NEOV NEOVOLTA INC More: the full row for NEOVOLTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,484,794 shares; 2024Q4: 3,527,896 shares; 2025Q1: 3,622,293 shares; 2025Q2: 4,567,051 shares; 2025Q3: 5,499,261 shares; 2025Q4: 5,669,083 shares; 2026Q1: 5,325,024 shares; 2026Q2: 4,896,515 shares 4,896,515 $15.4M 6.36% -428,509 Timeline XXV SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 662,452 shares; 2026Q1: 895,642 shares; 2026Q2: 584,369 shares 584,369 $13.8M 5.7% -311,273 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,496 shares; 2024Q4: 67,461 shares; 2025Q1: 76,593 shares; 2025Q2: 106,530 shares; 2025Q3: 111,970 shares; 2025Q4: 240,409 shares; 2026Q1: 254,584 shares; 2026Q2: 260,471 shares 260,471 $7.74M 3.19% +5,887 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; 2024Q3: 17,001 shares; 2024Q4: 43,561 shares; 2025Q1: 49,821 shares; 2025Q2: 68,328 shares; 2025Q3: 180,112 shares; 2025Q4: 166,789 shares; 2026Q1: 179,513 shares; 2026Q2: 191,704 shares 191,704 $7M 2.89% +12,191 Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,534 shares; 2024Q4: 45,139 shares; 2025Q1: 51,270 shares; 2025Q2: 71,427 shares; 2025Q3: 74,616 shares; 2025Q4: 160,801 shares; 2026Q1: 161,426 shares; 2026Q2: 170,386 shares 170,386 $6.69M 2.76% +8,960 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,123 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 184,085 shares 184,085 $6.23M 2.57% new Timeline STEX STREAMEX CORP More: the full row for STREAMEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,603,173 shares; 2025Q1: 6,216,508 shares; 2025Q2: 6,838,677 shares; 2025Q3: 7,517,367 shares; 2025Q4: 7,085,733 shares; 2026Q1: 7,029,351 shares; 2026Q2: 6,530,074 shares 6,530,074 $5.55M 2.29% -499,277 Timeline BUFT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,925 shares; 2024Q4: 47,568 shares; 2025Q1: 56,973 shares; 2025Q2: 80,030 shares; 2025Q3: 82,886 shares; 2025Q4: 196,128 shares; 2026Q1: 200,973 shares; 2026Q2: 207,428 shares 207,428 $5.37M 2.21% +6,455 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 131,716 shares; 2024Q4: 111,759 shares; 2025Q1: 115,746 shares; 2025Q2: 83,849 shares; 2025Q3: 75,756 shares; 2025Q4: 59,637 shares; 2026Q1: 69,577 shares; 2026Q2: 57,482 shares 57,482 $5.27M 2.17% -12,095 Timeline PDC PERPETUALS.COM LTD More: the full row for PERPETUALS.COM LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 849,411 shares 849,411 $5.01M 2.07% new Timeline ALOY REALLOYS INC More: the full row for REALLOYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 198,687 shares; 2026Q2: 345,145 shares 345,145 $4.99M 2.06% +146,458 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 110,326 shares; 2024Q4: 134,153 shares; 2025Q1: 163,974 shares; 2025Q2: 98,888 shares; 2025Q3: 105,164 shares; 2025Q4: 189,695 shares; 2026Q1: 102,539 shares; 2026Q2: 93,803 shares 93,803 $4.74M 1.96% -8,736 Timeline BDYN BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 161,892 shares 161,892 $4.49M 1.85% new Timeline NMAD NOMAD PWR SOLUTIONS INC More: the full row for NOMAD PWR SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 600,669 shares 600,669 $4.46M 1.84% new Timeline BDVL BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,111 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 140,966 shares 140,966 $3.66M 1.51% new Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,456 shares; 2026Q2: 1,533 shares 1,533 $3.49M 1.44% -923 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,236 shares; 2024Q4: 17,182 shares; 2025Q1: 21,342 shares; 2025Q2: 28,653 shares; 2025Q3: 31,415 shares; 2025Q4: 35,739 shares; 2026Q1: 70,540 shares; 2026Q2: 137,965 shares 137,965 $3.29M 1.36% +67,425 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,016 shares; 2024Q4: 7,012 shares; 2025Q1: 5,365 shares; 2025Q2: 9,779 shares; 2025Q3: 62,589 shares; 2025Q4: 57,690 shares; 2026Q1: 57,640 shares; 2026Q2: 54,969 shares 54,969 $3.28M 1.35% -2,671 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,145 shares; 2024Q4: 16,314 shares; 2025Q1: 17,608 shares; 2025Q2: 21,715 shares; 2025Q3: 25,704 shares; 2025Q4: 40,654 shares; 2026Q1: 33,709 shares; 2026Q2: 38,798 shares 38,798 $3.14M 1.3% +5,089 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; 2024Q3: 149 shares; 2024Q4: 149 shares; 2025Q1: 46 shares; 2025Q2: 500 shares; 2025Q3: 430 shares; 2025Q4: 404 shares; 2026Q1: 9,075 shares; 2026Q2: 10,250 shares 10,250 $3.11M 1.28% +1,175 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7 shares; 2026Q1: 7,383 shares; 2026Q2: 4,722 shares 4,722 $3.02M 1.24% -2,661 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,588 shares; 2024Q4: 10,282 shares; 2025Q1: 12,006 shares; 2025Q2: 14,987 shares; 2025Q3: 17,596 shares; 2025Q4: 28,563 shares; 2026Q1: 26,399 shares; 2026Q2: 29,924 shares 29,924 $2.86M 1.18% +3,525 Timeline FTXL FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,379 shares; 2024Q4: 3,224 shares; 2025Q1: 3,650 shares; 2025Q2: 4,595 shares; 2025Q3: 5,295 shares; 2025Q4: 9,035 shares; 2026Q1: 7,676 shares; 2026Q2: 9,476 shares 9,476 $2.7M 1.11% +1,800 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 163 shares; 2024Q4: 206 shares; 2025Q1: 1,637 shares; 2025Q2: 1,825 shares; 2025Q3: 2,229 shares; 2025Q4: 1,460 shares; 2026Q1: 2,278 shares; 2026Q2: 3,495 shares 3,495 $2.62M 1.08% +1,217 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,881 shares; 2024Q4: 5,056 shares; 2025Q1: 5,102 shares; 2025Q2: 5,252 shares; 2025Q3: 5,439 shares; 2025Q4: 7,043 shares; 2026Q1: 7,514 shares; 2026Q2: 9,792 shares 9,792 $1.96M 0.81% +2,278 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,802 shares; 2024Q4: 16,613 shares; 2025Q1: 20,631 shares; 2025Q2: 27,523 shares; 2025Q3: 30,877 shares; 2025Q4: 35,214 shares; 2026Q1: 62,022 shares; 2026Q2: 65,052 shares 65,052 $1.91M 0.79% +3,030 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,406 shares; 2025Q2: 14,398 shares; 2025Q3: 18,130 shares; 2025Q4: 19,111 shares; 2026Q1: 20,374 shares; 2026Q2: 19,407 shares 19,407 $1.84M 0.76% -967 Timeline ACYN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,249 shares; 2026Q2: 86,650 shares 86,650 $1.8M 0.74% +78,401 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,330 shares; 2024Q4: 3,407 shares; 2025Q1: 3,353 shares; 2025Q2: 4,579 shares; 2025Q3: 4,023 shares; 2025Q4: 5,475 shares; 2026Q1: 5,490 shares; 2026Q2: 6,061 shares 6,061 $1.75M 0.72% +571 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,133 shares; 2024Q4: 2,577 shares; 2025Q1: 2,846 shares; 2025Q2: 3,747 shares; 2025Q3: 4,252 shares; 2025Q4: 6,740 shares; 2026Q1: 7,557 shares; 2026Q2: 8,994 shares 8,994 $1.72M 0.71% +1,437 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,991 shares; 2024Q4: 6,921 shares; 2025Q1: 8,713 shares; 2025Q2: 12,023 shares; 2025Q3: 12,901 shares; 2025Q4: 15,275 shares; 2026Q1: 33,023 shares; 2026Q2: 33,700 shares 33,700 $1.7M 0.7% +677 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 229 shares; 2024Q4: 229 shares; 2025Q1: 596 shares; 2025Q2: 450 shares; 2025Q3: 430 shares; 2025Q4: 860 shares; 2026Q1: 1,156 shares; 2026Q2: 8,880 shares 8,880 $1.69M 0.7% +7,724 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,574 shares; 2024Q4: 3,737 shares; 2025Q1: 4,045 shares; 2025Q2: 5,433 shares; 2025Q3: 6,180 shares; 2025Q4: 10,807 shares; 2026Q1: 9,929 shares; 2026Q2: 12,518 shares 12,518 $1.67M 0.69% +2,589 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 912 shares; 2025Q2: 50 shares; 2025Q3: 214 shares; 2025Q4: 133 shares; 2026Q1: 50 shares; 2026Q2: 30,472 shares 30,472 $1.63M 0.67% +30,422 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85 shares; 2024Q4: not reported; 2025Q1: 115 shares; 2025Q2: 4,491 shares; 2025Q3: 4,045 shares; 2025Q4: 4,587 shares; 2026Q1: 10,111 shares; 2026Q2: 16,428 shares 16,428 $1.63M 0.67% +6,317 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,368 shares; 2024Q4: 5,854 shares; 2025Q1: 6,530 shares; 2025Q2: 8,202 shares; 2025Q3: 9,332 shares; 2025Q4: 14,776 shares; 2026Q1: 15,589 shares; 2026Q2: 17,991 shares 17,991 $1.62M 0.67% +2,402 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,391 shares; 2024Q4: 68,216 shares; 2025Q1: 2,745 shares; 2025Q2: 46,989 shares; 2025Q3: 42,929 shares; 2025Q4: 40,416 shares; 2026Q1: 42,652 shares; 2026Q2: 33,224 shares 33,224 $1.56M 0.64% -9,428 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 38,652 shares; 2025Q2: 41,462 shares; 2025Q3: 36,947 shares; 2025Q4: 35,195 shares; 2026Q1: 37,939 shares; 2026Q2: 28,880 shares 28,880 $1.55M 0.64% -9,059 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,780 shares; 2024Q4: 10,842 shares; 2025Q1: 8,827 shares; 2025Q2: 8,863 shares; 2025Q3: 13,212 shares; 2025Q4: 9,901 shares; 2026Q1: 11,114 shares; 2026Q2: 13,898 shares 13,898 $1.53M 0.63% +2,784 Timeline FLRT PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,380 shares; 2024Q4: 37,042 shares; 2025Q1: 30,125 shares; 2025Q2: 29,657 shares; 2025Q3: 32,845 shares; 2025Q4: 27,875 shares; 2026Q1: 33,367 shares; 2026Q2: 32,386 shares 32,386 $1.51M 0.62% -981 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 101 shares; 2024Q4: 101 shares; 2025Q1: 101 shares; 2025Q2: 101 shares; 2025Q3: 101 shares; 2025Q4: 499 shares; 2026Q1: 492 shares; 2026Q2: 4,293 shares 4,293 $1.47M 0.61% +3,801 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 134 shares; 2024Q4: 134 shares; 2025Q1: 1,057 shares; 2025Q2: 1,057 shares; 2025Q3: 1,057 shares; 2025Q4: 1,093 shares; 2026Q1: 1,093 shares; 2026Q2: 15,160 shares 15,160 $1.46M 0.6% +14,067 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,593 shares; 2024Q4: 1,538 shares; 2025Q1: 1,231 shares; 2025Q2: 1,088 shares; 2025Q3: 1,114 shares; 2025Q4: 1,026 shares; 2026Q1: 1,030 shares; 2026Q2: 25,302 shares 25,302 $1.43M 0.59% +24,272 Timeline WCMI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 75,405 shares; 2026Q2: 71,227 shares 71,227 $1.39M 0.57% -4,178 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 780 shares; 2024Q4: 780 shares; 2025Q1: 762 shares; 2025Q2: 762 shares; 2025Q3: 762 shares; 2025Q4: 2,851 shares; 2026Q1: 3,058 shares; 2026Q2: 15,658 shares 15,658 $1.38M 0.57% +12,600 Timeline HIGH SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,651 shares; 2024Q4: 178,325 shares; 2025Q1: 140,494 shares; 2025Q2: 181,762 shares; 2025Q3: 83,004 shares; 2025Q4: 50,805 shares; 2026Q1: 42,233 shares; 2026Q2: 61,667 shares 61,667 $1.33M 0.55% +19,434 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,420 shares; 2024Q4: 17,530 shares; 2025Q1: 16,286 shares; 2025Q2: 22,284 shares; 2025Q3: 23,506 shares; 2025Q4: 24,957 shares; 2026Q1: 24,693 shares; 2026Q2: 19,604 shares 19,604 $1.32M 0.55% -5,089 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 103 shares; 2025Q4: 203 shares; 2026Q1: 12,662 shares; 2026Q2: 23,885 shares 23,885 $1.28M 0.53% +11,223 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6 shares; 2026Q1: 1,009 shares; 2026Q2: 6,298 shares 6,298 $1.26M 0.52% +5,289 Timeline MLN VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 70,120 shares 70,120 $1.25M 0.51% new Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27 shares; 2024Q4: 27 shares; 2025Q1: 357 shares; 2025Q2: 250 shares; 2025Q3: 157 shares; 2025Q4: 157 shares; 2026Q1: 157 shares; 2026Q2: 13,360 shares 13,360 $1.2M 0.5% +13,203 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,996 shares; 2024Q4: 2,627 shares; 2025Q1: 7,015 shares; 2025Q2: 3,548 shares; 2025Q3: 3,127 shares; 2025Q4: 2,867 shares; 2026Q1: 3,318 shares; 2026Q2: 3,194 shares 3,194 $1.18M 0.49% -124 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,087 shares; 2024Q4: 50,677 shares; 2025Q1: 41,792 shares; 2025Q2: 35,870 shares; 2025Q3: 37,477 shares; 2025Q4: 31,625 shares; 2026Q1: 35,060 shares; 2026Q2: 24,990 shares 24,990 $1.12M 0.46% -10,070 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 148,713 shares; 2024Q4: 151,150 shares; 2025Q1: 127,726 shares; 2025Q2: 276,854 shares; 2025Q3: 75,599 shares; 2025Q4: 72,345 shares; 2026Q1: 27,575 shares; 2026Q2: 44,880 shares 44,880 $1.12M 0.46% +17,305 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16 shares; 2025Q2: not reported; 2025Q3: 16 shares; 2025Q4: 16 shares; 2026Q1: not reported; 2026Q2: 14,009 shares 14,009 $1.11M 0.46% new Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 827 shares; 2024Q4: 828 shares; 2025Q1: 828 shares; 2025Q2: 3,370 shares; 2025Q3: 3,803 shares; 2025Q4: 6,605 shares; 2026Q1: 6,743 shares; 2026Q2: 6,748 shares 6,748 $1.1M 0.45% +5 Timeline JSCP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,582 shares; 2024Q4: 10,720 shares; 2025Q1: 16,426 shares; 2025Q2: 6,205 shares; 2025Q3: 6,343 shares; 2025Q4: 7,349 shares; 2026Q1: 13,596 shares; 2026Q2: 23,140 shares 23,140 $1.09M 0.45% +9,544 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 155 shares; 2024Q4: not reported; 2025Q1: 6,152 shares; 2025Q2: 4,621 shares; 2025Q3: 5,087 shares; 2025Q4: 4,804 shares; 2026Q1: 8,731 shares; 2026Q2: 13,901 shares 13,901 $1.07M 0.44% +5,170 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 244 shares; 2024Q4: 264 shares; 2025Q1: 276 shares; 2025Q2: not reported; 2025Q3: 662 shares; 2025Q4: 1,132 shares; 2026Q1: 1,306 shares; 2026Q2: 1,455 shares 1,455 $1.07M 0.44% +149 Timeline ILDR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,860 shares; 2026Q2: 27,202 shares 27,202 $1.07M 0.44% +1,342 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 253 shares; 2024Q4: 148 shares; 2025Q1: 963 shares; 2025Q2: 678 shares; 2025Q3: 447 shares; 2025Q4: 3,975 shares; 2026Q1: 4,854 shares; 2026Q2: 4,858 shares 4,858 $1.06M 0.44% +4 Timeline YGLD SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 97,836 shares; 2025Q4: 72,011 shares; 2026Q1: 53,320 shares; 2026Q2: 33,435 shares 33,435 $1.05M 0.43% -19,885 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 108,872 shares; 2024Q4: 48,305 shares; 2025Q1: 34,474 shares; 2025Q2: 22,862 shares; 2025Q3: 30,824 shares; 2025Q4: 24,475 shares; 2026Q1: 18,515 shares; 2026Q2: 10,500 shares 10,500 $1.05M 0.43% -8,015 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 288 shares; 2025Q4: 295 shares; 2026Q1: 216 shares; 2026Q2: 16,951 shares 16,951 $1.05M 0.43% +16,735 Timeline BITO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 586,459 shares; 2024Q4: 512,966 shares; 2025Q1: 511,137 shares; 2025Q2: 510,712 shares; 2025Q3: 296,446 shares; 2025Q4: 249,424 shares; 2026Q1: 261,051 shares; 2026Q2: 130,791 shares 130,791 $1.04M 0.43% -130,260 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; 2024Q3: 4,875 shares; 2024Q4: 3,941 shares; 2025Q1: 4,065 shares; 2025Q2: 4,120 shares; 2025Q3: 4,447 shares; 2025Q4: 5,831 shares; 2026Q1: 5,379 shares; 2026Q2: 4,342 shares 4,342 $1.03M 0.43% -1,037 Timeline RSBA TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 55,710 shares; 2025Q4: 56,702 shares; 2026Q1: 62,532 shares; 2026Q2: 49,064 shares 49,064 $1.03M 0.43% -13,468 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90 shares; 2024Q4: 90 shares; 2025Q1: 136 shares; 2025Q2: 190 shares; 2025Q3: 3,485 shares; 2025Q4: 2,515 shares; 2026Q1: 2,439 shares; 2026Q2: 2,802 shares 2,802 $1.03M 0.43% +363 Timeline FGD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,238 shares; 2026Q2: 30,772 shares 30,772 $984K 0.41% +1,534 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,332 shares 8,332 $976K 0.4% new Timeline HYBL SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 34,680 shares 34,680 $969K 0.4% new Timeline EIPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,589 shares; 2024Q4: 10,795 shares; 2025Q1: 12,228 shares; 2025Q2: 16,274 shares; 2025Q3: 18,300 shares; 2025Q4: 30,737 shares; 2026Q1: 26,021 shares; 2026Q2: 30,782 shares 30,782 $963K 0.4% +4,761 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 492 shares; 2024Q4: 151 shares; 2025Q1: 151 shares; 2025Q2: 151 shares; 2025Q3: 120 shares; 2025Q4: 1,980 shares; 2026Q1: 1,781 shares; 2026Q2: 11,133 shares 11,133 $959K 0.4% +9,352 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 956 shares; 2024Q4: 889 shares; 2025Q1: 1,008 shares; 2025Q2: 1,152 shares; 2025Q3: 937 shares; 2025Q4: 1,233 shares; 2026Q1: 1,810 shares; 2026Q2: 2,279 shares 2,279 $958K 0.4% +469 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 981 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,417 shares 20,417 $935K 0.39% new Timeline BUFZ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,381 shares; 2024Q4: 22,871 shares; 2025Q1: 39,171 shares; 2025Q2: 30,312 shares; 2025Q3: 28,880 shares; 2025Q4: 30,521 shares; 2026Q1: 32,213 shares; 2026Q2: 33,361 shares 33,361 $932K 0.38% +1,148 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27 shares; 2024Q4: 27 shares; 2025Q1: 27 shares; 2025Q2: 27 shares; 2025Q3: 57 shares; 2025Q4: 29 shares; 2026Q1: 32 shares; 2026Q2: 4,980 shares 4,980 $922K 0.38% +4,948 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 260 shares; 2024Q4: 500 shares; 2025Q1: 501 shares; 2025Q2: 510 shares; 2025Q3: 534 shares; 2025Q4: 798 shares; 2026Q1: 937 shares; 2026Q2: 2,408 shares 2,408 $910K 0.37% +1,471 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18 shares; 2024Q4: 70 shares; 2025Q1: 367 shares; 2025Q2: 367 shares; 2025Q3: 367 shares; 2025Q4: 367 shares; 2026Q1: 367 shares; 2026Q2: 11,483 shares 11,483 $863K 0.36% +11,116 Timeline MSIF MSC INCOME FUND INC More: the full row for MSC INCOME FUND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,794 shares; 2025Q2: not reported; 2025Q3: 140,820 shares; 2025Q4: 134,407 shares; 2026Q1: 138,174 shares; 2026Q2: 71,950 shares 71,950 $832K 0.34% -66,224 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 33,841 shares 33,841 $817K 0.34% new Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93 shares; 2024Q4: 93 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 10 shares; 2026Q1: 1,072 shares; 2026Q2: 3,701 shares 3,701 $787K 0.32% +2,629 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; 2024Q3: 194 shares; 2024Q4: 62 shares; 2025Q1: 62 shares; 2025Q2: 62 shares; 2025Q3: 62 shares; 2025Q4: 6,693 shares; 2026Q1: 6,740 shares; 2026Q2: 6,737 shares 6,737 $787K 0.32% -3 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 19,956 shares; 2025Q4: 11,381 shares; 2026Q1: 10,597 shares; 2026Q2: 10,331 shares 10,331 $779K 0.32% -266 Timeline CION CION INVT CORP More: the full row for CION INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,924 shares; 2024Q4: 8,486 shares; 2025Q1: 7,711 shares; 2025Q2: 7,711 shares; 2025Q3: 360,943 shares; 2025Q4: 215,209 shares; 2026Q1: 208,062 shares; 2026Q2: 121,169 shares 121,169 $755K 0.31% -86,893 Timeline BUCK SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,053 shares; 2024Q4: 28,904 shares; 2025Q1: 22,649 shares; 2025Q2: 22,217 shares; 2025Q3: 25,841 shares; 2025Q4: 21,148 shares; 2026Q1: 24,666 shares; 2026Q2: 32,164 shares 32,164 $753K 0.31% +7,498 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,476 shares; 2026Q2: 26,786 shares 26,786 $742K 0.31% +16,310 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,095 shares; 2024Q4: 1,137 shares; 2025Q1: 1,118 shares; 2025Q2: 1,045 shares; 2025Q3: 1,064 shares; 2025Q4: 1,348 shares; 2026Q1: 1,454 shares; 2026Q2: 1,959 shares 1,959 $731K 0.3% +505 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; 2024Q3: 95,465 shares; 2024Q4: 66,312 shares; 2025Q1: 25,224 shares; 2025Q2: 23,292 shares; 2025Q3: 25,407 shares; 2025Q4: 15,201 shares; 2026Q1: 24,528 shares; 2026Q2: 14,495 shares 14,495 $727K 0.3% -10,033 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 862 shares; 2024Q4: 980 shares; 2025Q1: 940 shares; 2025Q2: 884 shares; 2025Q3: 1,112 shares; 2025Q4: 1,386 shares; 2026Q1: 1,601 shares; 2026Q2: 2,029 shares 2,029 $725K 0.3% +428 Timeline SVOL SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 483,144 shares; 2024Q4: 334,502 shares; 2025Q1: 232,920 shares; 2025Q2: 163,193 shares; 2025Q3: 107,885 shares; 2025Q4: 102,049 shares; 2026Q1: 99,905 shares; 2026Q2: 44,796 shares 44,796 $719K 0.3% -55,109 Timeline VNOM VIPER ENERGY INC More: the full row for VIPER ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 85,941 shares; 2025Q4: 42,088 shares; 2026Q1: 45,585 shares; 2026Q2: 16,866 shares 16,866 $715K 0.29% -28,719 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,513 shares 9,513 $701K 0.29% new Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,809 shares; 2026Q1: 4,040 shares; 2026Q2: 4,092 shares 4,092 $670K 0.28% +52 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 81,359 shares; 2025Q4: 11,620 shares; 2026Q1: 11,620 shares; 2026Q2: 11,463 shares 11,463 $644K 0.27% -157 Timeline QPX ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,768 shares; 2024Q4: 20,222 shares; 2025Q1: 13,135 shares; 2025Q2: 19,157 shares; 2025Q3: 16,156 shares; 2025Q4: 18,336 shares; 2026Q1: 17,280 shares; 2026Q2: 12,857 shares 12,857 $628K 0.26% -4,423 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92 shares; 2024Q4: 18 shares; 2025Q1: 1,161 shares; 2025Q2: 18 shares; 2025Q3: 18 shares; 2025Q4: 22 shares; 2026Q1: 22 shares; 2026Q2: 5,425 shares 5,425 $592K 0.24% +5,403 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 380 shares; 2024Q4: 383 shares; 2025Q1: 416 shares; 2025Q2: 423 shares; 2025Q3: 472 shares; 2025Q4: 503 shares; 2026Q1: 555 shares; 2026Q2: 629 shares 629 $589K 0.24% +74 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,161 shares 11,161 $584K 0.24% new Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 102 shares; 2024Q4: 430 shares; 2025Q1: 431 shares; 2025Q2: 421 shares; 2025Q3: 469 shares; 2025Q4: 753 shares; 2026Q1: 838 shares; 2026Q2: 1,216 shares 1,216 $581K 0.24% +378 Timeline RAVI FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,343 shares; 2025Q3: 9,353 shares; 2025Q4: 16,398 shares; 2026Q1: 5,888 shares; 2026Q2: 7,511 shares 7,511 $566K 0.23% +1,623 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 111 shares; 2024Q4: 121 shares; 2025Q1: 216 shares; 2025Q2: 187 shares; 2025Q3: 187 shares; 2025Q4: 348 shares; 2026Q1: 517 shares; 2026Q2: 755 shares 755 $564K 0.23% +238 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 154 shares; 2024Q4: 78 shares; 2025Q1: 1,736 shares; 2025Q2: 1,323 shares; 2025Q3: 1,352 shares; 2025Q4: 1,384 shares; 2026Q1: 2,556 shares; 2026Q2: 3,793 shares 3,793 $563K 0.23% +1,237 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22 shares; 2024Q4: 2,338 shares; 2025Q1: 2,778 shares; 2025Q2: 2,370 shares; 2025Q3: 2,315 shares; 2025Q4: 2,270 shares; 2026Q1: 6,595 shares; 2026Q2: 7,493 shares 7,493 $550K 0.23% +898 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: 99 shares; 2026Q1: 112 shares; 2026Q2: 445 shares 445 $533K 0.22% +333 Timeline DEA EASTERLY GOVT PPTYS INC More: the full row for EASTERLY GOVT PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,944 shares; 2025Q3: 23,582 shares; 2025Q4: 19,800 shares; 2026Q1: 19,721 shares; 2026Q2: 21,257 shares 21,257 $530K 0.22% +1,536 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 124 shares; 2024Q4: 117 shares; 2025Q1: 117 shares; 2025Q2: 114 shares; 2025Q3: 352 shares; 2025Q4: 371 shares; 2026Q1: 572 shares; 2026Q2: 452 shares 452 $522K 0.22% -120 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 377 shares; 2026Q2: 10,848 shares 10,848 $520K 0.21% +10,471 Timeline DUOL DUOLINGO INC More: the full row for DUOLINGO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,025 shares; 2024Q4: 4,500 shares; 2025Q1: 4,500 shares; 2025Q2: 4,500 shares; 2025Q3: 4,500 shares; 2025Q4: 4,500 shares; 2026Q1: 4,500 shares; 2026Q2: 4,500 shares 4,500 $518K 0.21% 0 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 789 shares 789 $517K 0.21% new Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 451 shares; 2024Q4: 281 shares; 2025Q1: 281 shares; 2025Q2: 281 shares; 2025Q3: 281 shares; 2025Q4: 1,814 shares; 2026Q1: 2,280 shares; 2026Q2: 2,554 shares 2,554 $505K 0.21% +274 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 212 shares; 2024Q4: 242 shares; 2025Q1: 242 shares; 2025Q2: 396 shares; 2025Q3: 388 shares; 2025Q4: 727 shares; 2026Q1: 823 shares; 2026Q2: 1,531 shares 1,531 $501K 0.21% +708 Timeline DSMC ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,476 shares; 2024Q4: 16,391 shares; 2025Q1: 7,968 shares; 2025Q2: 9,232 shares; 2025Q3: 7,258 shares; 2025Q4: 7,639 shares; 2026Q1: 7,404 shares; 2026Q2: 11,943 shares 11,943 $482K 0.2% +4,539 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 146 shares; 2024Q4: 126 shares; 2025Q1: 95 shares; 2025Q2: 96 shares; 2025Q3: 89 shares; 2025Q4: 89 shares; 2026Q1: 319 shares; 2026Q2: 696 shares 696 $478K 0.2% +377 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 127 shares; 2024Q4: 16 shares; 2025Q1: 16 shares; 2025Q2: 2,153 shares; 2025Q3: 1,802 shares; 2025Q4: 3,316 shares; 2026Q1: 5,871 shares; 2026Q2: 6,646 shares 6,646 $474K 0.2% +775 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,150 shares 3,150 $473K 0.19% new Timeline IGLD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 21 shares; 2025Q3: 21 shares; 2025Q4: 22 shares; 2026Q1: 18,381 shares; 2026Q2: 22,164 shares 22,164 $467K 0.19% +3,783 Timeline DSTL ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,677 shares; 2024Q4: 16,076 shares; 2025Q1: 5,024 shares; 2025Q2: 5,407 shares; 2025Q3: 4,496 shares; 2025Q4: 4,734 shares; 2026Q1: 4,594 shares; 2026Q2: 7,693 shares 7,693 $461K 0.19% +3,099 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,089 shares; 2025Q2: 993 shares; 2025Q3: 11,378 shares; 2025Q4: 11,047 shares; 2026Q1: 13,049 shares; 2026Q2: 13,833 shares 13,833 $461K 0.19% +784 Timeline FIP FTAI INFRASTRUCTURE INC More: the full row for FTAI INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33,091 shares; 2025Q3: 33,091 shares; 2025Q4: 33,091 shares; 2026Q1: 128,589 shares; 2026Q2: 98,054 shares 98,054 $455K 0.19% -30,535 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 166 shares; 2025Q2: 166 shares; 2025Q3: 495 shares; 2025Q4: 495 shares; 2026Q1: 495 shares; 2026Q2: 4,858 shares 4,858 $453K 0.19% +4,363 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80 shares; 2024Q4: 454 shares; 2025Q1: 419 shares; 2025Q2: 1,653 shares; 2025Q3: 2,006 shares; 2025Q4: 947 shares; 2026Q1: 1,320 shares; 2026Q2: 5,430 shares 5,430 $450K 0.19% +4,110 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,666 shares; 2026Q2: 17,284 shares 17,284 $448K 0.18% +12,618 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,093 shares; 2024Q4: 973 shares; 2025Q1: 906 shares; 2025Q2: 906 shares; 2025Q3: 756 shares; 2025Q4: 1,279 shares; 2026Q1: 1,028 shares; 2026Q2: 1,263 shares 1,263 $446K 0.18% +235 Timeline FTGS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,406 shares; 2024Q4: 29,898 shares; 2025Q1: 32,284 shares; 2025Q2: 41,600 shares; 2025Q3: 48,489 shares; 2025Q4: 76,723 shares; 2026Q1: 3,587 shares; 2026Q2: 11,956 shares 11,956 $442K 0.18% +8,369 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1 shares; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 13 shares; 2026Q1: 13 shares; 2026Q2: 369 shares 369 $433K 0.18% +356 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,647 shares 8,647 $425K 0.18% new Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 787 shares; 2024Q4: 803 shares; 2025Q1: 640 shares; 2025Q2: 586 shares; 2025Q3: 547 shares; 2025Q4: 2 shares; 2026Q1: 779 shares; 2026Q2: 2,490 shares 2,490 $402K 0.17% +1,711 Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,399 shares; 2026Q2: 11,492 shares 11,492 $398K 0.16% +93 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 128 shares; 2024Q4: 126 shares; 2025Q1: 126 shares; 2025Q2: 158 shares; 2025Q3: 154 shares; 2025Q4: 212 shares; 2026Q1: 244 shares; 2026Q2: 696 shares 696 $392K 0.16% +452 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 379 shares; 2024Q4: 256 shares; 2025Q1: 256 shares; 2025Q2: 415 shares; 2025Q3: 282 shares; 2025Q4: 1,634 shares; 2026Q1: 4,103 shares; 2026Q2: 6,554 shares 6,554 $391K 0.16% +2,451 Timeline RSST TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,408 shares; 2025Q4: 6,954 shares; 2026Q1: 6,924 shares; 2026Q2: 11,900 shares 11,900 $389K 0.16% +4,976 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 59 shares; 2025Q1: 59 shares; 2025Q2: 59 shares; 2025Q3: 59 shares; 2025Q4: 75 shares; 2026Q1: 99 shares; 2026Q2: 341 shares 341 $363K 0.15% +242 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,539 shares 3,539 $362K 0.15% new Timeline CAIE CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8 shares; 2025Q3: 551 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,083 shares 13,083 $356K 0.15% new Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12 shares; 2024Q4: 12 shares; 2025Q1: 3,698 shares; 2025Q2: 2,822 shares; 2025Q3: 2,773 shares; 2025Q4: 2,771 shares; 2026Q1: 2,796 shares; 2026Q2: 6,825 shares 6,825 $345K 0.14% +4,029 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,587 shares 11,587 $340K 0.14% new Timeline NXDT NEXPOINT DIVERSIFIED REL ET More: the full row for NEXPOINT DIVERSIFIED REL ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 99,072 shares; 2024Q4: 89,287 shares; 2025Q1: 82,717 shares; 2025Q2: 82,004 shares; 2025Q3: 87,507 shares; 2025Q4: 76,955 shares; 2026Q1: 57,447 shares; 2026Q2: 64,409 shares 64,409 $334K 0.14% +6,962 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 888 shares; 2025Q3: 8,978 shares; 2025Q4: 15,680 shares; 2026Q1: 6,218 shares; 2026Q2: 6,726 shares 6,726 $333K 0.14% +508 Timeline ETHU VOLATILITY SHS TR More: the full row for VOLATILITY SHS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 100,763 shares; 2025Q3: 23,420 shares; 2025Q4: 25,262 shares; 2026Q1: 25,992 shares; 2026Q2: 29,190 shares 29,190 $333K 0.14% +3,198 Timeline ACYS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,194 shares 16,194 $333K 0.14% new Timeline QMMY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 86,415 shares; 2025Q4: 12,343 shares; 2026Q1: 12,343 shares; 2026Q2: 12,176 shares 12,176 $323K 0.13% -167 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 152 shares; 2024Q4: 43 shares; 2025Q1: 43 shares; 2025Q2: 43 shares; 2025Q3: 43 shares; 2025Q4: 947 shares; 2026Q1: 966 shares; 2026Q2: 1,002 shares 1,002 $307K 0.13% +36 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 107 shares; 2024Q4: 107 shares; 2025Q1: 107 shares; 2025Q2: 107 shares; 2025Q3: not reported; 2025Q4: 645 shares; 2026Q1: 984 shares; 2026Q2: 1,004 shares 1,004 $302K 0.12% +20 Timeline XV SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 371 shares; 2026Q2: 11,917 shares 11,917 $295K 0.12% +11,546 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 284 shares; 2024Q4: 281 shares; 2025Q1: 316 shares; 2025Q2: 281 shares; 2025Q3: 645 shares; 2025Q4: 597 shares; 2026Q1: 463 shares; 2026Q2: 585 shares 585 $292K 0.12% +122 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,270 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 1,255 shares; 2025Q3: 1,031 shares; 2025Q4: 40 shares; 2026Q1: 20 shares; 2026Q2: 3,578 shares 3,578 $290K 0.12% +3,558 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,666 shares; 2024Q4: 2,666 shares; 2025Q1: 99,113 shares; 2025Q2: 2,485 shares; 2025Q3: 4,421 shares; 2025Q4: 3,018 shares; 2026Q1: 8,460 shares; 2026Q2: 8,385 shares 8,385 $287K 0.12% -75 Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,480 shares; 2026Q1: 13,042 shares; 2026Q2: 13,567 shares 13,567 $283K 0.12% +525 Timeline SBAR SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,127 shares; 2025Q3: 9,866 shares; 2025Q4: 8,288 shares; 2026Q1: 9,777 shares; 2026Q2: 11,004 shares 11,004 $282K 0.12% +1,227 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; 2024Q3: 53 shares; 2024Q4: 102 shares; 2025Q1: 98 shares; 2025Q2: 88 shares; 2025Q3: 81 shares; 2025Q4: 72 shares; 2026Q1: 74 shares; 2026Q2: 141 shares 141 $281K 0.12% +67 Timeline HIPS GRANITESHARES ETF TR More: the full row for GRANITESHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 24,279 shares 24,279 $280K 0.12% new Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 95 shares; 2024Q4: 95 shares; 2025Q1: 95 shares; 2025Q2: 99 shares; 2025Q3: 99 shares; 2025Q4: 385 shares; 2026Q1: 385 shares; 2026Q2: 387 shares 387 $279K 0.11% +2 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,856 shares; 2025Q2: 3,386 shares; 2025Q3: 2,489 shares; 2025Q4: not reported; 2026Q1: 1,260 shares; 2026Q2: 2,759 shares 2,759 $278K 0.11% +1,499 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30 shares; 2025Q4: not reported; 2026Q1: 980 shares; 2026Q2: 5,423 shares 5,423 $274K 0.11% +4,443 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; 2024Q3: 231 shares; 2024Q4: 83 shares; 2025Q1: 83 shares; 2025Q2: 83 shares; 2025Q3: 81 shares; 2025Q4: 1,072 shares; 2026Q1: 1,050 shares; 2026Q2: 1,109 shares 1,109 $269K 0.11% +59 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,444 shares; 2025Q2: 2,574 shares; 2025Q3: 43,143 shares; 2025Q4: 7,907 shares; 2026Q1: 7,907 shares; 2026Q2: 7,907 shares 7,907 $267K 0.11% 0 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 56 shares; 2025Q1: 56 shares; 2025Q2: 56 shares; 2025Q3: 41 shares; 2025Q4: 39 shares; 2026Q1: 1,871 shares; 2026Q2: 3,086 shares 3,086 $267K 0.11% +1,215 Timeline FLNG FLEX LNG LTD More: the full row for FLEX LNG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,108 shares; 2024Q4: 11,618 shares; 2025Q1: 9,318 shares; 2025Q2: 8,470 shares; 2025Q3: 9,105 shares; 2025Q4: 7,785 shares; 2026Q1: 8,610 shares; 2026Q2: 9,421 shares 9,421 $264K 0.11% +811 Timeline CRGY CRESCENT ENERGY COMPANY More: the full row for CRESCENT ENERGY COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,715 shares; 2024Q4: 15,495 shares; 2025Q1: 13,582 shares; 2025Q2: 16,013 shares; 2025Q3: 17,011 shares; 2025Q4: 15,099 shares; 2026Q1: 9,444 shares; 2026Q2: 26,453 shares 26,453 $260K 0.11% +17,009 Timeline DMX DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,127 shares 5,127 $258K 0.11% new Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5 shares; 2026Q1: not reported; 2026Q2: 5,064 shares 5,064 $252K 0.1% new Timeline SM SM ENERGY COMPANY More: the full row for SM ENERGY COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,907 shares; 2024Q4: 1,734 shares; 2025Q1: 2,639 shares; 2025Q2: 3,300 shares; 2025Q3: 3,425 shares; 2025Q4: 2,873 shares; 2026Q1: 2,720 shares; 2026Q2: 9,418 shares 9,418 $246K 0.1% +6,698 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 284 shares; 2024Q4: 427 shares; 2025Q1: 410 shares; 2025Q2: 410 shares; 2025Q3: 126 shares; 2025Q4: 1,260 shares; 2026Q1: 2,205 shares; 2026Q2: 2,205 shares 2,205 $243K 0.1% 0 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,149 shares; 2026Q2: 4,838 shares 4,838 $240K 0.1% +2,689 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 145 shares; 2024Q4: 458 shares; 2025Q1: 465 shares; 2025Q2: 405 shares; 2025Q3: 413 shares; 2025Q4: 288 shares; 2026Q1: 378 shares; 2026Q2: 410 shares 410 $238K 0.1% +32 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: not reported; 2025Q4: 347 shares; 2026Q1: 422 shares; 2026Q2: 711 shares 711 $238K 0.1% +289 Timeline UPRO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,572 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 700 shares; 2025Q3: 828 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,639 shares 1,639 $232K 0.1% new Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 264 shares; 2024Q4: 264 shares; 2025Q1: 264 shares; 2025Q2: 249 shares; 2025Q3: 238 shares; 2025Q4: 292 shares; 2026Q1: 301 shares; 2026Q2: 538 shares 538 $229K 0.09% +237 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19 shares; 2024Q4: 21 shares; 2025Q1: 21 shares; 2025Q2: 21 shares; 2025Q3: 21 shares; 2025Q4: 46 shares; 2026Q1: 67 shares; 2026Q2: 2,407 shares 2,407 $227K 0.09% +2,340 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; 2024Q3: 94 shares; 2024Q4: 84 shares; 2025Q1: 84 shares; 2025Q2: 508 shares; 2025Q3: 721 shares; 2025Q4: 754 shares; 2026Q1: 691 shares; 2026Q2: 544 shares 544 $226K 0.09% -147 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38 shares; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 34 shares; 2025Q3: 34 shares; 2025Q4: 64 shares; 2026Q1: 74 shares; 2026Q2: 748 shares 748 $226K 0.09% +674 Timeline GVAL CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,250 shares 6,250 $225K 0.09% new Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13 shares; 2024Q4: 13 shares; 2025Q1: 13 shares; 2025Q2: 505 shares; 2025Q3: 832 shares; 2025Q4: 1,165 shares; 2026Q1: 1,525 shares; 2026Q2: 1,600 shares 1,600 $223K 0.09% +75 Timeline PBDC PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 67 shares; 2026Q2: 7,857 shares 7,857 $214K 0.09% +7,790 Timeline KRP KIMBELL RTY PARTNERS LP More: the full row for KIMBELL RTY PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,861 shares; 2024Q4: 4,664 shares; 2025Q1: 3,804 shares; 2025Q2: 4,043 shares; 2025Q3: 4,405 shares; 2025Q4: 3,726 shares; 2026Q1: 4,192 shares; 2026Q2: 14,654 shares 14,654 $213K 0.09% +10,462 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 423 shares; 2024Q4: 465 shares; 2025Q1: 465 shares; 2025Q2: 465 shares; 2025Q3: 423 shares; 2025Q4: 423 shares; 2026Q1: 423 shares; 2026Q2: 1,692 shares 1,692 $210K 0.09% +1,269 Timeline RAAX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,289 shares 5,289 $210K 0.09% new Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 108 shares; 2025Q1: 5,182 shares; 2025Q2: 5,088 shares; 2025Q3: 4,962 shares; 2025Q4: 3,940 shares; 2026Q1: 3,940 shares; 2026Q2: 3,997 shares 3,997 $201K 0.08% +57 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 923 shares; 2025Q1: 2,744 shares; 2025Q2: 2,744 shares; 2025Q3: 2,744 shares; 2025Q4: 2,744 shares; 2026Q1: 2,744 shares; 2026Q2: 3,969 shares 3,969 $201K 0.08% +1,225 Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,814 shares; 2026Q2: 15,812 shares 15,812 $200K 0.08% +4,998 Timeline XRPZ FRANKLIN XRP TRUST More: the full row for FRANKLIN XRP TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,433 shares; 2026Q2: 16,922 shares 16,922 $192K 0.08% -511 Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,967 shares; 2026Q1: 17,003 shares; 2026Q2: 14,034 shares 14,034 $156K 0.06% -2,969 Timeline FPI FARMLAND PARTNERS INC More: the full row for FARMLAND PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 480 shares; 2024Q4: 480 shares; 2025Q1: 480 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,215 shares 13,215 $128K 0.05% new Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 370,202 shares; 2024Q4: 173,756 shares; 2025Q1: 147,695 shares; 2025Q2: 168,407 shares; 2025Q3: 287,065 shares; 2025Q4: 206,947 shares; 2026Q1: 150,777 shares; 2026Q2: 11,651 shares 11,651 $122K 0.05% -139,126 Timeline ECC EAGLE POINT CR CO More: the full row for EAGLE POINT CR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,155 shares; 2024Q4: 847,871 shares; 2025Q1: 809,284 shares; 2025Q2: 508,109 shares; 2025Q3: 853,592 shares; 2025Q4: 563,306 shares; 2026Q1: 575,559 shares; 2026Q2: 22,977 shares 22,977 $85.5K 0.04% -552,582 Timeline FJET STARFIGHTERS SPACE INC More: the full row for STARFIGHTERS SPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,000 shares 10,000 $53.2K 0.02% new Timeline REI RING ENERGY INC More: the full row for RING ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,995 shares 20,995 $22.7K 0.01% new Timeline EONR EON RESOURCES INC More: the full row for EON RESOURCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,038 shares; 2026Q2: 51,222 shares 51,222 $22.6K 0.01% +27,184 Timeline NEOVW NEOVOLTA INC More: the full row for NEOVOLTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,996 shares; 2024Q4: 14,596 shares; 2025Q1: 14,596 shares; 2025Q2: 18,139 shares; 2025Q3: 15,976 shares; 2025Q4: 15,976 shares; 2026Q1: 15,776 shares; 2026Q2: 15,776 shares 15,776 $22.4K 0.01% 0 Timeline REAX THE REAL BROKERAGE INC More: the full row for THE REAL BROKERAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,850 shares; 2025Q4: 11,850 shares; 2026Q1: 11,850 shares; 2026Q2: 11,850 shares 11,850 $21.6K 0.01% 0 Timeline PRPL PURPLE INNOVATION INC More: the full row for PURPLE INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,420 shares; 2024Q4: 29,477 shares; 2025Q1: 28,652 shares; 2025Q2: 28,652 shares; 2025Q3: 43,620 shares; 2025Q4: 43,620 shares; 2026Q1: 57,612 shares; 2026Q2: 28,627 shares 28,627 $10.2K <0.01% -28,985 Timeline CLGN COLLPLANT BIOTECHNOLOGIES LT More: the full row for COLLPLANT BIOTECHNOLOGIES LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,472 shares; 2026Q1: 23,179 shares; 2026Q2: 23,179 shares 23,179 $8.09K <0.01% 0 Timeline