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; 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; 2026Q3: 1,054,646 shares 1,054,646 $39.5M 6.26% +13,866 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 167,373 shares; 2026Q1: 370,039 shares; 2026Q2: 291,854 shares; 2026Q3: 307,206 shares 307,206 $30.9M 4.9% +15,352 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 88,620 shares 88,620 $29.5M 4.68% +22,567 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 91,968 shares 91,968 $21M 3.33% +38,658 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 371,787 shares; 2026Q3: 660,867 shares 660,867 $14.5M 2.29% +289,080 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,766 shares; 2025Q3: 14,058 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 25,514 shares; 2026Q3: 81,973 shares 81,973 $12.2M 1.93% +56,459 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 200,127 shares 200,127 $11.7M 1.85% +170,738 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; 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; 2026Q3: 372,462 shares 372,462 $11.3M 1.79% -23,115 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,316 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 186,351 shares 186,351 $10.9M 1.73% 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; 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; 2026Q3: 159,594 shares 159,594 $10.7M 1.7% +100,342 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; 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; 2026Q3: 52,776 shares 52,776 $10.7M 1.7% +33,071 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,890 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 57,520 shares 57,520 $10.3M 1.63% new 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; 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; 2026Q3: 33,734 shares 33,734 $8.88M 1.41% +21,689 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; 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; 2026Q3: 318,534 shares 318,534 $8.86M 1.4% +209,789 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 93,780 shares 93,780 $8.76M 1.39% new Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 10,255 shares 10,255 $7.85M 1.24% -8,496 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; 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; 2026Q3: 167,885 shares 167,885 $7.38M 1.17% -18,388 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 292,467 shares; 2026Q1: 337,543 shares; 2026Q2: 356,227 shares; 2026Q3: 371,135 shares 371,135 $7.24M 1.15% +14,908 Timeline MBBA 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 147,484 shares 147,484 $6.92M 1.1% new 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; 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; 2026Q3: 156,493 shares 156,493 $6.87M 1.09% +6,991 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 93,640 shares; 2026Q3: 81,002 shares 81,002 $6.83M 1.08% -12,638 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 60,303 shares; 2026Q2: 81,600 shares; 2026Q3: 87,212 shares 87,212 $6.6M 1.04% +5,612 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; 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; 2026Q3: 156,345 shares 156,345 $6.58M 1.04% +6,973 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; 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; 2026Q3: 151,027 shares 151,027 $6.47M 1.02% +6,765 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; 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; 2026Q3: 143,392 shares 143,392 $6.46M 1.02% +6,461 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; 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; 2026Q3: 101,946 shares 101,946 $6.25M 0.99% -25,373 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 141,035 shares; 2026Q3: 123,518 shares 123,518 $6.19M 0.98% -17,517 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; 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; 2026Q3: 107,269 shares 107,269 $6.03M 0.96% +48 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 132,518 shares; 2026Q3: 112,417 shares 112,417 $5.71M 0.9% -20,101 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; 2024Q4: 20,212 shares; 2025Q1: 72,820 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,939 shares; 2026Q3: 58,557 shares 58,557 $5.43M 0.86% +46,618 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 168,676 shares; 2026Q1: 206,116 shares; 2026Q2: 221,775 shares; 2026Q3: 234,772 shares 234,772 $5.36M 0.85% +12,997 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 51,519 shares 51,519 $5.35M 0.85% +40,335 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; 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; 2026Q3: 52,849 shares 52,849 $5.31M 0.84% +5,354 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; 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; 2026Q3: 162,920 shares 162,920 $5.3M 0.84% +100,981 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 55,960 shares; 2026Q2: 53,823 shares; 2026Q3: 36,994 shares 36,994 $5.26M 0.83% -16,829 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; 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; 2026Q3: 108,800 shares 108,800 $5.24M 0.83% +2,643 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; 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; 2026Q3: 96,105 shares 96,105 $5.11M 0.81% +3,232 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; 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; 2026Q3: 140,706 shares 140,706 $5.06M 0.8% -26,195 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 115,568 shares; 2026Q2: 113,015 shares; 2026Q3: 72,206 shares 72,206 $5M 0.79% -40,809 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 127,790 shares; 2026Q2: 149,442 shares; 2026Q3: 131,353 shares 131,353 $4.77M 0.76% -18,089 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 9,009 shares 9,009 $4.62M 0.73% -1,362 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; 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; 2026Q3: 12,480 shares 12,480 $4.58M 0.73% +1,570 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 95,633 shares; 2026Q2: 110,087 shares; 2026Q3: 72,981 shares 72,981 $4.46M 0.71% -37,106 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 12,176 shares 12,176 $4.38M 0.69% +798 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 38,213 shares 38,213 $4.22M 0.67% +1,770 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; 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; 2026Q3: 5,661 shares 5,661 $4.19M 0.66% -434 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; 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; 2026Q3: 22,176 shares 22,176 $4.15M 0.66% -289 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; 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; 2026Q3: 6,582 shares 6,582 $4.03M 0.64% -368 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; 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; 2026Q3: 14,789 shares 14,789 $3.92M 0.62% +10,830 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; 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; 2026Q3: 66,186 shares 66,186 $3.68M 0.58% -2,868 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; 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; 2026Q3: 103,358 shares 103,358 $3.61M 0.57% -2,229 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; 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; 2026Q3: 38,777 shares 38,777 $3.37M 0.53% -268 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 9,753 shares 9,753 $3.15M 0.5% new 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; 2024Q4: 945 shares; 2025Q1: 935 shares; 2025Q2: 500 shares; 2025Q3: 492 shares; 2025Q4: 757 shares; 2026Q1: 5,099 shares; 2026Q2: 6,415 shares; 2026Q3: 2,713 shares 2,713 $3.14M 0.5% -3,702 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 13,197 shares 13,197 $3.03M 0.48% +8,655 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; 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; 2026Q3: 69,810 shares 69,810 $2.99M 0.47% -3,010 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; 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; 2026Q3: 28,191 shares 28,191 $2.96M 0.47% -3,503 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,992 shares; 2025Q1: 8,736 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 31,204 shares; 2026Q3: 25,997 shares 25,997 $2.94M 0.47% -5,207 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 8,039 shares 8,039 $2.85M 0.45% +89 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; 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; 2026Q3: 16,698 shares 16,698 $2.81M 0.45% +9,242 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; 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; 2026Q3: 3,669 shares 3,669 $2.8M 0.44% -14,820 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 934 shares; 2026Q1: 2,782 shares; 2026Q2: 2,800 shares; 2026Q3: 2,550 shares 2,550 $2.72M 0.43% -250 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; 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; 2026Q3: 38,974 shares 38,974 $2.7M 0.43% -608 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; 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; 2026Q3: 8,141 shares 8,141 $2.69M 0.43% -167 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 52,971 shares; 2026Q2: 62,995 shares; 2026Q3: 54,848 shares 54,848 $2.69M 0.43% -8,147 Timeline INRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 69,615 shares 69,615 $2.56M 0.41% new 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; 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; 2026Q3: 43,569 shares 43,569 $2.35M 0.37% -365 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; 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; 2026Q3: 49,522 shares 49,522 $2.33M 0.37% -1,110 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; 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; 2026Q3: 58,092 shares 58,092 $2.26M 0.36% -516 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 86,310 shares; 2026Q2: 78,515 shares; 2026Q3: 47,550 shares 47,550 $2.24M 0.36% -30,965 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 25,133 shares; 2026Q3: 39,611 shares 39,611 $2.23M 0.35% +14,478 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; 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; 2026Q3: 3,660 shares 3,660 $2.23M 0.35% +482 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 136,206 shares; 2026Q3: 74,019 shares 74,019 $2.21M 0.35% -62,187 Timeline GPIX 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,725 shares; 2025Q4: 11,249 shares; 2026Q1: 20,057 shares; 2026Q2: not reported; 2026Q3: 38,990 shares 38,990 $2.18M 0.34% new 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; 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; 2026Q3: 39,878 shares 39,878 $2.13M 0.34% +16,401 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; 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; 2026Q3: 9,591 shares 9,591 $2M 0.32% +8,441 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; 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; 2026Q3: 77,155 shares 77,155 $1.96M 0.31% +410 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; 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; 2026Q3: 5,486 shares 5,486 $1.95M 0.31% +14 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,765 shares; 2026Q3: 15,604 shares 15,604 $1.88M 0.3% +10,839 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; 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; 2026Q3: 65,993 shares 65,993 $1.84M 0.29% +9,939 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; 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; 2026Q3: 22,773 shares 22,773 $1.84M 0.29% +18,342 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; 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; 2026Q3: 16,555 shares 16,555 $1.8M 0.29% +7,638 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 6,883 shares 6,883 $1.8M 0.29% -94 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,534 shares 3,534 $1.8M 0.28% 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; 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; 2026Q3: 43,712 shares 43,712 $1.72M 0.27% +35,082 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; 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; 2026Q3: 5,192 shares 5,192 $1.71M 0.27% +500 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 77,753 shares; 2026Q2: 56,002 shares; 2026Q3: 38,584 shares 38,584 $1.7M 0.27% -17,418 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 8,799 shares 8,799 $1.62M 0.26% +2,320 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; 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; 2026Q3: 1,768 shares 1,768 $1.61M 0.26% -5,262 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; 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; 2026Q3: 5,257 shares 5,257 $1.6M 0.25% +368 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 28,578 shares 28,578 $1.55M 0.25% new Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,822 shares; 2026Q2: 9,561 shares; 2026Q3: 8,059 shares 8,059 $1.53M 0.24% -1,502 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 11,371 shares 11,371 $1.52M 0.24% -442 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; 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; 2026Q3: 10,220 shares 10,220 $1.52M 0.24% -294 Timeline IDEF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 48,494 shares 48,494 $1.51M 0.24% new 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; 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; 2026Q3: 3,007 shares 3,007 $1.5M 0.24% -1 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; 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; 2026Q3: 10,221 shares 10,221 $1.48M 0.24% +1,065 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 30,192 shares 30,192 $1.47M 0.23% -2,162 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,207 shares; 2026Q3: 3,605 shares 3,605 $1.45M 0.23% +398 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 13,498 shares 13,498 $1.4M 0.22% +344 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; 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; 2026Q3: 2,670 shares 2,670 $1.4M 0.22% -44 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 8,557 shares 8,557 $1.39M 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; 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; 2026Q3: 15,231 shares 15,231 $1.38M 0.22% +31 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; 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; 2026Q3: 28,131 shares 28,131 $1.37M 0.22% +22,837 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; 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; 2026Q3: 13,606 shares 13,606 $1.35M 0.21% -254 Timeline EPC EDGEWELL PERSONAL CARE CO More: the full row for EDGEWELL PERSONAL CARE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 50,054 shares 50,054 $1.35M 0.21% new Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 3,907 shares 3,907 $1.33M 0.21% +1,292 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,895 shares; 2026Q3: 12,492 shares 12,492 $1.33M 0.21% +597 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 13,830 shares 13,830 $1.31M 0.21% +11,117 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 19,144 shares 19,144 $1.31M 0.21% +422 Timeline UI UBIQUITI INC More: the full row for UBIQUITI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,124 shares; 2025Q4: 771 shares; 2026Q1: 1,261 shares; 2026Q2: 1,276 shares; 2026Q3: 2,283 shares 2,283 $1.3M 0.21% +1,007 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 6,318 shares 6,318 $1.29M 0.2% -19 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 3,059 shares 3,059 $1.29M 0.2% -14,819 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 797 shares; 2026Q3: 5,682 shares 5,682 $1.29M 0.2% +4,885 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; 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; 2026Q3: 16,393 shares 16,393 $1.28M 0.2% -2,002 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 5,324 shares 5,324 $1.28M 0.2% +340 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,247 shares; 2026Q3: 17,196 shares 17,196 $1.27M 0.2% -1,051 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 7,611 shares 7,611 $1.27M 0.2% -82 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,651 shares 1,651 $1.25M 0.2% new Timeline PBH PRESTIGE CONSMR HEALTHCARE I More: the full row for PRESTIGE CONSMR HEALTHCARE I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,803 shares; 2025Q4: 18,526 shares; 2026Q1: 20,735 shares; 2026Q2: not reported; 2026Q3: 27,280 shares 27,280 $1.25M 0.2% new 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; 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; 2026Q3: 13,350 shares 13,350 $1.24M 0.2% -71 Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 13,684 shares 13,684 $1.21M 0.19% -1,127 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; 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; 2026Q3: 46,766 shares 46,766 $1.2M 0.19% -255 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; 2024Q4: 39,639 shares; 2025Q1: 14,079 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,532 shares; 2026Q3: 11,100 shares 11,100 $1.19M 0.19% +4,568 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; 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; 2026Q3: 5,884 shares 5,884 $1.15M 0.18% -1,374 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; 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; 2026Q3: 2,206 shares 2,206 $1.12M 0.18% -550 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; 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; 2026Q3: 7,709 shares 7,709 $1.12M 0.18% -9,248 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; 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; 2026Q3: 35,620 shares 35,620 $1.1M 0.17% -760,880 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 27,689 shares; 2026Q3: 7,937 shares 7,937 $1.09M 0.17% -19,752 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; 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; 2026Q3: 8,683 shares 8,683 $1.05M 0.17% -180 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 10,959 shares 10,959 $1.04M 0.16% -303 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; 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; 2026Q3: 5,021 shares 5,021 $1.02M 0.16% -84 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; 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; 2026Q3: 1,438 shares 1,438 $1.01M 0.16% -298 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 11,421 shares 11,421 $995K 0.16% +2,113 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; 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; 2026Q3: 3,752 shares 3,752 $991K 0.16% +655 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; 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; 2026Q3: 2,580 shares 2,580 $983K 0.16% -3,116 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; 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; 2026Q3: 20,482 shares 20,482 $970K 0.15% -18,926 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; 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; 2026Q3: 189,210 shares 189,210 $957K 0.15% -2,606 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; 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; 2026Q3: 22,086 shares 22,086 $949K 0.15% -862 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 20,901 shares 20,901 $917K 0.15% +1,019 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; 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; 2026Q3: 29,849 shares 29,849 $900K 0.14% -61 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 2,836 shares 2,836 $886K 0.14% +161 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 4,746 shares 4,746 $881K 0.14% -53 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,648 shares; 2026Q3: 10,127 shares 10,127 $874K 0.14% -2,521 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 400 shares; 2026Q2: 400 shares; 2026Q3: 491 shares 491 $854K 0.14% +91 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,376 shares; 2026Q1: 3,374 shares; 2026Q2: 5,775 shares; 2026Q3: 5,708 shares 5,708 $826K 0.13% -67 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; 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; 2026Q3: 8,770 shares 8,770 $790K 0.13% -3,280 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; 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; 2026Q3: 20,800 shares 20,800 $761K 0.12% +127 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; 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; 2026Q3: 8,146 shares 8,146 $748K 0.12% +36 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; 2024Q4: 1 shares; 2025Q1: 2 shares; 2025Q2: 1 shares; 2025Q3: 2 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 2 shares; 2026Q3: 1 shares 1 $747K 0.12% -1 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; 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; 2026Q3: 16,089 shares 16,089 $742K 0.12% -648 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; 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; 2026Q3: 11,979 shares 11,979 $737K 0.12% -127 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; 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; 2026Q3: 12,748 shares 12,748 $697K 0.11% 0 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,947 shares 1,947 $684K 0.11% -77 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; 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; 2026Q3: 3,096 shares 3,096 $669K 0.11% -1,399 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; 2024Q4: 758 shares; 2025Q1: 727 shares; 2025Q2: 727 shares; 2025Q3: 727 shares; 2025Q4: 737 shares; 2026Q1: 742 shares; 2026Q2: 776 shares; 2026Q3: 699 shares 699 $665K 0.11% -77 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; 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; 2026Q3: 915 shares 915 $664K 0.11% -858 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 2,344 shares 2,344 $652K 0.1% -932 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 12,483 shares 12,483 $633K 0.1% +643 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; 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; 2026Q3: 2,868 shares 2,868 $631K 0.1% -8,372 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; 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; 2026Q3: 2,493 shares 2,493 $621K 0.1% -70 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; 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; 2026Q3: 13,354 shares 13,354 $618K 0.1% +449 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; 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; 2026Q3: 6,712 shares 6,712 $615K 0.1% +841 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; 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; 2026Q3: 13,154 shares 13,154 $614K 0.1% -454 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,250 shares; 2026Q3: 3,947 shares 3,947 $596K 0.09% +2,697 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,546 shares; 2026Q1: 54,779 shares; 2026Q2: 9,878 shares; 2026Q3: 8,398 shares 8,398 $584K 0.09% -1,480 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,138 shares; 2026Q3: 1,194 shares 1,194 $582K 0.09% +56 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 2,728 shares 2,728 $565K 0.09% -125 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 835 shares; 2026Q2: 838 shares; 2026Q3: 1,406 shares 1,406 $556K 0.09% +568 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; 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; 2026Q3: 11,102 shares 11,102 $555K 0.09% -1,030 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; 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; 2026Q3: 7,509 shares 7,509 $538K 0.09% -1,912 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; 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; 2026Q3: 12,739 shares 12,739 $538K 0.09% -119 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; 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; 2026Q3: 13,412 shares 13,412 $520K 0.08% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,405 shares; 2026Q3: 24,920 shares 24,920 $520K 0.08% +14,515 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 9,240 shares 9,240 $472K 0.07% -208 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; 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; 2026Q3: 5,203 shares 5,203 $464K 0.07% -534 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,850 shares; 2026Q2: 40,293 shares; 2026Q3: 51,049 shares 51,049 $460K 0.07% +10,756 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 4,696 shares 4,696 $458K 0.07% -366 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; 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; 2026Q3: 10,468 shares 10,468 $452K 0.07% +470 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 904 shares; 2026Q3: 833 shares 833 $448K 0.07% -71 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; 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; 2026Q3: 10,340 shares 10,340 $448K 0.07% -407 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,114 shares; 2025Q3: 752 shares; 2025Q4: 764 shares; 2026Q1: 1,013 shares; 2026Q2: 999 shares; 2026Q3: 1,172 shares 1,172 $439K 0.07% +173 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; 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; 2026Q3: 12,125 shares 12,125 $435K 0.07% -625 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 2,828 shares 2,828 $435K 0.07% -104 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; 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; 2026Q3: 951 shares 951 $434K 0.07% -69 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; 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; 2026Q3: 4,651 shares 4,651 $418K 0.07% -89 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; 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; 2026Q3: 3,100 shares 3,100 $410K 0.06% 0 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; 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; 2026Q3: 13,989 shares 13,989 $400K 0.06% -1,323 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; 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; 2026Q3: 1,709 shares 1,709 $399K 0.06% -136 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 3,984 shares 3,984 $388K 0.06% +130 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,950 shares; 2026Q1: 3,798 shares; 2026Q2: 725 shares; 2026Q3: 839 shares 839 $381K 0.06% +114 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; 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; 2026Q3: 11,136 shares 11,136 $372K 0.06% +305 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 221 shares; 2025Q4: 221 shares; 2026Q1: 221 shares; 2026Q2: 220 shares; 2026Q3: 200 shares 200 $362K 0.06% -20 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; 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; 2026Q3: 18,925 shares 18,925 $351K 0.06% -8,759 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,859 shares; 2025Q4: not reported; 2026Q1: 1,538 shares; 2026Q2: 1,538 shares; 2026Q3: 1,538 shares 1,538 $342K 0.05% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,441 shares; 2026Q3: 15,119 shares 15,119 $323K 0.05% -2,322 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; 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; 2026Q3: 9,289 shares 9,289 $318K 0.05% +123 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 896 shares 896 $308K 0.05% -105 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 100,035 shares; 2026Q3: 99,452 shares 99,452 $304K 0.05% -583 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,203 shares; 2026Q2: 12,812 shares; 2026Q3: 13,611 shares 13,611 $304K 0.05% +799 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 671 shares; 2025Q3: 674 shares; 2025Q4: 676 shares; 2026Q1: 679 shares; 2026Q2: 681 shares; 2026Q3: 683 shares 683 $298K 0.05% +2 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,570 shares; 2026Q3: 13,311 shares 13,311 $292K 0.05% +741 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; 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; 2026Q3: 9,081 shares 9,081 $288K 0.05% -755 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,520 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,428 shares; 2026Q3: 2,952 shares 2,952 $286K 0.05% -476 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,066 shares; 2025Q4: 1,066 shares; 2026Q1: not reported; 2026Q2: 1,066 shares; 2026Q3: 1,066 shares 1,066 $282K 0.04% 0 Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,835 shares; 2026Q3: 13,244 shares 13,244 $281K 0.04% +409 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; 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; 2026Q3: 5,655 shares 5,655 $280K 0.04% -1,090 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 332 shares 332 $269K 0.04% -5,601 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; 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; 2026Q3: 5,396 shares 5,396 $268K 0.04% +24 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,441 shares 1,441 $268K 0.04% +9 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; 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; 2026Q3: 7,386 shares 7,386 $263K 0.04% -12,083 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; 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; 2026Q3: 202,703 shares 202,703 $257K 0.04% +2,618 Timeline STN STANTEC INC More: the full row for STANTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,758 shares; 2026Q1: 3,758 shares; 2026Q2: 3,758 shares; 2026Q3: 3,758 shares 3,758 $253K 0.04% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 37,173 shares; 2026Q3: 38,799 shares 38,799 $251K 0.04% +1,626 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 693 shares; 2026Q3: 629 shares 629 $250K 0.04% -64 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,585 shares; 2026Q3: 4,585 shares 4,585 $249K 0.04% -1,000 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; 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; 2026Q3: 5,353 shares 5,353 $246K 0.04% 0 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; 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; 2026Q3: 5,606 shares 5,606 $242K 0.04% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 8,474 shares 8,474 $242K 0.04% -3,450 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,833 shares; 2026Q2: 8,847 shares; 2026Q3: 8,868 shares 8,868 $241K 0.04% +21 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; 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; 2026Q3: 4,810 shares 4,810 $232K 0.04% -3,267 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 3,336 shares 3,336 $231K 0.04% -69,560 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 720 shares; 2026Q3: 792 shares 792 $228K 0.04% +72 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,432 shares; 2026Q3: 1,773 shares 1,773 $223K 0.04% -659 Timeline CRAK VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,500 shares 3,500 $222K 0.04% new 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; 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; 2026Q3: 5,024 shares 5,024 $221K 0.04% -714 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 36,847 shares; 2026Q3: 1,716 shares 1,716 $217K 0.03% -35,131 Timeline CRWL GRANITESHARES ETF TR More: the full row for GRANITESHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,045 shares 2,045 $214K 0.03% new Timeline VAL VALARIS LTD More: the full row for VALARIS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,700 shares; 2026Q2: not reported; 2026Q3: 2,700 shares 2,700 $212K 0.03% 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; 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; 2026Q3: 8,015 shares 8,015 $212K 0.03% -9,010 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,733 shares; 2026Q1: 6,733 shares; 2026Q2: 6,119 shares; 2026Q3: 6,119 shares 6,119 $209K 0.03% 0 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,764 shares; 2025Q1: 3,025 shares; 2025Q2: 2,765 shares; 2025Q3: 2,765 shares; 2025Q4: 1,687 shares; 2026Q1: 1,687 shares; 2026Q2: not reported; 2026Q3: 1,686 shares 1,686 $205K 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; 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; 2026Q3: 3,838 shares 3,838 $203K 0.03% -193 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; 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; 2026Q3: 5,128 shares 5,128 $203K 0.03% -1,834 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,000 shares; 2026Q1: 21,000 shares; 2026Q2: 21,000 shares; 2026Q3: 21,000 shares 21,000 $176K 0.03% 0 Timeline LTBR LIGHTBRIDGE CORP More: the full row for LIGHTBRIDGE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 27,492 shares; 2026Q3: 26,803 shares 26,803 $169K 0.03% -689 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; 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; 2026Q3: 19,024 shares 19,024 $59.2K 0.01% -419 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,084 shares; 2026Q2: 26,658 shares; 2026Q3: 26,212 shares 26,212 $50.9K 0.01% -446 Timeline