SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200,163 shares; 2024Q4: 203,630 shares; 2025Q1: 195,052 shares; 2025Q2: 177,961 shares; 2025Q3: 154,689 shares; 2025Q4: 144,334 shares; 2026Q1: 141,628 shares; 2026Q2: 140,478 shares 140,478 $16.3M 6.42% -1,150 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 209,944 shares; 2024Q4: 199,553 shares; 2025Q1: 199,071 shares; 2025Q2: 191,222 shares; 2025Q3: 206,317 shares; 2025Q4: 291,705 shares; 2026Q1: 304,848 shares; 2026Q2: 321,106 shares 321,106 $15.9M 6.23% +16,258 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: 257,758 shares; 2024Q4: 271,030 shares; 2025Q1: 268,018 shares; 2025Q2: 268,554 shares; 2025Q3: 248,321 shares; 2025Q4: 222,535 shares; 2026Q1: 223,865 shares; 2026Q2: 235,324 shares 235,324 $14.6M 5.73% +11,459 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 108,828 shares; 2024Q4: 119,635 shares; 2025Q1: 123,156 shares; 2025Q2: 137,303 shares; 2025Q3: 136,782 shares; 2025Q4: 138,433 shares; 2026Q1: 139,657 shares; 2026Q2: 143,428 shares 143,428 $9.49M 3.73% +3,771 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: 67,735 shares; 2025Q3: 64,750 shares; 2025Q4: 65,246 shares; 2026Q1: 64,071 shares; 2026Q2: 64,965 shares 64,965 $9.2M 3.62% +894 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 157,786 shares; 2024Q4: 161,507 shares; 2025Q1: 158,205 shares; 2025Q2: 160,722 shares; 2025Q3: 166,715 shares; 2025Q4: 164,710 shares; 2026Q1: 171,409 shares; 2026Q2: 179,874 shares 179,874 $9.03M 3.55% +8,465 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 115,483 shares; 2024Q4: 127,488 shares; 2025Q1: 123,594 shares; 2025Q2: 146,151 shares; 2025Q3: 145,181 shares; 2025Q4: 143,783 shares; 2026Q1: 150,015 shares; 2026Q2: 153,627 shares 153,627 $8.72M 3.43% +3,612 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: 68,575 shares; 2024Q4: 70,591 shares; 2025Q1: 75,190 shares; 2025Q2: 73,450 shares; 2025Q3: 80,784 shares; 2025Q4: 103,067 shares; 2026Q1: 109,802 shares; 2026Q2: 117,357 shares 117,357 $7.86M 3.09% +7,555 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: 9,106 shares; 2024Q4: 11,149 shares; 2025Q1: 11,038 shares; 2025Q2: 11,299 shares; 2025Q3: 11,288 shares; 2025Q4: 12,281 shares; 2026Q1: 12,275 shares; 2026Q2: 10,076 shares 10,076 $7.49M 2.94% -2,199 Timeline XBAP 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: 63,240 shares; 2024Q4: 200,648 shares; 2025Q1: 185,084 shares; 2025Q2: 122,961 shares; 2025Q3: 108,644 shares; 2025Q4: 93,507 shares; 2026Q1: 142,229 shares; 2026Q2: 144,583 shares 144,583 $6.06M 2.38% +2,354 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: 88,103 shares; 2026Q1: 90,148 shares; 2026Q2: 92,445 shares 92,445 $5.55M 2.18% +2,297 Timeline XBJL 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: 18,748 shares; 2024Q4: 23,072 shares; 2025Q1: 42,294 shares; 2025Q2: 55,220 shares; 2025Q3: 60,699 shares; 2025Q4: 62,423 shares; 2026Q1: 122,928 shares; 2026Q2: 123,884 shares 123,884 $4.94M 1.94% +956 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: 2,256 shares; 2024Q4: 2,110 shares; 2025Q1: 15,823 shares; 2025Q2: 18,714 shares; 2025Q3: 20,024 shares; 2025Q4: 21,856 shares; 2026Q1: 21,808 shares; 2026Q2: 22,752 shares 22,752 $4.61M 1.81% +944 Timeline SNEX STONEX GROUP INC More: the full row for STONEX GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,823 shares; 2024Q4: 22,823 shares; 2025Q1: 34,323 shares; 2025Q2: 29,405 shares; 2025Q3: 29,570 shares; 2025Q4: 30,583 shares; 2026Q1: 45,391 shares; 2026Q2: 65,692 shares 65,692 $4.51M 1.77% +20,301 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: 8,631 shares; 2024Q4: 8,456 shares; 2025Q1: 8,709 shares; 2025Q2: 7,777 shares; 2025Q3: 7,780 shares; 2025Q4: 7,564 shares; 2026Q1: 7,450 shares; 2026Q2: 7,151 shares 7,151 $4.49M 1.77% -299 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: 32,143 shares; 2025Q2: 29,013 shares; 2025Q3: 29,331 shares; 2025Q4: 29,165 shares; 2026Q1: 27,664 shares; 2026Q2: 28,036 shares 28,036 $4.41M 1.73% +372 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: 10,996 shares; 2025Q4: 12,530 shares; 2026Q1: 12,235 shares; 2026Q2: 12,107 shares 12,107 $4.34M 1.71% -128 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,497 shares; 2024Q4: 24,357 shares; 2025Q1: 28,650 shares; 2025Q2: 46,387 shares; 2025Q3: 49,312 shares; 2025Q4: 55,345 shares; 2026Q1: 59,640 shares; 2026Q2: 62,738 shares 62,738 $4.32M 1.7% +3,098 Timeline CAIE CALAMOS ETF TR More: the full row for CALAMOS 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: 93,226 shares; 2025Q4: 156,002 shares; 2026Q1: 139,392 shares; 2026Q2: 154,290 shares 154,290 $4.13M 1.62% +14,898 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,658 shares; 2024Q4: 34,107 shares; 2025Q1: 34,901 shares; 2025Q2: 33,053 shares; 2025Q3: 33,276 shares; 2025Q4: 32,965 shares; 2026Q1: 32,179 shares; 2026Q2: 61,978 shares 61,978 $3.66M 1.44% +29,799 Timeline CTVA CORTEVA INC More: the full row for CORTEVA 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: 42,108 shares; 2026Q1: 41,087 shares; 2026Q2: 41,838 shares 41,838 $3.65M 1.44% +751 Timeline UPRO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,811 shares; 2024Q4: 32,149 shares; 2025Q1: 27,342 shares; 2025Q2: 28,481 shares; 2025Q3: 27,367 shares; 2025Q4: 25,920 shares; 2026Q1: 25,519 shares; 2026Q2: 25,843 shares 25,843 $3.59M 1.41% +324 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: 13,173 shares; 2024Q4: 13,081 shares; 2025Q1: 13,570 shares; 2025Q2: 13,253 shares; 2025Q3: 13,308 shares; 2025Q4: 12,493 shares; 2026Q1: 12,666 shares; 2026Q2: 12,951 shares 12,951 $3.48M 1.37% +285 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,127 shares; 2025Q2: 30,417 shares; 2025Q3: 30,642 shares; 2025Q4: 29,566 shares; 2026Q1: 28,667 shares; 2026Q2: 29,229 shares 29,229 $3.43M 1.35% +562 Timeline SPYU BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 29,189 shares; 2025Q2: 46,130 shares; 2025Q3: 51,431 shares; 2025Q4: 49,259 shares; 2026Q1: 100,201 shares; 2026Q2: 103,644 shares 103,644 $3.33M 1.31% +3,443 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: 5,588 shares; 2024Q4: 6,111 shares; 2025Q1: 6,483 shares; 2025Q2: 7,252 shares; 2025Q3: 7,233 shares; 2025Q4: 7,570 shares; 2026Q1: 7,747 shares; 2026Q2: 7,796 shares 7,796 $3.07M 1.21% +49 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: 7,374 shares; 2024Q4: 7,393 shares; 2025Q1: 7,397 shares; 2025Q2: 6,756 shares; 2025Q3: 8,937 shares; 2025Q4: 8,958 shares; 2026Q1: 8,023 shares; 2026Q2: 8,670 shares 8,670 $2.89M 1.14% +647 Timeline CAIQ CALAMOS ETF TR More: the full row for CALAMOS 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: 92,338 shares; 2026Q1: 87,135 shares; 2026Q2: 107,920 shares 107,920 $2.78M 1.09% +20,785 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 31,658 shares; 2025Q1: 36,221 shares; 2025Q2: 44,982 shares; 2025Q3: 47,819 shares; 2025Q4: 51,836 shares; 2026Q1: 53,173 shares; 2026Q2: 54,976 shares 54,976 $2.67M 1.05% +1,803 Timeline IPAC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,029 shares; 2024Q4: 28,780 shares; 2025Q1: 29,242 shares; 2025Q2: 26,822 shares; 2025Q3: 27,998 shares; 2025Q4: 29,264 shares; 2026Q1: 30,274 shares; 2026Q2: 31,319 shares 31,319 $2.54M 1% +1,045 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,688 shares; 2024Q4: 34,529 shares; 2025Q1: 34,924 shares; 2025Q2: 31,429 shares; 2025Q3: 33,163 shares; 2025Q4: 33,566 shares; 2026Q1: 35,084 shares; 2026Q2: 36,290 shares 36,290 $2.46M 0.97% +1,206 Timeline FCOR 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: 35,033 shares; 2024Q4: 43,399 shares; 2025Q1: 45,561 shares; 2025Q2: 47,216 shares; 2025Q3: 49,227 shares; 2025Q4: 46,165 shares; 2026Q1: 47,526 shares; 2026Q2: 52,113 shares 52,113 $2.44M 0.96% +4,587 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 25,066 shares; 2025Q1: 27,344 shares; 2025Q2: 30,746 shares; 2025Q3: 32,001 shares; 2025Q4: 35,336 shares; 2026Q1: 36,062 shares; 2026Q2: 38,279 shares 38,279 $2.25M 0.89% +2,217 Timeline PVH PVH CORPORATION More: the full row for PVH CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,508 shares; 2026Q1: 27,955 shares; 2026Q2: 28,406 shares 28,406 $2.22M 0.87% +451 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: 19,628 shares; 2024Q4: 21,456 shares; 2025Q1: 22,903 shares; 2025Q2: 24,123 shares; 2025Q3: 24,837 shares; 2025Q4: 26,027 shares; 2026Q1: 26,468 shares; 2026Q2: 26,120 shares 26,120 $2.17M 0.85% -348 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: 2,954 shares; 2024Q4: 3,700 shares; 2025Q1: 11,165 shares; 2025Q2: 9,594 shares; 2025Q3: 9,449 shares; 2025Q4: 9,600 shares; 2026Q1: 9,668 shares; 2026Q2: 9,792 shares 9,792 $2.13M 0.84% +124 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US 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: 10,085 shares; 2026Q1: 10,107 shares; 2026Q2: 10,312 shares 10,312 $1.98M 0.78% +205 Timeline BCD ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,381 shares; 2024Q4: 55,354 shares; 2025Q1: 53,915 shares; 2025Q2: 43,592 shares; 2025Q3: 45,140 shares; 2025Q4: 49,655 shares; 2026Q1: 51,621 shares; 2026Q2: 54,609 shares 54,609 $1.96M 0.77% +2,988 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS 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: 13,524 shares 13,524 $1.83M 0.72% new Timeline SBAR SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN 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: 25,640 shares; 2026Q1: 37,244 shares; 2026Q2: 68,735 shares 68,735 $1.75M 0.69% +31,491 Timeline XV SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN 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: 26,420 shares; 2026Q1: 38,669 shares; 2026Q2: 69,537 shares 69,537 $1.71M 0.67% +30,868 Timeline QHY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,915 shares; 2024Q4: 28,942 shares; 2025Q1: 32,588 shares; 2025Q2: 34,408 shares; 2025Q3: 36,154 shares; 2025Q4: 31,828 shares; 2026Q1: 33,078 shares; 2026Q2: 36,377 shares 36,377 $1.67M 0.66% +3,299 Timeline XTAP 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: 112,123 shares; 2024Q4: 111,463 shares; 2025Q1: 102,507 shares; 2025Q2: 83,314 shares; 2025Q3: 53,289 shares; 2025Q4: 39,740 shares; 2026Q1: 36,840 shares; 2026Q2: 35,798 shares 35,798 $1.63M 0.64% -1,042 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: 9,765 shares; 2025Q2: 12,034 shares; 2025Q3: 11,599 shares; 2025Q4: 12,801 shares; 2026Q1: 12,376 shares; 2026Q2: 12,574 shares 12,574 $1.59M 0.62% +198 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: 60,169 shares; 2025Q2: 46,485 shares; 2025Q3: 44,240 shares; 2025Q4: 44,685 shares; 2026Q1: 44,547 shares; 2026Q2: 44,393 shares 44,393 $1.52M 0.6% -154 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,491 shares; 2024Q4: 21,719 shares; 2025Q1: 23,089 shares; 2025Q2: 21,940 shares; 2025Q3: 14,827 shares; 2025Q4: 7,727 shares; 2026Q1: 6,975 shares; 2026Q2: 6,617 shares 6,617 $1.44M 0.57% -358 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,587 shares 6,587 $1.44M 0.57% new Timeline DIAL COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,483 shares; 2024Q4: 59,371 shares; 2025Q1: 61,400 shares; 2025Q2: 70,761 shares; 2025Q3: 74,102 shares; 2025Q4: 67,349 shares; 2026Q1: 68,908 shares; 2026Q2: 74,234 shares 74,234 $1.34M 0.53% +5,326 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,007 shares; 2024Q4: 15,409 shares; 2025Q1: 16,016 shares; 2025Q2: 11,170 shares; 2025Q3: 11,327 shares; 2025Q4: 19,505 shares; 2026Q1: 18,721 shares; 2026Q2: 18,948 shares 18,948 $1.28M 0.5% +227 Timeline XTOC 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: 24,306 shares; 2024Q4: 25,096 shares; 2025Q1: 25,355 shares; 2025Q2: 37,201 shares; 2025Q3: 42,105 shares; 2025Q4: 36,308 shares; 2026Q1: 34,923 shares; 2026Q2: 33,348 shares 33,348 $1.21M 0.48% -1,575 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,203 shares; 2024Q4: 1,323 shares; 2025Q1: 5,215 shares; 2025Q2: 4,062 shares; 2025Q3: 3,932 shares; 2025Q4: 3,942 shares; 2026Q1: 3,937 shares; 2026Q2: 3,930 shares 3,930 $1.16M 0.46% -7 Timeline XTJL 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: 21,857 shares; 2024Q4: 22,597 shares; 2025Q1: 24,240 shares; 2025Q2: 27,515 shares; 2025Q3: 31,577 shares; 2025Q4: 30,303 shares; 2026Q1: 28,767 shares; 2026Q2: 27,761 shares 27,761 $1.14M 0.45% -1,006 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: 1,249 shares; 2024Q4: 1,253 shares; 2025Q1: 1,258 shares; 2025Q2: 1,274 shares; 2025Q3: 1,284 shares; 2025Q4: 1,293 shares; 2026Q1: 1,295 shares; 2026Q2: 1,286 shares 1,286 $1.13M 0.45% -9 Timeline SPXL 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: 5,686 shares; 2024Q4: 6,094 shares; 2025Q1: 3,921 shares; 2025Q2: 4,108 shares; 2025Q3: 4,113 shares; 2025Q4: 4,108 shares; 2026Q1: 4,108 shares; 2026Q2: 4,108 shares 4,108 $1.09M 0.43% 0 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: 8,200 shares; 2024Q4: 8,878 shares; 2025Q1: 9,835 shares; 2025Q2: 10,446 shares; 2025Q3: 10,763 shares; 2025Q4: 9,026 shares; 2026Q1: 9,068 shares; 2026Q2: 9,568 shares 9,568 $1.09M 0.43% +500 Timeline URTY PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,521 shares; 2024Q4: 13,729 shares; 2025Q1: 14,095 shares; 2025Q2: 11,370 shares; 2025Q3: 12,577 shares; 2025Q4: 12,359 shares; 2026Q1: 11,311 shares; 2026Q2: 11,494 shares 11,494 $937K 0.37% +183 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: 2,727 shares; 2024Q4: 2,557 shares; 2025Q1: 2,557 shares; 2025Q2: 2,573 shares; 2025Q3: 2,580 shares; 2025Q4: 2,590 shares; 2026Q1: 2,615 shares; 2026Q2: 2,618 shares 2,618 $930K 0.37% +3 Timeline XBJA 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: 194,423 shares; 2024Q4: 24,406 shares; 2025Q1: 46,113 shares; 2025Q2: 74,648 shares; 2025Q3: 77,329 shares; 2025Q4: 83,477 shares; 2026Q1: 19,497 shares; 2026Q2: 27,323 shares 27,323 $925K 0.36% +7,826 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,023 shares; 2024Q4: 5,026 shares; 2025Q1: 5,012 shares; 2025Q2: 5,019 shares; 2025Q3: 5,026 shares; 2025Q4: 5,034 shares; 2026Q1: 5,032 shares; 2026Q2: 5,035 shares 5,035 $925K 0.36% +3 Timeline XXV SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,486 shares; 2026Q1: 24,201 shares; 2026Q2: 39,728 shares 39,728 $918K 0.36% +15,527 Timeline UDOW PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,197 shares; 2024Q4: 9,382 shares; 2025Q1: 8,678 shares; 2025Q2: 8,204 shares; 2025Q3: 8,309 shares; 2025Q4: 12,810 shares; 2026Q1: 12,840 shares; 2026Q2: 12,856 shares 12,856 $889K 0.35% +16 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: 1,887 shares; 2024Q4: 1,847 shares; 2025Q1: 1,947 shares; 2025Q2: 2,331 shares; 2025Q3: 2,658 shares; 2025Q4: 2,610 shares; 2026Q1: 2,864 shares; 2026Q2: 3,595 shares 3,595 $889K 0.35% +731 Timeline XTJA 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: 16,619 shares; 2024Q4: 13,011 shares; 2025Q1: 14,226 shares; 2025Q2: 22,688 shares; 2025Q3: 30,813 shares; 2025Q4: 28,065 shares; 2026Q1: 26,913 shares; 2026Q2: 25,558 shares 25,558 $873K 0.34% -1,355 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: 11,269 shares; 2025Q2: 10,989 shares; 2025Q3: 10,654 shares; 2025Q4: 10,713 shares; 2026Q1: 10,713 shares; 2026Q2: 10,699 shares 10,699 $824K 0.32% -14 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,801 shares; 2024Q4: 1,802 shares; 2025Q1: 1,802 shares; 2025Q2: 2,015 shares; 2025Q3: 2,318 shares; 2025Q4: 2,254 shares; 2026Q1: 2,258 shares; 2026Q2: 2,319 shares 2,319 $803K 0.32% +61 Timeline TECL 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: 2,847 shares; 2024Q4: 3,059 shares; 2025Q1: not reported; 2025Q2: 4,512 shares; 2025Q3: 4,533 shares; 2025Q4: 4,656 shares; 2026Q1: 4,657 shares; 2026Q2: 4,385 shares 4,385 $779K 0.31% -272 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,998 shares; 2024Q4: 2,002 shares; 2025Q1: 2,010 shares; 2025Q2: 2,019 shares; 2025Q3: 2,027 shares; 2025Q4: 3,323 shares; 2026Q1: 3,326 shares; 2026Q2: 3,329 shares 3,329 $769K 0.3% +3 Timeline PICB 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: 14,826 shares; 2024Q4: 20,388 shares; 2025Q1: 23,700 shares; 2025Q2: 28,710 shares; 2025Q3: 31,491 shares; 2025Q4: 29,236 shares; 2026Q1: 30,607 shares; 2026Q2: 33,186 shares 33,186 $767K 0.3% +2,579 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: 35,845 shares 35,845 $739K 0.29% new Timeline XSEP 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: 63,139 shares; 2024Q4: 85,305 shares; 2025Q1: 66,472 shares; 2025Q2: 37,891 shares; 2025Q3: 22,354 shares; 2025Q4: 16,980 shares; 2026Q1: 16,521 shares; 2026Q2: 16,493 shares 16,493 $734K 0.29% -28 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: 4,885 shares; 2025Q1: 7,564 shares; 2025Q2: 7,613 shares; 2025Q3: 7,377 shares; 2025Q4: 7,593 shares; 2026Q1: 7,593 shares; 2026Q2: 7,614 shares 7,614 $733K 0.29% +21 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,001 shares; 2025Q2: 2,208 shares; 2025Q3: 2,195 shares; 2025Q4: 2,231 shares; 2026Q1: 8,791 shares; 2026Q2: 8,807 shares 8,807 $707K 0.28% +16 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: not reported; 2024Q4: 1,012 shares; 2025Q1: not reported; 2025Q2: 1,460 shares; 2025Q3: 1,588 shares; 2025Q4: 1,615 shares; 2026Q1: 1,729 shares; 2026Q2: 2,026 shares 2,026 $703K 0.28% +297 Timeline EDC 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: 5,468 shares; 2025Q3: 6,768 shares; 2025Q4: 9,129 shares; 2026Q1: 8,906 shares; 2026Q2: 9,410 shares 9,410 $649K 0.26% +504 Timeline QGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,148 shares; 2024Q4: 9,148 shares; 2025Q1: 9,148 shares; 2025Q2: 9,148 shares; 2025Q3: 9,078 shares; 2025Q4: 9,086 shares; 2026Q1: 9,086 shares; 2026Q2: 9,086 shares 9,086 $586K 0.23% 0 Timeline SPAB 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: 17,725 shares; 2024Q4: 19,179 shares; 2025Q1: 20,288 shares; 2025Q2: 23,275 shares; 2025Q3: 23,287 shares; 2025Q4: 19,581 shares; 2026Q1: 19,887 shares; 2026Q2: 20,954 shares 20,954 $530K 0.21% +1,067 Timeline ATCL REX ETF TR More: the full row for REX 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: 21,150 shares 21,150 $521K 0.2% new Timeline CAGE CALAMOS ETF TR More: the full row for CALAMOS 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: 18,709 shares 18,709 $515K 0.2% new Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 678 shares; 2026Q1: 678 shares; 2026Q2: 719 shares 719 $500K 0.2% +41 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,643 shares; 2024Q4: 1,608 shares; 2025Q1: 1,615 shares; 2025Q2: 1,626 shares; 2025Q3: 1,699 shares; 2025Q4: 1,737 shares; 2026Q1: 1,756 shares; 2026Q2: 1,866 shares 1,866 $500K 0.2% +110 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 716 shares; 2025Q3: 776 shares; 2025Q4: 1,065 shares; 2026Q1: 1,274 shares; 2026Q2: 1,328 shares 1,328 $493K 0.19% +54 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: not reported; 2024Q4: not reported; 2025Q1: 546 shares; 2025Q2: 600 shares; 2025Q3: 601 shares; 2025Q4: 605 shares; 2026Q1: 810 shares; 2026Q2: 978 shares 978 $480K 0.19% +168 Timeline XBOC 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: 35,499 shares; 2024Q4: 47,096 shares; 2025Q1: 60,646 shares; 2025Q2: 75,419 shares; 2025Q3: 76,544 shares; 2025Q4: 72,347 shares; 2026Q1: 6,182 shares; 2026Q2: 13,054 shares 13,054 $465K 0.18% +6,872 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,900 shares; 2026Q1: 1,900 shares; 2026Q2: 1,900 shares 1,900 $451K 0.18% 0 Timeline PFFD 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: 16,959 shares; 2024Q4: 20,755 shares; 2025Q1: 22,110 shares; 2025Q2: 25,928 shares; 2025Q3: 26,104 shares; 2025Q4: 21,994 shares; 2026Q1: 22,095 shares; 2026Q2: 23,814 shares 23,814 $443K 0.17% +1,719 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares; 2026Q2: 2,500 shares 2,500 $415K 0.16% 0 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 809 shares; 2025Q3: 764 shares; 2025Q4: 789 shares; 2026Q1: 770 shares; 2026Q2: 1,213 shares 1,213 $414K 0.16% +443 Timeline BAB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,062 shares; 2024Q4: 12,001 shares; 2025Q1: 13,141 shares; 2025Q2: 15,413 shares; 2025Q3: 16,035 shares; 2025Q4: 13,544 shares; 2026Q1: 13,136 shares; 2026Q2: 14,424 shares 14,424 $386K 0.15% +1,288 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,500 shares; 2026Q1: 8,500 shares; 2026Q2: 8,500 shares 8,500 $374K 0.15% 0 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL 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: 8,611 shares; 2026Q1: 8,611 shares; 2026Q2: 8,611 shares 8,611 $356K 0.14% 0 Timeline XJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,803 shares; 2024Q4: 15,012 shares; 2025Q1: 12,538 shares; 2025Q2: 12,419 shares; 2025Q3: 10,741 shares; 2025Q4: 8,856 shares; 2026Q1: 8,156 shares; 2026Q2: 7,968 shares 7,968 $354K 0.14% -188 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: 6,719 shares; 2024Q4: 6,719 shares; 2025Q1: 6,719 shares; 2025Q2: 6,719 shares; 2025Q3: 6,719 shares; 2025Q4: 6,719 shares; 2026Q1: 9,520 shares; 2026Q2: 9,519 shares 9,519 $346K 0.14% -1 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,750 shares; 2026Q2: 1,777 shares 1,777 $335K 0.13% +27 Timeline UMDD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,182 shares; 2026Q1: 8,273 shares; 2026Q2: 9,383 shares 9,383 $330K 0.13% +1,110 Timeline SLS SELLAS LIFE SCIENCES GROUP I More: the full row for SELLAS LIFE SCIENCES GROUP 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: not reported; 2025Q4: 25,000 shares; 2026Q1: 25,000 shares; 2026Q2: 25,000 shares 25,000 $330K 0.13% 0 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: 3,681 shares; 2026Q1: 3,681 shares; 2026Q2: 3,681 shares 3,681 $329K 0.13% 0 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 650 shares; 2024Q4: 650 shares; 2025Q1: not reported; 2025Q2: 650 shares; 2025Q3: 764 shares; 2025Q4: 764 shares; 2026Q1: 764 shares; 2026Q2: 764 shares 764 $311K 0.12% 0 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: not reported; 2024Q4: 2,299 shares; 2025Q1: 2,301 shares; 2025Q2: 2,479 shares; 2025Q3: 2,507 shares; 2025Q4: 2,559 shares; 2026Q1: 2,574 shares; 2026Q2: 2,694 shares 2,694 $308K 0.12% +120 Timeline AOK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,104 shares; 2024Q4: 10,104 shares; 2025Q1: 10,104 shares; 2025Q2: 10,472 shares; 2025Q3: 10,525 shares; 2025Q4: 7,394 shares; 2026Q1: 7,431 shares; 2026Q2: 7,496 shares 7,496 $308K 0.12% +65 Timeline AVUV 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: 2,450 shares; 2026Q1: 2,450 shares; 2026Q2: 2,450 shares 2,450 $307K 0.12% 0 Timeline EURL 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: 5,531 shares; 2026Q1: 5,583 shares; 2026Q2: 6,548 shares 6,548 $301K 0.12% +965 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,700 shares; 2026Q1: 6,700 shares; 2026Q2: 6,700 shares 6,700 $288K 0.11% 0 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: 993 shares; 2026Q2: 1,009 shares 1,009 $280K 0.11% +16 Timeline LGLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,030 shares; 2024Q4: 1,793 shares; 2025Q1: 1,777 shares; 2025Q2: 1,734 shares; 2025Q3: 1,665 shares; 2025Q4: 1,617 shares; 2026Q1: 1,501 shares; 2026Q2: 1,490 shares 1,490 $277K 0.11% -11 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,973 shares; 2025Q3: 4,582 shares; 2025Q4: 4,660 shares; 2026Q1: 4,563 shares; 2026Q2: 4,563 shares 4,563 $264K 0.1% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 217 shares; 2025Q4: 212 shares; 2026Q1: 212 shares; 2026Q2: 277 shares 277 $260K 0.1% +65 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,438 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $258K 0.1% 0 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL 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: 1,736 shares 1,736 $256K 0.1% new Timeline UFPT UFP TECHNOLOGIES INC More: the full row for UFP TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,357 shares; 2024Q4: 12,069 shares; 2025Q1: 12,623 shares; 2025Q2: 11,451 shares; 2025Q3: 2,035 shares; 2025Q4: 1,050 shares; 2026Q1: 1,050 shares; 2026Q2: 1,046 shares 1,046 $253K 0.1% -4 Timeline ADT ADT INC DEL More: the full row for ADT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 43,764 shares; 2025Q2: 43,764 shares; 2025Q3: 43,764 shares; 2025Q4: 43,764 shares; 2026Q1: 35,871 shares; 2026Q2: 35,871 shares 35,871 $251K 0.1% 0 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: 1,996 shares 1,996 $247K 0.1% new Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,600 shares; 2026Q1: 2,600 shares; 2026Q2: 2,600 shares 2,600 $247K 0.1% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,100 shares 1,100 $237K 0.09% new Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,238 shares; 2024Q4: 6,288 shares; 2025Q1: 6,153 shares; 2025Q2: 7,103 shares; 2025Q3: 6,793 shares; 2025Q4: 5,230 shares; 2026Q1: 4,989 shares; 2026Q2: 4,625 shares 4,625 $236K 0.09% -364 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,700 shares; 2026Q1: 4,700 shares; 2026Q2: 4,700 shares 4,700 $236K 0.09% 0 Timeline TNA 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: not reported; 2026Q2: 3,238 shares 3,238 $227K 0.09% new 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: not reported; 2026Q1: not reported; 2026Q2: 267 shares 267 $227K 0.09% new Timeline XLRE 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: 5,237 shares; 2025Q2: 5,926 shares; 2025Q3: 5,835 shares; 2025Q4: 4,940 shares; 2026Q1: 4,848 shares; 2026Q2: 4,873 shares 4,873 $221K 0.09% +25 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,172 shares; 2026Q1: 4,172 shares; 2026Q2: 4,172 shares 4,172 $213K 0.08% 0 Timeline JIRE 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: 2,584 shares; 2026Q1: 2,584 shares; 2026Q2: 2,584 shares 2,584 $212K 0.08% 0 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 351 shares; 2025Q3: 376 shares; 2025Q4: 325 shares; 2026Q1: 401 shares; 2026Q2: 318 shares 318 $206K 0.08% -83 Timeline RDW REDWIRE CORPORATION More: the full row for REDWIRE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,556 shares; 2026Q2: 10,739 shares 10,739 $90.7K 0.04% -5,817 Timeline BTQ BTQ TECHNOLOGIES CORP More: the full row for BTQ TECHNOLOGIES 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: 23,943 shares 23,943 $79K 0.03% new Timeline HELP CYBIN INC More: the full row for CYBIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $72.5K 0.03% 0 Timeline UPXI UPEXI INC More: the full row for UPEXI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 40,000 shares; 2026Q1: 40,000 shares; 2026Q2: 40,000 shares 40,000 $32.2K 0.01% 0 Timeline SES SES AI CORPORATION More: the full row for SES AI CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 48,076 shares 48,076 $30.7K 0.01% new Timeline GANX GAIN THERAPEUTICS INC More: the full row for GAIN THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,000 shares; 2026Q2: 15,000 shares 15,000 $25.6K 0.01% 0 Timeline BLNE BEELINE HOLDINGS INC More: the full row for BEELINE HOLDINGS 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: 11,210 shares; 2026Q1: 11,210 shares; 2026Q2: 11,210 shares 11,210 $10.5K <0.01% 0 Timeline