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: 267,154 shares; 2026Q2: 588,750 shares 588,750 $118M 8.71% +321,596 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,666,042 shares; 2026Q1: 1,823,216 shares; 2026Q2: 1,563,268 shares 1,563,268 $114M 8.43% -259,948 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: 1,696,030 shares; 2024Q4: 1,228,034 shares; 2025Q1: 564,883 shares; 2025Q2: 1,086,545 shares; 2025Q3: 799,994 shares; 2025Q4: 869,548 shares; 2026Q1: 913,898 shares; 2026Q2: 857,497 shares 857,497 $102M 7.55% -56,401 Timeline GDE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,393,983 shares; 2025Q3: 1,151,805 shares; 2025Q4: 1,961,787 shares; 2026Q1: 1,989,162 shares; 2026Q2: 1,638,956 shares 1,638,956 $100M 7.41% -350,206 Timeline CHAT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 607,289 shares; 2025Q4: 956,723 shares; 2026Q1: 997,326 shares; 2026Q2: 992,705 shares 992,705 $98M 7.25% -4,621 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR 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: 3,317,519 shares 3,317,519 $97.3M 7.2% new Timeline SAMT ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,937,455 shares; 2026Q1: 2,931,969 shares; 2026Q2: 1,864,255 shares 1,864,255 $89M 6.59% -1,067,714 Timeline TDIV 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: 961,923 shares; 2025Q4: 1,059,649 shares; 2026Q1: 687,584 shares; 2026Q2: 695,257 shares 695,257 $79.9M 5.91% +7,673 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: 10,213 shares; 2024Q4: 8,978 shares; 2025Q1: 8,978 shares; 2025Q2: 172,801 shares; 2025Q3: 999,890 shares; 2025Q4: 1,824,479 shares; 2026Q1: 1,955,792 shares; 2026Q2: 1,452,826 shares 1,452,826 $77.7M 5.75% -502,966 Timeline QQQM 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: 401,531 shares; 2024Q4: 296,401 shares; 2025Q1: 193,733 shares; 2025Q2: 307,436 shares; 2025Q3: 153,787 shares; 2025Q4: 161,684 shares; 2026Q1: 154,458 shares; 2026Q2: 249,211 shares 249,211 $75.5M 5.59% +94,753 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: 10,906 shares; 2025Q2: 1,329,143 shares; 2025Q3: 751,768 shares; 2025Q4: 1,453,465 shares; 2026Q1: 1,490,283 shares; 2026Q2: 807,662 shares 807,662 $61M 4.51% -682,621 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,688,962 shares; 2025Q4: 1,853,415 shares; 2026Q1: 1,914,587 shares; 2026Q2: 1,141,359 shares 1,141,359 $56.2M 4.16% -773,228 Timeline AIS TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 338,658 shares 338,658 $28.9M 2.14% new Timeline SIL 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: 20,068 shares; 2025Q4: 309,140 shares; 2026Q1: 327,390 shares; 2026Q2: 278,004 shares 278,004 $21.5M 1.59% -49,386 Timeline SILJ 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: not reported; 2025Q3: not reported; 2025Q4: 394,857 shares; 2026Q1: 648,665 shares; 2026Q2: 720,882 shares 720,882 $18.7M 1.38% +72,217 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,598 shares; 2025Q4: 294,868 shares; 2026Q1: 310,718 shares; 2026Q2: 205,108 shares 205,108 $15.5M 1.15% -105,610 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 94,293 shares; 2026Q1: 150,101 shares; 2026Q2: 112,635 shares 112,635 $11.1M 0.82% -37,466 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: not reported; 2026Q1: 53,826 shares; 2026Q2: 56,682 shares 56,682 $10.3M 0.76% +2,856 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: 31,547 shares; 2025Q1: 28,584 shares; 2025Q2: 59,216 shares; 2025Q3: 29,818 shares; 2025Q4: 30,146 shares; 2026Q1: 30,596 shares; 2026Q2: 19,851 shares 19,851 $8.6M 0.64% -10,745 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: 28,090 shares; 2024Q4: 31,707 shares; 2025Q1: 32,589 shares; 2025Q2: 63,492 shares; 2025Q3: 32,627 shares; 2025Q4: 34,917 shares; 2026Q1: 35,754 shares; 2026Q2: 37,909 shares 37,909 $7.59M 0.56% +2,155 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: 15,491 shares; 2024Q4: 18,861 shares; 2025Q1: 18,732 shares; 2025Q2: 37,930 shares; 2025Q3: 19,360 shares; 2025Q4: 19,593 shares; 2026Q1: 19,658 shares; 2026Q2: 15,549 shares 15,549 $5.49M 0.41% -4,109 Timeline SIXA EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,868,669 shares; 2025Q2: 4,148,956 shares; 2025Q3: 921,413 shares; 2025Q4: 96,926 shares; 2026Q1: 96,619 shares; 2026Q2: 96,534 shares 96,534 $5.41M 0.4% -85 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: 3,927 shares; 2024Q4: 4,116 shares; 2025Q1: 4,033 shares; 2025Q2: 8,232 shares; 2025Q3: 4,162 shares; 2025Q4: 4,316 shares; 2026Q1: 4,400 shares; 2026Q2: 4,152 shares 4,152 $4.42M 0.33% -248 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,388 shares; 2024Q4: 28,455 shares; 2025Q1: 28,818 shares; 2025Q2: 61,070 shares; 2025Q3: 32,983 shares; 2025Q4: 30,926 shares; 2026Q1: 30,902 shares; 2026Q2: 31,500 shares 31,500 $4.31M 0.32% +598 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,703 shares; 2024Q4: 41,217 shares; 2025Q1: 41,093 shares; 2025Q2: 85,744 shares; 2025Q3: 43,123 shares; 2025Q4: 41,163 shares; 2026Q1: 42,202 shares; 2026Q2: 42,960 shares 42,960 $4.11M 0.3% +758 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,475 shares; 2024Q4: 38,737 shares; 2025Q1: 37,880 shares; 2025Q2: 75,841 shares; 2025Q3: 38,269 shares; 2025Q4: 34,739 shares; 2026Q1: 34,890 shares; 2026Q2: 34,028 shares 34,028 $4M 0.3% -862 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: 5,261 shares; 2024Q4: 5,064 shares; 2025Q1: 8,655 shares; 2025Q2: 43,316 shares; 2025Q3: 30,924 shares; 2025Q4: 35,411 shares; 2026Q1: 39,042 shares; 2026Q2: 10,638 shares 10,638 $3.92M 0.29% -28,404 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: 11,033 shares; 2024Q4: 11,448 shares; 2025Q1: 11,448 shares; 2025Q2: 22,918 shares; 2025Q3: 11,448 shares; 2025Q4: 11,526 shares; 2026Q1: 11,606 shares; 2026Q2: 11,642 shares 11,642 $3.81M 0.28% +36 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,057 shares; 2024Q4: 11,286 shares; 2025Q1: 11,596 shares; 2025Q2: 18,630 shares; 2025Q3: 9,374 shares; 2025Q4: 8,498 shares; 2026Q1: 9,006 shares; 2026Q2: 8,870 shares 8,870 $3.63M 0.27% -136 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: 9,374 shares; 2024Q4: 9,090 shares; 2025Q1: 9,148 shares; 2025Q2: 18,540 shares; 2025Q3: 8,370 shares; 2025Q4: 8,578 shares; 2026Q1: 12,126 shares; 2026Q2: 12,413 shares 12,413 $3.59M 0.27% +287 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: 1,174 shares; 2025Q4: 1,310 shares; 2026Q1: 1,248 shares; 2026Q2: 7,386 shares 7,386 $3.53M 0.26% +6,138 Timeline SPMO 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: 256,474 shares; 2024Q4: 1,216,892 shares; 2025Q1: 1,240,366 shares; 2025Q2: 2,628,653 shares; 2025Q3: 1,364,314 shares; 2025Q4: 1,011,079 shares; 2026Q1: 22,231 shares; 2026Q2: 21,528 shares 21,528 $3.48M 0.26% -703 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,146 shares; 2024Q4: 4,052 shares; 2025Q1: 3,545 shares; 2025Q2: 8,242 shares; 2025Q3: 4,188 shares; 2025Q4: 4,406 shares; 2026Q1: 4,468 shares; 2026Q2: 4,308 shares 4,308 $3.26M 0.24% -160 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: 9,893 shares; 2024Q4: 10,059 shares; 2025Q1: 10,468 shares; 2025Q2: 21,686 shares; 2025Q3: 11,445 shares; 2025Q4: 12,575 shares; 2026Q1: 12,850 shares; 2026Q2: 12,930 shares 12,930 $3.08M 0.23% +80 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: 3,303 shares; 2024Q4: 3,365 shares; 2025Q1: 3,308 shares; 2025Q2: 6,613 shares; 2025Q3: 3,337 shares; 2025Q4: 3,058 shares; 2026Q1: 2,987 shares; 2026Q2: 3,037 shares 3,037 $3.07M 0.23% +50 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,707 shares; 2024Q4: 2,145 shares; 2025Q1: 2,147 shares; 2025Q2: 4,372 shares; 2025Q3: 2,218 shares; 2025Q4: 2,376 shares; 2026Q1: 2,385 shares; 2026Q2: 2,241 shares 2,241 $2.99M 0.22% -144 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO 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: not reported; 2025Q4: not reported; 2026Q1: 63,125 shares; 2026Q2: 61,659 shares 61,659 $2.78M 0.21% -1,466 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,901 shares; 2024Q4: 54,747 shares; 2025Q1: 54,378 shares; 2025Q2: 114,918 shares; 2025Q3: 57,971 shares; 2025Q4: 54,533 shares; 2026Q1: 53,029 shares; 2026Q2: 53,529 shares 53,529 $2.78M 0.21% +500 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: 4,706 shares; 2024Q4: 5,742 shares; 2025Q1: 5,072 shares; 2025Q2: 10,388 shares; 2025Q3: 5,306 shares; 2025Q4: 5,709 shares; 2026Q1: 5,980 shares; 2026Q2: 7,087 shares 7,087 $2.64M 0.2% +1,107 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: 15,799 shares; 2024Q4: 15,987 shares; 2025Q1: 15,421 shares; 2025Q2: 29,916 shares; 2025Q3: 15,983 shares; 2025Q4: 15,010 shares; 2026Q1: 14,199 shares; 2026Q2: 14,290 shares 14,290 $2.59M 0.19% +91 Timeline EMEQ NOMURA ETF TR More: the full row for NOMURA 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: 31,684 shares; 2026Q1: 31,178 shares; 2026Q2: 33,691 shares 33,691 $2.45M 0.18% +2,513 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: 9,602 shares; 2024Q4: 9,698 shares; 2025Q1: 9,524 shares; 2025Q2: 19,212 shares; 2025Q3: 9,408 shares; 2025Q4: 8,443 shares; 2026Q1: 8,192 shares; 2026Q2: 8,683 shares 8,683 $2.44M 0.18% +491 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: 9,440 shares; 2024Q4: 9,723 shares; 2025Q1: 9,832 shares; 2025Q2: 20,105 shares; 2025Q3: 9,450 shares; 2025Q4: 8,734 shares; 2026Q1: 8,247 shares; 2026Q2: 8,101 shares 8,101 $2.41M 0.18% -146 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,157 shares 13,157 $2.32M 0.17% new Timeline WAR ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 64,562 shares 64,562 $2.23M 0.16% new 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: 5,114 shares; 2024Q4: 6,243 shares; 2025Q1: 5,874 shares; 2025Q2: 12,020 shares; 2025Q3: 6,108 shares; 2025Q4: 6,548 shares; 2026Q1: 6,652 shares; 2026Q2: 6,395 shares 6,395 $2.19M 0.16% -257 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: 27,684 shares; 2024Q4: 27,743 shares; 2025Q1: 27,569 shares; 2025Q2: 56,252 shares; 2025Q3: 27,570 shares; 2025Q4: 25,040 shares; 2026Q1: 24,960 shares; 2026Q2: 25,023 shares 25,023 $2.18M 0.16% +63 Timeline AEG AEGON LTD More: the full row for AEGON 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: 260,042 shares; 2025Q4: 237,253 shares; 2026Q1: 237,545 shares; 2026Q2: 240,295 shares 240,295 $2.03M 0.15% +2,750 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,453,755 shares; 2024Q4: 655,654 shares; 2025Q1: 670,081 shares; 2025Q2: 1,345,602 shares; 2025Q3: 22,496 shares; 2025Q4: 22,303 shares; 2026Q1: 22,153 shares; 2026Q2: 22,097 shares 22,097 $1.99M 0.15% -56 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: 6,618 shares; 2024Q4: 8,137 shares; 2025Q1: 8,087 shares; 2025Q2: 17,110 shares; 2025Q3: 8,678 shares; 2025Q4: 9,245 shares; 2026Q1: 9,270 shares; 2026Q2: 8,862 shares 8,862 $1.98M 0.15% -408 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: 104,799 shares; 2024Q4: 106,608 shares; 2025Q1: 106,408 shares; 2025Q2: 214,528 shares; 2025Q3: 109,749 shares; 2025Q4: 104,163 shares; 2026Q1: 102,310 shares; 2026Q2: 104,633 shares 104,633 $1.94M 0.14% +2,323 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: 229 shares; 2024Q4: not reported; 2025Q1: 1,443 shares; 2025Q2: 2,948 shares; 2025Q3: 1,532 shares; 2025Q4: 1,563 shares; 2026Q1: 1,618 shares; 2026Q2: 1,557 shares 1,557 $1.87M 0.14% -61 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: 4,809 shares; 2024Q4: 4,980 shares; 2025Q1: 4,980 shares; 2025Q2: 10,319 shares; 2025Q3: 5,454 shares; 2025Q4: 4,943 shares; 2026Q1: 5,041 shares; 2026Q2: 5,131 shares 5,131 $1.86M 0.14% +90 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,264 shares; 2024Q4: 15,587 shares; 2025Q1: 15,384 shares; 2025Q2: 31,338 shares; 2025Q3: 15,472 shares; 2025Q4: 14,004 shares; 2026Q1: 13,366 shares; 2026Q2: 13,493 shares 13,493 $1.85M 0.14% +127 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: 24,004 shares; 2025Q3: 12,123 shares; 2025Q4: 12,606 shares; 2026Q1: 12,527 shares; 2026Q2: 12,245 shares 12,245 $1.77M 0.13% -282 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,383 shares; 2024Q4: 36,793 shares; 2025Q1: 37,137 shares; 2025Q2: 75,437 shares; 2025Q3: 38,875 shares; 2025Q4: 36,122 shares; 2026Q1: 34,759 shares; 2026Q2: 35,806 shares 35,806 $1.66M 0.12% +1,047 Timeline ABEQ UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,865 shares; 2024Q4: 75,163 shares; 2025Q1: 78,265 shares; 2025Q2: 152,812 shares; 2025Q3: 76,774 shares; 2025Q4: 74,460 shares; 2026Q1: 74,506 shares; 2026Q2: 43,464 shares 43,464 $1.62M 0.12% -31,042 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: 15,152 shares; 2024Q4: 19,832 shares; 2025Q1: 18,199 shares; 2025Q2: 37,052 shares; 2025Q3: 18,980 shares; 2025Q4: 20,207 shares; 2026Q1: 20,573 shares; 2026Q2: 19,352 shares 19,352 $1.6M 0.12% -1,221 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 474 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,264 shares; 2026Q2: 2,296 shares 2,296 $1.58M 0.12% +32 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,644 shares; 2025Q2: 11,500 shares; 2025Q3: 5,842 shares; 2025Q4: 6,202 shares; 2026Q1: 6,274 shares; 2026Q2: 6,054 shares 6,054 $1.5M 0.11% -220 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: 16,429 shares; 2024Q4: 19,840 shares; 2025Q1: 19,905 shares; 2025Q2: 40,726 shares; 2025Q3: 20,332 shares; 2025Q4: 21,829 shares; 2026Q1: 21,675 shares; 2026Q2: 20,586 shares 20,586 $1.48M 0.11% -1,089 Timeline CPA COPA HOLDINGS SA More: the full row for COPA HOLDINGS 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: 9,149 shares; 2026Q2: 9,253 shares 9,253 $1.44M 0.11% +104 Timeline RZG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,654 shares; 2026Q2: 19,654 shares 19,654 $1.43M 0.11% 0 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: 1,722 shares; 2024Q4: 2,216 shares; 2025Q1: 2,222 shares; 2025Q2: 4,534 shares; 2025Q3: 2,353 shares; 2025Q4: 2,571 shares; 2026Q1: 2,538 shares; 2026Q2: 2,405 shares 2,405 $1.35M 0.1% -133 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: 16,566 shares; 2024Q4: 16,566 shares; 2025Q1: 16,566 shares; 2025Q2: 33,262 shares; 2025Q3: 16,566 shares; 2025Q4: 16,566 shares; 2026Q1: 16,566 shares; 2026Q2: 16,597 shares 16,597 $1.35M 0.1% +31 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,943 shares; 2024Q4: not reported; 2025Q1: 1,207,702 shares; 2025Q2: 4,158,074 shares; 2025Q3: 73,691 shares; 2025Q4: 70,692 shares; 2026Q1: 70,231 shares; 2026Q2: 19,310 shares 19,310 $1.33M 0.1% -50,921 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,676 shares; 2026Q2: 12,817 shares 12,817 $1.33M 0.1% +141 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,210 shares; 2025Q3: 13,752 shares; 2025Q4: 14,539 shares; 2026Q1: 14,794 shares; 2026Q2: 14,375 shares 14,375 $1.32M 0.1% -419 Timeline VALE VALE S A More: the full row for VALE S A 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: 84,258 shares; 2026Q2: 84,417 shares 84,417 $1.27M 0.09% +159 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 52,051 shares; 2025Q4: 47,782 shares; 2026Q1: 46,826 shares; 2026Q2: 47,214 shares 47,214 $1.25M 0.09% +388 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: not reported; 2024Q4: not reported; 2025Q1: 8,829 shares; 2025Q2: 20,728 shares; 2025Q3: 10,559 shares; 2025Q4: 9,957 shares; 2026Q1: 11,054 shares; 2026Q2: 11,260 shares 11,260 $1.17M 0.09% +206 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,343 shares; 2026Q2: 10,697 shares 10,697 $1.15M 0.09% +1,354 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 286,523 shares; 2025Q1: 275,814 shares; 2025Q2: 558,008 shares; 2025Q3: 7,994 shares; 2025Q4: 6,793 shares; 2026Q1: 6,650 shares; 2026Q2: 6,359 shares 6,359 $1.08M 0.08% -291 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,465 shares; 2024Q4: 5,654 shares; 2025Q1: 5,573 shares; 2025Q2: 11,534 shares; 2025Q3: 6,227 shares; 2025Q4: 6,707 shares; 2026Q1: 7,014 shares; 2026Q2: 6,645 shares 6,645 $1.04M 0.08% -369 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 299,087 shares; 2024Q4: 5,873 shares; 2025Q1: 5,849 shares; 2025Q2: 11,698 shares; 2025Q3: 5,849 shares; 2025Q4: 5,849 shares; 2026Q1: 5,849 shares; 2026Q2: 5,849 shares 5,849 $1.01M 0.08% 0 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: 1,207 shares; 2024Q4: 1,244 shares; 2025Q1: 1,244 shares; 2025Q2: 2,518 shares; 2025Q3: 1,283 shares; 2025Q4: 14,282 shares; 2026Q1: 14,341 shares; 2026Q2: 13,784 shares 13,784 $984K 0.07% -557 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: 1,094 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,510 shares; 2025Q3: 1,441 shares; 2025Q4: 1,470 shares; 2026Q1: 1,430 shares; 2026Q2: 1,361 shares 1,361 $984K 0.07% -69 Timeline USTB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,059 shares; 2024Q4: 8,227 shares; 2025Q1: 9,264 shares; 2025Q2: 23,208 shares; 2025Q3: 11,707 shares; 2025Q4: 14,699 shares; 2026Q1: 18,480 shares; 2026Q2: 18,488 shares 18,488 $936K 0.07% +8 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: 13,138 shares; 2024Q4: 9,522 shares; 2025Q1: 9,451 shares; 2025Q2: 18,952 shares; 2025Q3: 9,451 shares; 2025Q4: 10,213 shares; 2026Q1: 10,635 shares; 2026Q2: 10,237 shares 10,237 $789K 0.06% -398 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84,780 shares; 2024Q4: 82,590 shares; 2025Q1: 59,150 shares; 2025Q2: 124,788 shares; 2025Q3: 62,394 shares; 2025Q4: 62,494 shares; 2026Q1: 58,340 shares; 2026Q2: 56,116 shares 56,116 $780K 0.06% -2,224 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: 25,553 shares; 2024Q4: 22,248 shares; 2025Q1: 22,289 shares; 2025Q2: 45,522 shares; 2025Q3: 6,098 shares; 2025Q4: 6,574 shares; 2026Q1: 6,797 shares; 2026Q2: 6,681 shares 6,681 $779K 0.06% -116 Timeline CPER UNITED STS COMMODITY INDEX F More: the full row for UNITED STS COMMODITY 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: not reported; 2025Q4: not reported; 2026Q1: 19,209 shares; 2026Q2: 19,158 shares 19,158 $723K 0.05% -51 Timeline JPIB 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: 5,852 shares; 2024Q4: 5,579 shares; 2025Q1: 5,185 shares; 2025Q2: 928,901 shares; 2025Q3: 482,705 shares; 2025Q4: 11,786 shares; 2026Q1: 13,865 shares; 2026Q2: 14,824 shares 14,824 $717K 0.05% +959 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: 3,847 shares; 2026Q2: 7,053 shares 7,053 $710K 0.05% +3,206 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,100 shares; 2025Q4: 1,308 shares; 2026Q1: 1,486 shares; 2026Q2: 1,795 shares 1,795 $678K 0.05% +309 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 109,129 shares; 2024Q4: 44,761 shares; 2025Q1: 25,051 shares; 2025Q2: 63,270 shares; 2025Q3: 32,119 shares; 2025Q4: 22,013 shares; 2026Q1: 16,812 shares; 2026Q2: 26,332 shares 26,332 $660K 0.05% +9,520 Timeline AGIX KRANESHARES TRUST More: the full row for KRANESHARES 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: 13,720 shares; 2025Q4: 13,720 shares; 2026Q1: 13,720 shares; 2026Q2: 13,720 shares 13,720 $643K 0.05% 0 Timeline PCY 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,770 shares; 2025Q3: not reported; 2025Q4: 17,311 shares; 2026Q1: 28,783 shares; 2026Q2: 28,783 shares 28,783 $623K 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: 8,010 shares; 2026Q2: 8,007 shares 8,007 $616K 0.05% -3 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,925 shares; 2024Q4: 4,953 shares; 2025Q1: 5,199 shares; 2025Q2: 11,134 shares; 2025Q3: 6,358 shares; 2025Q4: 6,741 shares; 2026Q1: 6,543 shares; 2026Q2: 6,530 shares 6,530 $612K 0.05% -13 Timeline DIAL COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I 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: 11,846 shares; 2025Q4: 27,821 shares; 2026Q1: 32,909 shares; 2026Q2: 32,919 shares 32,919 $598K 0.04% +10 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,457 shares; 2024Q4: 3,457 shares; 2025Q1: 3,457 shares; 2025Q2: 6,914 shares; 2025Q3: 3,457 shares; 2025Q4: 3,457 shares; 2026Q1: 3,457 shares; 2026Q2: 3,457 shares 3,457 $596K 0.04% 0 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 357 shares; 2024Q4: 362 shares; 2025Q1: 372 shares; 2025Q2: 794 shares; 2025Q3: 436 shares; 2025Q4: 450 shares; 2026Q1: 443 shares; 2026Q2: 427 shares 427 $590K 0.04% -16 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: 2,676 shares; 2024Q4: 2,679 shares; 2025Q1: 2,094 shares; 2025Q2: 4,206 shares; 2025Q3: 2,127 shares; 2025Q4: 1,758 shares; 2026Q1: 1,744 shares; 2026Q2: 1,897 shares 1,897 $570K 0.04% +153 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,610 shares; 2024Q4: 15,610 shares; 2025Q1: 15,610 shares; 2025Q2: 31,220 shares; 2025Q3: 17,127 shares; 2025Q4: 17,127 shares; 2026Q1: 29,709 shares; 2026Q2: 29,709 shares 29,709 $561K 0.04% 0 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,959 shares; 2024Q4: 7,959 shares; 2025Q1: 7,959 shares; 2025Q2: 15,918 shares; 2025Q3: 7,959 shares; 2025Q4: 7,959 shares; 2026Q1: 7,959 shares; 2026Q2: 7,959 shares 7,959 $544K 0.04% 0 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,668 shares; 2024Q4: 7,887 shares; 2025Q1: 7,520 shares; 2025Q2: 15,340 shares; 2025Q3: 7,670 shares; 2025Q4: 9,737 shares; 2026Q1: 11,472 shares; 2026Q2: 11,490 shares 11,490 $539K 0.04% +18 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,145 shares; 2026Q2: 7,145 shares 7,145 $489K 0.04% 0 Timeline SCHX 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: 7,449 shares; 2024Q4: 18,147 shares; 2025Q1: 17,292 shares; 2025Q2: 34,008 shares; 2025Q3: 17,004 shares; 2025Q4: 17,004 shares; 2026Q1: 17,004 shares; 2026Q2: 16,411 shares 16,411 $483K 0.04% -593 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,296 shares; 2026Q2: 6,296 shares 6,296 $455K 0.03% 0 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: 3,028 shares; 2024Q4: 3,035 shares; 2025Q1: 3,051 shares; 2025Q2: 6,706 shares; 2025Q3: 3,414 shares; 2025Q4: 3,414 shares; 2026Q1: 3,414 shares; 2026Q2: 3,434 shares 3,434 $441K 0.03% +20 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,894 shares; 2024Q4: 18,753 shares; 2025Q1: 19,259 shares; 2025Q2: 41,216 shares; 2025Q3: 22,062 shares; 2025Q4: 23,705 shares; 2026Q1: 23,645 shares; 2026Q2: 22,961 shares 22,961 $412K 0.03% -684 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: 1,083 shares; 2024Q4: 764 shares; 2025Q1: 919 shares; 2025Q2: 1,810 shares; 2025Q3: 569 shares; 2025Q4: 725 shares; 2026Q1: 578 shares; 2026Q2: 550 shares 550 $405K 0.03% -28 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: 921 shares; 2024Q4: 1,098 shares; 2025Q1: 1,099 shares; 2025Q2: 1,938 shares; 2025Q3: 559 shares; 2025Q4: 1,115 shares; 2026Q1: 479 shares; 2026Q2: 541 shares 541 $404K 0.03% +62 Timeline PIZ 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,110 shares; 2025Q3: 4,555 shares; 2025Q4: 4,927 shares; 2026Q1: 6,558 shares; 2026Q2: 6,507 shares 6,507 $364K 0.03% -51 Timeline IVLU 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: 8,673 shares; 2026Q2: 8,673 shares 8,673 $363K 0.03% 0 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,233 shares; 2024Q4: 1,233 shares; 2025Q1: not reported; 2025Q2: 2,754 shares; 2025Q3: 1,517 shares; 2025Q4: 1,581 shares; 2026Q1: 1,567 shares; 2026Q2: 1,504 shares 1,504 $355K 0.03% -63 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,884 shares; 2025Q3: 1,898 shares; 2025Q4: 2,132 shares; 2026Q1: 2,291 shares; 2026Q2: 2,397 shares 2,397 $351K 0.03% +106 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: 726 shares; 2024Q4: 726 shares; 2025Q1: 726 shares; 2025Q2: 1,352 shares; 2025Q3: 676 shares; 2025Q4: 676 shares; 2026Q1: 676 shares; 2026Q2: 678 shares 678 $345K 0.03% +2 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,063 shares; 2024Q4: 3,063 shares; 2025Q1: 3,148 shares; 2025Q2: 6,594 shares; 2025Q3: 3,672 shares; 2025Q4: 3,963 shares; 2026Q1: 3,868 shares; 2026Q2: 3,735 shares 3,735 $343K 0.03% -133 Timeline CZA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,793 shares; 2026Q2: 2,793 shares 2,793 $342K 0.03% 0 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,075 shares; 2026Q2: 956 shares 956 $342K 0.03% -119 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 787 shares 787 $335K 0.02% new 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: 13,807 shares; 2024Q4: 15,088 shares; 2025Q1: 15,215 shares; 2025Q2: 27,658 shares; 2025Q3: 9,541 shares; 2025Q4: 10,468 shares; 2026Q1: 10,468 shares; 2026Q2: 10,468 shares 10,468 $335K 0.02% 0 Timeline SCHA 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: 6,179 shares; 2024Q4: 10,434 shares; 2025Q1: 9,970 shares; 2025Q2: 19,388 shares; 2025Q3: 9,694 shares; 2025Q4: 9,694 shares; 2026Q1: 9,694 shares; 2026Q2: 9,174 shares 9,174 $331K 0.02% -520 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,519 shares; 2024Q4: 1,519 shares; 2025Q1: 1,547 shares; 2025Q2: 3,320 shares; 2025Q3: 1,977 shares; 2025Q4: 2,092 shares; 2026Q1: 2,068 shares; 2026Q2: 1,982 shares 1,982 $330K 0.02% -86 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: 1,351 shares; 2024Q4: 1,351 shares; 2025Q1: 1,361 shares; 2025Q2: 2,722 shares; 2025Q3: 1,254 shares; 2025Q4: 1,259 shares; 2026Q1: 1,284 shares; 2026Q2: 1,299 shares 1,299 $327K 0.02% +15 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 759 shares 759 $319K 0.02% new Timeline RPV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,729 shares; 2026Q2: 2,729 shares 2,729 $311K 0.02% 0 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,645 shares; 2025Q1: 7,645 shares; 2025Q2: 15,290 shares; 2025Q3: 7,663 shares; 2025Q4: 7,895 shares; 2026Q1: 7,681 shares; 2026Q2: 7,681 shares 7,681 $282K 0.02% 0 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS 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: 1,699 shares 1,699 $277K 0.02% new Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 240 shares 240 $277K 0.02% new Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,385 shares; 2024Q4: 3,385 shares; 2025Q1: 3,385 shares; 2025Q2: 6,770 shares; 2025Q3: 2,325 shares; 2025Q4: 2,325 shares; 2026Q1: 2,325 shares; 2026Q2: 2,325 shares 2,325 $272K 0.02% 0 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT 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: 2,943 shares; 2025Q4: 3,332 shares; 2026Q1: 3,320 shares; 2026Q2: 3,185 shares 3,185 $269K 0.02% -135 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,950 shares; 2026Q2: 2,100 shares 2,100 $261K 0.02% +150 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 443 shares 443 $257K 0.02% new Timeline GVIP 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: not reported; 2026Q1: not reported; 2026Q2: 1,360 shares 1,360 $257K 0.02% new Timeline FPX 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: 1,242 shares 1,242 $256K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,166 shares 1,166 $254K 0.02% new Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,234 shares; 2025Q3: not reported; 2025Q4: 704 shares; 2026Q1: not reported; 2026Q2: 677 shares 677 $253K 0.02% new Timeline APP APPLOVIN CORP More: the full row for APPLOVIN 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: 472 shares; 2025Q4: 503 shares; 2026Q1: not reported; 2026Q2: 464 shares 464 $239K 0.02% new Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,637 shares; 2024Q4: 2,620 shares; 2025Q1: 2,620 shares; 2025Q2: 4,536 shares; 2025Q3: 2,268 shares; 2025Q4: 2,164 shares; 2026Q1: 2,164 shares; 2026Q2: 2,164 shares 2,164 $237K 0.02% 0 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,082 shares; 2024Q4: 3,062 shares; 2025Q1: 3,062 shares; 2025Q2: 5,354 shares; 2025Q3: 2,677 shares; 2025Q4: 2,546 shares; 2026Q1: 2,546 shares; 2026Q2: 2,546 shares 2,546 $235K 0.02% 0 Timeline PFXF 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: 15,532 shares; 2024Q4: 15,431 shares; 2025Q1: 15,431 shares; 2025Q2: 26,796 shares; 2025Q3: 13,398 shares; 2025Q4: 12,670 shares; 2026Q1: 12,670 shares; 2026Q2: 12,670 shares 12,670 $226K 0.02% 0 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,483 shares; 2024Q4: 3,461 shares; 2025Q1: 3,461 shares; 2025Q2: 6,050 shares; 2025Q3: 2,997 shares; 2025Q4: 2,826 shares; 2026Q1: 2,826 shares; 2026Q2: 2,826 shares 2,826 $226K 0.02% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 594 shares; 2024Q4: not reported; 2025Q1: 610 shares; 2025Q2: 1,314 shares; 2025Q3: 809 shares; 2025Q4: 866 shares; 2026Q1: 879 shares; 2026Q2: 819 shares 819 $226K 0.02% -60 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,154 shares 1,154 $220K 0.02% new Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,986 shares; 2025Q3: 2,301 shares; 2025Q4: 2,403 shares; 2026Q1: 2,378 shares; 2026Q2: 2,251 shares 2,251 $218K 0.02% -127 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: 9,788 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,907 shares; 2026Q2: 4,691 shares 4,691 $218K 0.02% -216 Timeline UTES 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: not reported; 2025Q2: 262,572 shares; 2025Q3: 125,937 shares; 2025Q4: 2,759 shares; 2026Q1: 2,639 shares; 2026Q2: 2,608 shares 2,608 $213K 0.02% -31 Timeline BKLN 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: 12,806 shares; 2024Q4: 12,713 shares; 2025Q1: 12,713 shares; 2025Q2: 22,012 shares; 2025Q3: 11,006 shares; 2025Q4: 10,387 shares; 2026Q1: 10,387 shares; 2026Q2: 10,387 shares 10,387 $212K 0.02% 0 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,400 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,429 shares; 2026Q2: 2,367 shares 2,367 $208K 0.02% -62 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: 14,510 shares; 2024Q4: 14,945 shares; 2025Q1: 14,999 shares; 2025Q2: 30,508 shares; 2025Q3: 15,757 shares; 2025Q4: 14,603 shares; 2026Q1: 1,435 shares; 2026Q2: 1,388 shares 1,388 $204K 0.02% -47 Timeline AMR ALPHA METALLURGICAL RESOUR I More: the full row for ALPHA METALLURGICAL RESOUR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 983 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,338 shares; 2025Q3: 1,252 shares; 2025Q4: 1,326 shares; 2026Q1: 1,286 shares; 2026Q2: 1,226 shares 1,226 $202K 0.01% -60 Timeline