DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 49,224 shares; 2025Q1: 64,284 shares; 2025Q2: 78,568 shares; 2025Q3: 85,270 shares; 2025Q4: 89,595 shares; 2026Q1: 93,174 shares; 2026Q2: 103,228 shares 103,228 $7.82M 4.21% +10,054 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: not loaded; 2024Q4: 49,721 shares; 2025Q1: 49,722 shares; 2025Q2: 45,168 shares; 2025Q3: 45,244 shares; 2025Q4: 43,634 shares; 2026Q1: 41,257 shares; 2026Q2: 38,438 shares 38,438 $7.69M 4.14% -2,819 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; 2024Q3: not loaded; 2024Q4: 46,040 shares; 2025Q1: 72,490 shares; 2025Q2: 102,065 shares; 2025Q3: 114,901 shares; 2025Q4: 128,096 shares; 2026Q1: 141,051 shares; 2026Q2: 161,564 shares 161,564 $7.63M 4.11% +20,513 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: not loaded; 2024Q4: 8,167 shares; 2025Q1: 11,074 shares; 2025Q2: 14,673 shares; 2025Q3: 15,924 shares; 2025Q4: 13,922 shares; 2026Q1: 12,678 shares; 2026Q2: 54,350 shares 54,350 $6.75M 3.63% +41,672 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,511 shares; 2025Q1: 15,721 shares; 2025Q2: 20,346 shares; 2025Q3: 36,433 shares; 2025Q4: 99,023 shares; 2026Q1: 107,578 shares; 2026Q2: 123,048 shares 123,048 $6.06M 3.27% +15,470 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 53,633 shares; 2025Q3: 62,539 shares; 2025Q4: 72,897 shares; 2026Q1: 61,721 shares; 2026Q2: 88,791 shares 88,791 $6.04M 3.25% +27,070 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 100,654 shares; 2025Q1: 129,074 shares; 2025Q2: 169,911 shares; 2025Q3: 183,892 shares; 2025Q4: 188,788 shares; 2026Q1: 208,060 shares; 2026Q2: 249,853 shares 249,853 $5.57M 3% +41,793 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,305 shares; 2025Q4: 3,242 shares; 2026Q1: 5,013 shares; 2026Q2: 4,400 shares 4,400 $5.08M 2.74% -613 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 37,348 shares; 2025Q1: 49,654 shares; 2025Q2: 69,345 shares; 2025Q3: 75,516 shares; 2025Q4: 78,374 shares; 2026Q1: 90,051 shares; 2026Q2: 108,042 shares 108,042 $4.91M 2.65% +17,991 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; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 45,470 shares; 2025Q2: 46,818 shares; 2025Q3: not reported; 2025Q4: 5,820 shares; 2026Q1: 73,885 shares; 2026Q2: 85,055 shares 85,055 $4.63M 2.5% +11,170 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: not loaded; 2024Q4: 21,902 shares; 2025Q1: 20,111 shares; 2025Q2: 21,252 shares; 2025Q3: 21,329 shares; 2025Q4: 17,874 shares; 2026Q1: 17,637 shares; 2026Q2: 15,764 shares 15,764 $4.56M 2.46% -1,873 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: not loaded; 2024Q4: 12,337 shares; 2025Q1: 11,986 shares; 2025Q2: 13,216 shares; 2025Q3: 13,008 shares; 2025Q4: 10,916 shares; 2026Q1: 10,979 shares; 2026Q2: 11,476 shares 11,476 $4.05M 2.18% +497 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 56,134 shares; 2025Q3: 61,903 shares; 2025Q4: 70,076 shares; 2026Q1: 77,648 shares; 2026Q2: 86,048 shares 86,048 $3.45M 1.86% +8,400 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: not loaded; 2024Q4: 19,745 shares; 2025Q1: 22,447 shares; 2025Q2: 28,971 shares; 2025Q3: 30,621 shares; 2025Q4: 34,388 shares; 2026Q1: 35,622 shares; 2026Q2: 30,012 shares 30,012 $2.9M 1.56% -5,610 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 16,072 shares; 2025Q1: 16,192 shares; 2025Q2: 17,149 shares; 2025Q3: 17,614 shares; 2025Q4: 13,072 shares; 2026Q1: 13,031 shares; 2026Q2: 12,034 shares 12,034 $2.87M 1.54% -997 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: not loaded; 2024Q4: 2,866 shares; 2025Q1: 4,898 shares; 2025Q2: 4,559 shares; 2025Q3: 4,652 shares; 2025Q4: 4,738 shares; 2026Q1: 3,856 shares; 2026Q2: 3,625 shares 3,625 $2.71M 1.46% -231 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 41,523 shares; 2026Q2: 53,657 shares 53,657 $2.7M 1.46% +12,134 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,649 shares; 2025Q1: 9,109 shares; 2025Q2: 12,756 shares; 2025Q3: 13,966 shares; 2025Q4: 21,199 shares; 2026Q1: 25,679 shares; 2026Q2: 27,164 shares 27,164 $2.62M 1.41% +1,485 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100,265 shares; 2026Q2: 123,828 shares 123,828 $2.42M 1.31% +23,563 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 loaded; 2024Q4: 7,514 shares; 2025Q1: 21,345 shares; 2025Q2: 37,955 shares; 2025Q3: 43,328 shares; 2025Q4: 50,419 shares; 2026Q1: 55,683 shares; 2026Q2: 45,973 shares 45,973 $2.41M 1.3% -9,710 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: not loaded; 2024Q4: 8,113 shares; 2025Q1: 6,892 shares; 2025Q2: 7,213 shares; 2025Q3: 7,582 shares; 2025Q4: 7,594 shares; 2026Q1: 7,416 shares; 2026Q2: 6,025 shares 6,025 $2.25M 1.21% -1,391 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,017 shares; 2025Q4: 2,051 shares; 2026Q1: 1,801 shares; 2026Q2: 1,809 shares 1,809 $2.13M 1.14% +8 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,929 shares; 2026Q1: 39,000 shares; 2026Q2: 39,709 shares 39,709 $2.09M 1.13% +709 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,303 shares; 2025Q1: 12,513 shares; 2025Q2: 14,508 shares; 2025Q3: 12,113 shares; 2025Q4: 13,034 shares; 2026Q1: 8,206 shares; 2026Q2: 8,176 shares 8,176 $2.09M 1.12% -30 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,501 shares; 2025Q4: 6,476 shares; 2026Q1: 5,456 shares; 2026Q2: 5,457 shares 5,457 $2.04M 1.1% +1 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: not loaded; 2024Q4: 5,938 shares; 2025Q1: 7,222 shares; 2025Q2: 5,823 shares; 2025Q3: 5,834 shares; 2025Q4: 4,631 shares; 2026Q1: 8,297 shares; 2026Q2: 9,111 shares 9,111 $1.94M 1.04% +814 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: not loaded; 2024Q4: 3,686 shares; 2025Q1: 8,786 shares; 2025Q2: 4,438 shares; 2025Q3: 6,206 shares; 2025Q4: 3,709 shares; 2026Q1: 4,759 shares; 2026Q2: 4,193 shares 4,193 $1.76M 0.95% -566 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,766 shares; 2025Q1: 3,143 shares; 2025Q2: 3,145 shares; 2025Q3: 9,557 shares; 2025Q4: 8,994 shares; 2026Q1: 8,661 shares; 2026Q2: 8,656 shares 8,656 $1.64M 0.88% -5 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: not loaded; 2024Q4: 5,521 shares; 2025Q1: 4,472 shares; 2025Q2: 4,371 shares; 2025Q3: 4,396 shares; 2025Q4: 4,415 shares; 2026Q1: 4,416 shares; 2026Q2: 4,323 shares 4,323 $1.63M 0.88% -93 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,150 shares; 2025Q1: 4,650 shares; 2025Q2: 5,172 shares; 2025Q3: 5,406 shares; 2025Q4: 4,787 shares; 2026Q1: 4,887 shares; 2026Q2: 4,440 shares 4,440 $1.59M 0.85% -447 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,483 shares; 2025Q1: 14,445 shares; 2025Q2: 14,668 shares; 2025Q3: 14,435 shares; 2025Q4: 12,291 shares; 2026Q1: 11,542 shares; 2026Q2: 12,183 shares 12,183 $1.38M 0.74% +641 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 19,780 shares; 2025Q2: 30,925 shares; 2025Q3: 32,318 shares; 2025Q4: 34,510 shares; 2026Q1: 35,258 shares; 2026Q2: 36,315 shares 36,315 $1.38M 0.74% +1,057 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 loaded; 2024Q4: 1,069 shares; 2025Q1: 1,069 shares; 2025Q2: 1,079 shares; 2025Q3: 1,486 shares; 2025Q4: 1,434 shares; 2026Q1: 1,467 shares; 2026Q2: 1,112 shares 1,112 $1.33M 0.72% -355 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,075 shares; 2025Q1: 6,450 shares; 2025Q2: 11,647 shares; 2025Q3: 12,872 shares; 2025Q4: 13,797 shares; 2026Q1: 14,472 shares; 2026Q2: 15,448 shares 15,448 $1.27M 0.68% +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 loaded; 2024Q4: 955 shares; 2025Q1: 769 shares; 2025Q2: 1,005 shares; 2025Q3: 1,045 shares; 2025Q4: 1,261 shares; 2026Q1: 1,267 shares; 2026Q2: 1,187 shares 1,187 $1.26M 0.68% -80 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: not loaded; 2024Q4: 37,873 shares; 2025Q1: 45,900 shares; 2025Q2: 57,329 shares; 2025Q3: 58,379 shares; 2025Q4: 14,838 shares; 2026Q1: 14,940 shares; 2026Q2: 14,695 shares 14,695 $1.19M 0.64% -245 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,047 shares; 2025Q1: 5,065 shares; 2025Q2: 5,040 shares; 2025Q3: 4,982 shares; 2025Q4: 5,061 shares; 2026Q1: 5,135 shares; 2026Q2: 5,259 shares 5,259 $1.17M 0.63% +124 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,131 shares; 2025Q1: 4,631 shares; 2025Q2: 6,433 shares; 2025Q3: 6,683 shares; 2025Q4: 6,743 shares; 2026Q1: 6,794 shares; 2026Q2: 6,936 shares 6,936 $1.15M 0.62% +142 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,176 shares; 2026Q1: 16,769 shares; 2026Q2: 18,122 shares 18,122 $1.09M 0.59% +1,353 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 18,454 shares; 2025Q1: 16,478 shares; 2025Q2: 15,797 shares; 2025Q3: 14,483 shares; 2025Q4: 13,659 shares; 2026Q1: 12,539 shares; 2026Q2: 12,329 shares 12,329 $1.08M 0.58% -210 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 loaded; 2024Q4: 13,597 shares; 2025Q1: 15,740 shares; 2025Q2: 12,205 shares; 2025Q3: 12,077 shares; 2025Q4: 12,049 shares; 2026Q1: 11,486 shares; 2026Q2: 11,449 shares 11,449 $1.08M 0.58% -37 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,974 shares; 2025Q1: 1,930 shares; 2025Q2: 2,009 shares; 2025Q3: 2,130 shares; 2025Q4: 2,081 shares; 2026Q1: 2,072 shares; 2026Q2: 2,040 shares 2,040 $1.04M 0.56% -32 Timeline NNY NUVEEN N Y MUN VALUE FD More: the full row for NUVEEN N Y MUN VALUE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 105,440 shares; 2025Q1: 107,592 shares; 2025Q2: 112,467 shares; 2025Q3: 109,571 shares; 2025Q4: 116,732 shares; 2026Q1: 119,818 shares; 2026Q2: 117,483 shares 117,483 $1.03M 0.55% -2,335 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 loaded; 2024Q4: not reported; 2025Q1: 1,038 shares; 2025Q2: 1,413 shares; 2025Q3: 1,423 shares; 2025Q4: 1,425 shares; 2026Q1: 1,455 shares; 2026Q2: 1,480 shares 1,480 $971K 0.52% +25 Timeline IDEF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,385 shares; 2026Q2: 30,347 shares 30,347 $964K 0.52% +10,962 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: not loaded; 2024Q4: 1,815 shares; 2025Q1: 1,914 shares; 2025Q2: 2,247 shares; 2025Q3: 2,305 shares; 2025Q4: 2,003 shares; 2026Q1: 1,909 shares; 2026Q2: 1,913 shares 1,913 $957K 0.52% +4 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,926 shares; 2025Q1: 2,901 shares; 2025Q2: 2,901 shares; 2025Q3: 2,901 shares; 2025Q4: 2,299 shares; 2026Q1: 2,729 shares; 2026Q2: 2,539 shares 2,539 $866K 0.47% -190 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,245 shares; 2025Q1: 7,995 shares; 2025Q2: 7,642 shares; 2025Q3: 8,666 shares; 2025Q4: 7,039 shares; 2026Q1: 7,011 shares; 2026Q2: 6,279 shares 6,279 $858K 0.46% -732 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,435 shares; 2025Q1: 1,437 shares; 2025Q2: 1,368 shares; 2025Q3: 1,447 shares; 2025Q4: 1,430 shares; 2026Q1: 1,319 shares; 2026Q2: 1,319 shares 1,319 $837K 0.45% 0 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,240 shares; 2025Q1: 6,548 shares; 2025Q2: 9,653 shares; 2025Q3: 9,172 shares; 2025Q4: 8,169 shares; 2026Q1: 8,201 shares; 2026Q2: 8,022 shares 8,022 $830K 0.45% -179 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: not loaded; 2024Q4: 1,000 shares; 2025Q1: 1,179 shares; 2025Q2: 1,180 shares; 2025Q3: 1,180 shares; 2025Q4: 1,180 shares; 2026Q1: 1,188 shares; 2026Q2: 1,188 shares 1,188 $816K 0.44% 0 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: not loaded; 2024Q4: 1,787 shares; 2025Q1: 1,969 shares; 2025Q2: 2,039 shares; 2025Q3: 2,289 shares; 2025Q4: 2,265 shares; 2026Q1: 2,330 shares; 2026Q2: 1,062 shares 1,062 $795K 0.43% -1,268 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,943 shares; 2025Q4: 2,118 shares; 2026Q1: 2,477 shares; 2026Q2: 1,364 shares 1,364 $792K 0.43% -1,113 Timeline IALT BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 27,717 shares 27,717 $777K 0.42% new 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: not loaded; 2024Q4: 1,072 shares; 2025Q1: 1,040 shares; 2025Q2: 1,036 shares; 2025Q3: 1,042 shares; 2025Q4: 778 shares; 2026Q1: 842 shares; 2026Q2: 828 shares 828 $774K 0.42% -14 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,021 shares; 2025Q1: 4,065 shares; 2025Q2: 5,160 shares; 2025Q3: 6,471 shares; 2025Q4: 6,545 shares; 2026Q1: 6,546 shares; 2026Q2: 6,475 shares 6,475 $760K 0.41% -71 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: not loaded; 2024Q4: 2,877 shares; 2025Q1: 2,584 shares; 2025Q2: 2,752 shares; 2025Q3: 2,644 shares; 2025Q4: 2,072 shares; 2026Q1: 2,259 shares; 2026Q2: 2,274 shares 2,274 $744K 0.4% +15 Timeline NBTB NBT BANCORP INC More: the full row for NBT BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 24,452 shares; 2025Q1: 24,438 shares; 2025Q2: 18,734 shares; 2025Q3: 16,579 shares; 2025Q4: 15,152 shares; 2026Q1: 15,210 shares; 2026Q2: 15,018 shares 15,018 $741K 0.4% -192 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: not loaded; 2024Q4: 6,854 shares; 2025Q1: 6,814 shares; 2025Q2: 4,998 shares; 2025Q3: 4,708 shares; 2025Q4: 2,211 shares; 2026Q1: 2,411 shares; 2026Q2: 1,974 shares 1,974 $727K 0.39% -437 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 744 shares; 2026Q1: 744 shares; 2026Q2: 740 shares 740 $714K 0.38% -4 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 8,257 shares; 2025Q2: 8,229 shares; 2025Q3: 8,071 shares; 2025Q4: 6,117 shares; 2026Q1: 6,012 shares; 2026Q2: 5,998 shares 5,998 $714K 0.38% -14 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,102 shares; 2025Q1: 1,716 shares; 2025Q2: 2,117 shares; 2025Q3: 2,117 shares; 2025Q4: 1,785 shares; 2026Q1: 1,785 shares; 2026Q2: 1,641 shares 1,641 $699K 0.38% -144 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 21,415 shares; 2025Q1: 21,062 shares; 2025Q2: 21,381 shares; 2025Q3: 22,186 shares; 2025Q4: 5,568 shares; 2026Q1: 5,564 shares; 2026Q2: 5,407 shares 5,407 $695K 0.37% -157 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 loaded; 2024Q4: 13,190 shares; 2025Q1: 16,190 shares; 2025Q2: 11,190 shares; 2025Q3: 11,190 shares; 2025Q4: 11,690 shares; 2026Q1: 11,990 shares; 2026Q2: 12,500 shares 12,500 $668K 0.36% +510 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 6,650 shares; 2025Q2: 9,401 shares; 2025Q3: 9,467 shares; 2025Q4: 9,567 shares; 2026Q1: 9,592 shares; 2026Q2: 9,607 shares 9,607 $630K 0.34% +15 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,928 shares; 2025Q1: 3,018 shares; 2025Q2: 3,405 shares; 2025Q3: 3,870 shares; 2025Q4: 4,922 shares; 2026Q1: 5,732 shares; 2026Q2: 7,125 shares 7,125 $615K 0.33% +1,393 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,300 shares; 2025Q3: 2,300 shares; 2025Q4: 2,306 shares; 2026Q1: 1,716 shares; 2026Q2: 1,401 shares 1,401 $607K 0.33% -315 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,660 shares; 2025Q1: not reported; 2025Q2: 4,663 shares; 2025Q3: 4,764 shares; 2025Q4: 4,766 shares; 2026Q1: 4,768 shares; 2026Q2: 4,769 shares 4,769 $603K 0.32% +1 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,078 shares; 2025Q1: 8,170 shares; 2025Q2: 8,215 shares; 2025Q3: 8,559 shares; 2025Q4: 4,866 shares; 2026Q1: 2,983 shares; 2026Q2: 2,483 shares 2,483 $602K 0.32% -500 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,635 shares; 2025Q3: 1,635 shares; 2025Q4: not reported; 2026Q1: 1,635 shares; 2026Q2: 1,670 shares 1,670 $592K 0.32% +35 Timeline RFDA ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,273 shares; 2025Q1: 9,297 shares; 2025Q2: 9,318 shares; 2025Q3: 9,337 shares; 2025Q4: 9,355 shares; 2026Q1: 8,179 shares; 2026Q2: 8,195 shares 8,195 $577K 0.31% +16 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,404 shares; 2025Q1: 5,711 shares; 2025Q2: 5,869 shares; 2025Q3: 6,100 shares; 2025Q4: 2,175 shares; 2026Q1: 2,175 shares; 2026Q2: 2,262 shares 2,262 $574K 0.31% +87 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,156 shares; 2025Q4: 3,022 shares; 2026Q1: 2,719 shares; 2026Q2: 2,720 shares 2,720 $569K 0.31% +1 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,360 shares; 2026Q2: 2,361 shares 2,361 $542K 0.29% +1 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,782 shares; 2025Q2: 7,422 shares; 2025Q3: 8,472 shares; 2025Q4: 6,995 shares; 2026Q1: 7,866 shares; 2026Q2: 7,491 shares 7,491 $541K 0.29% -375 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,326 shares; 2025Q1: 2,839 shares; 2025Q2: 2,801 shares; 2025Q3: 2,970 shares; 2025Q4: 2,929 shares; 2026Q1: 2,947 shares; 2026Q2: 3,202 shares 3,202 $531K 0.29% +255 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,443 shares; 2025Q1: 9,625 shares; 2025Q2: 9,176 shares; 2025Q3: 10,595 shares; 2025Q4: 9,179 shares; 2026Q1: 9,178 shares; 2026Q2: 9,200 shares 9,200 $530K 0.29% +22 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; 2024Q3: not loaded; 2024Q4: 2,118 shares; 2025Q1: 2,167 shares; 2025Q2: 3,734 shares; 2025Q3: 3,604 shares; 2025Q4: 2,149 shares; 2026Q1: 1,899 shares; 2026Q2: 1,814 shares 1,814 $518K 0.28% -85 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,968 shares; 2025Q4: not reported; 2026Q1: 4,756 shares; 2026Q2: 3,693 shares 3,693 $516K 0.28% -1,063 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,438 shares; 2025Q1: 5,523 shares; 2025Q2: 5,026 shares; 2025Q3: 4,785 shares; 2025Q4: 3,750 shares; 2026Q1: 3,753 shares; 2026Q2: 3,666 shares 3,666 $513K 0.28% -87 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,220 shares; 2025Q1: 11,070 shares; 2025Q2: 10,465 shares; 2025Q3: 13,816 shares; 2025Q4: 12,460 shares; 2026Q1: 11,876 shares; 2026Q2: 12,114 shares 12,114 $513K 0.28% +238 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: not loaded; 2024Q4: 26,511 shares; 2025Q1: 30,740 shares; 2025Q2: 23,419 shares; 2025Q3: 8,507 shares; 2025Q4: 7,885 shares; 2026Q1: 8,052 shares; 2026Q2: 14,018 shares 14,018 $512K 0.28% +5,966 Timeline GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 86,084 shares; 2025Q1: 86,084 shares; 2025Q2: 86,084 shares; 2025Q3: 86,084 shares; 2025Q4: 86,084 shares; 2026Q1: 86,084 shares; 2026Q2: 86,084 shares 86,084 $487K 0.26% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,905 shares; 2025Q4: 2,887 shares; 2026Q1: 2,025 shares; 2026Q2: 2,025 shares 2,025 $482K 0.26% 0 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,083 shares; 2025Q1: 6,079 shares; 2025Q2: 5,348 shares; 2025Q3: 5,329 shares; 2025Q4: 3,275 shares; 2026Q1: 3,285 shares; 2026Q2: 3,297 shares 3,297 $482K 0.26% +12 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,869 shares; 2025Q1: 8,943 shares; 2025Q2: 8,619 shares; 2025Q3: 8,685 shares; 2025Q4: 9,001 shares; 2026Q1: 8,900 shares; 2026Q2: 8,957 shares 8,957 $481K 0.26% +57 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,965 shares; 2025Q1: 1,956 shares; 2025Q2: 2,071 shares; 2025Q3: 2,073 shares; 2025Q4: 1,529 shares; 2026Q1: 1,554 shares; 2026Q2: 1,354 shares 1,354 $477K 0.26% -200 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; 2024Q3: not loaded; 2024Q4: 6,400 shares; 2025Q1: 6,500 shares; 2025Q2: 12,765 shares; 2025Q3: 12,765 shares; 2025Q4: 12,565 shares; 2026Q1: 12,115 shares; 2026Q2: 9,065 shares 9,065 $474K 0.26% -3,050 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,480 shares; 2025Q2: 3,805 shares; 2025Q3: 4,155 shares; 2025Q4: 4,334 shares; 2026Q1: 4,169 shares; 2026Q2: 4,027 shares 4,027 $470K 0.25% -142 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,430 shares; 2025Q1: 4,902 shares; 2025Q2: 5,372 shares; 2025Q3: 5,304 shares; 2025Q4: 5,597 shares; 2026Q1: 5,759 shares; 2026Q2: 5,777 shares 5,777 $470K 0.25% +18 Timeline ICOW 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: not loaded; 2024Q4: 45,271 shares; 2025Q1: 46,036 shares; 2025Q2: 10,321 shares; 2025Q3: 10,723 shares; 2025Q4: 10,914 shares; 2026Q1: 11,156 shares; 2026Q2: 11,175 shares 11,175 $465K 0.25% +19 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 65,044 shares; 2025Q1: 64,646 shares; 2025Q2: 65,400 shares; 2025Q3: 63,285 shares; 2025Q4: 19,336 shares; 2026Q1: 19,788 shares; 2026Q2: 19,135 shares 19,135 $461K 0.25% -653 Timeline FFEB 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 loaded; 2024Q4: 7,865 shares; 2025Q1: 7,685 shares; 2025Q2: 7,585 shares; 2025Q3: 7,585 shares; 2025Q4: 7,585 shares; 2026Q1: 7,585 shares; 2026Q2: 7,540 shares 7,540 $460K 0.25% -45 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: not loaded; 2024Q4: 1,887 shares; 2025Q1: 1,739 shares; 2025Q2: 1,792 shares; 2025Q3: 1,594 shares; 2025Q4: 1,881 shares; 2026Q1: 1,912 shares; 2026Q2: 1,506 shares 1,506 $452K 0.24% -406 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,605 shares; 2026Q1: 7,240 shares; 2026Q2: 5,972 shares 5,972 $451K 0.24% -1,268 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,739 shares; 2025Q1: 2,406 shares; 2025Q2: 3,750 shares; 2025Q3: 4,917 shares; 2025Q4: 4,712 shares; 2026Q1: 4,570 shares; 2026Q2: 4,579 shares 4,579 $450K 0.24% +9 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,750 shares; 2025Q1: 1,752 shares; 2025Q2: 1,620 shares; 2025Q3: 1,620 shares; 2025Q4: 1,464 shares; 2026Q1: 1,459 shares; 2026Q2: 1,305 shares 1,305 $448K 0.24% -154 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,124 shares; 2025Q1: 4,124 shares; 2025Q2: 4,127 shares; 2025Q3: 4,127 shares; 2025Q4: 3,961 shares; 2026Q1: 3,961 shares; 2026Q2: 3,962 shares 3,962 $445K 0.24% +1 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,739 shares; 2025Q1: 1,913 shares; 2025Q2: 1,384 shares; 2025Q3: 1,722 shares; 2025Q4: 1,702 shares; 2026Q1: 1,747 shares; 2026Q2: 1,761 shares 1,761 $443K 0.24% +14 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 25,143 shares; 2025Q1: 24,294 shares; 2025Q2: 24,221 shares; 2025Q3: 25,074 shares; 2025Q4: 26,950 shares; 2026Q1: 29,481 shares; 2026Q2: 31,861 shares 31,861 $441K 0.24% +2,380 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: not loaded; 2024Q4: 842 shares; 2025Q1: 842 shares; 2025Q2: 767 shares; 2025Q3: 763 shares; 2025Q4: 771 shares; 2026Q1: 756 shares; 2026Q2: 594 shares 594 $437K 0.24% -162 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,250 shares; 2025Q1: 1,220 shares; 2025Q2: 1,259 shares; 2025Q3: 1,271 shares; 2025Q4: 1,223 shares; 2026Q1: 1,192 shares; 2026Q2: 1,206 shares 1,206 $437K 0.24% +14 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 667 shares; 2025Q1: 667 shares; 2025Q2: 667 shares; 2025Q3: 422 shares; 2025Q4: 422 shares; 2026Q1: 422 shares; 2026Q2: 378 shares 378 $428K 0.23% -44 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,645 shares; 2025Q1: 1,665 shares; 2025Q2: 1,709 shares; 2025Q3: 1,629 shares; 2025Q4: 1,629 shares; 2026Q1: 1,629 shares; 2026Q2: 1,609 shares 1,609 $424K 0.23% -20 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,205 shares; 2025Q1: 2,192 shares; 2025Q2: 2,285 shares; 2025Q3: 2,334 shares; 2025Q4: 1,834 shares; 2026Q1: 1,835 shares; 2026Q2: 1,452 shares 1,452 $408K 0.22% -383 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,898 shares; 2025Q1: 1,161 shares; 2025Q2: 874 shares; 2025Q3: 1,427 shares; 2025Q4: 1,430 shares; 2026Q1: 1,497 shares; 2026Q2: 1,503 shares 1,503 $406K 0.22% +6 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: not loaded; 2024Q4: 6,912 shares; 2025Q1: 6,711 shares; 2025Q2: 6,901 shares; 2025Q3: 6,972 shares; 2025Q4: 7,284 shares; 2026Q1: 7,120 shares; 2026Q2: 7,099 shares 7,099 $401K 0.22% -21 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: not loaded; 2024Q4: 799 shares; 2025Q1: 553 shares; 2025Q2: 1,122 shares; 2025Q3: 1,119 shares; 2025Q4: 1,062 shares; 2026Q1: 1,054 shares; 2026Q2: 691 shares 691 $389K 0.21% -363 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,389 shares; 2025Q1: not reported; 2025Q2: 2,607 shares; 2025Q3: 2,824 shares; 2025Q4: 2,911 shares; 2026Q1: 3,012 shares; 2026Q2: 3,012 shares 3,012 $381K 0.21% 0 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,219 shares 2,219 $379K 0.2% new Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,535 shares; 2025Q1: not reported; 2025Q2: 1,378 shares; 2025Q3: 1,378 shares; 2025Q4: 1,378 shares; 2026Q1: 1,378 shares; 2026Q2: 974 shares 974 $375K 0.2% -404 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; 2024Q3: not loaded; 2024Q4: 2,461 shares; 2025Q1: 2,237 shares; 2025Q2: 2,430 shares; 2025Q3: 2,386 shares; 2025Q4: 2,367 shares; 2026Q1: 2,507 shares; 2026Q2: 2,512 shares 2,512 $368K 0.2% +5 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; 2024Q3: not loaded; 2024Q4: 6,225 shares; 2025Q1: 6,070 shares; 2025Q2: 5,970 shares; 2025Q3: 6,035 shares; 2025Q4: 6,035 shares; 2026Q1: 6,035 shares; 2026Q2: 6,068 shares 6,068 $364K 0.2% +33 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,642 shares; 2025Q1: 4,642 shares; 2025Q2: 4,656 shares; 2025Q3: 4,931 shares; 2025Q4: 4,431 shares; 2026Q1: 3,931 shares; 2026Q2: 3,937 shares 3,937 $361K 0.19% +6 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 563 shares; 2025Q1: 563 shares; 2025Q2: 563 shares; 2025Q3: 563 shares; 2025Q4: 563 shares; 2026Q1: 563 shares; 2026Q2: 473 shares 473 $357K 0.19% -90 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; 2024Q3: not loaded; 2024Q4: 1,277 shares; 2025Q1: 1,427 shares; 2025Q2: 1,628 shares; 2025Q3: 1,663 shares; 2025Q4: 1,629 shares; 2026Q1: 1,429 shares; 2026Q2: 1,430 shares 1,430 $355K 0.19% +1 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,565 shares; 2025Q1: 1,575 shares; 2025Q2: 1,530 shares; 2025Q3: 1,530 shares; 2025Q4: 1,530 shares; 2026Q1: 1,497 shares; 2026Q2: 1,497 shares 1,497 $354K 0.19% 0 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,484 shares; 2026Q2: 1,484 shares 1,484 $353K 0.19% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,576 shares; 2025Q1: 2,577 shares; 2025Q2: 2,580 shares; 2025Q3: 3,289 shares; 2025Q4: 3,277 shares; 2026Q1: 3,279 shares; 2026Q2: 3,260 shares 3,260 $339K 0.18% -19 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,283 shares; 2025Q1: 9,288 shares; 2025Q2: 9,295 shares; 2025Q3: 9,301 shares; 2025Q4: 9,309 shares; 2026Q1: 9,266 shares; 2026Q2: 9,171 shares 9,171 $337K 0.18% -95 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 400 shares 400 $336K 0.18% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,631 shares; 2025Q3: 4,730 shares; 2025Q4: 4,796 shares; 2026Q1: 4,297 shares; 2026Q2: 3,687 shares 3,687 $331K 0.18% -610 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,570 shares; 2025Q4: 4,658 shares; 2026Q1: 4,689 shares; 2026Q2: 6,673 shares 6,673 $331K 0.18% +1,984 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,210 shares; 2025Q1: 1,314 shares; 2025Q2: 1,144 shares; 2025Q3: 1,052 shares; 2025Q4: 1,052 shares; 2026Q1: 1,052 shares; 2026Q2: 1,041 shares 1,041 $330K 0.18% -11 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,898 shares; 2025Q1: 10,239 shares; 2025Q2: 10,076 shares; 2025Q3: 17,722 shares; 2025Q4: 16,366 shares; 2026Q1: 14,686 shares; 2026Q2: 15,559 shares 15,559 $322K 0.17% +873 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,244 shares; 2026Q1: 4,376 shares; 2026Q2: 5,115 shares 5,115 $322K 0.17% +739 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,575 shares; 2025Q1: 6,611 shares; 2025Q2: 6,648 shares; 2025Q3: 6,686 shares; 2025Q4: 6,725 shares; 2026Q1: 6,761 shares; 2026Q2: 6,799 shares 6,799 $317K 0.17% +38 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,093 shares; 2025Q1: 2,033 shares; 2025Q2: 2,033 shares; 2025Q3: 2,033 shares; 2025Q4: 1,990 shares; 2026Q1: 1,990 shares; 2026Q2: 1,990 shares 1,990 $314K 0.17% 0 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,813 shares; 2025Q1: 3,782 shares; 2025Q2: 4,212 shares; 2025Q3: 3,395 shares; 2025Q4: 6,793 shares; 2026Q1: 6,021 shares; 2026Q2: 6,785 shares 6,785 $308K 0.17% +764 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,450 shares; 2025Q1: 12,457 shares; 2025Q2: 15,666 shares; 2025Q3: 15,174 shares; 2025Q4: 16,184 shares; 2026Q1: 16,394 shares; 2026Q2: 16,009 shares 16,009 $306K 0.16% -385 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,240 shares; 2026Q1: 1,242 shares; 2026Q2: 1,369 shares 1,369 $305K 0.16% +127 Timeline DRAM ROUNDHILL ETF TRUST More: the full row for ROUNDHILL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,090 shares 4,090 $302K 0.16% new Timeline RIOT RIOT PLATFORMS INC More: the full row for RIOT PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,000 shares; 2026Q2: 11,000 shares 11,000 $301K 0.16% 0 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,010 shares 1,010 $301K 0.16% new Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,127 shares; 2025Q4: 4,140 shares; 2026Q1: 4,240 shares; 2026Q2: 3,991 shares 3,991 $299K 0.16% -249 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,169 shares; 2025Q1: 3,181 shares; 2025Q2: 3,194 shares; 2025Q3: 3,206 shares; 2025Q4: 3,045 shares; 2026Q1: 3,056 shares; 2026Q2: 3,067 shares 3,067 $294K 0.16% +11 Timeline FLQL FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,665 shares; 2025Q1: 4,672 shares; 2025Q2: 3,922 shares; 2025Q3: 3,940 shares; 2025Q4: 3,952 shares; 2026Q1: 3,960 shares; 2026Q2: 3,705 shares 3,705 $290K 0.16% -255 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 20,449 shares; 2025Q1: 20,133 shares; 2025Q2: 20,934 shares; 2025Q3: 21,825 shares; 2025Q4: 5,626 shares; 2026Q1: 5,704 shares; 2026Q2: 5,045 shares 5,045 $287K 0.15% -659 Timeline FCOM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,750 shares; 2025Q1: 4,179 shares; 2025Q2: 4,181 shares; 2025Q3: 4,181 shares; 2025Q4: 4,182 shares; 2026Q1: 4,183 shares; 2026Q2: 4,126 shares 4,126 $287K 0.15% -57 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: not loaded; 2024Q4: 11,632 shares; 2025Q1: 12,611 shares; 2025Q2: 5,790 shares; 2025Q3: 5,790 shares; 2025Q4: 5,690 shares; 2026Q1: 5,690 shares; 2026Q2: 5,635 shares 5,635 $285K 0.15% -55 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,952 shares; 2026Q2: 1,916 shares 1,916 $277K 0.15% -36 Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,145 shares; 2025Q4: 1,145 shares; 2026Q1: 1,145 shares; 2026Q2: 1,128 shares 1,128 $276K 0.15% -17 Timeline UFO PROCURE ETF TRUST II More: the full row for PROCURE ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,375 shares 5,375 $272K 0.15% new Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,431 shares; 2026Q1: 1,271 shares; 2026Q2: 1,256 shares 1,256 $272K 0.15% -15 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,162 shares; 2026Q2: 2,463 shares 2,463 $270K 0.15% +301 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,122 shares; 2025Q1: 9,160 shares; 2025Q2: 8,744 shares; 2025Q3: 8,793 shares; 2025Q4: 8,555 shares; 2026Q1: 8,574 shares; 2026Q2: 8,613 shares 8,613 $263K 0.14% +39 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 785 shares; 2025Q4: 786 shares; 2026Q1: 801 shares; 2026Q2: 809 shares 809 $254K 0.14% +8 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 352 shares 352 $254K 0.14% new Timeline AIPO 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,600 shares 7,600 $254K 0.14% new 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; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,028 shares 5,028 $253K 0.14% new Timeline FIXD 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 loaded; 2024Q4: 7,274 shares; 2025Q1: 6,381 shares; 2025Q2: 6,303 shares; 2025Q3: 6,319 shares; 2025Q4: 6,178 shares; 2026Q1: 5,883 shares; 2026Q2: 5,771 shares 5,771 $252K 0.14% -112 Timeline DK DELEK US HLDGS INC NEW More: the full row for DELEK US HLDGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,885 shares 4,885 $248K 0.13% new Timeline FSIG 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 loaded; 2024Q4: 14,425 shares; 2025Q1: 13,350 shares; 2025Q2: 13,850 shares; 2025Q3: 13,948 shares; 2025Q4: 13,768 shares; 2026Q1: 13,368 shares; 2026Q2: 13,106 shares 13,106 $247K 0.13% -262 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; 2024Q3: not loaded; 2024Q4: 4,725 shares; 2025Q1: 4,545 shares; 2025Q2: 4,415 shares; 2025Q3: 45,845 shares; 2025Q4: 44,605 shares; 2026Q1: 4,415 shares; 2026Q2: 4,370 shares 4,370 $247K 0.13% -45 Timeline FPEI 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; 2024Q3: not loaded; 2024Q4: 12,755 shares; 2025Q1: 12,045 shares; 2025Q2: 12,545 shares; 2025Q3: 12,743 shares; 2025Q4: 12,743 shares; 2026Q1: 12,743 shares; 2026Q2: 12,743 shares 12,743 $246K 0.13% 0 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,959 shares; 2025Q1: not reported; 2025Q2: 2,625 shares; 2025Q3: 2,459 shares; 2025Q4: 2,679 shares; 2026Q1: 2,680 shares; 2026Q2: 2,660 shares 2,660 $245K 0.13% -20 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,270 shares; 2025Q1: 6,620 shares; 2025Q2: 7,870 shares; 2025Q3: 9,020 shares; 2025Q4: 6,239 shares; 2026Q1: 6,869 shares; 2026Q2: 5,350 shares 5,350 $244K 0.13% -1,519 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,503 shares; 2025Q3: 5,612 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,405 shares 5,405 $240K 0.13% new Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,970 shares; 2025Q1: 2,795 shares; 2025Q2: 2,690 shares; 2025Q3: 2,690 shares; 2025Q4: 2,690 shares; 2026Q1: not reported; 2026Q2: 2,640 shares 2,640 $236K 0.13% new Timeline EUV CORGI ETF TR I More: the full row for CORGI ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,300 shares 7,300 $233K 0.13% new Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,063 shares; 2025Q1: 2,565 shares; 2025Q2: 2,488 shares; 2025Q3: 2,132 shares; 2025Q4: 1,808 shares; 2026Q1: 1,574 shares; 2026Q2: 1,463 shares 1,463 $232K 0.13% -111 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,648 shares 6,648 $230K 0.12% new Timeline BDC BELDEN INC More: the full row for BELDEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,980 shares; 2025Q1: not reported; 2025Q2: 1,940 shares; 2025Q3: 1,940 shares; 2025Q4: 1,940 shares; 2026Q1: 1,940 shares; 2026Q2: 1,918 shares 1,918 $230K 0.12% -22 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,687 shares; 2025Q1: 1,787 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,475 shares; 2026Q1: 1,650 shares; 2026Q2: 1,235 shares 1,235 $229K 0.12% -415 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 100 shares 100 $227K 0.12% new Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,545 shares; 2026Q2: 1,523 shares 1,523 $226K 0.12% -22 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,176 shares 1,176 $224K 0.12% new Timeline FAX ABRDN ASIA PACIFIC INCOME FU More: the full row for ABRDN ASIA PACIFIC INCOME FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 10,172 shares; 2025Q2: 13,229 shares; 2025Q3: 14,881 shares; 2025Q4: 15,365 shares; 2026Q1: 14,980 shares; 2026Q2: 15,170 shares 15,170 $223K 0.12% +190 Timeline FFLG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,432 shares 6,432 $223K 0.12% new Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 855 shares; 2026Q2: 855 shares 855 $223K 0.12% 0 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: not loaded; 2024Q4: 9,324 shares; 2025Q1: 16,580 shares; 2025Q2: 16,952 shares; 2025Q3: 16,869 shares; 2025Q4: 15,169 shares; 2026Q1: 4,304 shares; 2026Q2: 4,337 shares 4,337 $219K 0.12% +33 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,886 shares; 2025Q1: 4,994 shares; 2025Q2: not reported; 2025Q3: 4,181 shares; 2025Q4: 2,443 shares; 2026Q1: 2,572 shares; 2026Q2: 2,212 shares 2,212 $213K 0.11% -360 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 712 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 540 shares 540 $213K 0.11% new Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,500 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,130 shares 2,130 $212K 0.11% new Timeline RFCI ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 8,985 shares; 2025Q2: 9,086 shares; 2025Q3: not reported; 2025Q4: 9,296 shares; 2026Q1: 9,396 shares; 2026Q2: 9,502 shares 9,502 $212K 0.11% +106 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 562 shares 562 $208K 0.11% new Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,609 shares 2,609 $202K 0.11% new Timeline PGF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,200 shares; 2025Q4: 12,500 shares; 2026Q1: 12,500 shares; 2026Q2: 12,500 shares 12,500 $171K 0.09% 0 Timeline CHW CALAMOS GBL DYN INCOME FUND More: the full row for CALAMOS GBL DYN INCOME FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $89.1K 0.05% 0 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 11,113 shares; 2025Q2: not reported; 2025Q3: 12,429 shares; 2025Q4: 10,380 shares; 2026Q1: 10,538 shares; 2026Q2: 10,794 shares 10,794 $85.1K 0.05% +256 Timeline GROY GOLD ROYALTY CORP More: the full row for GOLD ROYALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 10,055 shares; 2025Q2: not reported; 2025Q3: 10,055 shares; 2025Q4: 10,055 shares; 2026Q1: 10,055 shares; 2026Q2: 10,055 shares 10,055 $27.8K 0.01% 0 Timeline TRX TRX GOLD CORPORATION More: the full row for TRX GOLD CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 16,750 shares; 2025Q2: not reported; 2025Q3: 18,750 shares; 2025Q4: 18,750 shares; 2026Q1: 18,750 shares; 2026Q2: 18,750 shares 18,750 $15.5K 0.01% 0 Timeline