37,139 shares; 2026Q2: 27,345 shares 27,345 $2.51M 1.01% -9,794 Timeline MMAX 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: 100,264 shares; 2025Q3: 100,264 shares; 2025Q4: 101,581 shares; 2026Q1: 101,581 shares; 2026Q2: 82,922 shares 82,922 $2.24M 0.9% -18,659 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: 39,549 shares; 2024Q4: 63,597 shares; 2025Q1: 68,898 shares; 2025Q2: 87,976 shares; 2025Q3: 96,140 shares; 2025Q4: 97,378 shares; 2026Q1: 97,965 shares; 2026Q2: 98,664 shares 98,664 $2.21M 0.89% +699 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: 2,611 shares; 2024Q4: 2,506 shares; 2025Q1: 2,523 shares; 2025Q2: 2,524 shares; 2025Q3: 2,582 shares; 2025Q4: 2,599 shares; 2026Q1: 3,274 shares; 2026Q2: 3,096 shares 3,096 $2.13M 0.86% -178 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,569 shares; 2024Q4: 38,151 shares; 2025Q1: 39,141 shares; 2025Q2: 36,888 shares; 2025Q3: 33,806 shares; 2025Q4: 33,257 shares; 2026Q1: 32,973 shares; 2026Q2: 16,371 shares 16,371 $1.92M 0.77% -16,602 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: 1,507 shares; 2024Q4: 1,543 shares; 2025Q1: 1,552 shares; 2025Q2: 1,554 shares; 2025Q3: 1,560 shares; 2025Q4: 1,571 shares; 2026Q1: 2,090 shares; 2026Q2: 6,136 shares 6,136 $1.86M 0.75% +4,046 Timeline PBSE PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 55,826 shares; 2025Q4: 55,826 shares; 2026Q1: 55,826 shares; 2026Q2: 55,826 shares 55,826 $1.72M 0.69% 0 Timeline MLRG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,197 shares; 2024Q4: 40,174 shares; 2025Q1: 41,644 shares; 2025Q2: 39,098 shares; 2025Q3: 36,106 shares; 2025Q4: 35,692 shares; 2026Q1: 35,015 shares; 2026Q2: 16,217 shares 16,217 $1.68M 0.68% -18,798 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: 1,716 shares; 2024Q4: 1,736 shares; 2025Q1: 4,882 shares; 2025Q2: 4,883 shares; 2025Q3: 4,885 shares; 2025Q4: 5,686 shares; 2026Q1: 5,999 shares; 2026Q2: 5,767 shares 5,767 $1.67M 0.67% -232 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,754 shares; 2024Q4: 1,755 shares; 2025Q1: 1,907 shares; 2025Q2: 1,935 shares; 2025Q3: 1,903 shares; 2025Q4: 1,989 shares; 2026Q1: 1,926 shares; 2026Q2: 2,166 shares 2,166 $1.62M 0.65% +240 Timeline CPNM CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 36,754 shares; 2025Q2: 36,754 shares; 2025Q3: 36,754 shares; 2025Q4: 36,754 shares; 2026Q1: 60,133 shares; 2026Q2: 60,133 shares 60,133 $1.61M 0.65% 0 Timeline ILCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,611 shares; 2024Q4: 39,663 shares; 2025Q1: 41,214 shares; 2025Q2: 38,655 shares; 2025Q3: 36,271 shares; 2025Q4: 35,786 shares; 2026Q1: 35,164 shares; 2026Q2: 15,639 shares 15,639 $1.58M 0.64% -19,525 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 55,816 shares; 2025Q1: 43,479 shares; 2025Q2: 24,545 shares; 2025Q3: 21,877 shares; 2025Q4: 21,696 shares; 2026Q1: 21,597 shares; 2026Q2: 15,718 shares 15,718 $1.58M 0.64% -5,879 Timeline VWOB 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: 14,362 shares; 2024Q4: 17,186 shares; 2025Q1: 18,421 shares; 2025Q2: 17,075 shares; 2025Q3: 17,190 shares; 2025Q4: 17,366 shares; 2026Q1: 18,645 shares; 2026Q2: 20,922 shares 20,922 $1.41M 0.57% +2,277 Timeline PBOC PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 30,780 shares; 2025Q1: 30,780 shares; 2025Q2: 30,780 shares; 2025Q3: 30,780 shares; 2025Q4: 45,254 shares; 2026Q1: 45,254 shares; 2026Q2: 45,254 shares 45,254 $1.39M 0.56% 0 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: 4,421 shares; 2024Q4: 6,022 shares; 2025Q1: 6,543 shares; 2025Q2: 6,170 shares; 2025Q3: 7,462 shares; 2025Q4: 8,094 shares; 2026Q1: 8,845 shares; 2026Q2: 14,374 shares 14,374 $1.39M 0.56% +5,529 Timeline CPNJ CALAMOS ETF TR More: the full row for CALAMOS 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: 51,062 shares; 2025Q3: 51,062 shares; 2025Q4: 49,128 shares; 2026Q1: 49,128 shares; 2026Q2: 49,128 shares 49,128 $1.36M 0.55% 0 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: 28,125 shares; 2024Q4: 11,557 shares; 2025Q1: 11,744 shares; 2025Q2: 22,275 shares; 2025Q3: 33,483 shares; 2025Q4: 45,624 shares; 2026Q1: 58,657 shares; 2026Q2: 60,840 shares 60,840 $1.32M 0.53% +2,183 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,117 shares; 2024Q4: 45,598 shares; 2025Q1: 50,395 shares; 2025Q2: 46,593 shares; 2025Q3: 39,153 shares; 2025Q4: 37,947 shares; 2026Q1: 38,716 shares; 2026Q2: 17,095 shares 17,095 $1.31M 0.53% -21,621 Timeline JULT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,655 shares; 2024Q4: 33,655 shares; 2025Q1: 33,655 shares; 2025Q2: 29,647 shares; 2025Q3: 26,872 shares; 2025Q4: 26,872 shares; 2026Q1: 26,872 shares; 2026Q2: 26,872 shares 26,872 $1.28M 0.52% 0 Timeline FEBW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 36,049 shares; 2025Q2: 36,049 shares; 2025Q3: 36,049 shares; 2025Q4: 36,049 shares; 2026Q1: 34,983 shares; 2026Q2: 34,981 shares 34,981 $1.24M 0.5% -2 Timeline IBIJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,051 shares; 2024Q4: 42,507 shares; 2025Q1: 42,507 shares; 2025Q2: 44,047 shares; 2025Q3: 45,223 shares; 2025Q4: 46,126 shares; 2026Q1: 46,126 shares; 2026Q2: 47,604 shares 47,604 $1.24M 0.5% +1,478 Timeline PBDE PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 22,144 shares; 2025Q1: 22,144 shares; 2025Q2: 22,144 shares; 2025Q3: 22,144 shares; 2025Q4: 39,721 shares; 2026Q1: 39,721 shares; 2026Q2: 39,721 shares 39,721 $1.23M 0.49% 0 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,998 shares; 2024Q4: 73,191 shares; 2025Q1: 79,673 shares; 2025Q2: 75,035 shares; 2025Q3: 68,695 shares; 2025Q4: 65,819 shares; 2026Q1: 64,065 shares; 2026Q2: 22,079 shares 22,079 $1.14M 0.46% -41,986 Timeline CPNS CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,804 shares; 2024Q4: 42,804 shares; 2025Q1: 42,612 shares; 2025Q2: 36,549 shares; 2025Q3: 42,536 shares; 2025Q4: 42,088 shares; 2026Q1: 39,250 shares; 2026Q2: 39,141 shares 39,141 $1.1M 0.44% -109 Timeline IMCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,850 shares; 2024Q4: 26,833 shares; 2025Q1: 28,022 shares; 2025Q2: 26,375 shares; 2025Q3: 25,051 shares; 2025Q4: 25,299 shares; 2026Q1: 24,931 shares; 2026Q2: 11,959 shares 11,959 $1.09M 0.44% -12,972 Timeline IBIE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,620 shares; 2024Q4: 12,760 shares; 2025Q1: 19,327 shares; 2025Q2: 19,683 shares; 2025Q3: 27,125 shares; 2025Q4: 33,763 shares; 2026Q1: 33,763 shares; 2026Q2: 39,506 shares 39,506 $1.04M 0.42% +5,743 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,950 shares; 2025Q1: not reported; 2025Q2: 4,229 shares; 2025Q3: 3,484 shares; 2025Q4: 3,520 shares; 2026Q1: 7,296 shares; 2026Q2: 12,088 shares 12,088 $1.03M 0.42% +4,792 Timeline CPRJ CALAMOS ETF TR More: the full row for CALAMOS 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: 37,159 shares; 2025Q4: 37,159 shares; 2026Q1: 37,159 shares; 2026Q2: 37,159 shares 37,159 $1.03M 0.41% 0 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,831 shares; 2024Q4: 33,576 shares; 2025Q1: 36,208 shares; 2025Q2: 33,393 shares; 2025Q3: 28,264 shares; 2025Q4: 28,067 shares; 2026Q1: 27,968 shares; 2026Q2: 9,586 shares 9,586 $1.02M 0.41% -18,382 Timeline APRW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,658 shares; 2024Q4: 18,658 shares; 2025Q1: 22,726 shares; 2025Q2: 28,170 shares; 2025Q3: 28,170 shares; 2025Q4: 28,170 shares; 2026Q1: 28,170 shares; 2026Q2: 27,197 shares 27,197 $1.01M 0.41% -973 Timeline SMAX 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: 37,113 shares; 2025Q1: 37,208 shares; 2025Q2: 36,492 shares; 2025Q3: 36,408 shares; 2025Q4: 36,141 shares; 2026Q1: 36,141 shares; 2026Q2: 36,141 shares 36,141 $1.01M 0.41% 0 Timeline PMMY PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,749 shares; 2025Q3: 27,749 shares; 2025Q4: 27,749 shares; 2026Q1: 27,749 shares; 2026Q2: 37,411 shares 37,411 $1M 0.4% +9,662 Timeline PMDE PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,665 shares; 2026Q1: 41,665 shares; 2026Q2: 38,433 shares 38,433 $991K 0.4% -3,232 Timeline IBIF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,692 shares; 2024Q4: 11,868 shares; 2025Q1: 11,868 shares; 2025Q2: 11,987 shares; 2025Q3: 20,058 shares; 2025Q4: 27,584 shares; 2026Q1: 27,584 shares; 2026Q2: 32,786 shares 32,786 $862K 0.35% +5,202 Timeline PMNV PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,671 shares; 2026Q1: 32,672 shares; 2026Q2: 32,672 shares 32,672 $847K 0.34% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,966 shares; 2025Q4: 27,094 shares; 2026Q1: 39,203 shares; 2026Q2: 42,531 shares 42,531 $831K 0.33% +3,328 Timeline MAYW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,558 shares; 2024Q4: 9,558 shares; 2025Q1: 13,954 shares; 2025Q2: 15,889 shares; 2025Q3: 15,889 shares; 2025Q4: 15,889 shares; 2026Q1: 15,889 shares; 2026Q2: 23,820 shares 23,820 $828K 0.33% +7,931 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,847 shares; 2024Q4: 20,766 shares; 2025Q1: 21,683 shares; 2025Q2: 19,450 shares; 2025Q3: 17,883 shares; 2025Q4: 17,877 shares; 2026Q1: 17,816 shares; 2026Q2: 8,398 shares 8,398 $826K 0.33% -9,418 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: 1,385 shares; 2024Q4: 1,385 shares; 2025Q1: 1,985 shares; 2025Q2: 1,887 shares; 2025Q3: 3,014 shares; 2025Q4: 2,440 shares; 2026Q1: 3,826 shares; 2026Q2: 3,269 shares 3,269 $779K 0.31% -557 Timeline IBIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,748 shares; 2024Q4: 12,930 shares; 2025Q1: 12,930 shares; 2025Q2: 13,309 shares; 2025Q3: 17,636 shares; 2025Q4: 23,269 shares; 2026Q1: 25,189 shares; 2026Q2: 28,974 shares 28,974 $761K 0.31% +3,785 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,777 shares; 2024Q4: 18,673 shares; 2025Q1: 19,390 shares; 2025Q2: 17,856 shares; 2025Q3: 16,589 shares; 2025Q4: 16,797 shares; 2026Q1: 16,702 shares; 2026Q2: 7,876 shares 7,876 $761K 0.31% -8,826 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,993 shares; 2024Q4: 41,665 shares; 2025Q1: 41,938 shares; 2025Q2: 45,039 shares; 2025Q3: 46,163 shares; 2025Q4: 45,089 shares; 2026Q1: 34,591 shares; 2026Q2: 32,503 shares 32,503 $744K 0.3% -2,088 Timeline MARW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,487 shares; 2024Q4: 12,487 shares; 2025Q1: 19,190 shares; 2025Q2: 19,190 shares; 2025Q3: 19,190 shares; 2025Q4: 19,190 shares; 2026Q1: 21,587 shares; 2026Q2: 19,597 shares 19,597 $708K 0.28% -1,990 Timeline CPNQ CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,427 shares; 2025Q1: 11,427 shares; 2025Q2: 11,427 shares; 2025Q3: 11,427 shares; 2025Q4: 25,481 shares; 2026Q1: 25,481 shares; 2026Q2: 25,481 shares 25,481 $698K 0.28% 0 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: not reported; 2024Q4: not reported; 2025Q1: 11,447 shares; 2025Q2: 11,562 shares; 2025Q3: 12,414 shares; 2025Q4: 21,615 shares; 2026Q1: 31,446 shares; 2026Q2: 33,505 shares 33,505 $676K 0.27% +2,059 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: 1,250 shares; 2024Q4: 1,252 shares; 2025Q1: 1,714 shares; 2025Q2: 1,780 shares; 2025Q3: 1,977 shares; 2025Q4: 1,840 shares; 2026Q1: 1,879 shares; 2026Q2: 1,811 shares 1,811 $676K 0.27% -68 Timeline CPSY CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,796 shares; 2025Q2: 25,796 shares; 2025Q3: 25,796 shares; 2025Q4: 25,796 shares; 2026Q1: 25,796 shares; 2026Q2: 25,796 shares 25,796 $663K 0.27% 0 Timeline NVBW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,608 shares; 2025Q1: 6,608 shares; 2025Q2: 6,608 shares; 2025Q3: 6,608 shares; 2025Q4: 18,344 shares; 2026Q1: 18,344 shares; 2026Q2: 18,344 shares 18,344 $653K 0.26% 0 Timeline DMAY 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: 13,131 shares; 2024Q4: 13,131 shares; 2025Q1: 13,131 shares; 2025Q2: 13,131 shares; 2025Q3: 13,131 shares; 2025Q4: 13,131 shares; 2026Q1: 13,131 shares; 2026Q2: 13,131 shares 13,131 $619K 0.25% 0 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: 2,241 shares; 2024Q4: 2,251 shares; 2025Q1: not reported; 2025Q2: 2,271 shares; 2025Q3: 2,281 shares; 2025Q4: 2,289 shares; 2026Q1: 2,295 shares; 2026Q2: 4,869 shares 4,869 $607K 0.24% +2,574 Timeline PMSE PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,812 shares; 2025Q4: 22,812 shares; 2026Q1: 22,812 shares; 2026Q2: 22,812 shares 22,812 $600K 0.24% 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: 719 shares; 2024Q4: 719 shares; 2025Q1: 719 shares; 2025Q2: 720 shares; 2025Q3: 1,946 shares; 2025Q4: 1,261 shares; 2026Q1: 1,200 shares; 2026Q2: 4,799 shares 4,799 $596K 0.24% +3,599 Timeline JUNW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,313 shares; 2024Q4: 11,639 shares; 2025Q1: 11,639 shares; 2025Q2: 19,376 shares; 2025Q3: 19,376 shares; 2025Q4: 19,376 shares; 2026Q1: 19,376 shares; 2026Q2: 16,605 shares 16,605 $571K 0.23% -2,771 Timeline PMAP PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,871 shares 20,871 $569K 0.23% new Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,044 shares; 2024Q4: 4,049 shares; 2025Q1: 4,068 shares; 2025Q2: 4,084 shares; 2025Q3: 4,089 shares; 2025Q4: 4,093 shares; 2026Q1: 4,097 shares; 2026Q2: 4,101 shares 4,101 $564K 0.23% +4 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,273 shares 2,273 $560K 0.23% new Timeline PMFB PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,207 shares; 2026Q2: 20,207 shares 20,207 $551K 0.22% 0 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 508 shares; 2025Q4: 640 shares; 2026Q1: 624 shares; 2026Q2: 731 shares 731 $546K 0.22% +107 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,995 shares; 2024Q4: 18,389 shares; 2025Q1: 18,389 shares; 2025Q2: 18,808 shares; 2025Q3: 32,198 shares; 2025Q4: 22,031 shares; 2026Q1: 19,037 shares; 2026Q2: 19,152 shares 19,152 $531K 0.21% +115 Timeline PMAU PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,202 shares; 2025Q4: 19,202 shares; 2026Q1: 19,202 shares; 2026Q2: 19,202 shares 19,202 $511K 0.21% 0 Timeline DFEB 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: 11,535 shares; 2024Q4: 11,535 shares; 2025Q1: 10,014 shares; 2025Q2: 10,014 shares; 2025Q3: 10,014 shares; 2025Q4: 10,014 shares; 2026Q1: 10,014 shares; 2026Q2: 10,014 shares 10,014 $506K 0.2% 0 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: 1,920 shares; 2024Q4: 1,745 shares; 2025Q1: not reported; 2025Q2: 1,746 shares; 2025Q3: 2,662 shares; 2025Q4: 2,662 shares; 2026Q1: 3,311 shares; 2026Q2: 2,473 shares 2,473 $495K 0.2% -838 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,319 shares; 2025Q4: 5,159 shares; 2026Q1: 5,562 shares; 2026Q2: 10,076 shares 10,076 $488K 0.2% +4,514 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 647 shares; 2026Q2: 991 shares 991 $473K 0.19% +344 Timeline CPSF CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,714 shares; 2025Q2: 23,714 shares; 2025Q3: 23,714 shares; 2025Q4: 23,714 shares; 2026Q1: 17,469 shares; 2026Q2: 17,469 shares 17,469 $458K 0.18% 0 Timeline DMAR 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: 11,733 shares; 2024Q4: 11,733 shares; 2025Q1: 10,018 shares; 2025Q2: 10,018 shares; 2025Q3: 10,018 shares; 2025Q4: 10,018 shares; 2026Q1: 10,018 shares; 2026Q2: 10,018 shares 10,018 $448K 0.18% 0 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: 13,529 shares; 2025Q2: 13,612 shares; 2025Q3: 13,695 shares; 2025Q4: 13,806 shares; 2026Q1: 13,863 shares; 2026Q2: 17,321 shares 17,321 $443K 0.18% +3,458 Timeline VTP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,672 shares 5,672 $435K 0.17% new Timeline ZJUL 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: 14,495 shares; 2024Q4: 14,495 shares; 2025Q1: 14,495 shares; 2025Q2: 14,495 shares; 2025Q3: 14,495 shares; 2025Q4: 14,495 shares; 2026Q1: 14,495 shares; 2026Q2: 14,495 shares 14,495 $434K 0.17% 0 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 376 shares 376 $434K 0.17% new 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: 10,230 shares; 2024Q4: not reported; 2025Q1: 15,898 shares; 2025Q2: 15,994 shares; 2025Q3: 16,094 shares; 2025Q4: 16,228 shares; 2026Q1: 16,297 shares; 2026Q2: 16,398 shares 16,398 $417K 0.17% +101 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 856 shares 856 $414K 0.17% new Timeline IBIH 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: 14,065 shares; 2026Q1: 14,065 shares; 2026Q2: 15,443 shares 15,443 $406K 0.16% +1,378 Timeline ISCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,074 shares; 2024Q4: 10,190 shares; 2025Q1: 10,602 shares; 2025Q2: 10,075 shares; 2025Q3: 9,748 shares; 2025Q4: 10,064 shares; 2026Q1: 10,052 shares; 2026Q2: 5,069 shares 5,069 $397K 0.16% -4,983 Timeline IBID 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: 11,242 shares; 2025Q2: 11,401 shares; 2025Q3: 11,547 shares; 2025Q4: 12,556 shares; 2026Q1: 12,556 shares; 2026Q2: 15,126 shares 15,126 $397K 0.16% +2,570 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,108 shares; 2024Q4: 1,110 shares; 2025Q1: 1,112 shares; 2025Q2: 1,114 shares; 2025Q3: 1,115 shares; 2025Q4: 1,117 shares; 2026Q1: 1,127 shares; 2026Q2: 1,192 shares 1,192 $390K 0.16% +65 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: 342 shares; 2024Q4: 354 shares; 2025Q1: not reported; 2025Q2: 406 shares; 2025Q3: 636 shares; 2025Q4: 406 shares; 2026Q1: 407 shares; 2026Q2: 3,264 shares 3,264 $390K 0.16% +2,857 Timeline DJAN 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: 10,167 shares; 2024Q4: 8,492 shares; 2025Q1: 8,492 shares; 2025Q2: 8,492 shares; 2025Q3: 8,492 shares; 2025Q4: 8,492 shares; 2026Q1: 8,492 shares; 2026Q2: 8,492 shares 8,492 $387K 0.16% 0 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,094 shares 3,094 $376K 0.15% new Timeline IBTO 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: 13,944 shares; 2026Q2: 15,552 shares 15,552 $375K 0.15% +1,608 Timeline MSML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,064 shares; 2024Q4: 10,403 shares; 2025Q1: 10,844 shares; 2025Q2: 10,379 shares; 2025Q3: 10,085 shares; 2025Q4: 10,153 shares; 2026Q1: 10,148 shares; 2026Q2: 4,836 shares 4,836 $365K 0.15% -5,312 Timeline RPV 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: 3,065 shares; 2024Q4: 3,082 shares; 2025Q1: 3,105 shares; 2025Q2: 3,123 shares; 2025Q3: 3,149 shares; 2025Q4: 3,165 shares; 2026Q1: 3,185 shares; 2026Q2: 3,204 shares 3,204 $365K 0.15% +19 Timeline CPSN CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 50,235 shares; 2025Q1: 50,235 shares; 2025Q2: 50,235 shares; 2025Q3: 50,235 shares; 2025Q4: 42,074 shares; 2026Q1: 13,190 shares; 2026Q2: 13,142 shares 13,142 $364K 0.15% -48 Timeline DAPR 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: 19,268 shares; 2024Q4: 19,268 shares; 2025Q1: 17,303 shares; 2025Q2: 17,303 shares; 2025Q3: 17,303 shares; 2025Q4: 17,303 shares; 2026Q1: 8,834 shares; 2026Q2: 8,834 shares 8,834 $361K 0.15% 0 Timeline IFEB 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: 11,369 shares; 2026Q2: 11,369 shares 11,369 $356K 0.14% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,076 shares; 2025Q4: 6,076 shares; 2026Q1: 6,076 shares; 2026Q2: 6,076 shares 6,076 $350K 0.14% 0 Timeline DJUN 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: 9,972 shares; 2024Q4: 9,972 shares; 2025Q1: 9,972 shares; 2025Q2: 9,972 shares; 2025Q3: 9,972 shares; 2025Q4: 6,972 shares; 2026Q1: 6,972 shares; 2026Q2: 6,972 shares 6,972 $344K 0.14% 0 Timeline CPSP CALAMOS ETF TR More: the full row for CALAMOS 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: 12,746 shares; 2025Q3: 12,746 shares; 2025Q4: 12,746 shares; 2026Q1: 12,746 shares; 2026Q2: 12,746 shares 12,746 $343K 0.14% 0 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,608 shares 2,608 $340K 0.14% new Timeline OCTW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,140 shares; 2025Q1: 8,140 shares; 2025Q2: 8,140 shares; 2025Q3: 8,140 shares; 2025Q4: 8,140 shares; 2026Q1: 8,140 shares; 2026Q2: 8,140 shares 8,140 $333K 0.13% 0 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,193 shares; 2026Q1: 3,193 shares; 2026Q2: 3,211 shares 3,211 $329K 0.13% +18 Timeline IBIC 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: 11,375 shares; 2025Q2: 12,240 shares; 2025Q3: 12,397 shares; 2025Q4: 10,987 shares; 2026Q1: 10,987 shares; 2026Q2: 12,356 shares 12,356 $322K 0.13% +1,369 Timeline SEPT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,427 shares; 2024Q4: 10,427 shares; 2025Q1: 10,427 shares; 2025Q2: 10,427 shares; 2025Q3: 10,427 shares; 2025Q4: 10,427 shares; 2026Q1: 10,427 shares; 2026Q2: 8,559 shares 8,559 $321K 0.13% -1,868 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,231 shares 3,231 $320K 0.13% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 342 shares 342 $320K 0.13% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 808 shares; 2025Q3: 808 shares; 2025Q4: 1,482 shares; 2026Q1: not reported; 2026Q2: 1,675 shares 1,675 $319K 0.13% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,111 shares; 2026Q2: 1,591 shares 1,591 $314K 0.13% +480 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: 6,314 shares; 2024Q4: 6,314 shares; 2025Q1: 6,314 shares; 2025Q2: 6,544 shares; 2025Q3: 6,544 shares; 2025Q4: 6,544 shares; 2026Q1: 6,544 shares; 2026Q2: 6,544 shares 6,544 $314K 0.13% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,475 shares; 2025Q4: 9,955 shares; 2026Q1: not reported; 2026Q2: 10,647 shares 10,647 $313K 0.13% new 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: 1,810 shares; 2024Q4: 1,810 shares; 2025Q1: not reported; 2025Q2: 1,882 shares; 2025Q3: 1,810 shares; 2025Q4: 1,828 shares; 2026Q1: 1,830 shares; 2026Q2: 2,109 shares 2,109 $313K 0.13% +279 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: 3,900 shares; 2024Q4: 3,900 shares; 2025Q1: 3,900 shares; 2025Q2: 3,900 shares; 2025Q3: 3,900 shares; 2025Q4: 3,986 shares; 2026Q1: 3,992 shares; 2026Q2: 3,992 shares 3,992 $308K 0.12% 0 Timeline DJUL 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: 6,131 shares; 2024Q4: 6,131 shares; 2025Q1: 6,131 shares; 2025Q2: 6,131 shares; 2025Q3: 6,131 shares; 2025Q4: 6,131 shares; 2026Q1: 6,131 shares; 2026Q2: 6,131 shares 6,131 $307K 0.12% 0 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: 237 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 239 shares; 2026Q1: 239 shares; 2026Q2: 249 shares 249 $298K 0.12% +10 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: 1,337 shares; 2024Q4: 1,342 shares; 2025Q1: 1,348 shares; 2025Q2: 1,354 shares; 2025Q3: 1,359 shares; 2025Q4: 1,370 shares; 2026Q1: 1,371 shares; 2026Q2: 1,376 shares 1,376 $293K 0.12% +5 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,303 shares; 2025Q4: 2,047 shares; 2026Q1: 1,982 shares; 2026Q2: 1,985 shares 1,985 $291K 0.12% +3 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,526 shares 5,526 $290K 0.12% new Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,578 shares; 2024Q4: 16,949 shares; 2025Q1: 17,592 shares; 2025Q2: 15,900 shares; 2025Q3: 12,167 shares; 2025Q4: 12,242 shares; 2026Q1: 12,433 shares; 2026Q2: 3,676 shares 3,676 $286K 0.12% -8,757 Timeline CPSR CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,901 shares; 2025Q2: 10,901 shares; 2025Q3: 10,901 shares; 2025Q4: 10,901 shares; 2026Q1: 10,901 shares; 2026Q2: 10,901 shares 10,901 $282K 0.11% 0 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,945 shares; 2024Q4: not reported; 2025Q1: 2,945 shares; 2025Q2: 2,945 shares; 2025Q3: 2,945 shares; 2025Q4: 2,945 shares; 2026Q1: 2,945 shares; 2026Q2: 2,945 shares 2,945 $281K 0.11% 0 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 933 shares; 2025Q3: 934 shares; 2025Q4: 937 shares; 2026Q1: 1,192 shares; 2026Q2: 940 shares 940 $281K 0.11% -252 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,451 shares; 2024Q4: 2,469 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,507 shares; 2025Q4: 2,523 shares; 2026Q1: 2,534 shares; 2026Q2: 2,546 shares 2,546 $278K 0.11% +12 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,915 shares; 2026Q1: 4,915 shares; 2026Q2: 4,915 shares 4,915 $277K 0.11% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 727 shares 727 $260K 0.1% new 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: not reported; 2024Q4: 3,104 shares; 2025Q1: 3,058 shares; 2025Q2: 2,905 shares; 2025Q3: 2,995 shares; 2025Q4: 2,995 shares; 2026Q1: 2,697 shares; 2026Q2: 2,697 shares 2,697 $260K 0.1% 0 Timeline DOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,549 shares; 2026Q1: 5,549 shares; 2026Q2: 5,549 shares 5,549 $259K 0.1% 0 Timeline PMJA PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,342 shares; 2026Q2: 9,342 shares 9,342 $256K 0.1% 0 Timeline IBTM 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: 9,613 shares; 2026Q2: 10,923 shares 10,923 $248K 0.1% +1,310 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: 11,394 shares; 2024Q4: 11,600 shares; 2025Q1: 11,786 shares; 2025Q2: 11,999 shares; 2025Q3: 12,228 shares; 2025Q4: 12,468 shares; 2026Q1: 12,686 shares; 2026Q2: 12,896 shares 12,896 $247K 0.1% +210 Timeline XT 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: 2,959 shares 2,959 $245K 0.1% new Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,639 shares; 2026Q2: 1,651 shares 1,651 $242K 0.1% +12 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: 2,424 shares; 2024Q4: 2,429 shares; 2025Q1: 2,432 shares; 2025Q2: 2,436 shares; 2025Q3: 2,439 shares; 2025Q4: 2,443 shares; 2026Q1: 2,448 shares; 2026Q2: 2,451 shares 2,451 $236K 0.1% +3 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 645 shares 645 $236K 0.09% new Timeline AOK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,037 shares 5,037 $209K 0.08% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,392 shares 4,392 $209K 0.08% new Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,007 shares 2,007 $209K 0.08% new Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,597 shares; 2025Q4: 33,256 shares; 2026Q1: 33,256 shares; 2026Q2: 4,107 shares 4,107 $207K 0.08% -29,149 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,871 shares 4,871 $206K 0.08% new Timeline PMJN PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,667 shares 7,667 $204K 0.08% new Timeline JUNT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,388 shares 5,388 $204K 0.08% new Timeline