SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 656,202 shares; 2024Q4: 680,994 shares; 2025Q1: 575,383 shares; 2025Q2: 913,360 shares; 2025Q3: 811,673 shares; 2025Q4: 810,575 shares; 2026Q1: 828,247 shares; 2026Q2: 611,308 shares 611,308 $53.7M 9.76% -216,939 Timeline TSPA T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 763,165 shares 763,165 $36.3M 6.59% new 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: 89,693 shares; 2024Q4: 88,073 shares; 2025Q1: 83,400 shares; 2025Q2: 74,770 shares; 2025Q3: 74,928 shares; 2025Q4: 76,027 shares; 2026Q1: 76,677 shares; 2026Q2: 40,512 shares 40,512 $27.8M 5.06% -36,165 Timeline TAGG T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 562,513 shares 562,513 $23.9M 4.34% new Timeline JCPB 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: 342,374 shares; 2024Q4: 385,363 shares; 2025Q1: 417,142 shares; 2025Q2: 450,827 shares; 2025Q3: 479,725 shares; 2025Q4: 495,483 shares; 2026Q1: 510,234 shares; 2026Q2: 459,648 shares 459,648 $21.6M 3.92% -50,586 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 108,772 shares; 2024Q4: 126,518 shares; 2025Q1: 143,256 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 183,726 shares 183,726 $19.5M 3.55% new 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: 48,035 shares; 2024Q4: 188,643 shares; 2025Q1: 189,973 shares; 2025Q2: 322,359 shares; 2025Q3: 275,869 shares; 2025Q4: 279,881 shares; 2026Q1: 292,837 shares; 2026Q2: 563,859 shares 563,859 $19.1M 3.47% +271,022 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: 326,016 shares; 2024Q4: 733,179 shares; 2025Q1: 715,929 shares; 2025Q2: 715,024 shares; 2025Q3: 720,475 shares; 2025Q4: 736,470 shares; 2026Q1: 744,320 shares; 2026Q2: 608,563 shares 608,563 $16.9M 3.06% -135,757 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91,888 shares; 2024Q4: 97,622 shares; 2025Q1: 103,538 shares; 2025Q2: 115,600 shares; 2025Q3: 115,920 shares; 2025Q4: 120,055 shares; 2026Q1: 113,515 shares; 2026Q2: 180,376 shares 180,376 $14.9M 2.72% +66,861 Timeline TMSL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 330,139 shares 330,139 $14.5M 2.63% new Timeline IAGG 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: 13,801 shares; 2025Q3: 15,652 shares; 2025Q4: not reported; 2026Q1: 6,679 shares; 2026Q2: 228,143 shares 228,143 $11.5M 2.1% +221,464 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,762 shares; 2024Q4: 44,842 shares; 2025Q1: 46,484 shares; 2025Q2: 56,514 shares; 2025Q3: 52,826 shares; 2025Q4: 53,444 shares; 2026Q1: 53,965 shares; 2026Q2: 42,688 shares 42,688 $10.8M 1.96% -11,277 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,936 shares; 2025Q2: 41,522 shares; 2025Q3: 454,443 shares; 2025Q4: 509,030 shares; 2026Q1: 512,067 shares; 2026Q2: 544,302 shares 544,302 $10.7M 1.94% +32,235 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,451 shares; 2024Q4: 28,734 shares; 2025Q1: 31,811 shares; 2025Q2: 29,969 shares; 2025Q3: 28,749 shares; 2025Q4: 28,416 shares; 2026Q1: 28,624 shares; 2026Q2: 29,058 shares 29,058 $10.6M 1.93% +434 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,383 shares; 2024Q4: 2,346 shares; 2025Q1: 8,653 shares; 2025Q2: 15,818 shares; 2025Q3: 15,198 shares; 2025Q4: 15,245 shares; 2026Q1: 15,445 shares; 2026Q2: 14,301 shares 14,301 $10.5M 1.91% -1,144 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,596 shares; 2024Q4: 15,267 shares; 2025Q1: 15,196 shares; 2025Q2: 26,217 shares; 2025Q3: 25,864 shares; 2025Q4: 22,975 shares; 2026Q1: 22,672 shares; 2026Q2: 15,767 shares 15,767 $10.3M 1.88% -6,905 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,643 shares; 2024Q4: 4,011 shares; 2025Q1: 3,651 shares; 2025Q2: 31,087 shares; 2025Q3: 31,098 shares; 2025Q4: 33,506 shares; 2026Q1: 34,768 shares; 2026Q2: 33,530 shares 33,530 $10.1M 1.83% -1,238 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,061 shares; 2024Q4: 69,496 shares; 2025Q1: 56,273 shares; 2025Q2: 60,714 shares; 2025Q3: 59,131 shares; 2025Q4: 58,480 shares; 2026Q1: 61,102 shares; 2026Q2: 44,958 shares 44,958 $9.87M 1.79% -16,144 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 295,659 shares; 2024Q4: 241,407 shares; 2025Q1: 183,977 shares; 2025Q2: 167,714 shares; 2025Q3: 178,479 shares; 2025Q4: 176,557 shares; 2026Q1: 177,225 shares; 2026Q2: 209,082 shares 209,082 $9.65M 1.75% +31,857 Timeline SCHZ 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: 251,032 shares; 2024Q4: 525,492 shares; 2025Q1: 513,422 shares; 2025Q2: 464,677 shares; 2025Q3: 488,342 shares; 2025Q4: 484,183 shares; 2026Q1: 409,603 shares; 2026Q2: 395,961 shares 395,961 $9.16M 1.66% -13,642 Timeline KOID KRANESHARES TRUST More: the full row for KRANESHARES 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: 142,727 shares; 2025Q4: 190,085 shares; 2026Q1: 214,053 shares; 2026Q2: 201,178 shares 201,178 $8.29M 1.51% -12,875 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: 53,902 shares; 2024Q4: 52,434 shares; 2025Q1: 52,221 shares; 2025Q2: 55,458 shares; 2025Q3: 52,242 shares; 2025Q4: 55,091 shares; 2026Q1: 59,939 shares; 2026Q2: 56,920 shares 56,920 $7.83M 1.42% -3,019 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 97,521 shares; 2024Q4: 93,427 shares; 2025Q1: 92,088 shares; 2025Q2: 102,138 shares; 2025Q3: 101,296 shares; 2025Q4: 107,437 shares; 2026Q1: 108,524 shares; 2026Q2: 106,404 shares 106,404 $7.24M 1.31% -2,120 Timeline THYF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 137,198 shares 137,198 $7.07M 1.29% new Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 89,147 shares; 2024Q4: 88,972 shares; 2025Q1: 87,310 shares; 2025Q2: 79,928 shares; 2025Q3: 80,179 shares; 2025Q4: 81,195 shares; 2026Q1: 81,044 shares; 2026Q2: 78,323 shares 78,323 $6.97M 1.27% -2,721 Timeline IALT BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 247,592 shares 247,592 $6.94M 1.26% new Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 108,202 shares; 2025Q2: 110,557 shares; 2025Q3: 122,483 shares; 2025Q4: 127,331 shares; 2026Q1: 124,539 shares; 2026Q2: 128,098 shares 128,098 $6.65M 1.21% +3,559 Timeline JPIE 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: 62,536 shares; 2024Q4: 85,054 shares; 2025Q1: 93,806 shares; 2025Q2: 94,659 shares; 2025Q3: 101,405 shares; 2025Q4: 102,669 shares; 2026Q1: 102,735 shares; 2026Q2: 140,412 shares 140,412 $6.47M 1.17% +37,677 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,597 shares; 2024Q4: 78,962 shares; 2025Q1: 86,498 shares; 2025Q2: 89,375 shares; 2025Q3: 86,686 shares; 2025Q4: 88,790 shares; 2026Q1: 84,741 shares; 2026Q2: 83,296 shares 83,296 $6.38M 1.16% -1,445 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: 107,594 shares; 2024Q4: 108,402 shares; 2025Q1: 108,903 shares; 2025Q2: 102,029 shares; 2025Q3: 97,980 shares; 2025Q4: 101,165 shares; 2026Q1: 100,840 shares; 2026Q2: 101,014 shares 101,014 $6.03M 1.1% +174 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 14,217 shares; 2025Q1: 12,348 shares; 2025Q2: 11,048 shares; 2025Q3: not reported; 2025Q4: 38,591 shares; 2026Q1: 41,491 shares; 2026Q2: 281,720 shares 281,720 $5.74M 1.04% +240,229 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 27,300 shares; 2025Q1: 27,970 shares; 2025Q2: 27,102 shares; 2025Q3: 28,358 shares; 2025Q4: 32,124 shares; 2026Q1: 32,137 shares; 2026Q2: 29,197 shares 29,197 $5.6M 1.02% -2,940 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,151 shares; 2024Q4: 42,133 shares; 2025Q1: 38,423 shares; 2025Q2: 39,318 shares; 2025Q3: 36,653 shares; 2025Q4: 36,189 shares; 2026Q1: 38,817 shares; 2026Q2: 39,224 shares 39,224 $4.88M 0.89% +407 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,359 shares; 2024Q4: 14,369 shares; 2025Q1: 17,556 shares; 2025Q2: 16,895 shares; 2025Q3: 17,093 shares; 2025Q4: 20,873 shares; 2026Q1: 22,220 shares; 2026Q2: 21,242 shares 21,242 $4.82M 0.88% -978 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: 55,692 shares; 2024Q4: 51,918 shares; 2025Q1: 52,608 shares; 2025Q2: 62,827 shares; 2025Q3: 63,198 shares; 2025Q4: 65,073 shares; 2026Q1: 63,245 shares; 2026Q2: 61,747 shares 61,747 $4.76M 0.87% -1,498 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 960,681 shares; 2024Q4: 676,360 shares; 2025Q1: 635,298 shares; 2025Q2: 586,843 shares; 2025Q3: 714,765 shares; 2025Q4: 827,442 shares; 2026Q1: 354,908 shares; 2026Q2: 239,834 shares 239,834 $4.68M 0.85% -115,074 Timeline TOUS T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 119,675 shares 119,675 $4.59M 0.83% new Timeline GLIN 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: 67,719 shares; 2024Q4: 74,495 shares; 2025Q1: 81,150 shares; 2025Q2: 82,795 shares; 2025Q3: 86,342 shares; 2025Q4: 88,434 shares; 2026Q1: 88,333 shares; 2026Q2: 94,436 shares 94,436 $4.39M 0.8% +6,103 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR 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: 126,908 shares 126,908 $3.72M 0.68% new Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,393 shares; 2024Q4: 103,348 shares; 2025Q1: 91,142 shares; 2025Q2: 96,305 shares; 2025Q3: 88,938 shares; 2025Q4: 87,119 shares; 2026Q1: 87,293 shares; 2026Q2: 85,365 shares 85,365 $3.57M 0.65% -1,928 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: 40,853 shares; 2024Q4: 40,709 shares; 2025Q1: 44,645 shares; 2025Q2: 43,638 shares; 2025Q3: 42,595 shares; 2025Q4: 42,519 shares; 2026Q1: 44,723 shares; 2026Q2: 42,532 shares 42,532 $3.26M 0.59% -2,191 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: 50,472 shares; 2024Q4: 58,409 shares; 2025Q1: 67,270 shares; 2025Q2: 64,448 shares; 2025Q3: 70,071 shares; 2025Q4: 72,914 shares; 2026Q1: 63,264 shares; 2026Q2: 51,886 shares 51,886 $2.72M 0.49% -11,378 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12,198 shares; 2025Q1: 10,851 shares; 2025Q2: 12,371 shares; 2025Q3: 11,557 shares; 2025Q4: 15,755 shares; 2026Q1: 17,858 shares; 2026Q2: 16,156 shares 16,156 $2.61M 0.47% -1,702 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: 34,489 shares; 2024Q4: 34,914 shares; 2025Q1: 29,158 shares; 2025Q2: 29,669 shares; 2025Q3: 27,615 shares; 2025Q4: 27,493 shares; 2026Q1: 26,301 shares; 2026Q2: 24,116 shares 24,116 $2.47M 0.45% -2,185 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,845 shares; 2025Q2: 3,355 shares; 2025Q3: 3,355 shares; 2025Q4: 3,612 shares; 2026Q1: 3,112 shares; 2026Q2: 2,832 shares 2,832 $2.43M 0.44% -280 Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,115 shares; 2024Q4: 19,114 shares; 2025Q1: 20,904 shares; 2025Q2: 19,372 shares; 2025Q3: 18,167 shares; 2025Q4: 18,167 shares; 2026Q1: 17,483 shares; 2026Q2: 17,483 shares 17,483 $2.32M 0.42% 0 Timeline GNMA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,590 shares; 2024Q4: 49,043 shares; 2025Q1: 49,359 shares; 2025Q2: 47,886 shares; 2025Q3: 45,970 shares; 2025Q4: 44,928 shares; 2026Q1: 45,451 shares; 2026Q2: 49,300 shares 49,300 $2.18M 0.4% +3,849 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,164 shares; 2024Q4: 42,641 shares; 2025Q1: 42,919 shares; 2025Q2: 39,026 shares; 2025Q3: 23,875 shares; 2025Q4: 25,734 shares; 2026Q1: 25,882 shares; 2026Q2: 22,010 shares 22,010 $2.08M 0.38% -3,872 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 18,597 shares; 2025Q1: 31,769 shares; 2025Q2: 27,437 shares; 2025Q3: 29,778 shares; 2025Q4: 32,510 shares; 2026Q1: 28,055 shares; 2026Q2: 24,956 shares 24,956 $1.98M 0.36% -3,099 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,709 shares; 2024Q4: 35,414 shares; 2025Q1: 31,007 shares; 2025Q2: 30,741 shares; 2025Q3: 27,670 shares; 2025Q4: 27,265 shares; 2026Q1: 26,850 shares; 2026Q2: 25,994 shares 25,994 $1.89M 0.34% -856 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: 3,182 shares; 2024Q4: 8,477 shares; 2025Q1: 6,538 shares; 2025Q2: 5,187 shares; 2025Q3: 11,537 shares; 2025Q4: 14,815 shares; 2026Q1: 14,620 shares; 2026Q2: 19,742 shares 19,742 $1.81M 0.33% +5,122 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 134,075 shares; 2026Q1: 132,477 shares; 2026Q2: 138,138 shares 138,138 $1.8M 0.33% +5,661 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,359 shares; 2024Q4: 11,435 shares; 2025Q1: 10,288 shares; 2025Q2: 9,893 shares; 2025Q3: 9,893 shares; 2025Q4: 9,865 shares; 2026Q1: 9,843 shares; 2026Q2: 9,843 shares 9,843 $1.61M 0.29% 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: 162,298 shares; 2024Q4: 144,627 shares; 2025Q1: 21,715 shares; 2025Q2: 23,393 shares; 2025Q3: 23,102 shares; 2025Q4: 23,428 shares; 2026Q1: 25,880 shares; 2026Q2: 27,259 shares 27,259 $1.61M 0.29% +1,379 Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,018 shares; 2024Q4: 19,944 shares; 2025Q1: 21,777 shares; 2025Q2: 23,564 shares; 2025Q3: 22,361 shares; 2025Q4: 22,519 shares; 2026Q1: 20,263 shares; 2026Q2: 20,257 shares 20,257 $1.48M 0.27% -6 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 7,368 shares; 2025Q3: 12,841 shares; 2025Q4: 22,054 shares; 2026Q1: 27,813 shares; 2026Q2: 26,469 shares 26,469 $1.4M 0.25% -1,344 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: 2,316 shares; 2024Q4: 2,763 shares; 2025Q1: 2,476 shares; 2025Q2: 2,470 shares; 2025Q3: 2,470 shares; 2025Q4: 2,525 shares; 2026Q1: 3,355 shares; 2026Q2: 3,698 shares 3,698 $1.38M 0.25% +343 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,222 shares; 2024Q4: 10,491 shares; 2025Q1: 12,085 shares; 2025Q2: 11,189 shares; 2025Q3: 11,189 shares; 2025Q4: 12,965 shares; 2026Q1: 15,989 shares; 2026Q2: 16,776 shares 16,776 $1.36M 0.25% +787 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,717 shares 8,717 $1.19M 0.22% new Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,069 shares; 2024Q4: 2,019 shares; 2025Q1: 3,608 shares; 2025Q2: 3,270 shares; 2025Q3: 3,155 shares; 2025Q4: 2,815 shares; 2026Q1: 2,806 shares; 2026Q2: 2,767 shares 2,767 $1.13M 0.21% -39 Timeline IEF 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: 11,883 shares 11,883 $1.12M 0.2% new 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: 4,451 shares; 2024Q4: 4,121 shares; 2025Q1: 4,241 shares; 2025Q2: 4,292 shares; 2025Q3: 4,866 shares; 2025Q4: 4,298 shares; 2026Q1: 5,004 shares; 2026Q2: 5,396 shares 5,396 $1.08M 0.2% +392 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: 2,071 shares; 2024Q4: 2,049 shares; 2025Q1: 2,319 shares; 2025Q2: 2,834 shares; 2025Q3: 2,809 shares; 2025Q4: 2,809 shares; 2026Q1: 2,874 shares; 2026Q2: 2,835 shares 2,835 $1.07M 0.19% -39 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: 19,250 shares; 2025Q3: 18,150 shares; 2025Q4: 18,400 shares; 2026Q1: 18,400 shares; 2026Q2: 18,400 shares 18,400 $1.05M 0.19% 0 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,583 shares; 2025Q2: 15,936 shares; 2025Q3: 23,094 shares; 2025Q4: 34,884 shares; 2026Q1: 41,169 shares; 2026Q2: 20,634 shares 20,634 $940K 0.17% -20,535 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,805 shares; 2024Q4: 5,886 shares; 2025Q1: 4,126 shares; 2025Q2: 14,234 shares; 2025Q3: 19,062 shares; 2025Q4: 19,310 shares; 2026Q1: 17,514 shares; 2026Q2: 18,368 shares 18,368 $925K 0.17% +854 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,983 shares; 2025Q4: 8,231 shares; 2026Q1: 10,270 shares; 2026Q2: 9,265 shares 9,265 $894K 0.16% -1,005 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,360 shares; 2025Q3: 8,360 shares; 2025Q4: 8,360 shares; 2026Q1: 8,196 shares; 2026Q2: 8,196 shares 8,196 $885K 0.16% 0 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,445 shares; 2024Q4: 17,447 shares; 2025Q1: 12,951 shares; 2025Q2: 14,093 shares; 2025Q3: 13,805 shares; 2025Q4: 13,606 shares; 2026Q1: 13,654 shares; 2026Q2: 13,826 shares 13,826 $872K 0.16% +172 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,297 shares; 2025Q3: 9,297 shares; 2025Q4: 9,297 shares; 2026Q1: 9,955 shares; 2026Q2: 8,760 shares 8,760 $855K 0.16% -1,195 Timeline JMOM J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,363 shares; 2025Q2: 10,080 shares; 2025Q3: 10,046 shares; 2025Q4: 10,506 shares; 2026Q1: 10,650 shares; 2026Q2: 9,996 shares 9,996 $854K 0.16% -654 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,308 shares; 2024Q4: 5,274 shares; 2025Q1: 5,758 shares; 2025Q2: 6,044 shares; 2025Q3: 6,044 shares; 2025Q4: 6,442 shares; 2026Q1: 8,718 shares; 2026Q2: 9,493 shares 9,493 $853K 0.15% +775 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,416 shares; 2024Q4: 4,394 shares; 2025Q1: 6,157 shares; 2025Q2: 5,935 shares; 2025Q3: 5,227 shares; 2025Q4: 5,147 shares; 2026Q1: 5,064 shares; 2026Q2: 5,064 shares 5,064 $828K 0.15% 0 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 13,745 shares; 2025Q3: 14,766 shares; 2025Q4: 19,600 shares; 2026Q1: 22,404 shares; 2026Q2: 18,876 shares 18,876 $814K 0.15% -3,528 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 33,071 shares; 2026Q2: 21,565 shares 21,565 $789K 0.14% -11,506 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 296,533 shares; 2025Q1: 354,710 shares; 2025Q2: 372,654 shares; 2025Q3: 481,708 shares; 2025Q4: 499,758 shares; 2026Q1: 511,072 shares; 2026Q2: 41,159 shares 41,159 $765K 0.14% -469,913 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 249 shares; 2025Q3: 249 shares; 2025Q4: 249 shares; 2026Q1: 249 shares; 2026Q2: 2,494 shares 2,494 $753K 0.14% +2,245 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: 845 shares; 2024Q4: 836 shares; 2025Q1: 836 shares; 2025Q2: 784 shares; 2025Q3: 784 shares; 2025Q4: 784 shares; 2026Q1: 784 shares; 2026Q2: 6,286 shares 6,286 $751K 0.14% +5,502 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL 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: 2,240 shares; 2026Q1: 1,121 shares; 2026Q2: 1,151 shares 1,151 $735K 0.13% +30 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: 7,857 shares; 2024Q4: 7,466 shares; 2025Q1: 58,528 shares; 2025Q2: 7,280 shares; 2025Q3: 7,118 shares; 2025Q4: 6,645 shares; 2026Q1: 6,545 shares; 2026Q2: 13,090 shares 13,090 $735K 0.13% +6,545 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,169 shares; 2025Q3: 1,169 shares; 2025Q4: 951 shares; 2026Q1: 951 shares; 2026Q2: 951 shares 951 $687K 0.12% 0 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 544 shares; 2025Q1: 455 shares; 2025Q2: 480 shares; 2025Q3: 480 shares; 2025Q4: 480 shares; 2026Q1: 480 shares; 2026Q2: 480 shares 480 $664K 0.12% 0 Timeline ITOT 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: 3,818 shares; 2025Q2: 3,438 shares; 2025Q3: 3,438 shares; 2025Q4: 3,746 shares; 2026Q1: 3,894 shares; 2026Q2: 3,938 shares 3,938 $647K 0.12% +44 Timeline MGV 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: 114,168 shares; 2025Q3: 117,508 shares; 2025Q4: 120,495 shares; 2026Q1: 122,075 shares; 2026Q2: 3,935 shares 3,935 $643K 0.12% -118,140 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 12,998 shares; 2026Q2: 12,716 shares 12,716 $641K 0.12% -282 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 642 shares; 2026Q2: 642 shares 642 $620K 0.11% 0 Timeline BSMQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,532 shares; 2024Q4: 10,532 shares; 2025Q1: 16,195 shares; 2025Q2: 18,536 shares; 2025Q3: 18,536 shares; 2025Q4: 20,286 shares; 2026Q1: 19,596 shares; 2026Q2: 24,866 shares 24,866 $585K 0.11% +5,270 Timeline VGLT 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: 22,612 shares; 2025Q3: 23,373 shares; 2025Q4: 23,262 shares; 2026Q1: 24,083 shares; 2026Q2: 10,545 shares 10,545 $582K 0.11% -13,538 Timeline BSMR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,463 shares; 2024Q4: 9,463 shares; 2025Q1: 15,178 shares; 2025Q2: 16,977 shares; 2025Q3: 16,977 shares; 2025Q4: 18,302 shares; 2026Q1: 17,952 shares; 2026Q2: 24,452 shares 24,452 $578K 0.11% +6,500 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: 946 shares; 2024Q4: 935 shares; 2025Q1: 889 shares; 2025Q2: 888 shares; 2025Q3: 879 shares; 2025Q4: 863 shares; 2026Q1: 836 shares; 2026Q2: 771 shares 771 $577K 0.1% -65 Timeline BSMS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,527 shares; 2024Q4: 9,527 shares; 2025Q1: 15,376 shares; 2025Q2: 15,376 shares; 2025Q3: 15,376 shares; 2025Q4: 16,701 shares; 2026Q1: 16,531 shares; 2026Q2: 21,781 shares 21,781 $511K 0.09% +5,250 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: 2,121 shares; 2024Q4: 1,934 shares; 2025Q1: 2,680 shares; 2025Q2: 1,933 shares; 2025Q3: 1,791 shares; 2025Q4: 1,670 shares; 2026Q1: 1,762 shares; 2026Q2: 1,744 shares 1,744 $505K 0.09% -18 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,890 shares; 2025Q3: 16,790 shares; 2025Q4: 12,180 shares; 2026Q1: 12,180 shares; 2026Q2: 23,980 shares 23,980 $496K 0.09% +11,800 Timeline ACWX 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: 10,695 shares; 2026Q2: 6,412 shares 6,412 $488K 0.09% -4,283 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,631 shares 1,631 $486K 0.09% new 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: 3,351 shares; 2025Q3: 3,351 shares; 2025Q4: 3,376 shares; 2026Q1: 3,376 shares; 2026Q2: 3,376 shares 3,376 $473K 0.09% 0 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,821 shares; 2024Q4: 8,751 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,627 shares; 2026Q1: 61,452 shares; 2026Q2: 20,423 shares 20,423 $465K 0.08% -41,029 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,678 shares; 2025Q3: 19,004 shares; 2025Q4: 24,917 shares; 2026Q1: 7,508 shares; 2026Q2: 7,460 shares 7,460 $457K 0.08% -48 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: 5,238 shares; 2024Q4: 5,109 shares; 2025Q1: 7,326 shares; 2025Q2: 7,610 shares; 2025Q3: 7,471 shares; 2025Q4: 7,420 shares; 2026Q1: 7,077 shares; 2026Q2: 6,758 shares 6,758 $454K 0.08% -319 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,834 shares; 2025Q2: 2,794 shares; 2025Q3: 2,794 shares; 2025Q4: 2,794 shares; 2026Q1: 2,794 shares; 2026Q2: 2,794 shares 2,794 $452K 0.08% 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: not reported; 2025Q4: not reported; 2026Q1: 14,106 shares; 2026Q2: 15,159 shares 15,159 $446K 0.08% +1,053 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: not reported; 2024Q4: not reported; 2025Q1: 4,789 shares; 2025Q2: 3,982 shares; 2025Q3: 3,982 shares; 2025Q4: 3,955 shares; 2026Q1: 5,508 shares; 2026Q2: 4,358 shares 4,358 $441K 0.08% -1,150 Timeline TOTR T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,669 shares 10,669 $427K 0.08% new 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: 1,148 shares 1,148 $410K 0.07% new Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 221,503 shares; 2025Q3: 208,782 shares; 2025Q4: 213,553 shares; 2026Q1: 216,522 shares; 2026Q2: 8,557 shares 8,557 $391K 0.07% -207,965 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,031 shares 4,031 $365K 0.07% new Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,039 shares; 2024Q4: 1,016 shares; 2025Q1: 878 shares; 2025Q2: 875 shares; 2025Q3: 852 shares; 2025Q4: 852 shares; 2026Q1: 712 shares; 2026Q2: 712 shares 712 $352K 0.06% 0 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,681 shares; 2025Q4: 1,285 shares; 2026Q1: not reported; 2026Q2: 3,054 shares 3,054 $349K 0.06% new Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 722 shares; 2025Q2: not reported; 2025Q3: 365 shares; 2025Q4: 406 shares; 2026Q1: 406 shares; 2026Q2: 406 shares 406 $337K 0.06% 0 Timeline BKLC BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,323 shares; 2025Q2: 3,152 shares; 2025Q3: 3,136 shares; 2025Q4: 3,527 shares; 2026Q1: 2,456 shares; 2026Q2: 2,347 shares 2,347 $337K 0.06% -109 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,764 shares; 2025Q4: 1,764 shares; 2026Q1: 1,934 shares; 2026Q2: 1,937 shares 1,937 $329K 0.06% +3 Timeline WQTM 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: not reported; 2025Q4: 22,748 shares; 2026Q1: 24,917 shares; 2026Q2: 8,561 shares 8,561 $324K 0.06% -16,356 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,326 shares; 2026Q1: 1,452 shares; 2026Q2: 2,029 shares 2,029 $322K 0.06% +577 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,120 shares 1,120 $318K 0.06% new Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 721 shares 721 $311K 0.06% new 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: not reported; 2024Q4: 824 shares; 2025Q1: 761 shares; 2025Q2: 678 shares; 2025Q3: 645 shares; 2025Q4: 718 shares; 2026Q1: 711 shares; 2026Q2: 833 shares 833 $308K 0.06% +122 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,007 shares; 2024Q4: 5,605 shares; 2025Q1: 5,605 shares; 2025Q2: 5,605 shares; 2025Q3: 5,605 shares; 2025Q4: 5,579 shares; 2026Q1: 5,579 shares; 2026Q2: 6,131 shares 6,131 $304K 0.06% +552 Timeline GGOV BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,989 shares 5,989 $301K 0.05% new Timeline PLMR PALOMAR HLDGS INC More: the full row for PALOMAR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,335 shares; 2026Q1: 2,335 shares; 2026Q2: 2,335 shares 2,335 $295K 0.05% 0 Timeline COHR COHERENT CORP More: the full row for COHERENT 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: 737 shares 737 $291K 0.05% new 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: 3,416 shares; 2024Q4: 3,679 shares; 2025Q1: 3,945 shares; 2025Q2: 3,625 shares; 2025Q3: 3,857 shares; 2025Q4: 4,842 shares; 2026Q1: 3,397 shares; 2026Q2: 2,994 shares 2,994 $289K 0.05% -403 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: 4,600 shares; 2024Q4: 4,268 shares; 2025Q1: 87,885 shares; 2025Q2: 2,695 shares; 2025Q3: 2,719 shares; 2025Q4: 2,697 shares; 2026Q1: 2,687 shares; 2026Q2: 2,904 shares 2,904 $280K 0.05% +217 Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI 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: 20,175 shares; 2025Q4: 23,072 shares; 2026Q1: 43,101 shares; 2026Q2: 43,048 shares 43,048 $279K 0.05% -53 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,305 shares; 2024Q4: 2,305 shares; 2025Q1: 2,768 shares; 2025Q2: 2,538 shares; 2025Q3: 2,538 shares; 2025Q4: 2,538 shares; 2026Q1: 2,538 shares; 2026Q2: 2,538 shares 2,538 $273K 0.05% 0 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 300,147 shares; 2024Q4: 293,403 shares; 2025Q1: 338,551 shares; 2025Q2: 339,158 shares; 2025Q3: 352,995 shares; 2025Q4: 366,027 shares; 2026Q1: 375,793 shares; 2026Q2: 5,985 shares 5,985 $272K 0.05% -369,808 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: 1,640 shares; 2024Q4: not reported; 2025Q1: 1,428 shares; 2025Q2: not reported; 2025Q3: 1,984 shares; 2025Q4: 1,982 shares; 2026Q1: 2,090 shares; 2026Q2: 1,712 shares 1,712 $272K 0.05% -378 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,093 shares; 2025Q3: 16,390 shares; 2025Q4: 16,390 shares; 2026Q1: 16,390 shares; 2026Q2: 16,217 shares 16,217 $270K 0.05% -173 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,252 shares; 2025Q2: 4,492 shares; 2025Q3: 4,475 shares; 2025Q4: 4,228 shares; 2026Q1: 3,955 shares; 2026Q2: 3,877 shares 3,877 $265K 0.05% -78 Timeline AMLP 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: not reported; 2024Q4: not reported; 2025Q1: 5,970 shares; 2025Q2: not reported; 2025Q3: 5,459 shares; 2025Q4: not reported; 2026Q1: 5,913 shares; 2026Q2: 4,989 shares 4,989 $259K 0.05% -924 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: not reported; 2025Q2: not reported; 2025Q3: 4,200 shares; 2025Q4: 9,212 shares; 2026Q1: 16,377 shares; 2026Q2: 4,238 shares 4,238 $253K 0.05% -12,139 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,366 shares; 2025Q3: 1,378 shares; 2025Q4: 1,372 shares; 2026Q1: 1,371 shares; 2026Q2: 1,357 shares 1,357 $251K 0.05% -14 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,446 shares; 2026Q2: 3,482 shares 3,482 $251K 0.05% +36 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,420 shares; 2024Q4: 11,198 shares; 2025Q1: 4,850 shares; 2025Q2: 4,050 shares; 2025Q3: 3,410 shares; 2025Q4: 3,267 shares; 2026Q1: 3,349 shares; 2026Q2: 2,484 shares 2,484 $249K 0.05% -865 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,591 shares 1,591 $248K 0.05% new 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: not reported; 2026Q1: not reported; 2026Q2: 2,860 shares 2,860 $246K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,400 shares 2,400 $245K 0.04% new 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: not reported; 2025Q4: 3,869 shares; 2026Q1: 4,175 shares; 2026Q2: 4,240 shares 4,240 $244K 0.04% +65 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: 204 shares 204 $235K 0.04% new Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,783 shares 2,783 $230K 0.04% new Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 874 shares; 2026Q2: 886 shares 886 $227K 0.04% +12 Timeline AGGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,980 shares; 2024Q4: 3,802 shares; 2025Q1: 3,449 shares; 2025Q2: 3,306 shares; 2025Q3: 3,236 shares; 2025Q4: 3,040 shares; 2026Q1: 2,952 shares; 2026Q2: 2,169 shares 2,169 $225K 0.04% -783 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,293 shares; 2026Q2: 4,258 shares 4,258 $220K 0.04% -35 Timeline CORP PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,142 shares; 2024Q4: 3,011 shares; 2025Q1: 2,422 shares; 2025Q2: 2,295 shares; 2025Q3: 2,280 shares; 2025Q4: 2,276 shares; 2026Q1: 2,268 shares; 2026Q2: 2,212 shares 2,212 $214K 0.04% -56 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: 84,474 shares; 2024Q4: 82,773 shares; 2025Q1: 5,241 shares; 2025Q2: 11,187 shares; 2025Q3: 9,115 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,414 shares 1,414 $210K 0.04% new Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 484 shares 484 $206K 0.04% new Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS 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: 407 shares 407 $206K 0.04% new Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,150 shares; 2026Q2: 1,304 shares 1,304 $204K 0.04% +154 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,572 shares; 2026Q1: 1,657 shares; 2026Q2: 471 shares 471 $204K 0.04% -1,186 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 534 shares; 2024Q4: 536 shares; 2025Q1: 536 shares; 2025Q2: 509 shares; 2025Q3: 477 shares; 2025Q4: 406 shares; 2026Q1: not reported; 2026Q2: 406 shares 406 $204K 0.04% new Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER 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: 6,891 shares 6,891 $202K 0.04% new 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: 5,150 shares; 2024Q4: 4,873 shares; 2025Q1: 4,856 shares; 2025Q2: 4,484 shares; 2025Q3: 4,012 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,566 shares 3,566 $202K 0.04% new Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,028 shares 3,028 $201K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 917 shares; 2025Q3: 917 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 839 shares 839 $200K 0.04% new Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,091 shares 14,091 $186K 0.03% new Timeline