SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 212,316 shares; 2025Q1: 216,005 shares; 2025Q2: 226,767 shares; 2025Q3: 227,496 shares; 2025Q4: 223,648 shares; 2026Q1: 224,839 shares; 2026Q2: 231,860 shares; 2026Q3: 230,851 shares 230,851 $20.7M 15.83% -1,009 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: 201,942 shares; 2025Q1: 207,466 shares; 2025Q2: 214,437 shares; 2025Q3: 212,374 shares; 2025Q4: 209,763 shares; 2026Q1: 195,441 shares; 2026Q2: 197,021 shares; 2026Q3: 198,997 shares 198,997 $9.99M 7.63% +1,976 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 50,324 shares; 2025Q1: 51,323 shares; 2025Q2: 52,251 shares; 2025Q3: 51,096 shares; 2025Q4: 47,524 shares; 2026Q1: 44,498 shares; 2026Q2: 44,454 shares; 2026Q3: 45,681 shares 45,681 $8.85M 6.76% +1,227 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 69,735 shares; 2025Q1: 71,985 shares; 2025Q2: 73,408 shares; 2025Q3: 73,679 shares; 2025Q4: 74,831 shares; 2026Q1: 70,673 shares; 2026Q2: 71,120 shares; 2026Q3: 73,844 shares 73,844 $8.14M 6.22% +2,724 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: 155,668 shares; 2025Q1: 154,825 shares; 2025Q2: 158,030 shares; 2025Q3: 157,302 shares; 2025Q4: 152,167 shares; 2026Q1: 162,397 shares; 2026Q2: 170,451 shares; 2026Q3: 165,161 shares 165,161 $7.83M 5.98% -5,290 Timeline JIVE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 64,374 shares 64,374 $6.13M 4.68% new Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 36,171 shares; 2025Q1: 37,184 shares; 2025Q2: 38,325 shares; 2025Q3: 38,478 shares; 2025Q4: 39,459 shares; 2026Q1: 36,771 shares; 2026Q2: 36,939 shares; 2026Q3: 38,126 shares 38,126 $4.64M 3.55% +1,187 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 70,718 shares; 2025Q1: 73,238 shares; 2025Q2: 76,140 shares; 2025Q3: 76,637 shares; 2025Q4: 79,571 shares; 2026Q1: 74,559 shares; 2026Q2: 74,735 shares; 2026Q3: 76,690 shares 76,690 $4.05M 3.1% +1,955 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: 67,497 shares; 2025Q1: 69,657 shares; 2025Q2: 72,608 shares; 2025Q3: 71,227 shares; 2025Q4: 71,794 shares; 2026Q1: 66,030 shares; 2026Q2: 65,582 shares; 2026Q3: 66,933 shares 66,933 $3.46M 2.65% +1,351 Timeline HTRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 67,961 shares; 2025Q1: 71,848 shares; 2025Q2: 73,107 shares; 2025Q3: 74,715 shares; 2025Q4: 76,013 shares; 2026Q1: 81,193 shares; 2026Q2: 90,400 shares; 2026Q3: 100,256 shares 100,256 $3.21M 2.45% +9,856 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 47,399 shares; 2025Q1: 48,740 shares; 2025Q2: 49,122 shares; 2025Q3: 51,258 shares; 2025Q4: 51,796 shares; 2026Q1: 55,126 shares; 2026Q2: 59,565 shares; 2026Q3: 64,924 shares 64,924 $2.81M 2.15% +5,359 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 81,913 shares; 2025Q1: 84,104 shares; 2025Q2: 84,106 shares; 2025Q3: 87,863 shares; 2025Q4: 89,809 shares; 2026Q1: 95,021 shares; 2026Q2: 102,646 shares; 2026Q3: 111,612 shares 111,612 $2.72M 2.08% +8,966 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,821 shares; 2025Q1: 17,571 shares; 2025Q2: 17,177 shares; 2025Q3: 18,079 shares; 2025Q4: 18,185 shares; 2026Q1: 19,518 shares; 2026Q2: 21,126 shares; 2026Q3: 22,517 shares 22,517 $2.26M 1.73% +1,391 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 24,283 shares; 2025Q1: 25,099 shares; 2025Q2: 30,075 shares; 2025Q3: 31,561 shares; 2025Q4: 39,825 shares; 2026Q1: 43,295 shares; 2026Q2: 42,661 shares; 2026Q3: 42,279 shares 42,279 $2.09M 1.6% -382 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 27,719 shares; 2025Q1: 30,412 shares; 2025Q2: 30,137 shares; 2025Q3: 32,584 shares; 2025Q4: 32,586 shares; 2026Q1: 36,049 shares; 2026Q2: 39,661 shares; 2026Q3: 40,946 shares 40,946 $2.04M 1.56% +1,285 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,572 shares; 2026Q3: 4,542 shares 4,542 $1.7M 1.3% -30 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,810 shares; 2025Q1: 25,707 shares; 2025Q2: 25,399 shares; 2025Q3: 28,978 shares; 2025Q4: 29,565 shares; 2026Q1: 31,696 shares; 2026Q2: 32,379 shares; 2026Q3: 33,003 shares 33,003 $1.58M 1.21% +624 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: 4,796 shares; 2025Q1: 5,641 shares; 2025Q2: 5,395 shares; 2025Q3: 5,555 shares; 2025Q4: 5,904 shares; 2026Q1: 7,425 shares; 2026Q2: 9,463 shares; 2026Q3: 9,467 shares 9,467 $1.57M 1.2% +4 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,705 shares; 2025Q1: 14,536 shares; 2025Q2: 14,537 shares; 2025Q3: 14,823 shares; 2025Q4: 14,919 shares; 2026Q1: 16,259 shares; 2026Q2: 18,053 shares; 2026Q3: 20,079 shares 20,079 $1.53M 1.17% +2,026 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: 5,213 shares; 2025Q1: 5,180 shares; 2025Q2: 6,162 shares; 2025Q3: 6,310 shares; 2025Q4: 6,408 shares; 2026Q1: 7,248 shares; 2026Q2: 7,593 shares; 2026Q3: 6,711 shares 6,711 $1.53M 1.17% -882 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 65,762 shares; 2025Q1: 62,873 shares; 2025Q2: 62,116 shares; 2025Q3: 61,400 shares; 2025Q4: 58,122 shares; 2026Q1: 46,956 shares; 2026Q2: 14,040 shares; 2026Q3: 13,548 shares 13,548 $1.43M 1.09% -492 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: not reported; 2025Q1: not reported; 2025Q2: 3,565 shares; 2025Q3: 3,712 shares; 2025Q4: 3,728 shares; 2026Q1: 3,750 shares; 2026Q2: 3,750 shares; 2026Q3: 3,729 shares 3,729 $1.42M 1.08% -21 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: 3,373 shares; 2025Q1: 3,481 shares; 2025Q2: 3,902 shares; 2025Q3: 4,103 shares; 2025Q4: 4,189 shares; 2026Q1: 4,913 shares; 2026Q2: 4,880 shares; 2026Q3: 4,118 shares 4,118 $1.37M 1.05% -762 Timeline FSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,943 shares; 2025Q1: 19,943 shares; 2025Q2: 19,943 shares; 2025Q3: 20,674 shares; 2025Q4: 23,088 shares; 2026Q1: 23,088 shares; 2026Q2: 20,674 shares; 2026Q3: 20,674 shares 20,674 $1.18M 0.9% 0 Timeline QLTY GMO ETF TRUST More: the full row for GMO 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: 27,394 shares; 2026Q3: 27,444 shares 27,444 $1.17M 0.9% +50 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,190 shares; 2025Q1: 1,195 shares; 2025Q2: 1,177 shares; 2025Q3: 1,178 shares; 2025Q4: 1,180 shares; 2026Q1: 1,080 shares; 2026Q2: 1,431 shares; 2026Q3: 1,432 shares 1,432 $1.1M 0.84% +1 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,261 shares; 2025Q1: 3,261 shares; 2025Q2: 3,261 shares; 2025Q3: 3,261 shares; 2025Q4: 3,261 shares; 2026Q1: 3,261 shares; 2026Q2: 3,261 shares; 2026Q3: 3,261 shares 3,261 $993K 0.76% 0 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: 1,883 shares; 2025Q1: 1,845 shares; 2025Q2: 2,146 shares; 2025Q3: 2,155 shares; 2025Q4: 2,152 shares; 2026Q1: 1,809 shares; 2026Q2: 1,956 shares; 2026Q3: 1,907 shares 1,907 $978K 0.75% -49 Timeline FAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,495 shares; 2025Q1: 15,323 shares; 2025Q2: 15,215 shares; 2025Q3: 16,308 shares; 2025Q4: 16,073 shares; 2026Q1: 16,073 shares; 2026Q2: 16,073 shares; 2026Q3: 16,073 shares 16,073 $926K 0.71% 0 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,848 shares; 2025Q1: 11,848 shares; 2025Q2: 11,848 shares; 2025Q3: 12,182 shares; 2025Q4: 12,182 shares; 2026Q1: 12,993 shares; 2026Q2: 22,807 shares; 2026Q3: 24,435 shares 24,435 $916K 0.7% +1,628 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: 1,391 shares; 2025Q1: 1,358 shares; 2025Q2: 1,358 shares; 2025Q3: 1,325 shares; 2025Q4: 1,292 shares; 2026Q1: 1,267 shares; 2026Q2: 1,251 shares; 2026Q3: 1,228 shares 1,228 $909K 0.69% -23 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: 1,993 shares; 2025Q1: 2,011 shares; 2025Q2: 2,328 shares; 2025Q3: 2,444 shares; 2025Q4: 2,548 shares; 2026Q1: 2,206 shares; 2026Q2: 2,376 shares; 2026Q3: 2,410 shares 2,410 $829K 0.63% +34 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,803 shares; 2026Q2: 9,803 shares; 2026Q3: 9,803 shares 9,803 $806K 0.62% 0 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: 3,136 shares; 2025Q1: 3,130 shares; 2025Q2: 3,166 shares; 2025Q3: 3,003 shares; 2025Q4: 3,003 shares; 2026Q1: 2,991 shares; 2026Q2: 2,990 shares; 2026Q3: 2,990 shares 2,990 $760K 0.58% 0 Timeline SHM 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: 12,094 shares; 2025Q1: 11,949 shares; 2025Q2: 11,713 shares; 2025Q3: 13,663 shares; 2025Q4: 13,917 shares; 2026Q1: 15,054 shares; 2026Q2: 15,334 shares; 2026Q3: 14,991 shares 14,991 $699K 0.53% -343 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: 3,132 shares; 2025Q1: 3,172 shares; 2025Q2: 3,386 shares; 2025Q3: 3,250 shares; 2025Q4: 3,212 shares; 2026Q1: 3,018 shares; 2026Q2: 3,012 shares; 2026Q3: 1,864 shares 1,864 $655K 0.5% -1,148 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: 759 shares; 2025Q1: 826 shares; 2025Q2: 854 shares; 2025Q3: 854 shares; 2025Q4: 855 shares; 2026Q1: 856 shares; 2026Q2: 856 shares; 2026Q3: 856 shares 856 $653K 0.5% 0 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: 1,922 shares; 2025Q1: 1,922 shares; 2025Q2: 1,922 shares; 2025Q3: 1,922 shares; 2025Q4: 1,922 shares; 2026Q1: 1,922 shares; 2026Q2: 1,922 shares; 2026Q3: 1,922 shares 1,922 $610K 0.47% 0 Timeline DSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,089 shares; 2025Q1: 11,089 shares; 2025Q2: 11,089 shares; 2025Q3: 11,089 shares; 2025Q4: 11,089 shares; 2026Q1: 11,089 shares; 2026Q2: 11,089 shares; 2026Q3: 11,089 shares 11,089 $542K 0.41% 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: 12,376 shares; 2025Q1: 12,314 shares; 2025Q2: 12,300 shares; 2025Q3: 12,321 shares; 2025Q4: 12,321 shares; 2026Q1: 12,274 shares; 2026Q2: 12,278 shares; 2026Q3: 12,278 shares 12,278 $496K 0.38% 0 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: 2,870 shares; 2025Q1: 2,877 shares; 2025Q2: 3,075 shares; 2025Q3: 2,985 shares; 2025Q4: 2,963 shares; 2026Q1: 2,706 shares; 2026Q2: 2,743 shares; 2026Q3: 2,617 shares 2,617 $492K 0.38% -126 Timeline FJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,159 shares; 2025Q1: 11,006 shares; 2025Q2: 10,698 shares; 2025Q3: 9,733 shares; 2025Q4: 9,733 shares; 2026Q1: 9,443 shares; 2026Q2: 7,845 shares; 2026Q3: 7,984 shares 7,984 $489K 0.37% +139 Timeline QSPT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,243 shares; 2025Q1: 16,243 shares; 2025Q2: 15,643 shares; 2025Q3: 15,643 shares; 2025Q4: 12,724 shares; 2026Q1: 12,724 shares; 2026Q2: 12,724 shares; 2026Q3: 12,724 shares 12,724 $465K 0.36% 0 Timeline FDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,145 shares; 2026Q1: 8,145 shares; 2026Q2: 8,145 shares; 2026Q3: 8,145 shares 8,145 $456K 0.35% 0 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: 3,740 shares; 2025Q1: 3,744 shares; 2025Q2: 4,158 shares; 2025Q3: 4,047 shares; 2025Q4: 4,069 shares; 2026Q1: 3,673 shares; 2026Q2: 3,625 shares; 2026Q3: 3,433 shares 3,433 $445K 0.34% -192 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: 1,941 shares; 2025Q1: 1,895 shares; 2025Q2: 2,102 shares; 2025Q3: 2,153 shares; 2025Q4: 2,226 shares; 2026Q1: 1,993 shares; 2026Q2: 1,976 shares; 2026Q3: 1,750 shares 1,750 $436K 0.33% -226 Timeline FMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,644 shares; 2025Q1: 5,644 shares; 2025Q2: 7,985 shares; 2025Q3: 7,985 shares; 2025Q4: 7,544 shares; 2026Q1: 7,544 shares; 2026Q2: 7,544 shares; 2026Q3: 7,544 shares 7,544 $433K 0.33% 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: 3,005 shares; 2025Q1: 3,019 shares; 2025Q2: 3,254 shares; 2025Q3: 3,072 shares; 2025Q4: 3,024 shares; 2026Q1: 3,020 shares; 2026Q2: 3,027 shares; 2026Q3: 2,818 shares 2,818 $419K 0.32% -209 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 504 shares; 2025Q1: 504 shares; 2025Q2: 564 shares; 2025Q3: 541 shares; 2025Q4: 524 shares; 2026Q1: 486 shares; 2026Q2: 495 shares; 2026Q3: 456 shares 456 $411K 0.31% -39 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: 2,479 shares; 2025Q1: 2,495 shares; 2025Q2: 2,680 shares; 2025Q3: 2,613 shares; 2025Q4: 2,642 shares; 2026Q1: 2,507 shares; 2026Q2: 2,308 shares; 2026Q3: 2,180 shares 2,180 $405K 0.31% -128 Timeline FOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,244 shares; 2025Q1: 5,244 shares; 2025Q2: 5,244 shares; 2025Q3: 5,244 shares; 2025Q4: 7,458 shares; 2026Q1: 7,458 shares; 2026Q2: 7,458 shares; 2026Q3: 7,458 shares 7,458 $403K 0.31% 0 Timeline FMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,332 shares; 2025Q1: 7,123 shares; 2025Q2: 7,123 shares; 2025Q3: 7,123 shares; 2025Q4: 7,123 shares; 2026Q1: 7,631 shares; 2026Q2: 7,631 shares; 2026Q3: 7,471 shares 7,471 $400K 0.31% -160 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: 1,125 shares; 2025Q1: 1,133 shares; 2025Q2: 1,205 shares; 2025Q3: 1,177 shares; 2025Q4: 1,220 shares; 2026Q1: 1,123 shares; 2026Q2: 1,144 shares; 2026Q3: 1,100 shares 1,100 $395K 0.3% -44 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,277 shares; 2025Q3: 2,301 shares; 2025Q4: 2,210 shares; 2026Q1: 2,334 shares; 2026Q2: 2,348 shares; 2026Q3: 2,346 shares 2,346 $382K 0.29% -2 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,729 shares; 2025Q1: 2,767 shares; 2025Q2: 3,029 shares; 2025Q3: 3,032 shares; 2025Q4: 3,167 shares; 2026Q1: 3,127 shares; 2026Q2: 3,112 shares; 2026Q3: 2,993 shares 2,993 $375K 0.29% -119 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: 3,445 shares; 2025Q1: 3,423 shares; 2025Q2: 3,774 shares; 2025Q3: 3,715 shares; 2025Q4: 3,647 shares; 2026Q1: 3,622 shares; 2026Q2: 3,589 shares; 2026Q3: 3,384 shares 3,384 $352K 0.27% -205 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: 881 shares; 2025Q1: 875 shares; 2025Q2: 926 shares; 2025Q3: 922 shares; 2025Q4: 908 shares; 2026Q1: 822 shares; 2026Q2: 822 shares; 2026Q3: 786 shares 786 $351K 0.27% -36 Timeline FAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,232 shares; 2026Q3: 7,232 shares 7,232 $346K 0.26% 0 Timeline GMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 7,177 shares; 2025Q2: 7,177 shares; 2025Q3: 7,177 shares; 2025Q4: 7,177 shares; 2026Q1: 7,177 shares; 2026Q2: 7,177 shares; 2026Q3: 7,177 shares 7,177 $325K 0.25% 0 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: 423 shares; 2025Q1: 427 shares; 2025Q2: 511 shares; 2025Q3: 516 shares; 2025Q4: 528 shares; 2026Q1: 442 shares; 2026Q2: 433 shares; 2026Q3: 423 shares 423 $307K 0.23% -10 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,320 shares; 2025Q4: 3,256 shares; 2026Q1: 3,415 shares; 2026Q2: 3,552 shares; 2026Q3: 3,414 shares 3,414 $304K 0.23% -138 Timeline QJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,071 shares; 2025Q1: 8,071 shares; 2025Q2: 8,744 shares; 2025Q3: 8,882 shares; 2025Q4: 8,782 shares; 2026Q1: 8,782 shares; 2026Q2: 8,782 shares; 2026Q3: 8,782 shares 8,782 $301K 0.23% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 652 shares; 2025Q3: 652 shares; 2025Q4: 652 shares; 2026Q1: 632 shares; 2026Q2: 2,399 shares; 2026Q3: 2,399 shares 2,399 $300K 0.23% 0 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,826 shares; 2025Q1: 3,866 shares; 2025Q2: 3,870 shares; 2025Q3: 3,873 shares; 2025Q4: 3,875 shares; 2026Q1: 3,183 shares; 2026Q2: 3,792 shares; 2026Q3: 3,795 shares 3,795 $273K 0.21% +3 Timeline GSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,894 shares; 2025Q1: 6,894 shares; 2025Q2: 6,894 shares; 2025Q3: 7,420 shares; 2025Q4: 6,450 shares; 2026Q1: 6,450 shares; 2026Q2: 6,450 shares; 2026Q3: 6,450 shares 6,450 $272K 0.21% 0 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,833 shares; 2025Q1: 7,875 shares; 2025Q2: 7,917 shares; 2025Q3: 7,957 shares; 2025Q4: 7,953 shares; 2026Q1: 7,798 shares; 2026Q2: 8,008 shares; 2026Q3: 8,004 shares 8,004 $267K 0.2% -4 Timeline JTEK J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,292 shares; 2026Q3: 2,496 shares 2,496 $263K 0.2% +204 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 566 shares; 2026Q3: 571 shares 571 $261K 0.2% +5 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: 1,801 shares; 2025Q1: 1,803 shares; 2025Q2: 1,954 shares; 2025Q3: 1,951 shares; 2025Q4: 1,916 shares; 2026Q1: 1,857 shares; 2026Q2: 1,928 shares; 2026Q3: 1,786 shares 1,786 $260K 0.2% -142 Timeline FNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,446 shares; 2025Q1: 6,446 shares; 2025Q2: 6,203 shares; 2025Q3: 6,203 shares; 2025Q4: 6,359 shares; 2026Q1: 4,221 shares; 2026Q2: 4,221 shares; 2026Q3: 4,221 shares 4,221 $254K 0.19% 0 Timeline YSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,955 shares; 2026Q1: 8,955 shares; 2026Q2: 8,955 shares; 2026Q3: 8,955 shares 8,955 $254K 0.19% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,408 shares 2,408 $253K 0.19% new Timeline FJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,363 shares; 2025Q4: 4,363 shares; 2026Q1: 4,222 shares; 2026Q2: 4,039 shares; 2026Q3: 4,039 shares 4,039 $247K 0.19% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,963 shares; 2025Q2: 2,157 shares; 2025Q3: 2,119 shares; 2025Q4: 2,199 shares; 2026Q1: 2,206 shares; 2026Q2: 2,219 shares; 2026Q3: 2,067 shares 2,067 $245K 0.19% -152 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: 512 shares; 2025Q1: not reported; 2025Q2: 670 shares; 2025Q3: 666 shares; 2025Q4: 686 shares; 2026Q1: 681 shares; 2026Q2: 699 shares; 2026Q3: 689 shares 689 $244K 0.19% -10 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: not reported; 2025Q1: not reported; 2025Q2: 789 shares; 2025Q3: 816 shares; 2025Q4: 827 shares; 2026Q1: 700 shares; 2026Q2: 737 shares; 2026Q3: 734 shares 734 $243K 0.19% -3 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 403 shares; 2025Q4: not reported; 2026Q1: 493 shares; 2026Q2: 534 shares; 2026Q3: 476 shares 476 $237K 0.18% -58 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: not reported; 2026Q1: not reported; 2026Q2: 199 shares; 2026Q3: 221 shares 221 $235K 0.18% +22 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: 3,126 shares; 2025Q1: 2,928 shares; 2025Q2: 2,404 shares; 2025Q3: 2,349 shares; 2025Q4: 2,349 shares; 2026Q1: 2,350 shares; 2026Q2: 2,350 shares; 2026Q3: 2,350 shares 2,350 $229K 0.17% 0 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 996 shares; 2025Q1: 1,004 shares; 2025Q2: not reported; 2025Q3: 1,113 shares; 2025Q4: 1,172 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,261 shares 1,261 $226K 0.17% new Timeline IEFA 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: 2,313 shares; 2026Q3: 2,313 shares 2,313 $224K 0.17% 0 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,440 shares; 2026Q3: 2,442 shares 2,442 $220K 0.17% +2 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON 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: not reported; 2026Q3: 727 shares 727 $218K 0.17% new 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,147 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,522 shares 2,522 $218K 0.17% new Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 762 shares; 2025Q1: 753 shares; 2025Q2: 834 shares; 2025Q3: 822 shares; 2025Q4: 871 shares; 2026Q1: 810 shares; 2026Q2: 835 shares; 2026Q3: 779 shares 779 $217K 0.17% -56 Timeline QDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,237 shares; 2026Q1: not reported; 2026Q2: 5,777 shares; 2026Q3: 5,777 shares 5,777 $213K 0.16% 0 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 443 shares; 2025Q1: 459 shares; 2025Q2: 517 shares; 2025Q3: 507 shares; 2025Q4: 520 shares; 2026Q1: 515 shares; 2026Q2: 553 shares; 2026Q3: 535 shares 535 $211K 0.16% -18 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO 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: 3,971 shares; 2026Q1: 3,971 shares; 2026Q2: 3,971 shares; 2026Q3: 3,971 shares 3,971 $209K 0.16% 0 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,161 shares; 2025Q1: 5,161 shares; 2025Q2: 5,161 shares; 2025Q3: 6,275 shares; 2025Q4: 4,170 shares; 2026Q1: 4,170 shares; 2026Q2: 4,170 shares; 2026Q3: 4,170 shares 4,170 $207K 0.16% 0 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: 949 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,242 shares 1,242 $203K 0.16% new Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,561 shares; 2026Q2: 1,571 shares; 2026Q3: 1,460 shares 1,460 $201K 0.15% -111 Timeline