WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 318,788 shares; 2024Q4: 315,327 shares; 2025Q1: 304,780 shares; 2025Q2: 301,602 shares; 2025Q3: 279,604 shares; 2025Q4: 280,886 shares; 2026Q1: 280,953 shares; 2026Q2: 273,929 shares 273,929 $31M 8.47% -7,024 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: 95,843 shares; 2024Q4: 122,226 shares; 2025Q1: 97,444 shares; 2025Q2: 95,441 shares; 2025Q3: 107,085 shares; 2025Q4: 108,354 shares; 2026Q1: 101,463 shares; 2026Q2: 102,390 shares 102,390 $13M 3.56% +927 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,020 shares; 2024Q4: 70,834 shares; 2025Q1: 107,905 shares; 2025Q2: 134,890 shares; 2025Q3: 124,981 shares; 2025Q4: 127,449 shares; 2026Q1: 145,911 shares; 2026Q2: 191,234 shares 191,234 $11.8M 3.21% +45,323 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: 61,946 shares; 2024Q4: 60,454 shares; 2025Q1: 63,974 shares; 2025Q2: 64,299 shares; 2025Q3: 66,843 shares; 2025Q4: 67,722 shares; 2026Q1: 105,166 shares; 2026Q2: 105,723 shares 105,723 $10.8M 2.95% +557 Timeline DTCR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 344,292 shares; 2026Q2: 354,196 shares 354,196 $10.8M 2.95% +9,904 Timeline IVES WEDBUSH SER TR More: the full row for WEDBUSH SER 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: 265,168 shares; 2026Q2: 280,218 shares 280,218 $10.7M 2.92% +15,050 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,910 shares; 2024Q4: 45,804 shares; 2025Q1: 49,253 shares; 2025Q2: 49,120 shares; 2025Q3: 130,921 shares; 2025Q4: 133,613 shares; 2026Q1: 132,318 shares; 2026Q2: 136,508 shares 136,508 $9.94M 2.72% +4,190 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: 26,243 shares; 2024Q4: 26,341 shares; 2025Q1: 32,310 shares; 2025Q2: 24,047 shares; 2025Q3: 24,607 shares; 2025Q4: 50,347 shares; 2026Q1: 43,225 shares; 2026Q2: 51,436 shares 51,436 $9.8M 2.68% +8,211 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: 24,981 shares; 2024Q4: 32,069 shares; 2025Q1: 23,448 shares; 2025Q2: 21,455 shares; 2025Q3: 15,119 shares; 2025Q4: 14,292 shares; 2026Q1: 14,800 shares; 2026Q2: 12,938 shares 12,938 $9.69M 2.65% -1,862 Timeline GDEC 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: 10,000 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 216,522 shares; 2026Q2: 221,872 shares 221,872 $8.83M 2.41% +5,350 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,348 shares; 2024Q4: 9,941 shares; 2025Q1: 7,895 shares; 2025Q2: 7,474 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,135 shares; 2026Q2: 41,117 shares 41,117 $8.75M 2.39% +39,982 Timeline OVL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 144,200 shares 144,200 $8.16M 2.23% new Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,234 shares; 2024Q4: 14,463 shares; 2025Q1: 9,571 shares; 2025Q2: 10,705 shares; 2025Q3: 10,804 shares; 2025Q4: 10,866 shares; 2026Q1: 8,998 shares; 2026Q2: 9,172 shares 9,172 $6.76M 1.85% +174 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: 8,125 shares; 2024Q4: 22,682 shares; 2025Q1: 22,479 shares; 2025Q2: 33,699 shares; 2025Q3: 34,135 shares; 2025Q4: 29,197 shares; 2026Q1: 16,850 shares; 2026Q2: 21,040 shares 21,040 $6.37M 1.74% +4,190 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: 41,233 shares; 2024Q4: 37,673 shares; 2025Q1: 41,808 shares; 2025Q2: 24,771 shares; 2025Q3: 25,222 shares; 2025Q4: 26,849 shares; 2026Q1: 26,864 shares; 2026Q2: 29,366 shares 29,366 $5.88M 1.6% +2,502 Timeline FAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 115,024 shares 115,024 $5.38M 1.47% new 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: 23,156 shares; 2024Q4: 22,061 shares; 2025Q1: 21,546 shares; 2025Q2: 14,687 shares; 2025Q3: 14,309 shares; 2025Q4: 14,397 shares; 2026Q1: 15,193 shares; 2026Q2: 18,307 shares 18,307 $5.3M 1.45% +3,114 Timeline WLTG ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES 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: 88,361 shares; 2025Q4: 89,188 shares; 2026Q1: 91,259 shares; 2026Q2: 135,353 shares 135,353 $5.07M 1.38% +44,094 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: 1,900 shares; 2024Q4: 1,951 shares; 2025Q1: 4,710 shares; 2025Q2: 7,334 shares; 2025Q3: 7,810 shares; 2025Q4: 10,360 shares; 2026Q1: 9,888 shares; 2026Q2: 12,090 shares 12,090 $4.95M 1.35% +2,202 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: 4,104 shares; 2024Q4: 2,819 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,773 shares; 2026Q2: 55,242 shares 55,242 $4.85M 1.33% +50,469 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: 58,744 shares; 2024Q4: 101,242 shares; 2025Q1: 125,820 shares; 2025Q2: 101,054 shares; 2025Q3: 100,116 shares; 2025Q4: 95,530 shares; 2026Q1: 68,809 shares; 2026Q2: 75,574 shares 75,574 $4.05M 1.11% +6,765 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94,920 shares; 2024Q4: 88,834 shares; 2025Q1: 94,556 shares; 2025Q2: 95,524 shares; 2025Q3: 94,534 shares; 2025Q4: 79,066 shares; 2026Q1: 71,112 shares; 2026Q2: 69,547 shares 69,547 $3.98M 1.09% -1,565 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: 16,852 shares; 2024Q4: 14,721 shares; 2025Q1: 19,039 shares; 2025Q2: 19,149 shares; 2025Q3: 19,671 shares; 2025Q4: 22,019 shares; 2026Q1: 17,442 shares; 2026Q2: 24,158 shares 24,158 $3.83M 1.05% +6,716 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 90 shares; 2025Q1: not reported; 2025Q2: 1,867 shares; 2025Q3: 3,042 shares; 2025Q4: 4,020 shares; 2026Q1: 4,259 shares; 2026Q2: 3,220 shares 3,220 $3.72M 1.01% -1,039 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: 20,842 shares; 2024Q4: 21,326 shares; 2025Q1: 21,484 shares; 2025Q2: 13,337 shares; 2025Q3: 13,706 shares; 2025Q4: 15,313 shares; 2026Q1: 13,281 shares; 2026Q2: 14,567 shares 14,567 $3.47M 0.95% +1,286 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: 6,248 shares; 2024Q4: 6,458 shares; 2025Q1: 7,349 shares; 2025Q2: 7,528 shares; 2025Q3: 9,542 shares; 2025Q4: 10,236 shares; 2026Q1: 10,281 shares; 2026Q2: 9,526 shares 9,526 $3.4M 0.93% -755 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 47,840 shares; 2025Q3: 60,532 shares; 2025Q4: 81,994 shares; 2026Q1: 124,290 shares; 2026Q2: 97,133 shares 97,133 $3.33M 0.91% -27,157 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: 29,376 shares; 2024Q4: 30,428 shares; 2025Q1: 26,390 shares; 2025Q2: 26,995 shares; 2025Q3: 24,464 shares; 2025Q4: 24,516 shares; 2026Q1: 18,384 shares; 2026Q2: 16,969 shares 16,969 $3.19M 0.87% -1,415 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: 10,008 shares; 2024Q4: 9,552 shares; 2025Q1: 11,011 shares; 2025Q2: 10,745 shares; 2025Q3: 8,757 shares; 2025Q4: 7,911 shares; 2026Q1: 7,576 shares; 2026Q2: 8,358 shares 8,358 $3.12M 0.85% +782 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: 650 shares; 2025Q1: not reported; 2025Q2: 2,720 shares; 2025Q3: 4,378 shares; 2025Q4: 4,715 shares; 2026Q1: 5,889 shares; 2026Q2: 7,010 shares 7,010 $3.04M 0.83% +1,121 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: 860 shares; 2024Q4: 858 shares; 2025Q1: 1,239 shares; 2025Q2: 1,118 shares; 2025Q3: 1,125 shares; 2025Q4: 1,371 shares; 2026Q1: 1,905 shares; 2026Q2: 2,427 shares 2,427 $2.91M 0.79% +522 Timeline CAIE CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,039 shares; 2025Q4: 46,865 shares; 2026Q1: 73,453 shares; 2026Q2: 104,946 shares 104,946 $2.86M 0.78% +31,493 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: 5,759 shares; 2024Q4: 5,555 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,961 shares; 2025Q4: 6,938 shares; 2026Q1: 8,913 shares; 2026Q2: 8,458 shares 8,458 $2.83M 0.77% -455 Timeline AFOS EA SERIES TRUST More: the full row for EA 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: 7,680 shares; 2026Q2: 57,273 shares 57,273 $2.67M 0.73% +49,593 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,628 shares; 2026Q1: 6,185 shares; 2026Q2: 31,385 shares 31,385 $2.53M 0.69% +25,200 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,946 shares; 2024Q4: 55,255 shares; 2025Q1: 74,573 shares; 2025Q2: 74,319 shares; 2025Q3: 76,480 shares; 2025Q4: 77,369 shares; 2026Q1: 70,841 shares; 2026Q2: 67,631 shares 67,631 $2.5M 0.68% -3,210 Timeline XLI 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: 27,375 shares; 2024Q4: 25,667 shares; 2025Q1: 28,541 shares; 2025Q2: 29,129 shares; 2025Q3: 31,232 shares; 2025Q4: 32,010 shares; 2026Q1: 19,219 shares; 2026Q2: 13,401 shares 13,401 $2.48M 0.68% -5,818 Timeline BILS 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: 13,610 shares; 2025Q1: 51,072 shares; 2025Q2: 21,786 shares; 2025Q3: 16,200 shares; 2025Q4: 31,998 shares; 2026Q1: 65,590 shares; 2026Q2: 23,793 shares 23,793 $2.36M 0.65% -41,797 Timeline RPV 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: 64 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,741 shares 20,741 $2.36M 0.64% new Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 23 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,051 shares; 2025Q4: not reported; 2026Q1: 2,454 shares; 2026Q2: 9,063 shares 9,063 $2.32M 0.63% +6,609 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: 1,932 shares; 2024Q4: 4,050 shares; 2025Q1: 4,409 shares; 2025Q2: 4,099 shares; 2025Q3: 4,227 shares; 2025Q4: 4,443 shares; 2026Q1: 3,853 shares; 2026Q2: 4,669 shares 4,669 $2.23M 0.61% +816 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,061 shares; 2025Q4: 5,444 shares; 2026Q1: 3,943 shares; 2026Q2: 3,384 shares 3,384 $2.16M 0.59% -559 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,163 shares; 2024Q4: 14,729 shares; 2025Q1: 17,628 shares; 2025Q2: 17,355 shares; 2025Q3: 7,639 shares; 2025Q4: 7,994 shares; 2026Q1: 7,732 shares; 2026Q2: 7,452 shares 7,452 $2.16M 0.59% -280 Timeline IYT 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: 24,080 shares 24,080 $2.09M 0.57% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 29,121 shares 29,121 $2.03M 0.55% new 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: 241 shares; 2025Q1: 765 shares; 2025Q2: 768 shares; 2025Q3: 1,093 shares; 2025Q4: 1,051 shares; 2026Q1: 1,303 shares; 2026Q2: 1,680 shares 1,680 $1.97M 0.54% +377 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: 3,836 shares; 2024Q4: 3,121 shares; 2025Q1: 5,469 shares; 2025Q2: 4,477 shares; 2025Q3: 4,814 shares; 2025Q4: 4,187 shares; 2026Q1: 3,828 shares; 2026Q2: 3,417 shares 3,417 $1.92M 0.53% -411 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: 30,799 shares; 2024Q4: 31,438 shares; 2025Q1: 16,143 shares; 2025Q2: 16,115 shares; 2025Q3: 16,108 shares; 2025Q4: 31,810 shares; 2026Q1: 63,901 shares; 2026Q2: 38,760 shares 38,760 $1.76M 0.48% -25,141 Timeline NMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,474 shares; 2025Q3: 11,474 shares; 2025Q4: 11,071 shares; 2026Q1: not reported; 2026Q2: 58,960 shares 58,960 $1.74M 0.48% new 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: 3,000 shares; 2024Q4: 2,774 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,251 shares; 2026Q2: 17,901 shares 17,901 $1.63M 0.44% +13,650 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: not reported; 2024Q4: 40 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 36,935 shares 36,935 $1.53M 0.42% new Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,848 shares; 2025Q4: 28,053 shares; 2026Q1: 12,693 shares; 2026Q2: 27,809 shares 27,809 $1.5M 0.41% +15,116 Timeline DLFE FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 117,812 shares; 2026Q2: 47,232 shares 47,232 $1.5M 0.41% -70,580 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,264 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,707 shares; 2026Q2: 32,195 shares 32,195 $1.47M 0.4% +24,488 Timeline MGK 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: 16,704 shares 16,704 $1.47M 0.4% 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: 5,641 shares; 2025Q1: 7,068 shares; 2025Q2: 7,199 shares; 2025Q3: 7,556 shares; 2025Q4: 7,835 shares; 2026Q1: 7,975 shares; 2026Q2: 9,631 shares 9,631 $1.39M 0.38% +1,656 Timeline DMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 29,400 shares 29,400 $1.39M 0.38% new Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,121 shares; 2026Q2: 13,611 shares 13,611 $1.3M 0.36% +10,490 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 150 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 964 shares; 2025Q4: 968 shares; 2026Q1: 1,251 shares; 2026Q2: 1,802 shares 1,802 $1.3M 0.35% +551 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: 27,115 shares; 2024Q4: 28,290 shares; 2025Q1: 25,923 shares; 2025Q2: 26,689 shares; 2025Q3: 13,564 shares; 2025Q4: 13,598 shares; 2026Q1: 13,726 shares; 2026Q2: 11,722 shares 11,722 $1.29M 0.35% -2,004 Timeline TMSL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,261 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,889 shares; 2026Q2: 29,380 shares 29,380 $1.29M 0.35% +22,491 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,761 shares; 2025Q4: 6,849 shares; 2026Q1: 9,749 shares; 2026Q2: 13,753 shares 13,753 $1.28M 0.35% +4,004 Timeline ASND ASCENDIS PHARMA A/S More: the full row for ASCENDIS PHARMA A/S Quarterly shares; 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: 4,814 shares 4,814 $1.28M 0.35% new 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: 19,985 shares; 2024Q4: 21,939 shares; 2025Q1: 21,082 shares; 2025Q2: 21,378 shares; 2025Q3: 22,898 shares; 2025Q4: 23,593 shares; 2026Q1: 23,538 shares; 2026Q2: 29,629 shares 29,629 $1.25M 0.34% +6,091 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: 8,286 shares; 2024Q4: 5,139 shares; 2025Q1: 7,435 shares; 2025Q2: 3,706 shares; 2025Q3: 4,911 shares; 2025Q4: 6,536 shares; 2026Q1: 3,054 shares; 2026Q2: 3,404 shares 3,404 $1.25M 0.34% +350 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,350 shares; 2025Q4: 9,452 shares; 2026Q1: 14,476 shares; 2026Q2: 19,737 shares 19,737 $1.24M 0.34% +5,261 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: 3,553 shares; 2024Q4: 3,449 shares; 2025Q1: 3,080 shares; 2025Q2: 3,437 shares; 2025Q3: 5,924 shares; 2025Q4: 5,830 shares; 2026Q1: 3,541 shares; 2026Q2: 2,853 shares 2,853 $1.2M 0.33% -688 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,220 shares; 2024Q4: 4,716 shares; 2025Q1: 4,968 shares; 2025Q2: 6,025 shares; 2025Q3: 10,338 shares; 2025Q4: 11,386 shares; 2026Q1: 11,681 shares; 2026Q2: 11,804 shares 11,804 $1.19M 0.32% +123 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,753 shares; 2025Q1: not reported; 2025Q2: 15,931 shares; 2025Q3: 16,643 shares; 2025Q4: 17,145 shares; 2026Q1: 18,161 shares; 2026Q2: 20,467 shares 20,467 $1.17M 0.32% +2,306 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,001 shares; 2024Q4: 992 shares; 2025Q1: 1,079 shares; 2025Q2: 1,082 shares; 2025Q3: 1,106 shares; 2025Q4: 1,168 shares; 2026Q1: 1,189 shares; 2026Q2: 1,403 shares 1,403 $1.16M 0.32% +214 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: 3,680 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,899 shares; 2026Q2: 43,118 shares 43,118 $1.14M 0.31% +33,219 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,083 shares; 2026Q1: 3,222 shares; 2026Q2: 3,668 shares 3,668 $1.11M 0.3% +446 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,535 shares; 2024Q4: 9,474 shares; 2025Q1: 11,578 shares; 2025Q2: 11,684 shares; 2025Q3: 11,743 shares; 2025Q4: 11,979 shares; 2026Q1: 15,119 shares; 2026Q2: 13,309 shares 13,309 $1.11M 0.3% -1,810 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: 3,973 shares; 2025Q1: 3,440 shares; 2025Q2: 3,892 shares; 2025Q3: 4,783 shares; 2025Q4: 11,000 shares; 2026Q1: 47,386 shares; 2026Q2: 4,558 shares 4,558 $1.1M 0.3% -42,828 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,956 shares; 2025Q1: 8,577 shares; 2025Q2: 9,044 shares; 2025Q3: 10,573 shares; 2025Q4: 11,266 shares; 2026Q1: 11,892 shares; 2026Q2: 14,427 shares 14,427 $1.1M 0.3% +2,535 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 212 shares; 2025Q1: 2,517 shares; 2025Q2: 6,016 shares; 2025Q3: 2,161 shares; 2025Q4: 2,825 shares; 2026Q1: 4,051 shares; 2026Q2: 5,016 shares 5,016 $1.09M 0.3% +965 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 175 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,170 shares; 2026Q1: 3,278 shares; 2026Q2: 6,728 shares 6,728 $1.07M 0.29% +3,450 Timeline EEM 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: 360 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,452 shares 15,452 $1.06M 0.29% new Timeline DLNV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 46,881 shares; 2026Q2: 31,544 shares 31,544 $1.04M 0.28% -15,337 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: not reported; 2024Q4: 383 shares; 2025Q1: not reported; 2025Q2: 693 shares; 2025Q3: 1,088 shares; 2025Q4: 1,108 shares; 2026Q1: 1,778 shares; 2026Q2: 2,373 shares 2,373 $1.01M 0.28% +595 Timeline RAL RALLIANT CORP More: the full row for RALLIANT 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: 13,595 shares 13,595 $1M 0.27% new Timeline HYGH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,251 shares; 2024Q4: 47,077 shares; 2025Q1: 48,868 shares; 2025Q2: 48,762 shares; 2025Q3: 17,807 shares; 2025Q4: 18,253 shares; 2026Q1: 11,042 shares; 2026Q2: 11,460 shares 11,460 $993K 0.27% +418 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 34 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,852 shares; 2026Q2: 7,495 shares 7,495 $972K 0.27% +3,643 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: 2,229 shares; 2024Q4: 3,400 shares; 2025Q1: 3,019 shares; 2025Q2: 3,291 shares; 2025Q3: 3,103 shares; 2025Q4: 2,581 shares; 2026Q1: 1,205 shares; 2026Q2: 1,395 shares 1,395 $958K 0.26% +190 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,424 shares 2,424 $945K 0.26% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,714 shares; 2025Q3: 3,417 shares; 2025Q4: 3,663 shares; 2026Q1: 4,039 shares; 2026Q2: 4,682 shares 4,682 $939K 0.26% +643 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,844 shares; 2024Q4: 8,230 shares; 2025Q1: 11,167 shares; 2025Q2: 9,578 shares; 2025Q3: 3,872 shares; 2025Q4: 8,370 shares; 2026Q1: 6,851 shares; 2026Q2: 7,946 shares 7,946 $932K 0.25% +1,095 Timeline ROE EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,448 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 21,048 shares 21,048 $897K 0.24% 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: 5,035 shares 5,035 $889K 0.24% new Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,657 shares; 2026Q2: 5,329 shares 5,329 $880K 0.24% +3,672 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,097 shares; 2024Q4: 9,097 shares; 2025Q1: 8,091 shares; 2025Q2: 8,091 shares; 2025Q3: 4,800 shares; 2025Q4: 4,800 shares; 2026Q1: 4,800 shares; 2026Q2: 4,800 shares 4,800 $875K 0.24% 0 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: 1,656 shares; 2024Q4: 1,199 shares; 2025Q1: not reported; 2025Q2: 1,759 shares; 2025Q3: 2,997 shares; 2025Q4: 2,360 shares; 2026Q1: 4,880 shares; 2026Q2: 7,291 shares 7,291 $858K 0.23% +2,411 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,192 shares; 2025Q4: 9,611 shares; 2026Q1: 10,457 shares; 2026Q2: 12,179 shares 12,179 $853K 0.23% +1,722 Timeline JGRO 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: 4,302 shares; 2024Q4: 6,094 shares; 2025Q1: 6,926 shares; 2025Q2: 9,661 shares; 2025Q3: 22,242 shares; 2025Q4: 25,096 shares; 2026Q1: 21,268 shares; 2026Q2: 8,597 shares 8,597 $848K 0.23% -12,671 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: not reported; 2026Q2: 3,531 shares 3,531 $843K 0.23% new Timeline CCJ CAMECO CORP More: the full row for CAMECO 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: 8,259 shares 8,259 $841K 0.23% new Timeline VOX 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: 3,351 shares; 2024Q4: 3,476 shares; 2025Q1: 5,058 shares; 2025Q2: 5,241 shares; 2025Q3: 5,288 shares; 2025Q4: 5,290 shares; 2026Q1: 5,269 shares; 2026Q2: 4,534 shares 4,534 $834K 0.23% -735 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: 3,319 shares; 2024Q4: 3,122 shares; 2025Q1: 4,309 shares; 2025Q2: 4,318 shares; 2025Q3: 5,182 shares; 2025Q4: 5,315 shares; 2026Q1: 6,063 shares; 2026Q2: 4,344 shares 4,344 $824K 0.23% -1,719 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: 1,659 shares; 2024Q4: 1,754 shares; 2025Q1: 3,221 shares; 2025Q2: 1,107 shares; 2025Q3: 1,221 shares; 2025Q4: 14,590 shares; 2026Q1: 9,369 shares; 2026Q2: 11,245 shares 11,245 $803K 0.22% +1,876 Timeline GMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,624 shares 18,624 $802K 0.22% new 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: 2,442 shares; 2024Q4: 150 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 874 shares; 2026Q1: 2,484 shares; 2026Q2: 2,096 shares 2,096 $792K 0.22% -388 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: 40,308 shares; 2024Q4: 38,890 shares; 2025Q1: 32,731 shares; 2025Q2: 31,753 shares; 2025Q3: 31,885 shares; 2025Q4: 32,659 shares; 2026Q1: 31,506 shares; 2026Q2: 38,246 shares 38,246 $792K 0.22% +6,740 Timeline FMAY 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: 11,273 shares; 2024Q4: 4,141 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,029 shares 14,029 $788K 0.22% new Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 353 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 525 shares; 2025Q4: 596 shares; 2026Q1: 893 shares; 2026Q2: 1,247 shares 1,247 $778K 0.21% +354 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: 4,362 shares; 2025Q4: 4,391 shares; 2026Q1: 5,969 shares; 2026Q2: 7,186 shares 7,186 $769K 0.21% +1,217 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: not reported; 2024Q4: 814 shares; 2025Q1: 826 shares; 2025Q2: 831 shares; 2025Q3: 838 shares; 2025Q4: 869 shares; 2026Q1: 1,278 shares; 2026Q2: 1,651 shares 1,651 $757K 0.21% +373 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,039 shares; 2024Q4: 23,060 shares; 2025Q1: 26,031 shares; 2025Q2: 24,541 shares; 2025Q3: 16,829 shares; 2025Q4: 21,138 shares; 2026Q1: 14,533 shares; 2026Q2: 14,502 shares 14,502 $740K 0.2% -31 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: 9,863 shares; 2024Q4: 8,073 shares; 2025Q1: 12,916 shares; 2025Q2: 13,322 shares; 2025Q3: 12,643 shares; 2025Q4: 6,241 shares; 2026Q1: 15,236 shares; 2026Q2: 3,229 shares 3,229 $704K 0.19% -12,007 Timeline CCL CARNIVAL CORP LTD More: the full row for CARNIVAL CORP 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: 23,809 shares 23,809 $680K 0.19% new Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,267 shares; 2024Q4: 6,094 shares; 2025Q1: 4,908 shares; 2025Q2: 5,615 shares; 2025Q3: 7,037 shares; 2025Q4: 7,672 shares; 2026Q1: 8,317 shares; 2026Q2: 11,126 shares 11,126 $678K 0.19% +2,809 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: 8,226 shares; 2024Q4: 9,037 shares; 2025Q1: 11,586 shares; 2025Q2: 2,090 shares; 2025Q3: 4,251 shares; 2025Q4: 3,900 shares; 2026Q1: 1,814 shares; 2026Q2: 1,906 shares 1,906 $674K 0.18% +92 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: 2,251 shares; 2024Q4: 2,408 shares; 2025Q1: 1,996 shares; 2025Q2: 1,938 shares; 2025Q3: 1,996 shares; 2025Q4: 1,829 shares; 2026Q1: 1,329 shares; 2026Q2: 879 shares 879 $671K 0.18% -450 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS 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: 22,960 shares; 2025Q4: 24,044 shares; 2026Q1: 17,127 shares; 2026Q2: 19,638 shares 19,638 $665K 0.18% +2,511 Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD 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: 1,407 shares; 2025Q4: 1,479 shares; 2026Q1: 3,200 shares; 2026Q2: 3,731 shares 3,731 $648K 0.18% +531 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 106 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 23,330 shares 23,330 $638K 0.17% new 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: 24,139 shares; 2024Q4: 17,414 shares; 2025Q1: 18,131 shares; 2025Q2: 18,155 shares; 2025Q3: 22,634 shares; 2025Q4: 24,041 shares; 2026Q1: 12,488 shares; 2026Q2: 11,781 shares 11,781 $630K 0.17% -707 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: 1,624 shares; 2024Q4: 1,378 shares; 2025Q1: 1,826 shares; 2025Q2: not reported; 2025Q3: 3,621 shares; 2025Q4: 4,049 shares; 2026Q1: 4,590 shares; 2026Q2: 5,839 shares 5,839 $628K 0.17% +1,249 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: 9,298 shares; 2024Q4: 10,524 shares; 2025Q1: 8,865 shares; 2025Q2: 8,913 shares; 2025Q3: 10,124 shares; 2025Q4: 10,706 shares; 2026Q1: 8,799 shares; 2026Q2: 11,742 shares 11,742 $620K 0.17% +2,943 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 425 shares; 2026Q1: 819 shares; 2026Q2: 819 shares 819 $613K 0.17% 0 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,605 shares; 2024Q4: 3,593 shares; 2025Q1: 3,289 shares; 2025Q2: 3,068 shares; 2025Q3: 3,126 shares; 2025Q4: 1,561 shares; 2026Q1: 1,627 shares; 2026Q2: 1,823 shares 1,823 $581K 0.16% +196 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,979 shares 2,979 $580K 0.16% new Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES 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: 11,795 shares; 2025Q4: 14,614 shares; 2026Q1: 19,013 shares; 2026Q2: 27,045 shares 27,045 $579K 0.16% +8,032 Timeline RSPT 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: 6,015 shares; 2024Q4: 5,851 shares; 2025Q1: 7,055 shares; 2025Q2: 7,167 shares; 2025Q3: 7,425 shares; 2025Q4: 8,024 shares; 2026Q1: 7,360 shares; 2026Q2: 8,831 shares 8,831 $570K 0.16% +1,471 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,229 shares; 2024Q4: 16,218 shares; 2025Q1: 10,690 shares; 2025Q2: 10,411 shares; 2025Q3: 10,386 shares; 2025Q4: 17,119 shares; 2026Q1: 19,443 shares; 2026Q2: 27,598 shares 27,598 $527K 0.14% +8,155 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: 5,379 shares; 2026Q1: 5,437 shares; 2026Q2: 6,701 shares 6,701 $527K 0.14% +1,264 Timeline CARY ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 25,152 shares 25,152 $525K 0.14% new 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: not reported; 2024Q4: 155 shares; 2025Q1: not reported; 2025Q2: 2,200 shares; 2025Q3: 2,681 shares; 2025Q4: 2,916 shares; 2026Q1: 3,094 shares; 2026Q2: 4,009 shares 4,009 $524K 0.14% +915 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: 1,730 shares; 2024Q4: 1,595 shares; 2025Q1: 1,170 shares; 2025Q2: 1,180 shares; 2025Q3: 1,353 shares; 2025Q4: 1,435 shares; 2026Q1: 1,567 shares; 2026Q2: 2,123 shares 2,123 $523K 0.14% +556 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,434 shares; 2025Q1: 2,082 shares; 2025Q2: 2,431 shares; 2025Q3: 3,303 shares; 2025Q4: 3,554 shares; 2026Q1: 4,295 shares; 2026Q2: 6,048 shares 6,048 $522K 0.14% +1,753 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,558 shares 2,558 $516K 0.14% new Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,615 shares; 2024Q4: 1,845 shares; 2025Q1: 2,259 shares; 2025Q2: 2,272 shares; 2025Q3: 2,501 shares; 2025Q4: 2,646 shares; 2026Q1: 2,985 shares; 2026Q2: 4,980 shares 4,980 $513K 0.14% +1,995 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,191 shares; 2025Q1: 7,120 shares; 2025Q2: 7,118 shares; 2025Q3: 10,136 shares; 2025Q4: 13,614 shares; 2026Q1: 16,316 shares; 2026Q2: 23,567 shares 23,567 $503K 0.14% +7,251 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,409 shares; 2025Q2: 17,259 shares; 2025Q3: 14,282 shares; 2025Q4: 25,453 shares; 2026Q1: 25,453 shares; 2026Q2: 24,400 shares 24,400 $497K 0.14% -1,053 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: 4,315 shares; 2024Q4: 3,650 shares; 2025Q1: 2,944 shares; 2025Q2: 2,935 shares; 2025Q3: 3,383 shares; 2025Q4: 3,534 shares; 2026Q1: 3,808 shares; 2026Q2: 6,282 shares 6,282 $496K 0.14% +2,474 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,749 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,444 shares 8,444 $480K 0.13% new Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,700 shares; 2024Q4: 2,684 shares; 2025Q1: 2,143 shares; 2025Q2: 2,138 shares; 2025Q3: 2,106 shares; 2025Q4: 2,231 shares; 2026Q1: 2,310 shares; 2026Q2: 2,674 shares 2,674 $478K 0.13% +364 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,066 shares; 2025Q3: 4,193 shares; 2025Q4: 4,308 shares; 2026Q1: 4,514 shares; 2026Q2: 5,228 shares 5,228 $477K 0.13% +714 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: 7,948 shares; 2024Q4: 10,806 shares; 2025Q1: 24,284 shares; 2025Q2: 23,730 shares; 2025Q3: 18,441 shares; 2025Q4: 15,337 shares; 2026Q1: 5,516 shares; 2026Q2: 4,061 shares 4,061 $474K 0.13% -1,455 Timeline GAPR 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: 378,192 shares; 2024Q4: 364,277 shares; 2025Q1: 377,853 shares; 2025Q2: 380,627 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,339 shares 11,339 $473K 0.13% new Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,851 shares; 2025Q2: 1,847 shares; 2025Q3: 1,899 shares; 2025Q4: 1,956 shares; 2026Q1: 2,064 shares; 2026Q2: 2,424 shares 2,424 $472K 0.13% +360 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,251 shares; 2024Q4: 4,146 shares; 2025Q1: 3,416 shares; 2025Q2: 3,364 shares; 2025Q3: 3,917 shares; 2025Q4: 4,093 shares; 2026Q1: 4,289 shares; 2026Q2: 5,948 shares 5,948 $462K 0.13% +1,659 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,987 shares; 2025Q1: 5,174 shares; 2025Q2: 3,976 shares; 2025Q3: 3,976 shares; 2025Q4: 4,235 shares; 2026Q1: not reported; 2026Q2: 2,719 shares 2,719 $450K 0.12% new Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 100 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,204 shares; 2025Q4: 2,964 shares; 2026Q1: 3,860 shares; 2026Q2: 5,590 shares 5,590 $449K 0.12% +1,730 Timeline GJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,782 shares 10,782 $444K 0.12% new Timeline MPB MID PENN BANCORP INC More: the full row for MID PENN BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,687 shares; 2024Q4: 12,687 shares; 2025Q1: 12,687 shares; 2025Q2: 12,687 shares; 2025Q3: 12,687 shares; 2025Q4: 12,687 shares; 2026Q1: 12,687 shares; 2026Q2: 12,687 shares 12,687 $442K 0.12% 0 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,708 shares; 2024Q4: 3,183 shares; 2025Q1: 3,608 shares; 2025Q2: 3,669 shares; 2025Q3: 3,796 shares; 2025Q4: 7,886 shares; 2026Q1: 7,270 shares; 2026Q2: 8,652 shares 8,652 $440K 0.12% +1,382 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,770 shares 7,770 $435K 0.12% new Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,747 shares; 2024Q4: 5,672 shares; 2025Q1: 3,725 shares; 2025Q2: 4,360 shares; 2025Q3: 5,338 shares; 2025Q4: 5,625 shares; 2026Q1: 6,702 shares; 2026Q2: 10,011 shares 10,011 $432K 0.12% +3,309 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,552 shares; 2024Q4: 6,180 shares; 2025Q1: 5,063 shares; 2025Q2: 5,042 shares; 2025Q3: 5,502 shares; 2025Q4: 5,857 shares; 2026Q1: 6,303 shares; 2026Q2: 8,562 shares 8,562 $427K 0.12% +2,259 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: 7,056 shares; 2024Q4: 6,718 shares; 2025Q1: 4,765 shares; 2025Q2: 4,718 shares; 2025Q3: 4,966 shares; 2025Q4: 5,292 shares; 2026Q1: 3,760 shares; 2026Q2: 5,068 shares 5,068 $419K 0.11% +1,308 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: 1,029 shares; 2024Q4: 979 shares; 2025Q1: 798 shares; 2025Q2: 805 shares; 2025Q3: 891 shares; 2025Q4: 936 shares; 2026Q1: 967 shares; 2026Q2: 1,265 shares 1,265 $418K 0.11% +298 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,884 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,818 shares; 2025Q4: 1,924 shares; 2026Q1: 1,940 shares; 2026Q2: 2,661 shares 2,661 $408K 0.11% +721 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,764 shares; 2024Q4: 6,663 shares; 2025Q1: 5,330 shares; 2025Q2: 5,306 shares; 2025Q3: 6,436 shares; 2025Q4: 6,311 shares; 2026Q1: 7,003 shares; 2026Q2: 9,445 shares 9,445 $403K 0.11% +2,442 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,286 shares; 2024Q4: 4,681 shares; 2025Q1: 4,231 shares; 2025Q2: 4,212 shares; 2025Q3: 3,709 shares; 2025Q4: 3,917 shares; 2026Q1: 3,929 shares; 2026Q2: 5,433 shares 5,433 $393K 0.11% +1,504 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,287 shares; 2025Q1: not reported; 2025Q2: 2,176 shares; 2025Q3: 2,358 shares; 2025Q4: 2,449 shares; 2026Q1: 2,432 shares; 2026Q2: 3,342 shares 3,342 $385K 0.11% +910 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,567 shares; 2024Q4: 2,016 shares; 2025Q1: 1,869 shares; 2025Q2: 1,872 shares; 2025Q3: 2,077 shares; 2025Q4: 2,182 shares; 2026Q1: 2,321 shares; 2026Q2: 3,169 shares 3,169 $384K 0.1% +848 Timeline UL UNILEVER PLC More: the full row for UNILEVER 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: 4,235 shares; 2026Q1: 4,618 shares; 2026Q2: 6,351 shares 6,351 $382K 0.1% +1,733 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,661 shares; 2024Q4: not reported; 2025Q1: 1,310 shares; 2025Q2: 1,331 shares; 2025Q3: 1,405 shares; 2025Q4: 1,447 shares; 2026Q1: 1,551 shares; 2026Q2: 2,543 shares 2,543 $378K 0.1% +992 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 22 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,925 shares 3,925 $375K 0.1% new 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: 7,247 shares; 2024Q4: 63 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,869 shares; 2026Q2: 12,143 shares 12,143 $375K 0.1% +5,274 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 590 shares; 2025Q1: 837 shares; 2025Q2: 837 shares; 2025Q3: 809 shares; 2025Q4: 809 shares; 2026Q1: 1,001 shares; 2026Q2: 1,001 shares 1,001 $370K 0.1% 0 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,307 shares; 2024Q4: 16,634 shares; 2025Q1: 15,713 shares; 2025Q2: 16,210 shares; 2025Q3: 19,937 shares; 2025Q4: 21,288 shares; 2026Q1: 23,359 shares; 2026Q2: 33,556 shares 33,556 $370K 0.1% +10,197 Timeline HSY HERSHEY CO More: the full row for HERSHEY 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: 1,263 shares; 2025Q4: 1,358 shares; 2026Q1: 1,498 shares; 2026Q2: 2,040 shares 2,040 $358K 0.1% +542 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,844 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,688 shares; 2025Q4: 1,757 shares; 2026Q1: 1,874 shares; 2026Q2: 2,968 shares 2,968 $353K 0.1% +1,094 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: not reported; 2024Q4: 115 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,050 shares; 2025Q4: 1,050 shares; 2026Q1: 1,050 shares; 2026Q2: 1,050 shares 1,050 $330K 0.09% 0 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,564 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,603 shares 10,603 $325K 0.09% new Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 25 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,765 shares 7,765 $320K 0.09% new Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,942 shares; 2024Q4: 3,030 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,076 shares; 2026Q1: 1,567 shares; 2026Q2: 532 shares 532 $309K 0.08% -1,035 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM 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: 4,003 shares 4,003 $309K 0.08% new Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM 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: 28,776 shares; 2026Q2: 25,712 shares 25,712 $306K 0.08% -3,064 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 962 shares; 2026Q2: 1,299 shares 1,299 $299K 0.08% +337 Timeline NJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,595 shares; 2025Q4: 3,595 shares; 2026Q1: 3,595 shares; 2026Q2: 3,595 shares 3,595 $278K 0.08% 0 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,841 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,715 shares 10,715 $278K 0.08% new Timeline AG FIRST MAJESTIC SILVER CORP More: the full row for FIRST MAJESTIC SILVER 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: 18,850 shares; 2026Q1: 16,324 shares; 2026Q2: 16,324 shares 16,324 $277K 0.08% 0 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,420 shares; 2024Q4: 2,223 shares; 2025Q1: 1,659 shares; 2025Q2: 1,637 shares; 2025Q3: 1,953 shares; 2025Q4: 2,031 shares; 2026Q1: 2,076 shares; 2026Q2: 2,884 shares 2,884 $273K 0.07% +808 Timeline JCPB 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: 5,205 shares; 2024Q4: 3,122 shares; 2025Q1: not reported; 2025Q2: 7,444 shares; 2025Q3: 7,537 shares; 2025Q4: 5,525 shares; 2026Q1: 5,592 shares; 2026Q2: 5,761 shares 5,761 $270K 0.07% +169 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: 4,251 shares; 2024Q4: 4,054 shares; 2025Q1: 3,424 shares; 2025Q2: 2,556 shares; 2025Q3: 2,506 shares; 2025Q4: 2,583 shares; 2026Q1: 2,219 shares; 2026Q2: 2,884 shares 2,884 $266K 0.07% +665 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 954 shares; 2024Q4: 887 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 648 shares; 2026Q1: not reported; 2026Q2: 843 shares 843 $261K 0.07% new Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,078 shares 2,078 $261K 0.07% new 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: not reported; 2024Q4: 2,569 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,401 shares; 2026Q2: 3,366 shares 3,366 $261K 0.07% +965 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: 1,709 shares; 2024Q4: 1,596 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,913 shares 1,913 $255K 0.07% new Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 58 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,730 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,346 shares 9,346 $251K 0.07% new 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: 1,059 shares; 2024Q4: 495 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 748 shares 748 $245K 0.07% new 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: 328 shares; 2024Q4: 328 shares; 2025Q1: 328 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,615 shares 2,615 $241K 0.07% new 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: 575 shares; 2025Q1: 522 shares; 2025Q2: 522 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 451 shares 451 $236K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,850 shares; 2026Q1: 2,346 shares; 2026Q2: 2,346 shares 2,346 $230K 0.06% 0 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,647 shares; 2024Q4: 1,651 shares; 2025Q1: 1,655 shares; 2025Q2: 1,658 shares; 2025Q3: 1,663 shares; 2025Q4: 1,666 shares; 2026Q1: 1,671 shares; 2026Q2: 1,662 shares 1,662 $229K 0.06% -9 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,992 shares; 2026Q1: not reported; 2026Q2: 1,430 shares 1,430 $226K 0.06% new Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,402 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,851 shares 4,851 $226K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,145 shares; 2025Q4: 6,145 shares; 2026Q1: 5,784 shares; 2026Q2: 5,784 shares 5,784 $221K 0.06% 0 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,425 shares; 2025Q3: 7,555 shares; 2025Q4: 7,466 shares; 2026Q1: not reported; 2026Q2: 5,983 shares 5,983 $220K 0.06% new Timeline MNKD MANNKIND CORP More: the full row for MANNKIND CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,000 shares; 2024Q4: 50,000 shares; 2025Q1: 50,000 shares; 2025Q2: 50,000 shares; 2025Q3: 50,000 shares; 2025Q4: 51,475 shares; 2026Q1: 51,100 shares; 2026Q2: 51,100 shares 51,100 $218K 0.06% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,874 shares; 2026Q2: 7,842 shares 7,842 $217K 0.06% -3,032 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: 3,557 shares; 2024Q4: 3,497 shares; 2025Q1: 3,501 shares; 2025Q2: 3,523 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,626 shares; 2026Q2: 2,631 shares 2,631 $215K 0.06% +5 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 401 shares; 2024Q4: 386 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 849 shares; 2026Q2: 1,033 shares 1,033 $212K 0.06% +184 Timeline JAAA 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: 4,244 shares; 2024Q4: 2,886 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,138 shares 4,138 $210K 0.06% new Timeline ACYN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,763 shares 9,763 $203K 0.06% new 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: not reported; 2024Q4: 1,972 shares; 2025Q1: 5,386 shares; 2025Q2: 17,397 shares; 2025Q3: 3,021 shares; 2025Q4: 12,146 shares; 2026Q1: 2,958 shares; 2026Q2: 2,810 shares 2,810 $203K 0.06% -148 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,819 shares; 2024Q4: 21,819 shares; 2025Q1: 21,819 shares; 2025Q2: 22,144 shares; 2025Q3: 22,144 shares; 2025Q4: 24,662 shares; 2026Q1: 10,412 shares; 2026Q2: 10,912 shares 10,912 $139K 0.04% +500 Timeline