IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 115,452 shares; 2024Q4: 109,816 shares; 2025Q1: 112,745 shares; 2025Q2: 96,608 shares; 2025Q3: 97,127 shares; 2025Q4: 98,653 shares; 2026Q1: 100,233 shares; 2026Q2: 100,377 shares 100,377 $75.2M 8.94% +144 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: 529,509 shares; 2024Q4: 563,975 shares; 2025Q1: 600,014 shares; 2025Q2: 658,428 shares; 2025Q3: 763,455 shares; 2025Q4: 796,309 shares; 2026Q1: 843,285 shares; 2026Q2: 903,819 shares 903,819 $41.1M 4.89% +60,534 Timeline SMTH 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: 578,832 shares; 2024Q4: 593,315 shares; 2025Q1: 1,010,919 shares; 2025Q2: 1,132,470 shares; 2025Q3: 1,323,478 shares; 2025Q4: 1,383,903 shares; 2026Q1: 1,465,774 shares; 2026Q2: 1,579,639 shares 1,579,639 $40.7M 4.83% +113,865 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 358,143 shares; 2024Q4: 236,606 shares; 2025Q1: 258,580 shares; 2025Q2: 278,026 shares; 2025Q3: 332,039 shares; 2025Q4: 347,283 shares; 2026Q1: 367,543 shares; 2026Q2: 378,591 shares 378,591 $37.5M 4.45% +11,048 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 239,657 shares; 2024Q4: 234,113 shares; 2025Q1: 242,297 shares; 2025Q2: 216,023 shares; 2025Q3: 148,054 shares; 2025Q4: 151,174 shares; 2026Q1: 153,714 shares; 2026Q2: 157,256 shares 157,256 $34.5M 4.1% +3,542 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 253,242 shares; 2024Q4: 234,451 shares; 2025Q1: 183,567 shares; 2025Q2: 306,980 shares; 2025Q3: 307,540 shares; 2025Q4: 311,983 shares; 2026Q1: 317,175 shares; 2026Q2: 330,997 shares 330,997 $31.9M 3.8% +13,822 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: 90,086 shares; 2024Q4: 91,780 shares; 2025Q1: 91,341 shares; 2025Q2: 94,963 shares; 2025Q3: 92,596 shares; 2025Q4: 92,676 shares; 2026Q1: 90,777 shares; 2026Q2: 93,087 shares 93,087 $26.9M 3.2% +2,310 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 310,935 shares; 2025Q1: 468,214 shares; 2025Q2: 502,695 shares; 2025Q3: 530,067 shares; 2025Q4: 550,174 shares; 2026Q1: 584,811 shares; 2026Q2: 537,386 shares 537,386 $24.7M 2.94% -47,425 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: 209,577 shares; 2024Q4: 264,174 shares; 2025Q1: 415,580 shares; 2025Q2: 439,262 shares; 2025Q3: 461,707 shares; 2025Q4: 487,846 shares; 2026Q1: 517,003 shares; 2026Q2: 471,845 shares 471,845 $24.7M 2.94% -45,158 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: 151,260 shares; 2024Q4: 151,476 shares; 2025Q1: 154,335 shares; 2025Q2: 157,730 shares; 2025Q3: 307,781 shares; 2025Q4: 314,681 shares; 2026Q1: 322,178 shares; 2026Q2: 326,119 shares 326,119 $22.2M 2.64% +3,941 Timeline JIVE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 140,401 shares; 2025Q3: 143,273 shares; 2025Q4: 146,594 shares; 2026Q1: 185,180 shares; 2026Q2: 192,301 shares 192,301 $17.7M 2.1% +7,121 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: 23,135 shares; 2024Q4: 27,391 shares; 2025Q1: 31,277 shares; 2025Q2: 31,423 shares; 2025Q3: 27,557 shares; 2025Q4: 37,420 shares; 2026Q1: 36,639 shares; 2026Q2: 36,920 shares 36,920 $13.9M 1.66% +281 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 598,663 shares 598,663 $13.6M 1.62% new Timeline PJUN 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: 317,852 shares; 2024Q4: 316,136 shares; 2025Q1: 313,591 shares; 2025Q2: 310,594 shares; 2025Q3: 302,532 shares; 2025Q4: 300,857 shares; 2026Q1: 300,288 shares; 2026Q2: 313,623 shares 313,623 $13.6M 1.61% +13,335 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: 60,866 shares; 2024Q4: 61,065 shares; 2025Q1: 63,134 shares; 2025Q2: 61,039 shares; 2025Q3: 56,903 shares; 2025Q4: 63,314 shares; 2026Q1: 59,971 shares; 2026Q2: 64,884 shares 64,884 $13M 1.54% +4,913 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 187,639 shares; 2025Q4: 196,644 shares; 2026Q1: 200,011 shares; 2026Q2: 154,417 shares 154,417 $12.8M 1.52% -45,594 Timeline GSEW GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,509 shares; 2024Q4: 80,933 shares; 2025Q1: 82,726 shares; 2025Q2: 84,961 shares; 2025Q3: 86,301 shares; 2025Q4: 88,550 shares; 2026Q1: 90,043 shares; 2026Q2: 126,937 shares 126,937 $12M 1.42% +36,894 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: 21,255 shares; 2024Q4: 23,178 shares; 2025Q1: 25,360 shares; 2025Q2: 24,606 shares; 2025Q3: 23,187 shares; 2025Q4: 25,530 shares; 2026Q1: 26,829 shares; 2026Q2: 30,002 shares 30,002 $11.2M 1.33% +3,173 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: 14,312 shares; 2024Q4: 13,396 shares; 2025Q1: 15,381 shares; 2025Q2: 17,723 shares; 2025Q3: 14,313 shares; 2025Q4: 32,200 shares; 2026Q1: 29,973 shares; 2026Q2: 25,582 shares 25,582 $11M 1.31% -4,391 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: 116,079 shares; 2024Q4: 124,650 shares; 2025Q1: 202,429 shares; 2025Q2: 78,304 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 87,532 shares 87,532 $10.9M 1.29% new 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: 13,022 shares; 2024Q4: 14,056 shares; 2025Q1: 15,234 shares; 2025Q2: 16,673 shares; 2025Q3: 17,790 shares; 2025Q4: 19,323 shares; 2026Q1: 19,395 shares; 2026Q2: 21,117 shares 21,117 $10.6M 1.26% +1,722 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: 23,549 shares; 2024Q4: 23,889 shares; 2025Q1: 25,191 shares; 2025Q2: 26,688 shares; 2025Q3: 25,649 shares; 2025Q4: 27,336 shares; 2026Q1: 28,000 shares; 2026Q2: 29,625 shares 29,625 $9.7M 1.15% +1,625 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 114,218 shares; 2024Q4: 115,023 shares; 2025Q1: 112,439 shares; 2025Q2: 112,496 shares; 2025Q3: 111,297 shares; 2025Q4: 125,870 shares; 2026Q1: 115,707 shares; 2026Q2: 115,466 shares 115,466 $8.75M 1.04% -241 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: 25,857 shares; 2024Q4: 25,758 shares; 2025Q1: 26,903 shares; 2025Q2: 27,620 shares; 2025Q3: 24,334 shares; 2025Q4: 24,640 shares; 2026Q1: 23,038 shares; 2026Q2: 24,035 shares 24,035 $8.59M 1.02% +997 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 188,983 shares; 2025Q4: 195,654 shares; 2026Q1: 199,750 shares; 2026Q2: 152,978 shares 152,978 $8.07M 0.96% -46,772 Timeline PSTP 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: 206,264 shares; 2024Q4: 205,277 shares; 2025Q1: 210,499 shares; 2025Q2: 211,093 shares; 2025Q3: 209,349 shares; 2025Q4: 206,195 shares; 2026Q1: 206,063 shares; 2026Q2: 206,063 shares 206,063 $7.58M 0.9% 0 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: 11,216 shares; 2024Q4: 11,812 shares; 2025Q1: 13,683 shares; 2025Q2: 15,034 shares; 2025Q3: 14,769 shares; 2025Q4: 15,175 shares; 2026Q1: 15,415 shares; 2026Q2: 16,858 shares 16,858 $7.09M 0.84% +1,443 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: 23,078 shares; 2024Q4: 25,199 shares; 2025Q1: 25,715 shares; 2025Q2: 26,448 shares; 2025Q3: 26,494 shares; 2025Q4: 28,472 shares; 2026Q1: 27,382 shares; 2026Q2: 28,934 shares 28,934 $6.9M 0.82% +1,552 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: 119,717 shares; 2024Q4: 118,903 shares; 2025Q1: 114,815 shares; 2025Q2: 114,122 shares; 2025Q3: 112,213 shares; 2025Q4: 110,625 shares; 2026Q1: 108,448 shares; 2026Q2: 108,055 shares 108,055 $6.51M 0.77% -393 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,663 shares; 2025Q4: 25,129 shares; 2026Q1: 25,016 shares; 2026Q2: 25,782 shares 25,782 $6.25M 0.74% +766 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: 25,892 shares; 2024Q4: 19,957 shares; 2025Q1: 21,235 shares; 2025Q2: 24,161 shares; 2025Q3: 23,572 shares; 2025Q4: 24,141 shares; 2026Q1: 23,189 shares; 2026Q2: 24,534 shares 24,534 $6.23M 0.74% +1,345 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,264 shares; 2024Q4: 60,324 shares; 2025Q1: 60,257 shares; 2025Q2: 61,015 shares; 2025Q3: 58,792 shares; 2025Q4: 58,675 shares; 2026Q1: 59,279 shares; 2026Q2: 58,588 shares 58,588 $6.05M 0.72% -691 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: 218,380 shares; 2024Q4: 233,768 shares; 2025Q1: 282,045 shares; 2025Q2: 175,949 shares; 2025Q3: 198,979 shares; 2025Q4: 204,577 shares; 2026Q1: 203,486 shares; 2026Q2: 77,965 shares 77,965 $5.97M 0.71% -125,521 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: 56,676 shares; 2024Q4: 75,081 shares; 2025Q1: 77,607 shares; 2025Q2: 78,119 shares; 2025Q3: 76,936 shares; 2025Q4: 75,542 shares; 2026Q1: 73,895 shares; 2026Q2: 72,903 shares 72,903 $5.91M 0.7% -992 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,307 shares; 2024Q4: 8,297 shares; 2025Q1: 8,645 shares; 2025Q2: 8,567 shares; 2025Q3: 8,462 shares; 2025Q4: 8,864 shares; 2026Q1: 9,997 shares; 2026Q2: 25,837 shares 25,837 $5.64M 0.67% +15,840 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 26,937 shares; 2025Q1: 28,905 shares; 2025Q2: 29,420 shares; 2025Q3: 28,916 shares; 2025Q4: 29,477 shares; 2026Q1: 30,169 shares; 2026Q2: 16,367 shares 16,367 $5.61M 0.67% -13,802 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 152,085 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 44,548 shares; 2026Q2: 54,491 shares 54,491 $5.2M 0.62% +9,943 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: 27,479 shares; 2024Q4: 28,941 shares; 2025Q1: 31,665 shares; 2025Q2: 31,600 shares; 2025Q3: 33,036 shares; 2025Q4: 37,990 shares; 2026Q1: 36,386 shares; 2026Q2: 37,595 shares 37,595 $5.14M 0.61% +1,209 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: 8,569 shares; 2024Q4: 9,550 shares; 2025Q1: 10,704 shares; 2025Q2: 10,895 shares; 2025Q3: 11,123 shares; 2025Q4: 11,794 shares; 2026Q1: 12,641 shares; 2026Q2: 13,871 shares 13,871 $4.89M 0.58% +1,230 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 105,872 shares; 2026Q2: 129,851 shares 129,851 $4.73M 0.56% +23,979 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: 33,670 shares; 2024Q4: 28,863 shares; 2025Q1: 31,273 shares; 2025Q2: 26,741 shares; 2025Q3: 37,863 shares; 2025Q4: 37,880 shares; 2026Q1: 33,644 shares; 2026Q2: 35,950 shares 35,950 $4.62M 0.55% +2,306 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: 25,188 shares; 2024Q4: 26,405 shares; 2025Q1: 29,741 shares; 2025Q2: 26,298 shares; 2025Q3: 19,180 shares; 2025Q4: 19,935 shares; 2026Q1: 19,105 shares; 2026Q2: 17,937 shares 17,937 $4.58M 0.54% -1,168 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: 39,208 shares; 2024Q4: 43,821 shares; 2025Q1: 43,870 shares; 2025Q2: 48,038 shares; 2025Q3: 46,751 shares; 2025Q4: 51,115 shares; 2026Q1: 47,783 shares; 2026Q2: 50,864 shares 50,864 $4.46M 0.53% +3,081 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: 12,374 shares; 2024Q4: 15,000 shares; 2025Q1: 14,956 shares; 2025Q2: 16,049 shares; 2025Q3: 14,635 shares; 2025Q4: 15,390 shares; 2026Q1: 16,239 shares; 2026Q2: 17,367 shares 17,367 $4.37M 0.52% +1,128 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: 9,596 shares; 2024Q4: 11,179 shares; 2025Q1: 12,234 shares; 2025Q2: 11,961 shares; 2025Q3: 12,948 shares; 2025Q4: 14,282 shares; 2026Q1: 14,595 shares; 2026Q2: 16,078 shares 16,078 $4.35M 0.52% +1,483 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,580 shares; 2024Q4: 23,031 shares; 2025Q1: 24,226 shares; 2025Q2: 20,160 shares; 2025Q3: 15,943 shares; 2025Q4: 32,560 shares; 2026Q1: 25,129 shares; 2026Q2: 25,353 shares 25,353 $4.31M 0.51% +224 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 reported; 2024Q4: 43,509 shares; 2025Q1: 86,227 shares; 2025Q2: 92,692 shares; 2025Q3: 95,134 shares; 2025Q4: 94,939 shares; 2026Q1: 91,739 shares; 2026Q2: 55,546 shares 55,546 $4.19M 0.5% -36,193 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: 30,429 shares; 2024Q4: 32,131 shares; 2025Q1: 34,238 shares; 2025Q2: 37,021 shares; 2025Q3: 30,477 shares; 2025Q4: 31,106 shares; 2026Q1: 29,362 shares; 2026Q2: 29,497 shares 29,497 $4.13M 0.49% +135 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: 20,213 shares; 2024Q4: 22,263 shares; 2025Q1: 20,865 shares; 2025Q2: 19,955 shares; 2025Q3: 20,520 shares; 2025Q4: 21,090 shares; 2026Q1: 22,318 shares; 2026Q2: 23,676 shares 23,676 $3.92M 0.47% +1,358 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,996 shares; 2025Q1: 3,672 shares; 2025Q2: 4,023 shares; 2025Q3: 3,901 shares; 2025Q4: 4,156 shares; 2026Q1: 4,309 shares; 2026Q2: 4,068 shares 4,068 $3.91M 0.46% -241 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: 3,278 shares; 2024Q4: 3,282 shares; 2025Q1: 3,786 shares; 2025Q2: 4,254 shares; 2025Q3: 3,675 shares; 2025Q4: 3,999 shares; 2026Q1: 3,698 shares; 2026Q2: 3,621 shares 3,621 $3.66M 0.44% -77 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: 19,545 shares; 2024Q4: 20,477 shares; 2025Q1: 18,422 shares; 2025Q2: 20,757 shares; 2025Q3: 21,912 shares; 2025Q4: 21,905 shares; 2026Q1: 22,717 shares; 2026Q2: 24,523 shares 24,523 $3.6M 0.43% +1,806 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,819 shares; 2024Q4: 24,460 shares; 2025Q1: 25,617 shares; 2025Q2: 22,474 shares; 2025Q3: 22,756 shares; 2025Q4: 24,216 shares; 2026Q1: 22,990 shares; 2026Q2: 24,000 shares 24,000 $3.51M 0.42% +1,010 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: 45,431 shares; 2024Q4: 43,815 shares; 2025Q1: 50,207 shares; 2025Q2: 54,907 shares; 2025Q3: 54,984 shares; 2025Q4: 58,041 shares; 2026Q1: 59,141 shares; 2026Q2: 61,243 shares 61,243 $3.49M 0.41% +2,102 Timeline PAUG 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: 76,568 shares; 2024Q4: 76,568 shares; 2025Q1: 76,568 shares; 2025Q2: 74,853 shares; 2025Q3: 74,853 shares; 2025Q4: 74,853 shares; 2026Q1: 74,853 shares; 2026Q2: 74,853 shares 74,853 $3.42M 0.41% 0 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: 7,337 shares; 2024Q4: 7,950 shares; 2025Q1: 7,868 shares; 2025Q2: 8,073 shares; 2025Q3: 8,314 shares; 2025Q4: 8,809 shares; 2026Q1: 8,710 shares; 2026Q2: 9,451 shares 9,451 $3.24M 0.39% +741 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: 28,139 shares; 2024Q4: 28,634 shares; 2025Q1: 31,218 shares; 2025Q2: 31,718 shares; 2025Q3: 31,667 shares; 2025Q4: 31,893 shares; 2026Q1: 32,573 shares; 2026Q2: 32,354 shares 32,354 $3.12M 0.37% -219 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: 17,091 shares; 2024Q4: 16,959 shares; 2025Q1: 19,846 shares; 2025Q2: 23,839 shares; 2025Q3: 24,334 shares; 2025Q4: 25,443 shares; 2026Q1: 25,958 shares; 2026Q2: 27,527 shares 27,527 $3.12M 0.37% +1,569 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: 3,144 shares; 2024Q4: 3,624 shares; 2025Q1: 3,902 shares; 2025Q2: 3,966 shares; 2025Q3: 3,818 shares; 2025Q4: 4,640 shares; 2026Q1: 4,665 shares; 2026Q2: 5,474 shares 5,474 $3.08M 0.37% +809 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: 2,215 shares; 2024Q4: 2,333 shares; 2025Q1: 2,319 shares; 2025Q2: 2,752 shares; 2025Q3: 2,344 shares; 2025Q4: 2,418 shares; 2026Q1: 2,364 shares; 2026Q2: 2,569 shares 2,569 $3.08M 0.37% +205 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: 2,317 shares; 2024Q4: 2,321 shares; 2025Q1: 2,295 shares; 2025Q2: 2,281 shares; 2025Q3: 6,606 shares; 2025Q4: 6,875 shares; 2026Q1: 9,558 shares; 2026Q2: 10,563 shares 10,563 $2.97M 0.35% +1,005 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: 1,189 shares; 2024Q4: 4,912 shares; 2025Q1: 5,643 shares; 2025Q2: 6,331 shares; 2025Q3: 7,153 shares; 2025Q4: 7,644 shares; 2026Q1: 7,752 shares; 2026Q2: 8,159 shares 8,159 $2.95M 0.35% +407 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 259,363 shares; 2024Q4: 206,719 shares; 2025Q1: 201,600 shares; 2025Q2: 249,026 shares; 2025Q3: 47,715 shares; 2025Q4: 51,461 shares; 2026Q1: 58,463 shares; 2026Q2: 60,474 shares 60,474 $2.92M 0.35% +2,011 Timeline STOT SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94,176 shares; 2024Q4: 69,805 shares; 2025Q1: 42,511 shares; 2025Q2: 43,074 shares; 2025Q3: 46,112 shares; 2025Q4: 50,065 shares; 2026Q1: 57,901 shares; 2026Q2: 60,381 shares 60,381 $2.84M 0.34% +2,480 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,583 shares; 2025Q2: 2,669 shares; 2025Q3: 2,777 shares; 2025Q4: 2,997 shares; 2026Q1: 2,560 shares; 2026Q2: 2,617 shares 2,617 $2.79M 0.33% +57 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: 12,288 shares; 2024Q4: 13,629 shares; 2025Q1: 14,936 shares; 2025Q2: 16,113 shares; 2025Q3: 18,804 shares; 2025Q4: 20,112 shares; 2026Q1: 20,798 shares; 2026Q2: 21,997 shares 21,997 $2.78M 0.33% +1,199 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: 2,992 shares; 2024Q4: 3,348 shares; 2025Q1: 3,189 shares; 2025Q2: 3,399 shares; 2025Q3: 3,753 shares; 2025Q4: 4,091 shares; 2026Q1: 3,982 shares; 2026Q2: 4,358 shares 4,358 $2.76M 0.33% +376 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 680 shares; 2025Q3: 888 shares; 2025Q4: 1,007 shares; 2026Q1: 1,141 shares; 2026Q2: 1,389 shares 1,389 $2.76M 0.33% +248 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 60,224 shares; 2026Q2: 73,574 shares 73,574 $2.76M 0.33% +13,350 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,604 shares; 2025Q2: 1,611 shares; 2025Q3: 1,611 shares; 2025Q4: 1,628 shares; 2026Q1: 23,664 shares; 2026Q2: 30,076 shares 30,076 $2.73M 0.32% +6,412 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,516 shares; 2024Q4: 11,164 shares; 2025Q1: 14,904 shares; 2025Q2: 19,007 shares; 2025Q3: 18,862 shares; 2025Q4: 19,894 shares; 2026Q1: 19,007 shares; 2026Q2: 20,121 shares 20,121 $2.72M 0.32% +1,114 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,122 shares; 2025Q3: 3,739 shares; 2025Q4: 4,938 shares; 2026Q1: 5,048 shares; 2026Q2: 5,496 shares 5,496 $2.62M 0.31% +448 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,798 shares; 2024Q4: 5,158 shares; 2025Q1: 5,787 shares; 2025Q2: 6,708 shares; 2025Q3: 7,086 shares; 2025Q4: 5,871 shares; 2026Q1: 8,521 shares; 2026Q2: 8,908 shares 8,908 $2.61M 0.31% +387 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,918 shares; 2024Q4: 29,804 shares; 2025Q1: 32,283 shares; 2025Q2: 34,218 shares; 2025Q3: 37,125 shares; 2025Q4: 34,822 shares; 2026Q1: 42,360 shares; 2026Q2: 44,676 shares 44,676 $2.58M 0.31% +2,316 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: 4,013 shares; 2024Q4: 4,731 shares; 2025Q1: 4,460 shares; 2025Q2: 4,951 shares; 2025Q3: 4,482 shares; 2025Q4: 4,753 shares; 2026Q1: 4,157 shares; 2026Q2: 4,936 shares 4,936 $2.51M 0.3% +779 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: 14,725 shares; 2024Q4: 16,194 shares; 2025Q1: 18,305 shares; 2025Q2: 20,154 shares; 2025Q3: 20,830 shares; 2025Q4: 22,478 shares; 2026Q1: 24,255 shares; 2026Q2: 25,615 shares 25,615 $2.45M 0.29% +1,360 Timeline ZMAR 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 reported; 2024Q4: not reported; 2025Q1: 62,496 shares; 2025Q2: 62,537 shares; 2025Q3: 62,537 shares; 2025Q4: 57,329 shares; 2026Q1: 84,609 shares; 2026Q2: 84,609 shares 84,609 $2.39M 0.28% 0 Timeline PMAY 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: 51,995 shares; 2024Q4: 49,255 shares; 2025Q1: 49,255 shares; 2025Q2: 49,255 shares; 2025Q3: 48,087 shares; 2025Q4: 48,087 shares; 2026Q1: 48,087 shares; 2026Q2: 56,709 shares 56,709 $2.34M 0.28% +8,622 Timeline ZAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 67,244 shares; 2025Q4: 67,244 shares; 2026Q1: 67,244 shares; 2026Q2: 87,756 shares 87,756 $2.34M 0.28% +20,512 Timeline JMUB 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: 29,258 shares; 2024Q4: 32,278 shares; 2025Q1: 36,634 shares; 2025Q2: 39,967 shares; 2025Q3: 43,443 shares; 2025Q4: 52,142 shares; 2026Q1: 54,645 shares; 2026Q2: 46,065 shares 46,065 $2.33M 0.28% -8,580 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,705 shares; 2024Q4: 18,882 shares; 2025Q1: 20,011 shares; 2025Q2: 22,465 shares; 2025Q3: 23,567 shares; 2025Q4: 25,394 shares; 2026Q1: 23,204 shares; 2026Q2: 28,604 shares 28,604 $2.24M 0.27% +5,400 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,167 shares; 2026Q1: 30,544 shares; 2026Q2: 36,226 shares 36,226 $2.18M 0.26% +5,682 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: 31,371 shares; 2024Q4: 33,597 shares; 2025Q1: 38,263 shares; 2025Q2: 40,821 shares; 2025Q3: 39,917 shares; 2025Q4: 39,917 shares; 2026Q1: 39,917 shares; 2026Q2: 39,917 shares 39,917 $2.1M 0.25% 0 Timeline ZDEK 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 reported; 2024Q4: 17,093 shares; 2025Q1: 17,093 shares; 2025Q2: 17,093 shares; 2025Q3: 17,093 shares; 2025Q4: 79,702 shares; 2026Q1: 79,556 shares; 2026Q2: 79,556 shares 79,556 $2.1M 0.25% 0 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 reported; 2024Q4: 20,603 shares; 2025Q1: 24,205 shares; 2025Q2: 29,326 shares; 2025Q3: 32,600 shares; 2025Q4: 32,372 shares; 2026Q1: 34,428 shares; 2026Q2: 36,357 shares 36,357 $2.09M 0.25% +1,929 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: 1,859 shares; 2024Q4: 1,788 shares; 2025Q1: 1,904 shares; 2025Q2: 1,964 shares; 2025Q3: 2,020 shares; 2025Q4: 2,265 shares; 2026Q1: 2,002 shares; 2026Q2: 2,237 shares 2,237 $2.09M 0.25% +235 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,320 shares; 2026Q2: 11,716 shares 11,716 $2.07M 0.25% +5,396 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: 4,529 shares; 2024Q4: 5,165 shares; 2025Q1: 5,107 shares; 2025Q2: 5,735 shares; 2025Q3: 5,559 shares; 2025Q4: 6,067 shares; 2026Q1: 6,291 shares; 2026Q2: 6,548 shares 6,548 $2.06M 0.24% +257 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,023 shares; 2024Q4: 14,191 shares; 2025Q1: 15,444 shares; 2025Q2: 17,144 shares; 2025Q3: 18,144 shares; 2025Q4: 20,775 shares; 2026Q1: 21,201 shares; 2026Q2: 18,275 shares 18,275 $1.97M 0.23% -2,926 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: 2,470 shares; 2024Q4: 2,484 shares; 2025Q1: 2,485 shares; 2025Q2: 2,489 shares; 2025Q3: 2,495 shares; 2025Q4: 2,523 shares; 2026Q1: 2,484 shares; 2026Q2: 2,498 shares 2,498 $1.89M 0.22% +14 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,522 shares; 2024Q4: 18,567 shares; 2025Q1: 18,896 shares; 2025Q2: 12,413 shares; 2025Q3: 12,356 shares; 2025Q4: 13,063 shares; 2026Q1: 12,936 shares; 2026Q2: 12,617 shares 12,617 $1.87M 0.22% -319 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,755 shares; 2025Q3: 4,657 shares; 2025Q4: 6,419 shares; 2026Q1: 7,372 shares; 2026Q2: 5,233 shares 5,233 $1.78M 0.21% -2,139 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 529 shares; 2026Q1: 536 shares; 2026Q2: 1,514 shares 1,514 $1.78M 0.21% +978 Timeline ZNOV 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 reported; 2024Q4: 12,963 shares; 2025Q1: 12,963 shares; 2025Q2: 12,963 shares; 2025Q3: 12,963 shares; 2025Q4: 64,706 shares; 2026Q1: 64,701 shares; 2026Q2: 64,701 shares 64,701 $1.78M 0.21% 0 Timeline PJAN 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: 29,550 shares; 2024Q4: 29,550 shares; 2025Q1: 28,850 shares; 2025Q2: 26,723 shares; 2025Q3: 26,723 shares; 2025Q4: 26,723 shares; 2026Q1: 34,678 shares; 2026Q2: 34,624 shares 34,624 $1.71M 0.2% -54 Timeline ZMAY 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34,817 shares; 2025Q4: 34,817 shares; 2026Q1: 34,817 shares; 2026Q2: 65,645 shares 65,645 $1.7M 0.2% +30,828 Timeline PFEB 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: 37,785 shares; 2024Q4: 37,785 shares; 2025Q1: 37,785 shares; 2025Q2: 37,785 shares; 2025Q3: 34,722 shares; 2025Q4: 34,722 shares; 2026Q1: 39,497 shares; 2026Q2: 39,497 shares 39,497 $1.7M 0.2% 0 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: 4,103 shares; 2024Q4: 4,062 shares; 2025Q1: 4,168 shares; 2025Q2: 4,629 shares; 2025Q3: 4,456 shares; 2025Q4: 4,593 shares; 2026Q1: 4,462 shares; 2026Q2: 4,542 shares 4,542 $1.6M 0.19% +80 Timeline ZFEB 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 reported; 2024Q4: not reported; 2025Q1: 40,928 shares; 2025Q2: 40,928 shares; 2025Q3: 40,928 shares; 2025Q4: 40,928 shares; 2026Q1: 65,311 shares; 2026Q2: 60,931 shares 60,931 $1.58M 0.19% -4,380 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: 1,624 shares; 2024Q4: 3,192 shares; 2025Q1: 3,263 shares; 2025Q2: 3,085 shares; 2025Q3: 2,991 shares; 2025Q4: 3,030 shares; 2026Q1: 2,922 shares; 2026Q2: 3,048 shares 3,048 $1.53M 0.18% +126 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,100 shares; 2026Q1: 1,059 shares; 2026Q2: 1,321 shares 1,321 $1.52M 0.18% +262 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: 6,319 shares; 2024Q4: 8,101 shares; 2025Q1: 8,339 shares; 2025Q2: 8,292 shares; 2025Q3: 7,014 shares; 2025Q4: 5,645 shares; 2026Q1: 4,699 shares; 2026Q2: 4,843 shares 4,843 $1.52M 0.18% +144 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,492 shares; 2026Q2: 8,904 shares 8,904 $1.51M 0.18% +5,412 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,453 shares; 2026Q1: 2,398 shares; 2026Q2: 2,724 shares 2,724 $1.41M 0.17% +326 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: 27,345 shares; 2024Q4: 21,602 shares; 2025Q1: 22,058 shares; 2025Q2: 23,685 shares; 2025Q3: 26,026 shares; 2025Q4: 26,621 shares; 2026Q1: 15,448 shares; 2026Q2: 11,561 shares 11,561 $1.36M 0.16% -3,887 Timeline PAPR 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: 23,919 shares; 2024Q4: 23,919 shares; 2025Q1: 23,919 shares; 2025Q2: 23,920 shares; 2025Q3: 22,935 shares; 2025Q4: 22,935 shares; 2026Q1: 22,935 shares; 2026Q2: 30,475 shares 30,475 $1.29M 0.15% +7,540 Timeline ZJUN 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 38,786 shares; 2025Q3: 38,786 shares; 2025Q4: 38,786 shares; 2026Q1: 38,786 shares; 2026Q2: 44,743 shares 44,743 $1.23M 0.15% +5,957 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,903 shares; 2024Q4: 4,344 shares; 2025Q1: 4,767 shares; 2025Q2: 5,142 shares; 2025Q3: 5,494 shares; 2025Q4: 5,596 shares; 2026Q1: 7,094 shares; 2026Q2: 7,470 shares 7,470 $1.22M 0.15% +376 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,871 shares; 2026Q1: 4,908 shares; 2026Q2: 5,526 shares 5,526 $1.2M 0.14% +618 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,131 shares; 2025Q2: 10,205 shares; 2025Q3: 10,797 shares; 2025Q4: 11,970 shares; 2026Q1: 14,241 shares; 2026Q2: 23,917 shares 23,917 $1.19M 0.14% +9,676 Timeline ZJAN 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 reported; 2024Q4: not reported; 2025Q1: 23,860 shares; 2025Q2: 23,860 shares; 2025Q3: 23,860 shares; 2025Q4: 23,860 shares; 2026Q1: 41,103 shares; 2026Q2: 41,103 shares 41,103 $1.15M 0.14% 0 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,061 shares; 2025Q4: 7,458 shares; 2026Q1: 10,238 shares; 2026Q2: 11,958 shares 11,958 $1.14M 0.14% +1,720 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: 22,711 shares; 2024Q4: 21,131 shares; 2025Q1: 21,131 shares; 2025Q2: 21,131 shares; 2025Q3: 18,348 shares; 2025Q4: 18,348 shares; 2026Q1: 23,768 shares; 2026Q2: 23,768 shares 23,768 $1.14M 0.13% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,003 shares; 2025Q4: 2,019 shares; 2026Q1: 1,997 shares; 2026Q2: 2,591 shares 2,591 $1.12M 0.13% +594 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: 4,117 shares; 2024Q4: 4,117 shares; 2025Q1: 4,126 shares; 2025Q2: 4,117 shares; 2025Q3: 4,117 shares; 2025Q4: 4,117 shares; 2026Q1: 4,117 shares; 2026Q2: 4,117 shares 4,117 $1.09M 0.13% 0 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 reported; 2024Q4: not reported; 2025Q1: 2,044 shares; 2025Q2: 2,434 shares; 2025Q3: 2,452 shares; 2025Q4: 2,547 shares; 2026Q1: 2,403 shares; 2026Q2: 2,549 shares 2,549 $1.09M 0.13% +146 Timeline CGMU 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31,729 shares; 2026Q2: 36,097 shares 36,097 $992K 0.12% +4,368 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,577 shares; 2024Q4: 4,833 shares; 2025Q1: 5,147 shares; 2025Q2: 5,998 shares; 2025Q3: 6,312 shares; 2025Q4: 6,735 shares; 2026Q1: 7,571 shares; 2026Q2: 5,347 shares 5,347 $988K 0.12% -2,224 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: 7,012 shares; 2024Q4: 6,071 shares; 2025Q1: 6,283 shares; 2025Q2: 7,442 shares; 2025Q3: 8,672 shares; 2025Q4: 9,354 shares; 2026Q1: 8,847 shares; 2026Q2: 10,104 shares 10,104 $973K 0.12% +1,257 Timeline MINO 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,872 shares; 2026Q2: 20,580 shares 20,580 $942K 0.11% +1,708 Timeline ZAUG 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34,071 shares; 2025Q4: 34,071 shares; 2026Q1: 34,071 shares; 2026Q2: 34,071 shares 34,071 $938K 0.11% 0 Timeline ZOCT 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,563 shares; 2026Q1: 32,563 shares; 2026Q2: 32,543 shares 32,543 $899K 0.11% -20 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,377 shares; 2024Q4: 1,321 shares; 2025Q1: 1,313 shares; 2025Q2: 1,309 shares; 2025Q3: 1,239 shares; 2025Q4: 12,500 shares; 2026Q1: 11,041 shares; 2026Q2: 11,763 shares 11,763 $840K 0.1% +722 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,241 shares 2,241 $834K 0.1% new Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,528 shares 2,528 $796K 0.09% new Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,156 shares; 2025Q1: 3,764 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,127 shares 4,127 $786K 0.09% new Timeline ZSEP 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,677 shares; 2025Q4: 26,677 shares; 2026Q1: 26,677 shares; 2026Q2: 26,677 shares 26,677 $735K 0.09% 0 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,007 shares; 2024Q4: 3,004 shares; 2025Q1: 2,050 shares; 2025Q2: 1,602 shares; 2025Q3: 1,602 shares; 2025Q4: 1,602 shares; 2026Q1: 1,588 shares; 2026Q2: 1,608 shares 1,608 $728K 0.09% +20 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,529 shares; 2024Q4: 2,529 shares; 2025Q1: 2,717 shares; 2025Q2: 2,717 shares; 2025Q3: 2,717 shares; 2025Q4: 2,717 shares; 2026Q1: 2,676 shares; 2026Q2: 2,676 shares 2,676 $708K 0.08% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,850 shares; 2025Q3: 14,851 shares; 2025Q4: 20,408 shares; 2026Q1: 12,558 shares; 2026Q2: 13,302 shares 13,302 $673K 0.08% +744 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,527 shares; 2025Q4: 1,735 shares; 2026Q1: 1,387 shares; 2026Q2: 1,600 shares 1,600 $636K 0.08% +213 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: 16,245 shares; 2024Q4: 15,710 shares; 2025Q1: 15,634 shares; 2025Q2: 15,733 shares; 2025Q3: 12,432 shares; 2025Q4: 11,344 shares; 2026Q1: 10,227 shares; 2026Q2: 11,124 shares 11,124 $628K 0.07% +897 Timeline PJUL 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: 12,677 shares; 2024Q4: 12,677 shares; 2025Q1: 12,677 shares; 2025Q2: 12,677 shares; 2025Q3: 12,677 shares; 2025Q4: 12,677 shares; 2026Q1: 12,677 shares; 2026Q2: 12,677 shares 12,677 $619K 0.07% 0 Timeline PDEC 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,979 shares; 2026Q1: 12,979 shares; 2026Q2: 12,979 shares 12,979 $596K 0.07% 0 Timeline ZJUL 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,820 shares; 2025Q4: 18,820 shares; 2026Q1: 18,820 shares; 2026Q2: 18,820 shares 18,820 $564K 0.07% 0 Timeline PHYS 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: 18,615 shares; 2024Q4: 18,615 shares; 2025Q1: 18,615 shares; 2025Q2: 18,615 shares; 2025Q3: 18,615 shares; 2025Q4: 18,615 shares; 2026Q1: 18,615 shares; 2026Q2: 18,615 shares 18,615 $562K 0.07% 0 Timeline AAPR 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: 19,425 shares; 2024Q4: 19,425 shares; 2025Q1: 19,425 shares; 2025Q2: 19,425 shares; 2025Q3: 18,475 shares; 2025Q4: 18,475 shares; 2026Q1: 18,475 shares; 2026Q2: 18,475 shares 18,475 $545K 0.06% 0 Timeline PNOV 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,119 shares; 2026Q1: 12,119 shares; 2026Q2: 12,119 shares 12,119 $537K 0.06% 0 Timeline POCT 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,981 shares; 2026Q1: 10,981 shares; 2026Q2: 10,981 shares 10,981 $510K 0.06% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,526 shares 3,526 $492K 0.06% new 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: 2,481 shares; 2024Q4: 2,518 shares; 2025Q1: 2,364 shares; 2025Q2: 2,353 shares; 2025Q3: 2,209 shares; 2025Q4: 2,636 shares; 2026Q1: 2,390 shares; 2026Q2: 2,522 shares 2,522 $478K 0.06% +132 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 113,048 shares; 2024Q4: 85,230 shares; 2025Q1: 74,133 shares; 2025Q2: 57,453 shares; 2025Q3: 56,255 shares; 2025Q4: 53,362 shares; 2026Q1: 52,290 shares; 2026Q2: 48,046 shares 48,046 $451K 0.05% -4,244 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: 1,641 shares; 2024Q4: 1,566 shares; 2025Q1: 1,567 shares; 2025Q2: 1,570 shares; 2025Q3: 1,571 shares; 2025Q4: 2,852 shares; 2026Q1: 1,557 shares; 2026Q2: 1,559 shares 1,559 $445K 0.05% +2 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 880 shares; 2026Q1: 580 shares; 2026Q2: 580 shares 580 $433K 0.05% 0 Timeline CGHM 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,130 shares 16,130 $417K 0.05% new Timeline FMHI 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,584 shares 8,584 $416K 0.05% new Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,045 shares; 2024Q4: 26,413 shares; 2025Q1: 27,555 shares; 2025Q2: 29,501 shares; 2025Q3: 29,938 shares; 2025Q4: 28,818 shares; 2026Q1: 29,401 shares; 2026Q2: 29,933 shares 29,933 $416K 0.05% +532 Timeline MUNI 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,886 shares 7,886 $415K 0.05% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,009 shares; 2026Q1: 1,025 shares; 2026Q2: 1,102 shares 1,102 $412K 0.05% +77 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: 1,626 shares; 2024Q4: 1,637 shares; 2025Q1: 1,638 shares; 2025Q2: 1,638 shares; 2025Q3: 1,638 shares; 2025Q4: 1,640 shares; 2026Q1: 1,640 shares; 2026Q2: 1,641 shares 1,641 $388K 0.05% +1 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 344 shares; 2025Q1: 333 shares; 2025Q2: 355 shares; 2025Q3: 365 shares; 2025Q4: 365 shares; 2026Q1: 359 shares; 2026Q2: 380 shares 380 $372K 0.04% +21 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: 1,745 shares; 2024Q4: 1,773 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 614 shares 614 $357K 0.04% new Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,169 shares; 2024Q4: 1,144 shares; 2025Q1: 966 shares; 2025Q2: 948 shares; 2025Q3: 919 shares; 2025Q4: 923 shares; 2026Q1: 699 shares; 2026Q2: 642 shares 642 $330K 0.04% -57 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: 1,465 shares; 2024Q4: 1,473 shares; 2025Q1: 1,572 shares; 2025Q2: 1,998 shares; 2025Q3: 1,965 shares; 2025Q4: 1,304 shares; 2026Q1: 1,302 shares; 2026Q2: 1,233 shares 1,233 $306K 0.04% -69 Timeline JMST 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: 13,717 shares; 2024Q4: 15,451 shares; 2025Q1: 17,619 shares; 2025Q2: 18,934 shares; 2025Q3: 21,292 shares; 2025Q4: 19,595 shares; 2026Q1: 5,861 shares; 2026Q2: 5,891 shares 5,891 $300K 0.04% +30 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 862 shares; 2025Q2: 843 shares; 2025Q3: 843 shares; 2025Q4: 850 shares; 2026Q1: 844 shares; 2026Q2: 844 shares 844 $291K 0.03% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,107 shares; 2024Q4: 1,051 shares; 2025Q1: 1,029 shares; 2025Q2: 1,039 shares; 2025Q3: 974 shares; 2025Q4: 889 shares; 2026Q1: 751 shares; 2026Q2: 850 shares 850 $288K 0.03% +99 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: 14,302 shares; 2024Q4: 14,835 shares; 2025Q1: 12,550 shares; 2025Q2: 12,488 shares; 2025Q3: 12,342 shares; 2025Q4: 12,935 shares; 2026Q1: 3,848 shares; 2026Q2: 3,935 shares 3,935 $284K 0.03% +87 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,971 shares 1,971 $282K 0.03% new Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,558 shares; 2025Q2: 2,637 shares; 2025Q3: 2,532 shares; 2025Q4: 2,635 shares; 2026Q1: 2,536 shares; 2026Q2: 2,659 shares 2,659 $272K 0.03% +123 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,682 shares; 2026Q1: not reported; 2026Q2: 1,376 shares 1,376 $262K 0.03% new Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 780 shares; 2025Q1: 787 shares; 2025Q2: 774 shares; 2025Q3: 738 shares; 2025Q4: 677 shares; 2026Q1: 634 shares; 2026Q2: 722 shares 722 $256K 0.03% +88 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,870 shares; 2026Q1: 4,185 shares; 2026Q2: 4,961 shares 4,961 $242K 0.03% +776 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,446 shares; 2026Q1: not reported; 2026Q2: 1,131 shares 1,131 $236K 0.03% new Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,661 shares; 2026Q1: not reported; 2026Q2: 4,767 shares 4,767 $236K 0.03% new Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,450 shares; 2024Q4: 46,023 shares; 2025Q1: 46,788 shares; 2025Q2: 736 shares; 2025Q3: 643 shares; 2025Q4: 644 shares; 2026Q1: 645 shares; 2026Q2: 644 shares 644 $236K 0.03% -1 Timeline PSEP 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,043 shares; 2025Q4: 5,043 shares; 2026Q1: 5,043 shares; 2026Q2: 5,043 shares 5,043 $232K 0.03% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 987 shares; 2025Q3: 977 shares; 2025Q4: 1,436 shares; 2026Q1: 1,426 shares; 2026Q2: 1,572 shares 1,572 $230K 0.03% +146 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,683 shares; 2026Q1: not reported; 2026Q2: 2,255 shares 2,255 $227K 0.03% new Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,530 shares; 2026Q1: not reported; 2026Q2: 4,524 shares 4,524 $227K 0.03% new Timeline TBUX T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,371 shares; 2026Q1: not reported; 2026Q2: 4,556 shares 4,556 $227K 0.03% new 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 reported; 2024Q4: not reported; 2025Q1: 4,510 shares; 2025Q2: 5,595 shares; 2025Q3: 5,555 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,854 shares 4,854 $226K 0.03% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 530 shares; 2025Q3: 439 shares; 2025Q4: 439 shares; 2026Q1: not reported; 2026Q2: 1,756 shares 1,756 $218K 0.03% new Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,172 shares 9,172 $211K 0.03% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 881 shares 881 $210K 0.02% new Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 792 shares 792 $206K 0.02% new Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,451 shares; 2025Q1: 2,339 shares; 2025Q2: 2,300 shares; 2025Q3: 2,119 shares; 2025Q4: 1,805 shares; 2026Q1: not reported; 2026Q2: 1,896 shares 1,896 $203K 0.02% new Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 151 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 450 shares; 2026Q2: 459 shares 459 $201K 0.02% +9 Timeline TFSL TFS FINL CORP More: the full row for TFS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,193 shares; 2026Q1: 10,361 shares; 2026Q2: 10,806 shares 10,806 $191K 0.02% +445 Timeline FIGS FIGS INC More: the full row for FIGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,000 shares; 2024Q4: 13,000 shares; 2025Q1: 13,000 shares; 2025Q2: 13,000 shares; 2025Q3: 13,000 shares; 2025Q4: 13,000 shares; 2026Q1: 13,000 shares; 2026Q2: 13,000 shares 13,000 $133K 0.02% 0 Timeline AQST AQUESTIVE THERAPEUTICS INC More: the full row for AQUESTIVE THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $41.6K <0.01% 0 Timeline