SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 196,734 shares; 2024Q4: 525,276 shares; 2025Q1: 537,697 shares; 2025Q2: 608,670 shares; 2025Q3: 666,085 shares; 2025Q4: 672,747 shares; 2026Q1: 600,219 shares; 2026Q2: 637,159 shares 637,159 $64.1M 3.92% +36,940 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 152,821 shares; 2024Q4: 208,367 shares; 2025Q1: 286,569 shares; 2025Q2: 331,880 shares; 2025Q3: 430,160 shares; 2025Q4: 522,585 shares; 2026Q1: 617,252 shares; 2026Q2: 668,521 shares 668,521 $58.7M 3.59% +51,269 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: 347,579 shares; 2024Q4: 454,685 shares; 2025Q1: 541,721 shares; 2025Q2: 611,808 shares; 2025Q3: 661,469 shares; 2025Q4: 695,651 shares; 2026Q1: 743,606 shares; 2026Q2: 846,807 shares 846,807 $51.5M 3.15% +103,201 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: 102,145 shares; 2024Q4: 111,599 shares; 2025Q1: 114,121 shares; 2025Q2: 117,286 shares; 2025Q3: 118,714 shares; 2025Q4: 130,648 shares; 2026Q1: 133,792 shares; 2026Q2: 165,022 shares 165,022 $47.8M 2.92% +31,230 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,004 shares; 2024Q4: 97,283 shares; 2025Q1: 114,869 shares; 2025Q2: 122,248 shares; 2025Q3: 127,249 shares; 2025Q4: 136,475 shares; 2026Q1: 150,279 shares; 2026Q2: 149,208 shares 149,208 $43.4M 2.65% -1,071 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: 96,837 shares; 2024Q4: 107,152 shares; 2025Q1: 109,224 shares; 2025Q2: 111,979 shares; 2025Q3: 113,906 shares; 2025Q4: 115,309 shares; 2026Q1: 118,673 shares; 2026Q2: 168,672 shares 168,672 $33.7M 2.06% +49,999 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: 79,598 shares; 2024Q4: 95,676 shares; 2025Q1: 126,198 shares; 2025Q2: 203,228 shares; 2025Q3: 292,287 shares; 2025Q4: 349,607 shares; 2026Q1: 487,362 shares; 2026Q2: 624,036 shares 624,036 $31.4M 1.92% +136,674 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 412,181 shares; 2024Q4: 666,521 shares; 2025Q1: 938,764 shares; 2025Q2: 1,085,086 shares; 2025Q3: 1,241,866 shares; 2025Q4: 1,308,480 shares; 2026Q1: 1,370,872 shares; 2026Q2: 1,465,168 shares 1,465,168 $28.7M 1.76% +94,296 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 459,213 shares; 2024Q4: 686,681 shares; 2025Q1: 969,919 shares; 2025Q2: 1,116,372 shares; 2025Q3: 1,276,992 shares; 2025Q4: 1,331,110 shares; 2026Q1: 1,358,845 shares; 2026Q2: 1,431,523 shares 1,431,523 $28M 1.71% +72,678 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 387,957 shares; 2024Q4: 599,401 shares; 2025Q1: 848,590 shares; 2025Q2: 995,005 shares; 2025Q3: 1,135,738 shares; 2025Q4: 1,205,018 shares; 2026Q1: 1,249,969 shares; 2026Q2: 1,362,707 shares 1,362,707 $27.8M 1.7% +112,738 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 459,318 shares; 2024Q4: 677,785 shares; 2025Q1: 949,875 shares; 2025Q2: 1,092,507 shares; 2025Q3: 1,226,776 shares; 2025Q4: 1,295,196 shares; 2026Q1: 1,329,857 shares; 2026Q2: 1,452,021 shares 1,452,021 $27M 1.65% +122,164 Timeline BSCV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 183,862 shares; 2024Q4: 450,836 shares; 2025Q1: 861,146 shares; 2025Q2: 1,037,074 shares; 2025Q3: 1,257,278 shares; 2025Q4: 1,367,029 shares; 2026Q1: 1,459,850 shares; 2026Q2: 1,578,888 shares 1,578,888 $25.9M 1.58% +119,038 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 448,054 shares; 2024Q4: 669,352 shares; 2025Q1: 968,947 shares; 2025Q2: 1,123,513 shares; 2025Q3: 1,285,809 shares; 2025Q4: 1,351,092 shares; 2026Q1: 1,420,995 shares; 2026Q2: 1,536,904 shares 1,536,904 $25.6M 1.56% +115,909 Timeline BSCW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,624 shares; 2024Q4: 25,964 shares; 2025Q1: 30,286 shares; 2025Q2: 34,846 shares; 2025Q3: 38,472 shares; 2025Q4: 918,123 shares; 2026Q1: 1,056,767 shares; 2026Q2: 1,179,623 shares 1,179,623 $24.2M 1.48% +122,856 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,542 shares; 2024Q4: 56,401 shares; 2025Q1: 51,452 shares; 2025Q2: 48,030 shares; 2025Q3: 45,834 shares; 2025Q4: 45,220 shares; 2026Q1: 45,199 shares; 2026Q2: 279,062 shares 279,062 $24M 1.47% +233,863 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: 39,694 shares; 2024Q4: 42,472 shares; 2025Q1: 48,533 shares; 2025Q2: 48,627 shares; 2025Q3: 51,132 shares; 2025Q4: 51,905 shares; 2026Q1: 52,806 shares; 2026Q2: 61,546 shares 61,546 $23M 1.4% +8,740 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,784 shares; 2024Q4: 68,903 shares; 2025Q1: 73,708 shares; 2025Q2: 70,551 shares; 2025Q3: 82,268 shares; 2025Q4: 89,533 shares; 2026Q1: 104,046 shares; 2026Q2: 169,472 shares 169,472 $20.2M 1.23% +65,426 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: 57,412 shares; 2024Q4: 59,502 shares; 2025Q1: 58,392 shares; 2025Q2: 43,011 shares; 2025Q3: 44,827 shares; 2025Q4: 47,622 shares; 2026Q1: 50,538 shares; 2026Q2: 70,344 shares 70,344 $16.8M 1.02% +19,806 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,289 shares; 2024Q4: 27,508 shares; 2025Q1: 27,022 shares; 2025Q2: 22,771 shares; 2025Q3: 22,632 shares; 2025Q4: 22,067 shares; 2026Q1: 22,536 shares; 2026Q2: 22,283 shares 22,283 $16.6M 1.02% -253 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,516 shares; 2024Q4: 60,098 shares; 2025Q1: 60,808 shares; 2025Q2: 61,498 shares; 2025Q3: 59,880 shares; 2025Q4: 59,225 shares; 2026Q1: 58,349 shares; 2026Q2: 64,501 shares 64,501 $16.4M 1% +6,152 Timeline JPEF 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: 94,974 shares; 2024Q4: 145,558 shares; 2025Q1: 207,484 shares; 2025Q2: 227,618 shares; 2025Q3: 223,779 shares; 2025Q4: 232,019 shares; 2026Q1: 219,224 shares; 2026Q2: 190,357 shares 190,357 $15.3M 0.93% -28,867 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: 26,242 shares; 2024Q4: 45,375 shares; 2025Q1: 47,495 shares; 2025Q2: 35,594 shares; 2025Q3: 45,745 shares; 2025Q4: 46,055 shares; 2026Q1: 36,263 shares; 2026Q2: 41,188 shares 41,188 $14.7M 0.9% +4,925 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: 31,604 shares; 2025Q1: 63,298 shares; 2025Q2: 82,111 shares; 2025Q3: 85,517 shares; 2025Q4: 90,529 shares; 2026Q1: 85,114 shares; 2026Q2: 117,977 shares 117,977 $14.7M 0.9% +32,863 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: not reported; 2024Q4: 14,035 shares; 2025Q1: 26,289 shares; 2025Q2: 65,539 shares; 2025Q3: 108,407 shares; 2025Q4: 138,662 shares; 2026Q1: 220,859 shares; 2026Q2: 257,782 shares 257,782 $13.3M 0.82% +36,923 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,270 shares; 2024Q4: 38,005 shares; 2025Q1: 42,801 shares; 2025Q2: 47,397 shares; 2025Q3: 57,307 shares; 2025Q4: 71,310 shares; 2026Q1: 91,782 shares; 2026Q2: 104,727 shares 104,727 $12.5M 0.76% +12,945 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: 4,909 shares; 2024Q4: 4,670 shares; 2025Q1: 4,380 shares; 2025Q2: 4,684 shares; 2025Q3: 4,581 shares; 2025Q4: 4,780 shares; 2026Q1: 10,288 shares; 2026Q2: 10,705 shares 10,705 $12.4M 0.76% +417 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: 71,989 shares; 2024Q4: 76,374 shares; 2025Q1: 76,856 shares; 2025Q2: 76,587 shares; 2025Q3: 79,442 shares; 2025Q4: 83,759 shares; 2026Q1: 93,169 shares; 2026Q2: 96,645 shares 96,645 $12.3M 0.75% +3,476 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,472 shares; 2024Q4: 21,520 shares; 2025Q1: 36,095 shares; 2025Q2: 43,449 shares; 2025Q3: 58,913 shares; 2025Q4: 89,334 shares; 2026Q1: 117,952 shares; 2026Q2: 128,203 shares 128,203 $12.2M 0.74% +10,251 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: 15,076 shares; 2024Q4: 15,411 shares; 2025Q1: 15,551 shares; 2025Q2: 16,121 shares; 2025Q3: 17,036 shares; 2025Q4: 17,849 shares; 2026Q1: 18,068 shares; 2026Q2: 29,997 shares 29,997 $11.3M 0.69% +11,929 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: 23,562 shares; 2024Q4: 24,430 shares; 2025Q1: 18,049 shares; 2025Q2: 18,912 shares; 2025Q3: 18,787 shares; 2025Q4: 18,674 shares; 2026Q1: 18,794 shares; 2026Q2: 22,615 shares 22,615 $11.3M 0.69% +3,821 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,910 shares; 2024Q4: 9,074 shares; 2025Q1: 7,667 shares; 2025Q2: 10,604 shares; 2025Q3: 10,840 shares; 2025Q4: 10,614 shares; 2026Q1: 10,761 shares; 2026Q2: 18,966 shares 18,966 $11M 0.67% +8,205 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: 21,952 shares; 2024Q4: 24,923 shares; 2025Q1: 24,929 shares; 2025Q2: 25,718 shares; 2025Q3: 25,919 shares; 2025Q4: 27,861 shares; 2026Q1: 28,577 shares; 2026Q2: 28,636 shares 28,636 $10.5M 0.64% +59 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: 4,559 shares; 2024Q4: 6,068 shares; 2025Q1: 6,069 shares; 2025Q2: 6,109 shares; 2025Q3: 6,193 shares; 2025Q4: 6,030 shares; 2026Q1: 6,292 shares; 2026Q2: 9,710 shares 9,710 $10.3M 0.63% +3,418 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,920 shares; 2024Q4: 9,444 shares; 2025Q1: 9,662 shares; 2025Q2: 9,395 shares; 2025Q3: 10,218 shares; 2025Q4: 11,993 shares; 2026Q1: 13,015 shares; 2026Q2: 15,669 shares 15,669 $10.3M 0.63% +2,654 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: 8,086 shares; 2024Q4: 8,520 shares; 2025Q1: 8,464 shares; 2025Q2: 7,923 shares; 2025Q3: 9,559 shares; 2025Q4: 11,754 shares; 2026Q1: 12,679 shares; 2026Q2: 13,601 shares 13,601 $10M 0.61% +922 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: 14,173 shares; 2024Q4: 17,795 shares; 2025Q1: 18,021 shares; 2025Q2: 18,167 shares; 2025Q3: 16,001 shares; 2025Q4: 16,506 shares; 2026Q1: 16,859 shares; 2026Q2: 28,159 shares 28,159 $9.95M 0.61% +11,300 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,274 shares; 2024Q4: 13,116 shares; 2025Q1: 23,157 shares; 2025Q2: 33,929 shares; 2025Q3: 49,372 shares; 2025Q4: 57,369 shares; 2026Q1: 73,242 shares; 2026Q2: 88,262 shares 88,262 $9.89M 0.6% +15,020 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,990 shares; 2024Q4: 11,050 shares; 2025Q1: 13,551 shares; 2025Q2: 24,797 shares; 2025Q3: 24,549 shares; 2025Q4: 25,084 shares; 2026Q1: 25,852 shares; 2026Q2: 26,603 shares 26,603 $9.84M 0.6% +751 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 105,859 shares; 2024Q4: 106,524 shares; 2025Q1: 107,198 shares; 2025Q2: 111,733 shares; 2025Q3: 108,061 shares; 2025Q4: 109,629 shares; 2026Q1: 105,812 shares; 2026Q2: 100,105 shares 100,105 $9.66M 0.59% -5,707 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: 138,534 shares; 2024Q4: 418,321 shares; 2025Q1: 411,454 shares; 2025Q2: 388,491 shares; 2025Q3: 366,798 shares; 2025Q4: 328,170 shares; 2026Q1: 272,986 shares; 2026Q2: 298,357 shares 298,357 $9.46M 0.58% +25,371 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,535 shares; 2024Q4: 61,769 shares; 2025Q1: 60,852 shares; 2025Q2: 61,117 shares; 2025Q3: 60,010 shares; 2025Q4: 58,746 shares; 2026Q1: 57,270 shares; 2026Q2: 59,788 shares 59,788 $9.1M 0.56% +2,518 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: 5,803 shares; 2024Q4: 6,900 shares; 2025Q1: 6,779 shares; 2025Q2: 9,563 shares; 2025Q3: 9,642 shares; 2025Q4: 8,325 shares; 2026Q1: 8,620 shares; 2026Q2: 14,494 shares 14,494 $8.16M 0.5% +5,874 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,493 shares; 2024Q4: 61,125 shares; 2025Q1: 56,120 shares; 2025Q2: 54,727 shares; 2025Q3: 53,667 shares; 2025Q4: 53,978 shares; 2026Q1: 52,079 shares; 2026Q2: 49,254 shares 49,254 $8.09M 0.49% -2,825 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,338 shares; 2024Q4: 4,178 shares; 2025Q1: 5,733 shares; 2025Q2: 16,759 shares; 2025Q3: 21,864 shares; 2025Q4: 23,656 shares; 2026Q1: 25,610 shares; 2026Q2: 79,210 shares 79,210 $7.99M 0.49% +53,600 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: 14,918 shares; 2024Q4: 18,016 shares; 2025Q1: 17,893 shares; 2025Q2: 19,594 shares; 2025Q3: 20,003 shares; 2025Q4: 19,572 shares; 2026Q1: 20,175 shares; 2026Q2: 24,394 shares 24,394 $7.98M 0.49% +4,219 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,669 shares; 2024Q4: 12,375 shares; 2025Q1: 28,492 shares; 2025Q2: 37,078 shares; 2025Q3: 47,940 shares; 2025Q4: 48,138 shares; 2026Q1: 62,155 shares; 2026Q2: 67,943 shares 67,943 $7.41M 0.45% +5,788 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,237 shares; 2024Q4: 4,132 shares; 2025Q1: 4,123 shares; 2025Q2: 4,142 shares; 2025Q3: 4,185 shares; 2025Q4: 4,617 shares; 2026Q1: 5,174 shares; 2026Q2: 6,143 shares 6,143 $7.37M 0.45% +969 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,398 shares; 2024Q4: 64,785 shares; 2025Q1: 46,163 shares; 2025Q2: 35,866 shares; 2025Q3: 23,839 shares; 2025Q4: 22,561 shares; 2026Q1: 21,085 shares; 2026Q2: 20,109 shares 20,109 $7.36M 0.45% -976 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 212,311 shares; 2024Q4: 322,342 shares; 2025Q1: 334,935 shares; 2025Q2: 288,909 shares; 2025Q3: 222,217 shares; 2025Q4: 176,448 shares; 2026Q1: 135,874 shares; 2026Q2: 117,450 shares 117,450 $7.31M 0.45% -18,424 Timeline JPLD 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: 90,455 shares; 2024Q4: 77,870 shares; 2025Q1: 67,870 shares; 2025Q2: 69,728 shares; 2025Q3: 73,474 shares; 2025Q4: 92,592 shares; 2026Q1: 107,589 shares; 2026Q2: 137,540 shares 137,540 $7.18M 0.44% +29,951 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 168,227 shares; 2024Q4: 185,261 shares; 2025Q1: 193,116 shares; 2025Q2: 186,963 shares; 2025Q3: 167,501 shares; 2025Q4: 150,456 shares; 2026Q1: 119,352 shares; 2026Q2: 117,529 shares 117,529 $6.85M 0.42% -1,823 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,976 shares; 2024Q4: 15,723 shares; 2025Q1: 29,224 shares; 2025Q2: 102,675 shares; 2025Q3: 107,769 shares; 2025Q4: 113,994 shares; 2026Q1: 104,094 shares; 2026Q2: 94,384 shares 94,384 $6.38M 0.39% -9,710 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. 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: 22,759 shares 22,759 $6.29M 0.38% new Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,796 shares; 2024Q4: 13,336 shares; 2025Q1: 14,049 shares; 2025Q2: 21,969 shares; 2025Q3: 24,004 shares; 2025Q4: 23,445 shares; 2026Q1: 23,521 shares; 2026Q2: 32,284 shares 32,284 $6.13M 0.37% +8,763 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: 37,823 shares; 2024Q4: 41,758 shares; 2025Q1: 43,140 shares; 2025Q2: 43,286 shares; 2025Q3: 43,115 shares; 2025Q4: 41,493 shares; 2026Q1: 39,820 shares; 2026Q2: 42,544 shares 42,544 $5.82M 0.36% +2,724 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,368 shares; 2024Q4: 56,551 shares; 2025Q1: 50,821 shares; 2025Q2: 53,691 shares; 2025Q3: 53,008 shares; 2025Q4: 58,587 shares; 2026Q1: 61,758 shares; 2026Q2: 63,191 shares 63,191 $5.79M 0.35% +1,433 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,494 shares; 2024Q4: 17,080 shares; 2025Q1: 16,814 shares; 2025Q2: 17,086 shares; 2025Q3: 17,272 shares; 2025Q4: 18,164 shares; 2026Q1: 17,998 shares; 2026Q2: 22,944 shares 22,944 $5.77M 0.35% +4,946 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,977 shares; 2024Q4: 13,074 shares; 2025Q1: 12,676 shares; 2025Q2: 13,474 shares; 2025Q3: 13,819 shares; 2025Q4: 13,837 shares; 2026Q1: 14,268 shares; 2026Q2: 19,922 shares 19,922 $5.6M 0.34% +5,654 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,779 shares; 2024Q4: 11,945 shares; 2025Q1: 12,006 shares; 2025Q2: 11,356 shares; 2025Q3: 11,855 shares; 2025Q4: 12,633 shares; 2026Q1: 12,489 shares; 2026Q2: 12,932 shares 12,932 $5.44M 0.33% +443 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: 17,863 shares; 2024Q4: 18,640 shares; 2025Q1: 18,781 shares; 2025Q2: 18,907 shares; 2025Q3: 19,428 shares; 2025Q4: 21,043 shares; 2026Q1: 20,487 shares; 2026Q2: 24,928 shares 24,928 $5.43M 0.33% +4,441 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,922 shares; 2024Q4: 33,850 shares; 2025Q1: 59,102 shares; 2025Q2: 91,557 shares; 2025Q3: 124,818 shares; 2025Q4: 143,212 shares; 2026Q1: 139,226 shares; 2026Q2: 120,289 shares 120,289 $5.41M 0.33% -18,937 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 60,372 shares 60,372 $5.39M 0.33% new Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,979 shares; 2024Q4: 16,872 shares; 2025Q1: 16,755 shares; 2025Q2: 16,188 shares; 2025Q3: 15,760 shares; 2025Q4: 16,248 shares; 2026Q1: 16,165 shares; 2026Q2: 17,515 shares 17,515 $5.36M 0.33% +1,350 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,455 shares; 2024Q4: 43,494 shares; 2025Q1: 48,475 shares; 2025Q2: 50,388 shares; 2025Q3: 54,637 shares; 2025Q4: 55,038 shares; 2026Q1: 61,738 shares; 2026Q2: 66,585 shares 66,585 $5.29M 0.32% +4,847 Timeline PAVE 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: 14,197 shares; 2024Q4: 27,535 shares; 2025Q1: 31,810 shares; 2025Q2: 31,511 shares; 2025Q3: 42,507 shares; 2025Q4: 55,295 shares; 2026Q1: 68,903 shares; 2026Q2: 83,344 shares 83,344 $4.91M 0.3% +14,441 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 169,630 shares; 2024Q4: 179,035 shares; 2025Q1: 183,117 shares; 2025Q2: 183,533 shares; 2025Q3: 179,777 shares; 2025Q4: 187,199 shares; 2026Q1: 195,823 shares; 2026Q2: 190,785 shares 190,785 $4.82M 0.29% -5,038 Timeline MOAT 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: 2,218 shares; 2024Q4: 2,235 shares; 2025Q1: 2,618 shares; 2025Q2: 3,253 shares; 2025Q3: 12,800 shares; 2025Q4: 24,670 shares; 2026Q1: 40,263 shares; 2026Q2: 46,039 shares 46,039 $4.79M 0.29% +5,776 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,493 shares; 2024Q4: 38,944 shares; 2025Q1: 38,830 shares; 2025Q2: 38,049 shares; 2025Q3: 38,597 shares; 2025Q4: 38,520 shares; 2026Q1: 38,418 shares; 2026Q2: 37,747 shares 37,747 $4.78M 0.29% -671 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: 18,792 shares; 2024Q4: 22,300 shares; 2025Q1: 22,832 shares; 2025Q2: 22,941 shares; 2025Q3: 28,632 shares; 2025Q4: 28,096 shares; 2026Q1: 26,858 shares; 2026Q2: 27,946 shares 27,946 $4.63M 0.28% +1,088 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 151,481 shares; 2024Q4: 152,393 shares; 2025Q1: 155,439 shares; 2025Q2: 152,477 shares; 2025Q3: 152,886 shares; 2025Q4: 152,806 shares; 2026Q1: 151,084 shares; 2026Q2: 121,068 shares 121,068 $4.63M 0.28% -30,016 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: 26,269 shares; 2024Q4: 50,038 shares; 2025Q1: 53,553 shares; 2025Q2: 64,297 shares; 2025Q3: 66,315 shares; 2025Q4: 72,562 shares; 2026Q1: 78,635 shares; 2026Q2: 79,969 shares 79,969 $4.61M 0.28% +1,334 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,341 shares; 2024Q4: 4,974 shares; 2025Q1: 4,950 shares; 2025Q2: 5,304 shares; 2025Q3: 4,646 shares; 2025Q4: 4,540 shares; 2026Q1: 4,503 shares; 2026Q2: 6,284 shares 6,284 $4.54M 0.28% +1,781 Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,049 shares; 2025Q2: 42,562 shares; 2025Q3: 44,501 shares; 2025Q4: 49,179 shares; 2026Q1: 52,235 shares; 2026Q2: 55,215 shares 55,215 $4.51M 0.28% +2,980 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,490 shares; 2024Q4: 8,882 shares; 2025Q1: 8,368 shares; 2025Q2: 8,364 shares; 2025Q3: 8,592 shares; 2025Q4: 8,717 shares; 2026Q1: 8,933 shares; 2026Q2: 13,088 shares 13,088 $4.49M 0.27% +4,155 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,552 shares; 2024Q4: 18,564 shares; 2025Q1: 21,840 shares; 2025Q2: 23,101 shares; 2025Q3: 26,397 shares; 2025Q4: 67,572 shares; 2026Q1: 79,657 shares; 2026Q2: 84,003 shares 84,003 $4.46M 0.27% +4,346 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: 2,808 shares; 2024Q4: 2,874 shares; 2025Q1: 2,604 shares; 2025Q2: 2,533 shares; 2025Q3: 2,574 shares; 2025Q4: 2,610 shares; 2026Q1: 2,660 shares; 2026Q2: 4,746 shares 4,746 $4.44M 0.27% +2,086 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,696 shares; 2024Q4: 6,666 shares; 2025Q1: 6,813 shares; 2025Q2: 8,204 shares; 2025Q3: 8,128 shares; 2025Q4: 24,171 shares; 2026Q1: 10,677 shares; 2026Q2: 31,154 shares 31,154 $4.36M 0.27% +20,477 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,653 shares; 2024Q4: 4,878 shares; 2025Q1: 5,297 shares; 2025Q2: 6,034 shares; 2025Q3: 6,126 shares; 2025Q4: 5,885 shares; 2026Q1: 5,963 shares; 2026Q2: 9,072 shares 9,072 $4.33M 0.26% +3,109 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 120,918 shares; 2024Q4: 123,727 shares; 2025Q1: 123,855 shares; 2025Q2: 118,991 shares; 2025Q3: 117,554 shares; 2025Q4: 118,372 shares; 2026Q1: 120,475 shares; 2026Q2: 115,382 shares 115,382 $4.24M 0.26% -5,093 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: 22,033 shares; 2024Q4: 37,476 shares; 2025Q1: 38,363 shares; 2025Q2: 38,381 shares; 2025Q3: 41,347 shares; 2025Q4: 40,460 shares; 2026Q1: 38,775 shares; 2026Q2: 74,319 shares 74,319 $4.23M 0.26% +35,544 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94,886 shares; 2024Q4: 109,734 shares; 2025Q1: 155,231 shares; 2025Q2: 166,410 shares; 2025Q3: 179,253 shares; 2025Q4: 171,543 shares; 2026Q1: 174,842 shares; 2026Q2: 173,411 shares 173,411 $4.2M 0.26% -1,431 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,756 shares; 2024Q4: 23,837 shares; 2025Q1: 27,035 shares; 2025Q2: 35,004 shares; 2025Q3: 48,519 shares; 2025Q4: 54,707 shares; 2026Q1: 57,638 shares; 2026Q2: 170,546 shares 170,546 $4.11M 0.25% +112,908 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 158,130 shares; 2024Q4: 143,125 shares; 2025Q1: 125,813 shares; 2025Q2: 102,480 shares; 2025Q3: 85,293 shares; 2025Q4: 67,360 shares; 2026Q1: 53,952 shares; 2026Q2: 51,266 shares 51,266 $4.05M 0.25% -2,686 Timeline ATFV THE ALGER ETF TRUST More: the full row for THE ALGER 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: 95,608 shares 95,608 $3.96M 0.24% new Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,599 shares; 2024Q4: 7,037 shares; 2025Q1: 7,059 shares; 2025Q2: 8,592 shares; 2025Q3: 8,716 shares; 2025Q4: 8,743 shares; 2026Q1: 9,201 shares; 2026Q2: 11,152 shares 11,152 $3.93M 0.24% +1,951 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,561 shares; 2024Q4: 9,744 shares; 2025Q1: 11,847 shares; 2025Q2: 12,597 shares; 2025Q3: 14,419 shares; 2025Q4: 17,665 shares; 2026Q1: 20,688 shares; 2026Q2: 22,182 shares 22,182 $3.92M 0.24% +1,494 Timeline NLR 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: 11,325 shares; 2025Q1: 16,828 shares; 2025Q2: 17,753 shares; 2025Q3: 21,421 shares; 2025Q4: 26,425 shares; 2026Q1: 31,314 shares; 2026Q2: 33,596 shares 33,596 $3.9M 0.24% +2,282 Timeline BSMS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,596 shares; 2024Q4: 61,575 shares; 2025Q1: 92,581 shares; 2025Q2: 125,103 shares; 2025Q3: 131,453 shares; 2025Q4: 137,875 shares; 2026Q1: 158,601 shares; 2026Q2: 162,305 shares 162,305 $3.8M 0.23% +3,704 Timeline XSVM 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: 136,169 shares; 2024Q4: 99,875 shares; 2025Q1: 73,989 shares; 2025Q2: 61,918 shares; 2025Q3: 58,426 shares; 2025Q4: 55,825 shares; 2026Q1: 55,365 shares; 2026Q2: 54,532 shares 54,532 $3.79M 0.23% -833 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 98,015 shares; 2024Q4: 114,996 shares; 2025Q1: 131,404 shares; 2025Q2: 139,881 shares; 2025Q3: 143,652 shares; 2025Q4: 150,202 shares; 2026Q1: 159,136 shares; 2026Q2: 155,938 shares 155,938 $3.78M 0.23% -3,198 Timeline BSMR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,570 shares; 2024Q4: 54,553 shares; 2025Q1: 78,862 shares; 2025Q2: 120,405 shares; 2025Q3: 127,682 shares; 2025Q4: 135,239 shares; 2026Q1: 150,408 shares; 2026Q2: 159,326 shares 159,326 $3.77M 0.23% +8,918 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,017 shares; 2024Q4: 8,145 shares; 2025Q1: 7,344 shares; 2025Q2: 7,208 shares; 2025Q3: 8,331 shares; 2025Q4: 8,776 shares; 2026Q1: 11,136 shares; 2026Q2: 12,422 shares 12,422 $3.76M 0.23% +1,286 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: 53,104 shares; 2024Q4: 53,884 shares; 2025Q1: 54,558 shares; 2025Q2: 53,857 shares; 2025Q3: 54,077 shares; 2025Q4: 52,025 shares; 2026Q1: 51,960 shares; 2026Q2: 51,889 shares 51,889 $3.73M 0.23% -71 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 115,245 shares; 2024Q4: 116,132 shares; 2025Q1: 120,206 shares; 2025Q2: 117,754 shares; 2025Q3: 118,650 shares; 2025Q4: 120,673 shares; 2026Q1: 119,208 shares; 2026Q2: 120,355 shares 120,355 $3.71M 0.23% +1,147 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: 31,803 shares; 2024Q4: 44,081 shares; 2025Q1: 41,208 shares; 2025Q2: 35,344 shares; 2025Q3: 34,429 shares; 2025Q4: 37,371 shares; 2026Q1: 37,127 shares; 2026Q2: 38,433 shares 38,433 $3.71M 0.23% +1,306 Timeline XSSPX NUVEEN S&P 500 DYNAMIC OVERW More: the full row for NUVEEN S&P 500 DYNAMIC OVERW 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: 203,365 shares; 2026Q2: 198,750 shares 198,750 $3.7M 0.23% -4,615 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: not reported; 2025Q3: 11,079 shares; 2025Q4: 23,598 shares; 2026Q1: 45,890 shares; 2026Q2: 50,114 shares 50,114 $3.69M 0.23% +4,224 Timeline BSMQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,506 shares; 2024Q4: 60,302 shares; 2025Q1: 89,550 shares; 2025Q2: 129,978 shares; 2025Q3: 132,972 shares; 2025Q4: 143,271 shares; 2026Q1: 154,755 shares; 2026Q2: 156,263 shares 156,263 $3.68M 0.22% +1,508 Timeline BSMU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,169 shares; 2024Q4: 58,467 shares; 2025Q1: 90,109 shares; 2025Q2: 131,932 shares; 2025Q3: 144,286 shares; 2025Q4: 142,081 shares; 2026Q1: 162,700 shares; 2026Q2: 166,980 shares 166,980 $3.66M 0.22% +4,280 Timeline BSMT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,118 shares; 2024Q4: 55,888 shares; 2025Q1: 86,765 shares; 2025Q2: 119,651 shares; 2025Q3: 128,810 shares; 2025Q4: 133,311 shares; 2026Q1: 153,210 shares; 2026Q2: 158,107 shares 158,107 $3.64M 0.22% +4,897 Timeline PTNQ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,327 shares; 2024Q4: 65,411 shares; 2025Q1: 67,375 shares; 2025Q2: 64,772 shares; 2025Q3: 57,916 shares; 2025Q4: 51,060 shares; 2026Q1: 42,076 shares; 2026Q2: 40,872 shares 40,872 $3.62M 0.22% -1,204 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,639 shares; 2024Q4: 1,929 shares; 2025Q1: 2,149 shares; 2025Q2: 2,070 shares; 2025Q3: 2,865 shares; 2025Q4: 2,820 shares; 2026Q1: 3,243 shares; 2026Q2: 5,245 shares 5,245 $3.6M 0.22% +2,002 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: 15,618 shares; 2024Q4: 22,376 shares; 2025Q1: 24,382 shares; 2025Q2: 32,383 shares; 2025Q3: 37,789 shares; 2025Q4: 44,243 shares; 2026Q1: 46,147 shares; 2026Q2: 53,314 shares 53,314 $3.6M 0.22% +7,167 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,804 shares; 2024Q4: 27,149 shares; 2025Q1: 18,379 shares; 2025Q2: 18,305 shares; 2025Q3: 17,121 shares; 2025Q4: 17,562 shares; 2026Q1: 16,941 shares; 2026Q2: 24,541 shares 24,541 $3.6M 0.22% +7,600 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: 3,975 shares; 2024Q4: 4,709 shares; 2025Q1: 3,575 shares; 2025Q2: 3,713 shares; 2025Q3: 3,715 shares; 2025Q4: 3,661 shares; 2026Q1: 3,538 shares; 2026Q2: 4,779 shares 4,779 $3.58M 0.22% +1,241 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,637 shares; 2024Q4: 15,711 shares; 2025Q1: 18,554 shares; 2025Q2: 7,492 shares; 2025Q3: 8,477 shares; 2025Q4: 17,090 shares; 2026Q1: 16,154 shares; 2026Q2: 17,904 shares 17,904 $3.41M 0.21% +1,750 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,311 shares; 2024Q4: 9,779 shares; 2025Q1: 10,522 shares; 2025Q2: 12,683 shares; 2025Q3: 20,615 shares; 2025Q4: 34,344 shares; 2026Q1: 57,621 shares; 2026Q2: 62,625 shares 62,625 $3.36M 0.21% +5,004 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,278 shares; 2024Q4: 7,517 shares; 2025Q1: 7,282 shares; 2025Q2: 6,914 shares; 2025Q3: 7,039 shares; 2025Q4: 6,952 shares; 2026Q1: 7,422 shares; 2026Q2: 9,042 shares 9,042 $3.31M 0.2% +1,620 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,947 shares; 2024Q4: 47,217 shares; 2025Q1: 51,342 shares; 2025Q2: 51,325 shares; 2025Q3: 51,367 shares; 2025Q4: 51,034 shares; 2026Q1: 179,817 shares; 2026Q2: 171,865 shares 171,865 $3.29M 0.2% -7,952 Timeline WAL WESTERN ALLIANCE BANCORP More: the full row for WESTERN ALLIANCE BANCORP 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: 39,325 shares 39,325 $3.23M 0.2% new 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: 9,341 shares; 2024Q4: 9,342 shares; 2025Q1: 9,265 shares; 2025Q2: 10,223 shares; 2025Q3: 10,131 shares; 2025Q4: 10,003 shares; 2026Q1: 9,177 shares; 2026Q2: 21,912 shares 21,912 $3.21M 0.2% +12,735 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: 791 shares; 2024Q4: 3,127 shares; 2025Q1: 2,934 shares; 2025Q2: 2,797 shares; 2025Q3: 3,039 shares; 2025Q4: 3,129 shares; 2026Q1: 4,363 shares; 2026Q2: 9,407 shares 9,407 $3.21M 0.2% +5,044 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,318 shares; 2024Q4: 10,622 shares; 2025Q1: 10,050 shares; 2025Q2: 10,325 shares; 2025Q3: 10,313 shares; 2025Q4: 65,226 shares; 2026Q1: 64,469 shares; 2026Q2: 60,767 shares 60,767 $3.19M 0.19% -3,702 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,243 shares; 2024Q4: 3,443 shares; 2025Q1: 3,513 shares; 2025Q2: 3,833 shares; 2025Q3: 14,413 shares; 2025Q4: 14,292 shares; 2026Q1: 14,362 shares; 2026Q2: 14,435 shares 14,435 $3.18M 0.19% +73 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,252 shares; 2024Q4: 7,293 shares; 2025Q1: 7,412 shares; 2025Q2: 7,591 shares; 2025Q3: 8,300 shares; 2025Q4: 9,540 shares; 2026Q1: 25,715 shares; 2026Q2: 29,960 shares 29,960 $3.11M 0.19% +4,245 Timeline BSMW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,862 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,642 shares; 2025Q3: 23,290 shares; 2025Q4: 94,052 shares; 2026Q1: 114,289 shares; 2026Q2: 120,153 shares 120,153 $3.02M 0.18% +5,864 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,507 shares; 2024Q4: 11,902 shares; 2025Q1: 11,896 shares; 2025Q2: 12,003 shares; 2025Q3: 11,930 shares; 2025Q4: 11,882 shares; 2026Q1: 11,956 shares; 2026Q2: 12,221 shares 12,221 $3.01M 0.18% +265 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 35,630 shares; 2025Q1: 36,870 shares; 2025Q2: 36,353 shares; 2025Q3: 35,697 shares; 2025Q4: 33,018 shares; 2026Q1: 32,740 shares; 2026Q2: 33,318 shares 33,318 $3M 0.18% +578 Timeline RWJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,396 shares; 2024Q4: 80,712 shares; 2025Q1: 79,603 shares; 2025Q2: 76,246 shares; 2025Q3: 68,435 shares; 2025Q4: 56,207 shares; 2026Q1: 50,966 shares; 2026Q2: 50,145 shares 50,145 $2.98M 0.18% -821 Timeline BSMV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,075 shares; 2024Q4: 36,556 shares; 2025Q1: 68,418 shares; 2025Q2: 101,547 shares; 2025Q3: 108,991 shares; 2025Q4: 110,824 shares; 2026Q1: 134,630 shares; 2026Q2: 139,362 shares 139,362 $2.92M 0.18% +4,732 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 68,388 shares; 2025Q1: 73,650 shares; 2025Q2: 72,646 shares; 2025Q3: 78,138 shares; 2025Q4: 87,723 shares; 2026Q1: 92,461 shares; 2026Q2: 96,846 shares 96,846 $2.84M 0.17% +4,385 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,237 shares; 2024Q4: 39,908 shares; 2025Q1: 35,490 shares; 2025Q2: 35,207 shares; 2025Q3: 35,038 shares; 2025Q4: 58,033 shares; 2026Q1: 59,527 shares; 2026Q2: 56,096 shares 56,096 $2.84M 0.17% -3,431 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,975 shares; 2024Q4: 7,126 shares; 2025Q1: 6,868 shares; 2025Q2: 6,622 shares; 2025Q3: 5,711 shares; 2025Q4: 5,922 shares; 2026Q1: 5,722 shares; 2026Q2: 22,809 shares 22,809 $2.83M 0.17% +17,087 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,285 shares; 2024Q4: 20,501 shares; 2025Q1: 18,678 shares; 2025Q2: 15,347 shares; 2025Q3: 13,618 shares; 2025Q4: 13,038 shares; 2026Q1: 12,343 shares; 2026Q2: 13,288 shares 13,288 $2.83M 0.17% +945 Timeline PCY 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: 136,467 shares; 2024Q4: 137,798 shares; 2025Q1: 137,259 shares; 2025Q2: 131,530 shares; 2025Q3: 131,573 shares; 2025Q4: 136,931 shares; 2026Q1: 136,404 shares; 2026Q2: 129,755 shares 129,755 $2.81M 0.17% -6,649 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92,855 shares; 2024Q4: 97,367 shares; 2025Q1: 99,039 shares; 2025Q2: 99,370 shares; 2025Q3: 101,928 shares; 2025Q4: 106,544 shares; 2026Q1: 120,459 shares; 2026Q2: 119,966 shares 119,966 $2.78M 0.17% -493 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,124 shares; 2024Q4: 21,562 shares; 2025Q1: 21,202 shares; 2025Q2: 21,132 shares; 2025Q3: 20,690 shares; 2025Q4: 20,347 shares; 2026Q1: 19,680 shares; 2026Q2: 19,528 shares 19,528 $2.77M 0.17% -152 Timeline TDTT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,340 shares; 2024Q4: 31,130 shares; 2025Q1: 31,135 shares; 2025Q2: 32,357 shares; 2025Q3: 28,893 shares; 2025Q4: 27,053 shares; 2026Q1: 33,647 shares; 2026Q2: 115,348 shares 115,348 $2.76M 0.17% +81,701 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: 13,130 shares; 2024Q4: 14,351 shares; 2025Q1: 15,026 shares; 2025Q2: 15,482 shares; 2025Q3: 15,340 shares; 2025Q4: 17,305 shares; 2026Q1: 17,976 shares; 2026Q2: 24,140 shares 24,140 $2.73M 0.17% +6,164 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,777 shares; 2024Q4: 1,816 shares; 2025Q1: 1,821 shares; 2025Q2: 1,865 shares; 2025Q3: 1,859 shares; 2025Q4: 1,881 shares; 2026Q1: 2,008 shares; 2026Q2: 3,782 shares 3,782 $2.7M 0.16% +1,774 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,425 shares; 2024Q4: 14,031 shares; 2025Q1: 25,783 shares; 2025Q2: 37,852 shares; 2025Q3: 36,652 shares; 2025Q4: 35,712 shares; 2026Q1: 36,200 shares; 2026Q2: 35,693 shares 35,693 $2.7M 0.16% -507 Timeline ECH 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: 69,897 shares; 2025Q3: 68,811 shares; 2025Q4: 68,858 shares; 2026Q1: 68,518 shares; 2026Q2: 66,144 shares 66,144 $2.63M 0.16% -2,374 Timeline GDX 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: 26,875 shares; 2024Q4: 28,097 shares; 2025Q1: 28,708 shares; 2025Q2: 25,098 shares; 2025Q3: 25,147 shares; 2025Q4: 31,503 shares; 2026Q1: 34,772 shares; 2026Q2: 34,720 shares 34,720 $2.62M 0.16% -52 Timeline NASA TEMA ETF TRUST More: the full row for TEMA 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: 85,401 shares 85,401 $2.59M 0.16% new Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,194 shares; 2024Q4: 10,482 shares; 2025Q1: 10,475 shares; 2025Q2: 9,990 shares; 2025Q3: 10,148 shares; 2025Q4: 10,227 shares; 2026Q1: 10,228 shares; 2026Q2: 10,612 shares 10,612 $2.58M 0.16% +384 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: 17,719 shares; 2024Q4: 17,288 shares; 2025Q1: 14,882 shares; 2025Q2: 10,856 shares; 2025Q3: 9,550 shares; 2025Q4: 9,247 shares; 2026Q1: 8,673 shares; 2026Q2: 8,457 shares 8,457 $2.56M 0.16% -216 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,376 shares; 2024Q4: 4,455 shares; 2025Q1: 4,303 shares; 2025Q2: 4,020 shares; 2025Q3: 4,130 shares; 2025Q4: 3,678 shares; 2026Q1: 3,747 shares; 2026Q2: 6,149 shares 6,149 $2.56M 0.16% +2,402 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,884 shares; 2024Q4: 7,018 shares; 2025Q1: 7,085 shares; 2025Q2: 7,100 shares; 2025Q3: 7,184 shares; 2025Q4: 7,857 shares; 2026Q1: 7,709 shares; 2026Q2: 30,651 shares 30,651 $2.53M 0.15% +22,942 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: 26,472 shares; 2024Q4: 24,608 shares; 2025Q1: 16,591 shares; 2025Q2: 12,223 shares; 2025Q3: 7,525 shares; 2025Q4: 7,254 shares; 2026Q1: 6,580 shares; 2026Q2: 31,335 shares 31,335 $2.52M 0.15% +24,755 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 928 shares; 2024Q4: 1,358 shares; 2025Q1: 1,346 shares; 2025Q2: 1,702 shares; 2025Q3: 1,942 shares; 2025Q4: 2,026 shares; 2026Q1: 2,000 shares; 2026Q2: 2,449 shares 2,449 $2.48M 0.15% +449 Timeline VNQ 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: 20,627 shares; 2024Q4: 20,354 shares; 2025Q1: 17,341 shares; 2025Q2: 18,385 shares; 2025Q3: 20,864 shares; 2025Q4: 26,396 shares; 2026Q1: 25,822 shares; 2026Q2: 25,376 shares 25,376 $2.45M 0.15% -446 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,314 shares; 2026Q1: 3,306 shares; 2026Q2: 3,233 shares 3,233 $2.44M 0.15% -73 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,851 shares; 2024Q4: 13,447 shares; 2025Q1: 12,115 shares; 2025Q2: 12,204 shares; 2025Q3: 12,303 shares; 2025Q4: 12,489 shares; 2026Q1: 13,015 shares; 2026Q2: 18,894 shares 18,894 $2.43M 0.15% +5,879 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 41,050 shares; 2025Q1: 43,548 shares; 2025Q2: 45,881 shares; 2025Q3: 46,154 shares; 2025Q4: 45,329 shares; 2026Q1: 48,431 shares; 2026Q2: 48,860 shares 48,860 $2.41M 0.15% +429 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU 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: 27,798 shares; 2026Q2: 28,106 shares 28,106 $2.41M 0.15% +308 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,694 shares; 2024Q4: 9,222 shares; 2025Q1: 8,979 shares; 2025Q2: 8,665 shares; 2025Q3: 8,214 shares; 2025Q4: 8,090 shares; 2026Q1: 7,683 shares; 2026Q2: 7,871 shares 7,871 $2.36M 0.14% +188 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: 3,953 shares; 2024Q4: 4,608 shares; 2025Q1: 5,719 shares; 2025Q2: 7,113 shares; 2025Q3: 6,239 shares; 2025Q4: 6,212 shares; 2026Q1: 6,132 shares; 2026Q2: 7,816 shares 7,816 $2.33M 0.14% +1,684 Timeline BSJX INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,087 shares; 2026Q1: 19,883 shares; 2026Q2: 106,814 shares 106,814 $2.31M 0.14% +86,931 Timeline FHEQ FIDELITY GREENWOOD STREET TR More: the full row for FIDELITY GREENWOOD STREET 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: 70,041 shares 70,041 $2.31M 0.14% new 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: 27,748 shares; 2024Q4: 32,657 shares; 2025Q1: 30,579 shares; 2025Q2: 30,913 shares; 2025Q3: 32,062 shares; 2025Q4: 31,992 shares; 2026Q1: 28,614 shares; 2026Q2: 32,288 shares 32,288 $2.3M 0.14% +3,674 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 23,594 shares 23,594 $2.28M 0.14% new Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,387 shares; 2025Q2: 1,400 shares; 2025Q3: 1,498 shares; 2025Q4: 1,221 shares; 2026Q1: 1,212 shares; 2026Q2: 9,061 shares 9,061 $2.25M 0.14% +7,849 Timeline GSG ISHARES S&P GSCI COMMODITY- More: the full row for ISHARES S&P GSCI COMMODITY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 96,430 shares; 2024Q4: 96,430 shares; 2025Q1: 95,438 shares; 2025Q2: 95,648 shares; 2025Q3: 94,343 shares; 2025Q4: 91,355 shares; 2026Q1: 83,543 shares; 2026Q2: 78,254 shares 78,254 $2.24M 0.14% -5,289 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: 28,946 shares; 2024Q4: 34,908 shares; 2025Q1: 24,148 shares; 2025Q2: 18,471 shares; 2025Q3: 11,648 shares; 2025Q4: 11,488 shares; 2026Q1: 10,685 shares; 2026Q2: 10,178 shares 10,178 $2.23M 0.14% -507 Timeline BSJW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,592 shares; 2025Q2: 37,622 shares; 2025Q3: 84,823 shares; 2025Q4: 83,373 shares; 2026Q1: 87,363 shares; 2026Q2: 87,707 shares 87,707 $2.22M 0.14% +344 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,409 shares; 2024Q4: 14,357 shares; 2025Q1: 13,818 shares; 2025Q2: 13,493 shares; 2025Q3: 13,024 shares; 2025Q4: 13,878 shares; 2026Q1: 11,856 shares; 2026Q2: 16,360 shares 16,360 $2.22M 0.14% +4,504 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,761 shares; 2024Q4: 35,081 shares; 2025Q1: 28,564 shares; 2025Q2: 29,545 shares; 2025Q3: 29,625 shares; 2025Q4: 29,112 shares; 2026Q1: 26,509 shares; 2026Q2: 28,012 shares 28,012 $2.16M 0.13% +1,503 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,883 shares; 2024Q4: 4,235 shares; 2025Q1: 4,964 shares; 2025Q2: 5,127 shares; 2025Q3: 5,317 shares; 2025Q4: 5,533 shares; 2026Q1: 5,497 shares; 2026Q2: 11,687 shares 11,687 $2.16M 0.13% +6,190 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: 13,763 shares; 2024Q4: 13,389 shares; 2025Q1: 22,631 shares; 2025Q2: 21,680 shares; 2025Q3: 18,249 shares; 2025Q4: 17,574 shares; 2026Q1: 19,869 shares; 2026Q2: 114,350 shares 114,350 $2.12M 0.13% +94,481 Timeline AGO ASSURED GUARANTY LTD More: the full row for ASSURED GUARANTY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 26,399 shares 26,399 $2.12M 0.13% new Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,986 shares; 2024Q4: 16,734 shares; 2025Q1: 16,150 shares; 2025Q2: 16,507 shares; 2025Q3: 14,835 shares; 2025Q4: 14,378 shares; 2026Q1: 13,471 shares; 2026Q2: 13,070 shares 13,070 $2.07M 0.13% -401 Timeline REMX 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: not reported; 2025Q3: 23,000 shares; 2025Q4: 23,325 shares; 2026Q1: 23,333 shares; 2026Q2: 23,363 shares 23,363 $2.07M 0.13% +30 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,511 shares; 2024Q4: 32,453 shares; 2025Q1: 31,322 shares; 2025Q2: 30,264 shares; 2025Q3: 29,868 shares; 2025Q4: 29,469 shares; 2026Q1: 30,549 shares; 2026Q2: 32,475 shares 32,475 $2.04M 0.12% +1,926 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: 15,200 shares; 2024Q4: 14,791 shares; 2025Q1: 12,377 shares; 2025Q2: 11,123 shares; 2025Q3: 11,779 shares; 2025Q4: 12,196 shares; 2026Q1: 12,708 shares; 2026Q2: 14,538 shares 14,538 $2.03M 0.12% +1,830 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,269 shares; 2024Q4: 8,667 shares; 2025Q1: 8,640 shares; 2025Q2: 8,411 shares; 2025Q3: 8,570 shares; 2025Q4: 8,904 shares; 2026Q1: 9,056 shares; 2026Q2: 10,190 shares 10,190 $2.01M 0.12% +1,134 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,731 shares; 2024Q4: 8,644 shares; 2025Q1: 9,062 shares; 2025Q2: 10,093 shares; 2025Q3: 11,460 shares; 2025Q4: 33,475 shares; 2026Q1: 21,186 shares; 2026Q2: 22,122 shares 22,122 $2.01M 0.12% +936 Timeline ITUB ITAU UNIBANCO HLDG S A More: the full row for ITAU UNIBANCO HLDG S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 243,143 shares 243,143 $1.99M 0.12% new Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,911 shares; 2024Q4: 58,518 shares; 2025Q1: 58,154 shares; 2025Q2: 58,113 shares; 2025Q3: 14,612 shares; 2025Q4: 14,198 shares; 2026Q1: 15,074 shares; 2026Q2: 16,807 shares 16,807 $1.97M 0.12% +1,733 Timeline BSJT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,524 shares; 2024Q4: 67,472 shares; 2025Q1: 70,459 shares; 2025Q2: 94,004 shares; 2025Q3: 123,965 shares; 2025Q4: 111,671 shares; 2026Q1: 94,924 shares; 2026Q2: 93,213 shares 93,213 $1.97M 0.12% -1,711 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 102,655 shares; 2024Q4: 12,933 shares; 2025Q1: 21,016 shares; 2025Q2: 30,096 shares; 2025Q3: 35,440 shares; 2025Q4: 72,322 shares; 2026Q1: 69,745 shares; 2026Q2: 36,466 shares 36,466 $1.95M 0.12% -33,279 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 859 shares; 2025Q1: 846 shares; 2025Q2: 859 shares; 2025Q3: 862 shares; 2025Q4: 850 shares; 2026Q1: 1,559 shares; 2026Q2: 1,653 shares 1,653 $1.94M 0.12% +94 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,658 shares; 2025Q1: 3,488 shares; 2025Q2: 3,576 shares; 2025Q3: 3,614 shares; 2025Q4: 3,546 shares; 2026Q1: 3,792 shares; 2026Q2: 4,469 shares 4,469 $1.94M 0.12% +677 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: 8,606 shares; 2024Q4: 8,629 shares; 2025Q1: 8,683 shares; 2025Q2: 8,099 shares; 2025Q3: 7,192 shares; 2025Q4: 7,225 shares; 2026Q1: 7,274 shares; 2026Q2: 8,088 shares 8,088 $1.91M 0.12% +814 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,636 shares; 2024Q4: 17,692 shares; 2025Q1: 18,452 shares; 2025Q2: 18,776 shares; 2025Q3: 19,702 shares; 2025Q4: 20,942 shares; 2026Q1: 21,217 shares; 2026Q2: 23,491 shares 23,491 $1.91M 0.12% +2,274 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,122 shares; 2024Q4: 67,892 shares; 2025Q1: 69,233 shares; 2025Q2: 71,637 shares; 2025Q3: 74,633 shares; 2025Q4: 73,474 shares; 2026Q1: 73,332 shares; 2026Q2: 91,720 shares 91,720 $1.9M 0.12% +18,388 Timeline KOID KRANESHARES TRUST More: the full row for KRANESHARES 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: 45,905 shares 45,905 $1.89M 0.12% new Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,232 shares; 2024Q4: 4,212 shares; 2025Q1: 4,319 shares; 2025Q2: 4,727 shares; 2025Q3: 4,735 shares; 2025Q4: 4,443 shares; 2026Q1: 4,575 shares; 2026Q2: 5,045 shares 5,045 $1.89M 0.12% +470 Timeline ILF 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: 46,575 shares; 2025Q4: 47,217 shares; 2026Q1: 55,927 shares; 2026Q2: 55,142 shares 55,142 $1.86M 0.11% -785 Timeline EWL 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: 31,180 shares; 2025Q2: 30,069 shares; 2025Q3: 30,050 shares; 2025Q4: 30,050 shares; 2026Q1: 29,948 shares; 2026Q2: 29,565 shares 29,565 $1.86M 0.11% -383 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,295 shares; 2024Q4: 10,005 shares; 2025Q1: 9,989 shares; 2025Q2: 9,988 shares; 2025Q3: 9,723 shares; 2025Q4: 10,681 shares; 2026Q1: 10,002 shares; 2026Q2: 12,379 shares 12,379 $1.84M 0.11% +2,377 Timeline AXSM AXSOME THERAPEUTICS INC. More: the full row for AXSOME THERAPEUTICS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,465 shares; 2024Q4: 7,513 shares; 2025Q1: 7,505 shares; 2025Q2: 7,505 shares; 2025Q3: 7,505 shares; 2025Q4: 7,505 shares; 2026Q1: 7,472 shares; 2026Q2: 7,472 shares 7,472 $1.83M 0.11% 0 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,230 shares; 2024Q4: 25,226 shares; 2025Q1: 25,244 shares; 2025Q2: 24,492 shares; 2025Q3: 24,542 shares; 2025Q4: 20,097 shares; 2026Q1: 19,631 shares; 2026Q2: 19,735 shares 19,735 $1.81M 0.11% +104 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,975 shares; 2024Q4: 2,102 shares; 2025Q1: 2,061 shares; 2025Q2: 2,165 shares; 2025Q3: 2,233 shares; 2025Q4: 23,534 shares; 2026Q1: 23,796 shares; 2026Q2: 25,363 shares 25,363 $1.81M 0.11% +1,567 Timeline BSCY INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,965 shares; 2024Q4: 34,028 shares; 2025Q1: 38,047 shares; 2025Q2: 75,537 shares; 2025Q3: 97,873 shares; 2025Q4: 86,137 shares; 2026Q1: 86,014 shares; 2026Q2: 87,578 shares 87,578 $1.81M 0.11% +1,564 Timeline QQQX NUVEEN NASDAQ 100 DYNAMIC OV More: the full row for NUVEEN NASDAQ 100 DYNAMIC OV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,136 shares; 2024Q4: 68,495 shares; 2025Q1: 67,877 shares; 2025Q2: 66,816 shares; 2025Q3: 64,221 shares; 2025Q4: 61,976 shares; 2026Q1: 60,746 shares; 2026Q2: 59,742 shares 59,742 $1.8M 0.11% -1,004 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 25,296 shares; 2025Q1: 26,398 shares; 2025Q2: 26,422 shares; 2025Q3: 28,049 shares; 2025Q4: 27,465 shares; 2026Q1: 23,873 shares; 2026Q2: 23,811 shares 23,811 $1.78M 0.11% -62 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,115 shares; 2024Q4: 2,184 shares; 2025Q1: 2,069 shares; 2025Q2: 2,009 shares; 2025Q3: 1,962 shares; 2025Q4: 1,954 shares; 2026Q1: 1,947 shares; 2026Q2: 3,501 shares 3,501 $1.78M 0.11% +1,554 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,330 shares; 2024Q4: 2,531 shares; 2025Q1: 2,448 shares; 2025Q2: 2,252 shares; 2025Q3: 2,123 shares; 2025Q4: 3,049 shares; 2026Q1: 3,603 shares; 2026Q2: 4,181 shares 4,181 $1.78M 0.11% +578 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,280 shares; 2024Q4: 8,265 shares; 2025Q1: 8,237 shares; 2025Q2: 8,437 shares; 2025Q3: 8,389 shares; 2025Q4: 8,925 shares; 2026Q1: 8,490 shares; 2026Q2: 10,499 shares 10,499 $1.77M 0.11% +2,009 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 32,675 shares 32,675 $1.75M 0.11% new Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,978 shares; 2024Q4: 9,709 shares; 2025Q1: 10,705 shares; 2025Q2: 10,964 shares; 2025Q3: 11,245 shares; 2025Q4: 13,066 shares; 2026Q1: 14,093 shares; 2026Q2: 14,833 shares 14,833 $1.73M 0.11% +740 Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR 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: 39,714 shares; 2025Q4: 56,601 shares; 2026Q1: 77,857 shares; 2026Q2: 84,040 shares 84,040 $1.73M 0.11% +6,183 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,327 shares; 2024Q4: 9,937 shares; 2025Q1: 9,285 shares; 2025Q2: 14,413 shares; 2025Q3: 13,641 shares; 2025Q4: 14,030 shares; 2026Q1: 11,753 shares; 2026Q2: 23,478 shares 23,478 $1.72M 0.11% +11,725 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 892 shares; 2024Q4: 1,035 shares; 2025Q1: 1,042 shares; 2025Q2: 1,025 shares; 2025Q3: 1,039 shares; 2025Q4: 1,034 shares; 2026Q1: 893 shares; 2026Q2: 2,713 shares 2,713 $1.72M 0.11% +1,820 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,318 shares; 2024Q4: 18,338 shares; 2025Q1: 19,443 shares; 2025Q2: 17,743 shares; 2025Q3: 16,022 shares; 2025Q4: 15,719 shares; 2026Q1: 15,133 shares; 2026Q2: 14,624 shares 14,624 $1.72M 0.11% -509 Timeline FYC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,327 shares; 2024Q4: 15,799 shares; 2025Q1: 14,496 shares; 2025Q2: 14,062 shares; 2025Q3: 13,850 shares; 2025Q4: 13,703 shares; 2026Q1: 13,385 shares; 2026Q2: 13,382 shares 13,382 $1.7M 0.1% -3 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,693 shares; 2024Q4: 2,537 shares; 2025Q1: 2,843 shares; 2025Q2: 6,637 shares; 2025Q3: 6,646 shares; 2025Q4: 2,793 shares; 2026Q1: 2,634 shares; 2026Q2: 3,299 shares 3,299 $1.69M 0.1% +665 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,694 shares; 2024Q4: 4,399 shares; 2025Q1: 4,599 shares; 2025Q2: 4,591 shares; 2025Q3: 4,582 shares; 2025Q4: 4,426 shares; 2026Q1: 4,430 shares; 2026Q2: 4,915 shares 4,915 $1.65M 0.1% +485 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW 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: 7,322 shares 7,322 $1.64M 0.1% new Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,566 shares; 2024Q4: 3,438 shares; 2025Q1: 4,201 shares; 2025Q2: 3,437 shares; 2025Q3: 3,977 shares; 2025Q4: 3,565 shares; 2026Q1: 3,569 shares; 2026Q2: 4,401 shares 4,401 $1.59M 0.1% +832 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,148 shares; 2024Q4: 30,430 shares; 2025Q1: 30,395 shares; 2025Q2: 5,859 shares; 2025Q3: 6,163 shares; 2025Q4: 6,140 shares; 2026Q1: 6,243 shares; 2026Q2: 17,554 shares 17,554 $1.59M 0.1% +11,311 Timeline ALAI THE ALGER ETF TRUST More: the full row for THE ALGER 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: 34,649 shares 34,649 $1.58M 0.1% new Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,714 shares; 2024Q4: 5,360 shares; 2025Q1: 5,052 shares; 2025Q2: 4,729 shares; 2025Q3: 4,521 shares; 2025Q4: 4,504 shares; 2026Q1: 4,394 shares; 2026Q2: 4,451 shares 4,451 $1.53M 0.09% +57 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,670 shares; 2024Q4: 5,639 shares; 2025Q1: 5,669 shares; 2025Q2: 5,824 shares; 2025Q3: 5,404 shares; 2025Q4: 5,544 shares; 2026Q1: 5,549 shares; 2026Q2: 6,204 shares 6,204 $1.5M 0.09% +655 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,254 shares; 2025Q4: 15,799 shares; 2026Q1: 26,395 shares; 2026Q2: 29,438 shares 29,438 $1.5M 0.09% +3,043 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,611 shares; 2024Q4: 5,605 shares; 2025Q1: 4,470 shares; 2025Q2: 4,598 shares; 2025Q3: 4,661 shares; 2025Q4: 4,825 shares; 2026Q1: 6,205 shares; 2026Q2: 9,399 shares 9,399 $1.49M 0.09% +3,194 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,567 shares; 2024Q4: 51,126 shares; 2025Q1: 46,228 shares; 2025Q2: 46,033 shares; 2025Q3: 46,782 shares; 2025Q4: 28,112 shares; 2026Q1: 27,636 shares; 2026Q2: 34,966 shares 34,966 $1.48M 0.09% +7,330 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,383 shares; 2024Q4: 17,698 shares; 2025Q1: 17,413 shares; 2025Q2: 16,781 shares; 2025Q3: 16,138 shares; 2025Q4: 15,008 shares; 2026Q1: 15,524 shares; 2026Q2: 15,644 shares 15,644 $1.48M 0.09% +120 Timeline MLPA 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: 7,255 shares; 2024Q4: 7,546 shares; 2025Q1: 29,200 shares; 2025Q2: 28,721 shares; 2025Q3: 28,489 shares; 2025Q4: 27,433 shares; 2026Q1: 27,845 shares; 2026Q2: 27,856 shares 27,856 $1.48M 0.09% +11 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,538 shares; 2024Q4: 12,717 shares; 2025Q1: 13,345 shares; 2025Q2: 13,538 shares; 2025Q3: 13,466 shares; 2025Q4: 15,564 shares; 2026Q1: 16,300 shares; 2026Q2: 16,835 shares 16,835 $1.48M 0.09% +535 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,045 shares; 2024Q4: 19,568 shares; 2025Q1: 16,596 shares; 2025Q2: 16,115 shares; 2025Q3: 14,769 shares; 2025Q4: 14,527 shares; 2026Q1: 13,311 shares; 2026Q2: 26,244 shares 26,244 $1.47M 0.09% +12,933 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,517 shares; 2024Q4: 2,603 shares; 2025Q1: 2,417 shares; 2025Q2: 2,396 shares; 2025Q3: 2,407 shares; 2025Q4: 2,836 shares; 2026Q1: 2,938 shares; 2026Q2: 2,949 shares 2,949 $1.46M 0.09% +11 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY 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: 5,022 shares; 2026Q2: 4,818 shares 4,818 $1.46M 0.09% -204 Timeline HFXI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 17,605 shares; 2025Q1: 20,397 shares; 2025Q2: 21,384 shares; 2025Q3: 22,444 shares; 2025Q4: 28,521 shares; 2026Q1: 28,854 shares; 2026Q2: 37,865 shares 37,865 $1.44M 0.09% +9,011 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,114 shares; 2024Q4: 8,367 shares; 2025Q1: 8,908 shares; 2025Q2: 8,562 shares; 2025Q3: 8,477 shares; 2025Q4: 8,562 shares; 2026Q1: 9,294 shares; 2026Q2: 9,812 shares 9,812 $1.44M 0.09% +518 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: 4,533 shares; 2024Q4: 4,904 shares; 2025Q1: 4,924 shares; 2025Q2: 5,321 shares; 2025Q3: 5,293 shares; 2025Q4: 5,355 shares; 2026Q1: 5,365 shares; 2026Q2: 5,301 shares 5,301 $1.43M 0.09% -64 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,998 shares; 2024Q4: 8,683 shares; 2025Q1: 8,695 shares; 2025Q2: 7,569 shares; 2025Q3: 11,813 shares; 2025Q4: 10,653 shares; 2026Q1: 10,449 shares; 2026Q2: 10,562 shares 10,562 $1.43M 0.09% +113 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: 2,857 shares; 2024Q4: 8,986 shares; 2025Q1: 7,571 shares; 2025Q2: 7,655 shares; 2025Q3: 8,072 shares; 2025Q4: 7,911 shares; 2026Q1: 7,591 shares; 2026Q2: 7,602 shares 7,602 $1.43M 0.09% +11 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,163 shares; 2024Q4: 27,342 shares; 2025Q1: 27,416 shares; 2025Q2: 26,909 shares; 2025Q3: 22,573 shares; 2025Q4: 22,608 shares; 2026Q1: 18,807 shares; 2026Q2: 18,822 shares 18,822 $1.42M 0.09% +15 Timeline DJP BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,227 shares; 2024Q4: 26,998 shares; 2025Q1: 27,280 shares; 2025Q2: 27,495 shares; 2025Q3: 30,598 shares; 2025Q4: 35,983 shares; 2026Q1: 33,189 shares; 2026Q2: 32,114 shares 32,114 $1.4M 0.09% -1,075 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: 4,463 shares; 2024Q4: 34,427 shares; 2025Q1: 19,456 shares; 2025Q2: 18,881 shares; 2025Q3: 18,361 shares; 2025Q4: 17,033 shares; 2026Q1: 17,034 shares; 2026Q2: 40,887 shares 40,887 $1.38M 0.08% +23,853 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,693 shares; 2024Q4: 4,521 shares; 2025Q1: 4,481 shares; 2025Q2: 4,444 shares; 2025Q3: 4,869 shares; 2025Q4: 4,821 shares; 2026Q1: 4,805 shares; 2026Q2: 5,016 shares 5,016 $1.36M 0.08% +211 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,408 shares; 2024Q4: 7,810 shares; 2025Q1: 10,523 shares; 2025Q2: 12,256 shares; 2025Q3: 11,533 shares; 2025Q4: 11,923 shares; 2026Q1: 12,751 shares; 2026Q2: 15,357 shares 15,357 $1.35M 0.08% +2,606 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY 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: 3,478 shares 3,478 $1.34M 0.08% new Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,947 shares; 2024Q4: 78,108 shares; 2025Q1: 71,719 shares; 2025Q2: 69,519 shares; 2025Q3: 69,420 shares; 2025Q4: 64,271 shares; 2026Q1: 63,342 shares; 2026Q2: 29,485 shares 29,485 $1.34M 0.08% -33,857 Timeline BSCX INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 111,677 shares; 2024Q4: 79,438 shares; 2025Q1: 71,289 shares; 2025Q2: 59,865 shares; 2025Q3: 43,200 shares; 2025Q4: 42,975 shares; 2026Q1: 46,046 shares; 2026Q2: 63,684 shares 63,684 $1.34M 0.08% +17,638 Timeline SCHX 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: 12,169 shares; 2024Q4: 53,180 shares; 2025Q1: 52,867 shares; 2025Q2: 53,569 shares; 2025Q3: 52,381 shares; 2025Q4: 52,413 shares; 2026Q1: 44,953 shares; 2026Q2: 44,743 shares 44,743 $1.32M 0.08% -210 Timeline XLG 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: 24,026 shares; 2024Q4: 26,796 shares; 2025Q1: 24,373 shares; 2025Q2: 23,411 shares; 2025Q3: 23,271 shares; 2025Q4: 23,264 shares; 2026Q1: 22,675 shares; 2026Q2: 21,433 shares 21,433 $1.31M 0.08% -1,242 Timeline BBD BANCO BRADESCO S A More: the full row for BANCO BRADESCO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 375,813 shares 375,813 $1.3M 0.08% new Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,367 shares; 2024Q4: 14,963 shares; 2025Q1: 14,004 shares; 2025Q2: 13,404 shares; 2025Q3: 12,054 shares; 2025Q4: 12,196 shares; 2026Q1: 9,818 shares; 2026Q2: 11,776 shares 11,776 $1.3M 0.08% +1,958 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,600 shares; 2024Q4: 8,909 shares; 2025Q1: 9,448 shares; 2025Q2: 9,409 shares; 2025Q3: 11,103 shares; 2025Q4: 11,280 shares; 2026Q1: 10,479 shares; 2026Q2: 13,562 shares 13,562 $1.3M 0.08% +3,083 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,180 shares; 2024Q4: 10,303 shares; 2025Q1: 9,657 shares; 2025Q2: 8,832 shares; 2025Q3: 8,717 shares; 2025Q4: 8,745 shares; 2026Q1: 8,854 shares; 2026Q2: 9,414 shares 9,414 $1.29M 0.08% +560 Timeline BSJV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,733 shares; 2024Q4: 23,398 shares; 2025Q1: 18,196 shares; 2025Q2: 18,061 shares; 2025Q3: 17,730 shares; 2025Q4: 36,289 shares; 2026Q1: 47,476 shares; 2026Q2: 49,222 shares 49,222 $1.29M 0.08% +1,746 Timeline BSMY INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 27,679 shares; 2025Q1: 35,689 shares; 2025Q2: 28,747 shares; 2025Q3: 44,394 shares; 2025Q4: 46,120 shares; 2026Q1: 47,621 shares; 2026Q2: 51,523 shares 51,523 $1.27M 0.08% +3,902 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,314 shares; 2024Q4: 5,844 shares; 2025Q1: 5,022 shares; 2025Q2: 5,044 shares; 2025Q3: 5,063 shares; 2025Q4: 5,405 shares; 2026Q1: 5,578 shares; 2026Q2: 5,840 shares 5,840 $1.26M 0.08% +262 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,341 shares; 2024Q4: 23,956 shares; 2025Q1: 17,122 shares; 2025Q2: 13,058 shares; 2025Q3: 8,676 shares; 2025Q4: 13,612 shares; 2026Q1: 7,586 shares; 2026Q2: 7,529 shares 7,529 $1.23M 0.08% -57 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: 40,929 shares; 2024Q4: 42,741 shares; 2025Q1: 33,274 shares; 2025Q2: 23,057 shares; 2025Q3: 15,790 shares; 2025Q4: 15,580 shares; 2026Q1: 13,987 shares; 2026Q2: 14,697 shares 14,697 $1.22M 0.07% +710 Timeline AVDS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,166 shares 16,166 $1.22M 0.07% new Timeline MYCL SSGA ACTIVE TR More: the full row for SSGA ACTIVE 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: 60,604 shares; 2026Q1: 58,366 shares; 2026Q2: 48,841 shares 48,841 $1.21M 0.07% -9,525 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: 361 shares; 2025Q1: not reported; 2025Q2: 342 shares; 2025Q3: 347 shares; 2025Q4: 326 shares; 2026Q1: 357 shares; 2026Q2: 606 shares 606 $1.21M 0.07% +249 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,246 shares; 2025Q2: not reported; 2025Q3: 6,200 shares; 2025Q4: 6,712 shares; 2026Q1: 6,542 shares; 2026Q2: 12,555 shares 12,555 $1.18M 0.07% +6,013 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,739 shares; 2024Q4: 15,380 shares; 2025Q1: 14,494 shares; 2025Q2: 10,061 shares; 2025Q3: 10,201 shares; 2025Q4: 10,337 shares; 2026Q1: 10,077 shares; 2026Q2: 12,035 shares 12,035 $1.16M 0.07% +1,958 Timeline LAND GLADSTONE LD CORP More: the full row for GLADSTONE LD 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: 145,276 shares; 2026Q2: 135,279 shares 135,279 $1.15M 0.07% -9,997 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: 1,592 shares; 2024Q4: 2,076 shares; 2025Q1: 2,118 shares; 2025Q2: 2,133 shares; 2025Q3: 2,237 shares; 2025Q4: 2,157 shares; 2026Q1: 2,266 shares; 2026Q2: 3,391 shares 3,391 $1.15M 0.07% +1,125 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,027 shares; 2024Q4: 5,461 shares; 2025Q1: 5,643 shares; 2025Q2: 5,776 shares; 2025Q3: 5,749 shares; 2025Q4: 5,526 shares; 2026Q1: 6,204 shares; 2026Q2: 5,102 shares 5,102 $1.14M 0.07% -1,102 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,439 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,439 shares; 2025Q3: 2,417 shares; 2025Q4: 3,192 shares; 2026Q1: 5,163 shares; 2026Q2: 10,903 shares 10,903 $1.13M 0.07% +5,740 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,094 shares 5,094 $1.13M 0.07% new 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: not reported; 2026Q1: not reported; 2026Q2: 14,695 shares 14,695 $1.11M 0.07% new Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,187 shares; 2025Q1: 9,601 shares; 2025Q2: 9,710 shares; 2025Q3: 9,722 shares; 2025Q4: 10,758 shares; 2026Q1: 11,300 shares; 2026Q2: 11,503 shares 11,503 $1.11M 0.07% +203 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,120 shares; 2025Q4: 4,135 shares; 2026Q1: 4,249 shares; 2026Q2: 4,257 shares 4,257 $1.09M 0.07% +8 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,110 shares; 2024Q4: 14,090 shares; 2025Q1: 14,687 shares; 2025Q2: 16,932 shares; 2025Q3: 16,914 shares; 2025Q4: 19,032 shares; 2026Q1: 19,568 shares; 2026Q2: 21,371 shares 21,371 $1.08M 0.07% +1,803 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 17,607 shares; 2025Q1: 17,045 shares; 2025Q2: 17,048 shares; 2025Q3: 17,051 shares; 2025Q4: 16,612 shares; 2026Q1: 16,578 shares; 2026Q2: 15,628 shares 15,628 $1.07M 0.07% -950 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,794 shares 9,794 $1.06M 0.06% new Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,901 shares; 2024Q4: 13,934 shares; 2025Q1: 10,777 shares; 2025Q2: 10,799 shares; 2025Q3: 10,818 shares; 2025Q4: 10,840 shares; 2026Q1: 10,950 shares; 2026Q2: 10,967 shares 10,967 $1.05M 0.06% +17 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO 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: 22,074 shares; 2026Q1: 20,887 shares; 2026Q2: 19,645 shares 19,645 $1.04M 0.06% -1,242 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 457 shares; 2024Q4: 484 shares; 2025Q1: 425 shares; 2025Q2: 423 shares; 2025Q3: 371 shares; 2025Q4: 364 shares; 2026Q1: 515 shares; 2026Q2: 2,026 shares 2,026 $1.03M 0.06% +1,511 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: 1,622 shares; 2026Q2: 4,917 shares 4,917 $1.03M 0.06% +3,295 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,819 shares; 2024Q4: 2,120 shares; 2025Q1: 1,902 shares; 2025Q2: 1,846 shares; 2025Q3: 2,263 shares; 2025Q4: 2,257 shares; 2026Q1: 2,383 shares; 2026Q2: 2,567 shares 2,567 $1.02M 0.06% +184 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,006 shares; 2025Q4: 7,281 shares; 2026Q1: 5,647 shares; 2026Q2: 6,290 shares 6,290 $1.02M 0.06% +643 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 744 shares; 2024Q4: not reported; 2025Q1: 782 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 894 shares; 2026Q2: 3,316 shares 3,316 $991K 0.06% +2,422 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,706 shares; 2024Q4: 6,188 shares; 2025Q1: 6,555 shares; 2025Q2: 6,581 shares; 2025Q3: 6,468 shares; 2025Q4: 6,831 shares; 2026Q1: 8,517 shares; 2026Q2: 8,424 shares 8,424 $991K 0.06% -93 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,347 shares; 2024Q4: 2,536 shares; 2025Q1: 2,252 shares; 2025Q2: 2,281 shares; 2025Q3: not reported; 2025Q4: 2,242 shares; 2026Q1: 2,207 shares; 2026Q2: 7,580 shares 7,580 $990K 0.06% +5,373 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,027 shares 10,027 $986K 0.06% new Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,665 shares; 2025Q4: 3,271 shares; 2026Q1: 4,071 shares; 2026Q2: 3,617 shares 3,617 $984K 0.06% -454 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: 2,149 shares; 2024Q4: 2,137 shares; 2025Q1: 2,142 shares; 2025Q2: 2,114 shares; 2025Q3: 2,118 shares; 2025Q4: 2,388 shares; 2026Q1: 2,392 shares; 2026Q2: 2,396 shares 2,396 $981K 0.06% +4 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,056 shares; 2024Q4: 15,922 shares; 2025Q1: 16,964 shares; 2025Q2: 17,518 shares; 2025Q3: 18,451 shares; 2025Q4: 18,239 shares; 2026Q1: 18,628 shares; 2026Q2: 18,026 shares 18,026 $977K 0.06% -602 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,616 shares 5,616 $974K 0.06% new Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,668 shares; 2024Q4: 7,009 shares; 2025Q1: 7,415 shares; 2025Q2: 7,333 shares; 2025Q3: 6,691 shares; 2025Q4: 5,662 shares; 2026Q1: 5,669 shares; 2026Q2: 11,203 shares 11,203 $974K 0.06% +5,534 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,952 shares; 2024Q4: 1,981 shares; 2025Q1: 2,325 shares; 2025Q2: 2,327 shares; 2025Q3: 2,335 shares; 2025Q4: 2,692 shares; 2026Q1: 2,687 shares; 2026Q2: 2,886 shares 2,886 $953K 0.06% +199 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 325 shares; 2025Q2: 274 shares; 2025Q3: 332 shares; 2025Q4: 339 shares; 2026Q1: 264 shares; 2026Q2: 3,131 shares 3,131 $945K 0.06% +2,867 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,217 shares; 2024Q4: 5,918 shares; 2025Q1: 6,051 shares; 2025Q2: 5,729 shares; 2025Q3: 5,603 shares; 2025Q4: 8,081 shares; 2026Q1: 8,031 shares; 2026Q2: 10,290 shares 10,290 $943K 0.06% +2,259 Timeline IUSV 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: 7,060 shares; 2025Q1: 7,074 shares; 2025Q2: 7,026 shares; 2025Q3: 9,025 shares; 2025Q4: 8,796 shares; 2026Q1: 8,324 shares; 2026Q2: 8,544 shares 8,544 $941K 0.06% +220 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,219 shares; 2024Q4: 11,452 shares; 2025Q1: 10,488 shares; 2025Q2: 10,702 shares; 2025Q3: 10,156 shares; 2025Q4: 10,055 shares; 2026Q1: 10,274 shares; 2026Q2: 10,059 shares 10,059 $940K 0.06% -215 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,503 shares; 2024Q4: 33,305 shares; 2025Q1: 35,179 shares; 2025Q2: 34,992 shares; 2025Q3: 32,778 shares; 2025Q4: 37,896 shares; 2026Q1: 46,524 shares; 2026Q2: 42,462 shares 42,462 $926K 0.06% -4,062 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,743 shares; 2024Q4: 14,237 shares; 2025Q1: 12,896 shares; 2025Q2: 11,814 shares; 2025Q3: 11,020 shares; 2025Q4: 10,797 shares; 2026Q1: 9,756 shares; 2026Q2: 21,742 shares 21,742 $898K 0.05% +11,986 Timeline FAD FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP 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: 6,139 shares 6,139 $893K 0.05% new Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,815 shares; 2024Q4: 6,419 shares; 2025Q1: 6,166 shares; 2025Q2: 6,101 shares; 2025Q3: 6,155 shares; 2025Q4: 6,099 shares; 2026Q1: 5,425 shares; 2026Q2: 5,858 shares 5,858 $888K 0.05% +433 Timeline JPEM 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: 7,877 shares; 2025Q1: 8,312 shares; 2025Q2: 8,377 shares; 2025Q3: 8,842 shares; 2025Q4: 10,991 shares; 2026Q1: 13,296 shares; 2026Q2: 14,096 shares 14,096 $885K 0.05% +800 Timeline AUSF 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: 5,739 shares; 2026Q1: 13,564 shares; 2026Q2: 17,851 shares 17,851 $872K 0.05% +4,287 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,149 shares; 2024Q4: 3,943 shares; 2025Q1: 3,861 shares; 2025Q2: 3,826 shares; 2025Q3: 3,307 shares; 2025Q4: 3,665 shares; 2026Q1: 3,765 shares; 2026Q2: 4,802 shares 4,802 $869K 0.05% +1,037 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,783 shares; 2025Q4: 3,403 shares; 2026Q1: 7,228 shares; 2026Q2: 8,795 shares 8,795 $864K 0.05% +1,567 Timeline IBTL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 41,322 shares 41,322 $861K 0.05% new Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,016 shares 7,016 $854K 0.05% new Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,599 shares; 2024Q4: 1,620 shares; 2025Q1: 1,743 shares; 2025Q2: 1,791 shares; 2025Q3: 1,977 shares; 2025Q4: 1,989 shares; 2026Q1: 2,111 shares; 2026Q2: 2,400 shares 2,400 $850K 0.05% +289 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,126 shares; 2024Q4: 14,187 shares; 2025Q1: 15,212 shares; 2025Q2: 14,947 shares; 2025Q3: 14,678 shares; 2025Q4: 14,901 shares; 2026Q1: 14,881 shares; 2026Q2: 15,081 shares 15,081 $845K 0.05% +200 Timeline FDRR FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,000 shares 13,000 $843K 0.05% new Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,948 shares; 2024Q4: 6,685 shares; 2025Q1: 6,626 shares; 2025Q2: 6,685 shares; 2025Q3: 6,831 shares; 2025Q4: 6,795 shares; 2026Q1: 7,939 shares; 2026Q2: 7,331 shares 7,331 $837K 0.05% -608 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 640 shares; 2024Q4: 738 shares; 2025Q1: 822 shares; 2025Q2: 822 shares; 2025Q3: 821 shares; 2025Q4: 839 shares; 2026Q1: 635 shares; 2026Q2: 6,890 shares 6,890 $824K 0.05% +6,255 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: 6,293 shares; 2024Q4: 6,408 shares; 2025Q1: 6,271 shares; 2025Q2: 6,027 shares; 2025Q3: 6,835 shares; 2025Q4: 6,814 shares; 2026Q1: 6,862 shares; 2026Q2: 10,438 shares 10,438 $817K 0.05% +3,576 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,528 shares; 2024Q4: 19,067 shares; 2025Q1: 9,968 shares; 2025Q2: 9,748 shares; 2025Q3: 9,411 shares; 2025Q4: 8,095 shares; 2026Q1: 7,768 shares; 2026Q2: 7,778 shares 7,778 $805K 0.05% +10 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: 4,667 shares 4,667 $797K 0.05% new Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,468 shares; 2024Q4: 1,372 shares; 2025Q1: 1,377 shares; 2025Q2: 2,076 shares; 2025Q3: 2,058 shares; 2025Q4: 2,123 shares; 2026Q1: 2,306 shares; 2026Q2: 3,943 shares 3,943 $791K 0.05% +1,637 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,519 shares; 2024Q4: 7,304 shares; 2025Q1: 6,654 shares; 2025Q2: 5,934 shares; 2025Q3: 6,860 shares; 2025Q4: 6,651 shares; 2026Q1: 8,747 shares; 2026Q2: 9,539 shares 9,539 $783K 0.05% +792 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,395 shares; 2024Q4: 37,304 shares; 2025Q1: 37,234 shares; 2025Q2: 10,627 shares; 2025Q3: 10,998 shares; 2025Q4: 10,760 shares; 2026Q1: 10,641 shares; 2026Q2: 11,417 shares 11,417 $780K 0.05% +776 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,758 shares; 2024Q4: 4,812 shares; 2025Q1: 4,624 shares; 2025Q2: 4,354 shares; 2025Q3: 4,269 shares; 2025Q4: 4,577 shares; 2026Q1: 4,046 shares; 2026Q2: 3,492 shares 3,492 $778K 0.05% -554 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,007 shares; 2024Q4: 5,996 shares; 2025Q1: 6,612 shares; 2025Q2: 6,081 shares; 2025Q3: 5,227 shares; 2025Q4: 5,251 shares; 2026Q1: 5,215 shares; 2026Q2: 5,252 shares 5,252 $776K 0.05% +37 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,054 shares; 2024Q4: 41,445 shares; 2025Q1: 45,794 shares; 2025Q2: 47,632 shares; 2025Q3: 53,189 shares; 2025Q4: 52,226 shares; 2026Q1: 54,492 shares; 2026Q2: 55,571 shares 55,571 $772K 0.05% +1,079 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,289 shares; 2024Q4: 2,745 shares; 2025Q1: 2,467 shares; 2025Q2: 2,467 shares; 2025Q3: 2,659 shares; 2025Q4: 2,666 shares; 2026Q1: 2,677 shares; 2026Q2: 2,866 shares 2,866 $771K 0.05% +189 Timeline EWZ 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: 24,953 shares; 2026Q1: 24,822 shares; 2026Q2: 22,301 shares 22,301 $769K 0.05% -2,521 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: 9,254 shares; 2024Q4: 10,661 shares; 2025Q1: 9,510 shares; 2025Q2: 9,321 shares; 2025Q3: 9,348 shares; 2025Q4: 11,209 shares; 2026Q1: 13,009 shares; 2026Q2: 12,850 shares 12,850 $767K 0.05% -159 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,945 shares 4,945 $762K 0.05% new Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,878 shares; 2024Q4: 7,600 shares; 2025Q1: 8,915 shares; 2025Q2: 8,967 shares; 2025Q3: 9,157 shares; 2025Q4: 9,300 shares; 2026Q1: 9,590 shares; 2026Q2: 9,594 shares 9,594 $762K 0.05% +4 Timeline BSMZ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,508 shares; 2026Q1: 13,905 shares; 2026Q2: 29,622 shares 29,622 $759K 0.05% +15,717 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 867 shares; 2025Q1: 850 shares; 2025Q2: 1,047 shares; 2025Q3: 1,059 shares; 2025Q4: 1,200 shares; 2026Q1: 1,372 shares; 2026Q2: 1,473 shares 1,473 $759K 0.05% +101 Timeline PTIN PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,674 shares; 2024Q4: 25,188 shares; 2025Q1: 25,334 shares; 2025Q2: 23,707 shares; 2025Q3: 22,840 shares; 2025Q4: 21,166 shares; 2026Q1: 21,436 shares; 2026Q2: 20,680 shares 20,680 $758K 0.05% -756 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,531 shares; 2024Q4: 2,574 shares; 2025Q1: 2,579 shares; 2025Q2: 2,567 shares; 2025Q3: 2,575 shares; 2025Q4: 2,550 shares; 2026Q1: 2,591 shares; 2026Q2: 2,784 shares 2,784 $753K 0.05% +193 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,578 shares; 2024Q4: 7,651 shares; 2025Q1: 7,647 shares; 2025Q2: 7,685 shares; 2025Q3: 7,735 shares; 2025Q4: 9,266 shares; 2026Q1: 9,391 shares; 2026Q2: 10,388 shares 10,388 $751K 0.05% +997 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,009 shares; 2024Q4: 3,103 shares; 2025Q1: 3,144 shares; 2025Q2: 3,269 shares; 2025Q3: 3,246 shares; 2025Q4: 3,233 shares; 2026Q1: 3,062 shares; 2026Q2: 9,113 shares 9,113 $740K 0.05% +6,051 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,665 shares; 2024Q4: 6,592 shares; 2025Q1: 6,418 shares; 2025Q2: 6,171 shares; 2025Q3: 6,272 shares; 2025Q4: 6,502 shares; 2026Q1: 6,577 shares; 2026Q2: 6,545 shares 6,545 $739K 0.05% -32 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,229 shares; 2024Q4: 19,361 shares; 2025Q1: 6,176 shares; 2025Q2: 7,059 shares; 2025Q3: 7,168 shares; 2025Q4: 15,269 shares; 2026Q1: 15,826 shares; 2026Q2: 16,184 shares 16,184 $734K 0.04% +358 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,929 shares; 2024Q4: 3,929 shares; 2025Q1: 3,929 shares; 2025Q2: 3,929 shares; 2025Q3: 3,929 shares; 2025Q4: 3,930 shares; 2026Q1: 3,930 shares; 2026Q2: 3,930 shares 3,930 $727K 0.04% 0 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 820 shares; 2024Q4: 975 shares; 2025Q1: 989 shares; 2025Q2: 1,018 shares; 2025Q3: 1,024 shares; 2025Q4: 1,010 shares; 2026Q1: 1,123 shares; 2026Q2: 1,478 shares 1,478 $726K 0.04% +355 Timeline IYK 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: 24,207 shares; 2025Q3: 19,856 shares; 2025Q4: 15,740 shares; 2026Q1: 9,969 shares; 2026Q2: 9,756 shares 9,756 $709K 0.04% -213 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,838 shares; 2024Q4: 1,826 shares; 2025Q1: 2,216 shares; 2025Q2: 2,346 shares; 2025Q3: 2,119 shares; 2025Q4: 2,118 shares; 2026Q1: not reported; 2026Q2: 1,632 shares 1,632 $704K 0.04% new Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,371 shares; 2024Q4: 1,757 shares; 2025Q1: 1,813 shares; 2025Q2: 1,877 shares; 2025Q3: 1,887 shares; 2025Q4: 1,892 shares; 2026Q1: 1,880 shares; 2026Q2: 2,043 shares 2,043 $696K 0.04% +163 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,650 shares; 2024Q4: 10,058 shares; 2025Q1: 10,808 shares; 2025Q2: 12,089 shares; 2025Q3: 13,185 shares; 2025Q4: 14,265 shares; 2026Q1: 14,163 shares; 2026Q2: 13,977 shares 13,977 $689K 0.04% -186 Timeline IHE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,384 shares; 2026Q2: 6,916 shares 6,916 $685K 0.04% +2,532 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,512 shares; 2024Q4: 16,823 shares; 2025Q1: 17,254 shares; 2025Q2: 16,784 shares; 2025Q3: 16,136 shares; 2025Q4: 13,508 shares; 2026Q1: 14,397 shares; 2026Q2: 11,852 shares 11,852 $683K 0.04% -2,545 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,516 shares; 2024Q4: 12,641 shares; 2025Q1: 12,804 shares; 2025Q2: 12,590 shares; 2025Q3: 12,322 shares; 2025Q4: 12,276 shares; 2026Q1: 12,101 shares; 2026Q2: 9,116 shares 9,116 $683K 0.04% -2,985 Timeline BBBS BONDBLOXX ETF TRUST More: the full row for BONDBLOXX 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: 9,521 shares; 2026Q1: 10,331 shares; 2026Q2: 13,306 shares 13,306 $679K 0.04% +2,975 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 393 shares; 2024Q4: 436 shares; 2025Q1: 387 shares; 2025Q2: 5,540 shares; 2025Q3: 5,943 shares; 2025Q4: 5,591 shares; 2026Q1: 4,762 shares; 2026Q2: 7,264 shares 7,264 $669K 0.04% +2,502 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,218 shares; 2024Q4: 5,728 shares; 2025Q1: 4,730 shares; 2025Q2: 4,660 shares; 2025Q3: 4,570 shares; 2025Q4: 4,366 shares; 2026Q1: 4,083 shares; 2026Q2: 4,353 shares 4,353 $669K 0.04% +270 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,030 shares 6,030 $667K 0.04% new Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,207 shares; 2026Q1: 6,136 shares; 2026Q2: 6,226 shares 6,226 $662K 0.04% +90 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,939 shares; 2024Q4: 2,046 shares; 2025Q1: 2,167 shares; 2025Q2: 2,095 shares; 2025Q3: 2,094 shares; 2025Q4: 2,259 shares; 2026Q1: 1,976 shares; 2026Q2: 2,074 shares 2,074 $653K 0.04% +98 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,618 shares; 2024Q4: 4,563 shares; 2025Q1: 5,067 shares; 2025Q2: 4,524 shares; 2025Q3: 4,489 shares; 2025Q4: 4,676 shares; 2026Q1: 4,179 shares; 2026Q2: 4,164 shares 4,164 $652K 0.04% -15 Timeline MYMK SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 25,622 shares 25,622 $636K 0.04% new Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,235 shares; 2026Q2: 3,336 shares 3,336 $633K 0.04% +101 Timeline RECS 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: not reported; 2024Q4: 7,742 shares; 2025Q1: 6,315 shares; 2025Q2: 5,921 shares; 2025Q3: 5,659 shares; 2025Q4: 7,480 shares; 2026Q1: 9,621 shares; 2026Q2: 14,576 shares 14,576 $631K 0.04% +4,955 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 910 shares; 2024Q4: 931 shares; 2025Q1: 1,569 shares; 2025Q2: 1,572 shares; 2025Q3: 1,185 shares; 2025Q4: 1,185 shares; 2026Q1: 1,475 shares; 2026Q2: 1,993 shares 1,993 $627K 0.04% +518 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,720 shares; 2024Q4: 3,583 shares; 2025Q1: 3,945 shares; 2025Q2: 4,153 shares; 2025Q3: 3,742 shares; 2025Q4: 3,624 shares; 2026Q1: 3,833 shares; 2026Q2: 3,849 shares 3,849 $623K 0.04% +16 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL 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: 555 shares; 2026Q2: 638 shares 638 $615K 0.04% +83 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,818 shares; 2024Q4: 15,977 shares; 2025Q1: 14,797 shares; 2025Q2: 14,757 shares; 2025Q3: 15,291 shares; 2025Q4: 16,044 shares; 2026Q1: 15,302 shares; 2026Q2: 16,549 shares 16,549 $611K 0.04% +1,247 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,004 shares; 2025Q4: 6,988 shares; 2026Q1: 14,386 shares; 2026Q2: 16,056 shares 16,056 $609K 0.04% +1,670 Timeline QDEF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,999 shares; 2024Q4: 6,999 shares; 2025Q1: 6,999 shares; 2025Q2: 6,999 shares; 2025Q3: 6,999 shares; 2025Q4: 6,999 shares; 2026Q1: 6,999 shares; 2026Q2: 6,999 shares 6,999 $609K 0.04% 0 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,830 shares; 2025Q1: not reported; 2025Q2: 7,505 shares; 2025Q3: 8,308 shares; 2025Q4: 10,106 shares; 2026Q1: 10,638 shares; 2026Q2: 11,197 shares 11,197 $596K 0.04% +559 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,298 shares; 2026Q2: 24,674 shares 24,674 $596K 0.04% +1,376 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,157 shares; 2024Q4: 3,984 shares; 2025Q1: 4,376 shares; 2025Q2: 4,286 shares; 2025Q3: 4,297 shares; 2025Q4: 4,508 shares; 2026Q1: 4,386 shares; 2026Q2: 4,125 shares 4,125 $590K 0.04% -261 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 453 shares; 2024Q4: 601 shares; 2025Q1: 527 shares; 2025Q2: 504 shares; 2025Q3: 550 shares; 2025Q4: 546 shares; 2026Q1: 535 shares; 2026Q2: 598 shares 598 $585K 0.04% +63 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: not reported; 2026Q1: 13,723 shares; 2026Q2: 14,059 shares 14,059 $582K 0.04% +336 Timeline NGVT INGEVITY CORP More: the full row for INGEVITY 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: 7,769 shares 7,769 $580K 0.04% new Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL 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: 5,331 shares 5,331 $575K 0.04% new Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 576 shares; 2025Q2: 522 shares; 2025Q3: 529 shares; 2025Q4: 814 shares; 2026Q1: 738 shares; 2026Q2: 749 shares 749 $572K 0.03% +11 Timeline BCX BLACKROCK RES & COMMODITIES More: the full row for BLACKROCK RES & COMMODITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,747 shares; 2024Q4: 53,537 shares; 2025Q1: 53,759 shares; 2025Q2: 52,760 shares; 2025Q3: 50,007 shares; 2025Q4: 46,613 shares; 2026Q1: 49,536 shares; 2026Q2: 50,129 shares 50,129 $567K 0.03% +593 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 916 shares; 2024Q4: 1,090 shares; 2025Q1: 1,075 shares; 2025Q2: 1,104 shares; 2025Q3: 1,145 shares; 2025Q4: 1,084 shares; 2026Q1: 1,030 shares; 2026Q2: 1,087 shares 1,087 $564K 0.03% +57 Timeline GTOP GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,286 shares; 2026Q1: 11,286 shares; 2026Q2: 11,286 shares 11,286 $562K 0.03% 0 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,127 shares; 2024Q4: 3,800 shares; 2025Q1: 3,068 shares; 2025Q2: 3,159 shares; 2025Q3: 3,131 shares; 2025Q4: 3,149 shares; 2026Q1: 4,602 shares; 2026Q2: 4,645 shares 4,645 $559K 0.03% +43 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,322 shares; 2024Q4: 7,898 shares; 2025Q1: 10,521 shares; 2025Q2: 10,639 shares; 2025Q3: 10,425 shares; 2025Q4: 11,292 shares; 2026Q1: 9,446 shares; 2026Q2: 10,876 shares 10,876 $546K 0.03% +1,430 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,402 shares; 2025Q4: 14,467 shares; 2026Q1: 14,754 shares; 2026Q2: 18,379 shares 18,379 $546K 0.03% +3,625 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,976 shares; 2024Q4: 5,526 shares; 2025Q1: 6,699 shares; 2025Q2: 4,584 shares; 2025Q3: 4,437 shares; 2025Q4: 4,442 shares; 2026Q1: 4,369 shares; 2026Q2: 4,371 shares 4,371 $544K 0.03% +2 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,868 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,606 shares; 2025Q4: 1,632 shares; 2026Q1: 1,743 shares; 2026Q2: 3,181 shares 3,181 $540K 0.03% +1,438 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,083 shares; 2025Q1: 309 shares; 2025Q2: 298 shares; 2025Q3: 1,751 shares; 2025Q4: 316 shares; 2026Q1: 418 shares; 2026Q2: 560 shares 560 $539K 0.03% +142 Timeline MFSI MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE 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: 12,089 shares; 2025Q4: 15,003 shares; 2026Q1: 16,811 shares; 2026Q2: 16,578 shares 16,578 $538K 0.03% -233 Timeline VEU 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: 6,615 shares; 2024Q4: 6,249 shares; 2025Q1: 6,524 shares; 2025Q2: 6,180 shares; 2025Q3: 6,207 shares; 2025Q4: 6,205 shares; 2026Q1: 6,213 shares; 2026Q2: 6,386 shares 6,386 $535K 0.03% +173 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,132 shares; 2026Q2: 4,183 shares 4,183 $535K 0.03% +51 Timeline ASEA 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: 30,014 shares; 2026Q1: 30,276 shares; 2026Q2: 27,091 shares 27,091 $531K 0.03% -3,185 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,844 shares; 2024Q4: 5,357 shares; 2025Q1: 6,552 shares; 2025Q2: 6,820 shares; 2025Q3: 7,149 shares; 2025Q4: 7,201 shares; 2026Q1: 7,419 shares; 2026Q2: 7,354 shares 7,354 $531K 0.03% -65 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,291 shares; 2025Q2: 26,291 shares; 2025Q3: 28,362 shares; 2025Q4: 29,529 shares; 2026Q1: 31,287 shares; 2026Q2: 30,629 shares 30,629 $529K 0.03% -658 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,559 shares; 2024Q4: 18,773 shares; 2025Q1: 18,817 shares; 2025Q2: 18,886 shares; 2025Q3: 18,166 shares; 2025Q4: 18,118 shares; 2026Q1: 18,736 shares; 2026Q2: 17,276 shares 17,276 $527K 0.03% -1,460 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,514 shares; 2024Q4: 2,076 shares; 2025Q1: 2,075 shares; 2025Q2: 2,067 shares; 2025Q3: 2,090 shares; 2025Q4: 2,073 shares; 2026Q1: 2,082 shares; 2026Q2: 2,200 shares 2,200 $524K 0.03% +118 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,284 shares; 2024Q4: 3,320 shares; 2025Q1: 2,294 shares; 2025Q2: 2,324 shares; 2025Q3: 2,443 shares; 2025Q4: 4,345 shares; 2026Q1: 4,004 shares; 2026Q2: 5,259 shares 5,259 $521K 0.03% +1,255 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,906 shares; 2025Q1: not reported; 2025Q2: 5,277 shares; 2025Q3: 4,981 shares; 2025Q4: 3,898 shares; 2026Q1: 3,301 shares; 2026Q2: 3,183 shares 3,183 $516K 0.03% -118 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: 4,056 shares 4,056 $512K 0.03% new Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,166 shares; 2025Q4: 3,442 shares; 2026Q1: 3,438 shares; 2026Q2: 3,536 shares 3,536 $511K 0.03% +98 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,961 shares; 2024Q4: 3,081 shares; 2025Q1: 3,063 shares; 2025Q2: 3,331 shares; 2025Q3: 3,366 shares; 2025Q4: 3,311 shares; 2026Q1: 3,362 shares; 2026Q2: 3,473 shares 3,473 $507K 0.03% +111 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,083 shares; 2024Q4: 1,080 shares; 2025Q1: 1,056 shares; 2025Q2: 1,057 shares; 2025Q3: 1,058 shares; 2025Q4: 1,060 shares; 2026Q1: 1,057 shares; 2026Q2: 1,183 shares 1,183 $504K 0.03% +126 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,929 shares; 2024Q4: 2,570 shares; 2025Q1: 2,603 shares; 2025Q2: 3,152 shares; 2025Q3: 3,146 shares; 2025Q4: 3,105 shares; 2026Q1: 2,814 shares; 2026Q2: 2,491 shares 2,491 $502K 0.03% -323 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,811 shares; 2024Q4: 3,166 shares; 2025Q1: 3,044 shares; 2025Q2: 3,044 shares; 2025Q3: 3,151 shares; 2025Q4: 3,012 shares; 2026Q1: 3,015 shares; 2026Q2: 2,914 shares 2,914 $496K 0.03% -101 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE 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: 6,981 shares; 2026Q1: 6,711 shares; 2026Q2: 6,294 shares 6,294 $489K 0.03% -417 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,404 shares; 2024Q4: 2,291 shares; 2025Q1: 2,128 shares; 2025Q2: 2,077 shares; 2025Q3: 2,085 shares; 2025Q4: 2,015 shares; 2026Q1: 1,962 shares; 2026Q2: 2,160 shares 2,160 $484K 0.03% +198 Timeline GDXJ 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: 7,089 shares; 2024Q4: 7,089 shares; 2025Q1: 7,089 shares; 2025Q2: 4,924 shares; 2025Q3: 4,924 shares; 2025Q4: 4,924 shares; 2026Q1: 4,924 shares; 2026Q2: 4,924 shares 4,924 $484K 0.03% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,353 shares; 2024Q4: 6,002 shares; 2025Q1: 5,345 shares; 2025Q2: 4,853 shares; 2025Q3: 3,767 shares; 2025Q4: 3,692 shares; 2026Q1: 3,568 shares; 2026Q2: 3,822 shares 3,822 $483K 0.03% +254 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: 4,266 shares; 2024Q4: 12,798 shares; 2025Q1: 12,798 shares; 2025Q2: 12,798 shares; 2025Q3: 12,798 shares; 2025Q4: 15,427 shares; 2026Q1: 15,435 shares; 2026Q2: 16,642 shares 16,642 $482K 0.03% +1,207 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 30,247 shares; 2025Q1: 25,446 shares; 2025Q2: 24,202 shares; 2025Q3: 24,951 shares; 2025Q4: 25,266 shares; 2026Q1: 20,820 shares; 2026Q2: 20,862 shares 20,862 $475K 0.03% +42 Timeline FSEC 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,820 shares 10,820 $474K 0.03% new Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 459 shares; 2024Q4: 535 shares; 2025Q1: 495 shares; 2025Q2: 495 shares; 2025Q3: 555 shares; 2025Q4: 544 shares; 2026Q1: 987 shares; 2026Q2: 1,044 shares 1,044 $473K 0.03% +57 Timeline MBB 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: 4,307 shares; 2025Q1: 4,833 shares; 2025Q2: 5,147 shares; 2025Q3: 5,078 shares; 2025Q4: 5,174 shares; 2026Q1: 4,344 shares; 2026Q2: 4,980 shares 4,980 $471K 0.03% +636 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,250 shares; 2024Q4: 1,245 shares; 2025Q1: 1,240 shares; 2025Q2: 1,189 shares; 2025Q3: 1,158 shares; 2025Q4: 1,274 shares; 2026Q1: 1,257 shares; 2026Q2: 1,575 shares 1,575 $470K 0.03% +318 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,101 shares 5,101 $465K 0.03% new Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,997 shares; 2024Q4: 9,513 shares; 2025Q1: 10,670 shares; 2025Q2: 10,560 shares; 2025Q3: 10,360 shares; 2025Q4: 8,504 shares; 2026Q1: 7,343 shares; 2026Q2: 7,371 shares 7,371 $464K 0.03% +28 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,693 shares; 2024Q4: 17,579 shares; 2025Q1: 18,140 shares; 2025Q2: 18,295 shares; 2025Q3: 17,659 shares; 2025Q4: 16,768 shares; 2026Q1: 13,064 shares; 2026Q2: 12,775 shares 12,775 $462K 0.03% -289 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,159 shares; 2024Q4: 964 shares; 2025Q1: 964 shares; 2025Q2: 1,010 shares; 2025Q3: 1,031 shares; 2025Q4: 1,061 shares; 2026Q1: 892 shares; 2026Q2: 915 shares 915 $459K 0.03% +23 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,609 shares; 2025Q2: 26,658 shares; 2025Q3: 26,458 shares; 2025Q4: 26,397 shares; 2026Q1: 26,441 shares; 2026Q2: 26,441 shares 26,441 $459K 0.03% 0 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,560 shares; 2024Q4: 11,159 shares; 2025Q1: 10,025 shares; 2025Q2: 7,489 shares; 2025Q3: 7,190 shares; 2025Q4: 8,050 shares; 2026Q1: 7,523 shares; 2026Q2: 5,883 shares 5,883 $458K 0.03% -1,640 Timeline BSTU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,729 shares 17,729 $458K 0.03% new Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,360 shares; 2024Q4: 17,825 shares; 2025Q1: 17,292 shares; 2025Q2: 17,482 shares; 2025Q3: 17,013 shares; 2025Q4: 13,443 shares; 2026Q1: 15,622 shares; 2026Q2: 19,268 shares 19,268 $455K 0.03% +3,646 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,910 shares; 2025Q3: 11,799 shares; 2025Q4: 11,982 shares; 2026Q1: 12,436 shares; 2026Q2: 12,439 shares 12,439 $454K 0.03% +3 Timeline BANK OF AMER CORP 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 360 shares 360 $452K 0.03% new 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: 2,360 shares; 2024Q4: 2,432 shares; 2025Q1: 2,241 shares; 2025Q2: 2,292 shares; 2025Q3: 2,254 shares; 2025Q4: 2,212 shares; 2026Q1: 2,614 shares; 2026Q2: 2,679 shares 2,679 $449K 0.03% +65 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,192 shares; 2024Q4: 14,638 shares; 2025Q1: 14,583 shares; 2025Q2: 14,020 shares; 2025Q3: 13,919 shares; 2025Q4: 15,549 shares; 2026Q1: 15,527 shares; 2026Q2: 16,154 shares 16,154 $447K 0.03% +627 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 476 shares; 2024Q4: 515 shares; 2025Q1: 514 shares; 2025Q2: 674 shares; 2025Q3: 563 shares; 2025Q4: 547 shares; 2026Q1: not reported; 2026Q2: 1,085 shares 1,085 $442K 0.03% new Timeline CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,862 shares; 2025Q1: 13,834 shares; 2025Q2: 13,567 shares; 2025Q3: 11,695 shares; 2025Q4: 11,122 shares; 2026Q1: 11,122 shares; 2026Q2: 10,804 shares 10,804 $439K 0.03% -318 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,320 shares; 2024Q4: 7,449 shares; 2025Q1: 7,583 shares; 2025Q2: 7,674 shares; 2025Q3: 7,707 shares; 2025Q4: 7,772 shares; 2026Q1: 4,776 shares; 2026Q2: 5,665 shares 5,665 $439K 0.03% +889 Timeline FFLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,245 shares; 2024Q4: 7,245 shares; 2025Q1: 7,245 shares; 2025Q2: 7,265 shares; 2025Q3: 7,280 shares; 2025Q4: 7,311 shares; 2026Q1: 7,328 shares; 2026Q2: 7,344 shares 7,344 $433K 0.03% +16 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: 1,760 shares; 2024Q4: 1,792 shares; 2025Q1: 1,773 shares; 2025Q2: 1,948 shares; 2025Q3: 1,912 shares; 2025Q4: 1,912 shares; 2026Q1: 1,934 shares; 2026Q2: 1,881 shares 1,881 $427K 0.03% -53 Timeline AFL AFLAC INC More: the full row for AFLAC 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: 3,903 shares; 2025Q4: 4,108 shares; 2026Q1: 3,622 shares; 2026Q2: 3,621 shares 3,621 $425K 0.03% -1 Timeline IGF 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: 5,944 shares; 2025Q2: 5,873 shares; 2025Q3: 5,607 shares; 2025Q4: 5,732 shares; 2026Q1: 5,610 shares; 2026Q2: 6,333 shares 6,333 $422K 0.03% +723 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,537 shares 1,537 $421K 0.03% new Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 918 shares; 2024Q4: 979 shares; 2025Q1: 909 shares; 2025Q2: 909 shares; 2025Q3: 913 shares; 2025Q4: 910 shares; 2026Q1: 1,031 shares; 2026Q2: 1,267 shares 1,267 $419K 0.03% +236 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,116 shares; 2024Q4: 1,231 shares; 2025Q1: 1,059 shares; 2025Q2: 1,077 shares; 2025Q3: 975 shares; 2025Q4: 944 shares; 2026Q1: 861 shares; 2026Q2: 1,599 shares 1,599 $417K 0.03% +738 Timeline SPSK TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,580 shares; 2024Q4: 25,917 shares; 2025Q1: 26,035 shares; 2025Q2: 26,152 shares; 2025Q3: 26,133 shares; 2025Q4: 26,321 shares; 2026Q1: 26,517 shares; 2026Q2: 23,141 shares 23,141 $417K 0.03% -3,376 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 987 shares; 2024Q4: 1,802 shares; 2025Q1: 1,477 shares; 2025Q2: 1,476 shares; 2025Q3: 1,530 shares; 2025Q4: 1,632 shares; 2026Q1: 1,471 shares; 2026Q2: 1,883 shares 1,883 $416K 0.03% +412 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,847 shares; 2024Q4: not reported; 2025Q1: 2,603 shares; 2025Q2: 2,635 shares; 2025Q3: 2,614 shares; 2025Q4: 2,614 shares; 2026Q1: 2,569 shares; 2026Q2: 2,613 shares 2,613 $409K 0.03% +44 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,191 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,747 shares; 2026Q2: 4,757 shares 4,757 $407K 0.02% +10 Timeline BSSX INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,930 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,842 shares; 2025Q3: 12,534 shares; 2025Q4: 15,719 shares; 2026Q1: 15,729 shares; 2026Q2: 15,738 shares 15,738 $406K 0.02% +9 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,722 shares; 2026Q2: 6,157 shares 6,157 $404K 0.02% +435 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,110 shares; 2024Q4: 1,503 shares; 2025Q1: 1,302 shares; 2025Q2: 940 shares; 2025Q3: 958 shares; 2025Q4: not reported; 2026Q1: 1,270 shares; 2026Q2: 1,435 shares 1,435 $403K 0.02% +165 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,652 shares; 2025Q2: 3,795 shares; 2025Q3: 3,719 shares; 2025Q4: 3,911 shares; 2026Q1: 4,202 shares; 2026Q2: 4,247 shares 4,247 $403K 0.02% +45 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,375 shares; 2024Q4: 3,310 shares; 2025Q1: 3,334 shares; 2025Q2: 4,209 shares; 2025Q3: 4,183 shares; 2025Q4: 4,236 shares; 2026Q1: 4,264 shares; 2026Q2: 4,281 shares 4,281 $403K 0.02% +17 Timeline OKTA OKTA INC More: the full row for OKTA 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: 2,922 shares; 2026Q2: 2,913 shares 2,913 $397K 0.02% -9 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,777 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,785 shares; 2025Q4: 5,801 shares; 2026Q1: 5,201 shares; 2026Q2: 5,140 shares 5,140 $396K 0.02% -61 Timeline XMVM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,537 shares 5,537 $393K 0.02% new Timeline POWA INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,982 shares; 2024Q4: 6,995 shares; 2025Q1: 6,031 shares; 2025Q2: 6,031 shares; 2025Q3: 4,381 shares; 2025Q4: 4,381 shares; 2026Q1: 4,381 shares; 2026Q2: 4,381 shares 4,381 $389K 0.02% 0 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,093 shares; 2024Q4: 3,372 shares; 2025Q1: 3,401 shares; 2025Q2: 3,229 shares; 2025Q3: 3,282 shares; 2025Q4: 3,114 shares; 2026Q1: 3,463 shares; 2026Q2: 4,214 shares 4,214 $389K 0.02% +751 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,071 shares; 2024Q4: 1,226 shares; 2025Q1: 1,145 shares; 2025Q2: 1,024 shares; 2025Q3: 986 shares; 2025Q4: 1,010 shares; 2026Q1: not reported; 2026Q2: 1,776 shares 1,776 $388K 0.02% new Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 865 shares; 2024Q4: 877 shares; 2025Q1: 874 shares; 2025Q2: not reported; 2025Q3: 932 shares; 2025Q4: 968 shares; 2026Q1: 1,159 shares; 2026Q2: 1,232 shares 1,232 $386K 0.02% +73 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 926 shares; 2024Q4: 1,159 shares; 2025Q1: 890 shares; 2025Q2: 890 shares; 2025Q3: 884 shares; 2025Q4: 885 shares; 2026Q1: 876 shares; 2026Q2: 975 shares 975 $384K 0.02% +99 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,367 shares; 2024Q4: 2,480 shares; 2025Q1: 1,851 shares; 2025Q2: 1,585 shares; 2025Q3: 1,544 shares; 2025Q4: 1,547 shares; 2026Q1: 1,547 shares; 2026Q2: 1,353 shares 1,353 $381K 0.02% -194 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,625 shares 9,625 $381K 0.02% new Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,170 shares; 2024Q4: 8,536 shares; 2025Q1: 8,154 shares; 2025Q2: 7,221 shares; 2025Q3: 7,221 shares; 2025Q4: 7,222 shares; 2026Q1: 7,273 shares; 2026Q2: 6,300 shares 6,300 $380K 0.02% -973 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: 94,153 shares; 2024Q4: 84,841 shares; 2025Q1: 48,987 shares; 2025Q2: 30,096 shares; 2025Q3: 7,714 shares; 2025Q4: 5,632 shares; 2026Q1: 4,450 shares; 2026Q2: 4,939 shares 4,939 $378K 0.02% +489 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,322 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 936 shares; 2026Q1: not reported; 2026Q2: 1,317 shares 1,317 $376K 0.02% new 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,251 shares; 2025Q2: 2,153 shares; 2025Q3: not reported; 2025Q4: 2,862 shares; 2026Q1: 3,134 shares; 2026Q2: 3,492 shares 3,492 $375K 0.02% +358 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: 5,456 shares; 2025Q2: 6,256 shares; 2025Q3: 6,659 shares; 2025Q4: 6,023 shares; 2026Q1: 8,119 shares; 2026Q2: 7,871 shares 7,871 $375K 0.02% -248 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,409 shares; 2025Q4: 2,425 shares; 2026Q1: 3,816 shares; 2026Q2: 4,035 shares 4,035 $374K 0.02% +219 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,110 shares; 2025Q4: 1,417 shares; 2026Q1: 1,369 shares; 2026Q2: 1,463 shares 1,463 $374K 0.02% +94 Timeline ARKX ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,940 shares 10,940 $373K 0.02% new Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,564 shares; 2026Q2: 24,507 shares 24,507 $369K 0.02% -3,057 Timeline AVUS 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: 2,258 shares; 2026Q1: 2,628 shares; 2026Q2: 2,828 shares 2,828 $362K 0.02% +200 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,371 shares; 2025Q3: 4,395 shares; 2025Q4: 4,503 shares; 2026Q1: 4,625 shares; 2026Q2: 5,825 shares 5,825 $360K 0.02% +1,200 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,923 shares; 2024Q4: 4,435 shares; 2025Q1: 3,837 shares; 2025Q2: 4,813 shares; 2025Q3: 6,052 shares; 2025Q4: 5,847 shares; 2026Q1: 6,125 shares; 2026Q2: 6,189 shares 6,189 $358K 0.02% +64 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS 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: 213 shares; 2025Q4: 248 shares; 2026Q1: not reported; 2026Q2: 312 shares 312 $353K 0.02% new Timeline WELLS FARGO & CO WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 305 shares 305 $353K 0.02% new ISCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,149 shares; 2024Q4: 6,599 shares; 2025Q1: 6,109 shares; 2025Q2: 5,160 shares; 2025Q3: 5,045 shares; 2025Q4: 4,850 shares; 2026Q1: 4,504 shares; 2026Q2: 4,504 shares 4,504 $353K 0.02% 0 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,321 shares; 2024Q4: 3,202 shares; 2025Q1: 3,239 shares; 2025Q2: 2,403 shares; 2025Q3: 2,097 shares; 2025Q4: 2,122 shares; 2026Q1: 2,138 shares; 2026Q2: 2,136 shares 2,136 $350K 0.02% -2 Timeline PTMC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,338 shares; 2024Q4: 14,798 shares; 2025Q1: 14,938 shares; 2025Q2: 12,487 shares; 2025Q3: 10,576 shares; 2025Q4: 9,239 shares; 2026Q1: 9,059 shares; 2026Q2: 8,343 shares 8,343 $349K 0.02% -716 Timeline LTC LTC PPTYS INC More: the full row for LTC 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: 8,960 shares 8,960 $345K 0.02% new Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,713 shares; 2024Q4: 7,613 shares; 2025Q1: 6,862 shares; 2025Q2: 7,979 shares; 2025Q3: 7,818 shares; 2025Q4: 7,820 shares; 2026Q1: 6,322 shares; 2026Q2: 7,062 shares 7,062 $342K 0.02% +740 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE 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: 1,056 shares; 2026Q2: 1,434 shares 1,434 $341K 0.02% +378 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,044 shares; 2024Q4: 1,129 shares; 2025Q1: 1,070 shares; 2025Q2: 791 shares; 2025Q3: 756 shares; 2025Q4: 728 shares; 2026Q1: 846 shares; 2026Q2: 852 shares 852 $339K 0.02% +6 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,479 shares; 2024Q4: 1,496 shares; 2025Q1: 1,484 shares; 2025Q2: 1,533 shares; 2025Q3: 1,578 shares; 2025Q4: 1,525 shares; 2026Q1: 1,555 shares; 2026Q2: 1,589 shares 1,589 $339K 0.02% +34 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,701 shares; 2024Q4: 23,793 shares; 2025Q1: 23,080 shares; 2025Q2: 23,332 shares; 2025Q3: 22,707 shares; 2025Q4: 22,764 shares; 2026Q1: 26,162 shares; 2026Q2: 32,114 shares 32,114 $337K 0.02% +5,952 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,045 shares; 2024Q4: 6,071 shares; 2025Q1: 6,210 shares; 2025Q2: 6,663 shares; 2025Q3: 6,689 shares; 2025Q4: 6,558 shares; 2026Q1: 5,943 shares; 2026Q2: 5,966 shares 5,966 $337K 0.02% +23 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,145 shares; 2026Q2: 1,795 shares 1,795 $337K 0.02% -350 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,918 shares; 2025Q3: 6,146 shares; 2025Q4: 6,138 shares; 2026Q1: 6,104 shares; 2026Q2: 6,155 shares 6,155 $335K 0.02% +51 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,905 shares; 2024Q4: 2,600 shares; 2025Q1: 2,228 shares; 2025Q2: 2,228 shares; 2025Q3: 2,415 shares; 2025Q4: 2,358 shares; 2026Q1: 2,364 shares; 2026Q2: 2,508 shares 2,508 $332K 0.02% +144 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,920 shares; 2024Q4: 1,960 shares; 2025Q1: 1,940 shares; 2025Q2: 1,943 shares; 2025Q3: 1,959 shares; 2025Q4: 2,049 shares; 2026Q1: 1,941 shares; 2026Q2: 2,806 shares 2,806 $332K 0.02% +865 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,607 shares; 2025Q3: 8,320 shares; 2025Q4: 9,119 shares; 2026Q1: 9,655 shares; 2026Q2: 12,412 shares 12,412 $329K 0.02% +2,757 Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD 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: 5,000 shares; 2026Q1: 5,000 shares; 2026Q2: 8,300 shares 8,300 $328K 0.02% +3,300 Timeline SCHE 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,033 shares 9,033 $328K 0.02% new Timeline IBB 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: 1,680 shares; 2026Q1: 1,576 shares; 2026Q2: 1,717 shares 1,717 $327K 0.02% +141 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,473 shares 2,473 $325K 0.02% new Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 915 shares; 2025Q3: 926 shares; 2025Q4: 911 shares; 2026Q1: 1,113 shares; 2026Q2: 1,119 shares 1,119 $325K 0.02% +6 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 471 shares; 2025Q1: not reported; 2025Q2: 616 shares; 2025Q3: 670 shares; 2025Q4: 670 shares; 2026Q1: 670 shares; 2026Q2: 620 shares 620 $324K 0.02% -50 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,962 shares; 2024Q4: 1,779 shares; 2025Q1: 1,657 shares; 2025Q2: 1,619 shares; 2025Q3: 1,625 shares; 2025Q4: 1,550 shares; 2026Q1: 1,542 shares; 2026Q2: 1,654 shares 1,654 $324K 0.02% +112 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,272 shares; 2024Q4: 3,187 shares; 2025Q1: 2,964 shares; 2025Q2: 2,124 shares; 2025Q3: not reported; 2025Q4: 2,220 shares; 2026Q1: 2,822 shares; 2026Q2: 2,864 shares 2,864 $323K 0.02% +42 Timeline NXTG 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: 3,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,100 shares; 2025Q3: 2,100 shares; 2025Q4: 2,100 shares; 2026Q1: 2,100 shares; 2026Q2: 2,100 shares 2,100 $322K 0.02% 0 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 905 shares; 2024Q4: 918 shares; 2025Q1: 920 shares; 2025Q2: 885 shares; 2025Q3: 885 shares; 2025Q4: 884 shares; 2026Q1: 885 shares; 2026Q2: 904 shares 904 $322K 0.02% +19 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 383 shares 383 $321K 0.02% new Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,850 shares; 2024Q4: 5,720 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,290 shares; 2026Q2: 5,328 shares 5,328 $321K 0.02% +38 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,341 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,419 shares; 2026Q1: 1,436 shares; 2026Q2: 1,480 shares 1,480 $320K 0.02% +44 Timeline IBHF 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: 14,099 shares; 2025Q2: 14,099 shares; 2025Q3: 14,099 shares; 2025Q4: 14,099 shares; 2026Q1: 14,099 shares; 2026Q2: 14,099 shares 14,099 $319K 0.02% 0 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: 1,937 shares; 2024Q4: 1,937 shares; 2025Q1: 1,937 shares; 2025Q2: 1,937 shares; 2025Q3: 1,937 shares; 2025Q4: 1,914 shares; 2026Q1: 1,914 shares; 2026Q2: 1,918 shares 1,918 $316K 0.02% +4 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,049 shares; 2025Q4: 3,031 shares; 2026Q1: 3,053 shares; 2026Q2: 3,062 shares 3,062 $313K 0.02% +9 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,170 shares; 2024Q4: 2,538 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,280 shares 2,280 $312K 0.02% new Timeline APH AMPHENOL CORP More: the full row for AMPHENOL 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: 1,756 shares 1,756 $310K 0.02% new Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,566 shares; 2024Q4: 1,795 shares; 2025Q1: 1,789 shares; 2025Q2: 1,745 shares; 2025Q3: 1,745 shares; 2025Q4: 1,737 shares; 2026Q1: 1,871 shares; 2026Q2: 2,231 shares 2,231 $306K 0.02% +360 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,215 shares; 2024Q4: 1,491 shares; 2025Q1: 1,736 shares; 2025Q2: 2,013 shares; 2025Q3: 2,036 shares; 2025Q4: 1,926 shares; 2026Q1: 1,813 shares; 2026Q2: 2,019 shares 2,019 $306K 0.02% +206 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT 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: 16,144 shares 16,144 $305K 0.02% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,287 shares; 2026Q2: 1,252 shares 1,252 $303K 0.02% -35 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,294 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,174 shares; 2025Q3: 3,161 shares; 2025Q4: 3,172 shares; 2026Q1: 3,173 shares; 2026Q2: 3,301 shares 3,301 $301K 0.02% +128 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,760 shares 4,760 $300K 0.02% new Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,200 shares; 2026Q2: 3,006 shares 3,006 $299K 0.02% -194 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,398 shares 4,398 $299K 0.02% new 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; 2024Q3: 876 shares; 2024Q4: 960 shares; 2025Q1: 761 shares; 2025Q2: 761 shares; 2025Q3: 731 shares; 2025Q4: 749 shares; 2026Q1: 849 shares; 2026Q2: 862 shares 862 $297K 0.02% +13 Timeline INVN THE ALGER ETF TRUST More: the full row for THE ALGER 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: 13,814 shares 13,814 $296K 0.02% new Timeline SCHI 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: 6,601 shares; 2024Q4: 13,295 shares; 2025Q1: 13,334 shares; 2025Q2: 13,401 shares; 2025Q3: 13,469 shares; 2025Q4: 13,557 shares; 2026Q1: 12,984 shares; 2026Q2: 13,045 shares 13,045 $295K 0.02% +61 Timeline PBA PEMBINA PIPELINE CORP More: the full row for PEMBINA PIPELINE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,417 shares; 2024Q4: 5,954 shares; 2025Q1: 6,014 shares; 2025Q2: 6,084 shares; 2025Q3: 6,150 shares; 2025Q4: 6,221 shares; 2026Q1: 6,281 shares; 2026Q2: 6,378 shares 6,378 $295K 0.02% +97 Timeline CAFX PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO 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: 11,959 shares 11,959 $295K 0.02% new Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,417 shares; 2025Q4: 2,319 shares; 2026Q1: 2,618 shares; 2026Q2: 2,751 shares 2,751 $294K 0.02% +133 Timeline RLY 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: not reported; 2026Q1: 7,492 shares; 2026Q2: 8,497 shares 8,497 $293K 0.02% +1,005 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 179,062 shares; 2024Q4: 127,924 shares; 2025Q1: 92,816 shares; 2025Q2: 16,182 shares; 2025Q3: 9,996 shares; 2025Q4: 9,083 shares; 2026Q1: 7,151 shares; 2026Q2: 5,775 shares 5,775 $292K 0.02% -1,376 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 615 shares; 2024Q4: 739 shares; 2025Q1: 687 shares; 2025Q2: 637 shares; 2025Q3: 623 shares; 2025Q4: 605 shares; 2026Q1: 627 shares; 2026Q2: 637 shares 637 $292K 0.02% +10 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 878 shares; 2024Q4: 912 shares; 2025Q1: 741 shares; 2025Q2: 675 shares; 2025Q3: 750 shares; 2025Q4: 676 shares; 2026Q1: 705 shares; 2026Q2: 702 shares 702 $292K 0.02% -3 Timeline MET METLIFE INC More: the full row for METLIFE 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: 3,435 shares 3,435 $291K 0.02% new Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,564 shares 10,564 $290K 0.02% new Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,942 shares; 2025Q2: 12,942 shares; 2025Q3: 12,942 shares; 2025Q4: 12,942 shares; 2026Q1: 12,942 shares; 2026Q2: 12,942 shares 12,942 $290K 0.02% 0 Timeline IBTG 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: 12,588 shares; 2025Q2: 12,588 shares; 2025Q3: 12,588 shares; 2025Q4: 12,588 shares; 2026Q1: 12,588 shares; 2026Q2: 12,588 shares 12,588 $288K 0.02% 0 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: not reported; 2026Q1: not reported; 2026Q2: 3,373 shares 3,373 $286K 0.02% new Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,224 shares; 2026Q1: 1,209 shares; 2026Q2: 1,177 shares 1,177 $284K 0.02% -32 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG 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: 5,283 shares; 2026Q1: 5,327 shares; 2026Q2: 5,722 shares 5,722 $284K 0.02% +395 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: 2,379 shares; 2024Q4: 2,219 shares; 2025Q1: 1,294 shares; 2025Q2: 1,074 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,162 shares; 2026Q2: 1,150 shares 1,150 $283K 0.02% -12 Timeline SCHV 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: 4,853 shares; 2024Q4: 14,602 shares; 2025Q1: 13,949 shares; 2025Q2: 13,538 shares; 2025Q3: 13,372 shares; 2025Q4: 8,340 shares; 2026Q1: 8,419 shares; 2026Q2: 8,128 shares 8,128 $283K 0.02% -291 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: 4,670 shares; 2024Q4: 4,792 shares; 2025Q1: 4,762 shares; 2025Q2: 4,845 shares; 2025Q3: 4,804 shares; 2025Q4: 4,947 shares; 2026Q1: 4,852 shares; 2026Q2: 5,095 shares 5,095 $283K 0.02% +243 Timeline EMXC 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: 2,733 shares; 2026Q2: 2,759 shares 2,759 $282K 0.02% +26 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,681 shares; 2025Q1: 3,904 shares; 2025Q2: 4,022 shares; 2025Q3: 4,292 shares; 2025Q4: 3,925 shares; 2026Q1: not reported; 2026Q2: 5,518 shares 5,518 $282K 0.02% new Timeline SEIE SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED 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: 6,428 shares; 2026Q1: 7,933 shares; 2026Q2: 7,908 shares 7,908 $281K 0.02% -25 Timeline IBMQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,933 shares; 2024Q4: 10,933 shares; 2025Q1: 10,933 shares; 2025Q2: 10,933 shares; 2025Q3: 10,933 shares; 2025Q4: 10,933 shares; 2026Q1: 10,933 shares; 2026Q2: 10,933 shares 10,933 $280K 0.02% 0 Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,893 shares; 2024Q4: 10,893 shares; 2025Q1: 10,893 shares; 2025Q2: 10,893 shares; 2025Q3: 10,893 shares; 2025Q4: 10,893 shares; 2026Q1: 10,893 shares; 2026Q2: 10,893 shares 10,893 $279K 0.02% 0 Timeline IBMP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,943 shares; 2024Q4: 10,943 shares; 2025Q1: 10,943 shares; 2025Q2: 10,943 shares; 2025Q3: 10,943 shares; 2025Q4: 10,943 shares; 2026Q1: 10,943 shares; 2026Q2: 10,943 shares 10,943 $278K 0.02% 0 Timeline