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: 38,628 shares; 2024Q4: 38,418 shares; 2025Q1: 37,356 shares; 2025Q2: 36,654 shares; 2025Q3: 37,143 shares; 2025Q4: 36,598 shares; 2026Q1: 35,988 shares; 2026Q2: 35,559 shares 35,559 $23.3M 7.01% -429 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: 43,897 shares; 2024Q4: 43,207 shares; 2025Q1: 40,823 shares; 2025Q2: 41,185 shares; 2025Q3: 41,058 shares; 2025Q4: 47,545 shares; 2026Q1: 46,299 shares; 2026Q2: 45,874 shares 45,874 $13.3M 3.99% -425 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: 46,631 shares; 2024Q4: 49,377 shares; 2025Q1: 50,659 shares; 2025Q2: 51,786 shares; 2025Q3: 51,765 shares; 2025Q4: 54,755 shares; 2026Q1: 55,591 shares; 2026Q2: 55,049 shares 55,049 $11M 3.31% -542 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 110,486 shares; 2024Q4: 337,242 shares; 2025Q1: 345,692 shares; 2025Q2: 327,350 shares; 2025Q3: 325,418 shares; 2025Q4: 328,243 shares; 2026Q1: 339,416 shares; 2026Q2: 352,641 shares 352,641 $10.2M 3.07% +13,225 Timeline RSPT 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: 175,652 shares; 2024Q4: 168,619 shares; 2025Q1: 162,072 shares; 2025Q2: 158,772 shares; 2025Q3: 154,792 shares; 2025Q4: 147,777 shares; 2026Q1: 145,513 shares; 2026Q2: 143,025 shares 143,025 $9.23M 2.77% -2,488 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,360 shares; 2024Q4: 8,547 shares; 2025Q1: 9,078 shares; 2025Q2: 10,685 shares; 2025Q3: 10,822 shares; 2025Q4: 11,444 shares; 2026Q1: 11,777 shares; 2026Q2: 11,909 shares 11,909 $8.91M 2.68% +132 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: 75,812 shares; 2024Q4: 75,447 shares; 2025Q1: 78,089 shares; 2025Q2: 81,304 shares; 2025Q3: 80,719 shares; 2025Q4: 78,961 shares; 2026Q1: 78,021 shares; 2026Q2: 154,967 shares 154,967 $8.7M 2.62% +76,946 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: 33,886 shares; 2024Q4: 34,006 shares; 2025Q1: 33,800 shares; 2025Q2: 34,692 shares; 2025Q3: 34,846 shares; 2025Q4: 35,424 shares; 2026Q1: 36,232 shares; 2026Q2: 36,128 shares 36,128 $8.61M 2.59% -104 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: 25,089 shares; 2024Q4: 24,418 shares; 2025Q1: 24,119 shares; 2025Q2: 23,703 shares; 2025Q3: 23,188 shares; 2025Q4: 44,104 shares; 2026Q1: 43,023 shares; 2026Q2: 42,378 shares 42,378 $8.07M 2.43% -645 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: 9,550 shares; 2024Q4: 10,002 shares; 2025Q1: 10,136 shares; 2025Q2: 9,722 shares; 2025Q3: 9,483 shares; 2025Q4: 9,554 shares; 2026Q1: 9,804 shares; 2026Q2: 10,378 shares 10,378 $7.65M 2.3% +574 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: 58,816 shares; 2024Q4: 235,924 shares; 2025Q1: 238,750 shares; 2025Q2: 239,349 shares; 2025Q3: 236,869 shares; 2025Q4: 229,943 shares; 2026Q1: 226,289 shares; 2026Q2: 220,706 shares 220,706 $7.47M 2.25% -5,583 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,873 shares; 2024Q4: 5,443 shares; 2025Q1: 12,108 shares; 2025Q2: 23,302 shares; 2025Q3: 66,669 shares; 2025Q4: 120,897 shares; 2026Q1: 135,898 shares; 2026Q2: 135,438 shares 135,438 $7.09M 2.13% -460 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: 51,730 shares; 2024Q4: 158,976 shares; 2025Q1: 167,167 shares; 2025Q2: 167,272 shares; 2025Q3: 165,622 shares; 2025Q4: 174,673 shares; 2026Q1: 183,908 shares; 2026Q2: 212,780 shares 212,780 $6.75M 2.03% +28,872 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: 17,365 shares; 2024Q4: 20,400 shares; 2025Q1: 21,293 shares; 2025Q2: 22,806 shares; 2025Q3: 23,962 shares; 2025Q4: 26,401 shares; 2026Q1: 29,147 shares; 2026Q2: 30,687 shares 30,687 $6.53M 1.96% +1,540 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: 34,189 shares; 2024Q4: 39,443 shares; 2025Q1: 40,516 shares; 2025Q2: 42,838 shares; 2025Q3: 43,591 shares; 2025Q4: 50,174 shares; 2026Q1: 58,156 shares; 2026Q2: 62,691 shares 62,691 $6.21M 1.87% +4,535 Timeline RSPF 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: 82,143 shares; 2024Q4: 81,395 shares; 2025Q1: 81,520 shares; 2025Q2: 80,446 shares; 2025Q3: 80,226 shares; 2025Q4: 79,653 shares; 2026Q1: 78,825 shares; 2026Q2: 78,992 shares 78,992 $6.13M 1.84% +167 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,474 shares; 2024Q4: 33,111 shares; 2025Q1: 32,724 shares; 2025Q2: 31,847 shares; 2025Q3: 31,601 shares; 2025Q4: 31,504 shares; 2026Q1: 31,425 shares; 2026Q2: 36,386 shares 36,386 $5.69M 1.71% +4,961 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,543 shares; 2024Q4: 77,731 shares; 2025Q1: 80,663 shares; 2025Q2: 81,366 shares; 2025Q3: 81,294 shares; 2025Q4: 76,797 shares; 2026Q1: 77,424 shares; 2026Q2: 96,503 shares 96,503 $5.45M 1.64% +19,079 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: 27,741 shares; 2024Q4: 33,017 shares; 2025Q1: 33,642 shares; 2025Q2: 34,004 shares; 2025Q3: 34,181 shares; 2025Q4: 39,922 shares; 2026Q1: 42,774 shares; 2026Q2: 45,485 shares 45,485 $4.96M 1.49% +2,711 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: 52,237 shares; 2024Q4: 64,483 shares; 2025Q1: 72,142 shares; 2025Q2: 69,044 shares; 2025Q3: 76,049 shares; 2025Q4: 81,785 shares; 2026Q1: 82,015 shares; 2026Q2: 90,938 shares 90,938 $4.88M 1.47% +8,923 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,379 shares; 2024Q4: 47,987 shares; 2025Q1: 47,447 shares; 2025Q2: 47,328 shares; 2025Q3: 47,043 shares; 2025Q4: 46,378 shares; 2026Q1: 45,477 shares; 2026Q2: 45,467 shares 45,467 $4.77M 1.43% -10 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: 886 shares; 2024Q4: 882 shares; 2025Q1: 882 shares; 2025Q2: 1,066 shares; 2025Q3: 1,455 shares; 2025Q4: 3,457 shares; 2026Q1: 4,659 shares; 2026Q2: 6,440 shares 6,440 $4.42M 1.33% +1,781 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: 37,464 shares; 2024Q4: 37,724 shares; 2025Q1: 37,394 shares; 2025Q2: 34,167 shares; 2025Q3: 34,012 shares; 2025Q4: 70,286 shares; 2026Q1: 78,683 shares; 2026Q2: 76,024 shares 76,024 $4.04M 1.21% -2,659 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: 10,902 shares; 2024Q4: 12,775 shares; 2025Q1: 12,763 shares; 2025Q2: 12,623 shares; 2025Q3: 14,189 shares; 2025Q4: 13,903 shares; 2026Q1: 14,095 shares; 2026Q2: 20,408 shares 20,408 $3.78M 1.14% +6,313 Timeline RSPH 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: 123,495 shares; 2024Q4: 123,295 shares; 2025Q1: 121,945 shares; 2025Q2: 117,495 shares; 2025Q3: 116,745 shares; 2025Q4: 115,580 shares; 2026Q1: 112,720 shares; 2026Q2: 112,545 shares 112,545 $3.74M 1.12% -175 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,992 shares; 2024Q4: 5,695 shares; 2025Q1: 5,474 shares; 2025Q2: 5,883 shares; 2025Q3: 5,867 shares; 2025Q4: 5,528 shares; 2026Q1: 5,693 shares; 2026Q2: 5,668 shares 5,668 $3.63M 1.09% -25 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: 21,363 shares; 2024Q4: 21,082 shares; 2025Q1: 20,936 shares; 2025Q2: 18,981 shares; 2025Q3: 18,296 shares; 2025Q4: 19,936 shares; 2026Q1: 20,535 shares; 2026Q2: 20,408 shares 20,408 $3.24M 0.97% -127 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: 12,344 shares; 2024Q4: 12,308 shares; 2025Q1: 12,147 shares; 2025Q2: 12,147 shares; 2025Q3: 12,217 shares; 2025Q4: 12,319 shares; 2026Q1: 12,275 shares; 2026Q2: 12,868 shares 12,868 $3.04M 0.92% +593 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: 48,283 shares; 2024Q4: 95,570 shares; 2025Q1: 93,964 shares; 2025Q2: 87,844 shares; 2025Q3: 88,566 shares; 2025Q4: 85,566 shares; 2026Q1: 83,758 shares; 2026Q2: 83,638 shares 83,638 $3.02M 0.91% -120 Timeline RSPN 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: 53,460 shares; 2024Q4: 52,510 shares; 2025Q1: 51,241 shares; 2025Q2: 48,309 shares; 2025Q3: 48,066 shares; 2025Q4: 48,013 shares; 2026Q1: 47,588 shares; 2026Q2: 47,088 shares 47,088 $3.01M 0.91% -500 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: 10,979 shares; 2024Q4: 11,922 shares; 2025Q1: 11,400 shares; 2025Q2: 9,885 shares; 2025Q3: 10,103 shares; 2025Q4: 9,801 shares; 2026Q1: 9,782 shares; 2026Q2: 9,643 shares 9,643 $2.92M 0.88% -139 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: 41,652 shares; 2024Q4: 39,166 shares; 2025Q1: 37,502 shares; 2025Q2: 38,052 shares; 2025Q3: 34,305 shares; 2025Q4: 39,806 shares; 2026Q1: 39,366 shares; 2026Q2: 38,098 shares 38,098 $2.92M 0.88% -1,268 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: 8,180 shares; 2024Q4: 11,794 shares; 2025Q1: 11,866 shares; 2025Q2: 12,717 shares; 2025Q3: 17,982 shares; 2025Q4: 50,978 shares; 2026Q1: 60,018 shares; 2026Q2: 63,877 shares 63,877 $2.9M 0.87% +3,859 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,653 shares; 2024Q4: 10,605 shares; 2025Q1: 10,734 shares; 2025Q2: 10,743 shares; 2025Q3: 10,593 shares; 2025Q4: 10,029 shares; 2026Q1: 9,622 shares; 2026Q2: 9,434 shares 9,434 $2.89M 0.87% -188 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,577 shares; 2024Q4: 18,247 shares; 2025Q1: 17,656 shares; 2025Q2: 17,146 shares; 2025Q3: 19,709 shares; 2025Q4: 42,965 shares; 2026Q1: 51,143 shares; 2026Q2: 56,629 shares 56,629 $2.88M 0.87% +5,486 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: 38,150 shares; 2024Q4: 110,636 shares; 2025Q1: 106,985 shares; 2025Q2: 107,112 shares; 2025Q3: 106,698 shares; 2025Q4: 102,095 shares; 2026Q1: 100,569 shares; 2026Q2: 94,370 shares 94,370 $2.78M 0.84% -6,199 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: 26,721 shares; 2024Q4: 77,709 shares; 2025Q1: 77,079 shares; 2025Q2: 74,987 shares; 2025Q3: 74,426 shares; 2025Q4: 69,497 shares; 2026Q1: 68,648 shares; 2026Q2: 68,648 shares 68,648 $2.53M 0.76% 0 Timeline SDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,963 shares; 2024Q4: 39,807 shares; 2025Q1: 39,674 shares; 2025Q2: 38,803 shares; 2025Q3: 38,706 shares; 2025Q4: 37,851 shares; 2026Q1: 37,238 shares; 2026Q2: 37,026 shares 37,026 $2.53M 0.76% -212 Timeline RSPG 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: 29,069 shares; 2024Q4: 28,837 shares; 2025Q1: 29,170 shares; 2025Q2: 27,645 shares; 2025Q3: 26,873 shares; 2025Q4: 26,619 shares; 2026Q1: 26,145 shares; 2026Q2: 25,677 shares 25,677 $2.52M 0.76% -468 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: 4,881 shares; 2024Q4: 4,737 shares; 2025Q1: 4,607 shares; 2025Q2: 4,595 shares; 2025Q3: 4,565 shares; 2025Q4: 4,623 shares; 2026Q1: 4,582 shares; 2026Q2: 4,433 shares 4,433 $2.5M 0.75% -149 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: 6,781 shares; 2024Q4: 6,879 shares; 2025Q1: 6,361 shares; 2025Q2: 6,394 shares; 2025Q3: 6,519 shares; 2025Q4: 6,986 shares; 2026Q1: 7,162 shares; 2026Q2: 6,938 shares 6,938 $2.48M 0.75% -224 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: 33,795 shares; 2024Q4: 34,401 shares; 2025Q1: 37,122 shares; 2025Q2: 35,974 shares; 2025Q3: 36,166 shares; 2025Q4: 34,102 shares; 2026Q1: 35,762 shares; 2026Q2: 40,202 shares 40,202 $2.47M 0.74% +4,440 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 131,155 shares; 2024Q4: 126,727 shares; 2025Q1: 124,077 shares; 2025Q2: 128,504 shares; 2025Q3: 123,234 shares; 2025Q4: 122,327 shares; 2026Q1: 126,741 shares; 2026Q2: 128,483 shares 128,483 $2.37M 0.71% +1,742 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: 18,145 shares; 2024Q4: 18,177 shares; 2025Q1: 19,596 shares; 2025Q2: 19,476 shares; 2025Q3: 18,871 shares; 2025Q4: 18,121 shares; 2026Q1: 18,640 shares; 2026Q2: 18,617 shares 18,617 $2.32M 0.7% -23 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: 6,285 shares; 2024Q4: 6,285 shares; 2025Q1: 6,285 shares; 2025Q2: 54,977 shares; 2025Q3: 53,727 shares; 2025Q4: 48,887 shares; 2026Q1: 48,532 shares; 2026Q2: 62,250 shares 62,250 $2.31M 0.7% +13,718 Timeline FTSD FRANKLIN ETF TR More: the full row for FRANKLIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,685 shares; 2024Q4: 28,161 shares; 2025Q1: 28,088 shares; 2025Q2: 28,466 shares; 2025Q3: 28,541 shares; 2025Q4: 26,252 shares; 2026Q1: 25,763 shares; 2026Q2: 25,425 shares 25,425 $2.3M 0.69% -338 Timeline EMB 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: 2,187 shares; 2026Q1: 16,946 shares; 2026Q2: 23,412 shares 23,412 $2.26M 0.68% +6,466 Timeline JANW 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: 20,415 shares; 2025Q1: 50,360 shares; 2025Q2: 50,140 shares; 2025Q3: 46,360 shares; 2025Q4: 41,855 shares; 2026Q1: 44,755 shares; 2026Q2: 44,755 shares 44,755 $1.73M 0.52% 0 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,808 shares; 2024Q4: 5,073 shares; 2025Q1: 5,263 shares; 2025Q2: 5,847 shares; 2025Q3: 6,545 shares; 2025Q4: 6,653 shares; 2026Q1: 6,704 shares; 2026Q2: 6,855 shares 6,855 $1.66M 0.5% +151 Timeline SDSI 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: 9,789 shares; 2025Q1: 15,668 shares; 2025Q2: 26,726 shares; 2025Q3: 26,674 shares; 2025Q4: 26,085 shares; 2026Q1: 26,288 shares; 2026Q2: 31,412 shares 31,412 $1.61M 0.49% +5,124 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: not reported; 2025Q3: not reported; 2025Q4: 11,250 shares; 2026Q1: 27,421 shares; 2026Q2: 27,827 shares 27,827 $1.55M 0.46% +406 Timeline RSPS 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: 53,430 shares; 2024Q4: 53,405 shares; 2025Q1: 53,405 shares; 2025Q2: 53,405 shares; 2025Q3: 51,730 shares; 2025Q4: 50,980 shares; 2026Q1: 50,675 shares; 2026Q2: 50,550 shares 50,550 $1.52M 0.46% -125 Timeline PFXF 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: 104,997 shares; 2024Q4: 101,814 shares; 2025Q1: 102,938 shares; 2025Q2: 101,408 shares; 2025Q3: 95,705 shares; 2025Q4: 88,009 shares; 2026Q1: 85,884 shares; 2026Q2: 82,819 shares 82,819 $1.48M 0.44% -3,065 Timeline XNTK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,964 shares; 2024Q4: 3,872 shares; 2025Q1: 3,928 shares; 2025Q2: 4,009 shares; 2025Q3: 4,110 shares; 2025Q4: 3,770 shares; 2026Q1: 3,684 shares; 2026Q2: 3,646 shares 3,646 $1.42M 0.43% -38 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: 60,353 shares; 2024Q4: 59,813 shares; 2025Q1: 58,740 shares; 2025Q2: 59,065 shares; 2025Q3: 54,843 shares; 2025Q4: 50,481 shares; 2026Q1: 46,752 shares; 2026Q2: 43,129 shares 43,129 $1.32M 0.4% -3,623 Timeline RSPD 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: 24,359 shares; 2024Q4: 24,363 shares; 2025Q1: 24,363 shares; 2025Q2: 24,048 shares; 2025Q3: 23,998 shares; 2025Q4: 23,823 shares; 2026Q1: 23,199 shares; 2026Q2: 23,199 shares 23,199 $1.3M 0.39% 0 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: 14,930 shares; 2024Q4: 15,669 shares; 2025Q1: 17,050 shares; 2025Q2: 17,678 shares; 2025Q3: 17,885 shares; 2025Q4: 19,021 shares; 2026Q1: 19,055 shares; 2026Q2: 17,174 shares 17,174 $1.24M 0.37% -1,881 Timeline BCTK BARON ETF TR More: the full row for BARON 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: 38,315 shares; 2026Q1: 40,295 shares; 2026Q2: 36,509 shares 36,509 $1.19M 0.36% -3,786 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: 4,593 shares; 2024Q4: 4,647 shares; 2025Q1: 4,425 shares; 2025Q2: 4,635 shares; 2025Q3: 4,058 shares; 2025Q4: 4,002 shares; 2026Q1: 3,982 shares; 2026Q2: 4,214 shares 4,214 $1.19M 0.36% +232 Timeline FLUD 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 47,132 shares 47,132 $1.18M 0.35% new 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: 52,677 shares; 2024Q4: 66,370 shares; 2025Q1: 88,262 shares; 2025Q2: 85,916 shares; 2025Q3: 81,660 shares; 2025Q4: 73,997 shares; 2026Q1: 66,660 shares; 2026Q2: 59,939 shares 59,939 $1.15M 0.34% -6,721 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: 14,476 shares; 2024Q4: 14,308 shares; 2025Q1: 14,233 shares; 2025Q2: 13,930 shares; 2025Q3: 13,822 shares; 2025Q4: 14,225 shares; 2026Q1: 14,028 shares; 2026Q2: 14,086 shares 14,086 $1.13M 0.34% +58 Timeline KIO KKR INCOME OPPORTUNITIES FD More: the full row for KKR INCOME OPPORTUNITIES FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 99,447 shares; 2024Q4: 104,300 shares; 2025Q1: 104,840 shares; 2025Q2: 111,051 shares; 2025Q3: 111,712 shares; 2025Q4: 105,417 shares; 2026Q1: 99,034 shares; 2026Q2: 100,022 shares 100,022 $1.13M 0.34% +988 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: 3,174 shares; 2024Q4: 3,446 shares; 2025Q1: 3,023 shares; 2025Q2: 3,134 shares; 2025Q3: 3,315 shares; 2025Q4: 3,190 shares; 2026Q1: 3,191 shares; 2026Q2: 3,177 shares 3,177 $1.12M 0.34% -14 Timeline AVDV 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: 2,692 shares; 2025Q3: 9,386 shares; 2025Q4: 10,528 shares; 2026Q1: 10,873 shares; 2026Q2: 10,607 shares 10,607 $1.09M 0.33% -266 Timeline BUG GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,220 shares; 2024Q4: 17,013 shares; 2025Q1: 17,717 shares; 2025Q2: 20,825 shares; 2025Q3: 22,574 shares; 2025Q4: 28,867 shares; 2026Q1: 27,437 shares; 2026Q2: 28,065 shares 28,065 $1.07M 0.32% +628 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,982 shares; 2024Q4: 20,842 shares; 2025Q1: 20,641 shares; 2025Q2: 25,146 shares; 2025Q3: 25,115 shares; 2025Q4: 22,935 shares; 2026Q1: 20,188 shares; 2026Q2: 11,651 shares 11,651 $1.01M 0.3% -8,537 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,380 shares; 2024Q4: 15,800 shares; 2025Q1: 22,922 shares; 2025Q2: 22,884 shares; 2025Q3: 22,809 shares; 2025Q4: 21,529 shares; 2026Q1: 19,914 shares; 2026Q2: 19,714 shares 19,714 $1.01M 0.3% -200 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,411 shares; 2025Q3: 10,355 shares; 2025Q4: 10,355 shares; 2026Q1: 10,355 shares; 2026Q2: 28,795 shares 28,795 $990K 0.3% +18,440 Timeline SCYB 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: 18,491 shares; 2025Q3: 19,021 shares; 2025Q4: 24,701 shares; 2026Q1: 31,990 shares; 2026Q2: 37,512 shares 37,512 $982K 0.3% +5,522 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: 2,605 shares; 2024Q4: 2,609 shares; 2025Q1: 2,315 shares; 2025Q2: 2,771 shares; 2025Q3: 2,902 shares; 2025Q4: 2,904 shares; 2026Q1: 2,779 shares; 2026Q2: 2,551 shares 2,551 $951K 0.29% -228 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,454 shares; 2024Q4: 27,747 shares; 2025Q1: 41,491 shares; 2025Q2: 44,739 shares; 2025Q3: 45,646 shares; 2025Q4: 41,848 shares; 2026Q1: 41,738 shares; 2026Q2: 38,985 shares 38,985 $951K 0.29% -2,753 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,942 shares; 2024Q4: 18,300 shares; 2025Q1: 19,474 shares; 2025Q2: 18,508 shares; 2025Q3: 18,363 shares; 2025Q4: 15,609 shares; 2026Q1: 12,664 shares; 2026Q2: 12,506 shares 12,506 $936K 0.28% -158 Timeline KHPI 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: 16,910 shares; 2025Q2: 18,171 shares; 2025Q3: 26,633 shares; 2025Q4: 29,497 shares; 2026Q1: 32,240 shares; 2026Q2: 34,135 shares 34,135 $887K 0.27% +1,895 Timeline KORP 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: 4,548 shares; 2025Q1: 7,333 shares; 2025Q2: 15,822 shares; 2025Q3: 15,822 shares; 2025Q4: 16,212 shares; 2026Q1: 16,212 shares; 2026Q2: 18,804 shares 18,804 $881K 0.26% +2,592 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: 8,583 shares; 2024Q4: 8,745 shares; 2025Q1: 8,756 shares; 2025Q2: 7,741 shares; 2025Q3: 7,752 shares; 2025Q4: 7,764 shares; 2026Q1: 7,775 shares; 2026Q2: 7,786 shares 7,786 $861K 0.26% +11 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,068 shares; 2026Q1: 11,301 shares; 2026Q2: 14,054 shares 14,054 $834K 0.25% +2,753 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: 13,075 shares; 2025Q2: 13,075 shares; 2025Q3: 12,830 shares; 2025Q4: 12,645 shares; 2026Q1: 24,670 shares; 2026Q2: 23,380 shares 23,380 $831K 0.25% -1,290 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: 29,566 shares; 2024Q4: 30,094 shares; 2025Q1: 27,556 shares; 2025Q2: 25,219 shares; 2025Q3: 23,072 shares; 2025Q4: 20,487 shares; 2026Q1: 19,099 shares; 2026Q2: 19,414 shares 19,414 $822K 0.25% +315 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,275 shares; 2024Q4: 26,370 shares; 2025Q1: 23,158 shares; 2025Q2: 22,348 shares; 2025Q3: 20,740 shares; 2025Q4: 20,526 shares; 2026Q1: 18,630 shares; 2026Q2: 17,945 shares 17,945 $817K 0.25% -685 Timeline JULW 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: 16,795 shares; 2025Q3: 19,095 shares; 2025Q4: 18,095 shares; 2026Q1: 17,695 shares; 2026Q2: 19,895 shares 19,895 $812K 0.24% +2,200 Timeline AVDE 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: 8,211 shares; 2025Q3: 7,936 shares; 2025Q4: 8,516 shares; 2026Q1: 8,661 shares; 2026Q2: 9,059 shares 9,059 $808K 0.24% +398 Timeline SOCL 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: 22,920 shares; 2024Q4: 22,005 shares; 2025Q1: 21,591 shares; 2025Q2: 20,846 shares; 2025Q3: 20,391 shares; 2025Q4: 19,718 shares; 2026Q1: 19,026 shares; 2026Q2: 17,861 shares 17,861 $784K 0.24% -1,165 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: not reported; 2024Q4: not reported; 2025Q1: 3,261 shares; 2025Q2: 4,320 shares; 2025Q3: 5,090 shares; 2025Q4: 6,460 shares; 2026Q1: 6,677 shares; 2026Q2: 7,242 shares 7,242 $776K 0.23% +565 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: 1,236 shares; 2024Q4: 1,036 shares; 2025Q1: not reported; 2025Q2: 1,481 shares; 2025Q3: 1,606 shares; 2025Q4: 1,767 shares; 2026Q1: 1,964 shares; 2026Q2: 2,011 shares 2,011 $760K 0.23% +47 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: 1,137 shares; 2024Q4: 1,257 shares; 2025Q1: 1,557 shares; 2025Q2: 1,689 shares; 2025Q3: 1,729 shares; 2025Q4: 1,694 shares; 2026Q1: 2,086 shares; 2026Q2: 1,946 shares 1,946 $717K 0.22% -140 Timeline PNQI 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: 21,709 shares; 2024Q4: 22,968 shares; 2025Q1: 22,968 shares; 2025Q2: 22,523 shares; 2025Q3: 23,247 shares; 2025Q4: 20,256 shares; 2026Q1: 19,001 shares; 2026Q2: 15,727 shares 15,727 $717K 0.22% -3,274 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: not reported; 2024Q4: 2,195 shares; 2025Q1: 2,199 shares; 2025Q2: 2,126 shares; 2025Q3: 2,104 shares; 2025Q4: 3,431 shares; 2026Q1: 5,282 shares; 2026Q2: 5,180 shares 5,180 $708K 0.21% -102 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 671 shares; 2025Q3: 726 shares; 2025Q4: 927 shares; 2026Q1: 927 shares; 2026Q2: 917 shares 917 $700K 0.21% -10 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,071 shares; 2024Q4: 44,448 shares; 2025Q1: 40,405 shares; 2025Q2: 38,658 shares; 2025Q3: 38,259 shares; 2025Q4: 30,155 shares; 2026Q1: 28,082 shares; 2026Q2: 25,974 shares 25,974 $688K 0.21% -2,108 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,610 shares; 2024Q4: 9,083 shares; 2025Q1: 8,983 shares; 2025Q2: 8,438 shares; 2025Q3: 8,158 shares; 2025Q4: 6,913 shares; 2026Q1: 6,628 shares; 2026Q2: 6,578 shares 6,578 $672K 0.2% -50 Timeline XYLD 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: 21,105 shares; 2024Q4: 20,439 shares; 2025Q1: 19,187 shares; 2025Q2: 18,355 shares; 2025Q3: 17,312 shares; 2025Q4: 16,315 shares; 2026Q1: 16,275 shares; 2026Q2: 16,016 shares 16,016 $653K 0.2% -259 Timeline SEPW 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: 21,790 shares; 2024Q4: 21,790 shares; 2025Q1: 21,790 shares; 2025Q2: 21,790 shares; 2025Q3: 23,730 shares; 2025Q4: 19,612 shares; 2026Q1: 19,612 shares; 2026Q2: 19,412 shares 19,412 $648K 0.19% -200 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: 550 shares; 2024Q4: 572 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 453 shares; 2025Q4: 543 shares; 2026Q1: 543 shares; 2026Q2: 599 shares 599 $637K 0.19% +56 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: 10,410 shares; 2024Q4: 10,410 shares; 2025Q1: 11,117 shares; 2025Q2: 11,380 shares; 2025Q3: 11,500 shares; 2025Q4: 11,283 shares; 2026Q1: 12,679 shares; 2026Q2: 13,924 shares 13,924 $636K 0.19% +1,245 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,890 shares; 2024Q4: 1,893 shares; 2025Q1: 1,718 shares; 2025Q2: 1,323 shares; 2025Q3: 1,064 shares; 2025Q4: 1,321 shares; 2026Q1: 1,503 shares; 2026Q2: 1,498 shares 1,498 $630K 0.19% -5 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,873 shares; 2025Q1: 21,500 shares; 2025Q2: 23,486 shares; 2025Q3: 26,014 shares; 2025Q4: 25,975 shares; 2026Q1: 25,112 shares; 2026Q2: 23,589 shares 23,589 $612K 0.18% -1,523 Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND 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: 9,281 shares; 2026Q2: 11,435 shares 11,435 $611K 0.18% +2,154 Timeline DBP INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,223 shares; 2026Q1: 5,640 shares; 2026Q2: 6,585 shares 6,585 $609K 0.18% +945 Timeline WCLD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,754 shares; 2024Q4: 34,881 shares; 2025Q1: 35,860 shares; 2025Q2: 33,955 shares; 2025Q3: 34,203 shares; 2025Q4: 26,819 shares; 2026Q1: 20,325 shares; 2026Q2: 18,828 shares 18,828 $604K 0.18% -1,497 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: 5,146 shares; 2024Q4: 4,459 shares; 2025Q1: 3,857 shares; 2025Q2: 3,117 shares; 2025Q3: 2,577 shares; 2025Q4: 2,377 shares; 2026Q1: 2,006 shares; 2026Q2: 1,950 shares 1,950 $583K 0.18% -56 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: 599 shares; 2024Q4: 432 shares; 2025Q1: 451 shares; 2025Q2: 478 shares; 2025Q3: 354 shares; 2025Q4: 324 shares; 2026Q1: 324 shares; 2026Q2: 484 shares 484 $581K 0.17% +160 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: 989 shares; 2024Q4: 1,079 shares; 2025Q1: 1,151 shares; 2025Q2: 1,201 shares; 2025Q3: 1,181 shares; 2025Q4: 1,172 shares; 2026Q1: 1,139 shares; 2026Q2: 1,139 shares 1,139 $570K 0.17% 0 Timeline RSPU 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: 7,095 shares; 2024Q4: 7,105 shares; 2025Q1: 7,005 shares; 2025Q2: 7,005 shares; 2025Q3: 7,005 shares; 2025Q4: 7,172 shares; 2026Q1: 7,122 shares; 2026Q2: 7,012 shares 7,012 $569K 0.17% -110 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: 3,524 shares; 2024Q4: 3,477 shares; 2025Q1: 3,478 shares; 2025Q2: 3,201 shares; 2025Q3: 2,994 shares; 2025Q4: 2,956 shares; 2026Q1: 2,944 shares; 2026Q2: 2,849 shares 2,849 $563K 0.17% -95 Timeline AUGW 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: 14,563 shares; 2025Q3: 17,688 shares; 2025Q4: 16,343 shares; 2026Q1: 15,898 shares; 2026Q2: 15,898 shares 15,898 $541K 0.16% 0 Timeline BCAT BLACKROCK CAP ALLOCATION TER More: the full row for BLACKROCK CAP ALLOCATION TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 16,845 shares; 2025Q1: 24,094 shares; 2025Q2: 33,066 shares; 2025Q3: 34,579 shares; 2025Q4: 37,274 shares; 2026Q1: 33,277 shares; 2026Q2: 33,547 shares 33,547 $534K 0.16% +270 Timeline VOLT TEMA ETF TRUST More: the full row for TEMA ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,728 shares 12,728 $533K 0.16% new Timeline ETW EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,885 shares; 2024Q4: 61,295 shares; 2025Q1: 61,718 shares; 2025Q2: 62,420 shares; 2025Q3: 55,844 shares; 2025Q4: 52,790 shares; 2026Q1: 53,178 shares; 2026Q2: 53,806 shares 53,806 $519K 0.16% +628 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,807 shares; 2026Q1: 2,750 shares; 2026Q2: 2,670 shares 2,670 $508K 0.15% -80 Timeline HAE HAEMONETICS CORP MASS More: the full row for HAEMONETICS CORP MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,111 shares; 2026Q1: 6,759 shares; 2026Q2: 6,759 shares 6,759 $507K 0.15% 0 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: 407 shares; 2024Q4: 407 shares; 2025Q1: 407 shares; 2025Q2: 782 shares; 2025Q3: 867 shares; 2025Q4: 5,224 shares; 2026Q1: 6,016 shares; 2026Q2: 7,096 shares 7,096 $507K 0.15% +1,080 Timeline SPLV 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: 8,536 shares; 2024Q4: 7,906 shares; 2025Q1: 7,656 shares; 2025Q2: 7,506 shares; 2025Q3: 7,168 shares; 2025Q4: 6,968 shares; 2026Q1: 6,768 shares; 2026Q2: 6,718 shares 6,718 $503K 0.15% -50 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: 1,728 shares; 2024Q4: 1,728 shares; 2025Q1: 1,718 shares; 2025Q2: 1,595 shares; 2025Q3: 1,580 shares; 2025Q4: 1,540 shares; 2026Q1: 1,540 shares; 2026Q2: 6,160 shares 6,160 $496K 0.15% +4,620 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: 1,310 shares; 2024Q4: 1,338 shares; 2025Q1: 1,338 shares; 2025Q2: 1,338 shares; 2025Q3: 1,442 shares; 2025Q4: 1,464 shares; 2026Q1: 1,509 shares; 2026Q2: 1,509 shares 1,509 $494K 0.15% 0 Timeline GSEW 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,096 shares 5,096 $481K 0.14% 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: not reported; 2024Q4: not reported; 2025Q1: 3,420 shares; 2025Q2: 3,385 shares; 2025Q3: 3,387 shares; 2025Q4: 4,196 shares; 2026Q1: 4,198 shares; 2026Q2: 4,203 shares 4,203 $476K 0.14% +5 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,431 shares; 2025Q4: 4,359 shares; 2026Q1: 6,210 shares; 2026Q2: 6,188 shares 6,188 $467K 0.14% -22 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,850 shares; 2026Q1: 20,551 shares; 2026Q2: 19,476 shares 19,476 $457K 0.14% -1,075 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: 18,009 shares; 2025Q1: 18,009 shares; 2025Q2: 18,009 shares; 2025Q3: 13,009 shares; 2025Q4: 12,719 shares; 2026Q1: 12,719 shares; 2026Q2: 12,719 shares 12,719 $453K 0.14% 0 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,826 shares; 2024Q4: 1,506 shares; 2025Q1: 1,313 shares; 2025Q2: 1,180 shares; 2025Q3: 1,180 shares; 2025Q4: 1,180 shares; 2026Q1: 1,180 shares; 2026Q2: 1,551 shares 1,551 $440K 0.13% +371 Timeline FDG 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: 3,994 shares; 2024Q4: 3,821 shares; 2025Q1: 4,109 shares; 2025Q2: 3,832 shares; 2025Q3: 3,558 shares; 2025Q4: 3,292 shares; 2026Q1: 3,292 shares; 2026Q2: 3,292 shares 3,292 $438K 0.13% 0 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: 3,429 shares; 2024Q4: 3,514 shares; 2025Q1: 3,550 shares; 2025Q2: 4,060 shares; 2025Q3: 4,220 shares; 2025Q4: 3,194 shares; 2026Q1: 3,336 shares; 2026Q2: 2,965 shares 2,965 $434K 0.13% -371 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: 5,337 shares; 2024Q4: 10,814 shares; 2025Q1: 10,534 shares; 2025Q2: 14,907 shares; 2025Q3: 14,907 shares; 2025Q4: 14,747 shares; 2026Q1: 15,654 shares; 2026Q2: 15,654 shares 15,654 $434K 0.13% 0 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,999 shares; 2024Q4: 18,017 shares; 2025Q1: 16,148 shares; 2025Q2: 15,950 shares; 2025Q3: 15,950 shares; 2025Q4: 14,831 shares; 2026Q1: 12,500 shares; 2026Q2: 12,450 shares 12,450 $433K 0.13% -50 Timeline DRAM ROUNDHILL ETF TRUST More: the full row for ROUNDHILL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,741 shares 5,741 $424K 0.13% new Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,203 shares; 2024Q4: 16,728 shares; 2025Q1: 16,883 shares; 2025Q2: 15,481 shares; 2025Q3: 15,066 shares; 2025Q4: 12,070 shares; 2026Q1: 10,974 shares; 2026Q2: 8,463 shares 8,463 $418K 0.13% -2,511 Timeline EUAD SPINNAKER ETF SERIES More: the full row for SPINNAKER ETF SERIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,437 shares; 2025Q4: 9,307 shares; 2026Q1: 9,427 shares; 2026Q2: 9,427 shares 9,427 $398K 0.12% 0 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: 742 shares; 2026Q2: 822 shares 822 $393K 0.12% +80 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: 2,564 shares; 2024Q4: 2,696 shares; 2025Q1: 2,696 shares; 2025Q2: 2,453 shares; 2025Q3: 2,388 shares; 2025Q4: 3,365 shares; 2026Q1: 3,365 shares; 2026Q2: 3,321 shares 3,321 $389K 0.12% -44 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,115 shares; 2025Q3: 1,115 shares; 2025Q4: 1,115 shares; 2026Q1: not reported; 2026Q2: 1,115 shares 1,115 $380K 0.11% new Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,048 shares; 2025Q2: 5,048 shares; 2025Q3: 6,265 shares; 2025Q4: 6,194 shares; 2026Q1: 6,194 shares; 2026Q2: 6,242 shares 6,242 $374K 0.11% +48 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,138 shares; 2024Q4: 2,138 shares; 2025Q1: 2,138 shares; 2025Q2: 1,865 shares; 2025Q3: 1,865 shares; 2025Q4: 1,865 shares; 2026Q1: 1,865 shares; 2026Q2: 1,865 shares 1,865 $373K 0.11% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 637 shares 637 $370K 0.11% 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: 7,588 shares; 2024Q4: 7,021 shares; 2025Q1: 6,064 shares; 2025Q2: 5,566 shares; 2025Q3: 5,820 shares; 2025Q4: 5,125 shares; 2026Q1: 4,206 shares; 2026Q2: 3,806 shares 3,806 $369K 0.11% -400 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: 798 shares; 2024Q4: 799 shares; 2025Q1: 800 shares; 2025Q2: 725 shares; 2025Q3: 755 shares; 2025Q4: 835 shares; 2026Q1: 876 shares; 2026Q2: 981 shares 981 $363K 0.11% +105 Timeline DBND DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,945 shares 7,945 $362K 0.11% new Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS 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: 2,153 shares; 2025Q4: 2,093 shares; 2026Q1: 3,013 shares; 2026Q2: 3,533 shares 3,533 $354K 0.11% +520 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,747 shares; 2024Q4: 7,051 shares; 2025Q1: 7,192 shares; 2025Q2: 7,852 shares; 2025Q3: 8,857 shares; 2025Q4: 12,281 shares; 2026Q1: 13,395 shares; 2026Q2: 10,612 shares 10,612 $353K 0.11% -2,783 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,048 shares; 2025Q2: 16,808 shares; 2025Q3: 16,808 shares; 2025Q4: 16,808 shares; 2026Q1: 16,808 shares; 2026Q2: 16,808 shares 16,808 $342K 0.1% 0 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,950 shares; 2024Q4: 4,918 shares; 2025Q1: 5,003 shares; 2025Q2: 4,629 shares; 2025Q3: 4,532 shares; 2025Q4: 4,205 shares; 2026Q1: 4,230 shares; 2026Q2: 4,156 shares 4,156 $341K 0.1% -74 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: 7,977 shares; 2024Q4: 7,977 shares; 2025Q1: 6,552 shares; 2025Q2: 9,306 shares; 2025Q3: 9,041 shares; 2025Q4: not reported; 2026Q1: 5,954 shares; 2026Q2: 9,729 shares 9,729 $338K 0.1% +3,775 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,008 shares; 2026Q2: 1,008 shares 1,008 $338K 0.1% 0 Timeline PFFV 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: 12,113 shares; 2024Q4: 12,277 shares; 2025Q1: 13,319 shares; 2025Q2: 12,819 shares; 2025Q3: 12,391 shares; 2025Q4: 11,826 shares; 2026Q1: 14,858 shares; 2026Q2: 15,283 shares 15,283 $337K 0.1% +425 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,002 shares 2,002 $331K 0.1% new Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,729 shares; 2025Q3: 4,848 shares; 2025Q4: 5,017 shares; 2026Q1: 5,017 shares; 2026Q2: 5,017 shares 5,017 $329K 0.1% 0 Timeline PSP 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: 5,771 shares; 2024Q4: 5,771 shares; 2025Q1: 5,771 shares; 2025Q2: 5,771 shares; 2025Q3: 5,771 shares; 2025Q4: 5,771 shares; 2026Q1: 5,771 shares; 2026Q2: 5,771 shares 5,771 $321K 0.1% 0 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: 5,714 shares; 2024Q4: 7,500 shares; 2025Q1: 9,426 shares; 2025Q2: 7,896 shares; 2025Q3: 7,836 shares; 2025Q4: 7,836 shares; 2026Q1: 7,116 shares; 2026Q2: 7,106 shares 7,106 $313K 0.09% -10 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,794 shares; 2026Q2: 1,735 shares 1,735 $306K 0.09% -59 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,165 shares; 2026Q2: 2,168 shares 2,168 $303K 0.09% +3 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: 2,580 shares; 2024Q4: 2,753 shares; 2025Q1: 2,753 shares; 2025Q2: 2,754 shares; 2025Q3: 3,004 shares; 2025Q4: 4,079 shares; 2026Q1: 3,140 shares; 2026Q2: 3,141 shares 3,141 $303K 0.09% +1 Timeline SCHE 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: 11,448 shares; 2024Q4: 10,617 shares; 2025Q1: 9,224 shares; 2025Q2: 8,734 shares; 2025Q3: 8,734 shares; 2025Q4: 8,734 shares; 2026Q1: 8,164 shares; 2026Q2: 8,164 shares 8,164 $296K 0.09% 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: 615 shares; 2024Q4: 565 shares; 2025Q1: 565 shares; 2025Q2: 565 shares; 2025Q3: 565 shares; 2025Q4: 565 shares; 2026Q1: 565 shares; 2026Q2: 3,390 shares 3,390 $292K 0.09% +2,825 Timeline TLTW 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: 11,989 shares; 2026Q1: 12,489 shares; 2026Q2: 12,994 shares 12,994 $290K 0.09% +505 Timeline DECW 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: 8,460 shares; 2025Q1: 8,460 shares; 2025Q2: 9,285 shares; 2025Q3: 8,305 shares; 2025Q4: 8,434 shares; 2026Q1: 8,144 shares; 2026Q2: 8,069 shares 8,069 $288K 0.09% -75 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: 3,083 shares; 2024Q4: 2,841 shares; 2025Q1: 2,804 shares; 2025Q2: 3,301 shares; 2025Q3: 3,656 shares; 2025Q4: 3,359 shares; 2026Q1: 3,359 shares; 2026Q2: 3,359 shares 3,359 $279K 0.08% 0 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,406 shares; 2024Q4: 2,406 shares; 2025Q1: 2,406 shares; 2025Q2: 2,171 shares; 2025Q3: 2,171 shares; 2025Q4: 2,171 shares; 2026Q1: 2,171 shares; 2026Q2: 2,071 shares 2,071 $273K 0.08% -100 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 231 shares 231 $272K 0.08% new Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,241 shares; 2024Q4: not reported; 2025Q1: 3,324 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,870 shares; 2026Q1: 3,870 shares; 2026Q2: 3,870 shares 3,870 $259K 0.08% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 681 shares; 2026Q1: not reported; 2026Q2: 682 shares 682 $255K 0.08% new Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,101 shares; 2024Q4: 5,385 shares; 2025Q1: 5,385 shares; 2025Q2: 5,385 shares; 2025Q3: 5,385 shares; 2025Q4: 5,385 shares; 2026Q1: 5,385 shares; 2026Q2: 4,965 shares 4,965 $252K 0.08% -420 Timeline BAB 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: 20,405 shares; 2024Q4: 18,400 shares; 2025Q1: 15,907 shares; 2025Q2: 14,840 shares; 2025Q3: 13,705 shares; 2025Q4: 11,436 shares; 2026Q1: 10,596 shares; 2026Q2: 9,256 shares 9,256 $248K 0.07% -1,340 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,844 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,804 shares; 2026Q1: 1,804 shares; 2026Q2: 1,804 shares 1,804 $247K 0.07% 0 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,252 shares; 2026Q2: 3,252 shares 3,252 $245K 0.07% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,155 shares; 2026Q2: 4,155 shares 4,155 $245K 0.07% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 209 shares 209 $237K 0.07% new Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,214 shares; 2026Q2: 5,400 shares 5,400 $236K 0.07% +186 Timeline IHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,445 shares; 2024Q4: 4,445 shares; 2025Q1: 4,445 shares; 2025Q2: 4,220 shares; 2025Q3: 4,220 shares; 2025Q4: 4,220 shares; 2026Q1: not reported; 2026Q2: 4,220 shares 4,220 $233K 0.07% new Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,085 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,338 shares 2,338 $233K 0.07% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,200 shares; 2025Q4: 4,201 shares; 2026Q1: not reported; 2026Q2: 4,084 shares 4,084 $233K 0.07% new Timeline ZAP GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,421 shares; 2026Q2: 6,688 shares 6,688 $231K 0.07% -733 Timeline JANT 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: 5,169 shares; 2025Q4: 5,169 shares; 2026Q1: 5,099 shares; 2026Q2: 5,099 shares 5,099 $224K 0.07% 0 Timeline NASA TEMA ETF TRUST More: the full row for TEMA ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,367 shares 7,367 $224K 0.07% new Timeline PGF 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: 19,165 shares; 2024Q4: 18,810 shares; 2025Q1: 20,060 shares; 2025Q2: 20,276 shares; 2025Q3: 20,276 shares; 2025Q4: 18,916 shares; 2026Q1: 17,846 shares; 2026Q2: 16,316 shares 16,316 $224K 0.07% -1,530 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,871 shares; 2025Q4: not reported; 2026Q1: 3,871 shares; 2026Q2: 3,871 shares 3,871 $219K 0.07% 0 Timeline DGT SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,522 shares; 2024Q4: 1,522 shares; 2025Q1: 1,522 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,172 shares 1,172 $217K 0.07% new Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,113 shares; 2024Q4: 2,994 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,985 shares; 2025Q4: 2,983 shares; 2026Q1: 2,733 shares; 2026Q2: 2,733 shares 2,733 $216K 0.06% 0 Timeline INKM 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: 6,445 shares; 2024Q4: 6,445 shares; 2025Q1: 6,320 shares; 2025Q2: 6,320 shares; 2025Q3: 6,320 shares; 2025Q4: 6,095 shares; 2026Q1: 6,095 shares; 2026Q2: 6,095 shares 6,095 $209K 0.06% 0 Timeline DIV 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: 20,475 shares; 2024Q4: 18,875 shares; 2025Q1: 17,580 shares; 2025Q2: 15,610 shares; 2025Q3: 15,510 shares; 2025Q4: 10,935 shares; 2026Q1: 10,935 shares; 2026Q2: 10,920 shares 10,920 $208K 0.06% -15 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: 31,135 shares; 2024Q4: 22,041 shares; 2025Q1: 20,328 shares; 2025Q2: 10,284 shares; 2025Q3: 8,642 shares; 2025Q4: 8,730 shares; 2026Q1: 8,601 shares; 2026Q2: 8,608 shares 8,608 $207K 0.06% +7 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,955 shares; 2025Q4: 6,955 shares; 2026Q1: 6,955 shares; 2026Q2: 6,855 shares 6,855 $207K 0.06% -100 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: not reported; 2024Q4: not reported; 2025Q1: 9,039 shares; 2025Q2: 7,039 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,674 shares 5,674 $205K 0.06% new Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 791 shares 791 $202K 0.06% new Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME 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: 4,913 shares 4,913 $200K 0.06% new Timeline FDIS FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,945 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,945 shares 1,945 $200K 0.06% new Timeline PMM FRANKLIN MANAGED MUN INCOME More: the full row for FRANKLIN MANAGED MUN INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,189 shares; 2024Q4: 33,666 shares; 2025Q1: 31,682 shares; 2025Q2: 30,832 shares; 2025Q3: 29,832 shares; 2025Q4: 27,986 shares; 2026Q1: 27,986 shares; 2026Q2: 27,636 shares 27,636 $181K 0.05% -350 Timeline XDHYX CREDIT SUISSE HIGH YIELD CRE More: the full row for CREDIT SUISSE HIGH YIELD CRE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 122,185 shares; 2024Q4: 102,185 shares; 2025Q1: 102,185 shares; 2025Q2: 96,335 shares; 2025Q3: 96,335 shares; 2025Q4: 96,335 shares; 2026Q1: 96,335 shares; 2026Q2: 96,335 shares 96,335 $171K 0.05% 0 Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION 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: 11,370 shares; 2025Q4: 11,170 shares; 2026Q1: 10,870 shares; 2026Q2: 10,870 shares 10,870 $51.4K 0.02% 0 Timeline