IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,504 shares; 2024Q4: 15,357 shares; 2025Q1: 15,297 shares; 2025Q2: 15,109 shares; 2025Q3: 15,142 shares; 2025Q4: 14,988 shares; 2026Q1: 14,985 shares; 2026Q2: 14,620 shares 14,620 $10.9M 5.26% -365 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 121,207 shares; 2024Q4: 358,527 shares; 2025Q1: 362,375 shares; 2025Q2: 364,231 shares; 2025Q3: 362,794 shares; 2025Q4: 349,101 shares; 2026Q1: 339,426 shares; 2026Q2: 336,197 shares 336,197 $10.7M 5.12% -3,229 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: 14,962 shares; 2025Q4: 14,867 shares; 2026Q1: 14,293 shares; 2026Q2: 13,948 shares 13,948 $10.3M 4.93% -345 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 187,729 shares; 2024Q4: 193,172 shares; 2025Q1: 195,475 shares; 2025Q2: 204,155 shares; 2025Q3: 206,584 shares; 2025Q4: 204,135 shares; 2026Q1: 200,245 shares; 2026Q2: 195,332 shares 195,332 $9.88M 4.75% -4,913 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 112,951 shares; 2024Q4: 115,432 shares; 2025Q1: 114,573 shares; 2025Q2: 118,024 shares; 2025Q3: 120,706 shares; 2025Q4: 123,169 shares; 2026Q1: 123,381 shares; 2026Q2: 123,859 shares 123,859 $9.39M 4.51% +478 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: 68,015 shares; 2024Q4: 67,599 shares; 2025Q1: 68,026 shares; 2025Q2: 67,805 shares; 2025Q3: 65,646 shares; 2025Q4: 62,224 shares; 2026Q1: 58,752 shares; 2026Q2: 57,316 shares 57,316 $8.5M 4.08% -1,436 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: 118,711 shares; 2024Q4: 117,057 shares; 2025Q1: 118,103 shares; 2025Q2: 118,001 shares; 2025Q3: 112,923 shares; 2025Q4: 107,518 shares; 2026Q1: 102,205 shares; 2026Q2: 99,873 shares 99,873 $7.7M 3.7% -2,332 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: 55,857 shares; 2024Q4: 56,429 shares; 2025Q1: 57,353 shares; 2025Q2: 59,729 shares; 2025Q3: 63,611 shares; 2025Q4: 71,179 shares; 2026Q1: 74,249 shares; 2026Q2: 77,729 shares 77,729 $6.83M 3.28% +3,480 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,941 shares; 2024Q4: 36,490 shares; 2025Q1: 37,476 shares; 2025Q2: 40,251 shares; 2025Q3: 43,957 shares; 2025Q4: 49,228 shares; 2026Q1: 56,263 shares; 2026Q2: 60,080 shares 60,080 $5.74M 2.76% +3,817 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: 17,886 shares; 2024Q4: 17,601 shares; 2025Q1: 17,422 shares; 2025Q2: 17,496 shares; 2025Q3: 17,437 shares; 2025Q4: 16,538 shares; 2026Q1: 16,071 shares; 2026Q2: 63,316 shares 63,316 $5.1M 2.45% +47,245 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,097 shares; 2024Q4: 12,928 shares; 2025Q1: 12,808 shares; 2025Q2: 13,237 shares; 2025Q3: 13,755 shares; 2025Q4: 14,223 shares; 2026Q1: 15,325 shares; 2026Q2: 16,554 shares 16,554 $5.02M 2.41% +1,229 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: 18,764 shares; 2024Q4: 19,361 shares; 2025Q1: 20,808 shares; 2025Q2: 21,571 shares; 2025Q3: 20,949 shares; 2025Q4: 20,980 shares; 2026Q1: 20,245 shares; 2026Q2: 19,831 shares 19,831 $4.22M 2.03% -414 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: 14,077 shares; 2024Q4: 14,047 shares; 2025Q1: 13,928 shares; 2025Q2: 13,967 shares; 2025Q3: 13,862 shares; 2025Q4: 13,645 shares; 2026Q1: 13,228 shares; 2026Q2: 13,274 shares 13,274 $4.02M 1.93% +46 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: 23,706 shares; 2024Q4: 23,997 shares; 2025Q1: 24,650 shares; 2025Q2: 26,277 shares; 2025Q3: 26,672 shares; 2025Q4: 26,277 shares; 2026Q1: 25,118 shares; 2026Q2: 26,212 shares 26,212 $3.99M 1.92% +1,094 Timeline SPSM 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: 61,344 shares; 2024Q4: 61,910 shares; 2025Q1: 64,208 shares; 2025Q2: 65,070 shares; 2025Q3: 65,651 shares; 2025Q4: 64,722 shares; 2026Q1: 66,296 shares; 2026Q2: 67,352 shares 67,352 $3.88M 1.87% +1,056 Timeline RWL 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: not reported; 2025Q3: 9,066 shares; 2025Q4: 17,439 shares; 2026Q1: 23,803 shares; 2026Q2: 29,725 shares 29,725 $3.8M 1.82% +5,922 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: 18,031 shares; 2024Q4: 20,308 shares; 2025Q1: 21,512 shares; 2025Q2: 23,470 shares; 2025Q3: 28,453 shares; 2025Q4: 32,870 shares; 2026Q1: 34,329 shares; 2026Q2: 35,521 shares 35,521 $2.81M 1.35% +1,192 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: 7,942 shares; 2024Q4: 7,242 shares; 2025Q1: 7,137 shares; 2025Q2: 7,073 shares; 2025Q3: 7,245 shares; 2025Q4: 7,177 shares; 2026Q1: 6,673 shares; 2026Q2: 6,838 shares 6,838 $2.55M 1.23% +165 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: 25,916 shares; 2024Q4: 24,588 shares; 2025Q1: 25,524 shares; 2025Q2: 26,226 shares; 2025Q3: 26,753 shares; 2025Q4: 27,680 shares; 2026Q1: 28,250 shares; 2026Q2: 27,589 shares 27,589 $2.49M 1.19% -661 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,063 shares; 2024Q4: 9,116 shares; 2025Q1: 8,953 shares; 2025Q2: 8,988 shares; 2025Q3: 8,898 shares; 2025Q4: 8,802 shares; 2026Q1: 8,336 shares; 2026Q2: 8,059 shares 8,059 $2.47M 1.19% -277 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: 20,051 shares; 2024Q4: 19,797 shares; 2025Q1: 20,266 shares; 2025Q2: 22,114 shares; 2025Q3: 22,044 shares; 2025Q4: 21,407 shares; 2026Q1: 20,612 shares; 2026Q2: 20,339 shares 20,339 $2.42M 1.16% -273 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,742 shares; 2024Q4: 10,321 shares; 2025Q1: 10,350 shares; 2025Q2: 10,350 shares; 2025Q3: 10,379 shares; 2025Q4: 10,322 shares; 2026Q1: 10,137 shares; 2026Q2: 10,018 shares 10,018 $2.37M 1.14% -119 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,231 shares; 2025Q2: 15,569 shares; 2025Q3: 27,159 shares; 2025Q4: 38,808 shares; 2026Q1: 43,835 shares; 2026Q2: 55,485 shares 55,485 $2.25M 1.08% +11,650 Timeline SPMD 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: 29,331 shares; 2024Q4: 28,909 shares; 2025Q1: 29,889 shares; 2025Q2: 30,901 shares; 2025Q3: 31,389 shares; 2025Q4: 31,179 shares; 2026Q1: 31,520 shares; 2026Q2: 32,034 shares 32,034 $2.16M 1.04% +514 Timeline RIGS 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: 86,583 shares; 2024Q4: 87,716 shares; 2025Q1: 90,045 shares; 2025Q2: 91,918 shares; 2025Q3: 93,236 shares; 2025Q4: 93,379 shares; 2026Q1: 92,260 shares; 2026Q2: 90,591 shares 90,591 $2.06M 0.99% -1,669 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: 8,916 shares; 2024Q4: 8,670 shares; 2025Q1: 8,552 shares; 2025Q2: 7,719 shares; 2025Q3: 7,095 shares; 2025Q4: 7,004 shares; 2026Q1: 6,941 shares; 2026Q2: 6,792 shares 6,792 $1.97M 0.94% -149 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: 3,004 shares; 2024Q4: 2,955 shares; 2025Q1: 2,921 shares; 2025Q2: 2,833 shares; 2025Q3: 2,833 shares; 2025Q4: 2,833 shares; 2026Q1: 2,602 shares; 2026Q2: 2,611 shares 2,611 $1.95M 0.94% +9 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: 5,822 shares; 2024Q4: 5,793 shares; 2025Q1: 5,811 shares; 2025Q2: 5,831 shares; 2025Q3: 5,692 shares; 2025Q4: 5,492 shares; 2026Q1: 5,227 shares; 2026Q2: 5,182 shares 5,182 $1.89M 0.91% -45 Timeline SPSB 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: 36,502 shares; 2024Q4: 37,003 shares; 2025Q1: 47,096 shares; 2025Q2: 52,643 shares; 2025Q3: 56,843 shares; 2025Q4: 58,060 shares; 2026Q1: 60,499 shares; 2026Q2: 62,842 shares 62,842 $1.89M 0.91% +2,343 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: 17,146 shares; 2024Q4: 16,297 shares; 2025Q1: 16,395 shares; 2025Q2: 16,295 shares; 2025Q3: 15,995 shares; 2025Q4: 15,581 shares; 2026Q1: 14,634 shares; 2026Q2: 14,634 shares 14,634 $1.88M 0.9% 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: 3,612 shares; 2024Q4: 3,448 shares; 2025Q1: 3,343 shares; 2025Q2: 3,243 shares; 2025Q3: 3,186 shares; 2025Q4: 3,123 shares; 2026Q1: 2,647 shares; 2026Q2: 2,622 shares 2,622 $1.84M 0.89% -25 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: 5,121 shares; 2024Q4: 10,645 shares; 2025Q1: 12,003 shares; 2025Q2: 18,339 shares; 2025Q3: 31,300 shares; 2025Q4: 52,978 shares; 2026Q1: 61,115 shares; 2026Q2: 64,523 shares 64,523 $1.79M 0.86% +3,408 Timeline ICLO 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,700 shares; 2025Q4: 44,034 shares; 2026Q1: 57,114 shares; 2026Q2: 61,209 shares 61,209 $1.57M 0.75% +4,095 Timeline SLYV 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: 13,999 shares; 2024Q4: 14,602 shares; 2025Q1: 14,987 shares; 2025Q2: 15,149 shares; 2025Q3: 14,557 shares; 2025Q4: 14,171 shares; 2026Q1: 14,171 shares; 2026Q2: 14,171 shares 14,171 $1.55M 0.74% 0 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,008 shares; 2024Q4: 14,608 shares; 2025Q1: 14,458 shares; 2025Q2: 13,863 shares; 2025Q3: 13,120 shares; 2025Q4: 12,667 shares; 2026Q1: 12,450 shares; 2026Q2: 12,892 shares 12,892 $1.51M 0.73% +442 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: 5,686 shares; 2024Q4: 5,731 shares; 2025Q1: 5,895 shares; 2025Q2: 6,213 shares; 2025Q3: 6,126 shares; 2025Q4: 6,006 shares; 2026Q1: 5,990 shares; 2026Q2: 5,969 shares 5,969 $1.45M 0.7% -21 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: 1,266 shares; 2024Q4: 1,321 shares; 2025Q1: 1,609 shares; 2025Q2: 1,884 shares; 2025Q3: 1,959 shares; 2025Q4: 1,964 shares; 2026Q1: 1,961 shares; 2026Q2: 1,994 shares 1,994 $1.37M 0.66% +33 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,880 shares; 2025Q3: 10,499 shares; 2025Q4: 17,250 shares; 2026Q1: 20,875 shares; 2026Q2: 21,988 shares 21,988 $1.24M 0.6% +1,113 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,125 shares; 2026Q1: 12,766 shares; 2026Q2: 14,959 shares 14,959 $1.24M 0.6% +2,193 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,197 shares; 2024Q4: 3,669 shares; 2025Q1: 4,446 shares; 2025Q2: 5,331 shares; 2025Q3: 6,027 shares; 2025Q4: 6,506 shares; 2026Q1: 6,904 shares; 2026Q2: 6,531 shares 6,531 $1.23M 0.59% -373 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,385 shares; 2025Q4: 3,085 shares; 2026Q1: 4,158 shares; 2026Q2: 7,049 shares 7,049 $1.14M 0.55% +2,891 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: 5,905 shares; 2024Q4: 5,250 shares; 2025Q1: 5,230 shares; 2025Q2: 5,250 shares; 2025Q3: 5,200 shares; 2025Q4: 4,791 shares; 2026Q1: 4,812 shares; 2026Q2: 4,631 shares 4,631 $1.1M 0.53% -181 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,257 shares; 2024Q4: 13,107 shares; 2025Q1: 13,008 shares; 2025Q2: 14,009 shares; 2025Q3: 14,610 shares; 2025Q4: 15,011 shares; 2026Q1: 14,776 shares; 2026Q2: 14,677 shares 14,677 $1.1M 0.53% -99 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,148 shares; 2024Q4: 10,039 shares; 2025Q1: 9,781 shares; 2025Q2: 10,407 shares; 2025Q3: 11,051 shares; 2025Q4: 24,015 shares; 2026Q1: 23,816 shares; 2026Q2: 23,076 shares 23,076 $1.05M 0.5% -740 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,400 shares; 2024Q4: 21,573 shares; 2025Q1: 21,385 shares; 2025Q2: 20,794 shares; 2025Q3: 20,516 shares; 2025Q4: 20,113 shares; 2026Q1: 18,504 shares; 2026Q2: 18,511 shares 18,511 $1.05M 0.5% +7 Timeline IDMO 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: not reported; 2025Q3: not reported; 2025Q4: 6,050 shares; 2026Q1: 10,592 shares; 2026Q2: 17,312 shares 17,312 $1.04M 0.5% +6,720 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,050 shares; 2024Q4: 15,690 shares; 2025Q1: 19,010 shares; 2025Q2: 22,110 shares; 2025Q3: 23,195 shares; 2025Q4: 26,732 shares; 2026Q1: 27,515 shares; 2026Q2: 30,814 shares 30,814 $1.03M 0.5% +3,299 Timeline VCIT 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: 11,511 shares; 2024Q4: 12,395 shares; 2025Q1: 11,939 shares; 2025Q2: 12,001 shares; 2025Q3: 11,905 shares; 2025Q4: 12,129 shares; 2026Q1: 12,305 shares; 2026Q2: 12,301 shares 12,301 $1.02M 0.49% -4 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: 2,359 shares; 2024Q4: 2,234 shares; 2025Q1: 2,199 shares; 2025Q2: 2,345 shares; 2025Q3: 2,356 shares; 2025Q4: 4,861 shares; 2026Q1: 4,931 shares; 2026Q2: 5,281 shares 5,281 $1.01M 0.48% +350 Timeline VYMI 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: 6,792 shares; 2024Q4: 7,148 shares; 2025Q1: 7,689 shares; 2025Q2: 9,547 shares; 2025Q3: 9,628 shares; 2025Q4: 9,746 shares; 2026Q1: 9,336 shares; 2026Q2: 9,985 shares 9,985 $981K 0.47% +649 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: 3,685 shares; 2024Q4: 3,110 shares; 2025Q1: 3,095 shares; 2025Q2: 3,095 shares; 2025Q3: 3,095 shares; 2025Q4: 2,865 shares; 2026Q1: 2,862 shares; 2026Q2: 2,912 shares 2,912 $953K 0.46% +50 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,125 shares; 2024Q4: 7,138 shares; 2025Q1: 7,139 shares; 2025Q2: 7,011 shares; 2025Q3: 6,637 shares; 2025Q4: 6,487 shares; 2026Q1: 6,302 shares; 2026Q2: 6,152 shares 6,152 $909K 0.44% -150 Timeline FBCG 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: 18,880 shares; 2024Q4: 18,731 shares; 2025Q1: 18,029 shares; 2025Q2: 17,379 shares; 2025Q3: 17,379 shares; 2025Q4: 17,309 shares; 2026Q1: 15,703 shares; 2026Q2: 14,178 shares 14,178 $881K 0.42% -1,525 Timeline IDHQ 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: 15,489 shares; 2024Q4: 15,231 shares; 2025Q1: 15,260 shares; 2025Q2: 15,786 shares; 2025Q3: 17,601 shares; 2025Q4: 17,621 shares; 2026Q1: 17,919 shares; 2026Q2: 19,643 shares 19,643 $859K 0.41% +1,724 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: 3,260 shares; 2024Q4: 3,310 shares; 2025Q1: 3,310 shares; 2025Q2: 2,515 shares; 2025Q3: 2,465 shares; 2025Q4: 2,405 shares; 2026Q1: 2,305 shares; 2026Q2: 2,405 shares 2,405 $850K 0.41% +100 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: 1,507 shares; 2024Q4: 1,564 shares; 2025Q1: 1,580 shares; 2025Q2: 1,599 shares; 2025Q3: 1,667 shares; 2025Q4: 1,616 shares; 2026Q1: 1,624 shares; 2026Q2: 9,624 shares 9,624 $829K 0.4% +8,000 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: 4,345 shares; 2024Q4: 4,351 shares; 2025Q1: 4,357 shares; 2025Q2: 4,507 shares; 2025Q3: 4,361 shares; 2025Q4: 4,304 shares; 2026Q1: 4,226 shares; 2026Q2: 4,130 shares 4,130 $816K 0.39% -96 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,150 shares; 2024Q4: 3,250 shares; 2025Q1: 3,150 shares; 2025Q2: 3,150 shares; 2025Q3: 3,500 shares; 2025Q4: 3,775 shares; 2026Q1: 3,875 shares; 2026Q2: 4,610 shares 4,610 $784K 0.38% +735 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: 3,584 shares; 2024Q4: 2,784 shares; 2025Q1: 2,644 shares; 2025Q2: 2,079 shares; 2025Q3: 2,109 shares; 2025Q4: 2,131 shares; 2026Q1: 2,151 shares; 2026Q2: 2,151 shares 2,151 $769K 0.37% 0 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,577 shares; 2024Q4: 7,882 shares; 2025Q1: 7,682 shares; 2025Q2: 8,332 shares; 2025Q3: 7,535 shares; 2025Q4: 7,536 shares; 2026Q1: 6,724 shares; 2026Q2: 13,445 shares 13,445 $755K 0.36% +6,721 Timeline FALN 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: 8,375 shares; 2025Q4: 19,417 shares; 2026Q1: 24,261 shares; 2026Q2: 27,455 shares 27,455 $748K 0.36% +3,194 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,012 shares; 2024Q4: 982 shares; 2025Q1: 982 shares; 2025Q2: 982 shares; 2025Q3: 982 shares; 2025Q4: 978 shares; 2026Q1: 978 shares; 2026Q2: 978 shares 978 $746K 0.36% 0 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,325 shares; 2024Q4: 13,645 shares; 2025Q1: 13,696 shares; 2025Q2: 13,634 shares; 2025Q3: 12,493 shares; 2025Q4: 11,487 shares; 2026Q1: 9,984 shares; 2026Q2: 9,386 shares 9,386 $742K 0.36% -598 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: 4,063 shares; 2024Q4: 4,225 shares; 2025Q1: 4,398 shares; 2025Q2: 4,489 shares; 2025Q3: 4,128 shares; 2025Q4: 3,877 shares; 2026Q1: 3,999 shares; 2026Q2: 3,877 shares 3,877 $692K 0.33% -122 Timeline XMHQ 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: 7,665 shares; 2024Q4: 7,542 shares; 2025Q1: 7,082 shares; 2025Q2: 7,182 shares; 2025Q3: 6,974 shares; 2025Q4: 6,355 shares; 2026Q1: 5,989 shares; 2026Q2: 5,898 shares 5,898 $666K 0.32% -91 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: 3,942 shares; 2024Q4: 4,042 shares; 2025Q1: 4,315 shares; 2025Q2: 4,599 shares; 2025Q3: 4,769 shares; 2025Q4: 4,372 shares; 2026Q1: 4,375 shares; 2026Q2: 4,032 shares 4,032 $637K 0.31% -343 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,468 shares; 2024Q4: 5,018 shares; 2025Q1: 4,918 shares; 2025Q2: 4,718 shares; 2025Q3: 4,300 shares; 2025Q4: 4,300 shares; 2026Q1: 4,300 shares; 2026Q2: 3,975 shares 3,975 $613K 0.29% -325 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,700 shares; 2024Q4: 5,022 shares; 2025Q1: 4,723 shares; 2025Q2: 5,340 shares; 2025Q3: 5,944 shares; 2025Q4: 5,960 shares; 2026Q1: 8,822 shares; 2026Q2: 11,900 shares 11,900 $607K 0.29% +3,078 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,816 shares; 2024Q4: 10,686 shares; 2025Q1: 7,344 shares; 2025Q2: 7,990 shares; 2025Q3: 8,299 shares; 2025Q4: 9,777 shares; 2026Q1: 9,807 shares; 2026Q2: 11,174 shares 11,174 $594K 0.29% +1,367 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: 4,478 shares; 2024Q4: 4,583 shares; 2025Q1: 4,664 shares; 2025Q2: 4,802 shares; 2025Q3: 3,901 shares; 2025Q4: 3,933 shares; 2026Q1: 3,720 shares; 2026Q2: 3,658 shares 3,658 $580K 0.28% -62 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,512 shares; 2024Q4: 10,312 shares; 2025Q1: 10,743 shares; 2025Q2: 11,714 shares; 2025Q3: 12,774 shares; 2025Q4: 13,374 shares; 2026Q1: 13,423 shares; 2026Q2: 13,540 shares 13,540 $578K 0.28% +117 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,771 shares; 2024Q4: 2,771 shares; 2025Q1: 2,771 shares; 2025Q2: 2,571 shares; 2025Q3: 2,571 shares; 2025Q4: 2,571 shares; 2026Q1: 2,571 shares; 2026Q2: 2,571 shares 2,571 $573K 0.28% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,820 shares; 2026Q2: 5,868 shares 5,868 $567K 0.27% +1,048 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: 3,170 shares; 2024Q4: 2,770 shares; 2025Q1: 2,770 shares; 2025Q2: 2,616 shares; 2025Q3: 2,473 shares; 2025Q4: 2,215 shares; 2026Q1: 2,215 shares; 2026Q2: 2,215 shares 2,215 $563K 0.27% 0 Timeline DIVB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,708 shares; 2024Q4: 7,720 shares; 2025Q1: 8,030 shares; 2025Q2: 7,840 shares; 2025Q3: 7,957 shares; 2025Q4: 7,966 shares; 2026Q1: 7,374 shares; 2026Q2: 8,631 shares 8,631 $532K 0.26% +1,257 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: 4,603 shares; 2024Q4: 4,616 shares; 2025Q1: 4,615 shares; 2025Q2: 4,632 shares; 2025Q3: 4,632 shares; 2025Q4: 4,648 shares; 2026Q1: 4,898 shares; 2026Q2: 5,013 shares 5,013 $521K 0.25% +115 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: 5,289 shares; 2024Q4: 5,646 shares; 2025Q1: 5,869 shares; 2025Q2: 5,944 shares; 2025Q3: 5,354 shares; 2025Q4: 4,633 shares; 2026Q1: 4,486 shares; 2026Q2: 4,423 shares 4,423 $520K 0.25% -63 Timeline MDYV 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: 5,663 shares; 2024Q4: 5,763 shares; 2025Q1: 5,763 shares; 2025Q2: 5,763 shares; 2025Q3: 5,763 shares; 2025Q4: 5,763 shares; 2026Q1: 5,463 shares; 2026Q2: 5,463 shares 5,463 $518K 0.25% 0 Timeline SPDG 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: 8,406 shares; 2024Q4: 10,245 shares; 2025Q1: 10,928 shares; 2025Q2: 12,507 shares; 2025Q3: 12,192 shares; 2025Q4: 11,837 shares; 2026Q1: 11,435 shares; 2026Q2: 10,990 shares 10,990 $509K 0.24% -445 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: 6,980 shares; 2024Q4: 7,778 shares; 2025Q1: 8,253 shares; 2025Q2: 8,913 shares; 2025Q3: 9,779 shares; 2025Q4: 10,126 shares; 2026Q1: 9,625 shares; 2026Q2: 9,418 shares 9,418 $505K 0.24% -207 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,169 shares; 2024Q4: 2,869 shares; 2025Q1: 2,819 shares; 2025Q2: 2,819 shares; 2025Q3: 2,569 shares; 2025Q4: 2,599 shares; 2026Q1: 2,549 shares; 2026Q2: 2,599 shares 2,599 $493K 0.24% +50 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: 6,731 shares; 2024Q4: 5,457 shares; 2025Q1: 5,457 shares; 2025Q2: 5,457 shares; 2025Q3: 4,847 shares; 2025Q4: 4,034 shares; 2026Q1: 4,034 shares; 2026Q2: 4,594 shares 4,594 $475K 0.23% +560 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: 1,824 shares; 2024Q4: 1,779 shares; 2025Q1: 1,779 shares; 2025Q2: 1,779 shares; 2025Q3: 1,779 shares; 2025Q4: 1,738 shares; 2026Q1: 1,680 shares; 2026Q2: 1,688 shares 1,688 $475K 0.23% +8 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: 1,001 shares; 2024Q4: 928 shares; 2025Q1: 928 shares; 2025Q2: 928 shares; 2025Q3: 928 shares; 2025Q4: 928 shares; 2026Q1: 928 shares; 2026Q2: 928 shares 928 $473K 0.23% 0 Timeline FPXI 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: 12,025 shares; 2024Q4: 12,028 shares; 2025Q1: 11,578 shares; 2025Q2: 11,387 shares; 2025Q3: 9,590 shares; 2025Q4: 8,460 shares; 2026Q1: 7,161 shares; 2026Q2: 5,463 shares 5,463 $457K 0.22% -1,698 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,342 shares; 2024Q4: 21,675 shares; 2025Q1: 21,097 shares; 2025Q2: 15,550 shares; 2025Q3: 14,153 shares; 2025Q4: 13,839 shares; 2026Q1: 13,378 shares; 2026Q2: 12,335 shares 12,335 $455K 0.22% -1,043 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: 2,800 shares; 2024Q4: 2,200 shares; 2025Q1: 2,165 shares; 2025Q2: 2,165 shares; 2025Q3: 2,097 shares; 2025Q4: 2,198 shares; 2026Q1: 2,308 shares; 2026Q2: 2,336 shares 2,336 $433K 0.21% +28 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,254 shares; 2025Q4: 12,488 shares; 2026Q1: 12,363 shares; 2026Q2: 12,563 shares 12,563 $425K 0.2% +200 Timeline RWJ 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: 4,965 shares; 2024Q4: 4,965 shares; 2025Q1: not reported; 2025Q2: 4,910 shares; 2025Q3: 5,010 shares; 2025Q4: 5,505 shares; 2026Q1: 5,505 shares; 2026Q2: 7,105 shares 7,105 $423K 0.2% +1,600 Timeline IMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,900 shares; 2026Q2: 12,100 shares 12,100 $416K 0.2% +200 Timeline VIGI 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: 3,927 shares; 2024Q4: 3,947 shares; 2025Q1: 4,366 shares; 2025Q2: 4,393 shares; 2025Q3: 4,396 shares; 2025Q4: 4,400 shares; 2026Q1: 4,404 shares; 2026Q2: 4,399 shares 4,399 $411K 0.2% -5 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,627 shares; 2024Q4: 4,627 shares; 2025Q1: 4,227 shares; 2025Q2: 4,227 shares; 2025Q3: 4,227 shares; 2025Q4: 4,227 shares; 2026Q1: 4,227 shares; 2026Q2: 4,227 shares 4,227 $405K 0.19% 0 Timeline SLYG 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: 3,777 shares; 2024Q4: 3,747 shares; 2025Q1: 3,858 shares; 2025Q2: 4,031 shares; 2025Q3: 3,906 shares; 2025Q4: 3,686 shares; 2026Q1: 3,686 shares; 2026Q2: 3,386 shares 3,386 $403K 0.19% -300 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,540 shares; 2026Q2: 8,582 shares 8,582 $402K 0.19% +2,042 Timeline SJNK 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: 11,124 shares; 2025Q3: 13,301 shares; 2025Q4: 17,349 shares; 2026Q1: 16,233 shares; 2026Q2: 15,799 shares 15,799 $395K 0.19% -434 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,636 shares; 2024Q4: 4,027 shares; 2025Q1: 3,927 shares; 2025Q2: 3,927 shares; 2025Q3: 4,092 shares; 2025Q4: 8,184 shares; 2026Q1: 7,948 shares; 2026Q2: 7,679 shares 7,679 $390K 0.19% -269 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: 788 shares; 2024Q4: 773 shares; 2025Q1: 759 shares; 2025Q2: 759 shares; 2025Q3: 759 shares; 2025Q4: 759 shares; 2026Q1: 759 shares; 2026Q2: 775 shares 775 $388K 0.19% +16 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,250 shares; 2025Q2: 6,324 shares; 2025Q3: 7,018 shares; 2025Q4: 7,578 shares; 2026Q1: 7,578 shares; 2026Q2: 7,614 shares 7,614 $384K 0.18% +36 Timeline VV 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: 1,360 shares; 2024Q4: 1,360 shares; 2025Q1: 1,360 shares; 2025Q2: 1,360 shares; 2025Q3: 1,360 shares; 2025Q4: 1,260 shares; 2026Q1: 1,200 shares; 2026Q2: 1,100 shares 1,100 $378K 0.18% -100 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,560 shares; 2024Q4: 5,938 shares; 2025Q1: 5,938 shares; 2025Q2: 5,938 shares; 2025Q3: 5,938 shares; 2025Q4: 6,892 shares; 2026Q1: 6,892 shares; 2026Q2: 7,392 shares 7,392 $374K 0.18% +500 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 991 shares; 2024Q4: 991 shares; 2025Q1: 991 shares; 2025Q2: 991 shares; 2025Q3: 991 shares; 2025Q4: 996 shares; 2026Q1: 996 shares; 2026Q2: 1,183 shares 1,183 $373K 0.18% +187 Timeline DSTL ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,900 shares; 2024Q4: 6,200 shares; 2025Q1: 6,200 shares; 2025Q2: 6,900 shares; 2025Q3: 6,900 shares; 2025Q4: 7,000 shares; 2026Q1: 6,000 shares; 2026Q2: 6,000 shares 6,000 $359K 0.17% 0 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,286 shares; 2025Q2: 3,239 shares; 2025Q3: 2,278 shares; 2025Q4: 2,278 shares; 2026Q1: 2,059 shares; 2026Q2: 2,059 shares 2,059 $357K 0.17% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,502 shares; 2024Q4: 1,302 shares; 2025Q1: 1,302 shares; 2025Q2: 1,302 shares; 2025Q3: 1,302 shares; 2025Q4: 1,315 shares; 2026Q1: 1,315 shares; 2026Q2: 1,315 shares 1,315 $356K 0.17% 0 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,640 shares; 2024Q4: 1,040 shares; 2025Q1: not reported; 2025Q2: 940 shares; 2025Q3: 890 shares; 2025Q4: 943 shares; 2026Q1: 903 shares; 2026Q2: 893 shares 893 $337K 0.16% -10 Timeline HFSI HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,950 shares; 2026Q1: 9,950 shares; 2026Q2: 9,466 shares 9,466 $333K 0.16% -484 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,821 shares; 2024Q4: 5,634 shares; 2025Q1: 5,645 shares; 2025Q2: 5,449 shares; 2025Q3: 5,454 shares; 2025Q4: 5,465 shares; 2026Q1: 5,473 shares; 2026Q2: 5,482 shares 5,482 $331K 0.16% +9 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,172 shares; 2025Q3: 8,343 shares; 2025Q4: 10,686 shares; 2026Q1: 11,176 shares; 2026Q2: 11,246 shares 11,246 $329K 0.16% +70 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: 2,459 shares; 2024Q4: 1,860 shares; 2025Q1: 1,860 shares; 2025Q2: 1,860 shares; 2025Q3: 1,860 shares; 2025Q4: 1,860 shares; 2026Q1: 1,860 shares; 2026Q2: 1,960 shares 1,960 $325K 0.16% +100 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,670 shares; 2024Q4: 4,708 shares; 2025Q1: 4,747 shares; 2025Q2: 4,583 shares; 2025Q3: 4,618 shares; 2025Q4: 4,656 shares; 2026Q1: 4,698 shares; 2026Q2: 4,735 shares 4,735 $323K 0.16% +37 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: not reported; 2024Q4: not reported; 2025Q1: 4,188 shares; 2025Q2: 4,188 shares; 2025Q3: 4,453 shares; 2025Q4: 4,524 shares; 2026Q1: 4,524 shares; 2026Q2: 4,528 shares 4,528 $323K 0.16% +4 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,500 shares; 2025Q3: 1,700 shares; 2025Q4: 1,800 shares; 2026Q1: 1,800 shares; 2026Q2: 1,800 shares 1,800 $318K 0.15% 0 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,519 shares 4,519 $310K 0.15% new Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,993 shares; 2026Q1: not reported; 2026Q2: 3,443 shares 3,443 $309K 0.15% new 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: 5,067 shares; 2024Q4: 5,069 shares; 2025Q1: 5,070 shares; 2025Q2: 5,072 shares; 2025Q3: 4,672 shares; 2025Q4: 4,474 shares; 2026Q1: 3,974 shares; 2026Q2: 3,675 shares 3,675 $302K 0.15% -299 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: 575 shares; 2024Q4: 575 shares; 2025Q1: 575 shares; 2025Q2: 575 shares; 2025Q3: 575 shares; 2025Q4: 575 shares; 2026Q1: 575 shares; 2026Q2: 575 shares 575 $300K 0.14% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,159 shares; 2024Q4: not reported; 2025Q1: 2,168 shares; 2025Q2: 2,172 shares; 2025Q3: 2,177 shares; 2025Q4: 2,181 shares; 2026Q1: 2,185 shares; 2026Q2: 2,189 shares 2,189 $299K 0.14% +4 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,681 shares; 2025Q4: 5,364 shares; 2026Q1: 5,622 shares; 2026Q2: 5,624 shares 5,624 $299K 0.14% +2 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,402 shares; 2025Q4: 1,423 shares; 2026Q1: 1,423 shares; 2026Q2: 1,423 shares 1,423 $297K 0.14% 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: 6,100 shares; 2024Q4: 5,350 shares; 2025Q1: 5,351 shares; 2025Q2: 5,353 shares; 2025Q3: 5,351 shares; 2025Q4: 5,151 shares; 2026Q1: 5,151 shares; 2026Q2: 5,151 shares 5,151 $293K 0.14% 0 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,712 shares; 2026Q2: 5,789 shares 5,789 $293K 0.14% +1,077 Timeline XMLV 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: 4,612 shares; 2024Q4: 4,511 shares; 2025Q1: 4,511 shares; 2025Q2: 4,511 shares; 2025Q3: 4,411 shares; 2025Q4: 4,411 shares; 2026Q1: 4,411 shares; 2026Q2: 4,411 shares 4,411 $293K 0.14% 0 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,485 shares; 2024Q4: 5,485 shares; 2025Q1: 5,485 shares; 2025Q2: 5,485 shares; 2025Q3: 5,485 shares; 2025Q4: 5,010 shares; 2026Q1: 4,560 shares; 2026Q2: 4,560 shares 4,560 $285K 0.14% 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: 1,147 shares; 2024Q4: 1,137 shares; 2025Q1: 1,137 shares; 2025Q2: 1,105 shares; 2025Q3: 1,105 shares; 2025Q4: 1,122 shares; 2026Q1: 1,122 shares; 2026Q2: 1,122 shares 1,122 $282K 0.14% 0 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,427 shares; 2026Q2: 4,478 shares 4,478 $275K 0.13% +51 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,116 shares; 2024Q4: not reported; 2025Q1: 3,217 shares; 2025Q2: 3,217 shares; 2025Q3: 3,218 shares; 2025Q4: 3,265 shares; 2026Q1: 3,215 shares; 2026Q2: 3,365 shares 3,365 $273K 0.13% +150 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: 600 shares; 2025Q2: 600 shares; 2025Q3: 824 shares; 2025Q4: 813 shares; 2026Q1: 813 shares; 2026Q2: 788 shares 788 $270K 0.13% -25 Timeline XAR 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: 980 shares; 2025Q3: 980 shares; 2025Q4: 950 shares; 2026Q1: 950 shares; 2026Q2: 950 shares 950 $270K 0.13% 0 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,302 shares; 2024Q4: 3,002 shares; 2025Q1: 3,002 shares; 2025Q2: 3,002 shares; 2025Q3: 3,002 shares; 2025Q4: 3,044 shares; 2026Q1: 3,044 shares; 2026Q2: 3,044 shares 3,044 $267K 0.13% 0 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,330 shares; 2024Q4: 1,855 shares; 2025Q1: 1,855 shares; 2025Q2: 1,855 shares; 2025Q3: 1,755 shares; 2025Q4: 1,755 shares; 2026Q1: 1,705 shares; 2026Q2: 1,805 shares 1,805 $265K 0.13% +100 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: 3,644 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,199 shares; 2025Q4: 1,301 shares; 2026Q1: 1,249 shares; 2026Q2: 1,249 shares 1,249 $250K 0.12% 0 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,775 shares; 2025Q4: 4,060 shares; 2026Q1: not reported; 2026Q2: 3,960 shares 3,960 $248K 0.12% new Timeline AGGY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,148 shares; 2024Q4: 7,315 shares; 2025Q1: 5,951 shares; 2025Q2: 6,018 shares; 2025Q3: 5,774 shares; 2025Q4: 5,832 shares; 2026Q1: 5,886 shares; 2026Q2: 5,693 shares 5,693 $248K 0.12% -193 Timeline WCBR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,670 shares 6,670 $242K 0.12% new Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,206 shares; 2024Q4: 1,956 shares; 2025Q1: 1,956 shares; 2025Q2: 1,956 shares; 2025Q3: 1,956 shares; 2025Q4: 1,908 shares; 2026Q1: 1,908 shares; 2026Q2: 1,908 shares 1,908 $242K 0.12% 0 Timeline SCHY 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: 7,165 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,170 shares 7,170 $228K 0.11% new 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: 2,119 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 458 shares; 2025Q4: 458 shares; 2026Q1: not reported; 2026Q2: 1,832 shares 1,832 $227K 0.11% new Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 661 shares; 2026Q1: 661 shares; 2026Q2: 661 shares 661 $225K 0.11% 0 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,100 shares; 2025Q1: 2,100 shares; 2025Q2: 2,100 shares; 2025Q3: 2,100 shares; 2025Q4: 2,100 shares; 2026Q1: 2,100 shares; 2026Q2: 2,100 shares 2,100 $225K 0.11% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 662 shares 662 $219K 0.11% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,849 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,576 shares 1,576 $215K 0.1% new Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,216 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,288 shares 4,288 $212K 0.1% new Timeline JMHI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,147 shares 4,147 $210K 0.1% new Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,618 shares; 2025Q1: 2,618 shares; 2025Q2: 2,622 shares; 2025Q3: 2,627 shares; 2025Q4: 2,631 shares; 2026Q1: 2,360 shares; 2026Q2: 2,263 shares 2,263 $207K 0.1% -97 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,895 shares; 2024Q4: 1,395 shares; 2025Q1: not reported; 2025Q2: 1,395 shares; 2025Q3: 1,395 shares; 2025Q4: 1,433 shares; 2026Q1: 1,433 shares; 2026Q2: 1,383 shares 1,383 $203K 0.1% -50 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,930 shares; 2026Q1: not reported; 2026Q2: 2,769 shares 2,769 $202K 0.1% new Timeline