SPYV 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: 1,601,598 shares; 2024Q4: 1,663,931 shares; 2025Q1: 1,724,275 shares; 2025Q2: 1,770,576 shares; 2025Q3: 1,735,378 shares; 2025Q4: 1,766,314 shares; 2026Q1: 1,837,787 shares; 2026Q2: 1,931,275 shares 1,931,275 $117M 8.31% +93,488 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: 127,744 shares; 2024Q4: 130,474 shares; 2025Q1: 130,451 shares; 2025Q2: 131,523 shares; 2025Q3: 134,643 shares; 2025Q4: 138,166 shares; 2026Q1: 137,402 shares; 2026Q2: 850,288 shares 850,288 $73.2M 5.19% +712,886 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: 725,390 shares; 2024Q4: 744,607 shares; 2025Q1: 774,389 shares; 2025Q2: 792,654 shares; 2025Q3: 811,947 shares; 2025Q4: 814,807 shares; 2026Q1: 858,271 shares; 2026Q2: 894,548 shares 894,548 $69M 4.88% +36,277 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: 473,133 shares; 2024Q4: 492,195 shares; 2025Q1: 506,912 shares; 2025Q2: 528,628 shares; 2025Q3: 540,664 shares; 2025Q4: 562,722 shares; 2026Q1: 579,438 shares; 2026Q2: 607,891 shares 607,891 $50.4M 3.57% +28,453 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: 304,976 shares; 2024Q4: 310,935 shares; 2025Q1: 306,106 shares; 2025Q2: 305,034 shares; 2025Q3: 307,603 shares; 2025Q4: 307,194 shares; 2026Q1: 318,491 shares; 2026Q2: 327,498 shares 327,498 $48.6M 3.44% +9,007 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: 121,443 shares; 2024Q4: 130,030 shares; 2025Q1: 139,120 shares; 2025Q2: 138,694 shares; 2025Q3: 138,396 shares; 2025Q4: 146,995 shares; 2026Q1: 138,089 shares; 2026Q2: 137,634 shares 137,634 $39.8M 2.82% -455 Timeline TPYP TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 861,349 shares; 2025Q3: 871,349 shares; 2025Q4: 860,916 shares; 2026Q1: 850,210 shares; 2026Q2: 863,496 shares 863,496 $36.2M 2.56% +13,286 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: 1,425,060 shares; 2024Q4: 1,482,254 shares; 2025Q1: 1,525,910 shares; 2025Q2: 1,690,797 shares; 2025Q3: 1,757,223 shares; 2025Q4: 1,781,635 shares; 2026Q1: 1,885,667 shares; 2026Q2: 1,959,719 shares 1,959,719 $35M 2.48% +74,052 Timeline JEPQ 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: 44,223 shares; 2024Q4: 57,092 shares; 2025Q1: 70,313 shares; 2025Q2: 450,808 shares; 2025Q3: 459,402 shares; 2025Q4: 467,341 shares; 2026Q1: 505,220 shares; 2026Q2: 540,109 shares 540,109 $33.2M 2.35% +34,889 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,933 shares; 2024Q4: 86,567 shares; 2025Q1: 91,560 shares; 2025Q2: 94,836 shares; 2025Q3: 104,076 shares; 2025Q4: 112,478 shares; 2026Q1: 118,811 shares; 2026Q2: 297,911 shares 297,911 $30.7M 2.17% +179,100 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 188,646 shares; 2024Q4: 193,219 shares; 2025Q1: 195,534 shares; 2025Q2: 197,514 shares; 2025Q3: 199,812 shares; 2025Q4: 200,660 shares; 2026Q1: 206,631 shares; 2026Q2: 211,969 shares 211,969 $27M 1.91% +5,338 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 235,319 shares; 2024Q4: 289,240 shares; 2025Q1: 329,315 shares; 2025Q2: 350,182 shares; 2025Q3: 379,622 shares; 2025Q4: 420,285 shares; 2026Q1: 493,777 shares; 2026Q2: 531,372 shares 531,372 $24.9M 1.77% +37,595 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: 22,274 shares; 2024Q4: 23,431 shares; 2025Q1: 23,526 shares; 2025Q2: 24,570 shares; 2025Q3: 25,076 shares; 2025Q4: 26,313 shares; 2026Q1: 26,793 shares; 2026Q2: 28,043 shares 28,043 $20.9M 1.48% +1,250 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 129,329 shares; 2024Q4: 136,944 shares; 2025Q1: 144,650 shares; 2025Q2: 151,239 shares; 2025Q3: 157,280 shares; 2025Q4: 165,951 shares; 2026Q1: 175,501 shares; 2026Q2: 181,876 shares 181,876 $18.6M 1.32% +6,375 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: 49,371 shares; 2024Q4: 54,094 shares; 2025Q1: 54,811 shares; 2025Q2: 55,353 shares; 2025Q3: 55,852 shares; 2025Q4: 57,198 shares; 2026Q1: 54,581 shares; 2026Q2: 54,658 shares 54,658 $17.9M 1.27% +77 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: 64,034 shares; 2024Q4: 70,515 shares; 2025Q1: 68,963 shares; 2025Q2: 70,522 shares; 2025Q3: 73,005 shares; 2025Q4: 76,293 shares; 2026Q1: 73,901 shares; 2026Q2: 73,626 shares 73,626 $17.5M 1.24% -275 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 142,713 shares; 2024Q4: 144,408 shares; 2025Q1: 148,053 shares; 2025Q2: 152,311 shares; 2025Q3: 152,555 shares; 2025Q4: 146,446 shares; 2026Q1: 146,169 shares; 2026Q2: 146,984 shares 146,984 $17.5M 1.24% +815 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: 284,521 shares; 2024Q4: 299,392 shares; 2025Q1: 306,208 shares; 2025Q2: 320,004 shares; 2025Q3: 328,605 shares; 2025Q4: 335,466 shares; 2026Q1: 358,045 shares; 2026Q2: 372,965 shares 372,965 $17.2M 1.22% +14,920 Timeline JHMD JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 298,124 shares; 2024Q4: 306,441 shares; 2025Q1: 316,749 shares; 2025Q2: 320,286 shares; 2025Q3: 322,449 shares; 2025Q4: 325,182 shares; 2026Q1: 329,651 shares; 2026Q2: 335,278 shares 335,278 $14.9M 1.05% +5,627 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: 32,443 shares; 2024Q4: 39,952 shares; 2025Q1: 39,128 shares; 2025Q2: 40,513 shares; 2025Q3: 40,094 shares; 2025Q4: 41,047 shares; 2026Q1: 40,578 shares; 2026Q2: 41,120 shares 41,120 $14.7M 1.04% +542 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,094 shares; 2024Q4: 13,928 shares; 2025Q1: 15,243 shares; 2025Q2: 17,414 shares; 2025Q3: 17,754 shares; 2025Q4: 18,029 shares; 2026Q1: 18,771 shares; 2026Q2: 21,392 shares 21,392 $14.7M 1.04% +2,621 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: 322,192 shares; 2024Q4: 351,920 shares; 2025Q1: 357,320 shares; 2025Q2: 349,109 shares; 2025Q3: 258,002 shares; 2025Q4: 268,763 shares; 2026Q1: 277,004 shares; 2026Q2: 289,678 shares 289,678 $14.7M 1.04% +12,674 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 198,542 shares; 2024Q4: 203,507 shares; 2025Q1: 215,258 shares; 2025Q2: 216,086 shares; 2025Q3: 225,684 shares; 2025Q4: 223,703 shares; 2026Q1: 237,926 shares; 2026Q2: 242,918 shares 242,918 $14.5M 1.03% +4,992 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: 576,285 shares; 2024Q4: 573,910 shares; 2025Q1: 581,397 shares; 2025Q2: 262,839 shares; 2025Q3: 263,284 shares; 2025Q4: 255,351 shares; 2026Q1: 252,099 shares; 2026Q2: 253,551 shares 253,551 $14.3M 1.01% +1,452 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,431 shares; 2024Q4: 340,888 shares; 2025Q1: 215,237 shares; 2025Q2: 230,463 shares; 2025Q3: 347,963 shares; 2025Q4: 307,817 shares; 2026Q1: 630,574 shares; 2026Q2: 403,891 shares 403,891 $13.4M 0.95% -226,683 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,994 shares; 2024Q4: 86,750 shares; 2025Q1: 111,204 shares; 2025Q2: 229,373 shares; 2025Q3: 235,655 shares; 2025Q4: 237,999 shares; 2026Q1: 245,102 shares; 2026Q2: 255,475 shares 255,475 $12.6M 0.89% +10,373 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: 10,816 shares; 2024Q4: 11,538 shares; 2025Q1: 12,463 shares; 2025Q2: 13,954 shares; 2025Q3: 14,302 shares; 2025Q4: 15,002 shares; 2026Q1: 14,705 shares; 2026Q2: 16,664 shares 16,664 $12.3M 0.87% +1,959 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 108,316 shares; 2024Q4: 111,942 shares; 2025Q1: 116,701 shares; 2025Q2: 121,354 shares; 2025Q3: 126,392 shares; 2025Q4: 132,857 shares; 2026Q1: 143,076 shares; 2026Q2: 152,491 shares 152,491 $12.1M 0.85% +9,415 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: 29,667 shares; 2024Q4: 29,987 shares; 2025Q1: 29,875 shares; 2025Q2: 31,076 shares; 2025Q3: 31,662 shares; 2025Q4: 33,223 shares; 2026Q1: 29,703 shares; 2026Q2: 31,211 shares 31,211 $11.6M 0.82% +1,508 Timeline FMNY 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: 161,830 shares; 2024Q4: 165,628 shares; 2025Q1: 167,409 shares; 2025Q2: 175,749 shares; 2025Q3: 320,049 shares; 2025Q4: 329,205 shares; 2026Q1: 365,614 shares; 2026Q2: 418,869 shares 418,869 $11.3M 0.8% +53,255 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,721 shares; 2024Q4: 21,800 shares; 2025Q1: 21,779 shares; 2025Q2: 21,751 shares; 2025Q3: 22,005 shares; 2025Q4: 21,933 shares; 2026Q1: 21,894 shares; 2026Q2: 128,749 shares 128,749 $10.6M 0.75% +106,855 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: 33,614 shares; 2024Q4: 37,262 shares; 2025Q1: 41,745 shares; 2025Q2: 45,347 shares; 2025Q3: 48,628 shares; 2025Q4: 51,133 shares; 2026Q1: 50,106 shares; 2026Q2: 52,702 shares 52,702 $10.5M 0.75% +2,596 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 172,152 shares; 2025Q2: 175,192 shares; 2025Q3: 249,202 shares; 2025Q4: 311,959 shares; 2026Q1: 18,834 shares; 2026Q2: 323,226 shares 323,226 $10.3M 0.73% +304,392 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: 17,507 shares; 2024Q4: 31,857 shares; 2025Q1: 31,564 shares; 2025Q2: 31,039 shares; 2025Q3: 28,594 shares; 2025Q4: 29,285 shares; 2026Q1: 29,057 shares; 2026Q2: 28,770 shares 28,770 $10.2M 0.72% -287 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 142,536 shares; 2024Q4: 141,216 shares; 2025Q1: 133,036 shares; 2025Q2: 140,880 shares; 2025Q3: 151,337 shares; 2025Q4: 163,412 shares; 2026Q1: 178,403 shares; 2026Q2: 197,766 shares 197,766 $9.93M 0.7% +19,363 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 105,604 shares; 2024Q4: 106,458 shares; 2025Q1: 107,684 shares; 2025Q2: 110,435 shares; 2025Q3: 111,308 shares; 2025Q4: 111,799 shares; 2026Q1: 110,266 shares; 2026Q2: 113,016 shares 113,016 $9.91M 0.7% +2,750 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 166,653 shares; 2024Q4: 173,896 shares; 2025Q1: 187,075 shares; 2025Q2: 203,951 shares; 2025Q3: 229,669 shares; 2025Q4: 231,728 shares; 2026Q1: 230,239 shares; 2026Q2: 238,730 shares 238,730 $9.72M 0.69% +8,491 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: 23,313 shares; 2024Q4: 22,640 shares; 2025Q1: 23,091 shares; 2025Q2: 22,408 shares; 2025Q3: 22,655 shares; 2025Q4: 22,815 shares; 2026Q1: 22,232 shares; 2026Q2: 22,740 shares 22,740 $9.56M 0.68% +508 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: 10,919 shares; 2024Q4: 22,220 shares; 2025Q1: 22,948 shares; 2025Q2: 24,191 shares; 2025Q3: 25,703 shares; 2025Q4: 27,143 shares; 2026Q1: 27,041 shares; 2026Q2: 27,737 shares 27,737 $9.46M 0.67% +696 Timeline VGT 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: 4,862 shares; 2024Q4: 4,959 shares; 2025Q1: 5,326 shares; 2025Q2: 7,710 shares; 2025Q3: 9,546 shares; 2025Q4: 9,922 shares; 2026Q1: 8,806 shares; 2026Q2: 77,453 shares 77,453 $9.26M 0.66% +68,647 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 156,433 shares; 2024Q4: 155,915 shares; 2025Q1: 154,312 shares; 2025Q2: 155,596 shares; 2025Q3: 168,577 shares; 2025Q4: 175,381 shares; 2026Q1: 183,508 shares; 2026Q2: 186,746 shares 186,746 $8.53M 0.6% +3,238 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,041 shares; 2024Q4: 32,846 shares; 2025Q1: 38,134 shares; 2025Q2: 36,292 shares; 2025Q3: 37,332 shares; 2025Q4: 39,588 shares; 2026Q1: 37,958 shares; 2026Q2: 39,320 shares 39,320 $8.37M 0.59% +1,362 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: 5,814 shares; 2024Q4: 6,028 shares; 2025Q1: 6,131 shares; 2025Q2: 6,385 shares; 2025Q3: 6,629 shares; 2025Q4: 6,699 shares; 2026Q1: 6,516 shares; 2026Q2: 6,605 shares 6,605 $7.92M 0.56% +89 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,899 shares; 2024Q4: 13,287 shares; 2025Q1: 11,828 shares; 2025Q2: 11,800 shares; 2025Q3: 11,823 shares; 2025Q4: 11,828 shares; 2026Q1: 11,721 shares; 2026Q2: 11,916 shares 11,916 $7.64M 0.54% +195 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: 22,759 shares; 2025Q1: 22,760 shares; 2025Q2: 22,762 shares; 2025Q3: 22,838 shares; 2025Q4: 22,889 shares; 2026Q1: 18,947 shares; 2026Q2: 17,459 shares 17,459 $7.57M 0.54% -1,488 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: 18,202 shares; 2024Q4: 18,436 shares; 2025Q1: 17,044 shares; 2025Q2: 18,263 shares; 2025Q3: 19,172 shares; 2025Q4: 20,085 shares; 2026Q1: 19,318 shares; 2026Q2: 19,665 shares 19,665 $7.43M 0.53% +347 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,916 shares; 2024Q4: 30,091 shares; 2025Q1: 35,033 shares; 2025Q2: 38,237 shares; 2025Q3: 42,102 shares; 2025Q4: 43,804 shares; 2026Q1: 38,161 shares; 2026Q2: 39,413 shares 39,413 $7.3M 0.52% +1,252 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 62,766 shares; 2025Q4: 77,103 shares; 2026Q1: 80,449 shares; 2026Q2: 81,367 shares 81,367 $7.2M 0.51% +918 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: 55,842 shares; 2024Q4: 56,446 shares; 2025Q1: 55,551 shares; 2025Q2: 50,914 shares; 2025Q3: 50,781 shares; 2025Q4: 50,319 shares; 2026Q1: 50,354 shares; 2026Q2: 51,881 shares 51,881 $7.09M 0.5% +1,527 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: 7,842 shares; 2024Q4: 8,616 shares; 2025Q1: 8,530 shares; 2025Q2: 9,414 shares; 2025Q3: 9,402 shares; 2025Q4: 9,155 shares; 2026Q1: 9,241 shares; 2026Q2: 9,261 shares 9,261 $6.94M 0.49% +20 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: 9,550 shares; 2024Q4: 9,904 shares; 2025Q1: 9,868 shares; 2025Q2: 10,661 shares; 2025Q3: 10,636 shares; 2025Q4: 11,760 shares; 2026Q1: 11,400 shares; 2026Q2: 11,873 shares 11,873 $6.69M 0.47% +473 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 190,570 shares; 2024Q4: 195,408 shares; 2025Q1: 220,215 shares; 2025Q2: 219,341 shares; 2025Q3: 232,250 shares; 2025Q4: 235,571 shares; 2026Q1: 235,520 shares; 2026Q2: 483,506 shares 483,506 $6.69M 0.47% +247,986 Timeline XLE 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: 62,037 shares; 2024Q4: 64,060 shares; 2025Q1: 58,797 shares; 2025Q2: 58,452 shares; 2025Q3: 63,482 shares; 2025Q4: 128,837 shares; 2026Q1: 125,092 shares; 2026Q2: 125,791 shares 125,791 $6.68M 0.47% +699 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: 12,544 shares; 2024Q4: 12,512 shares; 2025Q1: 12,734 shares; 2025Q2: 13,250 shares; 2025Q3: 13,227 shares; 2025Q4: 14,039 shares; 2026Q1: 12,904 shares; 2026Q2: 12,950 shares 12,950 $6.48M 0.46% +46 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,161 shares; 2024Q4: 85,680 shares; 2025Q1: 101,334 shares; 2025Q2: 113,674 shares; 2025Q3: 115,958 shares; 2025Q4: 116,478 shares; 2026Q1: 126,889 shares; 2026Q2: 132,931 shares 132,931 $6.27M 0.44% +6,042 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: 3,774 shares; 2024Q4: 3,799 shares; 2025Q1: 3,943 shares; 2025Q2: 4,156 shares; 2025Q3: 4,137 shares; 2025Q4: 4,290 shares; 2026Q1: 4,262 shares; 2026Q2: 6,060 shares 6,060 $6.13M 0.43% +1,798 Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,344 shares; 2024Q4: 64,749 shares; 2025Q1: 65,241 shares; 2025Q2: 65,723 shares; 2025Q3: 65,974 shares; 2025Q4: 66,327 shares; 2026Q1: 66,481 shares; 2026Q2: 66,730 shares 66,730 $6M 0.42% +249 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: 15,377 shares; 2024Q4: 15,740 shares; 2025Q1: 15,522 shares; 2025Q2: 15,801 shares; 2025Q3: 15,855 shares; 2025Q4: 16,985 shares; 2026Q1: 15,597 shares; 2026Q2: 16,119 shares 16,119 $5.53M 0.39% +522 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,836 shares; 2024Q4: 36,863 shares; 2025Q1: 38,555 shares; 2025Q2: 36,374 shares; 2025Q3: 35,557 shares; 2025Q4: 39,349 shares; 2026Q1: 33,811 shares; 2026Q2: 34,168 shares 34,168 $5.42M 0.38% +357 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: 15,051 shares; 2024Q4: 16,639 shares; 2025Q1: 14,560 shares; 2025Q2: 14,782 shares; 2025Q3: 16,325 shares; 2025Q4: 39,634 shares; 2026Q1: 25,341 shares; 2026Q2: 25,576 shares 25,576 $4.87M 0.35% +235 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,179 shares; 2024Q4: 35,728 shares; 2025Q1: 36,981 shares; 2025Q2: 41,559 shares; 2025Q3: 45,532 shares; 2025Q4: 49,854 shares; 2026Q1: 60,416 shares; 2026Q2: 66,496 shares 66,496 $4.74M 0.34% +6,080 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,418 shares; 2024Q4: 3,137 shares; 2025Q1: 3,783 shares; 2025Q2: 4,803 shares; 2025Q3: 5,215 shares; 2025Q4: 5,640 shares; 2026Q1: 5,660 shares; 2026Q2: 7,169 shares 7,169 $4.7M 0.33% +1,509 Timeline VB 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: 18,571 shares; 2024Q4: 19,341 shares; 2025Q1: 18,801 shares; 2025Q2: 17,675 shares; 2025Q3: 17,031 shares; 2025Q4: 16,239 shares; 2026Q1: 15,700 shares; 2026Q2: 15,313 shares 15,313 $4.64M 0.33% -387 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: 93,707 shares; 2024Q4: 76,483 shares; 2025Q1: 51,451 shares; 2025Q2: 36,540 shares; 2025Q3: 21,402 shares; 2025Q4: 19,278 shares; 2026Q1: 17,862 shares; 2026Q2: 17,751 shares 17,751 $4.51M 0.32% -111 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: 101,700 shares; 2024Q4: 99,758 shares; 2025Q1: 94,619 shares; 2025Q2: 94,433 shares; 2025Q3: 81,722 shares; 2025Q4: 84,306 shares; 2026Q1: 84,022 shares; 2026Q2: 85,923 shares 85,923 $4.41M 0.31% +1,901 Timeline ETPRI ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 355,555 shares; 2026Q2: 370,051 shares 370,051 $4.24M 0.3% +14,496 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,004 shares; 2024Q4: 20,927 shares; 2025Q1: 21,329 shares; 2025Q2: 21,135 shares; 2025Q3: 20,505 shares; 2025Q4: 20,451 shares; 2026Q1: 19,418 shares; 2026Q2: 19,385 shares 19,385 $4.22M 0.3% -33 Timeline PAVE 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: 21,079 shares; 2024Q4: 27,767 shares; 2025Q1: 37,794 shares; 2025Q2: 51,678 shares; 2025Q3: 55,910 shares; 2025Q4: 58,324 shares; 2026Q1: 62,123 shares; 2026Q2: 70,866 shares 70,866 $4.18M 0.3% +8,743 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: 12,416 shares; 2024Q4: 14,768 shares; 2025Q1: 16,925 shares; 2025Q2: 22,488 shares; 2025Q3: 22,940 shares; 2025Q4: 20,845 shares; 2026Q1: 17,701 shares; 2026Q2: 17,418 shares 17,418 $3.96M 0.28% -283 Timeline RAAX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,124 shares; 2024Q4: 36,663 shares; 2025Q1: 39,578 shares; 2025Q2: 44,340 shares; 2025Q3: 46,352 shares; 2025Q4: 48,346 shares; 2026Q1: 72,097 shares; 2026Q2: 98,355 shares 98,355 $3.9M 0.28% +26,258 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: 3,156 shares; 2024Q4: 3,652 shares; 2025Q1: 3,392 shares; 2025Q2: 3,363 shares; 2025Q3: 3,391 shares; 2025Q4: 3,634 shares; 2026Q1: 3,342 shares; 2026Q2: 3,452 shares 3,452 $3.68M 0.26% +110 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,409 shares; 2024Q4: 34,373 shares; 2025Q1: 35,587 shares; 2025Q2: 34,760 shares; 2025Q3: 34,617 shares; 2025Q4: 35,370 shares; 2026Q1: 27,196 shares; 2026Q2: 26,535 shares 26,535 $3.65M 0.26% -661 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,394 shares; 2024Q4: 19,726 shares; 2025Q1: 19,765 shares; 2025Q2: 21,720 shares; 2025Q3: 17,338 shares; 2025Q4: 15,801 shares; 2026Q1: 15,274 shares; 2026Q2: 15,014 shares 15,014 $3.64M 0.26% -260 Timeline VO 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: 11,640 shares; 2024Q4: 11,631 shares; 2025Q1: 11,446 shares; 2025Q2: 11,960 shares; 2025Q3: 11,374 shares; 2025Q4: 11,424 shares; 2026Q1: 11,212 shares; 2026Q2: 44,728 shares 44,728 $3.6M 0.26% +33,516 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,342 shares; 2024Q4: 9,986 shares; 2025Q1: 11,352 shares; 2025Q2: 13,142 shares; 2025Q3: 28,008 shares; 2025Q4: 40,403 shares; 2026Q1: 45,099 shares; 2026Q2: 45,957 shares 45,957 $3.47M 0.25% +858 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,533 shares; 2024Q4: 24,639 shares; 2025Q1: 28,854 shares; 2025Q2: 29,683 shares; 2025Q3: 30,636 shares; 2025Q4: 68,222 shares; 2026Q1: 66,207 shares; 2026Q2: 73,836 shares 73,836 $3.35M 0.24% +7,629 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,066 shares; 2024Q4: 27,981 shares; 2025Q1: 26,884 shares; 2025Q2: 26,671 shares; 2025Q3: 26,995 shares; 2025Q4: 26,095 shares; 2026Q1: 26,618 shares; 2026Q2: 27,238 shares 27,238 $3.18M 0.23% +620 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,475 shares; 2025Q1: 7,852 shares; 2025Q2: 8,415 shares; 2025Q3: 10,341 shares; 2025Q4: 11,448 shares; 2026Q1: 11,680 shares; 2026Q2: 12,170 shares 12,170 $3.11M 0.22% +490 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: 3,397 shares; 2024Q4: 5,703 shares; 2025Q1: 5,771 shares; 2025Q2: 5,961 shares; 2025Q3: 5,863 shares; 2025Q4: 5,906 shares; 2026Q1: 5,949 shares; 2026Q2: 6,144 shares 6,144 $3.08M 0.22% +195 Timeline NYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,256 shares; 2024Q4: 24,322 shares; 2025Q1: 24,360 shares; 2025Q2: 33,128 shares; 2025Q3: 60,720 shares; 2025Q4: 58,135 shares; 2026Q1: 50,302 shares; 2026Q2: 56,735 shares 56,735 $3.06M 0.22% +6,433 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: 9,734 shares; 2024Q4: 10,200 shares; 2025Q1: 10,436 shares; 2025Q2: 12,041 shares; 2025Q3: 12,891 shares; 2025Q4: 14,151 shares; 2026Q1: 13,578 shares; 2026Q2: 13,947 shares 13,947 $3.02M 0.21% +369 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,273 shares; 2024Q4: 22,566 shares; 2025Q1: 23,640 shares; 2025Q2: 28,648 shares; 2025Q3: 33,707 shares; 2025Q4: 38,471 shares; 2026Q1: 84,695 shares; 2026Q2: 94,161 shares 94,161 $2.99M 0.21% +9,466 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: 19,310 shares; 2024Q4: 20,039 shares; 2025Q1: 20,302 shares; 2025Q2: 19,776 shares; 2025Q3: 25,006 shares; 2025Q4: 29,098 shares; 2026Q1: 25,354 shares; 2026Q2: 25,810 shares 25,810 $2.92M 0.21% +456 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: 4,939 shares; 2024Q4: 5,017 shares; 2025Q1: 5,115 shares; 2025Q2: 5,415 shares; 2025Q3: 5,430 shares; 2025Q4: 5,605 shares; 2026Q1: 5,629 shares; 2026Q2: 5,705 shares 5,705 $2.91M 0.21% +76 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: 21,963 shares; 2024Q4: 21,278 shares; 2025Q1: 21,752 shares; 2025Q2: 17,530 shares; 2025Q3: 18,142 shares; 2025Q4: 17,017 shares; 2026Q1: 16,786 shares; 2026Q2: 17,329 shares 17,329 $2.87M 0.2% +543 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,085 shares; 2024Q4: 9,158 shares; 2025Q1: 9,168 shares; 2025Q2: 9,119 shares; 2025Q3: 9,108 shares; 2025Q4: 9,107 shares; 2026Q1: 9,109 shares; 2026Q2: 9,086 shares 9,086 $2.78M 0.2% -23 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,871 shares; 2024Q4: 25,141 shares; 2025Q1: 29,589 shares; 2025Q2: 29,412 shares; 2025Q3: 30,114 shares; 2025Q4: 30,805 shares; 2026Q1: 22,923 shares; 2026Q2: 23,212 shares 23,212 $2.73M 0.19% +289 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,311 shares; 2024Q4: 7,352 shares; 2025Q1: 7,780 shares; 2025Q2: 7,986 shares; 2025Q3: 8,147 shares; 2025Q4: 7,444 shares; 2026Q1: 7,268 shares; 2026Q2: 7,370 shares 7,370 $2.71M 0.19% +102 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,425 shares; 2024Q4: 19,192 shares; 2025Q1: 20,179 shares; 2025Q2: 20,797 shares; 2025Q3: 21,189 shares; 2025Q4: 21,935 shares; 2026Q1: 21,771 shares; 2026Q2: 22,443 shares 22,443 $2.64M 0.19% +672 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: 5,157 shares; 2024Q4: 4,894 shares; 2025Q1: 6,169 shares; 2025Q2: 6,260 shares; 2025Q3: 6,462 shares; 2025Q4: 5,700 shares; 2026Q1: 5,308 shares; 2026Q2: 21,105 shares 21,105 $2.62M 0.19% +15,797 Timeline XLP 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: 24,393 shares; 2024Q4: 27,901 shares; 2025Q1: 33,010 shares; 2025Q2: 34,131 shares; 2025Q3: 31,589 shares; 2025Q4: 30,710 shares; 2026Q1: 30,603 shares; 2026Q2: 30,908 shares 30,908 $2.57M 0.18% +305 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: 5,013 shares; 2024Q4: 4,973 shares; 2025Q1: 5,046 shares; 2025Q2: 4,749 shares; 2025Q3: 5,871 shares; 2025Q4: 6,307 shares; 2026Q1: 5,632 shares; 2026Q2: 6,151 shares 6,151 $2.56M 0.18% +519 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,770 shares; 2024Q4: 15,864 shares; 2025Q1: 15,767 shares; 2025Q2: 15,866 shares; 2025Q3: 15,842 shares; 2025Q4: 15,711 shares; 2026Q1: 15,823 shares; 2026Q2: 15,951 shares 15,951 $2.49M 0.18% +128 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,845 shares; 2024Q4: 12,029 shares; 2025Q1: 11,877 shares; 2025Q2: 11,458 shares; 2025Q3: 10,593 shares; 2025Q4: 10,707 shares; 2026Q1: 9,820 shares; 2026Q2: 9,825 shares 9,825 $2.48M 0.18% +5 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,779 shares; 2024Q4: 50,837 shares; 2025Q1: 51,663 shares; 2025Q2: 53,564 shares; 2025Q3: 60,394 shares; 2025Q4: 60,985 shares; 2026Q1: 63,606 shares; 2026Q2: 65,080 shares 65,080 $2.39M 0.17% +1,474 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: 6,201 shares; 2024Q4: 7,107 shares; 2025Q1: 6,082 shares; 2025Q2: 5,738 shares; 2025Q3: 9,816 shares; 2025Q4: 6,724 shares; 2026Q1: 6,543 shares; 2026Q2: 6,850 shares 6,850 $2.35M 0.17% +307 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,288 shares; 2024Q4: 63,729 shares; 2025Q1: 67,431 shares; 2025Q2: 74,190 shares; 2025Q3: 79,393 shares; 2025Q4: 81,578 shares; 2026Q1: 99,267 shares; 2026Q2: 104,739 shares 104,739 $2.33M 0.17% +5,472 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: 1,996 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,963 shares; 2025Q3: 2,034 shares; 2025Q4: 2,158 shares; 2026Q1: 2,092 shares; 2026Q2: 2,006 shares 2,006 $2.32M 0.16% -86 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,714 shares; 2024Q4: 28,073 shares; 2025Q1: 30,076 shares; 2025Q2: 30,933 shares; 2025Q3: 32,114 shares; 2025Q4: 32,766 shares; 2026Q1: 32,500 shares; 2026Q2: 32,961 shares 32,961 $2.25M 0.16% +461 Timeline KBWB 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: 12,292 shares; 2024Q4: 15,041 shares; 2025Q1: 17,778 shares; 2025Q2: 20,428 shares; 2025Q3: 21,495 shares; 2025Q4: 22,063 shares; 2026Q1: 22,716 shares; 2026Q2: 24,023 shares 24,023 $2.23M 0.16% +1,307 Timeline FCAL 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: 30,285 shares; 2024Q4: 31,286 shares; 2025Q1: 31,892 shares; 2025Q2: 40,752 shares; 2025Q3: 43,049 shares; 2025Q4: 44,094 shares; 2026Q1: 44,242 shares; 2026Q2: 44,624 shares 44,624 $2.22M 0.16% +382 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: 11,439 shares; 2024Q4: 12,971 shares; 2025Q1: 11,811 shares; 2025Q2: 11,415 shares; 2025Q3: 11,508 shares; 2025Q4: 11,574 shares; 2026Q1: 9,840 shares; 2026Q2: 10,249 shares 10,249 $2.14M 0.15% +409 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: 5,997 shares; 2024Q4: 6,846 shares; 2025Q1: 6,718 shares; 2025Q2: 6,788 shares; 2025Q3: 6,605 shares; 2025Q4: 6,883 shares; 2026Q1: 6,058 shares; 2026Q2: 6,030 shares 6,030 $2.13M 0.15% -28 Timeline HEDG SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS 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: 70,741 shares; 2026Q1: 70,450 shares; 2026Q2: 70,346 shares 70,346 $2.11M 0.15% -104 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: 20,051 shares; 2024Q4: 20,796 shares; 2025Q1: 21,301 shares; 2025Q2: 22,388 shares; 2025Q3: 22,771 shares; 2025Q4: 22,938 shares; 2026Q1: 21,843 shares; 2026Q2: 21,782 shares 21,782 $2.1M 0.15% -61 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: 705 shares; 2025Q1: 1,865 shares; 2025Q2: 2,308 shares; 2025Q3: 2,400 shares; 2025Q4: 2,452 shares; 2026Q1: 2,505 shares; 2026Q2: 2,740 shares 2,740 $2.09M 0.15% +235 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,612 shares; 2024Q4: 13,868 shares; 2025Q1: 12,923 shares; 2025Q2: 9,723 shares; 2025Q3: 9,390 shares; 2025Q4: 9,200 shares; 2026Q1: 8,850 shares; 2026Q2: 8,477 shares 8,477 $2.06M 0.15% -373 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,810 shares; 2024Q4: 5,806 shares; 2025Q1: 5,860 shares; 2025Q2: 6,017 shares; 2025Q3: 6,026 shares; 2025Q4: 6,693 shares; 2026Q1: 5,390 shares; 2026Q2: 5,293 shares 5,293 $1.96M 0.14% -97 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,714 shares; 2024Q4: 4,806 shares; 2025Q1: 10,075 shares; 2025Q2: 17,904 shares; 2025Q3: 20,798 shares; 2025Q4: 20,895 shares; 2026Q1: 21,307 shares; 2026Q2: 21,692 shares 21,692 $1.95M 0.14% +385 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: 1,253 shares; 2024Q4: 1,342 shares; 2025Q1: 1,438 shares; 2025Q2: 1,585 shares; 2025Q3: 1,602 shares; 2025Q4: 1,801 shares; 2026Q1: 1,807 shares; 2026Q2: 1,959 shares 1,959 $1.83M 0.13% +152 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,910 shares; 2024Q4: 25,032 shares; 2025Q1: 25,380 shares; 2025Q2: 25,373 shares; 2025Q3: 25,485 shares; 2025Q4: 22,822 shares; 2026Q1: 22,783 shares; 2026Q2: 23,457 shares 23,457 $1.76M 0.12% +674 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: 15,243 shares; 2024Q4: 14,429 shares; 2025Q1: 14,465 shares; 2025Q2: 14,566 shares; 2025Q3: 12,985 shares; 2025Q4: 12,608 shares; 2026Q1: 12,708 shares; 2026Q2: 12,913 shares 12,913 $1.75M 0.12% +205 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: 8,978 shares; 2024Q4: 6,477 shares; 2025Q1: 6,581 shares; 2025Q2: 6,622 shares; 2025Q3: 6,892 shares; 2025Q4: 6,740 shares; 2026Q1: 6,794 shares; 2026Q2: 6,845 shares 6,845 $1.72M 0.12% +51 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: 9,413 shares; 2024Q4: 10,217 shares; 2025Q1: 10,195 shares; 2025Q2: 9,293 shares; 2025Q3: 9,479 shares; 2025Q4: 10,026 shares; 2026Q1: 8,800 shares; 2026Q2: 9,069 shares 9,069 $1.72M 0.12% +269 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,407 shares; 2024Q4: 5,429 shares; 2025Q1: 5,468 shares; 2025Q2: 5,693 shares; 2025Q3: 5,840 shares; 2025Q4: 5,965 shares; 2026Q1: 5,944 shares; 2026Q2: 6,311 shares 6,311 $1.72M 0.12% +367 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,485 shares; 2024Q4: 27,392 shares; 2025Q1: 27,940 shares; 2025Q2: 27,756 shares; 2025Q3: 27,775 shares; 2025Q4: 27,815 shares; 2026Q1: 26,493 shares; 2026Q2: 24,666 shares 24,666 $1.71M 0.12% -1,827 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: 4,976 shares; 2024Q4: 5,353 shares; 2025Q1: 5,365 shares; 2025Q2: 5,260 shares; 2025Q3: 5,325 shares; 2025Q4: 6,758 shares; 2026Q1: 6,243 shares; 2026Q2: 6,226 shares 6,226 $1.68M 0.12% -17 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: 4,547 shares; 2024Q4: 4,398 shares; 2025Q1: 4,651 shares; 2025Q2: 4,549 shares; 2025Q3: 4,598 shares; 2025Q4: 4,802 shares; 2026Q1: 4,785 shares; 2026Q2: 4,859 shares 4,859 $1.64M 0.12% +74 Timeline VFH 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: 11,506 shares; 2024Q4: 12,443 shares; 2025Q1: 12,458 shares; 2025Q2: 12,484 shares; 2025Q3: 12,441 shares; 2025Q4: 12,342 shares; 2026Q1: 12,353 shares; 2026Q2: 12,374 shares 12,374 $1.63M 0.12% +21 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,863 shares; 2024Q4: 12,967 shares; 2025Q1: 10,517 shares; 2025Q2: 10,953 shares; 2025Q3: 6,052 shares; 2025Q4: 6,668 shares; 2026Q1: 7,792 shares; 2026Q2: 8,556 shares 8,556 $1.63M 0.12% +764 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: 1,894 shares; 2024Q4: 1,900 shares; 2025Q1: 1,866 shares; 2025Q2: 2,381 shares; 2025Q3: 2,424 shares; 2025Q4: 22,305 shares; 2026Q1: 23,300 shares; 2026Q2: 22,018 shares 22,018 $1.57M 0.11% -1,282 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: 9,678 shares; 2024Q4: 11,226 shares; 2025Q1: 16,455 shares; 2025Q2: 23,260 shares; 2025Q3: 20,016 shares; 2025Q4: 18,625 shares; 2026Q1: 14,436 shares; 2026Q2: 14,628 shares 14,628 $1.57M 0.11% +192 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: 1,314 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,413 shares; 2026Q1: 1,675 shares; 2026Q2: 2,694 shares 2,694 $1.56M 0.11% +1,019 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,863 shares; 2024Q4: 21,878 shares; 2025Q1: 21,878 shares; 2025Q2: 21,957 shares; 2025Q3: 22,086 shares; 2025Q4: 21,999 shares; 2026Q1: 20,979 shares; 2026Q2: 20,994 shares 20,994 $1.56M 0.11% +15 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,416 shares; 2024Q4: 57,920 shares; 2025Q1: 57,544 shares; 2025Q2: 49,449 shares; 2025Q3: 63,681 shares; 2025Q4: 62,164 shares; 2026Q1: 29,207 shares; 2026Q2: 28,793 shares 28,793 $1.54M 0.11% -414 Timeline JAAA 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: 204,791 shares; 2024Q4: 213,020 shares; 2025Q1: 221,218 shares; 2025Q2: 197,955 shares; 2025Q3: 181,908 shares; 2025Q4: 120,373 shares; 2026Q1: 38,581 shares; 2026Q2: 30,482 shares 30,482 $1.54M 0.11% -8,099 Timeline XLY 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: 10,911 shares; 2024Q4: 11,815 shares; 2025Q1: 10,820 shares; 2025Q2: 8,341 shares; 2025Q3: 9,840 shares; 2025Q4: 18,640 shares; 2026Q1: 13,167 shares; 2026Q2: 12,728 shares 12,728 $1.49M 0.11% -439 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,135 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,573 shares; 2025Q4: 2,481 shares; 2026Q1: 2,903 shares; 2026Q2: 4,402 shares 4,402 $1.47M 0.1% +1,499 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: 16,742 shares; 2024Q4: 21,119 shares; 2025Q1: 21,241 shares; 2025Q2: 23,640 shares; 2025Q3: 24,768 shares; 2025Q4: 27,260 shares; 2026Q1: 23,512 shares; 2026Q2: 24,597 shares 24,597 $1.4M 0.1% +1,085 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: 3,383 shares; 2024Q4: 3,380 shares; 2025Q1: 3,372 shares; 2025Q2: 3,378 shares; 2025Q3: 3,378 shares; 2025Q4: 3,621 shares; 2026Q1: 3,656 shares; 2026Q2: 3,743 shares 3,743 $1.4M 0.1% +87 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,394 shares; 2024Q4: 10,063 shares; 2025Q1: 10,213 shares; 2025Q2: 10,262 shares; 2025Q3: 9,188 shares; 2025Q4: 8,755 shares; 2026Q1: 8,802 shares; 2026Q2: 8,829 shares 8,829 $1.4M 0.1% +27 Timeline BANK OF AMER CORP 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: 1,378 shares; 2024Q4: 1,213 shares; 2025Q1: 1,361 shares; 2025Q2: 1,270 shares; 2025Q3: 1,280 shares; 2025Q4: 1,383 shares; 2026Q1: 1,109 shares; 2026Q2: 1,109 shares 1,109 $1.39M 0.1% 0 LXP LXP INDUSTRIAL TRUST More: the full row for LXP INDUSTRIAL 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: 24,049 shares; 2026Q1: 24,717 shares; 2026Q2: 25,391 shares 25,391 $1.37M 0.1% +674 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: 798 shares; 2024Q4: 797 shares; 2025Q1: 796 shares; 2025Q2: 828 shares; 2025Q3: 843 shares; 2025Q4: 898 shares; 2026Q1: 917 shares; 2026Q2: 1,144 shares 1,144 $1.34M 0.1% +227 Timeline EIPI 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: 72,576 shares; 2024Q4: 73,876 shares; 2025Q1: 72,876 shares; 2025Q2: 64,071 shares; 2025Q3: 62,071 shares; 2025Q4: 62,071 shares; 2026Q1: 60,814 shares; 2026Q2: 60,865 shares 60,865 $1.33M 0.09% +51 Timeline WELLS FARGO & CO WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,493 shares; 2024Q4: 1,381 shares; 2025Q1: 1,409 shares; 2025Q2: 1,366 shares; 2025Q3: 1,512 shares; 2025Q4: 1,512 shares; 2026Q1: 1,357 shares; 2026Q2: 1,142 shares 1,142 $1.32M 0.09% -215 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: 10,463 shares; 2024Q4: 10,530 shares; 2025Q1: 10,431 shares; 2025Q2: 10,787 shares; 2025Q3: 11,115 shares; 2025Q4: 14,247 shares; 2026Q1: 11,002 shares; 2026Q2: 11,172 shares 11,172 $1.31M 0.09% +170 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,918 shares; 2024Q4: 5,961 shares; 2025Q1: 5,978 shares; 2025Q2: 6,098 shares; 2025Q3: 6,119 shares; 2025Q4: 6,169 shares; 2026Q1: 6,418 shares; 2026Q2: 6,550 shares 6,550 $1.29M 0.09% +132 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,639 shares; 2025Q4: 37,874 shares; 2026Q1: 38,084 shares; 2026Q2: 38,034 shares 38,034 $1.29M 0.09% -50 Timeline LPX LOUISIANA PAC CORP More: the full row for LOUISIANA PAC 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: 15,980 shares 15,980 $1.26M 0.09% new 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: 21,411 shares; 2024Q4: 18,916 shares; 2025Q1: 13,880 shares; 2025Q2: 31,541 shares; 2025Q3: 19,644 shares; 2025Q4: 17,558 shares; 2026Q1: 15,875 shares; 2026Q2: 16,252 shares 16,252 $1.23M 0.09% +377 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,152 shares 12,152 $1.22M 0.09% new Timeline OPER ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,637 shares; 2024Q4: 5,244 shares; 2025Q1: 5,399 shares; 2025Q2: 5,399 shares; 2025Q3: 5,411 shares; 2025Q4: 5,415 shares; 2026Q1: 5,415 shares; 2026Q2: 12,224 shares 12,224 $1.22M 0.09% +6,809 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,275 shares; 2024Q4: 13,089 shares; 2025Q1: 13,455 shares; 2025Q2: 13,807 shares; 2025Q3: 13,965 shares; 2025Q4: 14,500 shares; 2026Q1: 14,285 shares; 2026Q2: 14,825 shares 14,825 $1.22M 0.09% +540 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL 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: 5,392 shares 5,392 $1.21M 0.09% new Timeline PGF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,822 shares; 2024Q4: 80,035 shares; 2025Q1: 81,246 shares; 2025Q2: 82,509 shares; 2025Q3: 83,803 shares; 2025Q4: 85,144 shares; 2026Q1: 86,405 shares; 2026Q2: 87,699 shares 87,699 $1.2M 0.09% +1,294 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE 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: 5,353 shares 5,353 $1.18M 0.08% new Timeline HMOP HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,519 shares; 2024Q4: 33,059 shares; 2025Q1: 32,826 shares; 2025Q2: 31,762 shares; 2025Q3: 31,208 shares; 2025Q4: 29,932 shares; 2026Q1: 29,817 shares; 2026Q2: 29,991 shares 29,991 $1.17M 0.08% +174 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,220 shares; 2024Q4: 4,552 shares; 2025Q1: 4,670 shares; 2025Q2: 4,847 shares; 2025Q3: 4,930 shares; 2025Q4: 4,859 shares; 2026Q1: 5,211 shares; 2026Q2: 5,221 shares 5,221 $1.16M 0.08% +10 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,576 shares; 2024Q4: 127,427 shares; 2025Q1: 130,308 shares; 2025Q2: 152,926 shares; 2025Q3: 183,598 shares; 2025Q4: 195,957 shares; 2026Q1: 45,736 shares; 2026Q2: 34,266 shares 34,266 $1.16M 0.08% -11,470 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: 2,701 shares; 2024Q4: 2,683 shares; 2025Q1: 2,633 shares; 2025Q2: 2,301 shares; 2025Q3: 2,247 shares; 2025Q4: 2,191 shares; 2026Q1: 2,188 shares; 2026Q2: 2,215 shares 2,215 $1.16M 0.08% +27 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,490 shares; 2025Q3: 14,940 shares; 2025Q4: 15,375 shares; 2026Q1: 15,950 shares; 2026Q2: 17,478 shares 17,478 $1.15M 0.08% +1,528 Timeline KNRG SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 81,991 shares; 2026Q2: 43,973 shares 43,973 $1.13M 0.08% -38,018 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 881,915 shares; 2024Q4: 361,521 shares; 2025Q1: 362,667 shares; 2025Q2: 369,550 shares; 2025Q3: 69,445 shares; 2025Q4: 70,576 shares; 2026Q1: 70,489 shares; 2026Q2: 70,489 shares 70,489 $1.12M 0.08% 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: 7,101 shares; 2024Q4: 7,207 shares; 2025Q1: 7,189 shares; 2025Q2: 8,113 shares; 2025Q3: 8,148 shares; 2025Q4: 8,835 shares; 2026Q1: 7,390 shares; 2026Q2: 7,615 shares 7,615 $1.12M 0.08% +225 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,357 shares; 2024Q4: 32,303 shares; 2025Q1: 32,143 shares; 2025Q2: 32,105 shares; 2025Q3: 32,131 shares; 2025Q4: 14,967 shares; 2026Q1: 14,849 shares; 2026Q2: 14,785 shares 14,785 $1.08M 0.08% -64 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: 8,330 shares; 2025Q4: 8,783 shares; 2026Q1: 7,369 shares; 2026Q2: 7,689 shares 7,689 $1.07M 0.08% +320 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,957 shares; 2024Q4: 78,957 shares; 2025Q1: 78,957 shares; 2025Q2: 78,957 shares; 2025Q3: 78,967 shares; 2025Q4: 78,957 shares; 2026Q1: 78,980 shares; 2026Q2: 78,957 shares 78,957 $1.05M 0.07% -23 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,969 shares; 2024Q4: 14,517 shares; 2025Q1: 14,177 shares; 2025Q2: 13,558 shares; 2025Q3: 13,903 shares; 2025Q4: 14,368 shares; 2026Q1: 12,586 shares; 2026Q2: 12,696 shares 12,696 $1.03M 0.07% +110 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,538 shares; 2024Q4: 8,806 shares; 2025Q1: 9,177 shares; 2025Q2: 9,257 shares; 2025Q3: 10,524 shares; 2025Q4: 11,304 shares; 2026Q1: 11,189 shares; 2026Q2: 10,746 shares 10,746 $1.03M 0.07% -443 Timeline EMLP 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: 26,481 shares; 2024Q4: 26,515 shares; 2025Q1: 26,368 shares; 2025Q2: 23,689 shares; 2025Q3: 23,666 shares; 2025Q4: 23,682 shares; 2026Q1: 23,674 shares; 2026Q2: 23,635 shares 23,635 $1.03M 0.07% -39 Timeline VNQ 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: 11,753 shares; 2024Q4: 12,865 shares; 2025Q1: 13,626 shares; 2025Q2: 13,808 shares; 2025Q3: 13,691 shares; 2025Q4: 12,036 shares; 2026Q1: 12,018 shares; 2026Q2: 10,462 shares 10,462 $1.01M 0.07% -1,556 Timeline XLRE 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: 24,172 shares; 2024Q4: 24,546 shares; 2025Q1: 24,238 shares; 2025Q2: 23,592 shares; 2025Q3: 23,619 shares; 2025Q4: 23,665 shares; 2026Q1: 22,888 shares; 2026Q2: 22,511 shares 22,511 $991K 0.07% -377 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,184 shares; 2025Q3: 20,366 shares; 2025Q4: 28,751 shares; 2026Q1: 31,735 shares; 2026Q2: 32,841 shares 32,841 $951K 0.07% +1,106 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: 7,346 shares; 2024Q4: 6,959 shares; 2025Q1: 7,042 shares; 2025Q2: 6,958 shares; 2025Q3: 7,779 shares; 2025Q4: 9,483 shares; 2026Q1: 7,376 shares; 2026Q2: 7,351 shares 7,351 $945K 0.07% -25 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,125 shares; 2024Q4: 52,263 shares; 2025Q1: 53,180 shares; 2025Q2: 52,752 shares; 2025Q3: 51,185 shares; 2025Q4: 50,924 shares; 2026Q1: 48,332 shares; 2026Q2: 48,810 shares 48,810 $942K 0.07% +478 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,550 shares; 2025Q1: 7,372 shares; 2025Q2: 6,763 shares; 2025Q3: 7,172 shares; 2025Q4: 6,965 shares; 2026Q1: 5,945 shares; 2026Q2: 5,202 shares 5,202 $941K 0.07% -743 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: 8,945 shares; 2024Q4: 6,341 shares; 2025Q1: 6,343 shares; 2025Q2: 6,416 shares; 2025Q3: 8,140 shares; 2025Q4: 3,544 shares; 2026Q1: 1,861 shares; 2026Q2: 1,996 shares 1,996 $916K 0.06% +135 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,261 shares; 2026Q2: 30,261 shares 30,261 $913K 0.06% 0 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: 10,859 shares; 2024Q4: 11,059 shares; 2025Q1: 11,429 shares; 2025Q2: 11,897 shares; 2025Q3: 12,863 shares; 2025Q4: 12,767 shares; 2026Q1: 12,277 shares; 2026Q2: 12,189 shares 12,189 $913K 0.06% -88 Timeline XVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,055 shares; 2024Q4: 18,974 shares; 2025Q1: 19,471 shares; 2025Q2: 19,516 shares; 2025Q3: 19,564 shares; 2025Q4: 19,527 shares; 2026Q1: 18,399 shares; 2026Q2: 16,054 shares 16,054 $912K 0.06% -2,345 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,010 shares; 2024Q4: 10,672 shares; 2025Q1: 10,716 shares; 2025Q2: 10,896 shares; 2025Q3: 10,400 shares; 2025Q4: 10,679 shares; 2026Q1: 10,524 shares; 2026Q2: 10,652 shares 10,652 $901K 0.06% +128 Timeline SWMR SWARMER INC More: the full row for SWARMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,000 shares 20,000 $886K 0.06% new 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: 388 shares; 2024Q4: 388 shares; 2025Q1: 554 shares; 2025Q2: 580 shares; 2025Q3: 605 shares; 2025Q4: 619 shares; 2026Q1: 757 shares; 2026Q2: 782 shares 782 $886K 0.06% +25 Timeline IMNM IMMUNOME INC More: the full row for IMMUNOME INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,759 shares; 2024Q4: 53,536 shares; 2025Q1: 53,536 shares; 2025Q2: 53,536 shares; 2025Q3: 53,536 shares; 2025Q4: 45,759 shares; 2026Q1: 45,759 shares; 2026Q2: 41,759 shares 41,759 $885K 0.06% -4,000 Timeline FTHY FIRST TR HIGH YIELD OPPRT 20 More: the full row for FIRST TR HIGH YIELD OPPRT 20 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,622 shares; 2024Q4: 33,407 shares; 2025Q1: 53,535 shares; 2025Q2: 51,824 shares; 2025Q3: 73,497 shares; 2025Q4: 83,375 shares; 2026Q1: 69,389 shares; 2026Q2: 64,489 shares 64,489 $884K 0.06% -4,900 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: 4,672 shares; 2024Q4: 3,435 shares; 2025Q1: 3,448 shares; 2025Q2: 3,448 shares; 2025Q3: 3,288 shares; 2025Q4: 3,693 shares; 2026Q1: 3,703 shares; 2026Q2: 3,714 shares 3,714 $879K 0.06% +11 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,386 shares; 2024Q4: 2,381 shares; 2025Q1: 2,385 shares; 2025Q2: 2,407 shares; 2025Q3: 2,410 shares; 2025Q4: 2,419 shares; 2026Q1: 2,360 shares; 2026Q2: 2,340 shares 2,340 $856K 0.06% -20 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: 34,666 shares; 2024Q4: 26,168 shares; 2025Q1: 23,407 shares; 2025Q2: 26,890 shares; 2025Q3: 21,758 shares; 2025Q4: 23,073 shares; 2026Q1: 9,034 shares; 2026Q2: 8,720 shares 8,720 $842K 0.06% -314 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: 1,182 shares; 2024Q4: 1,186 shares; 2025Q1: 1,219 shares; 2025Q2: 1,201 shares; 2025Q3: 1,219 shares; 2025Q4: 1,225 shares; 2026Q1: 1,306 shares; 2026Q2: 1,317 shares 1,317 $836K 0.06% +11 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,308 shares; 2025Q2: 6,919 shares; 2025Q3: 7,791 shares; 2025Q4: 7,971 shares; 2026Q1: 7,502 shares; 2026Q2: 8,273 shares 8,273 $830K 0.06% +771 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: 2,814 shares; 2024Q4: 2,761 shares; 2025Q1: 3,672 shares; 2025Q2: 3,443 shares; 2025Q3: 3,510 shares; 2025Q4: 3,531 shares; 2026Q1: 3,353 shares; 2026Q2: 2,945 shares 2,945 $828K 0.06% -408 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,345 shares; 2024Q4: 3,381 shares; 2025Q1: 3,148 shares; 2025Q2: 3,125 shares; 2025Q3: 3,126 shares; 2025Q4: 3,145 shares; 2026Q1: 3,298 shares; 2026Q2: 3,308 shares 3,308 $814K 0.06% +10 Timeline FPF FIRST TR INTER DURATN PFD & More: the full row for FIRST TR INTER DURATN PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 128,646 shares; 2024Q4: 131,773 shares; 2025Q1: 138,551 shares; 2025Q2: 32,248 shares; 2025Q3: 49,160 shares; 2025Q4: 52,873 shares; 2026Q1: 42,937 shares; 2026Q2: 43,831 shares 43,831 $796K 0.06% +894 Timeline XJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,618 shares; 2024Q4: 14,815 shares; 2025Q1: 15,315 shares; 2025Q2: 15,373 shares; 2025Q3: 15,429 shares; 2025Q4: 15,493 shares; 2026Q1: 15,258 shares; 2026Q2: 14,867 shares 14,867 $784K 0.06% -391 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: 1,446 shares; 2024Q4: 1,430 shares; 2025Q1: 1,406 shares; 2025Q2: 1,407 shares; 2025Q3: 1,442 shares; 2025Q4: 1,455 shares; 2026Q1: 1,415 shares; 2026Q2: 1,523 shares 1,523 $782K 0.06% +108 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: not reported; 2025Q2: not reported; 2025Q3: 751 shares; 2025Q4: 680 shares; 2026Q1: 1,019 shares; 2026Q2: 1,808 shares 1,808 $770K 0.05% +789 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,013 shares; 2024Q4: 5,015 shares; 2025Q1: 4,117 shares; 2025Q2: 4,119 shares; 2025Q3: 4,185 shares; 2025Q4: 4,029 shares; 2026Q1: 3,481 shares; 2026Q2: 3,475 shares 3,475 $769K 0.05% -6 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: not reported; 2025Q3: 1,029 shares; 2025Q4: 972 shares; 2026Q1: 933 shares; 2026Q2: 1,608 shares 1,608 $768K 0.05% +675 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,076 shares; 2024Q4: 42,186 shares; 2025Q1: 42,734 shares; 2025Q2: 36,235 shares; 2025Q3: 30,107 shares; 2025Q4: 41,068 shares; 2026Q1: 30,940 shares; 2026Q2: 31,451 shares 31,451 $757K 0.05% +511 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 634 shares; 2024Q4: 634 shares; 2025Q1: 634 shares; 2025Q2: 634 shares; 2025Q3: 634 shares; 2025Q4: 629 shares; 2026Q1: 629 shares; 2026Q2: 627 shares 627 $749K 0.05% -2 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $749K 0.05% 0 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,406 shares; 2024Q4: 5,396 shares; 2025Q1: 4,468 shares; 2025Q2: 5,207 shares; 2025Q3: 5,048 shares; 2025Q4: 6,059 shares; 2026Q1: 9,747 shares; 2026Q2: 9,778 shares 9,778 $744K 0.05% +31 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,871 shares; 2024Q4: 5,873 shares; 2025Q1: 5,775 shares; 2025Q2: 5,655 shares; 2025Q3: 5,648 shares; 2025Q4: 5,976 shares; 2026Q1: 5,305 shares; 2026Q2: 5,014 shares 5,014 $734K 0.05% -291 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,537 shares; 2025Q3: 5,582 shares; 2025Q4: 5,610 shares; 2026Q1: 6,414 shares; 2026Q2: 7,307 shares 7,307 $727K 0.05% +893 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 140,357 shares; 2024Q4: 100,450 shares; 2025Q1: 84,554 shares; 2025Q2: 89,631 shares; 2025Q3: 96,865 shares; 2025Q4: 77,443 shares; 2026Q1: 19,503 shares; 2026Q2: 14,166 shares 14,166 $713K 0.05% -5,337 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,873 shares; 2024Q4: 5,892 shares; 2025Q1: 5,880 shares; 2025Q2: 5,898 shares; 2025Q3: 6,193 shares; 2025Q4: 6,464 shares; 2026Q1: 6,409 shares; 2026Q2: 6,434 shares 6,434 $712K 0.05% +25 Timeline DFAC 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: 15,726 shares; 2024Q4: 15,772 shares; 2025Q1: 15,969 shares; 2025Q2: 16,016 shares; 2025Q3: 16,060 shares; 2025Q4: 15,957 shares; 2026Q1: 15,979 shares; 2026Q2: 16,018 shares 16,018 $711K 0.05% +39 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,920 shares; 2024Q4: 1,920 shares; 2025Q1: 1,920 shares; 2025Q2: 2,685 shares; 2025Q3: 2,543 shares; 2025Q4: 3,583 shares; 2026Q1: 3,402 shares; 2026Q2: 3,402 shares 3,402 $704K 0.05% 0 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,177 shares; 2026Q2: 9,116 shares 9,116 $702K 0.05% +1,939 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,099 shares; 2024Q4: 3,133 shares; 2025Q1: 3,147 shares; 2025Q2: 3,162 shares; 2025Q3: 3,052 shares; 2025Q4: 3,120 shares; 2026Q1: 3,134 shares; 2026Q2: 3,146 shares 3,146 $690K 0.05% +12 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: 4,696 shares; 2024Q4: 6,443 shares; 2025Q1: 5,996 shares; 2025Q2: 6,053 shares; 2025Q3: 6,007 shares; 2025Q4: 6,436 shares; 2026Q1: 4,522 shares; 2026Q2: 4,853 shares 4,853 $679K 0.05% +331 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: 1,677 shares; 2024Q4: 1,807 shares; 2025Q1: 1,537 shares; 2025Q2: 1,606 shares; 2025Q3: 1,782 shares; 2025Q4: 1,799 shares; 2026Q1: 2,797 shares; 2026Q2: 2,767 shares 2,767 $671K 0.05% -30 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: 4,858 shares; 2024Q4: 5,486 shares; 2025Q1: 5,931 shares; 2025Q2: 7,406 shares; 2025Q3: 8,879 shares; 2025Q4: 8,609 shares; 2026Q1: 8,864 shares; 2026Q2: 9,166 shares 9,166 $661K 0.05% +302 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,418 shares; 2024Q4: 4,313 shares; 2025Q1: 4,104 shares; 2025Q2: 4,107 shares; 2025Q3: 4,106 shares; 2025Q4: 4,081 shares; 2026Q1: 4,180 shares; 2026Q2: 4,191 shares 4,191 $658K 0.05% +11 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,363 shares; 2024Q4: 4,365 shares; 2025Q1: 4,368 shares; 2025Q2: 4,372 shares; 2025Q3: 4,449 shares; 2025Q4: 4,512 shares; 2026Q1: 4,201 shares; 2026Q2: 4,336 shares 4,336 $657K 0.05% +135 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM 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: not reported; 2025Q3: not reported; 2025Q4: 746 shares; 2026Q1: 713 shares; 2026Q2: 752 shares 752 $645K 0.05% +39 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: not reported; 2025Q1: 4,132 shares; 2025Q2: 5,916 shares; 2025Q3: 6,455 shares; 2025Q4: 6,485 shares; 2026Q1: 9,006 shares; 2026Q2: 8,532 shares 8,532 $644K 0.05% -474 Timeline BDYN BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 258,092 shares; 2025Q4: 262,390 shares; 2026Q1: 42,358 shares; 2026Q2: 23,003 shares 23,003 $638K 0.05% -19,355 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,606 shares; 2024Q4: 1,842 shares; 2025Q1: 1,931 shares; 2025Q2: 1,932 shares; 2025Q3: 1,933 shares; 2025Q4: 2,004 shares; 2026Q1: 2,202 shares; 2026Q2: 2,113 shares 2,113 $635K 0.04% -89 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: 4,776 shares; 2024Q4: 4,731 shares; 2025Q1: 4,770 shares; 2025Q2: 4,805 shares; 2025Q3: 5,076 shares; 2025Q4: 5,105 shares; 2026Q1: 4,564 shares; 2026Q2: 4,399 shares 4,399 $626K 0.04% -165 Timeline SPHD 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: 22,241 shares; 2024Q4: 12,241 shares; 2025Q1: 12,241 shares; 2025Q2: 12,241 shares; 2025Q3: 12,241 shares; 2025Q4: 12,241 shares; 2026Q1: 12,388 shares; 2026Q2: 12,241 shares 12,241 $622K 0.04% -147 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: 2,968 shares; 2024Q4: 2,967 shares; 2025Q1: 2,971 shares; 2025Q2: 4,150 shares; 2025Q3: 4,035 shares; 2025Q4: 3,992 shares; 2026Q1: 3,324 shares; 2026Q2: 3,359 shares 3,359 $621K 0.04% +35 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,221 shares; 2024Q4: 1,224 shares; 2025Q1: 1,227 shares; 2025Q2: 1,230 shares; 2025Q3: 1,243 shares; 2025Q4: 1,245 shares; 2026Q1: 1,243 shares; 2026Q2: 1,247 shares 1,247 $613K 0.04% +4 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: 4,689 shares; 2024Q4: 4,846 shares; 2025Q1: 4,782 shares; 2025Q2: 4,788 shares; 2025Q3: 4,005 shares; 2025Q4: 4,359 shares; 2026Q1: 4,231 shares; 2026Q2: 4,115 shares 4,115 $603K 0.04% -116 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: 998 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 721 shares; 2026Q2: 833 shares 833 $603K 0.04% +112 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,701 shares; 2025Q4: 5,770 shares; 2026Q1: 7,792 shares; 2026Q2: 8,112 shares 8,112 $595K 0.04% +320 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,102 shares; 2024Q4: 15,180 shares; 2025Q1: 15,870 shares; 2025Q2: 16,510 shares; 2025Q3: 17,288 shares; 2025Q4: 13,919 shares; 2026Q1: 14,236 shares; 2026Q2: 14,355 shares 14,355 $589K 0.04% +119 Timeline XJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,803 shares; 2024Q4: 11,838 shares; 2025Q1: 12,355 shares; 2025Q2: 12,392 shares; 2025Q3: 12,427 shares; 2025Q4: 12,485 shares; 2026Q1: 12,289 shares; 2026Q2: 11,290 shares 11,290 $589K 0.04% -999 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: 9,405 shares; 2024Q4: 8,303 shares; 2025Q1: 8,024 shares; 2025Q2: 7,924 shares; 2025Q3: 8,254 shares; 2025Q4: 8,245 shares; 2026Q1: 6,776 shares; 2026Q2: 6,705 shares 6,705 $588K 0.04% -71 Timeline IBHF 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: 23,644 shares; 2026Q2: 25,515 shares 25,515 $578K 0.04% +1,871 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,239 shares; 2024Q4: 14,239 shares; 2025Q1: 14,239 shares; 2025Q2: 14,239 shares; 2025Q3: 14,239 shares; 2025Q4: 14,239 shares; 2026Q1: 14,910 shares; 2026Q2: 14,239 shares 14,239 $578K 0.04% -671 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,290 shares; 2024Q4: 7,387 shares; 2025Q1: 5,854 shares; 2025Q2: 6,405 shares; 2025Q3: 6,433 shares; 2025Q4: 6,687 shares; 2026Q1: 7,296 shares; 2026Q2: 6,757 shares 6,757 $578K 0.04% -539 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,387 shares; 2025Q2: 4,602 shares; 2025Q3: 5,048 shares; 2025Q4: 5,145 shares; 2026Q1: 9,558 shares; 2026Q2: 10,232 shares 10,232 $576K 0.04% +674 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 584,981 shares; 2024Q4: 265,589 shares; 2025Q1: 277,699 shares; 2025Q2: 289,476 shares; 2025Q3: 21,692 shares; 2025Q4: 21,801 shares; 2026Q1: 21,817 shares; 2026Q2: 21,240 shares 21,240 $575K 0.04% -577 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,180 shares; 2024Q4: 3,180 shares; 2025Q1: 3,180 shares; 2025Q2: 3,198 shares; 2025Q3: 3,198 shares; 2025Q4: 3,198 shares; 2026Q1: 3,327 shares; 2026Q2: 3,043 shares 3,043 $572K 0.04% -284 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,112 shares; 2024Q4: 6,908 shares; 2025Q1: 6,731 shares; 2025Q2: 6,490 shares; 2025Q3: 6,248 shares; 2025Q4: 6,755 shares; 2026Q1: 5,359 shares; 2026Q2: 5,501 shares 5,501 $571K 0.04% +142 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,483 shares; 2024Q4: 7,350 shares; 2025Q1: 7,465 shares; 2025Q2: 7,467 shares; 2025Q3: 6,944 shares; 2025Q4: 7,401 shares; 2026Q1: 7,287 shares; 2026Q2: 6,872 shares 6,872 $568K 0.04% -415 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,845 shares; 2024Q4: 26,281 shares; 2025Q1: 27,338 shares; 2025Q2: 25,309 shares; 2025Q3: 27,093 shares; 2025Q4: 27,365 shares; 2026Q1: 26,941 shares; 2026Q2: 27,403 shares 27,403 $567K 0.04% +462 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,660 shares; 2026Q2: 2,788 shares 2,788 $557K 0.04% +128 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,900 shares; 2024Q4: 5,100 shares; 2025Q1: 5,102 shares; 2025Q2: 6,405 shares; 2025Q3: 6,408 shares; 2025Q4: 6,410 shares; 2026Q1: 6,412 shares; 2026Q2: 6,413 shares 6,413 $557K 0.04% +1 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,857 shares; 2024Q4: 2,857 shares; 2025Q1: 2,927 shares; 2025Q2: 2,857 shares; 2025Q3: 2,857 shares; 2025Q4: 2,342 shares; 2026Q1: 2,295 shares; 2026Q2: 3,035 shares 3,035 $536K 0.04% +740 Timeline KBE 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: 4,547 shares; 2024Q4: 5,166 shares; 2025Q1: 6,289 shares; 2025Q2: 6,602 shares; 2025Q3: 7,756 shares; 2025Q4: 7,668 shares; 2026Q1: 7,679 shares; 2026Q2: 7,689 shares 7,689 $525K 0.04% +10 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,172 shares; 2024Q4: 2,176 shares; 2025Q1: 2,180 shares; 2025Q2: 2,140 shares; 2025Q3: 2,323 shares; 2025Q4: 2,493 shares; 2026Q1: 2,350 shares; 2026Q2: 2,350 shares 2,350 $518K 0.04% 0 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: 896 shares; 2024Q4: 883 shares; 2025Q1: 1,210 shares; 2025Q2: 1,453 shares; 2025Q3: 1,679 shares; 2025Q4: 1,725 shares; 2026Q1: 1,425 shares; 2026Q2: 1,429 shares 1,429 $518K 0.04% +4 Timeline SDY 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: 4,236 shares; 2024Q4: 4,180 shares; 2025Q1: 3,883 shares; 2025Q2: 3,803 shares; 2025Q3: 3,286 shares; 2025Q4: 3,304 shares; 2026Q1: 3,448 shares; 2026Q2: 3,395 shares 3,395 $517K 0.04% -53 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,455 shares; 2024Q4: 23,575 shares; 2025Q1: 18,619 shares; 2025Q2: 30,801 shares; 2025Q3: 31,430 shares; 2025Q4: 31,146 shares; 2026Q1: 35,117 shares; 2026Q2: 26,930 shares 26,930 $515K 0.04% -8,187 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE 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: 4,502 shares; 2026Q1: 4,756 shares; 2026Q2: 6,406 shares 6,406 $498K 0.04% +1,650 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,396 shares; 2025Q3: 1,786 shares; 2025Q4: 1,990 shares; 2026Q1: not reported; 2026Q2: 1,987 shares 1,987 $497K 0.04% new Timeline DRAM ROUNDHILL ETF TRUST More: the full row for ROUNDHILL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,725 shares 6,725 $497K 0.04% new Timeline BTT BLACKROCK MUN TARGET TERM TR More: the full row for BLACKROCK MUN TARGET TERM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,516 shares; 2024Q4: 22,928 shares; 2025Q1: 22,854 shares; 2025Q2: 23,145 shares; 2025Q3: 23,144 shares; 2025Q4: 21,399 shares; 2026Q1: 21,425 shares; 2026Q2: 21,464 shares 21,464 $488K 0.03% +39 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,814 shares; 2024Q4: 1,742 shares; 2025Q1: 1,758 shares; 2025Q2: 1,685 shares; 2025Q3: 1,694 shares; 2025Q4: 1,610 shares; 2026Q1: 1,618 shares; 2026Q2: 1,627 shares 1,627 $485K 0.03% +9 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: 1,794 shares; 2024Q4: 1,797 shares; 2025Q1: 1,590 shares; 2025Q2: 1,594 shares; 2025Q3: 1,597 shares; 2025Q4: 1,622 shares; 2026Q1: 1,404 shares; 2026Q2: 1,407 shares 1,407 $485K 0.03% +3 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: 7,731 shares; 2024Q4: 7,418 shares; 2025Q1: 7,505 shares; 2025Q2: 7,687 shares; 2025Q3: 8,764 shares; 2025Q4: 8,167 shares; 2026Q1: 4,709 shares; 2026Q2: 4,740 shares 4,740 $484K 0.03% +31 Timeline CCJ CAMECO CORP More: the full row for CAMECO 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: 3,204 shares; 2026Q1: 4,331 shares; 2026Q2: 4,746 shares 4,746 $483K 0.03% +415 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,665 shares; 2024Q4: 12,069 shares; 2025Q1: 14,826 shares; 2025Q2: 15,303 shares; 2025Q3: 15,521 shares; 2025Q4: 15,901 shares; 2026Q1: 17,216 shares; 2026Q2: 19,696 shares 19,696 $482K 0.03% +2,480 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,464 shares; 2024Q4: 1,465 shares; 2025Q1: 1,438 shares; 2025Q2: 1,438 shares; 2025Q3: 1,438 shares; 2025Q4: 1,448 shares; 2026Q1: 933 shares; 2026Q2: 1,291 shares 1,291 $478K 0.03% +358 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 484 shares; 2024Q4: 513 shares; 2025Q1: 527 shares; 2025Q2: 578 shares; 2025Q3: 589 shares; 2025Q4: 3,025 shares; 2026Q1: 4,092 shares; 2026Q2: 4,809 shares 4,809 $477K 0.03% +717 Timeline JHSC JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,053 shares; 2024Q4: 13,967 shares; 2025Q1: 13,967 shares; 2025Q2: 13,865 shares; 2025Q3: 13,710 shares; 2025Q4: 9,471 shares; 2026Q1: 9,471 shares; 2026Q2: 9,799 shares 9,799 $476K 0.03% +328 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: 2,933 shares; 2024Q4: 2,929 shares; 2025Q1: 2,999 shares; 2025Q2: 3,083 shares; 2025Q3: 3,160 shares; 2025Q4: 3,151 shares; 2026Q1: 2,810 shares; 2026Q2: 2,810 shares 2,810 $475K 0.03% 0 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: 4,013 shares; 2024Q4: 4,027 shares; 2025Q1: 4,013 shares; 2025Q2: 3,946 shares; 2025Q3: 4,109 shares; 2025Q4: 4,124 shares; 2026Q1: 4,134 shares; 2026Q2: 4,144 shares 4,144 $457K 0.03% +10 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,928 shares; 2024Q4: 1,932 shares; 2025Q1: 1,990 shares; 2025Q2: 1,947 shares; 2025Q3: 2,005 shares; 2025Q4: 2,024 shares; 2026Q1: 2,028 shares; 2026Q2: 2,033 shares 2,033 $453K 0.03% +5 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,171 shares; 2024Q4: 9,268 shares; 2025Q1: 8,355 shares; 2025Q2: 8,204 shares; 2025Q3: 7,996 shares; 2025Q4: 7,996 shares; 2026Q1: 7,996 shares; 2026Q2: 7,996 shares 7,996 $452K 0.03% 0 Timeline XRNPX COHEN & STEERS REIT & PFD & More: the full row for COHEN & STEERS REIT & PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,182 shares; 2024Q4: 19,906 shares; 2025Q1: 19,931 shares; 2025Q2: 19,956 shares; 2025Q3: 28,781 shares; 2025Q4: 28,479 shares; 2026Q1: 23,158 shares; 2026Q2: 22,187 shares 22,187 $450K 0.03% -971 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,190 shares; 2024Q4: 8,641 shares; 2025Q1: 4,880 shares; 2025Q2: 4,833 shares; 2025Q3: 3,731 shares; 2025Q4: 3,660 shares; 2026Q1: 2,877 shares; 2026Q2: 2,718 shares 2,718 $445K 0.03% -159 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS 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: 4,401 shares; 2025Q3: 5,709 shares; 2025Q4: 5,867 shares; 2026Q1: 5,844 shares; 2026Q2: 7,808 shares 7,808 $443K 0.03% +1,964 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,141 shares; 2024Q4: 36,679 shares; 2025Q1: 34,041 shares; 2025Q2: 34,554 shares; 2025Q3: 42,817 shares; 2025Q4: 29,621 shares; 2026Q1: 5,767 shares; 2026Q2: 5,334 shares 5,334 $438K 0.03% -433 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,645 shares; 2024Q4: 2,645 shares; 2025Q1: 2,649 shares; 2025Q2: 2,788 shares; 2025Q3: 2,817 shares; 2025Q4: 2,817 shares; 2026Q1: 2,782 shares; 2026Q2: 2,782 shares 2,782 $436K 0.03% 0 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,920 shares; 2025Q2: 2,932 shares; 2025Q3: 2,942 shares; 2025Q4: 2,963 shares; 2026Q1: 2,958 shares; 2026Q2: 2,963 shares 2,963 $434K 0.03% +5 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 30,655 shares; 2025Q1: 31,319 shares; 2025Q2: 32,005 shares; 2025Q3: 32,758 shares; 2025Q4: 22,110 shares; 2026Q1: 22,710 shares; 2026Q2: 23,302 shares 23,302 $432K 0.03% +592 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: 18,640 shares; 2024Q4: 22,996 shares; 2025Q1: 21,381 shares; 2025Q2: 17,800 shares; 2025Q3: 7,955 shares; 2025Q4: 6,666 shares; 2026Q1: 2,513 shares; 2026Q2: 1,959 shares 1,959 $430K 0.03% -554 Timeline GCAL 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,501 shares; 2025Q4: 16,707 shares; 2026Q1: 8,315 shares; 2026Q2: 8,388 shares 8,388 $429K 0.03% +73 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,499 shares 2,499 $427K 0.03% new Timeline REFI CHICAGO ATLANTIC REAL ESTATE More: the full row for CHICAGO ATLANTIC REAL ESTATE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 32,962 shares; 2025Q1: 35,426 shares; 2025Q2: 34,744 shares; 2025Q3: 34,814 shares; 2025Q4: 32,626 shares; 2026Q1: 32,732 shares; 2026Q2: 39,818 shares 39,818 $427K 0.03% +7,086 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,480 shares; 2025Q2: 5,978 shares; 2025Q3: 6,066 shares; 2025Q4: 5,999 shares; 2026Q1: 5,890 shares; 2026Q2: 5,911 shares 5,911 $425K 0.03% +21 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: 1,628 shares; 2024Q4: 1,654 shares; 2025Q1: 2,162 shares; 2025Q2: 2,328 shares; 2025Q3: 2,519 shares; 2025Q4: 2,619 shares; 2026Q1: 1,204 shares; 2026Q2: 1,155 shares 1,155 $423K 0.03% -49 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,644 shares; 2025Q4: 5,876 shares; 2026Q1: 6,539 shares; 2026Q2: 7,662 shares 7,662 $407K 0.03% +1,123 Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,600 shares; 2025Q2: 20,813 shares; 2025Q3: 20,813 shares; 2025Q4: 20,813 shares; 2026Q1: 19,613 shares; 2026Q2: 19,613 shares 19,613 $403K 0.03% 0 Timeline FBRT FRANKLIN BSP RLTY TR INC More: the full row for FRANKLIN BSP RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,575 shares; 2024Q4: 29,575 shares; 2025Q1: 29,575 shares; 2025Q2: 38,416 shares; 2025Q3: 38,416 shares; 2025Q4: 38,416 shares; 2026Q1: 38,416 shares; 2026Q2: 48,452 shares 48,452 $394K 0.03% +10,036 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: 12,453 shares; 2024Q4: 11,019 shares; 2025Q1: not reported; 2025Q2: 7,631 shares; 2025Q3: 7,937 shares; 2025Q4: 8,073 shares; 2026Q1: 6,237 shares; 2026Q2: 6,230 shares 6,230 $392K 0.03% -7 Timeline IYM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,868 shares; 2025Q2: 1,944 shares; 2025Q3: 1,945 shares; 2025Q4: 2,035 shares; 2026Q1: 2,161 shares; 2026Q2: 2,182 shares 2,182 $392K 0.03% +21 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: 391 shares; 2025Q1: 414 shares; 2025Q2: 404 shares; 2025Q3: 473 shares; 2025Q4: 560 shares; 2026Q1: 390 shares; 2026Q2: 406 shares 406 $391K 0.03% +16 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP 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: 1,369 shares 1,369 $378K 0.03% new Timeline LEU CENTRUS ENERGY CORP More: the full row for CENTRUS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,250 shares; 2025Q3: 2,250 shares; 2025Q4: 2,250 shares; 2026Q1: 2,250 shares; 2026Q2: 2,250 shares 2,250 $378K 0.03% 0 Timeline CNBS AMPLIFY ETF TR More: the full row for AMPLIFY 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: 10,077 shares; 2025Q3: 13,227 shares; 2025Q4: 10,027 shares; 2026Q1: 10,027 shares; 2026Q2: 12,927 shares 12,927 $378K 0.03% +2,900 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,101 shares; 2024Q4: 22,576 shares; 2025Q1: 21,905 shares; 2025Q2: 20,552 shares; 2025Q3: 20,164 shares; 2025Q4: 18,996 shares; 2026Q1: 4,214 shares; 2026Q2: 2,942 shares 2,942 $377K 0.03% -1,272 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,259 shares 1,259 $375K 0.03% new Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,706 shares; 2025Q3: 1,755 shares; 2025Q4: 895 shares; 2026Q1: not reported; 2026Q2: 388 shares 388 $374K 0.03% new Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,973 shares; 2024Q4: 2,975 shares; 2025Q1: 2,850 shares; 2025Q2: 2,850 shares; 2025Q3: 2,890 shares; 2025Q4: 2,851 shares; 2026Q1: 2,830 shares; 2026Q2: 2,852 shares 2,852 $370K 0.03% +22 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,509 shares; 2024Q4: 16,504 shares; 2025Q1: 13,731 shares; 2025Q2: 13,747 shares; 2025Q3: 14,041 shares; 2025Q4: 14,134 shares; 2026Q1: 11,331 shares; 2026Q2: 11,321 shares 11,321 $362K 0.03% -10 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,679 shares; 2024Q4: 30,885 shares; 2025Q1: 30,788 shares; 2025Q2: 32,172 shares; 2025Q3: 34,496 shares; 2025Q4: 33,881 shares; 2026Q1: 33,542 shares; 2026Q2: 32,712 shares 32,712 $357K 0.03% -830 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA 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: not reported; 2026Q1: 1,877 shares; 2026Q2: 1,877 shares 1,877 $356K 0.03% 0 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,277 shares; 2026Q1: 6,682 shares; 2026Q2: 6,602 shares 6,602 $353K 0.02% -80 Timeline IDV 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: 5,986 shares; 2026Q1: 7,343 shares; 2026Q2: 8,383 shares 8,383 $347K 0.02% +1,040 Timeline IFRA 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: 6,351 shares; 2025Q1: 5,494 shares; 2025Q2: 5,479 shares; 2025Q3: 5,479 shares; 2025Q4: 5,479 shares; 2026Q1: 5,470 shares; 2026Q2: 5,470 shares 5,470 $345K 0.02% 0 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,979 shares; 2024Q4: 19,593 shares; 2025Q1: 11,235 shares; 2025Q2: 14,888 shares; 2025Q3: 12,506 shares; 2025Q4: 12,678 shares; 2026Q1: 7,507 shares; 2026Q2: 6,812 shares 6,812 $345K 0.02% -695 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,605 shares; 2024Q4: 2,610 shares; 2025Q1: 2,514 shares; 2025Q2: 2,518 shares; 2025Q3: 2,512 shares; 2025Q4: 2,589 shares; 2026Q1: 2,633 shares; 2026Q2: 2,067 shares 2,067 $340K 0.02% -566 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,515 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,100 shares; 2026Q1: 4,474 shares; 2026Q2: 4,380 shares 4,380 $338K 0.02% -94 Timeline HYT BLACKROCK CORPOR HI YLD FD I More: the full row for BLACKROCK CORPOR HI YLD FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,000 shares; 2025Q1: 20,000 shares; 2025Q2: 30,000 shares; 2025Q3: 25,000 shares; 2025Q4: not reported; 2026Q1: 43,469 shares; 2026Q2: 39,279 shares 39,279 $336K 0.02% -4,190 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,992 shares; 2025Q2: 4,994 shares; 2025Q3: 6,996 shares; 2025Q4: 7,015 shares; 2026Q1: 6,238 shares; 2026Q2: 6,239 shares 6,239 $332K 0.02% +1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,129 shares; 2026Q2: 1,296 shares 1,296 $331K 0.02% +167 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: 3,862 shares; 2024Q4: 4,033 shares; 2025Q1: 4,041 shares; 2025Q2: 4,051 shares; 2025Q3: 3,896 shares; 2025Q4: 4,012 shares; 2026Q1: 3,649 shares; 2026Q2: 3,648 shares 3,648 $331K 0.02% -1 Timeline NIC NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES 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: 1,987 shares; 2026Q2: 1,992 shares 1,992 $330K 0.02% +5 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 984 shares; 2024Q4: 1,006 shares; 2025Q1: 988 shares; 2025Q2: 989 shares; 2025Q3: 991 shares; 2025Q4: 1,072 shares; 2026Q1: 988 shares; 2026Q2: 992 shares 992 $327K 0.02% +4 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: 9,149 shares; 2024Q4: 9,516 shares; 2025Q1: 9,537 shares; 2025Q2: 6,699 shares; 2025Q3: 7,307 shares; 2025Q4: 7,879 shares; 2026Q1: 3,334 shares; 2026Q2: 3,002 shares 3,002 $323K 0.02% -332 Timeline XHB 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: 2,700 shares; 2024Q4: 2,700 shares; 2025Q1: 2,893 shares; 2025Q2: 2,808 shares; 2025Q3: 2,808 shares; 2025Q4: 2,808 shares; 2026Q1: 2,750 shares; 2026Q2: 2,750 shares 2,750 $318K 0.02% 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: 6,087 shares; 2024Q4: 7,814 shares; 2025Q1: 7,537 shares; 2025Q2: 10,240 shares; 2025Q3: 7,368 shares; 2025Q4: 7,452 shares; 2026Q1: 4,960 shares; 2026Q2: 5,467 shares 5,467 $315K 0.02% +507 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,463 shares; 2025Q4: 1,959 shares; 2026Q1: 2,056 shares; 2026Q2: 2,172 shares 2,172 $314K 0.02% +116 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: 1,996 shares; 2024Q4: 2,002 shares; 2025Q1: 2,069 shares; 2025Q2: 2,074 shares; 2025Q3: 2,079 shares; 2025Q4: 2,084 shares; 2026Q1: 2,027 shares; 2026Q2: 2,030 shares 2,030 $313K 0.02% +3 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 268 shares; 2024Q4: 296 shares; 2025Q1: 296 shares; 2025Q2: 296 shares; 2025Q3: 296 shares; 2025Q4: 296 shares; 2026Q1: 299 shares; 2026Q2: 300 shares 300 $312K 0.02% +1 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: 726 shares; 2024Q4: 725 shares; 2025Q1: 725 shares; 2025Q2: 725 shares; 2025Q3: 752 shares; 2025Q4: 837 shares; 2026Q1: 768 shares; 2026Q2: 780 shares 780 $310K 0.02% +12 Timeline SNDL SNDL INC More: the full row for SNDL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 120,246 shares; 2024Q4: 124,246 shares; 2025Q1: 120,246 shares; 2025Q2: 148,246 shares; 2025Q3: 148,246 shares; 2025Q4: 148,246 shares; 2026Q1: 168,246 shares; 2026Q2: 229,246 shares 229,246 $309K 0.02% +61,000 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,889 shares; 2024Q4: 12,368 shares; 2025Q1: 12,921 shares; 2025Q2: 13,881 shares; 2025Q3: 14,434 shares; 2025Q4: 14,847 shares; 2026Q1: 12,921 shares; 2026Q2: 13,844 shares 13,844 $308K 0.02% +923 Timeline W WAYFAIR INC More: the full row for WAYFAIR 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: 3,303 shares; 2025Q4: 3,303 shares; 2026Q1: 3,301 shares; 2026Q2: 3,301 shares 3,301 $305K 0.02% 0 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,619 shares; 2025Q1: 1,642 shares; 2025Q2: 1,642 shares; 2025Q3: 1,642 shares; 2025Q4: 1,654 shares; 2026Q1: 1,627 shares; 2026Q2: 1,663 shares 1,663 $305K 0.02% +36 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,181 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,296 shares; 2025Q4: 5,571 shares; 2026Q1: 5,576 shares; 2026Q2: 5,576 shares 5,576 $302K 0.02% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,155 shares; 2024Q4: 1,157 shares; 2025Q1: 1,158 shares; 2025Q2: 1,160 shares; 2025Q3: 1,225 shares; 2025Q4: 1,240 shares; 2026Q1: 1,155 shares; 2026Q2: 1,157 shares 1,157 $302K 0.02% +2 Timeline BDVL BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 132,044 shares; 2025Q4: 134,769 shares; 2026Q1: 25,317 shares; 2026Q2: 11,536 shares 11,536 $300K 0.02% -13,781 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,238 shares; 2025Q1: 3,519 shares; 2025Q2: 3,520 shares; 2025Q3: 3,823 shares; 2025Q4: 3,825 shares; 2026Q1: 3,997 shares; 2026Q2: 3,998 shares 3,998 $299K 0.02% +1 Timeline TTMI TTM TECHNOLOGIES INC More: the full row for TTM TECHNOLOGIES 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: 1,595 shares 1,595 $298K 0.02% new Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,026 shares; 2026Q1: 2,527 shares; 2026Q2: 2,671 shares 2,671 $295K 0.02% +144 Timeline MTB M & T BK CORP More: the full row for M & T BK 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: 1,226 shares 1,226 $292K 0.02% new Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L 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: 5,817 shares; 2026Q2: 6,651 shares 6,651 $291K 0.02% +834 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 960 shares 960 $290K 0.02% new Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,710 shares; 2025Q2: 13,215 shares; 2025Q3: 13,233 shares; 2025Q4: 10,731 shares; 2026Q1: 12,747 shares; 2026Q2: 12,846 shares 12,846 $287K 0.02% +99 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET 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: 1,375 shares; 2026Q1: 1,825 shares; 2026Q2: 1,577 shares 1,577 $286K 0.02% -248 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: 2,308 shares; 2024Q4: 1,754 shares; 2025Q1: 1,892 shares; 2025Q2: 2,064 shares; 2025Q3: 2,069 shares; 2025Q4: 2,129 shares; 2026Q1: 1,957 shares; 2026Q2: 1,975 shares 1,975 $283K 0.02% +18 Timeline IVOL KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,684 shares; 2024Q4: 19,982 shares; 2025Q1: 19,643 shares; 2025Q2: 19,657 shares; 2025Q3: 19,481 shares; 2025Q4: 16,703 shares; 2026Q1: 16,692 shares; 2026Q2: 16,080 shares 16,080 $278K 0.02% -612 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 122 shares 122 $277K 0.02% new Timeline CELC CELCUITY INC More: the full row for CELCUITY 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: 2,639 shares; 2026Q1: 2,639 shares; 2026Q2: 2,639 shares 2,639 $276K 0.02% 0 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,540 shares 5,540 $276K 0.02% new Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,633 shares; 2024Q4: 1,804 shares; 2025Q1: not reported; 2025Q2: 1,667 shares; 2025Q3: 2,546 shares; 2025Q4: 2,268 shares; 2026Q1: 2,073 shares; 2026Q2: 1,661 shares 1,661 $274K 0.02% -412 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 201 shares; 2024Q4: 201 shares; 2025Q1: not reported; 2025Q2: 200 shares; 2025Q3: not reported; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 201 shares 201 $273K 0.02% +1 Timeline TEM TEMPUS AI INC More: the full row for TEMPUS AI 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: 4,735 shares; 2026Q2: 4,720 shares 4,720 $273K 0.02% -15 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,060 shares 3,060 $271K 0.02% new Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,097 shares; 2025Q3: 8,959 shares; 2025Q4: 9,054 shares; 2026Q1: 8,028 shares; 2026Q2: 8,028 shares 8,028 $271K 0.02% 0 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,281 shares; 2025Q1: 2,381 shares; 2025Q2: 2,436 shares; 2025Q3: 2,248 shares; 2025Q4: 5,438 shares; 2026Q1: 1,830 shares; 2026Q2: 2,367 shares 2,367 $270K 0.02% +537 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,642 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,978 shares; 2026Q1: not reported; 2026Q2: 1,977 shares 1,977 $269K 0.02% new Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,064 shares; 2026Q2: 9,591 shares 9,591 $266K 0.02% +527 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC 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: 36,406 shares; 2025Q4: 32,366 shares; 2026Q1: 20,465 shares; 2026Q2: 20,615 shares 20,615 $266K 0.02% +150 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS 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: not reported; 2026Q1: not reported; 2026Q2: 2,787 shares 2,787 $265K 0.02% new 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: 2,851 shares; 2024Q4: 3,280 shares; 2025Q1: 3,316 shares; 2025Q2: 3,243 shares; 2025Q3: 3,311 shares; 2025Q4: 5,361 shares; 2026Q1: 2,569 shares; 2026Q2: 2,769 shares 2,769 $264K 0.02% +200 Timeline GENB GENERATE BIOMEDICINES INC More: the full row for GENERATE BIOMEDICINES 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: 15,600 shares 15,600 $263K 0.02% new Timeline CLDT CHATHAM LODGING TR More: the full row for CHATHAM LODGING 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: 19,840 shares 19,840 $262K 0.02% new Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES 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: 2,890 shares 2,890 $261K 0.02% new Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,846 shares; 2024Q4: 2,827 shares; 2025Q1: 4,190 shares; 2025Q2: 3,594 shares; 2025Q3: 2,909 shares; 2025Q4: 3,481 shares; 2026Q1: 2,851 shares; 2026Q2: 3,024 shares 3,024 $261K 0.02% +173 Timeline BHST BIOHARVEST SCIENCES INC More: the full row for BIOHARVEST SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 35,000 shares; 2025Q1: 71,733 shares; 2025Q2: 70,000 shares; 2025Q3: 55,000 shares; 2025Q4: 55,000 shares; 2026Q1: 55,000 shares; 2026Q2: 90,000 shares 90,000 $257K 0.02% +35,000 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,439 shares; 2024Q4: 5,439 shares; 2025Q1: 5,419 shares; 2025Q2: 5,419 shares; 2025Q3: 5,419 shares; 2025Q4: 5,452 shares; 2026Q1: 5,771 shares; 2026Q2: 5,638 shares 5,638 $257K 0.02% -133 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,966 shares; 2024Q4: 2,210 shares; 2025Q1: 2,215 shares; 2025Q2: 2,270 shares; 2025Q3: 2,281 shares; 2025Q4: 2,351 shares; 2026Q1: 2,347 shares; 2026Q2: 2,359 shares 2,359 $255K 0.02% +12 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,193 shares; 2024Q4: 3,207 shares; 2025Q1: 3,223 shares; 2025Q2: 3,240 shares; 2025Q3: 3,151 shares; 2025Q4: 3,148 shares; 2026Q1: 3,084 shares; 2026Q2: 3,131 shares 3,131 $254K 0.02% +47 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 358 shares; 2025Q1: 396 shares; 2025Q2: 396 shares; 2025Q3: 396 shares; 2025Q4: 359 shares; 2026Q1: 359 shares; 2026Q2: 357 shares 357 $251K 0.02% -2 Timeline XLB 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: 3,077 shares; 2024Q4: 2,832 shares; 2025Q1: 2,686 shares; 2025Q2: 2,650 shares; 2025Q3: 2,588 shares; 2025Q4: 5,176 shares; 2026Q1: 5,176 shares; 2026Q2: 4,944 shares 4,944 $251K 0.02% -232 Timeline CCB COASTAL FINL CORP WA More: the full row for COASTAL FINL CORP WA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,744 shares; 2024Q4: 5,473 shares; 2025Q1: 4,668 shares; 2025Q2: 4,668 shares; 2025Q3: 4,152 shares; 2025Q4: 4,152 shares; 2026Q1: 3,152 shares; 2026Q2: 3,152 shares 3,152 $244K 0.02% 0 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 489 shares; 2024Q4: 541 shares; 2025Q1: 470 shares; 2025Q2: 482 shares; 2025Q3: 486 shares; 2025Q4: 480 shares; 2026Q1: 477 shares; 2026Q2: 479 shares 479 $244K 0.02% +2 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,313 shares; 2024Q4: 2,335 shares; 2025Q1: 2,055 shares; 2025Q2: 2,063 shares; 2025Q3: 2,083 shares; 2025Q4: 2,094 shares; 2026Q1: 2,103 shares; 2026Q2: 4,226 shares 4,226 $237K 0.02% +2,123 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER 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: 1,040 shares 1,040 $236K 0.02% new Timeline GMUB 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,940 shares; 2026Q1: 4,603 shares; 2026Q2: 4,587 shares 4,587 $236K 0.02% -16 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: 9,573 shares; 2024Q4: 8,883 shares; 2025Q1: 8,766 shares; 2025Q2: 7,276 shares; 2025Q3: 8,188 shares; 2025Q4: 8,584 shares; 2026Q1: 5,598 shares; 2026Q2: 5,566 shares 5,566 $236K 0.02% -32 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,675 shares; 2025Q4: 4,708 shares; 2026Q1: 4,725 shares; 2026Q2: 4,759 shares 4,759 $235K 0.02% +34 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP 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: not reported; 2026Q1: not reported; 2026Q2: 2,567 shares 2,567 $234K 0.02% new Timeline THO THOR INDS INC More: the full row for THOR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,256 shares; 2024Q4: 3,271 shares; 2025Q1: 3,287 shares; 2025Q2: 3,283 shares; 2025Q3: 3,301 shares; 2025Q4: 3,317 shares; 2026Q1: 3,332 shares; 2026Q2: 3,109 shares 3,109 $234K 0.02% -223 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT 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: 2,128 shares; 2026Q2: 2,099 shares 2,099 $234K 0.02% -29 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,208 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,313 shares; 2025Q3: 2,339 shares; 2025Q4: 2,513 shares; 2026Q1: not reported; 2026Q2: 1,786 shares 1,786 $233K 0.02% new 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: not reported; 2024Q4: 1,596 shares; 2025Q1: 1,869 shares; 2025Q2: 2,102 shares; 2025Q3: 2,079 shares; 2025Q4: 2,098 shares; 2026Q1: 1,417 shares; 2026Q2: 1,420 shares 1,420 $233K 0.02% +3 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 864 shares 864 $232K 0.02% new Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,080 shares; 2024Q4: 3,683 shares; 2025Q1: 3,628 shares; 2025Q2: 3,660 shares; 2025Q3: 3,880 shares; 2025Q4: 2,671 shares; 2026Q1: 2,671 shares; 2026Q2: 2,671 shares 2,671 $232K 0.02% 0 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,387 shares; 2024Q4: 6,557 shares; 2025Q1: 5,594 shares; 2025Q2: 4,394 shares; 2025Q3: not reported; 2025Q4: 4,506 shares; 2026Q1: not reported; 2026Q2: 5,024 shares 5,024 $232K 0.02% new Timeline HEZU 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: 4,997 shares; 2025Q3: 4,766 shares; 2025Q4: 4,736 shares; 2026Q1: 4,606 shares; 2026Q2: 4,606 shares 4,606 $231K 0.02% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,179 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,407 shares; 2025Q4: 1,828 shares; 2026Q1: 1,290 shares; 2026Q2: 1,149 shares 1,149 $230K 0.02% -141 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 530 shares 530 $229K 0.02% new 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: 2,122 shares; 2024Q4: 2,714 shares; 2025Q1: 3,943 shares; 2025Q2: 3,084 shares; 2025Q3: 3,050 shares; 2025Q4: 4,186 shares; 2026Q1: 2,302 shares; 2026Q2: 2,280 shares 2,280 $226K 0.02% -22 Timeline SSO PROSHARES TR More: the full row for PROSHARES 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: 3,331 shares 3,331 $224K 0.02% new Timeline NVDL GRANITESHARES ETF TR More: the full row for GRANITESHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,200 shares; 2025Q3: 4,810 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares; 2026Q2: 7,500 shares 7,500 $224K 0.02% +3,500 Timeline INTF 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: 5,514 shares; 2026Q2: 5,434 shares 5,434 $223K 0.02% -80 Timeline ROBT FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,956 shares 3,956 $223K 0.02% new Timeline SECT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,066 shares 3,066 $221K 0.02% new Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 930 shares; 2024Q4: 922 shares; 2025Q1: 795 shares; 2025Q2: 702 shares; 2025Q3: 702 shares; 2025Q4: 1,036 shares; 2026Q1: 1,055 shares; 2026Q2: 555 shares 555 $218K 0.02% -500 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI 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: 801 shares 801 $218K 0.02% new Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH 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: 1,400 shares; 2026Q2: 1,409 shares 1,409 $216K 0.02% +9 Timeline LIT 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: 6,310 shares; 2024Q4: 5,808 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,787 shares; 2026Q2: 2,758 shares 2,758 $216K 0.02% -29 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED 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: 5,114 shares; 2026Q2: 4,622 shares 4,622 $215K 0.02% -492 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,401 shares 1,401 $213K 0.02% new Timeline RLJ LODGING TR RLJ LODGING TR More: the full row for RLJ LODGING TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,700 shares 8,700 $213K 0.02% new 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: 4,284 shares; 2024Q4: 4,446 shares; 2025Q1: 4,321 shares; 2025Q2: 4,179 shares; 2025Q3: 4,643 shares; 2025Q4: 4,530 shares; 2026Q1: 3,760 shares; 2026Q2: 3,664 shares 3,664 $212K 0.02% -96 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,779 shares 4,779 $208K 0.01% new Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,370 shares; 2024Q4: 2,371 shares; 2025Q1: 2,372 shares; 2025Q2: not reported; 2025Q3: 3,849 shares; 2025Q4: 3,809 shares; 2026Q1: 2,405 shares; 2026Q2: 2,378 shares 2,378 $207K 0.01% -27 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 319 shares 319 $204K 0.01% new 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: 617 shares; 2024Q4: 617 shares; 2025Q1: 617 shares; 2025Q2: 617 shares; 2025Q3: 507 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 507 shares 507 $201K 0.01% new Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,200 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,773 shares 3,773 $201K 0.01% new Timeline DRH DIAMONDROCK HOSPITALITY CO More: the full row for DIAMONDROCK HOSPITALITY 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: 11,135 shares 11,135 $136K 0.01% new Timeline FRMI FERMI INC More: the full row for FERMI 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: 12,885 shares 12,885 $118K 0.01% new Timeline IRWD IRONWOOD PHARMACEUTICALS INC More: the full row for IRONWOOD PHARMACEUTICALS 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: 18,005 shares 18,005 $75.8K 0.01% new Timeline IPSC CENTURY THERAPEUTICS INC More: the full row for CENTURY 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: not reported; 2026Q1: not reported; 2026Q2: 25,290 shares 25,290 $62K <0.01% new Timeline ABEV AMBEV SA More: the full row for AMBEV SA 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: 19,375 shares 19,375 $60.8K <0.01% new Timeline LUCD LUCID DIAGNOSTICS INC More: the full row for LUCID DIAGNOSTICS 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: 55,400 shares 55,400 $59.3K <0.01% new Timeline LFMD LIFEMD INC More: the full row for LIFEMD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,208 shares; 2024Q4: 16,000 shares; 2025Q1: not reported; 2025Q2: 16,000 shares; 2025Q3: not reported; 2025Q4: 12,000 shares; 2026Q1: 12,000 shares; 2026Q2: 12,000 shares 12,000 $49.6K <0.01% 0 Timeline SRXH SRX GLOBAL INC More: the full row for SRX GLOBAL 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: 50,500 shares 50,500 $4.58K <0.01% new Timeline