MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 102,516 shares; 2024Q4: 114,188 shares; 2025Q1: 124,804 shares; 2025Q2: 140,439 shares; 2025Q3: 155,270 shares; 2025Q4: 166,970 shares; 2026Q1: 173,712 shares; 2026Q2: 157,490 shares 157,490 $15.9M 6.97% -16,222 Timeline BIZD 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: 733,155 shares; 2024Q4: 805,097 shares; 2025Q1: 865,597 shares; 2025Q2: 999,233 shares; 2025Q3: 1,122,164 shares; 2025Q4: 1,212,252 shares; 2026Q1: 1,250,070 shares; 2026Q2: 1,204,459 shares 1,204,459 $15.2M 6.7% -45,611 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 323,304 shares; 2024Q4: 368,310 shares; 2025Q1: 483,570 shares; 2025Q2: 581,798 shares; 2025Q3: 701,789 shares; 2025Q4: 753,812 shares; 2026Q1: 788,765 shares; 2026Q2: 807,654 shares 807,654 $14.9M 6.54% +18,889 Timeline PCN PIMCO CORPORATE & INCM STRG More: the full row for PIMCO CORPORATE & INCM STRG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 794,053 shares; 2024Q4: 871,785 shares; 2025Q1: 961,049 shares; 2025Q2: 1,049,372 shares; 2025Q3: 1,179,322 shares; 2025Q4: 1,229,934 shares; 2026Q1: 1,268,336 shares; 2026Q2: 1,210,014 shares 1,210,014 $14.5M 6.35% -58,322 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 297,018 shares; 2024Q4: 345,607 shares; 2025Q1: 451,426 shares; 2025Q2: 534,435 shares; 2025Q3: 636,612 shares; 2025Q4: 682,476 shares; 2026Q1: 724,194 shares; 2026Q2: 751,235 shares 751,235 $12.5M 5.51% +27,041 Timeline DFAC 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: 35,947 shares; 2024Q4: 35,947 shares; 2025Q1: 37,571 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 281,251 shares 281,251 $12.5M 5.48% new Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 473,776 shares; 2024Q4: 533,466 shares; 2025Q1: 687,972 shares; 2025Q2: 799,685 shares; 2025Q3: 947,719 shares; 2025Q4: 1,008,247 shares; 2026Q1: 1,055,044 shares; 2026Q2: 998,062 shares 998,062 $12.3M 5.4% -56,982 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: 15,016 shares; 2024Q4: 16,743 shares; 2025Q1: 17,882 shares; 2025Q2: 18,247 shares; 2025Q3: 19,507 shares; 2025Q4: 20,333 shares; 2026Q1: 20,590 shares; 2026Q2: 15,744 shares 15,744 $11.6M 5.09% -4,846 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 174,997 shares; 2024Q4: 192,381 shares; 2025Q1: 236,606 shares; 2025Q2: 282,642 shares; 2025Q3: 333,245 shares; 2025Q4: 352,317 shares; 2026Q1: 360,805 shares; 2026Q2: 360,484 shares 360,484 $11.4M 5.02% -321 Timeline KBWD 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: 404,383 shares; 2024Q4: 456,337 shares; 2025Q1: 528,023 shares; 2025Q2: 649,190 shares; 2025Q3: 745,613 shares; 2025Q4: 808,721 shares; 2026Q1: 854,897 shares; 2026Q2: 823,136 shares 823,136 $10.2M 4.49% -31,761 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 155,186 shares; 2024Q4: 178,687 shares; 2025Q1: 174,954 shares; 2025Q2: 170,493 shares; 2025Q3: 170,793 shares; 2025Q4: 173,226 shares; 2026Q1: 175,865 shares; 2026Q2: 95,127 shares 95,127 $6.78M 2.98% -80,738 Timeline DFGP 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: not reported; 2026Q1: not reported; 2026Q2: 106,371 shares 106,371 $5.79M 2.54% new Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,039 shares; 2024Q4: 67,209 shares; 2025Q1: 65,949 shares; 2025Q2: 64,072 shares; 2025Q3: 64,841 shares; 2025Q4: 66,230 shares; 2026Q1: 67,427 shares; 2026Q2: 41,107 shares 41,107 $5.25M 2.31% -26,320 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,565 shares; 2024Q4: 31,697 shares; 2025Q1: 39,218 shares; 2025Q2: 43,756 shares; 2025Q3: 49,980 shares; 2025Q4: 51,327 shares; 2026Q1: 52,125 shares; 2026Q2: 52,630 shares 52,630 $5.17M 2.27% +505 Timeline FTSL 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: 116,492 shares; 2024Q4: 137,032 shares; 2025Q1: 134,098 shares; 2025Q2: 131,835 shares; 2025Q3: 131,789 shares; 2025Q4: 134,381 shares; 2026Q1: 156,365 shares; 2026Q2: 100,724 shares 100,724 $4.51M 1.98% -55,641 Timeline FLBL FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92,359 shares; 2024Q4: 105,038 shares; 2025Q1: 137,504 shares; 2025Q2: 159,672 shares; 2025Q3: 188,241 shares; 2025Q4: 195,393 shares; 2026Q1: 203,066 shares; 2026Q2: 190,163 shares 190,163 $4.36M 1.91% -12,903 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,580 shares; 2024Q4: 36,111 shares; 2025Q1: 36,352 shares; 2025Q2: 35,684 shares; 2025Q3: 35,841 shares; 2025Q4: 35,902 shares; 2026Q1: 36,316 shares; 2026Q2: 20,718 shares 20,718 $3.28M 1.44% -15,598 Timeline DFSV 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: not reported; 2026Q1: not reported; 2026Q2: 82,059 shares 82,059 $3.18M 1.4% new Timeline DUHP 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: not reported; 2026Q1: not reported; 2026Q2: 75,513 shares 75,513 $3.15M 1.38% new Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,278 shares; 2025Q3: 33,610 shares; 2025Q4: 59,337 shares; 2026Q1: 92,241 shares; 2026Q2: 128,507 shares 128,507 $3.01M 1.32% +36,266 Timeline DGCB 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: not reported; 2026Q1: not reported; 2026Q2: 53,974 shares 53,974 $2.95M 1.3% new Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,000 shares; 2024Q4: 23,510 shares; 2025Q1: 23,046 shares; 2025Q2: 22,166 shares; 2025Q3: 22,128 shares; 2025Q4: 44,404 shares; 2026Q1: 44,988 shares; 2026Q2: 24,471 shares 24,471 $2.87M 1.26% -20,517 Timeline PSI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,792 shares; 2024Q4: 16,783 shares; 2025Q1: 15,833 shares; 2025Q2: 15,524 shares; 2025Q3: 15,495 shares; 2025Q4: 14,900 shares; 2026Q1: 14,711 shares; 2026Q2: 14,704 shares 14,704 $2.76M 1.21% -7 Timeline DFIC 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: not reported; 2026Q1: not reported; 2026Q2: 72,589 shares 72,589 $2.7M 1.19% new Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,343 shares; 2024Q4: 18,994 shares; 2025Q1: 18,795 shares; 2025Q2: 18,217 shares; 2025Q3: 18,202 shares; 2025Q4: 18,454 shares; 2026Q1: 18,762 shares; 2026Q2: 9,827 shares 9,827 $2.42M 1.06% -8,935 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,152 shares; 2024Q4: 49,148 shares; 2025Q1: 48,306 shares; 2025Q2: 47,044 shares; 2025Q3: 47,518 shares; 2025Q4: 49,419 shares; 2026Q1: 50,612 shares; 2026Q2: 27,452 shares 27,452 $2.28M 1% -23,160 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: 3,215 shares; 2024Q4: 3,963 shares; 2025Q1: 4,016 shares; 2025Q2: 6,938 shares; 2025Q3: 6,950 shares; 2025Q4: 5,739 shares; 2026Q1: 6,539 shares; 2026Q2: 6,687 shares 6,687 $1.93M 0.85% +148 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,140 shares; 2025Q3: 25,059 shares; 2025Q4: 40,929 shares; 2026Q1: 61,315 shares; 2026Q2: 74,462 shares 74,462 $1.8M 0.79% +13,147 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,485 shares; 2024Q4: 14,985 shares; 2025Q1: 14,985 shares; 2025Q2: 73,305 shares; 2025Q3: 73,305 shares; 2025Q4: 86,884 shares; 2026Q1: 112,170 shares; 2026Q2: 226,584 shares 226,584 $1.79M 0.78% +114,414 Timeline BST BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,402 shares; 2025Q3: 20,094 shares; 2025Q4: 22,665 shares; 2026Q1: 23,911 shares; 2026Q2: 34,522 shares 34,522 $1.75M 0.77% +10,611 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,200 shares; 2026Q2: 25,822 shares 25,822 $1.59M 0.7% +21,622 Timeline REZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,361 shares; 2024Q4: 26,955 shares; 2025Q1: 26,368 shares; 2025Q2: 25,450 shares; 2025Q3: 25,552 shares; 2025Q4: 26,637 shares; 2026Q1: 27,139 shares; 2026Q2: 14,763 shares 14,763 $1.4M 0.61% -12,376 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,649 shares; 2025Q3: 19,770 shares; 2025Q4: 23,481 shares; 2026Q1: 28,057 shares; 2026Q2: 46,108 shares 46,108 $1.27M 0.56% +18,051 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,374 shares; 2025Q3: 15,267 shares; 2025Q4: 16,886 shares; 2026Q1: 19,029 shares; 2026Q2: 28,847 shares 28,847 $1.17M 0.52% +9,818 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE 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: 13,626 shares; 2026Q1: 10,128 shares; 2026Q2: 26,001 shares 26,001 $1.05M 0.46% +15,873 Timeline DFEM 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: not reported; 2026Q1: not reported; 2026Q2: 25,499 shares 25,499 $1.04M 0.46% new Timeline DIHP 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: not reported; 2026Q1: not reported; 2026Q2: 27,096 shares 27,096 $925K 0.41% new Timeline DISV 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: not reported; 2026Q1: not reported; 2026Q2: 22,278 shares 22,278 $894K 0.39% new Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,820 shares; 2024Q4: 3,845 shares; 2025Q1: 3,777 shares; 2025Q2: 3,690 shares; 2025Q3: 3,680 shares; 2025Q4: 3,506 shares; 2026Q1: 3,503 shares; 2026Q2: 3,503 shares 3,503 $849K 0.37% 0 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES 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: 13,612 shares; 2026Q1: 25,533 shares; 2026Q2: 155,743 shares 155,743 $777K 0.34% +130,210 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,129 shares 14,129 $750K 0.33% new Timeline DVYE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 23,230 shares 23,230 $749K 0.33% new Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,403 shares; 2024Q4: 17,729 shares; 2025Q1: 17,263 shares; 2025Q2: 17,107 shares; 2025Q3: 18,002 shares; 2025Q4: 19,064 shares; 2026Q1: 19,079 shares; 2026Q2: 19,229 shares 19,229 $730K 0.32% +150 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,040 shares; 2025Q3: 6,079 shares; 2025Q4: 6,510 shares; 2026Q1: 6,577 shares; 2026Q2: 11,992 shares 11,992 $677K 0.3% +5,415 Timeline FDN 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: 2,530 shares; 2024Q4: 2,543 shares; 2025Q1: 2,485 shares; 2025Q2: 2,432 shares; 2025Q3: 2,425 shares; 2025Q4: 2,331 shares; 2026Q1: 2,331 shares; 2026Q2: 2,331 shares 2,331 $617K 0.27% 0 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP 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: 51,272 shares 51,272 $617K 0.27% new Timeline JPIB 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: 7,506 shares; 2026Q1: 17,395 shares; 2026Q2: 12,502 shares 12,502 $604K 0.27% -4,893 Timeline DEHP 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: not reported; 2026Q1: not reported; 2026Q2: 12,335 shares 12,335 $528K 0.23% new Timeline DFEV 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: not reported; 2026Q1: not reported; 2026Q2: 12,232 shares 12,232 $522K 0.23% new Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,705 shares 3,705 $517K 0.23% new Timeline DFGR 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: not reported; 2026Q1: not reported; 2026Q2: 17,853 shares 17,853 $517K 0.23% new 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,396 shares; 2025Q4: 4,935 shares; 2026Q1: 5,382 shares; 2026Q2: 8,322 shares 8,322 $516K 0.23% +2,940 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 684 shares; 2025Q3: 577 shares; 2025Q4: 840 shares; 2026Q1: 1,042 shares; 2026Q2: 688 shares 688 $514K 0.23% -354 Timeline MLPX 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: 3,326 shares; 2025Q3: 5,052 shares; 2025Q4: 5,430 shares; 2026Q1: 5,830 shares; 2026Q2: 5,838 shares 5,838 $430K 0.19% +8 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL 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: 22,813 shares 22,813 $423K 0.19% new Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 323 shares; 2026Q1: 403 shares; 2026Q2: 589 shares 589 $404K 0.18% +186 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 874 shares; 2025Q4: 878 shares; 2026Q1: 878 shares; 2026Q2: 996 shares 996 $356K 0.16% +118 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 830 shares; 2025Q2: 817 shares; 2025Q3: 817 shares; 2025Q4: 717 shares; 2026Q1: 819 shares; 2026Q2: 929 shares 929 $342K 0.15% +110 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS 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: 12,555 shares 12,555 $333K 0.15% new Timeline OLP ONE LIBERTY PPTYS INC More: the full row for ONE LIBERTY PPTYS 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: 13,350 shares 13,350 $326K 0.14% new Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 996 shares; 2026Q2: 1,912 shares 1,912 $317K 0.14% +916 Timeline CSWC CAPITAL SOUTHWEST CORP More: the full row for CAPITAL SOUTHWEST 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: 12,836 shares 12,836 $305K 0.13% new Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING 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: 12,579 shares 12,579 $298K 0.13% new Timeline USAC USA COMPRESSION PARTNERS LP More: the full row for USA COMPRESSION PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,211 shares 11,211 $296K 0.13% new Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,243 shares; 2025Q1: 1,155 shares; 2025Q2: 1,099 shares; 2025Q3: 1,111 shares; 2025Q4: 1,104 shares; 2026Q1: 1,104 shares; 2026Q2: 1,238 shares 1,238 $295K 0.13% +134 Timeline CTRE CARETRUST REIT INC More: the full row for CARETRUST REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,287 shares 7,287 $294K 0.13% new Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,465 shares; 2025Q3: 10,465 shares; 2025Q4: 11,263 shares; 2026Q1: 13,994 shares; 2026Q2: 13,994 shares 13,994 $285K 0.13% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,943 shares 3,943 $284K 0.12% new 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: 1,272 shares; 2026Q2: 2,045 shares 2,045 $280K 0.12% +773 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,612 shares; 2025Q2: 3,612 shares; 2025Q3: 3,612 shares; 2025Q4: 3,612 shares; 2026Q1: 3,612 shares; 2026Q2: 3,612 shares 3,612 $276K 0.12% 0 Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,716 shares; 2026Q2: 1,716 shares 1,716 $265K 0.12% 0 Timeline NNN NNN REIT INC More: the full row for NNN REIT 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: 5,632 shares 5,632 $262K 0.12% new Timeline PFXF VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,655 shares; 2025Q3: 10,655 shares; 2025Q4: 11,406 shares; 2026Q1: 14,046 shares; 2026Q2: 14,546 shares 14,546 $260K 0.11% +500 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS 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: 5,364 shares 5,364 $256K 0.11% new Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,591 shares 5,591 $256K 0.11% new Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL 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: 16,149 shares 16,149 $255K 0.11% new Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,490 shares; 2026Q1: 1,498 shares; 2026Q2: 1,617 shares 1,617 $253K 0.11% +119 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL 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 $251K 0.11% new Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,903 shares; 2025Q4: 3,903 shares; 2026Q1: not reported; 2026Q2: 4,366 shares 4,366 $249K 0.11% new Timeline RDIV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,773 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,181 shares; 2025Q4: 4,181 shares; 2026Q1: 4,181 shares; 2026Q2: 4,181 shares 4,181 $242K 0.11% 0 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,129 shares; 2026Q1: 3,139 shares; 2026Q2: 3,179 shares 3,179 $241K 0.11% +40 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL 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: 1,889 shares 1,889 $239K 0.1% new Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,239 shares 5,239 $233K 0.1% new Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,472 shares; 2026Q1: 2,482 shares; 2026Q2: 2,484 shares 2,484 $227K 0.1% +2 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,875 shares; 2025Q4: 7,913 shares; 2026Q1: not reported; 2026Q2: 7,814 shares 7,814 $226K 0.1% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 309 shares; 2026Q2: 299 shares 299 $224K 0.1% -10 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 111 shares 111 $221K 0.1% new Timeline IDVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,051 shares 5,051 $212K 0.09% new Timeline XEMDX WESTERN ASSET EMERGING MKTS More: the full row for WESTERN ASSET EMERGING MKTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,270 shares; 2025Q1: 11,270 shares; 2025Q2: 11,270 shares; 2025Q3: 11,270 shares; 2025Q4: 11,270 shares; 2026Q1: 11,570 shares; 2026Q2: 11,570 shares 11,570 $124K 0.05% 0 Timeline