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: 96,015 shares; 2024Q4: 97,795 shares; 2025Q1: 100,415 shares; 2025Q2: 99,775 shares; 2025Q3: 104,174 shares; 2025Q4: 108,606 shares; 2026Q1: 109,269 shares; 2026Q2: 111,904 shares 111,904 $24.4M 10.61% +2,635 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: 37,066 shares; 2024Q4: 37,792 shares; 2025Q1: 38,689 shares; 2025Q2: 37,772 shares; 2025Q3: 38,760 shares; 2025Q4: 39,875 shares; 2026Q1: 40,561 shares; 2026Q2: 246,121 shares 246,121 $21.2M 9.22% +205,560 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: 145,816 shares; 2024Q4: 144,712 shares; 2025Q1: 147,024 shares; 2025Q2: 147,306 shares; 2025Q3: 157,038 shares; 2025Q4: 165,696 shares; 2026Q1: 173,116 shares; 2026Q2: 178,919 shares 178,919 $17.3M 7.52% +5,803 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: 167,528 shares; 2024Q4: 172,271 shares; 2025Q1: 171,537 shares; 2025Q2: 155,566 shares; 2025Q3: 164,466 shares; 2025Q4: 172,042 shares; 2026Q1: 184,206 shares; 2026Q2: 189,764 shares 189,764 $14.6M 6.36% +5,558 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: 79,072 shares; 2024Q4: 80,388 shares; 2025Q1: 79,411 shares; 2025Q2: 70,935 shares; 2025Q3: 73,309 shares; 2025Q4: 75,899 shares; 2026Q1: 81,238 shares; 2026Q2: 83,359 shares 83,359 $12.4M 5.38% +2,121 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 661,301 shares; 2024Q4: 661,482 shares; 2025Q1: 646,963 shares; 2025Q2: 629,694 shares; 2025Q3: 669,525 shares; 2025Q4: 692,277 shares; 2026Q1: 805,721 shares; 2026Q2: 838,609 shares 838,609 $12.2M 5.3% +32,888 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: 122,321 shares; 2024Q4: 122,529 shares; 2025Q1: 124,143 shares; 2025Q2: 121,890 shares; 2025Q3: 131,002 shares; 2025Q4: 138,045 shares; 2026Q1: 153,089 shares; 2026Q2: 154,655 shares 154,655 $9.23M 4.01% +1,566 Timeline MLPA 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: 85,755 shares; 2024Q4: 89,779 shares; 2025Q1: 89,869 shares; 2025Q2: 96,060 shares; 2025Q3: 115,023 shares; 2025Q4: 126,417 shares; 2026Q1: 141,841 shares; 2026Q2: 149,900 shares 149,900 $7.96M 3.46% +8,059 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: 75,213 shares; 2024Q4: 73,128 shares; 2025Q1: 71,918 shares; 2025Q2: 70,649 shares; 2025Q3: 73,001 shares; 2025Q4: 148,272 shares; 2026Q1: 143,142 shares; 2026Q2: 144,817 shares 144,817 $7.69M 3.35% +1,675 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,450 shares; 2025Q1: 23,150 shares; 2025Q2: 40,630 shares; 2025Q3: 74,639 shares; 2025Q4: 99,023 shares; 2026Q1: 106,015 shares; 2026Q2: 124,076 shares 124,076 $6.49M 2.82% +18,061 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 59,510 shares; 2026Q1: 203,065 shares; 2026Q2: 215,428 shares 215,428 $5.71M 2.48% +12,363 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,082 shares; 2024Q4: 33,782 shares; 2025Q1: 33,682 shares; 2025Q2: 32,632 shares; 2025Q3: 32,532 shares; 2025Q4: 32,272 shares; 2026Q1: 31,636 shares; 2026Q2: 31,636 shares 31,636 $4.35M 1.89% 0 Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 213,335 shares; 2024Q4: 223,770 shares; 2025Q1: 241,980 shares; 2025Q2: 254,882 shares; 2025Q3: 265,817 shares; 2025Q4: 287,682 shares; 2026Q1: 307,698 shares; 2026Q2: 339,995 shares 339,995 $4.19M 1.82% +32,297 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,197 shares; 2024Q4: 50,437 shares; 2025Q1: 53,668 shares; 2025Q2: 71,103 shares; 2025Q3: 93,425 shares; 2025Q4: 103,000 shares; 2026Q1: 120,381 shares; 2026Q2: 148,193 shares 148,193 $4.09M 1.78% +27,812 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: 113,735 shares; 2024Q4: 137,407 shares; 2025Q1: 141,918 shares; 2025Q2: 167,774 shares; 2025Q3: 184,199 shares; 2025Q4: 183,781 shares; 2026Q1: 168,976 shares; 2026Q2: 169,332 shares 169,332 $3.45M 1.5% +356 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,897 shares; 2024Q4: 8,657 shares; 2025Q1: 8,657 shares; 2025Q2: 8,477 shares; 2025Q3: 8,477 shares; 2025Q4: 8,190 shares; 2026Q1: 7,990 shares; 2026Q2: 7,948 shares 7,948 $3.39M 1.47% -42 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: 29,350 shares; 2024Q4: 29,478 shares; 2025Q1: 29,097 shares; 2025Q2: 28,565 shares; 2025Q3: 28,736 shares; 2025Q4: 28,886 shares; 2026Q1: 28,950 shares; 2026Q2: 30,100 shares 30,100 $3.13M 1.36% +1,150 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: 16,113 shares; 2024Q4: 15,971 shares; 2025Q1: 13,148 shares; 2025Q2: 7,725 shares; 2025Q3: 7,234 shares; 2025Q4: 7,249 shares; 2026Q1: 7,408 shares; 2026Q2: 10,487 shares 10,487 $3.03M 1.32% +3,079 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: 24,843 shares; 2024Q4: 24,924 shares; 2025Q1: 22,490 shares; 2025Q2: 17,710 shares; 2025Q3: 16,187 shares; 2025Q4: 15,242 shares; 2026Q1: 15,271 shares; 2026Q2: 15,055 shares 15,055 $3.01M 1.31% -216 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,343 shares; 2024Q4: 19,343 shares; 2025Q1: 19,328 shares; 2025Q2: 19,251 shares; 2025Q3: 19,259 shares; 2025Q4: 19,447 shares; 2026Q1: 17,387 shares; 2026Q2: 17,387 shares 17,387 $2.88M 1.25% 0 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: 10,268 shares; 2024Q4: 10,268 shares; 2025Q1: 9,775 shares; 2025Q2: 8,693 shares; 2025Q3: 8,675 shares; 2025Q4: 8,420 shares; 2026Q1: 8,459 shares; 2026Q2: 8,470 shares 8,470 $2.77M 1.21% +11 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: 8,146 shares; 2024Q4: 8,099 shares; 2025Q1: 8,002 shares; 2025Q2: 7,673 shares; 2025Q3: 7,564 shares; 2025Q4: 6,745 shares; 2026Q1: 6,981 shares; 2026Q2: 6,906 shares 6,906 $2.61M 1.13% -75 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: 15,195 shares; 2024Q4: 15,195 shares; 2025Q1: 15,190 shares; 2025Q2: 15,164 shares; 2025Q3: 15,164 shares; 2025Q4: 15,164 shares; 2026Q1: 13,164 shares; 2026Q2: 13,164 shares 13,164 $2.4M 1.04% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,151 shares; 2024Q4: 5,042 shares; 2025Q1: 5,012 shares; 2025Q2: 4,820 shares; 2025Q3: 4,810 shares; 2025Q4: 4,740 shares; 2026Q1: 4,676 shares; 2026Q2: 18,463 shares 18,463 $2.29M 1% +13,787 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,430 shares; 2025Q3: 22,062 shares; 2025Q4: 39,639 shares; 2026Q1: 70,408 shares; 2026Q2: 73,826 shares 73,826 $2.23M 0.97% +3,418 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,435 shares; 2024Q4: 17,435 shares; 2025Q1: 17,735 shares; 2025Q2: 17,166 shares; 2025Q3: 17,166 shares; 2025Q4: 17,766 shares; 2026Q1: 18,426 shares; 2026Q2: 19,226 shares 19,226 $2.12M 0.92% +800 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,375 shares; 2024Q4: 40,445 shares; 2025Q1: 28,075 shares; 2025Q2: 35,781 shares; 2025Q3: 53,520 shares; 2025Q4: 68,173 shares; 2026Q1: 70,800 shares; 2026Q2: 62,662 shares 62,662 $2.09M 0.91% -8,138 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: 8,359 shares; 2024Q4: 8,490 shares; 2025Q1: 8,161 shares; 2025Q2: 6,966 shares; 2025Q3: 6,919 shares; 2025Q4: 6,969 shares; 2026Q1: 7,194 shares; 2026Q2: 8,028 shares 8,028 $1.91M 0.83% +834 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: 5,706 shares; 2024Q4: 5,778 shares; 2025Q1: 5,294 shares; 2025Q2: 5,160 shares; 2025Q3: 5,136 shares; 2025Q4: 5,261 shares; 2026Q1: 5,200 shares; 2026Q2: 5,286 shares 5,286 $1.59M 0.69% +86 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: 3,794 shares; 2024Q4: 3,793 shares; 2025Q1: 3,602 shares; 2025Q2: 3,193 shares; 2025Q3: 3,193 shares; 2025Q4: 3,172 shares; 2026Q1: 3,095 shares; 2026Q2: 3,071 shares 3,071 $1.47M 0.64% -24 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,743 shares; 2024Q4: 79,330 shares; 2025Q1: 76,630 shares; 2025Q2: 67,980 shares; 2025Q3: 66,065 shares; 2025Q4: 48,087 shares; 2026Q1: 47,547 shares; 2026Q2: 46,175 shares 46,175 $1.41M 0.61% -1,372 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: 12,779 shares; 2024Q4: 12,293 shares; 2025Q1: 11,534 shares; 2025Q2: 11,408 shares; 2025Q3: 11,395 shares; 2025Q4: 11,405 shares; 2026Q1: 11,651 shares; 2026Q2: 11,822 shares 11,822 $1.39M 0.6% +171 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,741 shares; 2024Q4: 3,725 shares; 2025Q1: 3,163 shares; 2025Q2: 2,298 shares; 2025Q3: 2,309 shares; 2025Q4: 2,709 shares; 2026Q1: 3,112 shares; 2026Q2: 3,359 shares 3,359 $1.25M 0.55% +247 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: 4,417 shares; 2024Q4: 4,417 shares; 2025Q1: 4,417 shares; 2025Q2: 4,393 shares; 2025Q3: 4,393 shares; 2025Q4: 4,393 shares; 2026Q1: 4,393 shares; 2026Q2: 4,393 shares 4,393 $1.24M 0.54% 0 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,110 shares; 2024Q4: 2,110 shares; 2025Q1: 2,674 shares; 2025Q2: 2,475 shares; 2025Q3: 2,665 shares; 2025Q4: 2,813 shares; 2026Q1: 3,313 shares; 2026Q2: 3,303 shares 3,303 $1.17M 0.51% -10 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,500 shares; 2024Q4: 8,500 shares; 2025Q1: 12,150 shares; 2025Q2: 11,550 shares; 2025Q3: 16,692 shares; 2025Q4: 20,007 shares; 2026Q1: 23,952 shares; 2026Q2: 28,429 shares 28,429 $1.16M 0.5% +4,477 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: 8,371 shares; 2024Q4: 8,371 shares; 2025Q1: 8,031 shares; 2025Q2: 7,440 shares; 2025Q3: 7,844 shares; 2025Q4: 8,445 shares; 2026Q1: 8,376 shares; 2026Q2: 8,551 shares 8,551 $1.11M 0.48% +175 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,354 shares; 2024Q4: 4,354 shares; 2025Q1: 4,409 shares; 2025Q2: 4,539 shares; 2025Q3: 4,539 shares; 2025Q4: 4,539 shares; 2026Q1: 4,539 shares; 2026Q2: 4,689 shares 4,689 $1.06M 0.46% +150 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: 1,889 shares; 2024Q4: 1,889 shares; 2025Q1: 1,553 shares; 2025Q2: 1,394 shares; 2025Q3: 1,901 shares; 2025Q4: 1,959 shares; 2026Q1: 2,088 shares; 2026Q2: 2,123 shares 2,123 $1.06M 0.46% +35 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 667 shares; 2024Q4: 667 shares; 2025Q1: 772 shares; 2025Q2: 772 shares; 2025Q3: 822 shares; 2025Q4: 887 shares; 2026Q1: 983 shares; 2026Q2: 8,467 shares 8,467 $1.01M 0.44% +7,484 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: 3,374 shares; 2024Q4: 3,374 shares; 2025Q1: 3,374 shares; 2025Q2: 3,374 shares; 2025Q3: 3,473 shares; 2025Q4: 3,523 shares; 2026Q1: 3,027 shares; 2026Q2: 12,428 shares 12,428 $1M 0.44% +9,401 Timeline RWO 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: 21,621 shares; 2024Q4: 21,630 shares; 2025Q1: 20,835 shares; 2025Q2: 19,127 shares; 2025Q3: 18,635 shares; 2025Q4: 18,559 shares; 2026Q1: 20,029 shares; 2026Q2: 20,050 shares 20,050 $997K 0.43% +21 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,204 shares; 2024Q4: 11,204 shares; 2025Q1: 11,204 shares; 2025Q2: 9,660 shares; 2025Q3: 10,060 shares; 2025Q4: 10,060 shares; 2026Q1: 10,202 shares; 2026Q2: 9,863 shares 9,863 $951K 0.41% -339 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,193 shares; 2024Q4: 3,243 shares; 2025Q1: 3,243 shares; 2025Q2: 3,273 shares; 2025Q3: 3,297 shares; 2025Q4: 3,297 shares; 2026Q1: 2,897 shares; 2026Q2: 2,939 shares 2,939 $891K 0.39% +42 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: 6,046 shares; 2024Q4: 5,796 shares; 2025Q1: 4,723 shares; 2025Q2: 1,870 shares; 2025Q3: 1,923 shares; 2025Q4: 1,928 shares; 2026Q1: 1,973 shares; 2026Q2: 2,470 shares 2,470 $883K 0.38% +497 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: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $749K 0.33% 0 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,003 shares; 2024Q4: 1,263 shares; 2025Q1: 1,003 shares; 2025Q2: 914 shares; 2025Q3: 914 shares; 2025Q4: 914 shares; 2026Q1: 915 shares; 2026Q2: 931 shares 931 $697K 0.3% +16 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,650 shares; 2024Q4: 4,650 shares; 2025Q1: 4,634 shares; 2025Q2: 4,595 shares; 2025Q3: 4,595 shares; 2025Q4: 4,595 shares; 2026Q1: 4,595 shares; 2026Q2: 4,595 shares 4,595 $658K 0.29% 0 Timeline DSL DOUBLELINE INCOME SOLUTIONS More: the full row for DOUBLELINE INCOME SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 133,234 shares; 2024Q4: 134,900 shares; 2025Q1: 129,730 shares; 2025Q2: 130,210 shares; 2025Q3: 130,101 shares; 2025Q4: 125,946 shares; 2026Q1: 99,623 shares; 2026Q2: 57,144 shares 57,144 $632K 0.27% -42,479 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: 1,376 shares; 2024Q4: 1,376 shares; 2025Q1: 1,321 shares; 2025Q2: 1,198 shares; 2025Q3: 1,198 shares; 2025Q4: 1,198 shares; 2026Q1: 1,198 shares; 2026Q2: 1,198 shares 1,198 $622K 0.27% 0 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,442 shares; 2024Q4: 37,442 shares; 2025Q1: 37,442 shares; 2025Q2: 32,442 shares; 2025Q3: 34,109 shares; 2025Q4: 34,109 shares; 2026Q1: 34,109 shares; 2026Q2: 34,109 shares 34,109 $610K 0.27% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,649 shares; 2024Q4: 2,649 shares; 2025Q1: 2,570 shares; 2025Q2: 2,461 shares; 2025Q3: 2,461 shares; 2025Q4: 2,461 shares; 2026Q1: 2,461 shares; 2026Q2: 2,461 shares 2,461 $588K 0.26% 0 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,778 shares; 2024Q4: 12,778 shares; 2025Q1: 12,726 shares; 2025Q2: 12,686 shares; 2025Q3: 12,686 shares; 2025Q4: 12,686 shares; 2026Q1: 12,686 shares; 2026Q2: 12,725 shares 12,725 $521K 0.23% +39 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,210 shares; 2024Q4: 3,210 shares; 2025Q1: 3,210 shares; 2025Q2: 3,210 shares; 2025Q3: 3,210 shares; 2025Q4: 3,210 shares; 2026Q1: 3,210 shares; 2026Q2: 3,210 shares 3,210 $520K 0.23% 0 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,741 shares; 2024Q4: 3,741 shares; 2025Q1: 3,451 shares; 2025Q2: 3,251 shares; 2025Q3: 3,251 shares; 2025Q4: 3,251 shares; 2026Q1: 3,311 shares; 2026Q2: 3,311 shares 3,311 $504K 0.22% 0 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: 7,324 shares; 2024Q4: 7,324 shares; 2025Q1: 7,324 shares; 2025Q2: 6,929 shares; 2025Q3: 6,815 shares; 2025Q4: 6,815 shares; 2026Q1: 6,815 shares; 2026Q2: 7,264 shares 7,264 $497K 0.22% +449 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,004 shares; 2026Q2: 1,347 shares 1,347 $496K 0.22% +343 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 853 shares; 2024Q4: 853 shares; 2025Q1: 589 shares; 2025Q2: not reported; 2025Q3: 515 shares; 2025Q4: 945 shares; 2026Q1: 595 shares; 2026Q2: 1,200 shares 1,200 $468K 0.2% +605 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,874 shares; 2024Q4: 7,874 shares; 2025Q1: 7,834 shares; 2025Q2: 7,755 shares; 2025Q3: 7,755 shares; 2025Q4: 7,755 shares; 2026Q1: 7,755 shares; 2026Q2: 7,755 shares 7,755 $440K 0.19% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,282 shares; 2024Q4: 5,282 shares; 2025Q1: 5,282 shares; 2025Q2: 5,209 shares; 2025Q3: 5,209 shares; 2025Q4: 5,209 shares; 2026Q1: 5,209 shares; 2026Q2: 5,209 shares 5,209 $430K 0.19% 0 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,132 shares; 2024Q4: 1,132 shares; 2025Q1: 1,128 shares; 2025Q2: 1,117 shares; 2025Q3: 1,117 shares; 2025Q4: 1,117 shares; 2026Q1: 1,117 shares; 2026Q2: 1,117 shares 1,117 $414K 0.18% 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: 1,880 shares; 2024Q4: 1,880 shares; 2025Q1: 1,662 shares; 2025Q2: 1,598 shares; 2025Q3: 1,598 shares; 2025Q4: 1,608 shares; 2026Q1: 1,608 shares; 2026Q2: 1,608 shares 1,608 $405K 0.18% 0 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: 200 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 3,350 shares; 2025Q3: 3,350 shares; 2025Q4: 3,500 shares; 2026Q1: 3,600 shares; 2026Q2: 3,700 shares 3,700 $398K 0.17% +100 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: 4,559 shares; 2024Q4: 4,559 shares; 2025Q1: 4,554 shares; 2025Q2: 4,522 shares; 2025Q3: 4,522 shares; 2025Q4: 4,522 shares; 2026Q1: 4,522 shares; 2026Q2: 4,522 shares 4,522 $393K 0.17% 0 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: 1,685 shares; 2024Q4: 1,783 shares; 2025Q1: 1,783 shares; 2025Q2: 1,783 shares; 2025Q3: 1,783 shares; 2025Q4: 1,783 shares; 2026Q1: 2,479 shares; 2026Q2: 2,480 shares 2,480 $392K 0.17% +1 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: 1,363 shares; 2024Q4: 1,363 shares; 2025Q1: 1,359 shares; 2025Q2: 1,352 shares; 2025Q3: 1,352 shares; 2025Q4: 1,397 shares; 2026Q1: 1,377 shares; 2026Q2: 1,377 shares 1,377 $380K 0.17% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,600 shares; 2024Q4: 1,623 shares; 2025Q1: 1,625 shares; 2025Q2: 1,593 shares; 2025Q3: 1,585 shares; 2025Q4: 1,588 shares; 2026Q1: 1,560 shares; 2026Q2: 1,562 shares 1,562 $379K 0.16% +2 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: 1,560 shares; 2024Q4: 1,460 shares; 2025Q1: 2,160 shares; 2025Q2: 2,094 shares; 2025Q3: 2,094 shares; 2025Q4: 2,144 shares; 2026Q1: 2,762 shares; 2026Q2: 2,762 shares 2,762 $344K 0.15% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,019 shares; 2024Q4: 4,019 shares; 2025Q1: 4,019 shares; 2025Q2: 4,019 shares; 2025Q3: 4,019 shares; 2025Q4: 4,019 shares; 2026Q1: 4,019 shares; 2026Q2: 4,093 shares 4,093 $339K 0.15% +74 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,872 shares; 2024Q4: 7,896 shares; 2025Q1: 7,916 shares; 2025Q2: 7,821 shares; 2025Q3: 7,821 shares; 2025Q4: 7,821 shares; 2026Q1: 7,821 shares; 2026Q2: 7,821 shares 7,821 $331K 0.14% 0 Timeline VHT 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: 3,040 shares; 2024Q4: 2,916 shares; 2025Q1: 2,674 shares; 2025Q2: 1,091 shares; 2025Q3: 1,052 shares; 2025Q4: 1,106 shares; 2026Q1: 1,106 shares; 2026Q2: 1,106 shares 1,106 $331K 0.14% 0 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: 11,740 shares; 2024Q4: 7,222 shares; 2025Q1: 6,868 shares; 2025Q2: 4,536 shares; 2025Q3: 3,790 shares; 2025Q4: 3,980 shares; 2026Q1: 3,897 shares; 2026Q2: 3,113 shares 3,113 $322K 0.14% -784 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 530 shares; 2024Q4: 530 shares; 2025Q1: 530 shares; 2025Q2: 530 shares; 2025Q3: 530 shares; 2025Q4: 530 shares; 2026Q1: 543 shares; 2026Q2: 472 shares 472 $302K 0.13% -71 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: not reported; 2024Q4: not reported; 2025Q1: 3,000 shares; 2025Q2: 2,600 shares; 2025Q3: 2,350 shares; 2025Q4: 2,350 shares; 2026Q1: 2,569 shares; 2026Q2: 2,529 shares 2,529 $295K 0.13% -40 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: 61 shares; 2024Q4: 65 shares; 2025Q1: 65 shares; 2025Q2: 185 shares; 2025Q3: 65 shares; 2025Q4: 186 shares; 2026Q1: 413 shares; 2026Q2: 423 shares 423 $291K 0.13% +10 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,577 shares; 2024Q4: 4,577 shares; 2025Q1: 4,577 shares; 2025Q2: 4,577 shares; 2025Q3: 4,577 shares; 2025Q4: 4,577 shares; 2026Q1: 4,267 shares; 2026Q2: 4,267 shares 4,267 $284K 0.12% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,248 shares; 2024Q4: 2,248 shares; 2025Q1: 2,237 shares; 2025Q2: 2,201 shares; 2025Q3: 2,201 shares; 2025Q4: 2,201 shares; 2026Q1: 2,201 shares; 2026Q2: 2,201 shares 2,201 $279K 0.12% 0 Timeline CWI 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: 6,800 shares; 2024Q4: 6,800 shares; 2025Q1: 6,800 shares; 2025Q2: 6,800 shares; 2025Q3: 6,800 shares; 2025Q4: 6,800 shares; 2026Q1: 6,800 shares; 2026Q2: 6,800 shares 6,800 $277K 0.12% 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: 6,344 shares; 2024Q4: 6,344 shares; 2025Q1: 5,695 shares; 2025Q2: 4,589 shares; 2025Q3: 4,589 shares; 2025Q4: 4,589 shares; 2026Q1: 4,589 shares; 2026Q2: 4,589 shares 4,589 $261K 0.11% 0 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,701 shares; 2024Q4: 2,703 shares; 2025Q1: 2,705 shares; 2025Q2: 2,617 shares; 2025Q3: 2,619 shares; 2025Q4: 2,621 shares; 2026Q1: 2,672 shares; 2026Q2: 2,674 shares 2,674 $258K 0.11% +2 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 990 shares; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 1,704 shares; 2025Q3: 1,704 shares; 2025Q4: 1,704 shares; 2026Q1: 1,704 shares; 2026Q2: 1,704 shares 1,704 $249K 0.11% 0 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: 564 shares; 2024Q4: 564 shares; 2025Q1: 541 shares; 2025Q2: 529 shares; 2025Q3: 455 shares; 2025Q4: 488 shares; 2026Q1: 480 shares; 2026Q2: 480 shares 480 $245K 0.11% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,733 shares 1,733 $242K 0.11% new 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: 218 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 171 shares 171 $237K 0.1% new Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 910 shares 910 $231K 0.1% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,828 shares; 2025Q3: 7,828 shares; 2025Q4: 7,828 shares; 2026Q1: 7,828 shares; 2026Q2: 7,828 shares 7,828 $230K 0.1% 0 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,690 shares; 2024Q4: 1,690 shares; 2025Q1: 1,690 shares; 2025Q2: 1,640 shares; 2025Q3: 1,640 shares; 2025Q4: 1,640 shares; 2026Q1: 1,640 shares; 2026Q2: 1,540 shares 1,540 $219K 0.1% -100 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 248 shares; 2024Q4: 343 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 110 shares 110 $219K 0.1% new Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,547 shares; 2025Q3: 1,547 shares; 2025Q4: 1,547 shares; 2026Q1: 1,547 shares; 2026Q2: 1,547 shares 1,547 $211K 0.09% 0 Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,800 shares; 2024Q4: 11,800 shares; 2025Q1: 11,800 shares; 2025Q2: 11,800 shares; 2025Q3: 11,800 shares; 2025Q4: 11,800 shares; 2026Q1: 10,200 shares; 2026Q2: 10,200 shares 10,200 $210K 0.09% 0 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 233 shares; 2024Q4: 158 shares; 2025Q1: 158 shares; 2025Q2: 1,174 shares; 2025Q3: 1,174 shares; 2025Q4: 1,174 shares; 2026Q1: 1,174 shares; 2026Q2: 1,174 shares 1,174 $210K 0.09% 0 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,544 shares; 2024Q4: 5,524 shares; 2025Q1: 5,524 shares; 2025Q2: 5,524 shares; 2025Q3: 5,524 shares; 2025Q4: 5,524 shares; 2026Q1: 4,626 shares; 2026Q2: 4,226 shares 4,226 $209K 0.09% -400 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 748 shares 748 $207K 0.09% new Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,375 shares; 2025Q3: 2,375 shares; 2025Q4: 2,375 shares; 2026Q1: 2,550 shares; 2026Q2: 2,566 shares 2,566 $203K 0.09% +16 Timeline BIL 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: 2,210 shares; 2026Q1: 2,155 shares; 2026Q2: 2,162 shares 2,162 $198K 0.09% +7 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 599 shares; 2024Q4: 604 shares; 2025Q1: 604 shares; 2025Q2: 604 shares; 2025Q3: 601 shares; 2025Q4: 601 shares; 2026Q1: 594 shares; 2026Q2: 597 shares 597 $183K 0.08% +3 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: 1,742 shares; 2024Q4: 1,742 shares; 2025Q1: 1,723 shares; 2025Q2: 1,723 shares; 2025Q3: 1,723 shares; 2025Q4: 1,723 shares; 2026Q1: 1,744 shares; 2026Q2: 1,744 shares 1,744 $173K 0.08% 0 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 196 shares; 2024Q4: 120 shares; 2025Q1: 120 shares; 2025Q2: 896 shares; 2025Q3: 896 shares; 2025Q4: 946 shares; 2026Q1: 946 shares; 2026Q2: 946 shares 946 $156K 0.07% 0 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: 725 shares; 2024Q4: 746 shares; 2025Q1: 689 shares; 2025Q2: 749 shares; 2025Q3: 749 shares; 2025Q4: 750 shares; 2026Q1: 750 shares; 2026Q2: 751 shares 751 $148K 0.06% +1 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: 5,800 shares; 2024Q4: 5,800 shares; 2025Q1: 5,800 shares; 2025Q2: 5,800 shares; 2025Q3: 5,800 shares; 2025Q4: 5,800 shares; 2026Q1: 5,800 shares; 2026Q2: 5,800 shares 5,800 $145K 0.06% 0 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,369 shares; 2024Q4: 23,369 shares; 2025Q1: 23,369 shares; 2025Q2: 17,369 shares; 2025Q3: 18,469 shares; 2025Q4: 18,969 shares; 2026Q1: 14,469 shares; 2026Q2: 14,469 shares 14,469 $142K 0.06% 0 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,265 shares; 2026Q1: 1,265 shares; 2026Q2: 1,265 shares 1,265 $128K 0.06% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,093 shares; 2024Q4: 1,093 shares; 2025Q1: 1,093 shares; 2025Q2: 793 shares; 2025Q3: 793 shares; 2025Q4: 793 shares; 2026Q1: 793 shares; 2026Q2: 793 shares 793 $124K 0.05% 0 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: 318 shares; 2024Q4: 318 shares; 2025Q1: 318 shares; 2025Q2: 264 shares; 2025Q3: 264 shares; 2025Q4: 529 shares; 2026Q1: 529 shares; 2026Q2: 610 shares 610 $116K 0.05% +81 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,890 shares; 2024Q4: 1,890 shares; 2025Q1: 1,890 shares; 2025Q2: 1,890 shares; 2025Q3: 1,890 shares; 2025Q4: 1,890 shares; 2026Q1: 1,890 shares; 2026Q2: 1,890 shares 1,890 $107K 0.05% 0 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,322 shares; 2024Q4: 1,322 shares; 2025Q1: 1,322 shares; 2025Q2: 1,322 shares; 2025Q3: 1,322 shares; 2025Q4: 1,322 shares; 2026Q1: 1,322 shares; 2026Q2: 1,322 shares 1,322 $101K 0.04% 0 Timeline DSU BLACKROCK DEBT STRATEGIES FD More: the full row for BLACKROCK DEBT STRATEGIES FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 96,876 shares; 2024Q4: 96,894 shares; 2025Q1: 95,014 shares; 2025Q2: 74,000 shares; 2025Q3: 21,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $97K 0.04% 0 Timeline BTG B2GOLD CORP More: the full row for B2GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,429 shares; 2024Q4: 21,755 shares; 2025Q1: 21,894 shares; 2025Q2: 22,017 shares; 2025Q3: 22,106 shares; 2025Q4: 22,203 shares; 2026Q1: 22,314 shares; 2026Q2: 22,429 shares 22,429 $83.9K 0.04% +115 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 406 shares; 2026Q2: 406 shares 406 $76.4K 0.03% 0 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: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $76.1K 0.03% 0 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,370 shares; 2024Q4: 1,370 shares; 2025Q1: 1,370 shares; 2025Q2: 1,370 shares; 2025Q3: 1,370 shares; 2025Q4: 1,370 shares; 2026Q1: 1,370 shares; 2026Q2: 1,370 shares 1,370 $68.7K 0.03% 0 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: 142 shares; 2026Q2: 179 shares 179 $66.3K 0.03% +37 Timeline MSML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 792 shares; 2024Q4: 792 shares; 2025Q1: 792 shares; 2025Q2: 792 shares; 2025Q3: 792 shares; 2025Q4: 792 shares; 2026Q1: 792 shares; 2026Q2: 792 shares 792 $59.8K 0.03% 0 Timeline SPYD 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: 1,174 shares; 2026Q2: 1,174 shares 1,174 $56K 0.02% 0 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 145 shares; 2024Q4: 145 shares; 2025Q1: 145 shares; 2025Q2: 145 shares; 2025Q3: 142 shares; 2025Q4: 146 shares; 2026Q1: 146 shares; 2026Q2: 142 shares 142 $52.1K 0.02% -4 Timeline SPYM 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: 586 shares; 2026Q2: 586 shares 586 $51.5K 0.02% 0 Timeline VXF 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: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $49.2K 0.02% 0 Timeline LAC LITHIUM AMERS CORP NEW More: the full row for LITHIUM AMERS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,604 shares; 2024Q4: 19,084 shares; 2025Q1: 19,084 shares; 2025Q2: 19,084 shares; 2025Q3: 12,567 shares; 2025Q4: 12,567 shares; 2026Q1: 12,567 shares; 2026Q2: 12,567 shares 12,567 $48.4K 0.02% 0 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 190 shares; 2024Q4: 190 shares; 2025Q1: 190 shares; 2025Q2: 190 shares; 2025Q3: 190 shares; 2025Q4: 190 shares; 2026Q1: 190 shares; 2026Q2: 190 shares 190 $46.2K 0.02% 0 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $45.8K 0.02% 0 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: not reported; 2025Q4: not reported; 2026Q1: 225 shares; 2026Q2: 225 shares 225 $41.7K 0.02% 0 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 295 shares; 2024Q4: 295 shares; 2025Q1: 295 shares; 2025Q2: 295 shares; 2025Q3: 295 shares; 2025Q4: 295 shares; 2026Q1: 295 shares; 2026Q2: 295 shares 295 $40.3K 0.02% 0 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 307 shares; 2026Q2: 407 shares 407 $38.8K 0.02% +100 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: 629 shares; 2024Q4: 629 shares; 2025Q1: 629 shares; 2025Q2: 629 shares; 2025Q3: 629 shares; 2025Q4: 629 shares; 2026Q1: 629 shares; 2026Q2: 192 shares 192 $30.5K 0.01% -437 Timeline QYLD 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: 2,600 shares; 2024Q4: 2,600 shares; 2025Q1: 2,600 shares; 2025Q2: 2,600 shares; 2025Q3: 2,600 shares; 2025Q4: 1,600 shares; 2026Q1: 1,600 shares; 2026Q2: 1,600 shares 1,600 $29.5K 0.01% 0 Timeline VDE 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: 179 shares; 2024Q4: 182 shares; 2025Q1: 184 shares; 2025Q2: 185 shares; 2025Q3: 187 shares; 2025Q4: 188 shares; 2026Q1: 189 shares; 2026Q2: 191 shares 191 $28.6K 0.01% +2 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: 160 shares; 2024Q4: 160 shares; 2025Q1: 160 shares; 2025Q2: 160 shares; 2025Q3: 160 shares; 2025Q4: 230 shares; 2026Q1: 234 shares; 2026Q2: 230 shares 230 $27K 0.01% -4 Timeline RWR 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: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $22.6K 0.01% 0 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 390 shares; 2024Q4: 390 shares; 2025Q1: 390 shares; 2025Q2: 390 shares; 2025Q3: 390 shares; 2025Q4: 390 shares; 2026Q1: 390 shares; 2026Q2: 390 shares 390 $20.9K 0.01% 0 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: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 75 shares; 2026Q1: 75 shares; 2026Q2: 75 shares 75 $18.2K 0.01% 0 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 150 shares; 2026Q1: 150 shares; 2026Q2: 100 shares 100 $16.4K 0.01% -50 Timeline URA 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: 250 shares; 2026Q1: 250 shares; 2026Q2: 250 shares 250 $10.9K <0.01% 0 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 450 shares; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 450 shares; 2026Q1: 450 shares; 2026Q2: 450 shares 450 $9.22K <0.01% 0 Timeline ENOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 275 shares 275 $8.64K <0.01% new Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 61 shares; 2025Q3: 61 shares; 2025Q4: 61 shares; 2026Q1: 61 shares; 2026Q2: 61 shares 61 $7.8K <0.01% 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: 90 shares; 2026Q2: 90 shares 90 $6.95K <0.01% 0 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17 shares; 2025Q3: 17 shares; 2025Q4: 17 shares; 2026Q1: 17 shares; 2026Q2: 17 shares 17 $5.76K <0.01% 0 Timeline RQIRT COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM 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: 338,706 shares 338,706 $5.05K <0.01% new Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58 shares; 2024Q4: 58 shares; 2025Q1: 58 shares; 2025Q2: 58 shares; 2025Q3: 58 shares; 2025Q4: 58 shares; 2026Q1: 58 shares; 2026Q2: 58 shares 58 $4.64K <0.01% 0 Timeline DVLT DATAVAULT AI INC More: the full row for DATAVAULT AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,502 shares; 2026Q2: 10,502 shares 10,502 $3.68K <0.01% 0 Timeline BOTZ 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: 80 shares; 2025Q2: 80 shares; 2025Q3: 80 shares; 2025Q4: 80 shares; 2026Q1: 81 shares; 2026Q2: 81 shares 81 $3.06K <0.01% 0 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18 shares; 2026Q2: 18 shares 18 $869 <0.01% 0 Timeline IUSV 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 shares; 2026Q2: 7 shares 7 $771 <0.01% 0 Timeline