PXF 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: 85,820 shares; 2025Q3: 102,157 shares; 2025Q4: 111,016 shares; 2026Q1: 171,534 shares; 2026Q2: 181,827 shares 181,827 $13.8M 4.6% +10,293 Timeline SDCI USCF ETF TR More: the full row for USCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 255,705 shares; 2025Q2: 299,422 shares; 2025Q3: 306,032 shares; 2025Q4: 411,481 shares; 2026Q1: 428,775 shares; 2026Q2: 442,173 shares 442,173 $11.7M 3.91% +13,398 Timeline VSS 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: 48,049 shares; 2024Q4: 49,360 shares; 2025Q1: 51,367 shares; 2025Q2: 52,470 shares; 2025Q3: 54,075 shares; 2025Q4: 56,815 shares; 2026Q1: 62,922 shares; 2026Q2: 66,359 shares 66,359 $10.2M 3.42% +3,437 Timeline GMOI GMO ETF TRUST More: the full row for GMO 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: 126,310 shares; 2025Q3: 146,071 shares; 2025Q4: 159,910 shares; 2026Q1: 261,797 shares; 2026Q2: 272,404 shares 272,404 $10.2M 3.41% +10,607 Timeline RSSE 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: 190,531 shares; 2025Q1: 247,934 shares; 2025Q2: 24,346 shares; 2025Q3: 19,800 shares; 2025Q4: 31,032 shares; 2026Q1: 449,501 shares; 2026Q2: 437,348 shares 437,348 $10.1M 3.39% -12,153 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,699 shares; 2024Q4: 45,595 shares; 2025Q1: 45,637 shares; 2025Q2: 50,875 shares; 2025Q3: 53,398 shares; 2025Q4: 57,557 shares; 2026Q1: 63,898 shares; 2026Q2: 349,061 shares 349,061 $9.57M 3.2% +285,163 Timeline KDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 19,220 shares; 2025Q1: 19,220 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 304,909 shares; 2026Q2: 308,827 shares 308,827 $8.76M 2.93% +3,918 Timeline BAB 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: 193,553 shares; 2024Q4: 209,518 shares; 2025Q1: 235,439 shares; 2025Q2: 259,337 shares; 2025Q3: 253,630 shares; 2025Q4: 280,336 shares; 2026Q1: 290,214 shares; 2026Q2: 300,098 shares 300,098 $8.05M 2.69% +9,884 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: 125,917 shares; 2024Q4: 126,631 shares; 2025Q1: 130,615 shares; 2025Q2: 129,987 shares; 2025Q3: 130,059 shares; 2025Q4: 105,560 shares; 2026Q1: 100,929 shares; 2026Q2: 102,963 shares 102,963 $7.77M 2.6% +2,034 Timeline SCHO 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: 101,236 shares; 2024Q4: 193,621 shares; 2025Q1: 201,696 shares; 2025Q2: 219,383 shares; 2025Q3: 204,307 shares; 2025Q4: 207,885 shares; 2026Q1: 212,185 shares; 2026Q2: 312,086 shares 312,086 $7.53M 2.52% +99,901 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: 26,748 shares; 2024Q4: 28,797 shares; 2025Q1: 29,690 shares; 2025Q2: 30,822 shares; 2025Q3: 31,381 shares; 2025Q4: 32,127 shares; 2026Q1: 32,737 shares; 2026Q2: 33,656 shares 33,656 $6.65M 2.22% +919 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: 6,285 shares; 2024Q4: 7,078 shares; 2025Q1: 76,080 shares; 2025Q2: 81,960 shares; 2025Q3: 88,332 shares; 2025Q4: 93,796 shares; 2026Q1: 104,413 shares; 2026Q2: 108,812 shares 108,812 $6.49M 2.17% +4,399 Timeline PIE 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: 298,237 shares; 2024Q4: 304,240 shares; 2025Q1: 156,010 shares; 2025Q2: 158,509 shares; 2025Q3: 161,155 shares; 2025Q4: 166,492 shares; 2026Q1: 181,424 shares; 2026Q2: 180,244 shares 180,244 $6.02M 2.01% -1,180 Timeline VIS 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: 15,927 shares; 2024Q4: 15,776 shares; 2025Q1: 16,365 shares; 2025Q2: 16,703 shares; 2025Q3: 16,825 shares; 2025Q4: 17,078 shares; 2026Q1: 17,083 shares; 2026Q2: 16,654 shares 16,654 $6M 2.01% -429 Timeline INOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,148 shares; 2025Q3: 26,148 shares; 2025Q4: 30,698 shares; 2026Q1: 144,572 shares; 2026Q2: 140,219 shares 140,219 $5.15M 1.72% -4,353 Timeline BJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83,918 shares; 2024Q4: 76,815 shares; 2025Q1: 74,415 shares; 2025Q2: 83,628 shares; 2025Q3: 83,628 shares; 2025Q4: 83,328 shares; 2026Q1: 84,977 shares; 2026Q2: 84,977 shares 84,977 $5M 1.67% 0 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,067 shares; 2024Q4: 49,312 shares; 2025Q1: 54,149 shares; 2025Q2: 56,256 shares; 2025Q3: 57,448 shares; 2025Q4: 58,865 shares; 2026Q1: 56,546 shares; 2026Q2: 61,848 shares 61,848 $4.78M 1.6% +5,302 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,572 shares; 2024Q4: 29,991 shares; 2025Q1: 31,287 shares; 2025Q2: 33,767 shares; 2025Q3: 34,480 shares; 2025Q4: 36,416 shares; 2026Q1: 37,983 shares; 2026Q2: 39,385 shares 39,385 $4.63M 1.55% +1,402 Timeline BUFP PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 143,220 shares; 2024Q4: 144,764 shares; 2025Q1: 137,250 shares; 2025Q2: 137,050 shares; 2025Q3: 134,940 shares; 2025Q4: 143,727 shares; 2026Q1: 143,119 shares; 2026Q2: 142,365 shares 142,365 $4.56M 1.53% -754 Timeline AIRR 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: 23,508 shares; 2025Q3: 24,908 shares; 2025Q4: 26,521 shares; 2026Q1: 27,542 shares; 2026Q2: 32,580 shares 32,580 $4.34M 1.45% +5,038 Timeline YJUN 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: 799,654 shares; 2024Q4: 794,552 shares; 2025Q1: 800,312 shares; 2025Q2: 436,519 shares; 2025Q3: 392,831 shares; 2025Q4: 391,203 shares; 2026Q1: 165,156 shares; 2026Q2: 160,766 shares 160,766 $4.31M 1.44% -4,390 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: 8,703 shares; 2024Q4: 9,431 shares; 2025Q1: 10,007 shares; 2025Q2: 10,660 shares; 2025Q3: 11,197 shares; 2025Q4: 11,677 shares; 2026Q1: 12,344 shares; 2026Q2: 52,813 shares 52,813 $4.26M 1.42% +40,469 Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,247 shares; 2024Q4: 41,578 shares; 2025Q1: 44,591 shares; 2025Q2: 46,378 shares; 2025Q3: 48,741 shares; 2025Q4: 56,709 shares; 2026Q1: 71,207 shares; 2026Q2: 71,888 shares 71,888 $4.2M 1.4% +681 Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,093 shares; 2024Q4: 52,475 shares; 2025Q1: 54,654 shares; 2025Q2: 55,546 shares; 2025Q3: 56,336 shares; 2025Q4: 56,630 shares; 2026Q1: 53,263 shares; 2026Q2: 54,696 shares 54,696 $4.19M 1.4% +1,433 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: 19,798 shares; 2024Q4: 19,172 shares; 2025Q1: 19,728 shares; 2025Q2: 21,375 shares; 2025Q3: 21,060 shares; 2025Q4: 21,381 shares; 2026Q1: 20,738 shares; 2026Q2: 19,576 shares 19,576 $4.17M 1.39% -1,162 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: not reported; 2024Q4: not reported; 2025Q1: 18,124 shares; 2025Q2: 24,963 shares; 2025Q3: 26,010 shares; 2025Q4: 26,037 shares; 2026Q1: 22,621 shares; 2026Q2: 34,617 shares 34,617 $4.07M 1.36% +11,996 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,178 shares; 2024Q4: 15,202 shares; 2025Q1: 16,185 shares; 2025Q2: 16,585 shares; 2025Q3: 16,732 shares; 2025Q4: 16,516 shares; 2026Q1: 15,701 shares; 2026Q2: 13,684 shares 13,684 $3.91M 1.31% -2,017 Timeline RSPM 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: 58,665 shares; 2024Q4: 58,630 shares; 2025Q1: 66,847 shares; 2025Q2: 66,552 shares; 2025Q3: 67,456 shares; 2025Q4: 69,741 shares; 2026Q1: 78,123 shares; 2026Q2: 98,546 shares 98,546 $3.81M 1.27% +20,423 Timeline RSJN 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: 127,651 shares; 2024Q4: 122,774 shares; 2025Q1: 213,450 shares; 2025Q2: 361,362 shares; 2025Q3: 361,737 shares; 2025Q4: 363,565 shares; 2026Q1: 96,988 shares; 2026Q2: 101,897 shares 101,897 $3.8M 1.27% +4,909 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: 59,230 shares; 2024Q4: 44,537 shares; 2025Q1: 47,947 shares; 2025Q2: 50,382 shares; 2025Q3: 50,586 shares; 2025Q4: 52,226 shares; 2026Q1: 52,559 shares; 2026Q2: 53,245 shares 53,245 $3.79M 1.27% +686 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,555 shares; 2024Q4: 24,716 shares; 2025Q1: 25,920 shares; 2025Q2: 28,536 shares; 2025Q3: 29,296 shares; 2025Q4: 30,460 shares; 2026Q1: 31,734 shares; 2026Q2: 36,814 shares 36,814 $3.76M 1.26% +5,080 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: 3,281 shares; 2024Q4: 3,484 shares; 2025Q1: 3,488 shares; 2025Q2: 3,492 shares; 2025Q3: 3,595 shares; 2025Q4: 3,607 shares; 2026Q1: 3,609 shares; 2026Q2: 10,106 shares 10,106 $3.61M 1.21% +6,497 Timeline FCOM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,343 shares; 2024Q4: 54,331 shares; 2025Q1: 56,907 shares; 2025Q2: 58,061 shares; 2025Q3: 58,453 shares; 2025Q4: 58,364 shares; 2026Q1: 50,120 shares; 2026Q2: 51,696 shares 51,696 $3.59M 1.2% +1,576 Timeline FDIS FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,285 shares; 2024Q4: 31,193 shares; 2025Q1: 33,182 shares; 2025Q2: 34,141 shares; 2025Q3: 34,428 shares; 2025Q4: 34,946 shares; 2026Q1: 33,772 shares; 2026Q2: 33,386 shares 33,386 $3.43M 1.15% -386 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: 20,694 shares; 2024Q4: 20,440 shares; 2025Q1: 19,317 shares; 2025Q2: 19,978 shares; 2025Q3: 19,873 shares; 2025Q4: 20,384 shares; 2026Q1: 22,232 shares; 2026Q2: 20,543 shares 20,543 $3.37M 1.13% -1,689 Timeline FENY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,756 shares; 2024Q4: 87,319 shares; 2025Q1: 98,925 shares; 2025Q2: 105,128 shares; 2025Q3: 108,061 shares; 2025Q4: 111,366 shares; 2026Q1: 124,946 shares; 2026Q2: 113,515 shares 113,515 $3.36M 1.12% -11,431 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: 4,965 shares; 2024Q4: 6,330 shares; 2025Q1: 6,245 shares; 2025Q2: 6,255 shares; 2025Q3: 11,362 shares; 2025Q4: 11,398 shares; 2026Q1: 11,392 shares; 2026Q2: 11,481 shares 11,481 $3.32M 1.11% +89 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,533 shares; 2024Q4: 74,860 shares; 2025Q1: 85,725 shares; 2025Q2: 89,523 shares; 2025Q3: 90,693 shares; 2025Q4: 103,430 shares; 2026Q1: 106,853 shares; 2026Q2: 120,991 shares 120,991 $3.21M 1.07% +14,138 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,511 shares; 2024Q4: 1,812 shares; 2025Q1: 4,678 shares; 2025Q2: 5,100 shares; 2025Q3: 4,992 shares; 2025Q4: 4,996 shares; 2026Q1: 4,354 shares; 2026Q2: 8,015 shares 8,015 $2.83M 0.95% +3,661 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: 66,196 shares; 2024Q4: 101,191 shares; 2025Q1: 113,410 shares; 2025Q2: 129,683 shares; 2025Q3: 129,484 shares; 2025Q4: 131,007 shares; 2026Q1: 124,238 shares; 2026Q2: 117,605 shares 117,605 $2.68M 0.89% -6,633 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 57,283 shares; 2025Q3: 68,761 shares; 2025Q4: 37,779 shares; 2026Q1: 19,779 shares; 2026Q2: 32,802 shares 32,802 $2.48M 0.83% +13,023 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: 10,293 shares; 2024Q4: 10,090 shares; 2025Q1: 9,956 shares; 2025Q2: 9,961 shares; 2025Q3: 9,964 shares; 2025Q4: 9,832 shares; 2026Q1: 9,535 shares; 2026Q2: 9,510 shares 9,510 $2.4M 0.8% -25 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: 5,967 shares; 2024Q4: 6,021 shares; 2025Q1: 6,026 shares; 2025Q2: 6,030 shares; 2025Q3: 6,133 shares; 2025Q4: 12,275 shares; 2026Q1: 12,213 shares; 2026Q2: 12,220 shares 12,220 $2.33M 0.78% +7 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: 3 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 3 shares; 2026Q2: 3 shares 3 $2.25M 0.75% 0 Timeline BAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,208 shares; 2024Q4: 42,208 shares; 2025Q1: 41,978 shares; 2025Q2: 41,978 shares; 2025Q3: 41,978 shares; 2025Q4: 39,895 shares; 2026Q1: 37,494 shares; 2026Q2: 37,494 shares 37,494 $2M 0.67% 0 Timeline YEXT YEXT INC More: the full row for YEXT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 391,439 shares; 2024Q4: 391,439 shares; 2025Q1: 391,439 shares; 2025Q2: 391,439 shares; 2025Q3: 391,439 shares; 2025Q4: 391,439 shares; 2026Q1: 393,439 shares; 2026Q2: 393,439 shares 393,439 $1.84M 0.61% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,952 shares; 2024Q4: 18,451 shares; 2025Q1: 16,029 shares; 2025Q2: 15,614 shares; 2025Q3: 14,742 shares; 2025Q4: 15,145 shares; 2026Q1: 15,764 shares; 2026Q2: 15,767 shares 15,767 $1.69M 0.57% +3 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: 15,760 shares; 2024Q4: 16,325 shares; 2025Q1: 16,868 shares; 2025Q2: 16,512 shares; 2025Q3: 16,884 shares; 2025Q4: 32,559 shares; 2026Q1: 29,525 shares; 2026Q2: 31,472 shares 31,472 $1.67M 0.56% +1,947 Timeline HAPN HAPPEN INC More: the full row for HAPPEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 78,279 shares 78,279 $1.62M 0.54% +68,279 Timeline PSL 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: 6,250 shares; 2024Q4: 6,234 shares; 2025Q1: 6,255 shares; 2025Q2: 6,262 shares; 2025Q3: 6,349 shares; 2025Q4: 7,251 shares; 2026Q1: 13,205 shares; 2026Q2: 14,384 shares 14,384 $1.61M 0.54% +1,179 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: 694 shares 694 $1.58M 0.53% new 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: 11,463 shares; 2024Q4: 10,414 shares; 2025Q1: 10,173 shares; 2025Q2: 10,044 shares; 2025Q3: 10,059 shares; 2025Q4: 10,275 shares; 2026Q1: 10,607 shares; 2026Q2: 10,594 shares 10,594 $1.57M 0.53% -13 Timeline IEF 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: 6,145 shares; 2026Q1: 14,520 shares; 2026Q2: 16,605 shares 16,605 $1.57M 0.53% +2,085 Timeline BJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,770 shares; 2024Q4: 31,767 shares; 2025Q1: 31,717 shares; 2025Q2: 31,717 shares; 2025Q3: 31,717 shares; 2025Q4: 31,717 shares; 2026Q1: 30,417 shares; 2026Q2: 30,417 shares 30,417 $1.48M 0.5% 0 Timeline FFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,232 shares; 2024Q4: 26,914 shares; 2025Q1: 24,629 shares; 2025Q2: 24,947 shares; 2025Q3: 24,947 shares; 2025Q4: 24,591 shares; 2026Q1: 24,091 shares; 2026Q2: 24,091 shares 24,091 $1.47M 0.49% 0 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: 1,944 shares; 2024Q4: 1,948 shares; 2025Q1: 2,034 shares; 2025Q2: 1,888 shares; 2025Q3: 1,892 shares; 2025Q4: 1,897 shares; 2026Q1: 1,897 shares; 2026Q2: 1,897 shares 1,897 $1.33M 0.45% 0 Timeline BSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,482 shares; 2024Q4: 26,287 shares; 2025Q1: 26,287 shares; 2025Q2: 26,287 shares; 2025Q3: 26,287 shares; 2025Q4: 23,834 shares; 2026Q1: 23,834 shares; 2026Q2: 23,834 shares 23,834 $1.26M 0.42% 0 Timeline BOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,849 shares; 2024Q4: 23,849 shares; 2025Q1: 23,849 shares; 2025Q2: 23,473 shares; 2025Q3: 23,473 shares; 2025Q4: 23,473 shares; 2026Q1: 23,473 shares; 2026Q2: 23,473 shares 23,473 $1.24M 0.42% 0 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: 23,273 shares; 2024Q4: 24,311 shares; 2025Q1: 24,602 shares; 2025Q2: 23,276 shares; 2025Q3: 24,081 shares; 2025Q4: 26,438 shares; 2026Q1: 24,178 shares; 2026Q2: 24,652 shares 24,652 $1.24M 0.41% +474 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: 6,190 shares; 2024Q4: 12,798 shares; 2025Q1: 15,425 shares; 2025Q2: 25,630 shares; 2025Q3: 26,278 shares; 2025Q4: 22,485 shares; 2026Q1: 22,358 shares; 2026Q2: 16,345 shares 16,345 $1.23M 0.41% -6,013 Timeline VPU 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: 4,187 shares; 2024Q4: 4,248 shares; 2025Q1: 4,436 shares; 2025Q2: 4,466 shares; 2025Q3: 4,599 shares; 2025Q4: 5,016 shares; 2026Q1: 5,873 shares; 2026Q2: 5,909 shares 5,909 $1.16M 0.39% +36 Timeline DMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 24,014 shares 24,014 $1.13M 0.38% new 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: 3,768 shares; 2024Q4: 3,784 shares; 2025Q1: 3,969 shares; 2025Q2: 3,489 shares; 2025Q3: 3,502 shares; 2025Q4: 3,510 shares; 2026Q1: 3,408 shares; 2026Q2: 3,397 shares 3,397 $1.11M 0.37% -11 Timeline SPDN DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,603 shares; 2024Q4: 46,178 shares; 2025Q1: 62,223 shares; 2025Q2: 57,571 shares; 2025Q3: 60,707 shares; 2025Q4: 99,466 shares; 2026Q1: 124,238 shares; 2026Q2: 124,831 shares 124,831 $1.08M 0.36% +593 Timeline EQL 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: 6,776 shares; 2024Q4: 6,808 shares; 2025Q1: 6,832 shares; 2025Q2: 20,574 shares; 2025Q3: 20,654 shares; 2025Q4: 20,746 shares; 2026Q1: 20,818 shares; 2026Q2: 20,842 shares 20,842 $1.05M 0.35% +24 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: 2,495 shares; 2024Q4: 3,395 shares; 2025Q1: 3,166 shares; 2025Q2: 3,159 shares; 2025Q3: 3,539 shares; 2025Q4: 3,558 shares; 2026Q1: 4,046 shares; 2026Q2: 4,389 shares 4,389 $1.05M 0.35% +343 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: 10,928 shares; 2024Q4: 11,143 shares; 2025Q1: 11,766 shares; 2025Q2: 11,879 shares; 2025Q3: 12,089 shares; 2025Q4: 12,346 shares; 2026Q1: 12,436 shares; 2026Q2: 13,174 shares 13,174 $1.02M 0.34% +738 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,047 shares; 2026Q2: 5,053 shares 5,053 $1.01M 0.34% +6 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: 935 shares; 2024Q4: 940 shares; 2025Q1: 944 shares; 2025Q2: 948 shares; 2025Q3: 953 shares; 2025Q4: 959 shares; 2026Q1: 964 shares; 2026Q2: 968 shares 968 $979K 0.33% +4 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 582 shares; 2025Q4: 582 shares; 2026Q1: 1,083 shares; 2026Q2: 1,645 shares 1,645 $926K 0.31% +562 Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,917 shares; 2024Q4: 8,981 shares; 2025Q1: 8,981 shares; 2025Q2: 9,059 shares; 2025Q3: 9,059 shares; 2025Q4: 9,045 shares; 2026Q1: 9,078 shares; 2026Q2: 9,150 shares 9,150 $900K 0.3% +72 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: 1,864 shares; 2024Q4: 1,861 shares; 2025Q1: 1,863 shares; 2025Q2: 1,738 shares; 2025Q3: 1,740 shares; 2025Q4: 1,654 shares; 2026Q1: 1,630 shares; 2026Q2: 9,792 shares 9,792 $843K 0.28% +8,162 Timeline RSDE FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,149 shares; 2026Q1: 24,554 shares; 2026Q2: 34,968 shares 34,968 $821K 0.27% +10,414 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: 782 shares; 2024Q4: 771 shares; 2025Q1: 706 shares; 2025Q2: 708 shares; 2025Q3: 900 shares; 2025Q4: 921 shares; 2026Q1: 922 shares; 2026Q2: 2,108 shares 2,108 $786K 0.26% +1,186 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: 7,071 shares; 2024Q4: 7,192 shares; 2025Q1: 7,303 shares; 2025Q2: 7,364 shares; 2025Q3: 7,419 shares; 2025Q4: 7,737 shares; 2026Q1: 7,463 shares; 2026Q2: 7,702 shares 7,702 $744K 0.25% +239 Timeline PYZ 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: 5,263 shares; 2024Q4: 5,277 shares; 2025Q1: 5,563 shares; 2025Q2: 5,359 shares; 2025Q3: 5,367 shares; 2025Q4: 5,508 shares; 2026Q1: 5,430 shares; 2026Q2: 5,536 shares 5,536 $697K 0.23% +106 Timeline UJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,713 shares; 2024Q4: 19,713 shares; 2025Q1: 19,713 shares; 2025Q2: 16,113 shares; 2025Q3: 15,113 shares; 2025Q4: 15,113 shares; 2026Q1: 15,113 shares; 2026Q2: 15,113 shares 15,113 $685K 0.23% 0 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: 7,304 shares; 2024Q4: 7,331 shares; 2025Q1: 7,371 shares; 2025Q2: 8,183 shares; 2025Q3: 8,223 shares; 2025Q4: 8,279 shares; 2026Q1: 11,681 shares; 2026Q2: 11,857 shares 11,857 $676K 0.23% +176 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: 13,900 shares; 2024Q4: 3,548 shares; 2025Q1: 3,310 shares; 2025Q2: 2,794 shares; 2025Q3: 2,805 shares; 2025Q4: 2,818 shares; 2026Q1: 2,631 shares; 2026Q2: 2,927 shares 2,927 $647K 0.22% +296 Timeline XGDVX GABELLI DIVID & INCOME TR More: the full row for GABELLI DIVID & INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,739 shares; 2024Q4: 51,466 shares; 2025Q1: 26,350 shares; 2025Q2: 24,229 shares; 2025Q3: 24,352 shares; 2025Q4: 23,555 shares; 2026Q1: 23,299 shares; 2026Q2: 21,771 shares 21,771 $640K 0.21% -1,528 Timeline BMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,820 shares; 2024Q4: 14,039 shares; 2025Q1: 14,039 shares; 2025Q2: 26,185 shares; 2025Q3: 26,185 shares; 2025Q4: 26,185 shares; 2026Q1: 13,414 shares; 2026Q2: 13,414 shares 13,414 $635K 0.21% 0 Timeline PSQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,253 shares; 2024Q4: 6,612 shares; 2025Q1: 6,097 shares; 2025Q2: 6,397 shares; 2025Q3: 6,696 shares; 2025Q4: 23,711 shares; 2026Q1: 31,345 shares; 2026Q2: 24,837 shares 24,837 $622K 0.21% -6,508 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,227 shares; 2024Q4: 79,803 shares; 2025Q1: 81,890 shares; 2025Q2: 85,225 shares; 2025Q3: 87,853 shares; 2025Q4: 92,688 shares; 2026Q1: 12,906 shares; 2026Q2: 11,219 shares 11,219 $613K 0.2% -1,687 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 473 shares; 2024Q4: 473 shares; 2025Q1: 473 shares; 2025Q2: 473 shares; 2025Q3: 473 shares; 2025Q4: 473 shares; 2026Q1: 473 shares; 2026Q2: 610 shares 610 $597K 0.2% +137 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: 3,044 shares; 2024Q4: 3,045 shares; 2025Q1: 3,032 shares; 2025Q2: 3,032 shares; 2025Q3: 3,034 shares; 2025Q4: 3,028 shares; 2026Q1: 3,030 shares; 2026Q2: 3,068 shares 3,068 $584K 0.2% +38 Timeline BNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,236 shares; 2026Q2: 12,131 shares 12,131 $580K 0.19% -105 Timeline FIDU FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,894 shares; 2024Q4: 6,913 shares; 2025Q1: 7,179 shares; 2025Q2: 7,287 shares; 2025Q3: 7,300 shares; 2025Q4: 6,013 shares; 2026Q1: 5,710 shares; 2026Q2: 5,490 shares 5,490 $547K 0.18% -220 Timeline NOVP PGIM ROCK ETF TR More: the full row for PGIM ROCK 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: 16,724 shares; 2026Q2: 16,724 shares 16,724 $544K 0.18% 0 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: 460 shares; 2024Q4: 460 shares; 2025Q1: 460 shares; 2025Q2: 440 shares; 2025Q3: 440 shares; 2025Q4: 442 shares; 2026Q1: 442 shares; 2026Q2: 440 shares 440 $528K 0.18% -2 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: 3,378 shares; 2024Q4: 3,397 shares; 2025Q1: 3,281 shares; 2025Q2: 3,297 shares; 2025Q3: 3,311 shares; 2025Q4: 3,327 shares; 2026Q1: 3,341 shares; 2026Q2: 3,313 shares 3,313 $524K 0.18% -28 Timeline MDYG 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: 3,067 shares; 2024Q4: 4,017 shares; 2025Q1: 4,126 shares; 2025Q2: 4,133 shares; 2025Q3: 4,140 shares; 2025Q4: 4,149 shares; 2026Q1: 4,455 shares; 2026Q2: 4,461 shares 4,461 $500K 0.17% +6 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,785 shares; 2024Q4: 1,785 shares; 2025Q1: 1,785 shares; 2025Q2: 1,785 shares; 2025Q3: 1,785 shares; 2025Q4: 1,785 shares; 2026Q1: 1,785 shares; 2026Q2: 1,785 shares 1,785 $473K 0.16% 0 Timeline VOX 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: 2,686 shares; 2024Q4: 2,704 shares; 2025Q1: 2,696 shares; 2025Q2: 2,702 shares; 2025Q3: 2,709 shares; 2025Q4: 2,713 shares; 2026Q1: 2,599 shares; 2026Q2: 2,527 shares 2,527 $465K 0.16% -72 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,329 shares; 2024Q4: 4,372 shares; 2025Q1: 4,250 shares; 2025Q2: 4,293 shares; 2025Q3: 4,329 shares; 2025Q4: 4,372 shares; 2026Q1: 3,964 shares; 2026Q2: 4,001 shares 4,001 $455K 0.15% +37 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: 3,276 shares; 2024Q4: 3,311 shares; 2025Q1: 3,325 shares; 2025Q2: 3,187 shares; 2025Q3: 3,197 shares; 2025Q4: 3,223 shares; 2026Q1: 3,248 shares; 2026Q2: 3,253 shares 3,253 $428K 0.14% +5 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,785 shares; 2025Q1: 1,734 shares; 2025Q2: 1,731 shares; 2025Q3: 1,736 shares; 2025Q4: 1,752 shares; 2026Q1: 1,749 shares; 2026Q2: 1,852 shares 1,852 $387K 0.13% +103 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: 4,269 shares; 2024Q4: 4,269 shares; 2025Q1: 4,269 shares; 2025Q2: 4,269 shares; 2025Q3: 4,269 shares; 2025Q4: 4,269 shares; 2026Q1: 4,269 shares; 2026Q2: 4,269 shares 4,269 $385K 0.13% 0 Timeline FJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,524 shares; 2024Q4: 5,524 shares; 2025Q1: 5,524 shares; 2025Q2: 5,524 shares; 2025Q3: 5,524 shares; 2025Q4: 5,524 shares; 2026Q1: not reported; 2026Q2: 6,229 shares 6,229 $373K 0.12% new Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,069 shares; 2024Q4: 36,511 shares; 2025Q1: 36,453 shares; 2025Q2: 38,059 shares; 2025Q3: 40,242 shares; 2025Q4: 42,705 shares; 2026Q1: 8,147 shares; 2026Q2: 7,883 shares 7,883 $370K 0.12% -264 Timeline KCCA 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: 11,800 shares; 2025Q2: 16,600 shares; 2025Q3: 16,600 shares; 2025Q4: 17,084 shares; 2026Q1: 21,684 shares; 2026Q2: 21,684 shares 21,684 $369K 0.12% 0 Timeline VST VISTRA CORP More: the full row for VISTRA 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: 2,003 shares; 2026Q2: 2,306 shares 2,306 $366K 0.12% +303 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: 990 shares; 2024Q4: 990 shares; 2025Q1: 990 shares; 2025Q2: 990 shares; 2025Q3: 1,015 shares; 2025Q4: 992 shares; 2026Q1: 992 shares; 2026Q2: 992 shares 992 $365K 0.12% 0 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: 1,523 shares; 2024Q4: 1,449 shares; 2025Q1: 1,436 shares; 2025Q2: 1,441 shares; 2025Q3: 1,446 shares; 2025Q4: 1,444 shares; 2026Q1: 1,448 shares; 2026Q2: 1,449 shares 1,449 $365K 0.12% +1 Timeline KJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,347 shares; 2024Q4: 22,747 shares; 2025Q1: 22,454 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,933 shares; 2026Q2: 7,933 shares 7,933 $362K 0.12% 0 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: 797 shares; 2024Q4: 797 shares; 2025Q1: 797 shares; 2025Q2: 797 shares; 2025Q3: 799 shares; 2025Q4: 801 shares; 2026Q1: 687 shares; 2026Q2: 683 shares 683 $342K 0.11% -4 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,645 shares; 2024Q4: 13,445 shares; 2025Q1: 13,581 shares; 2025Q2: 13,581 shares; 2025Q3: 13,581 shares; 2025Q4: 13,581 shares; 2026Q1: 9,678 shares; 2026Q2: 7,457 shares 7,457 $340K 0.11% -2,221 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: 1,980 shares; 2024Q4: 1,984 shares; 2025Q1: 1,990 shares; 2025Q2: 1,995 shares; 2025Q3: 1,999 shares; 2025Q4: 2,006 shares; 2026Q1: 2,757 shares; 2026Q2: 2,842 shares 2,842 $334K 0.11% +85 Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,250 shares; 2024Q4: 3,252 shares; 2025Q1: 3,256 shares; 2025Q2: 3,260 shares; 2025Q3: 3,263 shares; 2025Q4: 3,265 shares; 2026Q1: 3,269 shares; 2026Q2: 3,272 shares 3,272 $331K 0.11% +3 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,000 shares 6,000 $320K 0.11% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,000 shares; 2026Q2: 15,000 shares 15,000 $318K 0.11% 0 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: 2,634 shares; 2024Q4: 2,639 shares; 2025Q1: 2,823 shares; 2025Q2: 2,902 shares; 2025Q3: 2,906 shares; 2025Q4: 2,910 shares; 2026Q1: 2,664 shares; 2026Q2: 2,667 shares 2,667 $317K 0.11% +3 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 427 shares; 2025Q4: 428 shares; 2026Q1: 428 shares; 2026Q2: 428 shares 428 $315K 0.11% 0 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: 431 shares; 2025Q1: 459 shares; 2025Q2: 431 shares; 2025Q3: 532 shares; 2025Q4: 514 shares; 2026Q1: 439 shares; 2026Q2: 444 shares 444 $305K 0.1% +5 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 587 shares; 2025Q4: 590 shares; 2026Q1: 591 shares; 2026Q2: 591 shares 591 $303K 0.1% 0 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: 1,972 shares; 2024Q4: 1,979 shares; 2025Q1: 2,274 shares; 2025Q2: 2,162 shares; 2025Q3: 2,270 shares; 2025Q4: 1,759 shares; 2026Q1: 1,765 shares; 2026Q2: 1,871 shares 1,871 $297K 0.1% +106 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,870 shares 1,870 $296K 0.1% new Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 564 shares; 2024Q4: 564 shares; 2025Q1: 564 shares; 2025Q2: 564 shares; 2025Q3: 564 shares; 2025Q4: 564 shares; 2026Q1: 564 shares; 2026Q2: 564 shares 564 $295K 0.1% 0 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 300 shares 300 $290K 0.1% new Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,796 shares 5,796 $287K 0.1% new Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 772 shares 772 $286K 0.1% new Timeline XSSPX NUVEEN S&P 500 DYNAMIC OVERW More: the full row for NUVEEN S&P 500 DYNAMIC OVERW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,102 shares; 2026Q2: 15,102 shares 15,102 $282K 0.09% -1,000 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 529 shares; 2024Q4: 529 shares; 2025Q1: 529 shares; 2025Q2: 529 shares; 2025Q3: 529 shares; 2025Q4: 531 shares; 2026Q1: 531 shares; 2026Q2: 531 shares 531 $275K 0.09% 0 Timeline VT 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: not reported; 2025Q4: not reported; 2026Q1: 1,742 shares; 2026Q2: 1,748 shares 1,748 $274K 0.09% +6 Timeline FVD 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: 5,615 shares; 2024Q4: 5,615 shares; 2025Q1: 5,615 shares; 2025Q2: 5,615 shares; 2025Q3: 5,615 shares; 2025Q4: 5,615 shares; 2026Q1: 5,615 shares; 2026Q2: 5,615 shares 5,615 $271K 0.09% 0 Timeline DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 118,300 shares; 2024Q4: 123,712 shares; 2025Q1: 12,876 shares; 2025Q2: 11,818 shares; 2025Q3: 11,818 shares; 2025Q4: 12,151 shares; 2026Q1: 10,122 shares; 2026Q2: 10,122 shares 10,122 $270K 0.09% 0 Timeline UDN INVESCO DB US DLR INDEX TR More: the full row for INVESCO DB US DLR INDEX 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: 14,950 shares; 2026Q2: 14,950 shares 14,950 $267K 0.09% 0 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: 1,326 shares; 2025Q1: 1,328 shares; 2025Q2: 1,328 shares; 2025Q3: 1,330 shares; 2025Q4: 1,265 shares; 2026Q1: 1,280 shares; 2026Q2: 1,199 shares 1,199 $261K 0.09% -81 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,058 shares; 2025Q3: 2,380 shares; 2025Q4: 2,411 shares; 2026Q1: 2,427 shares; 2026Q2: 2,595 shares 2,595 $257K 0.09% +168 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,033 shares; 2025Q4: 1,033 shares; 2026Q1: 1,062 shares; 2026Q2: 1,054 shares 1,054 $256K 0.09% -8 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,358 shares; 2025Q4: 1,362 shares; 2026Q1: 1,366 shares; 2026Q2: 1,369 shares 1,369 $254K 0.08% +3 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 214 shares 214 $251K 0.08% new Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 668 shares 668 $250K 0.08% new Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 230 shares 230 $245K 0.08% new 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: 3,024 shares; 2024Q4: 3,244 shares; 2025Q1: 3,309 shares; 2025Q2: 3,326 shares; 2025Q3: 3,345 shares; 2025Q4: 2,904 shares; 2026Q1: 2,917 shares; 2026Q2: 2,932 shares 2,932 $244K 0.08% +15 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 723 shares 723 $242K 0.08% new Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 590 shares; 2024Q4: 841 shares; 2025Q1: 843 shares; 2025Q2: 833 shares; 2025Q3: 824 shares; 2025Q4: 586 shares; 2026Q1: 326 shares; 2026Q2: 308 shares 308 $230K 0.08% -18 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,335 shares; 2025Q3: 3,335 shares; 2025Q4: 3,400 shares; 2026Q1: 3,400 shares; 2026Q2: 2,747 shares 2,747 $226K 0.08% -653 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: not reported; 2026Q2: 8,058 shares 8,058 $223K 0.07% 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: not reported; 2024Q4: not reported; 2025Q1: 630 shares; 2025Q2: 631 shares; 2025Q3: 632 shares; 2025Q4: 638 shares; 2026Q1: not reported; 2026Q2: 640 shares 640 $219K 0.07% new Timeline DMAR 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: 14,827 shares; 2024Q4: 12,637 shares; 2025Q1: 9,402 shares; 2025Q2: 21,132 shares; 2025Q3: 21,132 shares; 2025Q4: 20,192 shares; 2026Q1: 4,878 shares; 2026Q2: 4,878 shares 4,878 $218K 0.07% 0 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,178 shares 7,178 $208K 0.07% new Timeline FMAY 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: 3,590 shares 3,590 $202K 0.07% new Timeline TRVI TREVI THERAPEUTICS INC More: the full row for TREVI 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: 10,560 shares; 2026Q2: 10,560 shares 10,560 $197K 0.07% 0 Timeline IBRX IMMUNITYBIO INC More: the full row for IMMUNITYBIO 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: 13,150 shares; 2025Q4: 13,150 shares; 2026Q1: 13,150 shares; 2026Q2: 13,150 shares 13,150 $115K 0.04% 0 Timeline NB NIOCORP DEVS LTD More: the full row for NIOCORP DEVS 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: 10,000 shares; 2026Q2: 10,000 shares 10,000 $48.2K 0.02% 0 Timeline MYPS PLAYSTUDIOS INC More: the full row for PLAYSTUDIOS 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: 75,594 shares 75,594 $37.7K 0.01% new Timeline