IWY 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: 41,837 shares; 2025Q1: 73,183 shares; 2025Q2: 94,037 shares; 2025Q3: 100,691 shares; 2025Q4: 109,527 shares; 2026Q1: 132,322 shares; 2026Q2: 140,725 shares 140,725 $40.9M 10.93% +8,403 Timeline IWX 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: 74,250 shares; 2025Q1: 129,588 shares; 2025Q2: 159,915 shares; 2025Q3: 178,356 shares; 2025Q4: 193,770 shares; 2026Q1: 228,555 shares; 2026Q2: 249,969 shares 249,969 $26.3M 7.03% +21,414 Timeline SCEC CAPITOL SER TR More: the full row for CAPITOL SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 468,682 shares; 2025Q3: 534,329 shares; 2025Q4: 579,107 shares; 2026Q1: 762,957 shares; 2026Q2: 896,531 shares 896,531 $22.4M 6% +133,574 Timeline BUFF 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: not loaded; 2024Q4: not reported; 2025Q1: 172,791 shares; 2025Q2: 225,885 shares; 2025Q3: 233,094 shares; 2025Q4: 266,849 shares; 2026Q1: 336,877 shares; 2026Q2: 371,319 shares 371,319 $19.6M 5.23% +34,442 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 57,568 shares; 2025Q1: 112,689 shares; 2025Q2: 127,129 shares; 2025Q3: 135,177 shares; 2025Q4: 144,065 shares; 2026Q1: 160,908 shares; 2026Q2: 171,963 shares 171,963 $13.2M 3.52% +11,055 Timeline IWS 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: 20,390 shares; 2025Q1: 36,228 shares; 2025Q2: 56,613 shares; 2025Q3: 61,237 shares; 2025Q4: 66,557 shares; 2026Q1: 76,894 shares; 2026Q2: 77,276 shares 77,276 $12.7M 3.4% +382 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 30,728 shares; 2025Q1: 56,265 shares; 2025Q2: 70,689 shares; 2025Q3: 76,808 shares; 2025Q4: 83,165 shares; 2026Q1: 94,310 shares; 2026Q2: 94,973 shares 94,973 $11.8M 3.16% +663 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: 24,627 shares; 2025Q1: 33,814 shares; 2025Q2: 39,529 shares; 2025Q3: 37,291 shares; 2025Q4: 37,937 shares; 2026Q1: 38,526 shares; 2026Q2: 39,585 shares 39,585 $11.5M 3.06% +1,059 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: 60,058 shares; 2025Q1: 91,512 shares; 2025Q2: 115,956 shares; 2025Q3: 117,334 shares; 2025Q4: 112,495 shares; 2026Q1: 123,121 shares; 2026Q2: 137,841 shares 137,841 $10.4M 2.78% +14,720 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN 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: 178,203 shares; 2026Q1: 207,963 shares; 2026Q2: 206,411 shares 206,411 $10.4M 2.77% -1,552 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: not loaded; 2024Q4: 41,641 shares; 2025Q1: 72,186 shares; 2025Q2: 77,691 shares; 2025Q3: 86,029 shares; 2025Q4: 94,658 shares; 2026Q1: 111,442 shares; 2026Q2: 119,829 shares 119,829 $9.93M 2.65% +8,387 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 82,344 shares; 2026Q1: 100,819 shares; 2026Q2: 110,312 shares 110,312 $8.51M 2.27% +9,493 Timeline SCNM STERLING CAP FDS More: the full row for STERLING CAP 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: 290,988 shares; 2026Q2: 307,572 shares 307,572 $7.74M 2.07% +16,584 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13,020 shares; 2025Q1: 20,363 shares; 2025Q2: 28,756 shares; 2025Q3: 45,422 shares; 2025Q4: 49,293 shares; 2026Q1: 57,906 shares; 2026Q2: 60,828 shares 60,828 $7.39M 1.97% +2,922 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: 23,694 shares; 2025Q1: 24,582 shares; 2025Q2: 29,017 shares; 2025Q3: 42,025 shares; 2025Q4: 33,918 shares; 2026Q1: 35,847 shares; 2026Q2: 36,447 shares 36,447 $7.29M 1.95% +600 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 loaded; 2024Q4: 41,630 shares; 2025Q1: 50,886 shares; 2025Q2: 65,200 shares; 2025Q3: 66,974 shares; 2025Q4: 69,212 shares; 2026Q1: 80,131 shares; 2026Q2: 82,019 shares 82,019 $7.09M 1.89% +1,888 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 166,208 shares; 2025Q1: 266,972 shares; 2025Q2: 321,692 shares; 2025Q3: 324,214 shares; 2025Q4: 335,156 shares; 2026Q1: 369,241 shares; 2026Q2: 362,648 shares 362,648 $6.06M 1.62% -6,593 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,407 shares 8,407 $5.51M 1.47% new Timeline COWZ 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: not reported; 2025Q1: 39,169 shares; 2025Q2: 50,277 shares; 2025Q3: 52,149 shares; 2025Q4: 63,007 shares; 2026Q1: 77,118 shares; 2026Q2: 86,052 shares 86,052 $5.35M 1.43% +8,934 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: 13,646 shares; 2025Q1: 15,447 shares; 2025Q2: 17,443 shares; 2025Q3: 20,339 shares; 2025Q4: 20,366 shares; 2026Q1: 20,658 shares; 2026Q2: 20,560 shares 20,560 $4.9M 1.31% -98 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 71,004 shares; 2025Q1: 82,109 shares; 2025Q2: 97,749 shares; 2025Q3: 99,118 shares; 2025Q4: 97,935 shares; 2026Q1: 103,241 shares; 2026Q2: 99,359 shares 99,359 $4.86M 1.3% -3,882 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: 41,112 shares; 2025Q1: 66,124 shares; 2025Q2: 80,401 shares; 2025Q3: 81,417 shares; 2025Q4: 80,067 shares; 2026Q1: 87,814 shares; 2026Q2: 85,004 shares 85,004 $4.8M 1.28% -2,810 Timeline IWP 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: 13,476 shares; 2025Q1: 22,432 shares; 2025Q2: 25,138 shares; 2025Q3: 14,212 shares; 2025Q4: 16,261 shares; 2026Q1: 24,191 shares; 2026Q2: 28,562 shares 28,562 $4.18M 1.12% +4,371 Timeline SCEP STERLING CAP FDS More: the full row for STERLING CAP 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: 163,093 shares; 2026Q2: 159,232 shares 159,232 $3.98M 1.06% -3,861 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR 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: 40,734 shares; 2026Q2: 45,650 shares 45,650 $3.9M 1.04% +4,916 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: 6,678 shares; 2025Q1: 7,222 shares; 2025Q2: 9,033 shares; 2025Q3: 9,701 shares; 2025Q4: 10,051 shares; 2026Q1: 9,929 shares; 2026Q2: 10,033 shares 10,033 $3.74M 1% +104 Timeline DJUL 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: 63,784 shares; 2025Q1: 83,471 shares; 2025Q2: 86,702 shares; 2025Q3: 76,907 shares; 2025Q4: 73,159 shares; 2026Q1: 73,517 shares; 2026Q2: 73,130 shares 73,130 $3.67M 0.98% -387 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: 6,661 shares; 2025Q1: 8,513 shares; 2025Q2: 10,193 shares; 2025Q3: 10,252 shares; 2025Q4: 9,586 shares; 2026Q1: 10,082 shares; 2026Q2: 10,184 shares 10,184 $3.64M 0.97% +102 Timeline TUA 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 loaded; 2024Q4: 92,195 shares; 2025Q1: 111,427 shares; 2025Q2: 149,986 shares; 2025Q3: 156,466 shares; 2025Q4: 153,042 shares; 2026Q1: 163,258 shares; 2026Q2: 170,572 shares 170,572 $3.48M 0.93% +7,314 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,631 shares; 2025Q1: 16,897 shares; 2025Q2: 25,958 shares; 2025Q3: 26,802 shares; 2025Q4: 30,870 shares; 2026Q1: 39,184 shares; 2026Q2: 43,079 shares 43,079 $3.4M 0.91% +3,895 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: 2,000 shares; 2025Q1: 6,427 shares; 2025Q2: 5,744 shares; 2025Q3: 4,870 shares; 2025Q4: 4,309 shares; 2026Q1: 4,360 shares; 2026Q2: 4,922 shares 4,922 $3.38M 0.9% +562 Timeline SCMC STERLING CAP FDS More: the full row for STERLING CAP 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: 118,251 shares; 2026Q2: 131,825 shares 131,825 $3.31M 0.89% +13,574 Timeline DFEB 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: 54,024 shares; 2025Q1: 68,267 shares; 2025Q2: 70,543 shares; 2025Q3: 69,927 shares; 2025Q4: 68,120 shares; 2026Q1: 65,363 shares; 2026Q2: 65,247 shares 65,247 $3.29M 0.88% -116 Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,233 shares; 2025Q1: 12,619 shares; 2025Q2: 16,140 shares; 2025Q3: 16,535 shares; 2025Q4: 18,928 shares; 2026Q1: 24,630 shares; 2026Q2: 25,542 shares 25,542 $3.12M 0.83% +912 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: 33,450 shares; 2025Q1: 61,560 shares; 2025Q2: 71,562 shares; 2025Q3: 66,679 shares; 2025Q4: 60,164 shares; 2026Q1: 49,080 shares; 2026Q2: 34,487 shares 34,487 $3.03M 0.81% -14,593 Timeline DSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 38,316 shares; 2025Q1: 55,005 shares; 2025Q2: 68,246 shares; 2025Q3: 56,704 shares; 2025Q4: 56,548 shares; 2026Q1: 56,445 shares; 2026Q2: 55,849 shares 55,849 $2.65M 0.71% -596 Timeline SIXD AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 18,376 shares; 2025Q1: 25,330 shares; 2025Q2: 27,577 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 78,906 shares 78,906 $2.43M 0.65% new Timeline MAYW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 68,766 shares 68,766 $2.39M 0.64% new 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: 3,369 shares; 2025Q1: 3,816 shares; 2025Q2: 4,582 shares; 2025Q3: 4,820 shares; 2025Q4: 5,218 shares; 2026Q1: 4,994 shares; 2026Q2: 6,125 shares 6,125 $2.31M 0.62% +1,131 Timeline ONEZ ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 8,577 shares; 2025Q2: 31,156 shares; 2025Q3: 53,433 shares; 2025Q4: 50,317 shares; 2026Q1: 37,580 shares; 2026Q2: 77,154 shares 77,154 $2.13M 0.57% +39,574 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: 2,092 shares; 2025Q1: 3,165 shares; 2025Q2: 4,584 shares; 2025Q3: 4,540 shares; 2025Q4: 4,584 shares; 2026Q1: 4,662 shares; 2026Q2: 4,619 shares 4,619 $1.94M 0.52% -43 Timeline DGRS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 14,496 shares; 2025Q2: 17,214 shares; 2025Q3: 17,964 shares; 2025Q4: 23,710 shares; 2026Q1: 28,328 shares; 2026Q2: 31,831 shares 31,831 $1.89M 0.5% +3,503 Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 35,056 shares; 2025Q1: 35,056 shares; 2025Q2: 35,056 shares; 2025Q3: 35,056 shares; 2025Q4: 35,056 shares; 2026Q1: 35,056 shares; 2026Q2: 35,056 shares 35,056 $1.77M 0.47% 0 Timeline DAUG 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: 31,438 shares; 2025Q1: 47,591 shares; 2025Q2: 44,389 shares; 2025Q3: 40,698 shares; 2025Q4: 37,714 shares; 2026Q1: 37,583 shares; 2026Q2: 37,090 shares 37,090 $1.74M 0.46% -493 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,314 shares; 2025Q1: 7,115 shares; 2025Q2: 7,920 shares; 2025Q3: 6,204 shares; 2025Q4: 4,366 shares; 2026Q1: 4,365 shares; 2026Q2: 4,357 shares 4,357 $1.61M 0.43% -8 Timeline GJAN 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: 41,921 shares; 2025Q1: 39,373 shares; 2025Q2: 39,939 shares; 2025Q3: 39,932 shares; 2025Q4: 35,295 shares; 2026Q1: 35,295 shares; 2026Q2: 34,828 shares 34,828 $1.57M 0.42% -467 Timeline JUNW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 42,683 shares 42,683 $1.47M 0.39% new 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: 1,573 shares; 2025Q1: 2,079 shares; 2025Q2: 2,635 shares; 2025Q3: 2,725 shares; 2025Q4: 2,752 shares; 2026Q1: 2,799 shares; 2026Q2: 2,580 shares 2,580 $1.45M 0.39% -219 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: 4,699 shares; 2025Q1: 4,131 shares; 2025Q2: 4,271 shares; 2025Q3: 4,372 shares; 2025Q4: 4,530 shares; 2026Q1: 4,198 shares; 2026Q2: 4,103 shares 4,103 $1.45M 0.39% -95 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: 47,263 shares; 2025Q1: 75,792 shares; 2025Q2: 89,268 shares; 2025Q3: 89,939 shares; 2025Q4: 77,312 shares; 2026Q1: 23,520 shares; 2026Q2: 24,467 shares 24,467 $1.31M 0.35% +947 Timeline MAYT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 32,732 shares 32,732 $1.28M 0.34% new Timeline PMAR 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: not loaded; 2024Q4: 25,205 shares; 2025Q1: 25,205 shares; 2025Q2: 25,205 shares; 2025Q3: 25,205 shares; 2025Q4: 25,205 shares; 2026Q1: 25,205 shares; 2026Q2: 25,205 shares 25,205 $1.2M 0.32% 0 Timeline BILZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,916 shares; 2025Q1: not reported; 2025Q2: 10,034 shares; 2025Q3: 15,941 shares; 2025Q4: 7,946 shares; 2026Q1: 3,221 shares; 2026Q2: 10,907 shares 10,907 $1.1M 0.29% +7,686 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: not loaded; 2024Q4: 30,130 shares; 2025Q1: 35,779 shares; 2025Q2: 39,907 shares; 2025Q3: 39,555 shares; 2025Q4: 39,300 shares; 2026Q1: 38,592 shares; 2026Q2: 36,502 shares 36,502 $1.08M 0.29% -2,090 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: 2,258 shares; 2025Q1: 2,258 shares; 2025Q2: 3,002 shares; 2025Q3: 2,989 shares; 2025Q4: 2,753 shares; 2026Q1: 2,716 shares; 2026Q2: 2,928 shares 2,928 $1.08M 0.29% +212 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,444 shares; 2025Q3: 5,395 shares; 2025Q4: 5,502 shares; 2026Q1: 5,988 shares; 2026Q2: 6,094 shares 6,094 $1.07M 0.29% +106 Timeline JPST 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: 23,932 shares; 2025Q1: 24,963 shares; 2025Q2: 24,109 shares; 2025Q3: 24,051 shares; 2025Q4: 22,306 shares; 2026Q1: 21,069 shares; 2026Q2: 20,306 shares 20,306 $1.03M 0.27% -763 Timeline DDEC 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: 19,163 shares; 2025Q1: 27,136 shares; 2025Q2: 22,845 shares; 2025Q3: 21,427 shares; 2025Q4: 21,084 shares; 2026Q1: 21,047 shares; 2026Q2: 21,033 shares 21,033 $996K 0.27% -14 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 19,228 shares; 2025Q1: 31,397 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,404 shares; 2026Q2: 16,029 shares 16,029 $945K 0.25% +1,625 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: 459 shares; 2025Q1: 572 shares; 2025Q2: 682 shares; 2025Q3: 700 shares; 2025Q4: 720 shares; 2026Q1: 759 shares; 2026Q2: 768 shares 768 $921K 0.25% +9 Timeline CMF 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: 15,806 shares; 2025Q1: 15,806 shares; 2025Q2: 15,806 shares; 2025Q3: 15,806 shares; 2025Q4: 15,806 shares; 2026Q1: 15,806 shares; 2026Q2: 15,806 shares 15,806 $911K 0.24% 0 Timeline DOCT 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: not reported; 2025Q2: 17,570 shares; 2025Q3: 17,570 shares; 2025Q4: 18,525 shares; 2026Q1: 18,276 shares; 2026Q2: 17,877 shares 17,877 $834K 0.22% -399 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: 6,004 shares; 2025Q1: 5,425 shares; 2025Q2: 6,402 shares; 2025Q3: 6,384 shares; 2025Q4: 6,051 shares; 2026Q1: 5,929 shares; 2026Q2: 5,574 shares 5,574 $817K 0.22% -355 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: 455 shares; 2025Q1: 558 shares; 2025Q2: 662 shares; 2025Q3: 923 shares; 2025Q4: 928 shares; 2026Q1: 788 shares; 2026Q2: 801 shares 801 $749K 0.2% +13 Timeline SEPZ ELEVATION SERIES TRUST More: the full row for ELEVATION 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: 30,770 shares; 2025Q4: 28,555 shares; 2026Q1: 21,443 shares; 2026Q2: 16,088 shares 16,088 $731K 0.2% -5,355 Timeline TPLC TIMOTHY PLAN More: the full row for TIMOTHY PLAN 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: 9,223 shares; 2026Q1: 12,563 shares; 2026Q2: 14,284 shares 14,284 $719K 0.19% +1,721 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: 1,242 shares; 2025Q2: 1,611 shares; 2025Q3: 1,796 shares; 2025Q4: 1,666 shares; 2026Q1: 1,877 shares; 2026Q2: 1,913 shares 1,913 $715K 0.19% +36 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 454 shares; 2025Q2: 576 shares; 2025Q3: 614 shares; 2025Q4: 618 shares; 2026Q1: 689 shares; 2026Q2: 701 shares 701 $709K 0.19% +12 Timeline DNOV 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: 16,242 shares; 2025Q1: 16,242 shares; 2025Q2: 16,242 shares; 2025Q3: 16,242 shares; 2025Q4: 16,242 shares; 2026Q1: 16,242 shares; 2026Q2: 12,997 shares 12,997 $667K 0.18% -3,245 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: 1,259 shares; 2025Q1: 1,444 shares; 2025Q2: 1,939 shares; 2025Q3: 1,826 shares; 2025Q4: 1,792 shares; 2026Q1: 1,843 shares; 2026Q2: 1,868 shares 1,868 $641K 0.17% +25 Timeline DJAN 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: 15,450 shares; 2025Q2: 19,217 shares; 2025Q3: 15,388 shares; 2025Q4: 14,206 shares; 2026Q1: 13,769 shares; 2026Q2: 13,571 shares 13,571 $618K 0.17% -198 Timeline XFEB 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: 16,147 shares; 2025Q2: 16,147 shares; 2025Q3: 16,147 shares; 2025Q4: 16,147 shares; 2026Q1: 16,147 shares; 2026Q2: 16,147 shares 16,147 $604K 0.16% 0 Timeline DAPR 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: 16,099 shares; 2025Q1: 12,447 shares; 2025Q2: 14,798 shares; 2025Q3: 17,922 shares; 2025Q4: 17,614 shares; 2026Q1: 17,614 shares; 2026Q2: 14,467 shares 14,467 $591K 0.16% -3,147 Timeline WDIV 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 loaded; 2024Q4: 5,827 shares; 2025Q1: 8,979 shares; 2025Q2: 10,412 shares; 2025Q3: 10,511 shares; 2025Q4: 9,823 shares; 2026Q1: 7,329 shares; 2026Q2: 7,052 shares 7,052 $563K 0.15% -277 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 loaded; 2024Q4: 15,653 shares; 2025Q1: 24,751 shares; 2025Q2: 27,641 shares; 2025Q3: 26,556 shares; 2025Q4: 25,163 shares; 2026Q1: 18,178 shares; 2026Q2: 17,487 shares 17,487 $559K 0.15% -691 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: not reported; 2025Q3: not reported; 2025Q4: 1,255 shares; 2026Q1: 1,336 shares; 2026Q2: 1,269 shares 1,269 $550K 0.15% -67 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,258 shares 1,258 $543K 0.15% new Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 931 shares 931 $541K 0.14% new 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: not reported; 2025Q1: not reported; 2025Q2: 2,062 shares; 2025Q3: 2,417 shares; 2025Q4: 4,348 shares; 2026Q1: 4,319 shares; 2026Q2: 4,729 shares 4,729 $536K 0.14% +410 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: 783 shares; 2026Q2: 736 shares 736 $532K 0.14% -47 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: not reported; 2025Q1: 11,308 shares; 2025Q2: 12,611 shares; 2025Q3: 8,933 shares; 2025Q4: 8,889 shares; 2026Q1: 8,702 shares; 2026Q2: 13,360 shares 13,360 $488K 0.13% +4,658 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: not reported; 2025Q1: not reported; 2025Q2: 599 shares; 2025Q3: 617 shares; 2025Q4: 689 shares; 2026Q1: 518 shares; 2026Q2: 660 shares 660 $486K 0.13% +142 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: 1,170 shares; 2025Q1: 1,850 shares; 2025Q2: 2,057 shares; 2025Q3: 2,148 shares; 2025Q4: 2,035 shares; 2026Q1: 1,479 shares; 2026Q2: 648 shares 648 $486K 0.13% -831 Timeline PAYM ELEVATION SERIES TRUST More: the full row for ELEVATION 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: not reported; 2025Q4: not reported; 2026Q1: 25,565 shares; 2026Q2: 19,272 shares 19,272 $484K 0.13% -6,293 Timeline XCHYX CALAMOS CONV & HIGH INCOME F More: the full row for CALAMOS CONV & HIGH INCOME F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 15,447 shares; 2025Q1: 29,123 shares; 2025Q2: 30,668 shares; 2025Q3: 31,743 shares; 2025Q4: 31,743 shares; 2026Q1: 34,993 shares; 2026Q2: 34,993 shares 34,993 $477K 0.13% 0 Timeline SCHP 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,370 shares; 2026Q2: 17,889 shares 17,889 $474K 0.13% -7,481 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS 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: 710 shares; 2026Q2: 712 shares 712 $459K 0.12% +2 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,769 shares; 2025Q1: 19,345 shares; 2025Q2: 7,011 shares; 2025Q3: 7,163 shares; 2025Q4: 7,009 shares; 2026Q1: 7,157 shares; 2026Q2: 8,101 shares 8,101 $447K 0.12% +944 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,966 shares; 2025Q3: 1,794 shares; 2025Q4: 1,771 shares; 2026Q1: 1,801 shares; 2026Q2: 3,016 shares 3,016 $442K 0.12% +1,215 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 492 shares; 2025Q3: 494 shares; 2025Q4: 488 shares; 2026Q1: 525 shares; 2026Q2: 530 shares 530 $440K 0.12% +5 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: not reported; 2025Q1: 1,292 shares; 2025Q2: 1,427 shares; 2025Q3: 1,459 shares; 2025Q4: 2,007 shares; 2026Q1: 1,555 shares; 2026Q2: 1,726 shares 1,726 $434K 0.12% +171 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: 1,127 shares; 2025Q1: 731 shares; 2025Q2: 1,472 shares; 2025Q3: 1,641 shares; 2025Q4: 1,584 shares; 2026Q1: 610 shares; 2026Q2: 828 shares 828 $422K 0.11% +218 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: 2,588 shares; 2025Q1: 5,950 shares; 2025Q2: 6,616 shares; 2025Q3: 5,858 shares; 2025Q4: 4,838 shares; 2026Q1: 4,807 shares; 2026Q2: 4,293 shares 4,293 $413K 0.11% -514 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 506 shares; 2025Q1: 570 shares; 2025Q2: 710 shares; 2025Q3: 716 shares; 2025Q4: 736 shares; 2026Q1: 773 shares; 2026Q2: 790 shares 790 $406K 0.11% +17 Timeline TPHD TIMOTHY PLAN More: the full row for TIMOTHY PLAN 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: 7,102 shares; 2025Q4: 7,560 shares; 2026Q1: 8,129 shares; 2026Q2: 9,040 shares 9,040 $382K 0.1% +911 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,981 shares; 2025Q1: 4,074 shares; 2025Q2: 4,074 shares; 2025Q3: 4,055 shares; 2025Q4: 4,135 shares; 2026Q1: 4,178 shares; 2026Q2: 4,198 shares 4,198 $368K 0.1% +20 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: 1,430 shares; 2025Q1: 1,430 shares; 2025Q2: 1,430 shares; 2025Q3: 1,430 shares; 2025Q4: 1,430 shares; 2026Q1: 1,430 shares; 2026Q2: 1,542 shares 1,542 $365K 0.1% +112 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: 589 shares; 2025Q1: not reported; 2025Q2: 535 shares; 2025Q3: 427 shares; 2025Q4: 702 shares; 2026Q1: 617 shares; 2026Q2: 695 shares 695 $348K 0.09% +78 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: 1,021 shares; 2025Q1: 900 shares; 2025Q2: 972 shares; 2025Q3: 1,684 shares; 2025Q4: 1,640 shares; 2026Q1: 963 shares; 2026Q2: 969 shares 969 $342K 0.09% +6 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 126,122 shares; 2025Q1: 214,041 shares; 2025Q2: 264,546 shares; 2025Q3: 272,712 shares; 2025Q4: 20,029 shares; 2026Q1: 8,219 shares; 2026Q2: 6,362 shares 6,362 $320K 0.09% -1,857 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: 2,614 shares; 2025Q2: 3,103 shares; 2025Q3: 3,134 shares; 2025Q4: 2,382 shares; 2026Q1: 2,475 shares; 2026Q2: 2,734 shares 2,734 $319K 0.09% +259 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,005 shares; 2025Q1: 1,027 shares; 2025Q2: 1,027 shares; 2025Q3: 1,007 shares; 2025Q4: 1,005 shares; 2026Q1: 1,006 shares; 2026Q2: 1,005 shares 1,005 $315K 0.08% -1 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: 2,048 shares; 2025Q1: 1,075 shares; 2025Q2: 1,075 shares; 2025Q3: 1,062 shares; 2025Q4: 1,537 shares; 2026Q1: 1,027 shares; 2026Q2: 1,069 shares 1,069 $301K 0.08% +42 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,003 shares 1,003 $299K 0.08% new 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: 644 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 465 shares; 2025Q4: 465 shares; 2026Q1: 309 shares; 2026Q2: 278 shares 278 $296K 0.08% -31 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: 4,822 shares; 2025Q1: not reported; 2025Q2: 4,787 shares; 2025Q3: 5,018 shares; 2025Q4: 4,906 shares; 2026Q1: 4,802 shares; 2026Q2: 5,138 shares 5,138 $293K 0.08% +336 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: 8,658 shares; 2025Q1: 15,000 shares; 2025Q2: 7,517 shares; 2025Q3: 5,166 shares; 2025Q4: 5,166 shares; 2026Q1: 5,166 shares; 2026Q2: 5,166 shares 5,166 $292K 0.08% 0 Timeline DECT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,376 shares; 2025Q1: 17,162 shares; 2025Q2: 18,912 shares; 2025Q3: 16,084 shares; 2025Q4: 15,646 shares; 2026Q1: 8,375 shares; 2026Q2: 7,289 shares 7,289 $286K 0.08% -1,086 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: 1,075 shares; 2026Q1: 1,167 shares; 2026Q2: 1,191 shares 1,191 $283K 0.08% +24 Timeline SPD 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,259 shares; 2025Q3: 11,813 shares; 2025Q4: 10,977 shares; 2026Q1: 8,904 shares; 2026Q2: 6,722 shares 6,722 $279K 0.07% -2,182 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,045 shares; 2025Q3: 1,045 shares; 2025Q4: 1,045 shares; 2026Q1: 1,045 shares; 2026Q2: 1,045 shares 1,045 $277K 0.07% 0 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 548 shares; 2025Q3: 549 shares; 2025Q4: 571 shares; 2026Q1: 554 shares; 2026Q2: 552 shares 552 $277K 0.07% -2 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES 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: 1,123 shares; 2026Q1: 1,295 shares; 2026Q2: 1,280 shares 1,280 $272K 0.07% -15 Timeline UAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 140,718 shares; 2025Q1: 7,048 shares; 2025Q2: 10,904 shares; 2025Q3: 10,279 shares; 2025Q4: 7,815 shares; 2026Q1: 7,815 shares; 2026Q2: 7,705 shares 7,705 $271K 0.07% -110 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,123 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 994 shares; 2026Q2: 1,002 shares 1,002 $269K 0.07% +8 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,867 shares; 2026Q2: 11,300 shares 11,300 $265K 0.07% +1,433 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,389 shares; 2025Q2: 2,853 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,658 shares 1,658 $255K 0.07% new Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP 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: 2,643 shares 2,643 $254K 0.07% new Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 431 shares; 2025Q3: 496 shares; 2025Q4: 441 shares; 2026Q1: 627 shares; 2026Q2: 634 shares 634 $252K 0.07% +7 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,057 shares; 2026Q1: 2,873 shares; 2026Q2: 3,089 shares 3,089 $251K 0.07% +216 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 201 shares 201 $236K 0.06% new Timeline DVY 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: 1,500 shares; 2025Q2: not reported; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares; 2026Q2: 1,500 shares 1,500 $234K 0.06% 0 Timeline ROKU ROKU INC More: the full row for ROKU 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: 1,681 shares 1,681 $232K 0.06% new 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,679 shares; 2026Q2: 8,780 shares 8,780 $228K 0.06% +1,101 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,986 shares; 2025Q1: 3,222 shares; 2025Q2: 2,948 shares; 2025Q3: 2,778 shares; 2025Q4: 2,623 shares; 2026Q1: not reported; 2026Q2: 1,335 shares 1,335 $227K 0.06% new Timeline EDIV 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 loaded; 2024Q4: 7,236 shares; 2025Q1: 10,164 shares; 2025Q2: 9,317 shares; 2025Q3: 9,495 shares; 2025Q4: 9,262 shares; 2026Q1: 5,811 shares; 2026Q2: 5,526 shares 5,526 $226K 0.06% -285 Timeline MARM 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: not reported; 2025Q2: 7,188 shares; 2025Q3: 7,188 shares; 2025Q4: 7,188 shares; 2026Q1: 6,534 shares; 2026Q2: 6,521 shares 6,521 $223K 0.06% -13 Timeline JUNT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 5,844 shares 5,844 $221K 0.06% new Timeline ISMD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV 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: 4,412 shares 4,412 $221K 0.06% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,975 shares; 2025Q4: 2,955 shares; 2026Q1: 2,915 shares; 2026Q2: 2,915 shares 2,915 $220K 0.06% 0 Timeline IWD 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: 1,071 shares; 2025Q4: 1,366 shares; 2026Q1: 942 shares; 2026Q2: 900 shares 900 $218K 0.06% -42 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,760 shares; 2025Q3: 11,760 shares; 2025Q4: 11,596 shares; 2026Q1: 11,446 shares; 2026Q2: 11,446 shares 11,446 $216K 0.06% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 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: 1,222 shares; 2026Q2: 1,249 shares 1,249 $211K 0.06% +27 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 28,532 shares; 2025Q1: 43,780 shares; 2025Q2: 26,682 shares; 2025Q3: 28,208 shares; 2025Q4: 27,481 shares; 2026Q1: 4,136 shares; 2026Q2: 3,624 shares 3,624 $211K 0.06% -512 Timeline XSEP 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: 7,689 shares; 2025Q2: 6,633 shares; 2025Q3: 5,083 shares; 2025Q4: 5,083 shares; 2026Q1: not reported; 2026Q2: 4,575 shares 4,575 $203K 0.05% new Timeline HRZN HORIZON TECHNOLOGY FIN CORP More: the full row for HORIZON TECHNOLOGY FIN 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: 16,908 shares 16,908 $80K 0.02% new Timeline