IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 953,339 shares; 2024Q4: 946,392 shares; 2025Q1: 845,630 shares; 2025Q2: 859,735 shares; 2025Q3: 1,026,958 shares; 2025Q4: 1,019,830 shares; 2026Q1: 1,047,836 shares; 2026Q2: 1,036,902 shares 1,036,902 $143M 14.49% -10,934 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 430,271 shares; 2024Q4: 436,966 shares; 2025Q1: 440,965 shares; 2025Q2: 449,606 shares; 2025Q3: 595,326 shares; 2025Q4: 592,080 shares; 2026Q1: 572,662 shares; 2026Q2: 575,983 shares 575,983 $131M 13.29% +3,321 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,888,694 shares; 2024Q4: 1,940,769 shares; 2025Q1: 2,063,745 shares; 2025Q2: 2,056,796 shares; 2025Q3: 1,864,707 shares; 2025Q4: 1,863,526 shares; 2026Q1: 2,896,421 shares; 2026Q2: 2,918,971 shares 2,918,971 $120M 12.23% +22,550 Timeline SDVY 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: 2,709,150 shares; 2024Q4: 2,726,811 shares; 2025Q1: 2,666,766 shares; 2025Q2: 2,747,396 shares; 2025Q3: 2,800,749 shares; 2025Q4: 2,805,135 shares; 2026Q1: 2,674,296 shares; 2026Q2: 2,704,072 shares 2,704,072 $117M 11.85% +29,776 Timeline JQUA 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: 653,458 shares; 2025Q2: 671,830 shares; 2025Q3: 997,493 shares; 2025Q4: 1,001,489 shares; 2026Q1: 1,017,280 shares; 2026Q2: 1,015,715 shares 1,015,715 $73.4M 7.46% -1,565 Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,753,129 shares; 2025Q1: 3,016,525 shares; 2025Q2: 3,043,021 shares; 2025Q3: 3,074,804 shares; 2025Q4: 3,097,763 shares; 2026Q1: 3,240,435 shares; 2026Q2: 3,242,759 shares 3,242,759 $67.6M 6.87% +2,324 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 846,946 shares; 2025Q1: 912,841 shares; 2025Q2: 920,066 shares; 2025Q3: 926,477 shares; 2025Q4: 937,097 shares; 2026Q1: 967,020 shares; 2026Q2: 964,908 shares 964,908 $51.6M 5.24% -2,112 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: 295,409 shares; 2024Q4: 311,825 shares; 2025Q1: 330,172 shares; 2025Q2: 332,569 shares; 2025Q3: 336,222 shares; 2025Q4: 337,993 shares; 2026Q1: 349,732 shares; 2026Q2: 359,346 shares 359,346 $35.6M 3.61% +9,614 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,016,092 shares; 2024Q4: 2,035,836 shares; 2025Q1: 2,009,693 shares; 2025Q2: 2,046,792 shares; 2025Q3: 1,793,245 shares; 2025Q4: 1,819,770 shares; 2026Q1: 687,262 shares; 2026Q2: 700,148 shares 700,148 $29.2M 2.97% +12,886 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,925 shares; 2024Q4: 83,460 shares; 2025Q1: 73,589 shares; 2025Q2: 76,469 shares; 2025Q3: 88,904 shares; 2025Q4: 101,868 shares; 2026Q1: 117,174 shares; 2026Q2: 123,390 shares 123,390 $10.1M 1.03% +6,216 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,063 shares; 2024Q4: 45,399 shares; 2025Q1: 36,214 shares; 2025Q2: 41,701 shares; 2025Q3: 49,915 shares; 2025Q4: 47,360 shares; 2026Q1: 50,677 shares; 2026Q2: 52,917 shares 52,917 $8.69M 0.88% +2,240 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91,000 shares; 2024Q4: 115,282 shares; 2025Q1: 104,160 shares; 2025Q2: 106,481 shares; 2025Q3: 124,927 shares; 2025Q4: 151,953 shares; 2026Q1: 177,221 shares; 2026Q2: 190,528 shares 190,528 $8.04M 0.82% +13,307 Timeline DXUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 65,191 shares; 2025Q2: 68,114 shares; 2025Q3: 81,324 shares; 2025Q4: 92,388 shares; 2026Q1: 104,420 shares; 2026Q2: 110,345 shares 110,345 $7.34M 0.75% +5,925 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: 23,583 shares; 2024Q4: 24,354 shares; 2025Q1: 25,129 shares; 2025Q2: 24,492 shares; 2025Q3: 25,018 shares; 2025Q4: 25,601 shares; 2026Q1: 24,561 shares; 2026Q2: 23,474 shares 23,474 $6.79M 0.69% -1,087 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: 9,629 shares; 2024Q4: 9,169 shares; 2025Q1: 6,793 shares; 2025Q2: 10,190 shares; 2025Q3: 11,236 shares; 2025Q4: 8,289 shares; 2026Q1: 7,261 shares; 2026Q2: 8,927 shares 8,927 $6.69M 0.68% +1,666 Timeline BIBL 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: 181,448 shares; 2024Q4: 185,499 shares; 2025Q1: 156,090 shares; 2025Q2: 151,038 shares; 2025Q3: 150,581 shares; 2025Q4: 150,306 shares; 2026Q1: 108,758 shares; 2026Q2: 108,263 shares 108,263 $6.27M 0.64% -495 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: 7,699 shares; 2024Q4: 9,203 shares; 2025Q1: 53,599 shares; 2025Q2: 52,996 shares; 2025Q3: 70,448 shares; 2025Q4: 65,722 shares; 2026Q1: 72,915 shares; 2026Q2: 70,880 shares 70,880 $5.75M 0.58% -2,035 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,762 shares; 2024Q4: 22,250 shares; 2025Q1: 20,178 shares; 2025Q2: 20,117 shares; 2025Q3: 24,555 shares; 2025Q4: 23,313 shares; 2026Q1: 27,328 shares; 2026Q2: 26,298 shares 26,298 $5.1M 0.52% -1,030 Timeline ELCV STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 121,491 shares; 2025Q2: 117,882 shares; 2025Q3: 157,749 shares; 2025Q4: 158,433 shares; 2026Q1: 152,754 shares; 2026Q2: 152,464 shares 152,464 $5.01M 0.51% -290 Timeline TPIF TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 99,160 shares; 2024Q4: 101,926 shares; 2025Q1: 102,377 shares; 2025Q2: 96,971 shares; 2025Q3: 84,831 shares; 2025Q4: 85,302 shares; 2026Q1: 129,895 shares; 2026Q2: 129,799 shares 129,799 $4.84M 0.49% -96 Timeline IBD 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: 170,717 shares; 2024Q4: 185,393 shares; 2025Q1: 187,404 shares; 2025Q2: 179,970 shares; 2025Q3: 183,101 shares; 2025Q4: 182,015 shares; 2026Q1: 195,296 shares; 2026Q2: 197,625 shares 197,625 $4.7M 0.48% +2,329 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: 1,101,195 shares; 2024Q4: 1,069,019 shares; 2025Q1: 1,046,540 shares; 2025Q2: 1,102,344 shares; 2025Q3: 79,019 shares; 2025Q4: 48,646 shares; 2026Q1: 41,550 shares; 2026Q2: 58,601 shares 58,601 $4.52M 0.46% +17,051 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: 66,283 shares; 2024Q4: 67,604 shares; 2025Q1: 62,848 shares; 2025Q2: 60,708 shares; 2025Q3: 84,275 shares; 2025Q4: 85,043 shares; 2026Q1: 86,077 shares; 2026Q2: 86,396 shares 86,396 $4.35M 0.44% +319 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,000 shares; 2024Q4: 30,854 shares; 2025Q1: 33,570 shares; 2025Q2: 33,250 shares; 2025Q3: 27,612 shares; 2025Q4: 25,830 shares; 2026Q1: 43,000 shares; 2026Q2: 41,666 shares 41,666 $3.94M 0.4% -1,334 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: 12,777 shares; 2024Q4: 12,631 shares; 2025Q1: 12,371 shares; 2025Q2: 12,807 shares; 2025Q3: 13,068 shares; 2025Q4: 13,509 shares; 2026Q1: 13,536 shares; 2026Q2: 14,080 shares 14,080 $3.36M 0.34% +544 Timeline FTGS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 107,109 shares; 2025Q2: 106,729 shares; 2025Q3: 113,194 shares; 2025Q4: 107,910 shares; 2026Q1: 84,114 shares; 2026Q2: 81,239 shares 81,239 $3.01M 0.31% -2,875 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: 13,263 shares; 2026Q1: 14,591 shares; 2026Q2: 15,263 shares 15,263 $2.91M 0.3% +672 Timeline INCM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,862 shares; 2024Q4: 82,186 shares; 2025Q1: 82,186 shares; 2025Q2: 82,385 shares; 2025Q3: 91,229 shares; 2025Q4: 91,229 shares; 2026Q1: 93,303 shares; 2026Q2: 95,599 shares 95,599 $2.76M 0.28% +2,296 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: 3,954 shares; 2024Q4: 4,329 shares; 2025Q1: 4,461 shares; 2025Q2: 4,593 shares; 2025Q3: 4,834 shares; 2025Q4: 5,121 shares; 2026Q1: 5,773 shares; 2026Q2: 6,340 shares 6,340 $2.37M 0.24% +567 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: 357,085 shares; 2024Q4: 340,728 shares; 2025Q1: 11,070 shares; 2025Q2: 27,370 shares; 2025Q3: 23,127 shares; 2025Q4: 7,071 shares; 2026Q1: 6,112 shares; 2026Q2: 15,648 shares 15,648 $2.32M 0.24% +9,536 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 80,081 shares; 2026Q1: 86,433 shares; 2026Q2: 97,338 shares 97,338 $2.28M 0.23% +10,905 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: 3,731 shares; 2024Q4: 3,731 shares; 2025Q1: 3,731 shares; 2025Q2: 3,731 shares; 2025Q3: 3,731 shares; 2025Q4: 3,736 shares; 2026Q1: 3,748 shares; 2026Q2: 3,144 shares 3,144 $2.27M 0.23% -604 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,454 shares; 2024Q4: 41,631 shares; 2025Q1: 24,856 shares; 2025Q2: 26,218 shares; 2025Q3: 20,959 shares; 2025Q4: 24,064 shares; 2026Q1: 26,111 shares; 2026Q2: 27,606 shares 27,606 $2.27M 0.23% +1,495 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: 7,539 shares; 2024Q4: 7,807 shares; 2025Q1: 7,928 shares; 2025Q2: 7,927 shares; 2025Q3: 8,021 shares; 2025Q4: 6,427 shares; 2026Q1: 6,500 shares; 2026Q2: 6,727 shares 6,727 $2.2M 0.22% +227 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: 16,328 shares; 2024Q4: 18,268 shares; 2025Q1: 18,744 shares; 2025Q2: 19,122 shares; 2025Q3: 21,192 shares; 2025Q4: 22,053 shares; 2026Q1: 22,280 shares; 2026Q2: 22,775 shares 22,775 $2.18M 0.22% +495 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 reported; 2024Q4: 9,377 shares; 2025Q1: 24,012 shares; 2025Q2: 24,265 shares; 2025Q3: 27,323 shares; 2025Q4: 28,072 shares; 2026Q1: 39,051 shares; 2026Q2: 56,763 shares 56,763 $2.07M 0.21% +17,712 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: 16,446 shares; 2024Q4: 16,767 shares; 2025Q1: 17,146 shares; 2025Q2: 17,818 shares; 2025Q3: 15,144 shares; 2025Q4: 14,721 shares; 2026Q1: 19,773 shares; 2026Q2: 19,234 shares 19,234 $1.86M 0.19% -539 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: 4,006 shares; 2024Q4: 4,200 shares; 2025Q1: 4,243 shares; 2025Q2: 4,399 shares; 2025Q3: 4,726 shares; 2025Q4: 4,881 shares; 2026Q1: 4,921 shares; 2026Q2: 5,813 shares 5,813 $1.83M 0.19% +892 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: 3,278 shares; 2024Q4: 3,622 shares; 2025Q1: 3,765 shares; 2025Q2: 3,931 shares; 2025Q3: 4,154 shares; 2025Q4: 4,657 shares; 2026Q1: 4,618 shares; 2026Q2: 5,263 shares 5,263 $1.81M 0.18% +645 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: 5,661 shares; 2024Q4: 6,037 shares; 2025Q1: 6,953 shares; 2025Q2: 7,718 shares; 2025Q3: 7,824 shares; 2025Q4: 8,426 shares; 2026Q1: 8,642 shares; 2026Q2: 8,761 shares 8,761 $1.75M 0.18% +119 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: 904 shares; 2024Q4: 1,011 shares; 2025Q1: 1,092 shares; 2025Q2: 1,097 shares; 2025Q3: 1,433 shares; 2025Q4: 1,510 shares; 2026Q1: 1,533 shares; 2026Q2: 1,441 shares 1,441 $1.73M 0.18% -92 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,689 shares; 2024Q4: 59,749 shares; 2025Q1: 59,788 shares; 2025Q2: 61,940 shares; 2025Q3: 62,324 shares; 2025Q4: 63,601 shares; 2026Q1: 64,152 shares; 2026Q2: 66,922 shares 66,922 $1.6M 0.16% +2,770 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,858 shares; 2024Q4: 14,840 shares; 2025Q1: not reported; 2025Q2: 14,637 shares; 2025Q3: 14,087 shares; 2025Q4: 10,687 shares; 2026Q1: not reported; 2026Q2: 7,694 shares 7,694 $1.54M 0.16% new 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: 1,070 shares; 2024Q4: 1,204 shares; 2025Q1: 1,200 shares; 2025Q2: 1,225 shares; 2025Q3: 1,197 shares; 2025Q4: 2,030 shares; 2026Q1: 2,030 shares; 2026Q2: 1,983 shares 1,983 $1.48M 0.15% -47 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: not reported; 2025Q4: 3,768 shares; 2026Q1: 3,851 shares; 2026Q2: 3,414 shares 3,414 $1.48M 0.15% -437 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: 36,198 shares; 2024Q4: not reported; 2025Q1: 33,443 shares; 2025Q2: 30,281 shares; 2025Q3: 29,462 shares; 2025Q4: 25,749 shares; 2026Q1: not reported; 2026Q2: 17,770 shares 17,770 $1.47M 0.15% new Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 228 shares; 2024Q4: 869 shares; 2025Q1: 935 shares; 2025Q2: 1,038 shares; 2025Q3: 1,206 shares; 2025Q4: 1,472 shares; 2026Q1: 1,517 shares; 2026Q2: 1,565 shares 1,565 $1.46M 0.15% +48 Timeline IPAC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,889 shares; 2024Q4: not reported; 2025Q1: 28,555 shares; 2025Q2: not reported; 2025Q3: 16,119 shares; 2025Q4: 23,480 shares; 2026Q1: 20,976 shares; 2026Q2: 17,776 shares 17,776 $1.46M 0.15% -3,200 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: 78,574 shares; 2024Q4: 78,940 shares; 2025Q1: 64,364 shares; 2025Q2: 62,818 shares; 2025Q3: 30,023 shares; 2025Q4: 30,066 shares; 2026Q1: 28,811 shares; 2026Q2: 28,646 shares 28,646 $1.43M 0.15% -165 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: 2,427 shares; 2025Q3: 2,635 shares; 2025Q4: 2,829 shares; 2026Q1: 2,902 shares; 2026Q2: 2,956 shares 2,956 $1.41M 0.14% +54 Timeline XLC 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: 10,500 shares; 2025Q3: 10,581 shares; 2025Q4: 11,383 shares; 2026Q1: 12,298 shares; 2026Q2: 13,166 shares 13,166 $1.41M 0.14% +868 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: 7,394 shares; 2025Q1: 8,189 shares; 2025Q2: 8,226 shares; 2025Q3: 6,582 shares; 2025Q4: 7,550 shares; 2026Q1: 7,940 shares; 2026Q2: 8,018 shares 8,018 $1.36M 0.14% +78 Timeline FVAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,311 shares; 2025Q3: 27,544 shares; 2025Q4: 26,041 shares; 2026Q1: not reported; 2026Q2: 17,433 shares 17,433 $1.36M 0.14% new Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,876 shares; 2024Q4: 15,911 shares; 2025Q1: 16,154 shares; 2025Q2: 16,275 shares; 2025Q3: 9,527 shares; 2025Q4: 9,015 shares; 2026Q1: 9,766 shares; 2026Q2: 9,265 shares 9,265 $1.36M 0.14% -501 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: 2,044 shares; 2024Q4: 2,372 shares; 2025Q1: 2,594 shares; 2025Q2: 2,594 shares; 2025Q3: 3,114 shares; 2025Q4: 3,566 shares; 2026Q1: 3,643 shares; 2026Q2: 3,779 shares 3,779 $1.34M 0.14% +136 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,402 shares; 2024Q4: not reported; 2025Q1: 30,728 shares; 2025Q2: 26,544 shares; 2025Q3: 19,442 shares; 2025Q4: 24,484 shares; 2026Q1: not reported; 2026Q2: 17,793 shares 17,793 $1.34M 0.14% new Timeline FQAL 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: 31,379 shares; 2024Q4: 27,915 shares; 2025Q1: not reported; 2025Q2: 25,947 shares; 2025Q3: 25,307 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,302 shares 16,302 $1.33M 0.13% new Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,864 shares; 2024Q4: 31,087 shares; 2025Q1: 30,823 shares; 2025Q2: 30,534 shares; 2025Q3: 29,740 shares; 2025Q4: 21,451 shares; 2026Q1: not reported; 2026Q2: 16,469 shares 16,469 $1.32M 0.13% new 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: 8,148 shares; 2024Q4: 9,813 shares; 2025Q1: 10,498 shares; 2025Q2: 10,478 shares; 2025Q3: 10,798 shares; 2025Q4: 10,191 shares; 2026Q1: 10,597 shares; 2026Q2: 9,380 shares 9,380 $1.31M 0.13% -1,217 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,577 shares; 2024Q4: 3,276 shares; 2025Q1: 3,927 shares; 2025Q2: 4,134 shares; 2025Q3: 5,027 shares; 2025Q4: 5,592 shares; 2026Q1: 5,793 shares; 2026Q2: 5,060 shares 5,060 $1.29M 0.13% -733 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: 16,855 shares; 2024Q4: 16,900 shares; 2025Q1: 17,033 shares; 2025Q2: 18,826 shares; 2025Q3: 17,560 shares; 2025Q4: 18,949 shares; 2026Q1: 19,547 shares; 2026Q2: 21,298 shares 21,298 $1.28M 0.13% +1,751 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: 8,001 shares; 2024Q4: 8,828 shares; 2025Q1: 9,413 shares; 2025Q2: 9,420 shares; 2025Q3: 9,703 shares; 2025Q4: 10,439 shares; 2026Q1: 10,656 shares; 2026Q2: 10,818 shares 10,818 $1.23M 0.12% +162 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: 7,776 shares; 2024Q4: 9,141 shares; 2025Q1: 9,177 shares; 2025Q2: 9,315 shares; 2025Q3: 10,284 shares; 2025Q4: 11,774 shares; 2026Q1: 11,583 shares; 2026Q2: 10,295 shares 10,295 $1.21M 0.12% -1,288 Timeline CASS CASS INFORMATION SYS INC More: the full row for CASS INFORMATION SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,827 shares; 2024Q4: 22,827 shares; 2025Q1: 22,827 shares; 2025Q2: 22,827 shares; 2025Q3: 22,827 shares; 2025Q4: 22,827 shares; 2026Q1: 22,827 shares; 2026Q2: 22,827 shares 22,827 $1.17M 0.12% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,497 shares; 2024Q4: 17,119 shares; 2025Q1: 17,913 shares; 2025Q2: 17,923 shares; 2025Q3: 22,748 shares; 2025Q4: 25,369 shares; 2026Q1: 25,815 shares; 2026Q2: 27,285 shares 27,285 $1.16M 0.12% +1,470 Timeline SN SHARKNINJA INC More: the full row for SHARKNINJA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,102 shares; 2024Q4: 5,024 shares; 2025Q1: 5,510 shares; 2025Q2: 5,562 shares; 2025Q3: 6,366 shares; 2025Q4: 7,339 shares; 2026Q1: 7,643 shares; 2026Q2: 7,350 shares 7,350 $1.12M 0.11% -293 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12,081 shares; 2025Q1: 12,183 shares; 2025Q2: 12,186 shares; 2025Q3: 12,188 shares; 2025Q4: 12,202 shares; 2026Q1: 10,215 shares; 2026Q2: 10,073 shares 10,073 $1.05M 0.11% -142 Timeline OCTM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 28,914 shares; 2025Q1: 28,914 shares; 2025Q2: 28,914 shares; 2025Q3: 28,914 shares; 2025Q4: 26,614 shares; 2026Q1: 26,614 shares; 2026Q2: 29,688 shares 29,688 $998K 0.1% +3,074 Timeline APPF APPFOLIO INC More: the full row for APPFOLIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,869 shares; 2024Q4: 2,252 shares; 2025Q1: 2,437 shares; 2025Q2: 2,442 shares; 2025Q3: 2,871 shares; 2025Q4: 3,313 shares; 2026Q1: 3,523 shares; 2026Q2: 6,193 shares 6,193 $993K 0.1% +2,670 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,358 shares; 2025Q2: 10,382 shares; 2025Q3: 9,912 shares; 2025Q4: 11,365 shares; 2026Q1: 11,775 shares; 2026Q2: 12,599 shares 12,599 $928K 0.09% +824 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: 11,220 shares; 2024Q4: 14,668 shares; 2025Q1: 14,668 shares; 2025Q2: 14,668 shares; 2025Q3: 14,668 shares; 2025Q4: 17,580 shares; 2026Q1: 17,580 shares; 2026Q2: 17,580 shares 17,580 $903K 0.09% 0 Timeline RHP RYMAN HOSPITALITY PPTYS INC More: the full row for RYMAN HOSPITALITY PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,593 shares; 2026Q2: 6,967 shares 6,967 $896K 0.09% -626 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: 1,517 shares; 2024Q4: 1,796 shares; 2025Q1: 1,950 shares; 2025Q2: 1,953 shares; 2025Q3: 2,441 shares; 2025Q4: 2,784 shares; 2026Q1: 2,935 shares; 2026Q2: 4,044 shares 4,044 $883K 0.09% +1,109 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,285 shares; 2024Q4: 22,285 shares; 2025Q1: 22,297 shares; 2025Q2: 19,385 shares; 2025Q3: 19,687 shares; 2025Q4: 17,988 shares; 2026Q1: 18,063 shares; 2026Q2: 17,194 shares 17,194 $883K 0.09% -869 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: 2,525 shares; 2024Q4: 3,026 shares; 2025Q1: 3,003 shares; 2025Q2: 3,003 shares; 2025Q3: 3,003 shares; 2025Q4: 3,027 shares; 2026Q1: 3,012 shares; 2026Q2: 3,119 shares 3,119 $877K 0.09% +107 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: 2,213 shares; 2024Q4: 2,173 shares; 2025Q1: 2,188 shares; 2025Q2: 2,345 shares; 2025Q3: 2,352 shares; 2025Q4: 2,407 shares; 2026Q1: 2,386 shares; 2026Q2: 2,449 shares 2,449 $875K 0.09% +63 Timeline PLAB PHOTRONICS INC More: the full row for PHOTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,203 shares; 2024Q4: 22,807 shares; 2025Q1: 30,807 shares; 2025Q2: 26,396 shares; 2025Q3: 30,000 shares; 2025Q4: 21,205 shares; 2026Q1: 21,966 shares; 2026Q2: 26,598 shares 26,598 $865K 0.09% +4,632 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,765 shares; 2024Q4: 19,681 shares; 2025Q1: 20,313 shares; 2025Q2: 17,172 shares; 2025Q3: 17,284 shares; 2025Q4: 16,591 shares; 2026Q1: 16,607 shares; 2026Q2: 16,222 shares 16,222 $822K 0.08% -385 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 929 shares; 2024Q4: 1,124 shares; 2025Q1: 1,236 shares; 2025Q2: 1,236 shares; 2025Q3: 1,537 shares; 2025Q4: 1,661 shares; 2026Q1: 1,709 shares; 2026Q2: 2,086 shares 2,086 $813K 0.08% +377 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 926 shares; 2024Q4: 1,051 shares; 2025Q1: 746 shares; 2025Q2: 748 shares; 2025Q3: 848 shares; 2025Q4: 981 shares; 2026Q1: 1,051 shares; 2026Q2: 1,770 shares 1,770 $813K 0.08% +719 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP 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: 6,614 shares; 2025Q4: 7,462 shares; 2026Q1: 8,904 shares; 2026Q2: 10,912 shares 10,912 $795K 0.08% +2,008 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: 17,766 shares; 2024Q4: 18,678 shares; 2025Q1: 18,728 shares; 2025Q2: 17,098 shares; 2025Q3: 17,209 shares; 2025Q4: 15,349 shares; 2026Q1: 15,448 shares; 2026Q2: 15,548 shares 15,548 $786K 0.08% +100 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: 4,139 shares; 2024Q4: 6,946 shares; 2025Q1: 7,100 shares; 2025Q2: 7,100 shares; 2025Q3: 5,861 shares; 2025Q4: 5,911 shares; 2026Q1: 5,940 shares; 2026Q2: 5,749 shares 5,749 $786K 0.08% -191 Timeline FFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,095 shares; 2024Q4: 12,095 shares; 2025Q1: 12,881 shares; 2025Q2: 12,881 shares; 2025Q3: 12,881 shares; 2025Q4: 11,501 shares; 2026Q1: 12,390 shares; 2026Q2: 12,390 shares 12,390 $756K 0.08% 0 Timeline GAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,471 shares; 2025Q2: 10,083 shares; 2025Q3: 15,356 shares; 2025Q4: 17,960 shares; 2026Q1: 17,960 shares; 2026Q2: 17,960 shares 17,960 $744K 0.08% 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: 1,557 shares; 2024Q4: 1,557 shares; 2025Q1: 1,557 shares; 2025Q2: 1,557 shares; 2025Q3: 1,581 shares; 2025Q4: 1,624 shares; 2026Q1: 1,648 shares; 2026Q2: 1,678 shares 1,678 $715K 0.07% +30 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 reported; 2024Q4: not reported; 2025Q1: 6,174 shares; 2025Q2: 6,139 shares; 2025Q3: 6,139 shares; 2025Q4: 6,046 shares; 2026Q1: 15,681 shares; 2026Q2: 15,681 shares 15,681 $706K 0.07% 0 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,120 shares; 2024Q4: 3,962 shares; 2025Q1: 4,708 shares; 2025Q2: 4,719 shares; 2025Q3: 5,957 shares; 2025Q4: 6,566 shares; 2026Q1: 6,727 shares; 2026Q2: 6,770 shares 6,770 $693K 0.07% +43 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 371 shares; 2024Q4: 439 shares; 2025Q1: 481 shares; 2025Q2: 482 shares; 2025Q3: 564 shares; 2025Q4: 635 shares; 2026Q1: 669 shares; 2026Q2: 608 shares 608 $688K 0.07% -61 Timeline XIMR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,215 shares; 2026Q2: 21,773 shares 21,773 $685K 0.07% +5,558 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,893 shares; 2025Q2: 2,890 shares; 2025Q3: 3,216 shares; 2025Q4: 3,488 shares; 2026Q1: 3,581 shares; 2026Q2: 4,264 shares 4,264 $684K 0.07% +683 Timeline DOV DOVER CORP More: the full row for DOVER 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: 2,511 shares; 2025Q4: 2,873 shares; 2026Q1: 2,975 shares; 2026Q2: 2,979 shares 2,979 $668K 0.07% +4 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,530 shares; 2024Q4: 1,802 shares; 2025Q1: 1,962 shares; 2025Q2: 1,969 shares; 2025Q3: 2,300 shares; 2025Q4: 2,545 shares; 2026Q1: 2,668 shares; 2026Q2: 2,927 shares 2,927 $664K 0.07% +259 Timeline PRDO PERDOCEO ED CORP More: the full row for PERDOCEO ED 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: 15,272 shares; 2025Q4: 17,079 shares; 2026Q1: 17,715 shares; 2026Q2: 20,681 shares 20,681 $662K 0.07% +2,966 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: 7,355 shares; 2024Q4: 7,496 shares; 2025Q1: 7,707 shares; 2025Q2: 8,747 shares; 2025Q3: 8,407 shares; 2025Q4: 9,910 shares; 2026Q1: 10,451 shares; 2026Q2: 11,648 shares 11,648 $658K 0.07% +1,197 Timeline FPE 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: 22,999 shares; 2024Q4: 23,475 shares; 2025Q1: 24,142 shares; 2025Q2: 27,149 shares; 2025Q3: 25,932 shares; 2025Q4: 29,526 shares; 2026Q1: 31,534 shares; 2026Q2: 35,039 shares 35,039 $626K 0.06% +3,505 Timeline INTU INTUIT More: the full row for INTUIT 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: 633 shares; 2025Q4: 736 shares; 2026Q1: 793 shares; 2026Q2: 2,378 shares 2,378 $621K 0.06% +1,585 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,405 shares; 2024Q4: 7,654 shares; 2025Q1: 8,374 shares; 2025Q2: 8,374 shares; 2025Q3: 10,699 shares; 2025Q4: 12,251 shares; 2026Q1: 12,666 shares; 2026Q2: 9,794 shares 9,794 $616K 0.06% -2,872 Timeline GOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,858 shares; 2026Q1: 12,858 shares; 2026Q2: 14,678 shares 14,678 $610K 0.06% +1,820 Timeline PSN PARSONS CORP DEL More: the full row for PARSONS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,750 shares; 2024Q4: 4,436 shares; 2025Q1: 5,052 shares; 2025Q2: 5,052 shares; 2025Q3: 6,329 shares; 2025Q4: 6,992 shares; 2026Q1: 7,419 shares; 2026Q2: 11,602 shares 11,602 $608K 0.06% +4,183 Timeline STK COLUMBIA SELIGM PREM TECH GR More: the full row for COLUMBIA SELIGM PREM TECH GR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,005 shares; 2024Q4: 15,074 shares; 2025Q1: 15,074 shares; 2025Q2: 13,890 shares; 2025Q3: 13,890 shares; 2025Q4: 13,890 shares; 2026Q1: 13,890 shares; 2026Q2: 11,115 shares 11,115 $599K 0.06% -2,775 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: 952 shares; 2024Q4: 952 shares; 2025Q1: 944 shares; 2025Q2: 972 shares; 2025Q3: 927 shares; 2025Q4: 824 shares; 2026Q1: 803 shares; 2026Q2: 803 shares 803 $591K 0.06% 0 Timeline GDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,285 shares; 2026Q1: 14,608 shares; 2026Q2: 14,608 shares 14,608 $581K 0.06% 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: 1,478 shares; 2024Q4: 1,425 shares; 2025Q1: 1,425 shares; 2025Q2: 1,438 shares; 2025Q3: 1,438 shares; 2025Q4: 1,483 shares; 2026Q1: 1,476 shares; 2026Q2: 1,612 shares 1,612 $569K 0.06% +136 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: 7,542 shares; 2024Q4: 7,542 shares; 2025Q1: 7,542 shares; 2025Q2: 6,402 shares; 2025Q3: 6,402 shares; 2025Q4: 6,402 shares; 2026Q1: 5,240 shares; 2026Q2: 13,500 shares 13,500 $552K 0.06% +8,260 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 reported; 2024Q4: 5,643 shares; 2025Q1: 5,643 shares; 2025Q2: 5,643 shares; 2025Q3: 5,563 shares; 2025Q4: 5,571 shares; 2026Q1: 3,276 shares; 2026Q2: 3,249 shares 3,249 $549K 0.06% -27 Timeline PAY PAYMENTUS HOLDINGS INC More: the full row for PAYMENTUS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,149 shares; 2025Q3: 11,521 shares; 2025Q4: 13,047 shares; 2026Q1: 13,760 shares; 2026Q2: 21,812 shares 21,812 $527K 0.05% +8,052 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: 3,357 shares; 2024Q4: 3,382 shares; 2025Q1: 3,342 shares; 2025Q2: 3,409 shares; 2025Q3: 3,489 shares; 2025Q4: 3,679 shares; 2026Q1: 3,521 shares; 2026Q2: 3,533 shares 3,533 $518K 0.05% +12 Timeline XISE FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,253 shares; 2025Q1: 8,277 shares; 2025Q2: 8,302 shares; 2025Q3: 8,335 shares; 2025Q4: 8,352 shares; 2026Q1: 16,720 shares; 2026Q2: 16,747 shares 16,747 $510K 0.05% +27 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,644 shares; 2026Q1: 10,112 shares; 2026Q2: 10,112 shares 10,112 $510K 0.05% 0 Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,181 shares; 2024Q4: 19,952 shares; 2025Q1: 19,952 shares; 2025Q2: 22,170 shares; 2025Q3: 20,845 shares; 2025Q4: 19,782 shares; 2026Q1: 19,269 shares; 2026Q2: 19,427 shares 19,427 $491K 0.05% +158 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,452 shares; 2025Q2: 10,609 shares; 2025Q3: 10,130 shares; 2025Q4: 11,970 shares; 2026Q1: 12,747 shares; 2026Q2: 14,162 shares 14,162 $474K 0.05% +1,415 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: 549 shares; 2024Q4: 539 shares; 2025Q1: 467 shares; 2025Q2: 467 shares; 2025Q3: 467 shares; 2025Q4: 469 shares; 2026Q1: 473 shares; 2026Q2: 477 shares 477 $467K 0.05% +4 Timeline SEPM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,799 shares; 2025Q1: 11,799 shares; 2025Q2: 11,799 shares; 2025Q3: 11,799 shares; 2025Q4: 11,799 shares; 2026Q1: 11,799 shares; 2026Q2: 14,118 shares 14,118 $463K 0.05% +2,319 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 788 shares 788 $458K 0.05% new Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,667 shares; 2024Q4: 2,667 shares; 2025Q1: 2,640 shares; 2025Q2: 2,640 shares; 2025Q3: 2,640 shares; 2025Q4: 2,579 shares; 2026Q1: 2,579 shares; 2026Q2: 2,579 shares 2,579 $456K 0.05% 0 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 540 shares; 2025Q1: 540 shares; 2025Q2: 708 shares; 2025Q3: 604 shares; 2025Q4: 912 shares; 2026Q1: 878 shares; 2026Q2: 5,274 shares 5,274 $454K 0.05% +4,396 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: 781 shares; 2024Q4: 781 shares; 2025Q1: 781 shares; 2025Q2: 866 shares; 2025Q3: 872 shares; 2025Q4: 876 shares; 2026Q1: 892 shares; 2026Q2: 895 shares 895 $448K 0.05% +3 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,163 shares; 2024Q4: 8,164 shares; 2025Q1: 7,421 shares; 2025Q2: 7,421 shares; 2025Q3: 7,501 shares; 2025Q4: 7,550 shares; 2026Q1: 8,443 shares; 2026Q2: 7,865 shares 7,865 $443K 0.05% -578 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: 8,141 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,121 shares; 2025Q3: 8,121 shares; 2025Q4: 7,571 shares; 2026Q1: 7,973 shares; 2026Q2: 7,973 shares 7,973 $426K 0.04% 0 Timeline GMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,569 shares; 2024Q4: 9,513 shares; 2025Q1: 9,513 shares; 2025Q2: 9,513 shares; 2025Q3: 9,513 shares; 2025Q4: 9,513 shares; 2026Q1: 9,513 shares; 2026Q2: 9,513 shares 9,513 $421K 0.04% 0 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: 2,729 shares; 2024Q4: 2,729 shares; 2025Q1: 2,729 shares; 2025Q2: 2,729 shares; 2025Q3: 2,825 shares; 2025Q4: 2,833 shares; 2026Q1: 2,840 shares; 2026Q2: 2,844 shares 2,844 $407K 0.04% +4 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 380 shares; 2026Q1: 339 shares; 2026Q2: 369 shares 369 $393K 0.04% +30 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 502 shares; 2026Q1: not reported; 2026Q2: 514 shares 514 $392K 0.04% new 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: 1,253 shares; 2024Q4: not reported; 2025Q1: 1,288 shares; 2025Q2: 1,323 shares; 2025Q3: 1,330 shares; 2025Q4: 1,626 shares; 2026Q1: 1,485 shares; 2026Q2: 1,540 shares 1,540 $391K 0.04% +55 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: 982 shares; 2024Q4: 982 shares; 2025Q1: 982 shares; 2025Q2: 1,094 shares; 2025Q3: 1,048 shares; 2025Q4: 1,048 shares; 2026Q1: 1,093 shares; 2026Q2: 1,083 shares 1,083 $382K 0.04% -10 Timeline DMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,022 shares 8,022 $378K 0.04% new Timeline XJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,653 shares; 2026Q2: 9,653 shares 9,653 $371K 0.04% 0 Timeline XOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,000 shares; 2025Q1: 9,000 shares; 2025Q2: 9,000 shares; 2025Q3: 9,000 shares; 2025Q4: 9,000 shares; 2026Q1: 9,000 shares; 2026Q2: 9,000 shares 9,000 $356K 0.04% 0 Timeline XJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,128 shares; 2025Q3: 5,128 shares; 2025Q4: 5,128 shares; 2026Q1: 5,128 shares; 2026Q2: 7,846 shares 7,846 $349K 0.04% +2,718 Timeline GAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,917 shares 7,917 $330K 0.03% new 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: 1,722 shares; 2024Q4: 1,731 shares; 2025Q1: not reported; 2025Q2: 727 shares; 2025Q3: 727 shares; 2025Q4: 746 shares; 2026Q1: 751 shares; 2026Q2: 778 shares 778 $327K 0.03% +27 Timeline GSLC 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: 4,511 shares; 2024Q4: 4,434 shares; 2025Q1: 2,731 shares; 2025Q2: 2,731 shares; 2025Q3: 2,731 shares; 2025Q4: 2,861 shares; 2026Q1: 2,600 shares; 2026Q2: 2,262 shares 2,262 $321K 0.03% -338 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,966 shares; 2024Q4: 2,966 shares; 2025Q1: 2,966 shares; 2025Q2: 3,052 shares; 2025Q3: 3,049 shares; 2025Q4: 3,049 shares; 2026Q1: 2,068 shares; 2026Q2: 2,068 shares 2,068 $319K 0.03% 0 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,431 shares; 2024Q4: 3,431 shares; 2025Q1: 3,431 shares; 2025Q2: 5,397 shares; 2025Q3: 3,658 shares; 2025Q4: 4,399 shares; 2026Q1: 3,431 shares; 2026Q2: 3,431 shares 3,431 $309K 0.03% 0 Timeline FNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,123 shares; 2024Q4: 5,123 shares; 2025Q1: 5,123 shares; 2025Q2: 5,123 shares; 2025Q3: 5,123 shares; 2025Q4: 5,123 shares; 2026Q1: 5,123 shares; 2026Q2: 5,123 shares 5,123 $300K 0.03% 0 Timeline FTCS 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: 2,333 shares; 2024Q4: 2,383 shares; 2025Q1: 3,083 shares; 2025Q2: 3,658 shares; 2025Q3: 3,317 shares; 2025Q4: 3,185 shares; 2026Q1: 3,185 shares; 2026Q2: 3,181 shares 3,181 $299K 0.03% -4 Timeline FEBM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,511 shares 9,511 $297K 0.03% new Timeline DJUN 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: 6,778 shares; 2024Q4: 6,778 shares; 2025Q1: 6,778 shares; 2025Q2: 5,588 shares; 2025Q3: 5,588 shares; 2025Q4: 6,017 shares; 2026Q1: 6,017 shares; 2026Q2: 6,017 shares 6,017 $297K 0.03% 0 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,337 shares; 2025Q3: 1,337 shares; 2025Q4: 1,337 shares; 2026Q1: 1,337 shares; 2026Q2: 1,348 shares 1,348 $293K 0.03% +11 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,240 shares; 2026Q1: 1,130 shares; 2026Q2: 1,151 shares 1,151 $290K 0.03% +21 Timeline DECM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,573 shares 8,573 $289K 0.03% new Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,516 shares; 2025Q1: 1,516 shares; 2025Q2: 1,691 shares; 2025Q3: 1,627 shares; 2025Q4: 1,648 shares; 2026Q1: 1,691 shares; 2026Q2: 1,692 shares 1,692 $280K 0.03% +1 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,249 shares; 2024Q4: 3,249 shares; 2025Q1: 2,500 shares; 2025Q2: 3,017 shares; 2025Q3: 2,500 shares; 2025Q4: 3,567 shares; 2026Q1: 2,500 shares; 2026Q2: 2,536 shares 2,536 $280K 0.03% +36 Timeline CII BLACKROCK ENHANCED LARGE CAP More: the full row for BLACKROCK ENHANCED LARGE CAP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,348 shares; 2024Q4: 15,215 shares; 2025Q1: 15,215 shares; 2025Q2: 13,785 shares; 2025Q3: 13,384 shares; 2025Q4: 13,384 shares; 2026Q1: 14,050 shares; 2026Q2: 10,376 shares 10,376 $271K 0.03% -3,674 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: 2,494 shares; 2024Q4: 2,494 shares; 2025Q1: 2,494 shares; 2025Q2: 2,494 shares; 2025Q3: 2,948 shares; 2025Q4: 2,948 shares; 2026Q1: 2,948 shares; 2026Q2: 2,802 shares 2,802 $270K 0.03% -146 Timeline XDEC 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: 5,908 shares; 2024Q4: 5,908 shares; 2025Q1: 5,908 shares; 2025Q2: 5,908 shares; 2025Q3: 5,908 shares; 2025Q4: 5,908 shares; 2026Q1: 5,908 shares; 2026Q2: 5,908 shares 5,908 $253K 0.03% 0 Timeline XIDE FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,288 shares; 2026Q2: 8,288 shares 8,288 $252K 0.03% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,373 shares 7,373 $252K 0.03% new Timeline GMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,737 shares 5,737 $247K 0.03% new Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM 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: 10,203 shares; 2025Q4: 10,209 shares; 2026Q1: 10,163 shares; 2026Q2: 10,163 shares 10,163 $244K 0.02% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,351 shares; 2026Q2: 5,351 shares 5,351 $244K 0.02% 0 Timeline XNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,095 shares; 2026Q1: 6,095 shares; 2026Q2: 6,095 shares 6,095 $242K 0.02% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 818 shares; 2025Q3: 818 shares; 2025Q4: 755 shares; 2026Q1: 759 shares; 2026Q2: 759 shares 759 $239K 0.02% 0 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,400 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,400 shares; 2026Q2: 2,400 shares 2,400 $234K 0.02% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 578 shares; 2026Q1: not reported; 2026Q2: 613 shares 613 $232K 0.02% 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: 4,758 shares 4,758 $231K 0.02% new Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,728 shares; 2024Q4: 5,728 shares; 2025Q1: 3,848 shares; 2025Q2: 3,848 shares; 2025Q3: 3,848 shares; 2025Q4: not reported; 2026Q1: 1,955 shares; 2026Q2: 1,958 shares 1,958 $229K 0.02% +3 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: 7,696 shares; 2024Q4: 9,020 shares; 2025Q1: 9,817 shares; 2025Q2: 6,598 shares; 2025Q3: 6,595 shares; 2025Q4: 5,422 shares; 2026Q1: 5,335 shares; 2026Q2: 4,680 shares 4,680 $226K 0.02% -655 Timeline GNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,300 shares; 2025Q4: 5,300 shares; 2026Q1: 5,300 shares; 2026Q2: 5,300 shares 5,300 $222K 0.02% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,907 shares; 2026Q1: 3,907 shares; 2026Q2: 3,907 shares 3,907 $221K 0.02% 0 Timeline FOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,142 shares; 2026Q1: not reported; 2026Q2: 4,142 shares 4,142 $217K 0.02% new Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,681 shares; 2026Q2: 1,708 shares 1,708 $216K 0.02% +27 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 538 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 538 shares; 2025Q4: 538 shares; 2026Q1: not reported; 2026Q2: 538 shares 538 $213K 0.02% new Timeline FDD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,500 shares; 2026Q2: 11,500 shares 11,500 $213K 0.02% 0 Timeline CIEN CIENA CORP More: the full row for CIENA 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: 432 shares 432 $212K 0.02% new Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 568 shares; 2024Q4: 568 shares; 2025Q1: 568 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 510 shares 510 $212K 0.02% new Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 470 shares; 2025Q3: 470 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 405 shares 405 $211K 0.02% 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: not reported; 2026Q1: not reported; 2026Q2: 560 shares 560 $209K 0.02% new Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,323 shares; 2024Q4: 3,323 shares; 2025Q1: 3,323 shares; 2025Q2: 3,323 shares; 2025Q3: 3,323 shares; 2025Q4: 3,323 shares; 2026Q1: 3,323 shares; 2026Q2: 2,793 shares 2,793 $209K 0.02% -530 Timeline DSI 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: 1,453 shares 1,453 $207K 0.02% new Timeline FSMB 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: 10,068 shares; 2024Q4: 10,068 shares; 2025Q1: 10,068 shares; 2025Q2: 10,053 shares; 2025Q3: 10,053 shares; 2025Q4: 10,053 shares; 2026Q1: 10,053 shares; 2026Q2: 10,053 shares 10,053 $201K 0.02% 0 Timeline GGN GAMCO GLOBAL GOLD NAT RES & More: the full row for GAMCO GLOBAL GOLD NAT RES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,191 shares; 2024Q4: 36,191 shares; 2025Q1: 36,191 shares; 2025Q2: 36,191 shares; 2025Q3: 36,191 shares; 2025Q4: 35,991 shares; 2026Q1: 35,991 shares; 2026Q2: 27,982 shares 27,982 $135K 0.01% -8,009 Timeline NFGC NEW FOUND GOLD CORP More: the full row for NEW FOUND GOLD 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: 54,119 shares; 2026Q2: 54,119 shares 54,119 $83.3K 0.01% 0 Timeline GROY GOLD ROYALTY CORP More: the full row for GOLD ROYALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,499 shares; 2026Q2: 29,499 shares 29,499 $81.4K 0.01% 0 Timeline ASG LIBERTY ALL-STAR GROWTH FD I More: the full row for LIBERTY ALL-STAR GROWTH FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,855 shares; 2024Q4: 29,855 shares; 2025Q1: 29,855 shares; 2025Q2: 29,855 shares; 2025Q3: 29,855 shares; 2025Q4: 23,270 shares; 2026Q1: 23,270 shares; 2026Q2: 10,701 shares 10,701 $58.5K 0.01% -12,569 Timeline