BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,260,706 shares; 2024Q4: 1,074,255 shares; 2025Q1: 1,013,320 shares; 2025Q2: 1,062,106 shares; 2025Q3: 1,007,902 shares; 2025Q4: 1,015,060 shares; 2026Q1: 1,049,887 shares; 2026Q2: 1,040,780 shares 1,040,780 $38M 5.98% -9,107 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 167,373 shares; 2026Q1: 370,039 shares; 2026Q2: 291,854 shares 291,854 $29.4M 4.62% -78,185 Timeline FLRN 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: 79,655 shares; 2025Q1: 839,993 shares; 2025Q2: 1,057,565 shares; 2025Q3: 1,110,303 shares; 2025Q4: 768,929 shares; 2026Q1: 561,332 shares; 2026Q2: 796,500 shares 796,500 $24.6M 3.87% +235,168 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: 47,165 shares; 2024Q4: 59,931 shares; 2025Q1: 34,287 shares; 2025Q2: 40,328 shares; 2025Q3: 44,203 shares; 2025Q4: 78,787 shares; 2026Q1: 75,991 shares; 2026Q2: 66,053 shares 66,053 $19.1M 3.01% -9,938 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: 1,066 shares; 2024Q4: 1,067 shares; 2025Q1: 1,015 shares; 2025Q2: 1,017 shares; 2025Q3: 1,119 shares; 2025Q4: 1,078 shares; 2026Q1: 7,809 shares; 2026Q2: 18,751 shares 18,751 $14M 2.21% +10,942 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,145 shares; 2024Q4: 20,829 shares; 2025Q1: 20,010 shares; 2025Q2: 1,515 shares; 2025Q3: 19,406 shares; 2025Q4: 1,511 shares; 2026Q1: 1,521 shares; 2026Q2: 18,489 shares 18,489 $13.8M 2.17% +16,968 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 425,192 shares; 2024Q4: 420,872 shares; 2025Q1: 311,483 shares; 2025Q2: 418,721 shares; 2025Q3: 456,523 shares; 2025Q4: 445,880 shares; 2026Q1: 442,487 shares; 2026Q2: 395,577 shares 395,577 $11.8M 1.85% -46,910 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: 58,719 shares; 2024Q4: 68,963 shares; 2025Q1: 54,236 shares; 2025Q2: 50,577 shares; 2025Q3: 75,444 shares; 2025Q4: 86,544 shares; 2026Q1: 51,645 shares; 2026Q2: 53,310 shares 53,310 $10.7M 1.68% +1,665 Timeline GOVT 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: 371,787 shares 371,787 $8.47M 1.33% new Timeline SYSB 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: 93,640 shares 93,640 $8.31M 1.31% new Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 26,709 shares; 2025Q1: 54,006 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,725 shares; 2026Q1: 123,709 shares; 2026Q2: 141,848 shares 141,848 $8.17M 1.29% +18,139 Timeline MSTB 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: 146,779 shares; 2024Q4: 144,546 shares; 2025Q1: 142,047 shares; 2025Q2: 137,114 shares; 2025Q3: 608,963 shares; 2025Q4: 322,308 shares; 2026Q1: 181,745 shares; 2026Q2: 186,273 shares 186,273 $7.99M 1.26% +4,528 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: 110,529 shares; 2024Q4: 89,717 shares; 2025Q1: 90,134 shares; 2025Q2: 101,173 shares; 2025Q3: 116,690 shares; 2025Q4: 121,285 shares; 2026Q1: 126,255 shares; 2026Q2: 127,319 shares 127,319 $7.83M 1.23% +1,064 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,238 shares; 2024Q4: 945 shares; 2025Q1: 935 shares; 2025Q2: 500 shares; 2025Q3: 492 shares; 2025Q4: 757 shares; 2026Q1: 5,099 shares; 2026Q2: 6,415 shares 6,415 $7.7M 1.21% +1,316 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 115,568 shares; 2026Q2: 113,015 shares 113,015 $7.69M 1.21% -2,553 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 55,960 shares; 2026Q2: 53,823 shares 53,823 $7.4M 1.16% -2,137 Timeline GGOV 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 141,035 shares 141,035 $7.09M 1.12% new Timeline BSCQ 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: 292,467 shares; 2026Q1: 337,543 shares; 2026Q2: 356,227 shares 356,227 $6.96M 1.09% +18,684 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 132,518 shares 132,518 $6.94M 1.09% new Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 95,633 shares; 2026Q2: 110,087 shares 110,087 $6.69M 1.05% +14,454 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 953 shares; 2024Q4: 965 shares; 2025Q1: 1,775 shares; 2025Q2: 1,522 shares; 2025Q3: 1,445 shares; 2025Q4: 2,043 shares; 2026Q1: 6,089 shares; 2026Q2: 7,030 shares 7,030 $6.58M 1.03% +941 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,053 shares; 2024Q4: 3,738 shares; 2025Q1: 3,002 shares; 2025Q2: 3,180 shares; 2025Q3: 2,786 shares; 2025Q4: 3,083 shares; 2026Q1: 2,290 shares; 2026Q2: 17,878 shares 17,878 $6.47M 1.02% +15,588 Timeline GMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 307,496 shares; 2024Q4: 140,320 shares; 2025Q1: 143,543 shares; 2025Q2: 146,087 shares; 2025Q3: 133,397 shares; 2025Q4: 136,619 shares; 2026Q1: 144,180 shares; 2026Q2: 149,502 shares 149,502 $6.43M 1.01% +5,322 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,504 shares; 2024Q4: 4,960 shares; 2025Q1: 1,369 shares; 2025Q2: 2,081 shares; 2025Q3: 2,704 shares; 2025Q4: 3,090 shares; 2026Q1: 6,911 shares; 2026Q2: 5,933 shares 5,933 $6.32M 0.99% -978 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 60,303 shares; 2026Q2: 81,600 shares 81,600 $6.21M 0.98% +21,297 Timeline GAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 309,957 shares; 2024Q4: 140,225 shares; 2025Q1: 138,859 shares; 2025Q2: 141,703 shares; 2025Q3: 129,530 shares; 2025Q4: 134,654 shares; 2026Q1: 144,309 shares; 2026Q2: 149,372 shares 149,372 $6.19M 0.97% +5,063 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: 80,910 shares; 2024Q4: 86,955 shares; 2025Q1: 89,899 shares; 2025Q2: 100,190 shares; 2025Q3: 119,770 shares; 2025Q4: 126,512 shares; 2026Q1: 131,024 shares; 2026Q2: 107,221 shares 107,221 $6.06M 0.95% -23,803 Timeline GNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 124,307 shares; 2024Q4: 129,874 shares; 2025Q1: 131,402 shares; 2025Q2: 134,951 shares; 2025Q3: 125,218 shares; 2025Q4: 131,378 shares; 2026Q1: 139,720 shares; 2026Q2: 144,262 shares 144,262 $6.03M 0.95% +4,542 Timeline GFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 119,618 shares; 2024Q4: 124,283 shares; 2025Q1: 124,706 shares; 2025Q2: 127,237 shares; 2025Q3: 118,117 shares; 2025Q4: 124,426 shares; 2026Q1: 132,733 shares; 2026Q2: 136,931 shares 136,931 $6.03M 0.95% +4,198 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,157 shares 9,157 $5.81M 0.91% new 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: 138,839 shares; 2025Q2: 71,923 shares; 2025Q3: 97,443 shares; 2025Q4: 116,718 shares; 2026Q1: 132,068 shares; 2026Q2: 166,901 shares 166,901 $5.65M 0.89% +34,833 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 127,790 shares; 2026Q2: 149,442 shares 149,442 $5.47M 0.86% +21,652 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,157 shares 16,157 $5.41M 0.85% new Timeline KNG 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: 79,018 shares; 2024Q4: 77,658 shares; 2025Q1: 79,382 shares; 2025Q2: 83,008 shares; 2025Q3: 88,692 shares; 2025Q4: 95,855 shares; 2026Q1: 98,779 shares; 2026Q2: 106,157 shares 106,157 $5.36M 0.84% +7,378 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,074 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,090 shares 7,090 $5.11M 0.8% new Timeline BSJQ 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: 168,676 shares; 2026Q1: 206,116 shares; 2026Q2: 221,775 shares 221,775 $5.09M 0.8% +15,659 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 36,847 shares 36,847 $4.99M 0.79% new Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,473 shares; 2025Q1: 15,465 shares; 2025Q2: 24,157 shares; 2025Q3: 35,148 shares; 2025Q4: 42,558 shares; 2026Q1: 62,687 shares; 2026Q2: 92,873 shares 92,873 $4.93M 0.78% +30,186 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,051 shares; 2024Q4: 46,490 shares; 2025Q1: 35,294 shares; 2025Q2: 2,790 shares; 2025Q3: 32,423 shares; 2025Q4: 5,265 shares; 2026Q1: 4,470 shares; 2026Q2: 72,896 shares 72,896 $4.91M 0.77% +68,426 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: 33,880 shares; 2024Q4: 35,691 shares; 2025Q1: 32,428 shares; 2025Q2: 33,276 shares; 2025Q3: 34,564 shares; 2025Q4: 41,424 shares; 2026Q1: 44,618 shares; 2026Q2: 47,495 shares 47,495 $4.79M 0.75% +2,877 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 681 shares; 2024Q4: 668 shares; 2025Q1: 692 shares; 2025Q2: not reported; 2025Q3: 6,860 shares; 2025Q4: 8,309 shares; 2026Q1: 9,128 shares; 2026Q2: 10,910 shares 10,910 $4.53M 0.71% +1,782 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: 3,235 shares; 2024Q4: 4,507 shares; 2025Q1: 5,880 shares; 2025Q2: 14,418 shares; 2025Q3: 33,994 shares; 2025Q4: 20,548 shares; 2026Q1: 5,859 shares; 2026Q2: 6,095 shares 6,095 $4.49M 0.71% +236 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 43,300 shares 43,300 $4.42M 0.7% new Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,564 shares; 2025Q3: not reported; 2025Q4: 33,889 shares; 2026Q1: 38,924 shares; 2026Q2: 59,252 shares 59,252 $4.26M 0.67% +20,328 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 86,310 shares; 2026Q2: 78,515 shares 78,515 $4.14M 0.65% -7,795 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 27,689 shares 27,689 $4.06M 0.64% new Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,674 shares; 2024Q4: 9,656 shares; 2025Q1: 15,654 shares; 2025Q2: 18,849 shares; 2025Q3: 12,703 shares; 2025Q4: 33,046 shares; 2026Q1: 11,388 shares; 2026Q2: 6,950 shares 6,950 $4.04M 0.64% -4,438 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,695 shares; 2024Q4: 27,343 shares; 2025Q1: 27,568 shares; 2025Q2: 28,255 shares; 2025Q3: 29,386 shares; 2025Q4: 32,565 shares; 2026Q1: 34,211 shares; 2026Q2: 36,443 shares 36,443 $4.02M 0.63% +2,232 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,229 shares; 2025Q4: 10,979 shares; 2026Q1: 34,565 shares; 2026Q2: 69,054 shares 69,054 $3.92M 0.62% +34,489 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: 2,912 shares; 2024Q4: 7,166 shares; 2025Q1: 4,960 shares; 2025Q2: 7,005 shares; 2025Q3: 13,432 shares; 2025Q4: 8,065 shares; 2026Q1: 9,698 shares; 2026Q2: 11,378 shares 11,378 $3.9M 0.61% +1,680 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: 8,727 shares; 2024Q4: 8,626 shares; 2025Q1: 9,557 shares; 2025Q2: 16,946 shares; 2025Q3: 8,424 shares; 2025Q4: 23,097 shares; 2026Q1: 9,764 shares; 2026Q2: 10,371 shares 10,371 $3.87M 0.61% +607 Timeline IALT BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 136,206 shares 136,206 $3.82M 0.6% new Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,563 shares; 2024Q4: 6,992 shares; 2025Q1: 8,736 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 31,204 shares 31,204 $3.8M 0.6% new Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 103,572 shares; 2024Q4: 111,398 shares; 2025Q1: 111,530 shares; 2025Q2: 110,095 shares; 2025Q3: 108,652 shares; 2025Q4: 108,511 shares; 2026Q1: 107,041 shares; 2026Q2: 105,587 shares 105,587 $3.62M 0.57% -1,454 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 106,516 shares; 2024Q4: 45,612 shares; 2025Q1: 42,406 shares; 2025Q2: 42,962 shares; 2025Q3: 42,049 shares; 2025Q4: 40,288 shares; 2026Q1: 40,207 shares; 2026Q2: 39,045 shares 39,045 $3.6M 0.57% -1,162 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 42,290 shares; 2025Q1: 17,970 shares; 2025Q2: 15,037 shares; 2025Q3: 15,695 shares; 2025Q4: 14,987 shares; 2026Q1: 18,153 shares; 2026Q2: 19,705 shares 19,705 $3.35M 0.53% +1,552 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,051 shares; 2024Q4: 6,536 shares; 2025Q1: 9,945 shares; 2025Q2: 9,178 shares; 2025Q3: 6,967 shares; 2025Q4: 8,139 shares; 2026Q1: 7,482 shares; 2026Q2: 7,950 shares 7,950 $3.34M 0.53% +468 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: not reported; 2025Q4: not reported; 2026Q1: 24,440 shares; 2026Q2: 20,696 shares 20,696 $3.34M 0.53% -3,744 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 934 shares; 2026Q1: 2,782 shares; 2026Q2: 2,800 shares 2,800 $3.23M 0.51% +18 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 52,971 shares; 2026Q2: 62,995 shares 62,995 $3.17M 0.5% +10,024 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: 8,571 shares; 2024Q4: 13,230 shares; 2025Q1: 4,596 shares; 2025Q2: 6,463 shares; 2025Q3: 7,673 shares; 2025Q4: 7,714 shares; 2026Q1: 8,211 shares; 2026Q2: 11,240 shares 11,240 $3.16M 0.5% +3,029 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,811 shares; 2025Q3: 9,411 shares; 2025Q4: not reported; 2026Q1: 8,795 shares; 2026Q2: 12,045 shares 12,045 $3.08M 0.49% +3,250 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19,740 shares 19,740 $3.08M 0.48% new Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,077 shares; 2024Q4: 95,784 shares; 2025Q1: 30,983 shares; 2025Q2: 15,153 shares; 2025Q3: 23,192 shares; 2025Q4: 17,920 shares; 2026Q1: 22,671 shares; 2026Q2: 31,694 shares 31,694 $3.05M 0.48% +9,023 Timeline UDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 96,064 shares; 2024Q4: 95,925 shares; 2025Q1: 88,554 shares; 2025Q2: 85,322 shares; 2025Q3: 85,273 shares; 2025Q4: 81,225 shares; 2026Q1: 75,699 shares; 2026Q2: 72,820 shares 72,820 $3.04M 0.48% -2,879 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 835,749 shares; 2025Q4: 317,934 shares; 2026Q1: 109,870 shares; 2026Q2: 108,745 shares 108,745 $3.01M 0.47% -1,125 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,766 shares; 2025Q3: 14,058 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 25,514 shares 25,514 $2.91M 0.46% new 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: 18,448 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,323 shares; 2025Q3: 16,935 shares; 2025Q4: 16,635 shares; 2026Q1: 21,118 shares; 2026Q2: 24,690 shares 24,690 $2.9M 0.46% +3,572 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 42,087 shares 42,087 $2.79M 0.44% new Timeline SHLD 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: 37,296 shares; 2026Q2: 45,868 shares 45,868 $2.74M 0.43% +8,572 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: 8,483 shares; 2024Q4: 7,431 shares; 2025Q1: 18,779 shares; 2025Q2: 6,662 shares; 2025Q3: 18,685 shares; 2025Q4: 30,339 shares; 2026Q1: 6,420 shares; 2026Q2: 8,308 shares 8,308 $2.72M 0.43% +1,888 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: 40,529 shares; 2024Q4: 63,517 shares; 2025Q1: 17,691 shares; 2025Q2: 16,160 shares; 2025Q3: 7,365 shares; 2025Q4: 5,405 shares; 2026Q1: 49,480 shares; 2026Q2: 63,359 shares 63,359 $2.68M 0.42% +13,879 Timeline HELO 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: 46,231 shares; 2025Q2: 19,200 shares; 2025Q3: 26,658 shares; 2025Q4: 33,574 shares; 2026Q1: 36,407 shares; 2026Q2: 39,582 shares 39,582 $2.67M 0.42% +3,175 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: 57,657 shares; 2024Q4: 33,041 shares; 2025Q1: 30,819 shares; 2025Q2: 24,268 shares; 2025Q3: 18,378 shares; 2025Q4: 60,551 shares; 2026Q1: 17,687 shares; 2026Q2: 22,465 shares 22,465 $2.62M 0.41% +4,778 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 187,543 shares 187,543 $2.48M 0.39% new Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 77,753 shares; 2026Q2: 56,002 shares 56,002 $2.41M 0.38% -21,751 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,969 shares; 2024Q4: 65,742 shares; 2025Q1: 61,079 shares; 2025Q2: 58,632 shares; 2025Q3: 58,461 shares; 2025Q4: 55,852 shares; 2026Q1: 52,480 shares; 2026Q2: 50,632 shares 50,632 $2.32M 0.37% -1,848 Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,981 shares; 2024Q4: 49,073 shares; 2025Q1: 49,317 shares; 2025Q2: 48,599 shares; 2025Q3: 46,580 shares; 2025Q4: 45,319 shares; 2026Q1: 44,700 shares; 2026Q2: 43,934 shares 43,934 $2.31M 0.36% -766 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,556 shares; 2024Q4: 68,045 shares; 2025Q1: 68,366 shares; 2025Q2: 67,307 shares; 2025Q3: 64,956 shares; 2025Q4: 59,937 shares; 2026Q1: 59,634 shares; 2026Q2: 58,608 shares 58,608 $2.26M 0.36% -1,026 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: 5,661 shares; 2024Q4: 3,033 shares; 2025Q1: not reported; 2025Q2: 3,784 shares; 2025Q3: 4,457 shares; 2025Q4: 4,707 shares; 2026Q1: 9,228 shares; 2026Q2: 16,957 shares 16,957 $2.18M 0.34% +7,729 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: 10,738 shares; 2024Q4: 11,455 shares; 2025Q1: 25,183 shares; 2025Q2: 22,567 shares; 2025Q3: 6,684 shares; 2025Q4: 5,395 shares; 2026Q1: 11,856 shares; 2026Q2: 5,696 shares 5,696 $2.1M 0.33% -6,160 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,527 shares; 2025Q1: 3,863 shares; 2025Q2: 4,090 shares; 2025Q3: 3,131 shares; 2025Q4: 3,724 shares; 2026Q1: 3,257 shares; 2026Q2: 3,178 shares 3,178 $2.08M 0.33% -79 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,248 shares; 2024Q4: 10,881 shares; 2025Q1: 3,687 shares; 2025Q2: 3,273 shares; 2025Q3: 3,047 shares; 2025Q4: not reported; 2026Q1: 14,235 shares; 2026Q2: 2,849 shares 2,849 $2.06M 0.32% -11,386 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: 43,284 shares; 2024Q4: 42,490 shares; 2025Q1: 62,215 shares; 2025Q2: 75,897 shares; 2025Q3: 74,638 shares; 2025Q4: 73,092 shares; 2026Q1: 76,621 shares; 2026Q2: 76,745 shares 76,745 $2.04M 0.32% +124 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 76,885 shares; 2025Q1: 13,233 shares; 2025Q2: 13,443 shares; 2025Q3: not reported; 2025Q4: 16,046 shares; 2026Q1: 14,104 shares; 2026Q2: 4,692 shares 4,692 $2.03M 0.32% -9,412 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: 1,485 shares; 2024Q4: 1,485 shares; 2025Q1: 1,486 shares; 2025Q2: 5,403 shares; 2025Q3: 5,439 shares; 2025Q4: 5,439 shares; 2026Q1: 5,439 shares; 2026Q2: 5,472 shares 5,472 $2.03M 0.32% +33 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: not reported; 2024Q4: 11,460 shares; 2025Q1: 11,403 shares; 2025Q2: 11,403 shares; 2025Q3: 11,931 shares; 2025Q4: not reported; 2026Q1: 19,507 shares; 2026Q2: 61,939 shares 61,939 $1.96M 0.31% +42,432 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: 6,136 shares; 2024Q4: 7,675 shares; 2025Q1: 8,273 shares; 2025Q2: 8,507 shares; 2025Q3: 6,907 shares; 2025Q4: 26,001 shares; 2026Q1: 26,258 shares; 2026Q2: 6,977 shares 6,977 $1.76M 0.28% -19,281 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,539 shares; 2024Q4: 24,642 shares; 2025Q1: 15,826 shares; 2025Q2: 2,785 shares; 2025Q3: 3,265 shares; 2025Q4: 3,074 shares; 2026Q1: 4,137 shares; 2026Q2: 4,889 shares 4,889 $1.65M 0.26% +752 Timeline RDVI 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: 106,749 shares; 2024Q4: 50,065 shares; 2025Q1: 27,231 shares; 2025Q2: 40,171 shares; 2025Q3: 69,469 shares; 2025Q4: 69,346 shares; 2026Q1: 71,558 shares; 2026Q2: 56,054 shares 56,054 $1.65M 0.26% -15,504 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,573 shares; 2024Q4: 20,125 shares; 2025Q1: 34,243 shares; 2025Q2: 34,039 shares; 2025Q3: 32,635 shares; 2025Q4: 32,135 shares; 2026Q1: 31,952 shares; 2026Q2: 32,354 shares 32,354 $1.61M 0.25% +402 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,949 shares; 2024Q4: 32,777 shares; 2025Q1: 8,476 shares; 2025Q2: 7,951 shares; 2025Q3: 73,792 shares; 2025Q4: 31,677 shares; 2026Q1: 88,303 shares; 2026Q2: 29,389 shares 29,389 $1.6M 0.25% -58,914 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35,494 shares; 2026Q2: 16,521 shares 16,521 $1.59M 0.25% -18,973 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,207 shares 3,207 $1.55M 0.24% new Timeline LNTH LANTHEUS HLDGS INC More: the full row for LANTHEUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,860 shares; 2025Q4: 20,172 shares; 2026Q1: 19,033 shares; 2026Q2: 13,860 shares 13,860 $1.54M 0.24% -5,173 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH 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: 5,873 shares; 2026Q2: 6,465 shares 6,465 $1.54M 0.24% +592 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: 3,651 shares; 2024Q4: 2,659 shares; 2025Q1: 2,759 shares; 2025Q2: 2,617 shares; 2025Q3: 2,616 shares; 2025Q4: 3,010 shares; 2026Q1: 3,009 shares; 2026Q2: 3,008 shares 3,008 $1.51M 0.24% -1 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: 2 shares; 2025Q2: 1 shares; 2025Q3: 2 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 2 shares 2 $1.5M 0.24% +1 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,798 shares; 2024Q4: 21,289 shares; 2025Q1: 54,659 shares; 2025Q2: 15,196 shares; 2025Q3: 12,376 shares; 2025Q4: 61,590 shares; 2026Q1: 12,567 shares; 2026Q2: 13,154 shares 13,154 $1.49M 0.23% +587 Timeline OVL LISTED FDS TR More: the full row for LISTED FDS 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: 25,133 shares 25,133 $1.42M 0.22% new Timeline HYS 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: 4,326 shares; 2024Q4: 4,205 shares; 2025Q1: 42,589 shares; 2025Q2: 9,938 shares; 2025Q3: 11,451 shares; 2025Q4: 12,996 shares; 2026Q1: 13,989 shares; 2026Q2: 15,200 shares 15,200 $1.42M 0.22% +1,211 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,558 shares; 2024Q4: 4,033 shares; 2025Q1: 3,845 shares; 2025Q2: 3,280 shares; 2025Q3: 2,937 shares; 2025Q4: 3,637 shares; 2026Q1: 2,456 shares; 2026Q2: 2,756 shares 2,756 $1.4M 0.22% +300 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40,745 shares; 2025Q2: 6,475 shares; 2025Q3: 8,297 shares; 2025Q4: 8,966 shares; 2026Q1: 25,659 shares; 2026Q2: 18,395 shares 18,395 $1.39M 0.22% -7,264 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: 3,049 shares; 2024Q4: 3,141 shares; 2025Q1: 1,903 shares; 2025Q2: 3,645 shares; 2025Q3: 3,382 shares; 2025Q4: 8,128 shares; 2026Q1: 5,357 shares; 2026Q2: 7,258 shares 7,258 $1.38M 0.22% +1,901 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,548 shares; 2025Q3: 2,578 shares; 2025Q4: 3,139 shares; 2026Q1: 1,975 shares; 2026Q2: 2,714 shares 2,714 $1.35M 0.21% +739 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: not reported; 2024Q4: 7,003 shares; 2025Q1: 2,118 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,304 shares; 2026Q1: not reported; 2026Q2: 9,156 shares 9,156 $1.34M 0.21% new Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY 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: 10,925 shares; 2025Q4: 11,778 shares; 2026Q1: 14,929 shares; 2026Q2: 14,811 shares 14,811 $1.34M 0.21% -118 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,764 shares; 2024Q4: 22,277 shares; 2025Q1: 60,343 shares; 2025Q2: 19,599 shares; 2025Q3: 19,022 shares; 2025Q4: 48,570 shares; 2026Q1: 8,166 shares; 2026Q2: 10,514 shares 10,514 $1.33M 0.21% +2,348 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,247 shares 18,247 $1.32M 0.21% new Timeline PCRX PACIRA BIOSCIENCES INC More: the full row for PACIRA BIOSCIENCES 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: 51,105 shares; 2026Q1: 60,058 shares; 2026Q2: 51,957 shares 51,957 $1.32M 0.21% -8,101 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: not reported; 2024Q4: not reported; 2025Q1: 9,457 shares; 2025Q2: 10,376 shares; 2025Q3: 11,903 shares; 2025Q4: 25,464 shares; 2026Q1: 55,318 shares; 2026Q2: 39,408 shares 39,408 $1.31M 0.21% -15,910 Timeline VVX V2X INC More: the full row for V2X 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: 17,521 shares 17,521 $1.31M 0.21% new Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,154 shares; 2024Q4: 14,410 shares; 2025Q1: 16,079 shares; 2025Q2: 16,688 shares; 2025Q3: 17,405 shares; 2025Q4: 18,032 shares; 2026Q1: 17,883 shares; 2026Q2: 18,722 shares 18,722 $1.3M 0.2% +839 Timeline JBL JABIL INC More: the full row for JABIL 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: 7,987 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,328 shares 3,328 $1.28M 0.2% new Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,516 shares; 2024Q4: 8,506 shares; 2025Q1: 8,286 shares; 2025Q2: 8,051 shares; 2025Q3: 8,024 shares; 2025Q4: 8,020 shares; 2026Q1: 7,793 shares; 2026Q2: 7,693 shares 7,693 $1.26M 0.2% -100 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: 7,048 shares; 2024Q4: 20,016 shares; 2025Q1: 39,222 shares; 2025Q2: 11,669 shares; 2025Q3: 13,893 shares; 2025Q4: 14,586 shares; 2026Q1: 14,274 shares; 2026Q2: 23,477 shares 23,477 $1.26M 0.2% +9,203 Timeline LQDH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 31,094 shares; 2025Q1: 412,838 shares; 2025Q2: 7,295 shares; 2025Q3: 9,131 shares; 2025Q4: 11,126 shares; 2026Q1: 12,034 shares; 2026Q2: 13,421 shares 13,421 $1.25M 0.2% +1,387 Timeline FLTR 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: 87,510 shares; 2025Q1: 1,243,495 shares; 2025Q2: 25,803 shares; 2025Q3: 31,974 shares; 2025Q4: 38,981 shares; 2026Q1: 42,069 shares; 2026Q2: 47,021 shares 47,021 $1.2M 0.19% +4,952 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,754 shares; 2024Q4: 12,364 shares; 2025Q1: 4,291 shares; 2025Q2: 3,569 shares; 2025Q3: 3,447 shares; 2025Q4: 3,750 shares; 2026Q1: 21,063 shares; 2026Q2: 6,479 shares 6,479 $1.2M 0.19% -14,584 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,307 shares; 2025Q3: 33,832 shares; 2025Q4: 16,987 shares; 2026Q1: 4,849 shares; 2026Q2: 1,736 shares 1,736 $1.19M 0.19% -3,113 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: 4,688 shares; 2024Q4: not reported; 2025Q1: 9,511 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,545 shares; 2026Q1: 4,872 shares; 2026Q2: 7,456 shares 7,456 $1.18M 0.19% +2,584 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 707 shares; 2025Q1: 1,115 shares; 2025Q2: 631 shares; 2025Q3: 624 shares; 2025Q4: 4,545 shares; 2026Q1: 6,573 shares; 2026Q2: 11,813 shares 11,813 $1.17M 0.18% +5,240 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,822 shares; 2026Q2: 9,561 shares 9,561 $1.17M 0.18% +4,739 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: 2,433 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,305 shares; 2025Q4: 10,200 shares; 2026Q1: 10,327 shares; 2026Q2: 11,184 shares 11,184 $1.16M 0.18% +857 Timeline JNK 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: 10,845 shares; 2024Q4: 20,212 shares; 2025Q1: 72,820 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,939 shares 11,939 $1.15M 0.18% new 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: 3,613 shares; 2024Q4: 4,559 shares; 2025Q1: 4,852 shares; 2025Q2: 4,721 shares; 2025Q3: 4,440 shares; 2025Q4: 5,540 shares; 2026Q1: 4,058 shares; 2026Q2: 5,105 shares 5,105 $1.14M 0.18% +1,047 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,700 shares; 2025Q2: 14,020 shares; 2025Q3: 6,494 shares; 2025Q4: 4,525 shares; 2026Q1: 9,001 shares; 2026Q2: 11,262 shares 11,262 $1.11M 0.18% +2,261 Timeline IDVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 26,298 shares 26,298 $1.1M 0.17% new Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,130 shares; 2026Q2: 24,111 shares 24,111 $1.1M 0.17% +18,981 Timeline IGV 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: 11,895 shares 11,895 $1.08M 0.17% new Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,555 shares; 2024Q4: 27,224 shares; 2025Q1: 42,333 shares; 2025Q2: 22,926 shares; 2025Q3: 13,106 shares; 2025Q4: 24,298 shares; 2026Q1: 24,211 shares; 2026Q2: 19,882 shares 19,882 $1.06M 0.17% -4,329 Timeline TDS TELEPHONE & DATA SYS INC More: the full row for TELEPHONE & DATA SYS 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: 28,444 shares 28,444 $1.05M 0.17% new 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: 20,108 shares; 2024Q4: 25,321 shares; 2025Q1: 13,584 shares; 2025Q2: 8,800 shares; 2025Q3: 7,099 shares; 2025Q4: 9,590 shares; 2026Q1: 6,358 shares; 2026Q2: 6,337 shares 6,337 $1.05M 0.17% -21 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,542 shares; 2024Q4: 4,316 shares; 2025Q1: 3,889 shares; 2025Q2: 2,771 shares; 2025Q3: 2,744 shares; 2025Q4: 5,422 shares; 2026Q1: 5,573 shares; 2026Q2: 8,917 shares 8,917 $1.05M 0.16% +3,344 Timeline RCS PIMCO STRATEGIC INCOME FD More: the full row for PIMCO STRATEGIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 260,398 shares; 2024Q4: 133,859 shares; 2025Q1: 165,583 shares; 2025Q2: 158,923 shares; 2025Q3: 124,750 shares; 2025Q4: 172,517 shares; 2026Q1: 147,191 shares; 2026Q2: 191,816 shares 191,816 $1.05M 0.16% +44,625 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: 744 shares; 2024Q4: 972 shares; 2025Q1: 1,612 shares; 2025Q2: 751 shares; 2025Q3: 1,738 shares; 2025Q4: 884 shares; 2026Q1: 1,038 shares; 2026Q2: 12,050 shares 12,050 $1.04M 0.16% +11,012 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 599 shares; 2025Q1: 610 shares; 2025Q2: 1,210 shares; 2025Q3: 1,421 shares; 2025Q4: 7,478 shares; 2026Q1: 19,103 shares; 2026Q2: 4,984 shares 4,984 $1.02M 0.16% -14,119 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,334 shares; 2024Q4: 3,261 shares; 2025Q1: 2,939 shares; 2025Q2: 18,633 shares; 2025Q3: 2,840 shares; 2025Q4: 2,853 shares; 2026Q1: 2,849 shares; 2026Q2: 2,675 shares 2,675 $1000K 0.16% -174 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,787 shares; 2024Q4: 1,933 shares; 2025Q1: 3,515 shares; 2025Q2: 5,977 shares; 2025Q3: 8,247 shares; 2025Q4: 2,186 shares; 2026Q1: 1,630 shares; 2026Q2: 1,773 shares 1,773 $999K 0.16% +143 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,648 shares 12,648 $989K 0.16% new Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,014 shares; 2024Q4: 3,613 shares; 2025Q1: 5,985 shares; 2025Q2: 4,028 shares; 2025Q3: 3,400 shares; 2025Q4: 3,411 shares; 2026Q1: 2,115 shares; 2026Q2: 3,276 shares 3,276 $985K 0.15% +1,161 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,045 shares; 2024Q4: 2,650 shares; 2025Q1: 3,886 shares; 2025Q2: 1,836 shares; 2025Q3: 4,002 shares; 2025Q4: 2,241 shares; 2026Q1: 2,549 shares; 2026Q2: 4,495 shares 4,495 $980K 0.15% +1,946 Timeline UAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,989 shares; 2024Q4: 30,870 shares; 2025Q1: 28,125 shares; 2025Q2: 27,368 shares; 2025Q3: 27,002 shares; 2025Q4: 25,854 shares; 2026Q1: 24,174 shares; 2026Q2: 22,948 shares 22,948 $966K 0.15% -1,226 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 32,225 shares; 2025Q1: 49,500 shares; 2025Q2: 39,173 shares; 2025Q3: 35,168 shares; 2025Q4: 48,575 shares; 2026Q1: 28,862 shares; 2026Q2: 29,910 shares 29,910 $956K 0.15% +1,048 Timeline HACK 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: 11,796 shares; 2025Q3: 9,798 shares; 2025Q4: 13,223 shares; 2026Q1: 5,940 shares; 2026Q2: 8,863 shares 8,863 $930K 0.15% +2,923 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,664 shares; 2025Q4: 8,047 shares; 2026Q1: 5,132 shares; 2026Q2: 9,308 shares 9,308 $927K 0.15% +4,176 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: 2,370 shares; 2024Q4: 2,755 shares; 2025Q1: 2,751 shares; 2025Q2: 2,551 shares; 2025Q3: 1,984 shares; 2025Q4: 19,424 shares; 2026Q1: 2,249 shares; 2026Q2: 2,615 shares 2,615 $924K 0.15% +366 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,760 shares; 2025Q3: 12,978 shares; 2025Q4: 9,274 shares; 2026Q1: 5,434 shares; 2026Q2: 3,097 shares 3,097 $923K 0.15% -2,337 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 758 shares; 2025Q1: 727 shares; 2025Q2: 727 shares; 2025Q3: 727 shares; 2025Q4: 737 shares; 2026Q1: 742 shares; 2026Q2: 776 shares 776 $912K 0.14% +34 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: 5,300 shares; 2024Q4: 4,519 shares; 2025Q1: 4,650 shares; 2025Q2: 4,320 shares; 2025Q3: 3,350 shares; 2025Q4: 31,696 shares; 2026Q1: 3,375 shares; 2026Q2: 4,799 shares 4,799 $911K 0.14% +1,424 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $909K 0.14% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,376 shares; 2026Q1: 3,374 shares; 2026Q2: 5,775 shares 5,775 $835K 0.13% +2,401 Timeline CTRE CARETRUST REIT INC More: the full row for CARETRUST REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,839 shares; 2024Q4: 31,910 shares; 2025Q1: 34,860 shares; 2025Q2: 25,688 shares; 2025Q3: 19,705 shares; 2025Q4: 25,564 shares; 2026Q1: 16,898 shares; 2026Q2: 20,673 shares 20,673 $834K 0.13% +3,775 Timeline CORP 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: 14,745 shares; 2024Q4: 14,444 shares; 2025Q1: 16,586 shares; 2025Q2: 16,365 shares; 2025Q3: 11,931 shares; 2025Q4: 9,989 shares; 2026Q1: 8,628 shares; 2026Q2: 8,110 shares 8,110 $786K 0.12% -518 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: 4,555 shares; 2024Q4: 4,646 shares; 2025Q1: 4,625 shares; 2025Q2: 1,098 shares; 2025Q3: 1,190 shares; 2025Q4: 14,016 shares; 2026Q1: 1,960 shares; 2026Q2: 2,024 shares 2,024 $765K 0.12% +64 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: 3,140 shares; 2024Q4: 2,882 shares; 2025Q1: 5,380 shares; 2025Q2: 5,911 shares; 2025Q3: 3,626 shares; 2025Q4: 13,134 shares; 2026Q1: 3,788 shares; 2026Q2: 3,959 shares 3,959 $755K 0.12% +171 Timeline GJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 188,700 shares; 2024Q4: 23,991 shares; 2025Q1: 26,129 shares; 2025Q2: 25,276 shares; 2025Q3: 23,150 shares; 2025Q4: 17,874 shares; 2026Q1: 16,739 shares; 2026Q2: 16,737 shares 16,737 $754K 0.12% -2 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,367 shares; 2025Q2: not reported; 2025Q3: 2,541 shares; 2025Q4: 2,696 shares; 2026Q1: 2,696 shares; 2026Q2: 2,932 shares 2,932 $749K 0.12% +236 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,687 shares 4,687 $741K 0.12% new Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,496 shares; 2024Q4: 25,369 shares; 2025Q1: 34,393 shares; 2025Q2: 48,328 shares; 2025Q3: 56,941 shares; 2025Q4: 45,158 shares; 2026Q1: 40,195 shares; 2026Q2: 19,469 shares 19,469 $716K 0.11% -20,726 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,213 shares; 2024Q4: 3,921 shares; 2025Q1: 1,952 shares; 2025Q2: 2,596 shares; 2025Q3: 9,908 shares; 2025Q4: 2,749 shares; 2026Q1: 17,831 shares; 2026Q2: 4,542 shares 4,542 $712K 0.11% -13,289 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,546 shares; 2026Q1: 54,779 shares; 2026Q2: 9,878 shares 9,878 $705K 0.11% -44,901 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: 4,989 shares; 2024Q4: 3,871 shares; 2025Q1: 3,944 shares; 2025Q2: 3,373 shares; 2025Q3: 2,396 shares; 2025Q4: 3,600 shares; 2026Q1: 2,057 shares; 2026Q2: 2,853 shares 2,853 $692K 0.11% +796 Timeline UI UBIQUITI INC More: the full row for UBIQUITI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,124 shares; 2025Q4: 771 shares; 2026Q1: 1,261 shares; 2026Q2: 1,276 shares 1,276 $681K 0.11% +15 Timeline BDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,618 shares; 2024Q4: 15,424 shares; 2025Q1: 13,859 shares; 2025Q2: 13,739 shares; 2025Q3: 13,319 shares; 2025Q4: 12,873 shares; 2026Q1: 12,873 shares; 2026Q2: 12,748 shares 12,748 $678K 0.11% -125 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: 4,765 shares 4,765 $665K 0.1% new 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: 7,986 shares; 2024Q4: 6,661 shares; 2025Q1: 6,841 shares; 2025Q2: 6,073 shares; 2025Q3: 5,449 shares; 2025Q4: 11,444 shares; 2026Q1: 6,431 shares; 2026Q2: 12,106 shares 12,106 $643K 0.1% +5,675 Timeline PMBS 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: 6,739 shares; 2025Q4: 9,734 shares; 2026Q1: 12,350 shares; 2026Q2: 12,905 shares 12,905 $637K 0.1% +555 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,004 shares; 2024Q4: 39,639 shares; 2025Q1: 14,079 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,532 shares 6,532 $627K 0.1% new Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,443 shares; 2024Q4: 17,334 shares; 2025Q1: 15,876 shares; 2025Q2: 15,454 shares; 2025Q3: 15,208 shares; 2025Q4: 14,588 shares; 2026Q1: 13,914 shares; 2026Q2: 13,608 shares 13,608 $621K 0.1% -306 Timeline RYLD 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: not reported; 2026Q2: 38,353 shares 38,353 $613K 0.1% new 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: 4,252 shares; 2024Q4: 4,029 shares; 2025Q1: 4,279 shares; 2025Q2: 1,492 shares; 2025Q3: 1,510 shares; 2025Q4: 1,705 shares; 2026Q1: 2,847 shares; 2026Q2: 2,563 shares 2,563 $611K 0.1% -284 Timeline XBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 595,699 shares; 2024Q4: 302,048 shares; 2025Q1: 15,868 shares; 2025Q2: 200,214 shares; 2025Q3: 15,898 shares; 2025Q4: 16,529 shares; 2026Q1: 14,896 shares; 2026Q2: 12,132 shares 12,132 $607K 0.1% -2,764 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,052 shares; 2025Q1: 10,713 shares; 2025Q2: 9,510 shares; 2025Q3: 7,519 shares; 2025Q4: 11,453 shares; 2026Q1: 6,575 shares; 2026Q2: 9,421 shares 9,421 $606K 0.1% +2,846 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,257 shares; 2026Q2: 10,145 shares 10,145 $602K 0.09% +3,888 Timeline TFLO 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: 6,383 shares; 2025Q2: 186,290 shares; 2025Q3: 502,992 shares; 2025Q4: 81,274 shares; 2026Q1: 9,076 shares; 2026Q2: 11,840 shares 11,840 $599K 0.09% +2,764 Timeline TSLL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,850 shares; 2026Q2: 40,293 shares 40,293 $571K 0.09% +23,443 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: 344,061 shares; 2024Q4: 187,525 shares; 2025Q1: 11,932 shares; 2025Q2: 112,383 shares; 2025Q3: 8,221 shares; 2025Q4: 8,058 shares; 2026Q1: 7,485 shares; 2026Q2: 5,871 shares 5,871 $538K 0.08% -1,614 Timeline PMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,131 shares; 2024Q4: 13,131 shares; 2025Q1: 12,858 shares; 2025Q2: 12,858 shares; 2025Q3: 12,858 shares; 2025Q4: 12,858 shares; 2026Q1: 12,858 shares; 2026Q2: 12,858 shares 12,858 $531K 0.08% 0 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,138 shares 1,138 $522K 0.08% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,719 shares 5,719 $515K 0.08% new 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: 28,911 shares; 2024Q4: 25,840 shares; 2025Q1: 29,320 shares; 2025Q2: 25,756 shares; 2025Q3: 26,589 shares; 2025Q4: 18,958 shares; 2026Q1: 18,958 shares; 2026Q2: 27,684 shares 27,684 $510K 0.08% +8,726 Timeline UMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,320 shares; 2024Q4: 14,320 shares; 2025Q1: 14,030 shares; 2025Q2: 14,030 shares; 2025Q3: 14,030 shares; 2025Q4: 14,030 shares; 2026Q1: 14,030 shares; 2026Q2: 13,412 shares 13,412 $510K 0.08% -618 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,907 shares; 2024Q4: 17,161 shares; 2025Q1: 6,829 shares; 2025Q2: 4,383 shares; 2025Q3: 8,137 shares; 2025Q4: 5,162 shares; 2026Q1: 7,686 shares; 2026Q2: 10,747 shares 10,747 $489K 0.08% +3,061 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,445 shares; 2024Q4: 5,423 shares; 2025Q1: 5,508 shares; 2025Q2: 5,496 shares; 2025Q3: 5,425 shares; 2025Q4: 5,507 shares; 2026Q1: 6,500 shares; 2026Q2: 5,062 shares 5,062 $488K 0.08% -1,438 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: 2,712 shares; 2024Q4: 2,659 shares; 2025Q1: 3,229 shares; 2025Q2: not reported; 2025Q3: 927 shares; 2025Q4: 926 shares; 2026Q1: 1,312 shares; 2026Q2: 1,020 shares 1,020 $488K 0.08% -292 Timeline FLOT 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: 19,303 shares; 2025Q3: 16,531 shares; 2025Q4: 367,231 shares; 2026Q1: 23,242 shares; 2026Q2: 9,448 shares 9,448 $482K 0.08% -13,794 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,100 shares; 2024Q4: 3,108 shares; 2025Q1: 3,107 shares; 2025Q2: 3,101 shares; 2025Q3: 3,100 shares; 2025Q4: 3,100 shares; 2026Q1: 3,100 shares; 2026Q2: 3,100 shares 3,100 $470K 0.07% 0 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,818 shares; 2024Q4: 4,336 shares; 2025Q1: 4,216 shares; 2025Q2: 4,530 shares; 2025Q3: 8,364 shares; 2025Q4: 7,990 shares; 2026Q1: 6,316 shares; 2026Q2: 5,737 shares 5,737 $464K 0.07% -579 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,950 shares; 2026Q1: 3,798 shares; 2026Q2: 725 shares 725 $463K 0.07% -3,073 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE 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: 39,647 shares; 2026Q1: 37,127 shares; 2026Q2: 35,470 shares 35,470 $461K 0.07% -1,657 Timeline UAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,746 shares; 2024Q4: 14,303 shares; 2025Q1: 13,589 shares; 2025Q2: 13,589 shares; 2025Q3: 13,270 shares; 2025Q4: 13,270 shares; 2026Q1: 13,270 shares; 2026Q2: 12,750 shares 12,750 $448K 0.07% -520 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 221 shares; 2025Q4: 221 shares; 2026Q1: 221 shares; 2026Q2: 220 shares 220 $438K 0.07% -1 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: not reported; 2024Q4: not reported; 2025Q1: 1,545 shares; 2025Q2: not reported; 2025Q3: 1,639 shares; 2025Q4: 1,148 shares; 2026Q1: 1,306 shares; 2026Q2: 1,845 shares 1,845 $437K 0.07% +539 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,393 shares; 2024Q4: 4,393 shares; 2025Q1: 4,394 shares; 2025Q2: not reported; 2025Q3: 4,178 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,939 shares 3,939 $436K 0.07% new Timeline AJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,490 shares; 2024Q4: 10,272 shares; 2025Q1: 10,272 shares; 2025Q2: 10,272 shares; 2025Q3: 10,272 shares; 2025Q4: 10,272 shares; 2026Q1: 15,312 shares; 2026Q2: 15,312 shares 15,312 $435K 0.07% 0 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,811 shares; 2024Q4: 10,527 shares; 2025Q1: 10,527 shares; 2025Q2: 10,527 shares; 2025Q3: 10,384 shares; 2025Q4: 10,141 shares; 2026Q1: 9,436 shares; 2026Q2: 9,998 shares 9,998 $422K 0.07% +562 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: 4,785 shares; 2025Q2: 4,807 shares; 2025Q3: 4,859 shares; 2025Q4: 4,632 shares; 2026Q1: 5,006 shares; 2026Q2: 4,740 shares 4,740 $417K 0.07% -266 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,450 shares; 2024Q4: 4,361 shares; 2025Q1: 4,340 shares; 2025Q2: not reported; 2025Q3: 4,439 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,077 shares 8,077 $411K 0.06% new Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,764 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,381 shares; 2025Q3: 3,175 shares; 2025Q4: 3,297 shares; 2026Q1: 1,773 shares; 2026Q2: 2,303 shares 2,303 $405K 0.06% +530 Timeline RCAT RED CAT HLDGS INC More: the full row for RED CAT HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 37,173 shares 37,173 $396K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: 32,023 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,427 shares; 2026Q1: 8,139 shares; 2026Q2: 8,630 shares 8,630 $391K 0.06% +491 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,968 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 904 shares 904 $390K 0.06% new Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,859 shares; 2025Q4: not reported; 2026Q1: 1,538 shares; 2026Q2: 1,538 shares 1,538 $379K 0.06% 0 Timeline PHYL PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,668 shares; 2024Q4: 12,176 shares; 2025Q1: 12,456 shares; 2025Q2: 14,035 shares; 2025Q3: 11,762 shares; 2025Q4: 11,402 shares; 2026Q1: 10,831 shares; 2026Q2: 10,831 shares 10,831 $378K 0.06% 0 Timeline AOA 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: 3,396 shares; 2025Q2: 3,476 shares; 2025Q3: 3,444 shares; 2025Q4: 3,722 shares; 2026Q1: 3,904 shares; 2026Q2: 3,854 shares 3,854 $376K 0.06% -50 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: 1,114 shares; 2025Q3: 752 shares; 2025Q4: 764 shares; 2026Q1: 1,013 shares; 2026Q2: 999 shares 999 $370K 0.06% -14 Timeline PRME PRIME MEDICINE INC More: the full row for PRIME MEDICINE 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: 100,035 shares 100,035 $369K 0.06% new Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,754 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,104 shares; 2026Q1: 4,095 shares; 2026Q2: 4,431 shares 4,431 $368K 0.06% +336 Timeline XOVR ENTREPRENEURSHARES SERIES TR More: the full row for ENTREPRENEURSHARES SERIES 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: 17,441 shares 17,441 $367K 0.06% new Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,026 shares; 2026Q2: 2,199 shares 2,199 $364K 0.06% +173 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: 3,738 shares; 2024Q4: 4,034 shares; 2025Q1: 4,094 shares; 2025Q2: not reported; 2025Q3: 978 shares; 2025Q4: 1,036 shares; 2026Q1: 1,353 shares; 2026Q2: 1,001 shares 1,001 $358K 0.06% -352 Timeline CRBU CARIBOU BIOSCIENCES INC More: the full row for CARIBOU BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 155,127 shares; 2024Q4: 163,789 shares; 2025Q1: 329,090 shares; 2025Q2: 409,562 shares; 2025Q3: 175,967 shares; 2025Q4: 231,799 shares; 2026Q1: 162,076 shares; 2026Q2: 200,085 shares 200,085 $352K 0.06% +38,009 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 671 shares; 2025Q3: 674 shares; 2025Q4: 676 shares; 2026Q1: 679 shares; 2026Q2: 681 shares 681 $337K 0.05% +2 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE 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: 400 shares 400 $336K 0.05% new Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 22,315 shares; 2025Q1: 236,211 shares; 2025Q2: 858,521 shares; 2025Q3: 517,717 shares; 2025Q4: 444,913 shares; 2026Q1: 412,856 shares; 2026Q2: 6,745 shares 6,745 $334K 0.05% -406,111 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: 2,520 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,428 shares 3,428 $331K 0.05% new Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 977 shares; 2025Q3: 1,020 shares; 2025Q4: 1,473 shares; 2026Q1: 1,477 shares; 2026Q2: 1,432 shares 1,432 $310K 0.05% -45 Timeline DECM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,285 shares; 2025Q3: 10,285 shares; 2025Q4: 9,702 shares; 2026Q1: 9,702 shares; 2026Q2: 9,166 shares 9,166 $309K 0.05% -536 Timeline FEBM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,058 shares; 2025Q3: 8,058 shares; 2025Q4: 8,058 shares; 2026Q1: 9,836 shares; 2026Q2: 9,836 shares 9,836 $307K 0.05% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,432 shares 2,432 $291K 0.05% new Timeline XYLD 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: 8,957 shares; 2024Q4: 7,045 shares; 2025Q1: 8,943 shares; 2025Q2: not reported; 2025Q3: 7,067 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,121 shares 7,121 $290K 0.05% new Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,531 shares; 2024Q4: 55,725 shares; 2025Q1: 53,246 shares; 2025Q2: 53,445 shares; 2025Q3: 43,153 shares; 2025Q4: 54,763 shares; 2026Q1: 38,171 shares; 2026Q2: 11,924 shares 11,924 $287K 0.05% -26,247 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,203 shares; 2026Q2: 12,812 shares 12,812 $287K 0.05% +3,609 Timeline COHR COHERENT CORP More: the full row for COHERENT 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: 720 shares 720 $284K 0.04% new Timeline MUNI 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: 5,291 shares; 2024Q4: 5,291 shares; 2025Q1: 5,291 shares; 2025Q2: 5,291 shares; 2025Q3: 5,372 shares; 2025Q4: 5,372 shares; 2026Q1: 5,372 shares; 2026Q2: 5,372 shares 5,372 $283K 0.04% 0 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,549 shares; 2024Q4: 10,392 shares; 2025Q1: 11,586 shares; 2025Q2: 16,867 shares; 2025Q3: 19,437 shares; 2025Q4: 15,872 shares; 2026Q1: 20,685 shares; 2026Q2: 5,379 shares 5,379 $279K 0.04% -15,306 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,570 shares 12,570 $278K 0.04% new Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,835 shares 12,835 $278K 0.04% new Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,031 shares; 2024Q4: 4,668 shares; 2025Q1: 13,470 shares; 2025Q2: not reported; 2025Q3: 2,789 shares; 2025Q4: not reported; 2026Q1: 2,708 shares; 2026Q2: 2,713 shares 2,713 $277K 0.04% +5 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: 3,194 shares; 2024Q4: 4,925 shares; 2025Q1: 14,880 shares; 2025Q2: not reported; 2025Q3: 2,935 shares; 2025Q4: not reported; 2026Q1: 5,261 shares; 2026Q2: 5,294 shares 5,294 $269K 0.04% +33 Timeline UFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,063 shares; 2024Q4: 7,063 shares; 2025Q1: 7,063 shares; 2025Q2: 7,063 shares; 2025Q3: 7,063 shares; 2025Q4: 6,962 shares; 2026Q1: 6,962 shares; 2026Q2: 6,962 shares 6,962 $269K 0.04% 0 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,066 shares; 2025Q4: 1,066 shares; 2026Q1: not reported; 2026Q2: 1,066 shares 1,066 $269K 0.04% new Timeline DTCR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,833 shares; 2026Q2: 8,847 shares 8,847 $269K 0.04% +14 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: 18,415 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,691 shares 2,691 $264K 0.04% new Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,814 shares; 2025Q3: 2,153 shares; 2025Q4: 2,152 shares; 2026Q1: 65,767 shares; 2026Q2: 2,756 shares 2,756 $261K 0.04% -63,011 Timeline STN STANTEC INC More: the full row for STANTEC 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: 3,758 shares; 2026Q1: 3,758 shares; 2026Q2: 3,758 shares 3,758 $259K 0.04% 0 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,944 shares; 2024Q4: 5,944 shares; 2025Q1: 5,816 shares; 2025Q2: 5,816 shares; 2025Q3: 5,816 shares; 2025Q4: 5,738 shares; 2026Q1: 5,738 shares; 2026Q2: 5,738 shares 5,738 $247K 0.04% 0 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,353 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,353 shares; 2026Q1: 5,353 shares; 2026Q2: 5,353 shares 5,353 $245K 0.04% 0 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: 10,537 shares; 2024Q4: 12,609 shares; 2025Q1: 2,296 shares; 2025Q2: 2,364 shares; 2025Q3: 1,203 shares; 2025Q4: 1,262 shares; 2026Q1: not reported; 2026Q2: 1,150 shares 1,150 $245K 0.04% new Timeline LTBR LIGHTBRIDGE CORP More: the full row for LIGHTBRIDGE 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: 27,492 shares 27,492 $242K 0.04% new Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 690 shares; 2024Q4: 682 shares; 2025Q1: 698 shares; 2025Q2: not reported; 2025Q3: 532 shares; 2025Q4: not reported; 2026Q1: 677 shares; 2026Q2: 675 shares 675 $238K 0.04% -2 Timeline UMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,594 shares; 2024Q4: 7,594 shares; 2025Q1: 7,231 shares; 2025Q2: 7,207 shares; 2025Q3: 7,000 shares; 2025Q4: 5,705 shares; 2026Q1: 5,606 shares; 2026Q2: 5,606 shares 5,606 $237K 0.04% 0 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 693 shares 693 $236K 0.04% new Timeline ARKG ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,585 shares 5,585 $235K 0.04% new Timeline MTZ MASTEC INC More: the full row for MASTEC 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: 551 shares 551 $229K 0.04% new Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS 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: 7,753 shares; 2025Q4: 8,185 shares; 2026Q1: 10,281 shares; 2026Q2: 17,025 shares 17,025 $227K 0.04% +6,744 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: not reported; 2026Q1: not reported; 2026Q2: 2,657 shares 2,657 $220K 0.03% new Timeline ACYN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,405 shares 10,405 $216K 0.03% new Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 835 shares; 2026Q2: 838 shares 838 $214K 0.03% +3 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 797 shares 797 $214K 0.03% new Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,250 shares 1,250 $214K 0.03% new Timeline CLOI 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: 30,050 shares; 2024Q4: 20,007 shares; 2025Q1: 18,178 shares; 2025Q2: 16,872 shares; 2025Q3: 16,349 shares; 2025Q4: 19,513 shares; 2026Q1: 13,240 shares; 2026Q2: 4,031 shares 4,031 $213K 0.03% -9,209 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,327 shares 1,327 $210K 0.03% new Timeline OCTM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,733 shares; 2026Q1: 6,733 shares; 2026Q2: 6,119 shares 6,119 $206K 0.03% -614 Timeline IHS IHS HOLDING LIMITED More: the full row for IHS HOLDING 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: 21,000 shares; 2026Q1: 21,000 shares; 2026Q2: 21,000 shares 21,000 $173K 0.03% 0 Timeline GRAB GRAB HOLDINGS LIMITED More: the full row for GRAB HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 77,519 shares; 2025Q1: 106,224 shares; 2025Q2: 101,047 shares; 2025Q3: 73,707 shares; 2025Q4: not reported; 2026Q1: 19,722 shares; 2026Q2: 19,443 shares 19,443 $73.3K 0.01% -279 Timeline PLUG PLUG PWR INC More: the full row for PLUG PWR 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: 29,084 shares; 2026Q2: 26,658 shares 26,658 $72.2K 0.01% -2,426 Timeline ACH ACCENDRA HEALTH INC More: the full row for ACCENDRA HEALTH 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: 12,000 shares; 2026Q1: 12,000 shares; 2026Q2: 12,000 shares 12,000 $41K 0.01% 0 Timeline