IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 56,809 shares; 2025Q1: 50,226 shares; 2025Q2: 41,476 shares; 2025Q3: 42,195 shares; 2025Q4: 42,333 shares; 2026Q1: 46,947 shares; 2026Q2: 56,577 shares; 2026Q3: 58,570 shares 58,570 $44.9M 8.17% +1,993 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 471,769 shares; 2025Q1: 504,387 shares; 2025Q2: 532,289 shares; 2025Q3: 552,606 shares; 2025Q4: 591,770 shares; 2026Q1: 640,279 shares; 2026Q2: 680,706 shares; 2026Q3: 691,550 shares 691,550 $23.7M 4.32% +10,844 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 99,039 shares; 2025Q1: 100,627 shares; 2025Q2: 102,663 shares; 2025Q3: 105,492 shares; 2025Q4: 109,545 shares; 2026Q1: 114,530 shares; 2026Q2: 585,336 shares; 2026Q3: 587,922 shares 587,922 $16.4M 2.99% +2,586 Timeline FDV FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 243,605 shares; 2025Q1: 276,952 shares; 2025Q2: 310,417 shares; 2025Q3: 340,925 shares; 2025Q4: 393,055 shares; 2026Q1: 447,684 shares; 2026Q2: 488,669 shares; 2026Q3: 512,114 shares 512,114 $16.1M 2.93% +23,445 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; 2024Q4: 36,918 shares; 2025Q1: 37,533 shares; 2025Q2: 37,901 shares; 2025Q3: 38,550 shares; 2025Q4: 38,099 shares; 2026Q1: 40,130 shares; 2026Q2: 41,154 shares; 2026Q3: 40,973 shares 40,973 $15.3M 2.79% -181 Timeline BNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,677 shares; 2025Q1: 10,677 shares; 2025Q2: 10,405 shares; 2025Q3: 9,445 shares; 2025Q4: 279,869 shares; 2026Q1: 278,669 shares; 2026Q2: 275,590 shares; 2026Q3: 273,341 shares 273,341 $13.4M 2.44% -2,249 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 26,211 shares; 2025Q1: 23,630 shares; 2025Q2: 24,210 shares; 2025Q3: 25,950 shares; 2025Q4: 26,388 shares; 2026Q1: 25,742 shares; 2026Q2: 25,040 shares; 2026Q3: 25,476 shares 25,476 $13.1M 2.38% +436 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 33,119 shares; 2025Q1: 32,744 shares; 2025Q2: 32,613 shares; 2025Q3: 34,212 shares; 2025Q4: 34,260 shares; 2026Q1: 35,859 shares; 2026Q2: 34,799 shares; 2026Q3: 34,431 shares 34,431 $11.5M 2.09% -368 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 41,558 shares; 2025Q1: 37,719 shares; 2025Q2: 40,605 shares; 2025Q3: 42,602 shares; 2025Q4: 42,257 shares; 2026Q1: 42,148 shares; 2026Q2: 42,444 shares; 2026Q3: 42,286 shares 42,286 $9.66M 1.76% -158 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; 2024Q4: 383,526 shares; 2025Q1: 399,301 shares; 2025Q2: 415,107 shares; 2025Q3: 431,897 shares; 2025Q4: 453,812 shares; 2026Q1: 474,538 shares; 2026Q2: 488,002 shares; 2026Q3: 493,466 shares 493,466 $9.63M 1.75% +5,464 Timeline WINN HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 88,163 shares; 2025Q1: 97,145 shares; 2025Q2: 106,154 shares; 2025Q3: 113,858 shares; 2025Q4: 239,358 shares; 2026Q1: 257,138 shares; 2026Q2: 274,193 shares; 2026Q3: 278,205 shares 278,205 $9.55M 1.74% +4,012 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 53,606 shares; 2025Q1: 56,610 shares; 2025Q2: 54,137 shares; 2025Q3: 57,151 shares; 2025Q4: 60,274 shares; 2026Q1: 65,117 shares; 2026Q2: 65,630 shares; 2026Q3: 66,894 shares 66,894 $9.52M 1.73% +1,264 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; 2024Q4: 94,763 shares; 2025Q1: 99,001 shares; 2025Q2: 101,792 shares; 2025Q3: 125,935 shares; 2025Q4: 134,000 shares; 2026Q1: 128,235 shares; 2026Q2: 130,753 shares; 2026Q3: 132,571 shares 132,571 $9.18M 1.67% +1,818 Timeline UMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 7,546 shares; 2025Q2: 195,982 shares; 2025Q3: 195,164 shares; 2025Q4: 193,935 shares; 2026Q1: 205,447 shares; 2026Q2: 202,575 shares; 2026Q3: 199,849 shares 199,849 $8.63M 1.57% -2,726 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; 2024Q4: 71,750 shares; 2025Q1: 80,844 shares; 2025Q2: 88,408 shares; 2025Q3: 95,992 shares; 2025Q4: 366,578 shares; 2026Q1: 394,234 shares; 2026Q2: 413,793 shares; 2026Q3: 424,060 shares 424,060 $8.29M 1.51% +10,267 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,401 shares; 2025Q1: 20,718 shares; 2025Q2: 24,616 shares; 2025Q3: 27,407 shares; 2025Q4: 38,608 shares; 2026Q1: 39,099 shares; 2026Q2: 35,348 shares; 2026Q3: 35,398 shares 35,398 $8.08M 1.47% +50 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 88,418 shares; 2025Q1: 92,921 shares; 2025Q2: 95,277 shares; 2025Q3: 99,275 shares; 2025Q4: 139,893 shares; 2026Q1: 145,770 shares; 2026Q2: 154,731 shares; 2026Q3: 161,991 shares 161,991 $7.68M 1.4% +7,260 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; 2024Q4: 29,379 shares; 2025Q1: 29,975 shares; 2025Q2: 29,157 shares; 2025Q3: 28,945 shares; 2025Q4: 27,447 shares; 2026Q1: 27,380 shares; 2026Q2: 27,580 shares; 2026Q3: 27,472 shares 27,472 $6.84M 1.25% -108 Timeline TEQI 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; 2024Q4: 79,146 shares; 2025Q1: 86,435 shares; 2025Q2: 94,136 shares; 2025Q3: 100,007 shares; 2025Q4: 110,219 shares; 2026Q1: 122,306 shares; 2026Q2: 131,073 shares; 2026Q3: 133,360 shares 133,360 $6.75M 1.23% +2,287 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,959 shares; 2026Q1: 5,307 shares; 2026Q2: 949 shares; 2026Q3: 26,649 shares 26,649 $6.61M 1.2% +25,700 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 24,365 shares; 2025Q1: 24,002 shares; 2025Q2: 26,225 shares; 2025Q3: 27,199 shares; 2025Q4: 26,973 shares; 2026Q1: 27,479 shares; 2026Q2: 26,547 shares; 2026Q3: 26,442 shares 26,442 $5.4M 0.98% -105 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 61,093 shares; 2025Q1: 59,801 shares; 2025Q2: 59,470 shares; 2025Q3: 60,810 shares; 2025Q4: 60,287 shares; 2026Q1: 59,803 shares; 2026Q2: 49,077 shares; 2026Q3: 48,934 shares 48,934 $5.27M 0.96% -143 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; 2024Q4: 9,720 shares; 2025Q1: 9,733 shares; 2025Q2: 9,724 shares; 2025Q3: 9,431 shares; 2025Q4: 9,516 shares; 2026Q1: 9,508 shares; 2026Q2: 9,589 shares; 2026Q3: 9,904 shares 9,904 $4.93M 0.9% +315 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 48,301 shares; 2025Q1: 59,322 shares; 2025Q2: 70,615 shares; 2025Q3: 79,192 shares; 2025Q4: 94,046 shares; 2026Q1: 110,168 shares; 2026Q2: 127,387 shares; 2026Q3: 132,910 shares 132,910 $4.84M 0.88% +5,523 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 76,833 shares; 2025Q1: 67,362 shares; 2025Q2: 98,840 shares; 2025Q3: 91,668 shares; 2025Q4: 87,595 shares; 2026Q1: 89,694 shares; 2026Q2: 59,948 shares; 2026Q3: 58,756 shares 58,756 $4.65M 0.85% -1,192 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,585 shares; 2025Q1: 28,751 shares; 2025Q2: 60,682 shares; 2025Q3: 72,139 shares; 2025Q4: 91,726 shares; 2026Q1: 89,282 shares; 2026Q2: 71,637 shares; 2026Q3: 53,604 shares 53,604 $4.35M 0.79% -18,033 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 61,472 shares; 2026Q3: 116,785 shares 116,785 $4.25M 0.77% +55,313 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 25,917 shares 25,917 $4.22M 0.77% new Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 44,484 shares; 2025Q1: 43,614 shares; 2025Q2: 43,445 shares; 2025Q3: 43,532 shares; 2025Q4: 43,426 shares; 2026Q1: 43,497 shares; 2026Q2: 43,424 shares; 2026Q3: 43,336 shares 43,336 $4.21M 0.77% -88 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 41,470 shares; 2025Q1: 29,240 shares; 2025Q2: 27,185 shares; 2025Q3: 12,510 shares; 2025Q4: 8,492 shares; 2026Q1: 27,384 shares; 2026Q2: 33,603 shares; 2026Q3: 31,668 shares 31,668 $3.79M 0.69% -1,935 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,012 shares; 2025Q3: 66,534 shares; 2025Q4: 80,994 shares; 2026Q1: 91,415 shares; 2026Q2: 81,318 shares; 2026Q3: 79,321 shares 79,321 $3.74M 0.68% -1,997 Timeline BSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 63,611 shares; 2025Q1: 62,146 shares; 2025Q2: 62,070 shares; 2025Q3: 63,862 shares; 2025Q4: 63,545 shares; 2026Q1: 63,472 shares; 2026Q2: 63,431 shares; 2026Q3: 67,068 shares 67,068 $3.62M 0.66% +3,637 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 113,901 shares; 2025Q1: 114,118 shares; 2025Q2: 123,672 shares; 2025Q3: 123,455 shares; 2025Q4: 117,566 shares; 2026Q1: 135,293 shares; 2026Q2: 151,949 shares; 2026Q3: 157,454 shares 157,454 $3.6M 0.66% +5,505 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 119,081 shares; 2026Q1: 134,796 shares; 2026Q2: 156,113 shares; 2026Q3: 162,764 shares 162,764 $3.57M 0.65% +6,651 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22,795 shares; 2025Q1: 22,155 shares; 2025Q2: 23,578 shares; 2025Q3: 26,744 shares; 2025Q4: 26,297 shares; 2026Q1: 21,486 shares; 2026Q2: 21,355 shares; 2026Q3: 21,018 shares 21,018 $3.56M 0.65% -337 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 99,012 shares; 2025Q1: 100,217 shares; 2025Q2: 117,662 shares; 2025Q3: 120,428 shares; 2025Q4: 116,801 shares; 2026Q1: 132,667 shares; 2026Q2: 153,534 shares; 2026Q3: 159,359 shares 159,359 $3.56M 0.65% +5,825 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,597 shares; 2025Q1: 11,974 shares; 2025Q2: 11,892 shares; 2025Q3: 15,243 shares; 2025Q4: 14,429 shares; 2026Q1: 13,083 shares; 2026Q2: 12,860 shares; 2026Q3: 13,236 shares 13,236 $3.5M 0.64% +376 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 52,410 shares; 2026Q2: 56,774 shares; 2026Q3: 71,453 shares 71,453 $3.5M 0.64% +14,679 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 27,899 shares; 2025Q1: 27,672 shares; 2025Q2: 25,234 shares; 2025Q3: 27,105 shares; 2025Q4: 27,181 shares; 2026Q1: 28,449 shares; 2026Q2: 26,607 shares; 2026Q3: 26,966 shares 26,966 $3.24M 0.59% +359 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,369 shares; 2025Q1: 4,527 shares; 2025Q2: 3,173 shares; 2025Q3: 14,761 shares; 2025Q4: 15,781 shares; 2026Q1: 15,578 shares; 2026Q2: 15,672 shares; 2026Q3: 15,667 shares 15,667 $2.99M 0.54% -5 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,121 shares; 2025Q1: 4,131 shares; 2025Q2: 3,396 shares; 2025Q3: 3,774 shares; 2025Q4: 3,756 shares; 2026Q1: 3,581 shares; 2026Q2: 3,638 shares; 2026Q3: 3,669 shares 3,669 $2.97M 0.54% +31 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 138,683 shares; 2026Q1: 139,734 shares; 2026Q2: 139,777 shares; 2026Q3: 144,535 shares 144,535 $2.91M 0.53% +4,758 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; 2024Q4: 11,748 shares; 2025Q1: 11,777 shares; 2025Q2: 11,289 shares; 2025Q3: 13,539 shares; 2025Q4: 13,144 shares; 2026Q1: 13,074 shares; 2026Q2: 12,990 shares; 2026Q3: 12,876 shares 12,876 $2.83M 0.52% -114 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 49,552 shares; 2025Q1: 48,437 shares; 2025Q2: 48,924 shares; 2025Q3: 49,161 shares; 2025Q4: 49,360 shares; 2026Q1: 48,670 shares; 2026Q2: 48,919 shares; 2026Q3: 48,952 shares 48,952 $2.83M 0.51% +33 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 37,233 shares; 2025Q1: 40,113 shares; 2025Q2: 43,182 shares; 2025Q3: 44,447 shares; 2025Q4: 49,686 shares; 2026Q1: 54,685 shares; 2026Q2: 58,966 shares; 2026Q3: 63,438 shares 63,438 $2.82M 0.51% +4,472 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 35,393 shares; 2025Q1: 34,479 shares; 2025Q2: 33,726 shares; 2025Q3: 34,163 shares; 2025Q4: 33,902 shares; 2026Q1: 33,795 shares; 2026Q2: 33,998 shares; 2026Q3: 33,629 shares 33,629 $2.79M 0.51% -369 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 54,575 shares; 2025Q3: 62,488 shares; 2025Q4: 73,230 shares; 2026Q1: 80,488 shares; 2026Q2: 64,555 shares; 2026Q3: 62,833 shares 62,833 $2.76M 0.5% -1,722 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28,807 shares; 2025Q1: 27,692 shares; 2025Q2: 27,410 shares; 2025Q3: 27,383 shares; 2025Q4: 26,322 shares; 2026Q1: 26,273 shares; 2026Q2: 26,829 shares; 2026Q3: 26,950 shares 26,950 $2.72M 0.49% +121 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; 2024Q4: 6,797 shares; 2025Q1: 6,865 shares; 2025Q2: 6,972 shares; 2025Q3: 8,331 shares; 2025Q4: 8,208 shares; 2026Q1: 8,083 shares; 2026Q2: 8,068 shares; 2026Q3: 8,165 shares 8,165 $2.7M 0.49% +97 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 35,334 shares 35,334 $2.67M 0.49% new Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,621 shares; 2025Q1: 9,206 shares; 2025Q2: 9,107 shares; 2025Q3: 9,070 shares; 2025Q4: 8,892 shares; 2026Q1: 8,399 shares; 2026Q2: 8,298 shares; 2026Q3: 8,099 shares 8,099 $2.63M 0.48% -199 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,736 shares; 2025Q1: 12,687 shares; 2025Q2: 12,264 shares; 2025Q3: 12,866 shares; 2025Q4: 12,868 shares; 2026Q1: 12,894 shares; 2026Q2: 12,520 shares; 2026Q3: 12,515 shares 12,515 $2.63M 0.48% -5 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,762 shares; 2025Q1: 5,754 shares; 2025Q2: 5,827 shares; 2025Q3: 6,354 shares; 2025Q4: 6,706 shares; 2026Q1: 7,212 shares; 2026Q2: 7,460 shares; 2026Q3: 7,511 shares 7,511 $2.58M 0.47% +51 Timeline UJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 52,618 shares; 2025Q2: 52,593 shares; 2025Q3: 51,929 shares; 2025Q4: 55,812 shares; 2026Q1: 55,217 shares; 2026Q2: 54,822 shares; 2026Q3: 54,448 shares 54,448 $2.53M 0.46% -374 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,006 shares; 2025Q1: 9,562 shares; 2025Q2: 9,466 shares; 2025Q3: 9,604 shares; 2025Q4: 9,407 shares; 2026Q1: 9,045 shares; 2026Q2: 5,500 shares; 2026Q3: 6,330 shares 6,330 $2.51M 0.46% +830 Timeline IDEF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 67,487 shares; 2026Q2: 80,121 shares; 2026Q3: 79,750 shares 79,750 $2.49M 0.45% -371 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,105 shares; 2025Q1: 20,167 shares; 2025Q2: 19,096 shares; 2025Q3: 19,394 shares; 2025Q4: 21,275 shares; 2026Q1: 24,305 shares; 2026Q2: 24,922 shares; 2026Q3: 24,859 shares 24,859 $2.45M 0.45% -63 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 30,536 shares; 2025Q1: 35,226 shares; 2025Q2: 37,604 shares; 2025Q3: 36,324 shares; 2025Q4: 25,408 shares; 2026Q1: 25,642 shares; 2026Q2: 12,085 shares; 2026Q3: 10,978 shares 10,978 $2.44M 0.44% -1,107 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 766 shares; 2026Q1: 2,160 shares; 2026Q2: 2,219 shares; 2026Q3: 2,246 shares 2,246 $2.39M 0.44% +27 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,600 shares; 2025Q1: 22,233 shares; 2025Q2: 20,986 shares; 2025Q3: 20,473 shares; 2025Q4: 18,677 shares; 2026Q1: 16,744 shares; 2026Q2: 16,595 shares; 2026Q3: 16,014 shares 16,014 $2.39M 0.43% -581 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; 2024Q4: 1,711 shares; 2025Q1: 1,886 shares; 2025Q2: 1,826 shares; 2025Q3: 1,879 shares; 2025Q4: 1,982 shares; 2026Q1: 1,985 shares; 2026Q2: 2,003 shares; 2026Q3: 2,050 shares 2,050 $2.37M 0.43% +47 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,150 shares; 2025Q1: 5,656 shares; 2025Q2: 5,723 shares; 2025Q3: 6,408 shares; 2025Q4: 6,313 shares; 2026Q1: 6,477 shares; 2026Q2: 6,754 shares; 2026Q3: 6,779 shares 6,779 $2.31M 0.42% +25 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,518 shares; 2025Q1: 5,326 shares; 2025Q2: 5,248 shares; 2025Q3: 5,210 shares; 2025Q4: 5,035 shares; 2026Q1: 4,918 shares; 2026Q2: 4,916 shares; 2026Q3: 4,820 shares 4,820 $2.29M 0.42% -96 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,893 shares; 2025Q1: 4,672 shares; 2025Q2: 4,639 shares; 2025Q3: 4,536 shares; 2025Q4: 4,489 shares; 2026Q1: 4,444 shares; 2026Q2: 4,456 shares; 2026Q3: 4,450 shares 4,450 $2.27M 0.41% -6 Timeline BJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 37,616 shares; 2025Q1: 37,061 shares; 2025Q2: 37,134 shares; 2025Q3: 38,351 shares; 2025Q4: 38,351 shares; 2026Q1: 38,174 shares; 2026Q2: 38,045 shares; 2026Q3: 40,418 shares 40,418 $2.24M 0.41% +2,373 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,046 shares; 2025Q1: 13,978 shares; 2025Q2: 14,148 shares; 2025Q3: 15,339 shares; 2025Q4: 16,764 shares; 2026Q1: 17,525 shares; 2026Q2: 17,221 shares; 2026Q3: 15,243 shares 15,243 $2.21M 0.4% -1,978 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 40,933 shares; 2025Q1: 42,139 shares; 2025Q2: 42,633 shares; 2025Q3: 42,633 shares; 2025Q4: 42,751 shares; 2026Q1: 42,833 shares; 2026Q2: 44,190 shares; 2026Q3: 44,132 shares 44,132 $2.16M 0.39% -58 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 39,308 shares; 2025Q4: 37,051 shares; 2026Q1: 36,572 shares; 2026Q2: 40,351 shares; 2026Q3: 37,229 shares 37,229 $2.15M 0.39% -3,122 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 29,893 shares; 2025Q1: 25,835 shares; 2025Q2: 23,706 shares; 2025Q3: 23,726 shares; 2025Q4: 23,037 shares; 2026Q1: 22,311 shares; 2026Q2: 20,920 shares; 2026Q3: 20,281 shares 20,281 $2.01M 0.37% -639 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 79,191 shares; 2025Q1: 71,072 shares; 2025Q2: 70,951 shares; 2025Q3: 70,766 shares; 2025Q4: 69,118 shares; 2026Q1: 67,280 shares; 2026Q2: 66,862 shares; 2026Q3: 66,355 shares 66,355 $2M 0.36% -507 Timeline BMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,631 shares; 2025Q1: 28,035 shares; 2025Q2: 27,734 shares; 2025Q3: 27,673 shares; 2025Q4: 27,673 shares; 2026Q1: 35,156 shares; 2026Q2: 34,316 shares; 2026Q3: 33,650 shares 33,650 $1.99M 0.36% -666 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; 2024Q4: 3,919 shares; 2025Q1: 3,915 shares; 2025Q2: 3,655 shares; 2025Q3: 3,633 shares; 2025Q4: 3,750 shares; 2026Q1: 3,750 shares; 2026Q2: 22,487 shares; 2026Q3: 21,731 shares 21,731 $1.96M 0.36% -756 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,661 shares; 2025Q1: 7,001 shares; 2025Q2: 7,270 shares; 2025Q3: 7,733 shares; 2025Q4: 7,558 shares; 2026Q1: 7,647 shares; 2026Q2: 8,202 shares; 2026Q3: 7,457 shares 7,457 $1.95M 0.36% -745 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,380 shares; 2025Q1: 21,008 shares; 2025Q2: 29,808 shares; 2025Q3: 19,500 shares; 2025Q4: 12,249 shares; 2026Q1: 14,386 shares; 2026Q2: 30,808 shares; 2026Q3: 19,130 shares 19,130 $1.93M 0.35% -11,678 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 21,316 shares; 2026Q3: 21,569 shares 21,569 $1.91M 0.35% +253 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; 2024Q4: 2,739 shares; 2025Q1: 2,831 shares; 2025Q2: 2,935 shares; 2025Q3: 2,952 shares; 2025Q4: 2,633 shares; 2026Q1: 2,637 shares; 2026Q2: 2,604 shares; 2026Q3: 2,504 shares 2,504 $1.91M 0.35% -100 Timeline BFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,747 shares; 2025Q1: 16,448 shares; 2025Q2: 16,448 shares; 2025Q3: 16,368 shares; 2025Q4: 16,248 shares; 2026Q1: 35,345 shares; 2026Q2: 35,179 shares; 2026Q3: 34,533 shares 34,533 $1.87M 0.34% -646 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,422 shares; 2025Q1: 7,999 shares; 2025Q2: 7,865 shares; 2025Q3: 7,837 shares; 2025Q4: 7,524 shares; 2026Q1: 6,918 shares; 2026Q2: 6,849 shares; 2026Q3: 5,093 shares 5,093 $1.85M 0.34% -1,756 Timeline BMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,913 shares; 2025Q1: 10,894 shares; 2025Q2: 19,081 shares; 2025Q3: 19,036 shares; 2025Q4: 19,036 shares; 2026Q1: 19,010 shares; 2026Q2: 37,903 shares; 2026Q3: 37,691 shares 37,691 $1.83M 0.33% -212 Timeline DUSA DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,646 shares; 2025Q1: 22,709 shares; 2025Q2: 23,646 shares; 2025Q3: 24,265 shares; 2025Q4: 27,192 shares; 2026Q1: 29,543 shares; 2026Q2: 32,443 shares; 2026Q3: 33,297 shares 33,297 $1.82M 0.33% +854 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,857 shares; 2025Q1: 3,876 shares; 2025Q2: 3,747 shares; 2025Q3: 5,770 shares; 2025Q4: 5,598 shares; 2026Q1: 5,877 shares; 2026Q2: 5,808 shares; 2026Q3: 5,781 shares 5,781 $1.81M 0.33% -27 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 5,960 shares 5,960 $1.8M 0.33% new Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,379 shares; 2025Q1: 14,645 shares; 2025Q2: 13,952 shares; 2025Q3: 13,577 shares; 2025Q4: 13,276 shares; 2026Q1: 12,858 shares; 2026Q2: 12,620 shares; 2026Q3: 12,146 shares 12,146 $1.67M 0.3% -474 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,140 shares; 2025Q1: 19,285 shares; 2025Q2: 19,202 shares; 2025Q3: 19,205 shares; 2025Q4: 19,354 shares; 2026Q1: 18,471 shares; 2026Q2: 18,566 shares; 2026Q3: 18,601 shares 18,601 $1.59M 0.29% +35 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,333 shares; 2025Q1: 2,586 shares; 2025Q2: 2,640 shares; 2025Q3: 4,028 shares; 2025Q4: 4,023 shares; 2026Q1: 3,984 shares; 2026Q2: 4,128 shares; 2026Q3: 4,288 shares 4,288 $1.54M 0.28% +160 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,882 shares; 2025Q1: 3,675 shares; 2025Q2: 3,993 shares; 2025Q3: 17,833 shares; 2025Q4: 17,206 shares; 2026Q1: 17,354 shares; 2026Q2: 16,417 shares; 2026Q3: 16,185 shares 16,185 $1.52M 0.28% -232 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,253 shares; 2025Q1: 5,968 shares; 2025Q2: 5,917 shares; 2025Q3: 5,979 shares; 2025Q4: 5,811 shares; 2026Q1: 5,772 shares; 2026Q2: 5,861 shares; 2026Q3: 5,339 shares 5,339 $1.52M 0.28% -522 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,203 shares; 2025Q1: 7,166 shares; 2025Q2: 7,096 shares; 2025Q3: 7,097 shares; 2025Q4: 7,076 shares; 2026Q1: 7,083 shares; 2026Q2: 7,273 shares; 2026Q3: 7,308 shares 7,308 $1.52M 0.28% +35 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,211 shares; 2025Q4: 20,386 shares; 2026Q1: 20,982 shares; 2026Q2: 22,098 shares; 2026Q3: 22,155 shares 22,155 $1.49M 0.27% +57 Timeline BAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,213 shares; 2025Q1: 17,063 shares; 2025Q2: 17,063 shares; 2025Q3: 25,673 shares; 2025Q4: 25,666 shares; 2026Q1: 25,666 shares; 2026Q2: 25,589 shares; 2026Q3: 26,967 shares 26,967 $1.49M 0.27% +1,378 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,332 shares; 2025Q1: 15,487 shares; 2025Q2: 15,769 shares; 2025Q3: 15,939 shares; 2025Q4: 15,953 shares; 2026Q1: 14,875 shares; 2026Q2: 15,130 shares; 2026Q3: 14,277 shares 14,277 $1.49M 0.27% -853 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,907 shares; 2025Q1: 3,888 shares; 2025Q2: 3,932 shares; 2025Q3: 3,898 shares; 2025Q4: 4,782 shares; 2026Q1: 5,319 shares; 2026Q2: 5,291 shares; 2026Q3: 5,558 shares 5,558 $1.46M 0.27% +267 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,118 shares; 2025Q1: 9,658 shares; 2025Q2: 9,520 shares; 2025Q3: 9,493 shares; 2025Q4: 9,195 shares; 2026Q1: 8,807 shares; 2026Q2: 9,181 shares; 2026Q3: 9,021 shares 9,021 $1.45M 0.26% -160 Timeline BJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,082 shares; 2025Q1: 22,660 shares; 2025Q2: 22,510 shares; 2025Q3: 22,470 shares; 2025Q4: 25,427 shares; 2026Q1: 25,346 shares; 2026Q2: 25,161 shares; 2026Q3: 23,823 shares 23,823 $1.44M 0.26% -1,338 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,871 shares; 2026Q1: 25,454 shares; 2026Q2: 37,952 shares; 2026Q3: 38,488 shares 38,488 $1.41M 0.26% +536 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; 2024Q4: 1,659 shares; 2025Q1: 1,797 shares; 2025Q2: 1,853 shares; 2025Q3: 1,889 shares; 2025Q4: 1,859 shares; 2026Q1: 1,896 shares; 2026Q2: 1,872 shares; 2026Q3: 1,945 shares 1,945 $1.41M 0.26% +73 Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 39,355 shares; 2025Q1: 39,433 shares; 2025Q2: 40,469 shares; 2025Q3: 43,605 shares; 2025Q4: 42,604 shares; 2026Q1: 52,844 shares; 2026Q2: 52,703 shares; 2026Q3: 53,214 shares 53,214 $1.36M 0.25% +511 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 31,564 shares; 2025Q1: 32,661 shares; 2025Q2: 35,282 shares; 2025Q3: 45,324 shares; 2025Q4: 46,382 shares; 2026Q1: 47,201 shares; 2026Q2: 46,747 shares; 2026Q3: 47,741 shares 47,741 $1.36M 0.25% +994 Timeline IBMQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 43,248 shares; 2026Q1: 47,164 shares; 2026Q2: 49,307 shares; 2026Q3: 53,620 shares 53,620 $1.35M 0.25% +4,313 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 29,428 shares; 2025Q1: 28,923 shares; 2025Q2: 29,193 shares; 2025Q3: 30,616 shares; 2025Q4: 29,739 shares; 2026Q1: 29,898 shares; 2026Q2: 30,230 shares; 2026Q3: 30,388 shares 30,388 $1.34M 0.24% +158 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,733 shares; 2025Q1: 7,759 shares; 2025Q2: 7,757 shares; 2025Q3: 7,738 shares; 2025Q4: 7,763 shares; 2026Q1: 7,784 shares; 2026Q2: 7,769 shares; 2026Q3: 7,781 shares 7,781 $1.33M 0.24% +12 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,744 shares; 2025Q1: 10,746 shares; 2025Q2: 10,670 shares; 2025Q3: 10,670 shares; 2025Q4: 10,577 shares; 2026Q1: 10,577 shares; 2026Q2: 10,577 shares; 2026Q3: 10,577 shares 10,577 $1.3M 0.24% 0 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 40,782 shares; 2025Q1: 38,648 shares; 2025Q2: 38,148 shares; 2025Q3: 37,886 shares; 2025Q4: 36,907 shares; 2026Q1: 35,844 shares; 2026Q2: 35,924 shares; 2026Q3: 33,641 shares 33,641 $1.3M 0.24% -2,283 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; 2024Q4: 885 shares; 2025Q1: 865 shares; 2025Q2: 900 shares; 2025Q3: 1,389 shares; 2025Q4: 1,470 shares; 2026Q1: 1,434 shares; 2026Q2: 1,420 shares; 2026Q3: 1,367 shares 1,367 $1.3M 0.24% -53 Timeline BOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,073 shares; 2025Q1: 18,823 shares; 2025Q2: 18,823 shares; 2025Q3: 18,880 shares; 2025Q4: 23,011 shares; 2026Q1: 22,946 shares; 2026Q2: 22,899 shares; 2026Q3: 22,899 shares 22,899 $1.26M 0.23% 0 Timeline BAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,531 shares; 2025Q1: 9,531 shares; 2025Q2: 18,539 shares; 2025Q3: 18,503 shares; 2025Q4: 18,503 shares; 2026Q1: 18,948 shares; 2026Q2: 22,894 shares; 2026Q3: 22,861 shares 22,861 $1.25M 0.23% -33 Timeline BDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,710 shares; 2025Q1: 11,710 shares; 2025Q2: 11,640 shares; 2025Q3: 11,236 shares; 2025Q4: 16,528 shares; 2026Q1: 22,725 shares; 2026Q2: 22,044 shares; 2026Q3: 22,032 shares 22,032 $1.2M 0.22% -12 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,545 shares; 2025Q1: 15,590 shares; 2025Q2: 15,626 shares; 2025Q3: 16,415 shares; 2025Q4: 14,981 shares; 2026Q1: 15,085 shares; 2026Q2: 14,912 shares; 2026Q3: 15,008 shares 15,008 $1.2M 0.22% +96 Timeline IBMP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 27,207 shares; 2025Q1: 30,650 shares; 2025Q2: 30,769 shares; 2025Q3: 35,176 shares; 2025Q4: 35,770 shares; 2026Q1: 40,272 shares; 2026Q2: 42,353 shares; 2026Q3: 46,952 shares 46,952 $1.19M 0.22% +4,599 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; 2024Q4: 15,133 shares; 2025Q1: 14,089 shares; 2025Q2: 14,700 shares; 2025Q3: 22,901 shares; 2025Q4: 19,229 shares; 2026Q1: 22,872 shares; 2026Q2: 24,896 shares; 2026Q3: 25,413 shares 25,413 $1.17M 0.21% +517 Timeline UMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 29,938 shares; 2026Q3: 29,764 shares 29,764 $1.15M 0.21% -174 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,556 shares; 2025Q1: 13,682 shares; 2025Q2: 13,678 shares; 2025Q3: 13,973 shares; 2025Q4: 14,203 shares; 2026Q1: 15,049 shares; 2026Q2: 14,724 shares; 2026Q3: 15,027 shares 15,027 $1.14M 0.21% +303 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,845 shares; 2025Q1: 9,938 shares; 2025Q2: 10,065 shares; 2025Q3: 10,265 shares; 2025Q4: 10,483 shares; 2026Q1: 10,867 shares; 2026Q2: 10,431 shares; 2026Q3: 10,883 shares 10,883 $1.13M 0.21% +452 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,564 shares; 2025Q1: 3,237 shares; 2025Q2: 3,283 shares; 2025Q3: 3,750 shares; 2025Q4: 3,788 shares; 2026Q1: 3,718 shares; 2026Q2: 3,482 shares; 2026Q3: 3,206 shares 3,206 $1.13M 0.2% -276 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,478 shares; 2025Q1: 6,610 shares; 2025Q2: 6,627 shares; 2025Q3: 6,761 shares; 2025Q4: 6,542 shares; 2026Q1: 7,900 shares; 2026Q2: 7,596 shares; 2026Q3: 7,636 shares 7,636 $1.09M 0.2% +40 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 60,091 shares; 2025Q1: 57,305 shares; 2025Q2: 56,668 shares; 2025Q3: 57,900 shares; 2025Q4: 57,069 shares; 2026Q1: 55,671 shares; 2026Q2: 56,382 shares; 2026Q3: 56,553 shares 56,553 $1.08M 0.2% +171 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; 2024Q4: 14,663 shares; 2025Q1: 14,700 shares; 2025Q2: 15,194 shares; 2025Q3: 18,730 shares; 2025Q4: 19,032 shares; 2026Q1: 19,153 shares; 2026Q2: 19,267 shares; 2026Q3: 19,463 shares 19,463 $1.06M 0.19% +196 Timeline UFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,609 shares; 2026Q2: 26,454 shares; 2026Q3: 26,454 shares 26,454 $1.05M 0.19% 0 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,076 shares; 2025Q1: 7,711 shares; 2025Q2: 13,305 shares; 2025Q3: 13,303 shares; 2025Q4: 12,720 shares; 2026Q1: 12,277 shares; 2026Q2: 11,893 shares; 2026Q3: 7,521 shares 7,521 $974K 0.18% -4,372 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,574 shares; 2025Q1: 5,636 shares; 2025Q2: 5,001 shares; 2025Q3: 5,317 shares; 2025Q4: 4,928 shares; 2026Q1: 4,969 shares; 2026Q2: 4,858 shares; 2026Q3: 4,193 shares 4,193 $968K 0.18% -665 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 4,485 shares 4,485 $946K 0.17% new Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,344 shares; 2025Q1: 1,368 shares; 2025Q2: 1,377 shares; 2025Q3: 1,739 shares; 2025Q4: 1,754 shares; 2026Q1: 1,705 shares; 2026Q2: 1,656 shares; 2026Q3: 1,685 shares 1,685 $929K 0.17% +29 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; 2024Q4: 746 shares; 2025Q1: 739 shares; 2025Q2: 876 shares; 2025Q3: 1,366 shares; 2025Q4: 1,406 shares; 2026Q1: 1,285 shares; 2026Q2: 1,237 shares; 2026Q3: 1,242 shares 1,242 $919K 0.17% +5 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,553 shares; 2025Q1: 13,906 shares; 2025Q2: 12,663 shares; 2025Q3: 4,927 shares; 2025Q4: 3,870 shares; 2026Q1: 3,619 shares; 2026Q2: 3,496 shares; 2026Q3: 3,458 shares 3,458 $916K 0.17% -38 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,823 shares; 2025Q1: 9,749 shares; 2025Q2: 10,539 shares; 2025Q3: 10,569 shares; 2025Q4: 10,384 shares; 2026Q1: 9,896 shares; 2026Q2: 10,437 shares; 2026Q3: 5,778 shares 5,778 $911K 0.17% -4,659 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,052 shares; 2025Q1: 6,291 shares; 2025Q2: 8,737 shares; 2025Q3: 14,782 shares; 2025Q4: 16,322 shares; 2026Q1: 2,811 shares; 2026Q2: 2,730 shares; 2026Q3: 2,377 shares 2,377 $908K 0.17% -353 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,552 shares; 2025Q1: 1,538 shares; 2025Q2: 1,469 shares; 2025Q3: 4,946 shares; 2025Q4: 6,776 shares; 2026Q1: 8,900 shares; 2026Q2: 8,392 shares; 2026Q3: 4,944 shares 4,944 $907K 0.17% -3,448 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; 2024Q4: 10,900 shares; 2025Q1: 15,186 shares; 2025Q2: 13,319 shares; 2025Q3: 17,322 shares; 2025Q4: 16,526 shares; 2026Q1: 11,396 shares; 2026Q2: 11,471 shares; 2026Q3: 11,454 shares 11,454 $895K 0.16% -17 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,206 shares; 2025Q1: 3,218 shares; 2025Q2: 3,226 shares; 2025Q3: 3,658 shares; 2025Q4: 3,666 shares; 2026Q1: 3,627 shares; 2026Q2: 3,387 shares; 2026Q3: 3,386 shares 3,386 $860K 0.16% -1 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,637 shares; 2025Q1: 13,659 shares; 2025Q2: 14,657 shares; 2025Q3: 14,705 shares; 2025Q4: 14,141 shares; 2026Q1: 14,008 shares; 2026Q2: 14,000 shares; 2026Q3: 13,999 shares 13,999 $856K 0.16% -1 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,011 shares; 2025Q1: 5,988 shares; 2025Q2: 6,040 shares; 2025Q3: 6,819 shares; 2025Q4: 6,969 shares; 2026Q1: 7,154 shares; 2026Q2: 7,442 shares; 2026Q3: 7,127 shares 7,127 $813K 0.15% -315 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; 2024Q4: 14,281 shares; 2025Q1: 13,558 shares; 2025Q2: 7,937 shares; 2025Q3: 9,135 shares; 2025Q4: 12,036 shares; 2026Q1: 12,832 shares; 2026Q2: 12,833 shares; 2026Q3: 12,932 shares 12,932 $807K 0.15% +99 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; 2024Q4: 23,610 shares; 2025Q1: 23,610 shares; 2025Q2: 23,610 shares; 2025Q3: 23,610 shares; 2025Q4: 23,610 shares; 2026Q1: 23,971 shares; 2026Q2: 23,971 shares; 2026Q3: 23,971 shares 23,971 $798K 0.15% 0 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,196 shares; 2025Q1: 5,173 shares; 2025Q2: 5,237 shares; 2025Q3: 5,263 shares; 2025Q4: 5,395 shares; 2026Q1: 5,445 shares; 2026Q2: 5,360 shares; 2026Q3: 5,493 shares 5,493 $798K 0.15% +133 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,236 shares; 2025Q1: 2,221 shares; 2025Q2: 1,937 shares; 2025Q3: 1,377 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 11,301 shares 11,301 $789K 0.14% new Timeline UDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,822 shares; 2026Q1: 18,838 shares; 2026Q2: 18,165 shares; 2026Q3: 18,165 shares 18,165 $778K 0.14% 0 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 747 shares; 2025Q4: 764 shares; 2026Q1: 816 shares; 2026Q2: 804 shares; 2026Q3: 812 shares 812 $776K 0.14% +8 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,575 shares; 2025Q1: 5,388 shares; 2025Q2: 6,073 shares; 2025Q3: 6,694 shares; 2025Q4: 10,613 shares; 2026Q1: 11,792 shares; 2026Q2: 10,387 shares; 2026Q3: 2,432 shares 2,432 $772K 0.14% -7,955 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,804 shares; 2025Q4: 3,796 shares; 2026Q1: 3,822 shares; 2026Q2: 3,813 shares; 2026Q3: 3,783 shares 3,783 $771K 0.14% -30 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,950 shares; 2025Q1: 12,710 shares; 2025Q2: 12,894 shares; 2025Q3: 14,673 shares; 2025Q4: 15,034 shares; 2026Q1: 15,804 shares; 2026Q2: 16,200 shares; 2026Q3: 16,562 shares 16,562 $770K 0.14% +362 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,932 shares; 2025Q4: 4,955 shares; 2026Q1: 4,991 shares; 2026Q2: 5,023 shares; 2026Q3: 5,005 shares 5,005 $770K 0.14% -18 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 20,078 shares 20,078 $711K 0.13% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,046 shares; 2026Q2: 1,049 shares; 2026Q3: 1,160 shares 1,160 $710K 0.13% +111 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,210 shares; 2025Q1: 3,342 shares; 2025Q2: 3,350 shares; 2025Q3: 3,462 shares; 2025Q4: 3,573 shares; 2026Q1: 3,669 shares; 2026Q2: 3,747 shares; 2026Q3: 3,810 shares 3,810 $707K 0.13% +63 Timeline UNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,087 shares; 2026Q1: 17,087 shares; 2026Q2: 17,036 shares; 2026Q3: 17,036 shares 17,036 $704K 0.13% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,874 shares; 2025Q3: 2,566 shares; 2025Q4: 4,971 shares; 2026Q1: 5,495 shares; 2026Q2: 5,875 shares; 2026Q3: 6,995 shares 6,995 $682K 0.12% +1,120 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 819 shares; 2025Q1: 840 shares; 2025Q2: 832 shares; 2025Q3: 935 shares; 2025Q4: 946 shares; 2026Q1: 969 shares; 2026Q2: 986 shares; 2026Q3: 998 shares 998 $670K 0.12% +12 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; 2024Q4: 18,531 shares; 2025Q1: 16,651 shares; 2025Q2: 15,679 shares; 2025Q3: 26,367 shares; 2025Q4: 25,571 shares; 2026Q1: 26,778 shares; 2026Q2: 26,040 shares; 2026Q3: 27,120 shares 27,120 $662K 0.12% +1,080 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 9,293 shares; 2025Q2: 9,312 shares; 2025Q3: 3,962 shares; 2025Q4: 3,962 shares; 2026Q1: 4,208 shares; 2026Q2: 4,199 shares; 2026Q3: 4,469 shares 4,469 $661K 0.12% +270 Timeline IMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,772 shares; 2026Q3: 20,603 shares 20,603 $657K 0.12% -169 Timeline USEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,537 shares; 2025Q4: 9,481 shares; 2026Q1: 9,481 shares; 2026Q2: 9,430 shares; 2026Q3: 15,567 shares 15,567 $654K 0.12% +6,137 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,041 shares; 2025Q1: 7,041 shares; 2025Q2: 7,041 shares; 2025Q3: 7,041 shares; 2025Q4: 7,041 shares; 2026Q1: 7,041 shares; 2026Q2: 7,095 shares; 2026Q3: 7,170 shares 7,170 $653K 0.12% +75 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,379 shares; 2025Q1: 1,530 shares; 2025Q2: 1,784 shares; 2025Q3: 1,994 shares; 2025Q4: 2,068 shares; 2026Q1: 2,128 shares; 2026Q2: 2,078 shares; 2026Q3: 1,840 shares 1,840 $653K 0.12% -238 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,746 shares; 2025Q1: 13,495 shares; 2025Q2: 13,610 shares; 2025Q3: 4,844 shares; 2025Q4: 5,040 shares; 2026Q1: 4,978 shares; 2026Q2: 4,814 shares; 2026Q3: 5,080 shares 5,080 $644K 0.12% +266 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,780 shares; 2025Q1: 3,783 shares; 2025Q2: 3,809 shares; 2025Q3: 3,869 shares; 2025Q4: 3,740 shares; 2026Q1: 3,863 shares; 2026Q2: 3,950 shares; 2026Q3: 3,770 shares 3,770 $629K 0.11% -180 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,991 shares; 2025Q1: 3,026 shares; 2025Q2: 3,072 shares; 2025Q3: 3,694 shares; 2025Q4: 3,702 shares; 2026Q1: 3,866 shares; 2026Q2: 3,677 shares; 2026Q3: 3,367 shares 3,367 $626K 0.11% -310 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,568 shares; 2025Q3: 9,861 shares; 2025Q4: 10,390 shares; 2026Q1: 11,810 shares; 2026Q2: 11,628 shares; 2026Q3: 11,470 shares 11,470 $624K 0.11% -158 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 2,328 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,176 shares; 2026Q1: 4,050 shares; 2026Q2: 7,267 shares; 2026Q3: 7,229 shares 7,229 $624K 0.11% -38 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,697 shares; 2025Q1: 13,846 shares; 2025Q2: 13,361 shares; 2025Q3: 13,219 shares; 2025Q4: 13,190 shares; 2026Q1: 12,742 shares; 2026Q2: 12,741 shares; 2026Q3: 12,407 shares 12,407 $623K 0.11% -334 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,488 shares; 2025Q1: 7,535 shares; 2025Q2: 7,658 shares; 2025Q3: 7,575 shares; 2025Q4: 7,975 shares; 2026Q1: 6,190 shares; 2026Q2: 6,896 shares; 2026Q3: 7,859 shares 7,859 $596K 0.11% +963 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 645 shares; 2025Q1: 638 shares; 2025Q2: 619 shares; 2025Q3: 629 shares; 2025Q4: 637 shares; 2026Q1: 665 shares; 2026Q2: 662 shares; 2026Q3: 652 shares 652 $593K 0.11% -10 Timeline UAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,643 shares; 2025Q4: 10,584 shares; 2026Q1: 10,584 shares; 2026Q2: 10,533 shares; 2026Q3: 13,755 shares 13,755 $591K 0.11% +3,222 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; 2024Q4: not reported; 2025Q1: 2,876 shares; 2025Q2: 2,596 shares; 2025Q3: 1,593 shares; 2025Q4: 1,498 shares; 2026Q1: 1,533 shares; 2026Q2: 1,573 shares; 2026Q3: 1,798 shares 1,798 $591K 0.11% +225 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,698 shares; 2025Q1: 10,067 shares; 2025Q2: 9,160 shares; 2025Q3: 9,214 shares; 2025Q4: 8,495 shares; 2026Q1: 8,499 shares; 2026Q2: 6,697 shares; 2026Q3: 6,725 shares 6,725 $579K 0.11% +28 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; 2024Q4: 3,737 shares; 2025Q1: 3,729 shares; 2025Q2: 3,703 shares; 2025Q3: 3,727 shares; 2025Q4: 3,793 shares; 2026Q1: 5,086 shares; 2026Q2: 5,508 shares; 2026Q3: 5,511 shares 5,511 $578K 0.11% +3 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; 2024Q4: 16,052 shares; 2025Q1: 16,052 shares; 2025Q2: 16,052 shares; 2025Q3: 16,052 shares; 2025Q4: 16,052 shares; 2026Q1: 16,052 shares; 2026Q2: 16,052 shares; 2026Q3: 16,052 shares 16,052 $577K 0.1% 0 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,018 shares; 2025Q1: 12,414 shares; 2025Q2: 14,122 shares; 2025Q3: 14,209 shares; 2025Q4: 9,837 shares; 2026Q1: 11,859 shares; 2026Q2: 18,830 shares; 2026Q3: 7,099 shares 7,099 $575K 0.1% -11,731 Timeline UAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,519 shares; 2025Q3: 10,471 shares; 2025Q4: 9,142 shares; 2026Q1: 9,142 shares; 2026Q2: 15,865 shares; 2026Q3: 15,750 shares 15,750 $565K 0.1% -115 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,277 shares; 2025Q1: 9,333 shares; 2025Q2: 9,482 shares; 2025Q3: 9,777 shares; 2025Q4: 10,304 shares; 2026Q1: 13,190 shares; 2026Q2: 14,278 shares; 2026Q3: 13,583 shares 13,583 $560K 0.1% -695 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,019 shares; 2025Q1: 4,004 shares; 2025Q2: 4,156 shares; 2025Q3: 4,049 shares; 2025Q4: 3,532 shares; 2026Q1: 3,512 shares; 2026Q2: 3,526 shares; 2026Q3: 3,523 shares 3,523 $552K 0.1% -3 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,528 shares; 2025Q1: 11,528 shares; 2025Q2: 11,408 shares; 2025Q3: 11,408 shares; 2025Q4: 11,408 shares; 2026Q1: 11,333 shares; 2026Q2: 11,333 shares; 2026Q3: 11,046 shares 11,046 $549K 0.1% -287 Timeline AMCR AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,332 shares; 2026Q2: 12,570 shares; 2026Q3: 13,047 shares 13,047 $546K 0.1% +477 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 994 shares; 2025Q1: 1,003 shares; 2025Q2: 1,015 shares; 2025Q3: 1,224 shares; 2025Q4: 1,206 shares; 2026Q1: 1,225 shares; 2026Q2: 1,216 shares; 2026Q3: 1,218 shares 1,218 $543K 0.1% +2 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,850 shares; 2025Q1: 2,892 shares; 2025Q2: 3,114 shares; 2025Q3: 4,303 shares; 2025Q4: 4,155 shares; 2026Q1: 4,221 shares; 2026Q2: 4,082 shares; 2026Q3: 4,154 shares 4,154 $538K 0.1% +72 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 258 shares; 2026Q2: 267 shares; 2026Q3: 293 shares 293 $531K 0.1% +26 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,941 shares; 2025Q1: 4,180 shares; 2025Q2: 4,132 shares; 2025Q3: 4,132 shares; 2025Q4: 3,891 shares; 2026Q1: 3,942 shares; 2026Q2: 3,942 shares; 2026Q3: 3,893 shares 3,893 $530K 0.1% -49 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 985 shares; 2025Q1: 945 shares; 2025Q2: 902 shares; 2025Q3: 1,338 shares; 2025Q4: 1,345 shares; 2026Q1: 1,299 shares; 2026Q2: 1,431 shares; 2026Q3: 1,429 shares 1,429 $524K 0.1% -2 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; 2024Q4: 1,198 shares; 2025Q1: 1,198 shares; 2025Q2: 1,120 shares; 2025Q3: 1,120 shares; 2025Q4: 1,120 shares; 2026Q1: 1,120 shares; 2026Q2: 1,120 shares; 2026Q3: 1,368 shares 1,368 $521K 0.09% +248 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,824 shares; 2025Q1: 1,823 shares; 2025Q2: 2,359 shares; 2025Q3: 2,422 shares; 2025Q4: 2,583 shares; 2026Q1: 2,692 shares; 2026Q2: 2,295 shares; 2026Q3: 2,332 shares 2,332 $518K 0.09% +37 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,087 shares; 2025Q3: 3,221 shares; 2025Q4: 3,211 shares; 2026Q1: 2,779 shares; 2026Q2: 2,511 shares; 2026Q3: 6,098 shares 6,098 $514K 0.09% +3,587 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,794 shares; 2025Q1: 2,038 shares; 2025Q2: 2,125 shares; 2025Q3: 2,365 shares; 2025Q4: 2,317 shares; 2026Q1: 1,937 shares; 2026Q2: 1,933 shares; 2026Q3: 1,206 shares 1,206 $508K 0.09% -727 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,979 shares; 2025Q1: 5,007 shares; 2025Q2: 4,953 shares; 2025Q3: 5,034 shares; 2025Q4: 5,048 shares; 2026Q1: 5,344 shares; 2026Q2: 5,199 shares; 2026Q3: 5,266 shares 5,266 $501K 0.09% +67 Timeline ONB OLD NATL BANCORP IND More: the full row for OLD NATL BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,292 shares; 2025Q1: 20,312 shares; 2025Q2: 20,292 shares; 2025Q3: 20,292 shares; 2025Q4: 20,302 shares; 2026Q1: 20,293 shares; 2026Q2: 20,292 shares; 2026Q3: 20,292 shares 20,292 $500K 0.09% 0 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,905 shares; 2025Q3: 6,918 shares; 2025Q4: 7,385 shares; 2026Q1: 10,064 shares; 2026Q2: 11,132 shares; 2026Q3: 11,300 shares 11,300 $490K 0.09% +168 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,691 shares; 2025Q4: 12,156 shares; 2026Q1: 12,025 shares; 2026Q2: 12,022 shares; 2026Q3: 12,022 shares 12,022 $484K 0.09% 0 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,652 shares; 2025Q1: 10,652 shares; 2025Q2: 9,404 shares; 2025Q3: 9,404 shares; 2025Q4: 10,021 shares; 2026Q1: 10,200 shares; 2026Q2: 10,893 shares; 2026Q3: 12,156 shares 12,156 $484K 0.09% +1,263 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,129 shares; 2025Q3: 1,219 shares; 2025Q4: 1,110 shares; 2026Q1: 929 shares; 2026Q2: 858 shares; 2026Q3: 940 shares 940 $481K 0.09% +82 Timeline UJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,601 shares; 2026Q3: 11,519 shares 11,519 $477K 0.09% +5,918 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,520 shares; 2025Q1: 2,001 shares; 2025Q2: 1,738 shares; 2025Q3: 1,532 shares; 2025Q4: 1,585 shares; 2026Q1: 1,492 shares; 2026Q2: 1,500 shares; 2026Q3: 1,698 shares 1,698 $470K 0.09% +198 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,128 shares; 2025Q1: 2,391 shares; 2025Q2: 2,268 shares; 2025Q3: 3,195 shares; 2025Q4: 3,513 shares; 2026Q1: 3,282 shares; 2026Q2: 3,410 shares; 2026Q3: 3,444 shares 3,444 $447K 0.08% +34 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,852 shares; 2026Q2: 13,390 shares; 2026Q3: 5,183 shares 5,183 $443K 0.08% -8,207 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,829 shares; 2025Q1: 4,668 shares; 2025Q2: 4,632 shares; 2025Q3: 5,555 shares; 2025Q4: 5,574 shares; 2026Q1: 5,624 shares; 2026Q2: 5,700 shares; 2026Q3: 5,754 shares 5,754 $443K 0.08% +54 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,791 shares; 2025Q1: 1,943 shares; 2025Q2: 1,953 shares; 2025Q3: 2,088 shares; 2025Q4: 2,077 shares; 2026Q1: 2,080 shares; 2026Q2: 2,101 shares; 2026Q3: 1,939 shares 1,939 $442K 0.08% -162 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,253 shares; 2026Q1: 6,193 shares; 2026Q2: 6,318 shares; 2026Q3: 7,169 shares 7,169 $435K 0.08% +851 Timeline BJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 255,191 shares; 2025Q1: 253,585 shares; 2025Q2: 254,782 shares; 2025Q3: 254,433 shares; 2025Q4: 7,351 shares; 2026Q1: 7,351 shares; 2026Q2: 8,441 shares; 2026Q3: 8,630 shares 8,630 $429K 0.08% +189 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,313 shares; 2025Q1: 5,352 shares; 2025Q2: 5,299 shares; 2025Q3: 4,879 shares; 2025Q4: 4,778 shares; 2026Q1: 4,614 shares; 2026Q2: 4,237 shares; 2026Q3: 4,296 shares 4,296 $425K 0.08% +59 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 3,391 shares; 2025Q2: 3,504 shares; 2025Q3: 4,692 shares; 2025Q4: 4,833 shares; 2026Q1: 4,789 shares; 2026Q2: 4,874 shares; 2026Q3: 4,904 shares 4,904 $420K 0.08% +30 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,352 shares; 2026Q3: 15,209 shares 15,209 $409K 0.07% +4,857 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; 2024Q4: 7,641 shares; 2025Q1: 7,639 shares; 2025Q2: 7,639 shares; 2025Q3: 7,639 shares; 2025Q4: 7,891 shares; 2026Q1: 7,891 shares; 2026Q2: 7,891 shares; 2026Q3: 7,891 shares 7,891 $408K 0.07% 0 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,778 shares; 2025Q1: 8,725 shares; 2025Q2: 8,939 shares; 2025Q3: 9,975 shares; 2025Q4: 9,955 shares; 2026Q1: 10,012 shares; 2026Q2: 10,057 shares; 2026Q3: 9,985 shares 9,985 $403K 0.07% -72 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,048 shares; 2025Q1: 7,171 shares; 2025Q2: 7,288 shares; 2025Q3: 7,556 shares; 2025Q4: 7,896 shares; 2026Q1: 8,125 shares; 2026Q2: 8,383 shares; 2026Q3: 6,976 shares 6,976 $403K 0.07% -1,407 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,770 shares; 2025Q3: 1,796 shares; 2025Q4: 1,846 shares; 2026Q1: 2,209 shares; 2026Q2: 1,951 shares; 2026Q3: 2,152 shares 2,152 $403K 0.07% +201 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,322 shares; 2026Q2: 2,409 shares; 2026Q3: 2,440 shares 2,440 $399K 0.07% +31 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,471 shares; 2025Q1: 2,403 shares; 2025Q2: 2,418 shares; 2025Q3: 2,430 shares; 2025Q4: 2,441 shares; 2026Q1: 2,425 shares; 2026Q2: 2,404 shares; 2026Q3: 2,415 shares 2,415 $396K 0.07% +11 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,901 shares; 2025Q1: 2,917 shares; 2025Q2: 2,930 shares; 2025Q3: 3,565 shares; 2025Q4: 3,433 shares; 2026Q1: 3,314 shares; 2026Q2: 3,290 shares; 2026Q3: 3,356 shares 3,356 $376K 0.07% +66 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,448 shares; 2025Q1: 1,448 shares; 2025Q2: 1,448 shares; 2025Q3: 1,448 shares; 2025Q4: 1,448 shares; 2026Q1: 1,706 shares; 2026Q2: 1,706 shares; 2026Q3: 1,706 shares 1,706 $369K 0.07% 0 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,309 shares 2,309 $358K 0.07% new Timeline NTSK NETSKOPE INC More: the full row for NETSKOPE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 24,200 shares; 2026Q3: 20,200 shares 20,200 $352K 0.06% -4,000 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,198 shares; 2025Q1: 2,186 shares; 2025Q2: 2,207 shares; 2025Q3: 2,207 shares; 2025Q4: 2,210 shares; 2026Q1: 2,216 shares; 2026Q2: 2,209 shares; 2026Q3: 2,209 shares 2,209 $352K 0.06% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 634 shares; 2026Q3: 651 shares 651 $350K 0.06% +17 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 910 shares; 2026Q3: 1,440 shares 1,440 $333K 0.06% +530 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,921 shares; 2025Q1: 3,021 shares; 2025Q2: 3,062 shares; 2025Q3: 3,144 shares; 2025Q4: 3,243 shares; 2026Q1: 3,341 shares; 2026Q2: 3,364 shares; 2026Q3: 3,388 shares 3,388 $331K 0.06% +24 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,733 shares; 2026Q2: 7,260 shares; 2026Q3: 9,979 shares 9,979 $328K 0.06% +2,719 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,406 shares; 2025Q1: 7,406 shares; 2025Q2: 5,656 shares; 2025Q3: 5,656 shares; 2025Q4: 5,656 shares; 2026Q1: 5,656 shares; 2026Q2: 5,656 shares; 2026Q3: 5,656 shares 5,656 $311K 0.06% 0 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,404 shares; 2025Q4: 1,529 shares; 2026Q1: 1,529 shares; 2026Q2: 1,525 shares; 2026Q3: 1,527 shares 1,527 $308K 0.06% +2 Timeline IMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 11,217 shares; 2025Q2: 10,834 shares; 2025Q3: 10,834 shares; 2025Q4: 10,834 shares; 2026Q1: 10,271 shares; 2026Q2: 10,086 shares; 2026Q3: 10,086 shares 10,086 $308K 0.06% 0 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,971 shares; 2025Q1: 1,961 shares; 2025Q2: 2,013 shares; 2025Q3: 3,014 shares; 2025Q4: 3,267 shares; 2026Q1: 3,254 shares; 2026Q2: 2,991 shares; 2026Q3: 2,998 shares 2,998 $304K 0.06% +7 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,865 shares; 2025Q1: 1,865 shares; 2025Q2: 1,849 shares; 2025Q3: 1,849 shares; 2025Q4: 1,849 shares; 2026Q1: 1,908 shares; 2026Q2: 2,040 shares; 2026Q3: 1,802 shares 1,802 $300K 0.05% -238 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,490 shares; 2025Q1: 2,444 shares; 2025Q2: 2,457 shares; 2025Q3: 2,042 shares; 2025Q4: 1,996 shares; 2026Q1: 2,085 shares; 2026Q2: 2,026 shares; 2026Q3: 1,971 shares 1,971 $292K 0.05% -55 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,400 shares; 2025Q1: 14,400 shares; 2025Q2: 12,000 shares; 2025Q3: 13,538 shares; 2025Q4: 13,538 shares; 2026Q1: 13,538 shares; 2026Q2: 14,000 shares; 2026Q3: 14,000 shares 14,000 $285K 0.05% 0 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,502 shares; 2025Q1: 22,456 shares; 2025Q2: 44,594 shares; 2025Q3: 44,705 shares; 2025Q4: 43,629 shares; 2026Q1: 42,649 shares; 2026Q2: 42,601 shares; 2026Q3: 5,615 shares 5,615 $278K 0.05% -36,986 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 2,530 shares; 2025Q2: 2,752 shares; 2025Q3: 2,752 shares; 2025Q4: 2,354 shares; 2026Q1: 2,354 shares; 2026Q2: 2,354 shares; 2026Q3: 2,588 shares 2,588 $276K 0.05% +234 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,127 shares; 2025Q1: 1,121 shares; 2025Q2: 1,112 shares; 2025Q3: not reported; 2025Q4: 1,665 shares; 2026Q1: not reported; 2026Q2: 994 shares; 2026Q3: 966 shares 966 $271K 0.05% -28 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 460 shares; 2025Q1: 399 shares; 2025Q2: 390 shares; 2025Q3: 340 shares; 2025Q4: 3,460 shares; 2026Q1: 4,030 shares; 2026Q2: 2,900 shares; 2026Q3: 3,864 shares 3,864 $269K 0.05% +964 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 4,194 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,193 shares; 2026Q2: 4,140 shares; 2026Q3: 4,140 shares 4,140 $268K 0.05% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,442 shares; 2025Q3: 1,487 shares; 2025Q4: 1,561 shares; 2026Q1: not reported; 2026Q2: 1,393 shares; 2026Q3: 1,421 shares 1,421 $262K 0.05% +28 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 964 shares; 2025Q1: 921 shares; 2025Q2: 934 shares; 2025Q3: 936 shares; 2025Q4: 781 shares; 2026Q1: 772 shares; 2026Q2: 934 shares; 2026Q3: 941 shares 941 $258K 0.05% +7 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,932 shares; 2025Q1: 3,932 shares; 2025Q2: 3,904 shares; 2025Q3: 3,904 shares; 2025Q4: 3,884 shares; 2026Q1: 3,837 shares; 2026Q2: 3,482 shares; 2026Q3: 3,432 shares 3,432 $254K 0.05% -50 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,081 shares; 2025Q1: 3,065 shares; 2025Q2: 3,064 shares; 2025Q3: 3,062 shares; 2025Q4: 3,009 shares; 2026Q1: 2,822 shares; 2026Q2: 2,606 shares; 2026Q3: 2,606 shares 2,606 $254K 0.05% 0 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,637 shares; 2025Q1: 5,703 shares; 2025Q2: 5,780 shares; 2025Q3: 6,510 shares; 2025Q4: 6,294 shares; 2026Q1: 5,049 shares; 2026Q2: 3,590 shares; 2026Q3: 3,595 shares 3,595 $253K 0.05% +5 Timeline UJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,115 shares; 2026Q3: 6,467 shares 6,467 $253K 0.05% +352 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; 2024Q4: 659 shares; 2025Q1: not reported; 2025Q2: 813 shares; 2025Q3: 909 shares; 2025Q4: 776 shares; 2026Q1: 809 shares; 2026Q2: 830 shares; 2026Q3: 588 shares 588 $253K 0.05% -242 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 776 shares; 2025Q3: 780 shares; 2025Q4: 808 shares; 2026Q1: 797 shares; 2026Q2: 816 shares; 2026Q3: 824 shares 824 $251K 0.05% +8 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,602 shares; 2025Q1: 8,082 shares; 2025Q2: 7,833 shares; 2025Q3: 11,715 shares; 2025Q4: 12,657 shares; 2026Q1: 12,997 shares; 2026Q2: 11,758 shares; 2026Q3: 11,511 shares 11,511 $250K 0.05% -247 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,055 shares; 2026Q3: 2,236 shares 2,236 $250K 0.05% +181 Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,147 shares; 2025Q4: 1,147 shares; 2026Q1: 1,161 shares; 2026Q2: 1,164 shares; 2026Q3: 1,164 shares 1,164 $249K 0.05% 0 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 731 shares; 2025Q3: 740 shares; 2025Q4: 747 shares; 2026Q1: 753 shares; 2026Q2: 751 shares; 2026Q3: 747 shares 747 $248K 0.05% -4 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,665 shares; 2026Q2: 10,918 shares; 2026Q3: 11,151 shares 11,151 $248K 0.05% +233 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,120 shares; 2025Q3: 1,097 shares; 2025Q4: 1,154 shares; 2026Q1: 1,253 shares; 2026Q2: 1,249 shares; 2026Q3: 1,265 shares 1,265 $244K 0.04% +16 Timeline UOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,904 shares; 2026Q1: 5,740 shares; 2026Q2: 5,679 shares; 2026Q3: 5,679 shares 5,679 $241K 0.04% 0 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,601 shares; 2026Q3: 1,614 shares 1,614 $240K 0.04% +13 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 887 shares 887 $235K 0.04% new Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,143 shares 1,143 $233K 0.04% new Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,004 shares; 2025Q4: 3,004 shares; 2026Q1: 3,004 shares; 2026Q2: 3,004 shares; 2026Q3: 3,004 shares 3,004 $233K 0.04% 0 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; 2024Q4: 593 shares; 2025Q1: 597 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 375 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 341 shares 341 $230K 0.04% new Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,916 shares; 2025Q1: 6,098 shares; 2025Q2: 6,441 shares; 2025Q3: 8,064 shares; 2025Q4: 8,636 shares; 2026Q1: 8,954 shares; 2026Q2: 4,836 shares; 2026Q3: 4,833 shares 4,833 $224K 0.04% -3 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,454 shares 1,454 $219K 0.04% new Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,523 shares 3,523 $217K 0.04% new Timeline IJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 283,804 shares; 2025Q1: 54,173 shares; 2025Q2: 54,216 shares; 2025Q3: 57,418 shares; 2025Q4: 57,087 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 5,896 shares 5,896 $213K 0.04% new Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,620 shares; 2025Q4: 1,697 shares; 2026Q1: 1,733 shares; 2026Q2: 1,628 shares; 2026Q3: 1,597 shares 1,597 $211K 0.04% -31 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 296 shares; 2026Q3: 297 shares 297 $208K 0.04% +1 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,423 shares 2,423 $207K 0.04% new Timeline ZAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,650 shares; 2026Q3: 7,617 shares 7,617 $206K 0.04% -33 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 3,178 shares; 2025Q2: 3,085 shares; 2025Q3: 3,091 shares; 2025Q4: 3,034 shares; 2026Q1: not reported; 2026Q2: 3,063 shares; 2026Q3: 3,039 shares 3,039 $205K 0.04% -24 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 238 shares; 2026Q3: 222 shares 222 $205K 0.04% -16 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,916 shares; 2025Q1: 1,720 shares; 2025Q2: 1,800 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,258 shares; 2026Q2: 1,248 shares; 2026Q3: 1,074 shares 1,074 $202K 0.04% -174 Timeline DOL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,699 shares; 2026Q3: 2,699 shares 2,699 $201K 0.04% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,030 shares; 2025Q1: 10,343 shares; 2025Q2: 11,824 shares; 2025Q3: 13,342 shares; 2025Q4: 13,494 shares; 2026Q1: 13,576 shares; 2026Q2: 14,000 shares; 2026Q3: 14,262 shares 14,262 $172K 0.03% +262 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22,947 shares; 2025Q1: 22,947 shares; 2025Q2: 22,947 shares; 2025Q3: 26,147 shares; 2025Q4: 37,147 shares; 2026Q1: 34,647 shares; 2026Q2: 40,147 shares; 2026Q3: 16,647 shares 16,647 $138K 0.03% -23,500 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,401 shares; 2025Q1: 13,401 shares; 2025Q2: 13,401 shares; 2025Q3: 10,921 shares; 2025Q4: 10,495 shares; 2026Q1: 10,495 shares; 2026Q2: 10,495 shares; 2026Q3: 10,495 shares 10,495 $114K 0.02% 0 Timeline