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 loaded; 2024Q4: 627,713 shares; 2025Q1: 1,046,873 shares; 2025Q2: 594,815 shares; 2025Q3: 1,233,039 shares; 2025Q4: 1,010,085 shares; 2026Q1: 284,192 shares; 2026Q2: 1,573,225 shares 1,573,225 $41.7M 4.23% +1,289,033 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,145,050 shares; 2025Q1: 1,078,986 shares; 2025Q2: 1,355,187 shares; 2025Q3: 1,229,573 shares; 2025Q4: 1,130,575 shares; 2026Q1: 1,159,380 shares; 2026Q2: 1,192,374 shares 1,192,374 $40.3M 4.09% +32,994 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: not loaded; 2024Q4: 423,309 shares; 2025Q1: 404,904 shares; 2025Q2: 392,531 shares; 2025Q3: 353,375 shares; 2025Q4: 334,859 shares; 2026Q1: 315,040 shares; 2026Q2: 321,777 shares 321,777 $28.3M 2.87% +6,737 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: not loaded; 2024Q4: 472,546 shares; 2025Q1: 287,219 shares; 2025Q2: 471,096 shares; 2025Q3: 475,452 shares; 2025Q4: 458,997 shares; 2026Q1: 454,573 shares; 2026Q2: 465,338 shares 465,338 $27.4M 2.78% +10,765 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 172,860 shares; 2025Q1: 191,484 shares; 2025Q2: 203,918 shares; 2025Q3: 214,832 shares; 2025Q4: 230,537 shares; 2026Q1: 233,987 shares; 2026Q2: 245,552 shares 245,552 $22.6M 2.3% +11,565 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 loaded; 2024Q4: 565,475 shares; 2025Q1: 630,719 shares; 2025Q2: 671,643 shares; 2025Q3: 719,739 shares; 2025Q4: 757,520 shares; 2026Q1: 790,571 shares; 2026Q2: 826,202 shares 826,202 $19.9M 2.02% +35,631 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: not loaded; 2024Q4: 30,414 shares; 2025Q1: 30,881 shares; 2025Q2: 31,126 shares; 2025Q3: 36,531 shares; 2025Q4: 37,426 shares; 2026Q1: 37,927 shares; 2026Q2: 227,982 shares 227,982 $19.6M 1.99% +190,055 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 490,710 shares; 2025Q1: 537,346 shares; 2025Q2: 572,052 shares; 2025Q3: 599,929 shares; 2025Q4: 629,614 shares; 2026Q1: 659,177 shares; 2026Q2: 687,045 shares 687,045 $18.7M 1.9% +27,868 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: not loaded; 2024Q4: 82,536 shares; 2025Q1: 82,858 shares; 2025Q2: 85,444 shares; 2025Q3: 85,422 shares; 2025Q4: 86,196 shares; 2026Q1: 85,283 shares; 2026Q2: 85,113 shares 85,113 $18.5M 1.88% -170 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: not loaded; 2024Q4: 164,705 shares; 2025Q1: 222,962 shares; 2025Q2: 230,881 shares; 2025Q3: 270,902 shares; 2025Q4: 269,272 shares; 2026Q1: 339,246 shares; 2026Q2: 300,595 shares 300,595 $18.3M 1.85% -38,651 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: not loaded; 2024Q4: 59,911 shares; 2025Q1: 63,139 shares; 2025Q2: 67,875 shares; 2025Q3: 63,775 shares; 2025Q4: 58,591 shares; 2026Q1: 58,158 shares; 2026Q2: 61,894 shares 61,894 $17.9M 1.82% +3,736 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: not loaded; 2024Q4: 27,140 shares; 2025Q1: 27,662 shares; 2025Q2: 28,446 shares; 2025Q3: 34,801 shares; 2025Q4: 114,320 shares; 2026Q1: 277,440 shares; 2026Q2: 176,273 shares 176,273 $17.8M 1.8% -101,167 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: not loaded; 2024Q4: 11,148 shares; 2025Q1: 11,958 shares; 2025Q2: 11,576 shares; 2025Q3: 12,148 shares; 2025Q4: 11,883 shares; 2026Q1: 137,293 shares; 2026Q2: 99,238 shares 99,238 $15.7M 1.59% -38,055 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 loaded; 2024Q4: 18,300 shares; 2025Q1: 18,878 shares; 2025Q2: 19,198 shares; 2025Q3: 19,549 shares; 2025Q4: 19,486 shares; 2026Q1: 19,970 shares; 2026Q2: 20,874 shares 20,874 $15.6M 1.59% +904 Timeline CORP PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 106,979 shares; 2025Q1: 120,030 shares; 2025Q2: 128,037 shares; 2025Q3: 136,729 shares; 2025Q4: 143,324 shares; 2026Q1: 150,807 shares; 2026Q2: 156,839 shares 156,839 $15.2M 1.54% +6,032 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: not loaded; 2024Q4: 141,403 shares; 2025Q1: 309,131 shares; 2025Q2: 691,805 shares; 2025Q3: 386,090 shares; 2025Q4: 410,904 shares; 2026Q1: 520,477 shares; 2026Q2: 588,288 shares 588,288 $14.2M 1.44% +67,811 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 360,820 shares; 2025Q4: 449,307 shares; 2026Q1: 498,960 shares; 2026Q2: 563,458 shares 563,458 $14.2M 1.44% +64,498 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 156,393 shares; 2025Q1: 166,446 shares; 2025Q2: 146,012 shares; 2025Q3: 133,424 shares; 2025Q4: 138,519 shares; 2026Q1: 58,557 shares; 2026Q2: 58,462 shares 58,462 $13.8M 1.4% -95 Timeline PTRB PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 154,561 shares; 2025Q1: 229,331 shares; 2025Q2: 223,119 shares; 2025Q3: 224,823 shares; 2025Q4: 249,720 shares; 2026Q1: 265,396 shares; 2026Q2: 253,952 shares 253,952 $10.5M 1.07% -11,444 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: not loaded; 2024Q4: 129,246 shares; 2025Q1: 180,300 shares; 2025Q2: 184,183 shares; 2025Q3: 182,244 shares; 2025Q4: 181,327 shares; 2026Q1: 162,249 shares; 2026Q2: 128,961 shares 128,961 $10.4M 1.05% -33,288 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 224,217 shares; 2025Q1: not reported; 2025Q2: 196,325 shares; 2025Q3: 197,186 shares; 2025Q4: 57,417 shares; 2026Q1: 57,063 shares; 2026Q2: 233,427 shares 233,427 $9.88M 1% +176,364 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 31,633 shares; 2025Q1: 33,489 shares; 2025Q2: 33,431 shares; 2025Q3: 30,556 shares; 2025Q4: 22,835 shares; 2026Q1: 24,398 shares; 2026Q2: 23,978 shares 23,978 $9.06M 0.92% -420 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: not loaded; 2024Q4: 111,831 shares; 2025Q1: 150,855 shares; 2025Q2: 169,094 shares; 2025Q3: 189,862 shares; 2025Q4: 192,463 shares; 2026Q1: 205,364 shares; 2026Q2: 180,725 shares 180,725 $8.91M 0.9% -24,639 Timeline FFSM 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 205,593 shares; 2026Q2: 227,274 shares 227,274 $8.68M 0.88% +21,681 Timeline FNDX 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 loaded; 2024Q4: 164,440 shares; 2025Q1: 106,750 shares; 2025Q2: 113,080 shares; 2025Q3: 126,882 shares; 2025Q4: 168,955 shares; 2026Q1: 223,227 shares; 2026Q2: 269,946 shares 269,946 $8.4M 0.85% +46,719 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 148,759 shares; 2025Q4: 148,863 shares; 2026Q1: 145,932 shares; 2026Q2: 167,496 shares 167,496 $8.19M 0.83% +21,564 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: not loaded; 2024Q4: 2,190 shares; 2025Q1: 2,346 shares; 2025Q2: 9,396 shares; 2025Q3: 18,870 shares; 2025Q4: 19,999 shares; 2026Q1: 37,469 shares; 2026Q2: 58,379 shares 58,379 $8.03M 0.81% +20,910 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: not loaded; 2024Q4: 182,990 shares; 2025Q1: 145,687 shares; 2025Q2: 144,833 shares; 2025Q3: 163,475 shares; 2025Q4: 166,505 shares; 2026Q1: 166,685 shares; 2026Q2: 153,375 shares 153,375 $7.73M 0.78% -13,310 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 71,645 shares; 2025Q1: 72,682 shares; 2025Q2: 71,429 shares; 2025Q3: 70,022 shares; 2025Q4: 64,610 shares; 2026Q1: 65,130 shares; 2026Q2: 64,091 shares 64,091 $7.26M 0.74% -1,039 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: not loaded; 2024Q4: 38,337 shares; 2025Q1: 35,669 shares; 2025Q2: 38,828 shares; 2025Q3: 39,784 shares; 2025Q4: 48,989 shares; 2026Q1: 48,228 shares; 2026Q2: 56,016 shares 56,016 $7.2M 0.73% +7,788 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,218 shares; 2026Q1: 61,967 shares; 2026Q2: 101,472 shares 101,472 $6.9M 0.7% +39,505 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 22,368 shares; 2025Q1: 23,596 shares; 2025Q2: 23,621 shares; 2025Q3: 22,687 shares; 2025Q4: 20,781 shares; 2026Q1: 20,889 shares; 2026Q2: 20,907 shares 20,907 $6.84M 0.69% +18 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: not loaded; 2024Q4: 17,088 shares; 2025Q1: 17,515 shares; 2025Q2: 22,178 shares; 2025Q3: 21,712 shares; 2025Q4: 21,712 shares; 2026Q1: 22,093 shares; 2026Q2: 22,418 shares 22,418 $6.74M 0.68% +325 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: not loaded; 2024Q4: 39,013 shares; 2025Q1: 43,552 shares; 2025Q2: 39,548 shares; 2025Q3: 40,296 shares; 2025Q4: 34,351 shares; 2026Q1: 34,328 shares; 2026Q2: 33,419 shares 33,419 $6.69M 0.68% -909 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: not loaded; 2024Q4: 13,336 shares; 2025Q1: 15,854 shares; 2025Q2: 15,985 shares; 2025Q3: 15,948 shares; 2025Q4: 13,426 shares; 2026Q1: 15,904 shares; 2026Q2: 17,333 shares 17,333 $6.47M 0.66% +1,429 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: not loaded; 2024Q4: 36,704 shares; 2025Q1: 38,095 shares; 2025Q2: 39,871 shares; 2025Q3: 39,665 shares; 2025Q4: 40,386 shares; 2026Q1: 41,905 shares; 2026Q2: 43,367 shares 43,367 $6.41M 0.65% +1,462 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: not loaded; 2024Q4: 4,591 shares; 2025Q1: 5,159 shares; 2025Q2: 5,076 shares; 2025Q3: 5,078 shares; 2025Q4: 5,426 shares; 2026Q1: 5,616 shares; 2026Q2: 19,552 shares 19,552 $5.92M 0.6% +13,936 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 179,795 shares 179,795 $5.7M 0.58% new Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 41,559 shares; 2025Q1: 46,694 shares; 2025Q2: 50,098 shares; 2025Q3: 51,030 shares; 2025Q4: 57,881 shares; 2026Q1: 58,883 shares; 2026Q2: 54,032 shares 54,032 $5.62M 0.57% -4,851 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 loaded; 2024Q4: 37,565 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,486 shares; 2025Q4: 26,255 shares; 2026Q1: 34,294 shares; 2026Q2: 33,808 shares 33,808 $5.59M 0.57% -486 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 loaded; 2024Q4: 65,922 shares; 2025Q1: 89,847 shares; 2025Q2: 99,416 shares; 2025Q3: 98,495 shares; 2025Q4: 94,308 shares; 2026Q1: 81,931 shares; 2026Q2: 85,194 shares 85,194 $5.59M 0.57% +3,263 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: not loaded; 2024Q4: 1,257 shares; 2025Q1: 1,456 shares; 2025Q2: 1,233 shares; 2025Q3: 1,533 shares; 2025Q4: 13,975 shares; 2026Q1: 14,617 shares; 2026Q2: 14,901 shares 14,901 $5.4M 0.55% +284 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 loaded; 2024Q4: 20,041 shares; 2025Q1: 20,987 shares; 2025Q2: 21,157 shares; 2025Q3: 20,958 shares; 2025Q4: 21,184 shares; 2026Q1: 22,100 shares; 2026Q2: 22,128 shares 22,128 $5.27M 0.53% +28 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: not loaded; 2024Q4: 66,584 shares; 2025Q1: 68,787 shares; 2025Q2: 68,694 shares; 2025Q3: 67,963 shares; 2025Q4: 65,733 shares; 2026Q1: 65,499 shares; 2026Q2: 64,790 shares 64,790 $5M 0.51% -709 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: not loaded; 2024Q4: 20,789 shares; 2025Q1: 24,243 shares; 2025Q2: 24,554 shares; 2025Q3: 25,006 shares; 2025Q4: 26,250 shares; 2026Q1: 28,336 shares; 2026Q2: 26,820 shares 26,820 $4.96M 0.5% -1,516 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 24,977 shares 24,977 $4.74M 0.48% new 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: not loaded; 2024Q4: 30,776 shares; 2025Q1: 32,906 shares; 2025Q2: 34,124 shares; 2025Q3: 35,189 shares; 2025Q4: 35,476 shares; 2026Q1: 36,218 shares; 2026Q2: 34,872 shares 34,872 $4.72M 0.48% -1,346 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: not loaded; 2024Q4: 18,604 shares; 2025Q1: 19,093 shares; 2025Q2: 19,969 shares; 2025Q3: 19,949 shares; 2025Q4: 19,922 shares; 2026Q1: 19,893 shares; 2026Q2: 18,989 shares 18,989 $4.68M 0.47% -904 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,764 shares; 2025Q1: 8,671 shares; 2025Q2: 8,820 shares; 2025Q3: 8,555 shares; 2025Q4: 8,369 shares; 2026Q1: 8,137 shares; 2026Q2: 9,228 shares 9,228 $4.62M 0.47% +1,091 Timeline FDEC 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 loaded; 2024Q4: 86,610 shares; 2025Q1: 83,010 shares; 2025Q2: 80,935 shares; 2025Q3: 79,940 shares; 2025Q4: 75,810 shares; 2026Q1: 80,895 shares; 2026Q2: 82,353 shares 82,353 $4.49M 0.45% +1,458 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 loaded; 2024Q4: 99,353 shares; 2025Q1: 102,207 shares; 2025Q2: 106,320 shares; 2025Q3: 104,126 shares; 2025Q4: 105,651 shares; 2026Q1: 106,656 shares; 2026Q2: 109,572 shares 109,572 $4.46M 0.45% +2,916 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: not loaded; 2024Q4: 30,444 shares; 2025Q1: 29,091 shares; 2025Q2: 29,191 shares; 2025Q3: 29,001 shares; 2025Q4: 28,997 shares; 2026Q1: 29,012 shares; 2026Q2: 28,773 shares 28,773 $4.38M 0.44% -239 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: not loaded; 2024Q4: 15,289 shares; 2025Q1: 17,249 shares; 2025Q2: 17,638 shares; 2025Q3: 17,799 shares; 2025Q4: 19,162 shares; 2026Q1: 20,191 shares; 2026Q2: 15,526 shares 15,526 $4.36M 0.44% -4,665 Timeline VCIT 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 loaded; 2024Q4: 31,723 shares; 2025Q1: 38,637 shares; 2025Q2: 41,411 shares; 2025Q3: 45,197 shares; 2025Q4: 49,603 shares; 2026Q1: 50,781 shares; 2026Q2: 52,683 shares 52,683 $4.35M 0.44% +1,902 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: not loaded; 2024Q4: 41,448 shares; 2025Q1: 42,631 shares; 2025Q2: 41,556 shares; 2025Q3: 39,498 shares; 2025Q4: 33,789 shares; 2026Q1: 34,168 shares; 2026Q2: 29,628 shares 29,628 $4.33M 0.44% -4,540 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,411 shares; 2025Q1: 11,100 shares; 2025Q2: 12,406 shares; 2025Q3: 3,663 shares; 2025Q4: 5,451 shares; 2026Q1: 6,964 shares; 2026Q2: 5,646 shares 5,646 $4.22M 0.43% -1,318 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 45,366 shares; 2025Q3: 46,591 shares; 2025Q4: 47,810 shares; 2026Q1: 47,175 shares; 2026Q2: 46,922 shares 46,922 $4.18M 0.42% -253 Timeline FNDF 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 loaded; 2024Q4: 191,447 shares; 2025Q1: 83,252 shares; 2025Q2: 79,634 shares; 2025Q3: 73,070 shares; 2025Q4: 64,441 shares; 2026Q1: 72,226 shares; 2026Q2: 76,828 shares 76,828 $4.05M 0.41% +4,602 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 95,125 shares; 2025Q1: 111,630 shares; 2025Q2: 114,748 shares; 2025Q3: 130,184 shares; 2025Q4: 147,313 shares; 2026Q1: 165,832 shares; 2026Q2: 145,056 shares 145,056 $3.96M 0.4% -20,776 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: not loaded; 2024Q4: 24,424 shares; 2025Q1: 26,078 shares; 2025Q2: 26,671 shares; 2025Q3: 26,426 shares; 2025Q4: 26,526 shares; 2026Q1: 27,296 shares; 2026Q2: 27,306 shares 27,306 $3.91M 0.4% +10 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 41,021 shares; 2025Q1: 38,263 shares; 2025Q2: 49,451 shares; 2025Q3: 49,991 shares; 2025Q4: 49,838 shares; 2026Q1: 103,238 shares; 2026Q2: 105,778 shares 105,778 $3.86M 0.39% +2,540 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 loaded; 2024Q4: 117,115 shares; 2025Q1: 129,614 shares; 2025Q2: 132,908 shares; 2025Q3: 139,822 shares; 2025Q4: 150,098 shares; 2026Q1: 156,713 shares; 2026Q2: 164,220 shares 164,220 $3.74M 0.38% +7,507 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40,003 shares; 2026Q2: 70,182 shares 70,182 $3.7M 0.38% +30,179 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 loaded; 2024Q4: 10,605 shares; 2025Q1: 11,167 shares; 2025Q2: 10,847 shares; 2025Q3: 10,122 shares; 2025Q4: 10,115 shares; 2026Q1: 9,947 shares; 2026Q2: 9,997 shares 9,997 $3.7M 0.38% +50 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: not loaded; 2024Q4: 3,626 shares; 2025Q1: 3,743 shares; 2025Q2: not reported; 2025Q3: 6,219 shares; 2025Q4: 6,402 shares; 2026Q1: 8,301 shares; 2026Q2: 64,002 shares 64,002 $3.69M 0.37% +55,701 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 176,126 shares; 2025Q1: 194,110 shares; 2025Q2: 359,843 shares; 2025Q3: 74,150 shares; 2025Q4: 99,038 shares; 2026Q1: 63,283 shares; 2026Q2: 73,091 shares 73,091 $3.68M 0.37% +9,808 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 58,272 shares; 2025Q1: 60,274 shares; 2025Q2: 61,888 shares; 2025Q3: 61,610 shares; 2025Q4: 63,598 shares; 2026Q1: 64,626 shares; 2026Q2: 68,581 shares 68,581 $3.59M 0.36% +3,955 Timeline TDIV 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,911 shares; 2025Q3: 8,135 shares; 2025Q4: 11,622 shares; 2026Q1: 25,548 shares; 2026Q2: 31,192 shares 31,192 $3.58M 0.36% +5,644 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,352 shares; 2025Q3: 1,429 shares; 2025Q4: 5,812 shares; 2026Q1: 6,121 shares; 2026Q2: 4,944 shares 4,944 $3.57M 0.36% -1,177 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: not loaded; 2024Q4: 21,441 shares; 2025Q1: 22,527 shares; 2025Q2: 23,413 shares; 2025Q3: 22,109 shares; 2025Q4: 23,923 shares; 2026Q1: 24,774 shares; 2026Q2: 26,246 shares 26,246 $3.55M 0.36% +1,472 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 loaded; 2024Q4: 1,913 shares; 2025Q1: 2,288 shares; 2025Q2: 1,957 shares; 2025Q3: 2,025 shares; 2025Q4: 1,459 shares; 2026Q1: 1,468 shares; 2026Q2: 11,379 shares 11,379 $3.43M 0.35% +9,911 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,619 shares; 2025Q1: 3,135 shares; 2025Q2: 4,400 shares; 2025Q3: 4,665 shares; 2025Q4: 4,430 shares; 2026Q1: 4,822 shares; 2026Q2: 4,938 shares 4,938 $3.39M 0.34% +116 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 105,605 shares; 2025Q1: 101,236 shares; 2025Q2: 96,969 shares; 2025Q3: 93,753 shares; 2025Q4: 78,302 shares; 2026Q1: 47,244 shares; 2026Q2: 45,728 shares 45,728 $3.31M 0.34% -1,516 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: not loaded; 2024Q4: 73,559 shares; 2025Q1: 69,139 shares; 2025Q2: 70,832 shares; 2025Q3: 72,172 shares; 2025Q4: 77,753 shares; 2026Q1: 65,892 shares; 2026Q2: 65,016 shares 65,016 $3.29M 0.33% -876 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: not loaded; 2024Q4: 6,276 shares; 2025Q1: 6,737 shares; 2025Q2: 7,076 shares; 2025Q3: 6,750 shares; 2025Q4: 6,809 shares; 2026Q1: 7,527 shares; 2026Q2: 11,644 shares 11,644 $3.27M 0.33% +4,117 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,829 shares; 2025Q1: 14,780 shares; 2025Q2: 14,020 shares; 2025Q3: 13,177 shares; 2025Q4: 12,439 shares; 2026Q1: 13,589 shares; 2026Q2: 13,624 shares 13,624 $3.25M 0.33% +35 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,957 shares; 2026Q2: 9,149 shares 9,149 $3.14M 0.32% +3,192 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 28,683 shares 28,683 $3.06M 0.31% new Timeline FSMD 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 167,625 shares; 2025Q3: 201,398 shares; 2025Q4: 202,922 shares; 2026Q1: 58,208 shares; 2026Q2: 57,696 shares 57,696 $3.05M 0.31% -512 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: not loaded; 2024Q4: 20,705 shares; 2025Q1: 21,272 shares; 2025Q2: 21,157 shares; 2025Q3: 20,917 shares; 2025Q4: 20,659 shares; 2026Q1: 20,579 shares; 2026Q2: 20,482 shares 20,482 $3.04M 0.31% -97 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: not loaded; 2024Q4: 8,445 shares; 2025Q1: 10,216 shares; 2025Q2: 9,391 shares; 2025Q3: 9,104 shares; 2025Q4: 9,002 shares; 2026Q1: 8,786 shares; 2026Q2: 8,736 shares 8,736 $3M 0.3% -50 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,404 shares; 2025Q1: 11,539 shares; 2025Q2: 11,694 shares; 2025Q3: 12,016 shares; 2025Q4: 9,295 shares; 2026Q1: 8,959 shares; 2026Q2: 8,258 shares 8,258 $2.95M 0.3% -701 Timeline QQQJ 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 loaded; 2024Q4: 65,200 shares; 2025Q1: 65,200 shares; 2025Q2: 65,200 shares; 2025Q3: 64,000 shares; 2025Q4: 62,950 shares; 2026Q1: 62,950 shares; 2026Q2: 63,650 shares 63,650 $2.89M 0.29% +700 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: not loaded; 2024Q4: 23,759 shares; 2025Q1: 24,148 shares; 2025Q2: 25,935 shares; 2025Q3: 26,118 shares; 2025Q4: 27,463 shares; 2026Q1: 28,165 shares; 2026Q2: 29,149 shares 29,149 $2.81M 0.29% +984 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: not loaded; 2024Q4: 10,968 shares; 2025Q1: 12,782 shares; 2025Q2: 27,249 shares; 2025Q3: 27,759 shares; 2025Q4: 26,273 shares; 2026Q1: 26,583 shares; 2026Q2: 23,800 shares 23,800 $2.8M 0.28% -2,783 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,293 shares; 2025Q1: 1,982 shares; 2025Q2: 1,964 shares; 2025Q3: 1,935 shares; 2025Q4: 2,124 shares; 2026Q1: 1,825 shares; 2026Q2: 3,689 shares 3,689 $2.72M 0.28% +1,864 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: not loaded; 2024Q4: 17,727 shares; 2025Q1: 160,172 shares; 2025Q2: 24,634 shares; 2025Q3: 27,589 shares; 2025Q4: 27,099 shares; 2026Q1: 29,616 shares; 2026Q2: 38,119 shares 38,119 $2.72M 0.28% +8,503 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 54,895 shares; 2025Q1: 81,084 shares; 2025Q2: 77,339 shares; 2025Q3: 72,254 shares; 2025Q4: 65,861 shares; 2026Q1: 69,172 shares; 2026Q2: 95,919 shares 95,919 $2.63M 0.27% +26,747 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: not loaded; 2024Q4: 3,429 shares; 2025Q1: 3,615 shares; 2025Q2: 3,511 shares; 2025Q3: 3,256 shares; 2025Q4: 3,305 shares; 2026Q1: 3,497 shares; 2026Q2: 7,049 shares 7,049 $2.63M 0.27% +3,552 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: not loaded; 2024Q4: 12,355 shares; 2025Q1: 14,437 shares; 2025Q2: 13,855 shares; 2025Q3: 8,481 shares; 2025Q4: 7,699 shares; 2026Q1: 7,732 shares; 2026Q2: 7,416 shares 7,416 $2.62M 0.27% -316 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 loaded; 2024Q4: 16,209 shares; 2025Q1: 19,918 shares; 2025Q2: 16,815 shares; 2025Q3: 16,919 shares; 2025Q4: 7,725 shares; 2026Q1: 8,294 shares; 2026Q2: 6,029 shares 6,029 $2.61M 0.26% -2,265 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,674 shares; 2025Q1: 5,832 shares; 2025Q2: 5,381 shares; 2025Q3: 5,013 shares; 2025Q4: 4,976 shares; 2026Q1: 4,563 shares; 2026Q2: 4,603 shares 4,603 $2.59M 0.26% +40 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: not loaded; 2024Q4: 947 shares; 2025Q1: 1,752 shares; 2025Q2: 1,754 shares; 2025Q3: 2,040 shares; 2025Q4: 2,018 shares; 2026Q1: 2,260 shares; 2026Q2: 5,279 shares 5,279 $2.52M 0.26% +3,019 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: not loaded; 2024Q4: 3,971 shares; 2025Q1: 5,130 shares; 2025Q2: 4,538 shares; 2025Q3: 4,563 shares; 2025Q4: 4,533 shares; 2026Q1: 4,661 shares; 2026Q2: 4,680 shares 4,680 $2.4M 0.24% +19 Timeline VTWO 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 loaded; 2024Q4: 55,609 shares; 2025Q1: 56,422 shares; 2025Q2: 22,870 shares; 2025Q3: 22,690 shares; 2025Q4: 22,090 shares; 2026Q1: 22,059 shares; 2026Q2: 18,659 shares 18,659 $2.27M 0.23% -3,400 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: not loaded; 2024Q4: 6,580 shares; 2025Q1: 8,192 shares; 2025Q2: 8,596 shares; 2025Q3: 8,653 shares; 2025Q4: 8,833 shares; 2026Q1: 8,751 shares; 2026Q2: 8,784 shares 8,784 $2.21M 0.22% +33 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: not loaded; 2024Q4: 1,960 shares; 2025Q1: 2,151 shares; 2025Q2: 2,343 shares; 2025Q3: 2,542 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,174 shares 14,174 $2.18M 0.22% new Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13,033 shares; 2025Q1: 12,367 shares; 2025Q2: 12,479 shares; 2025Q3: 12,715 shares; 2025Q4: 15,745 shares; 2026Q1: 15,439 shares; 2026Q2: 15,898 shares 15,898 $2.17M 0.22% +459 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 loaded; 2024Q4: 19,552 shares; 2025Q1: 23,904 shares; 2025Q2: 19,440 shares; 2025Q3: 18,679 shares; 2025Q4: 11,223 shares; 2026Q1: 11,708 shares; 2026Q2: 11,578 shares 11,578 $2.04M 0.21% -130 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: not loaded; 2024Q4: 8,269 shares; 2025Q1: 9,380 shares; 2025Q2: 8,442 shares; 2025Q3: 8,577 shares; 2025Q4: 8,694 shares; 2026Q1: 9,071 shares; 2026Q2: 7,906 shares 7,906 $2.01M 0.2% -1,165 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: not loaded; 2024Q4: 1,701 shares; 2025Q1: 1,574 shares; 2025Q2: 2,512 shares; 2025Q3: 2,499 shares; 2025Q4: 1,517 shares; 2026Q1: 1,713 shares; 2026Q2: 1,672 shares 1,672 $2.01M 0.2% -41 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: not loaded; 2024Q4: 12,637 shares; 2025Q1: 11,086 shares; 2025Q2: 20,446 shares; 2025Q3: 20,366 shares; 2025Q4: 20,758 shares; 2026Q1: 21,257 shares; 2026Q2: 21,499 shares 21,499 $1.95M 0.2% +242 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 loaded; 2024Q4: 1,460 shares; 2025Q1: 1,691 shares; 2025Q2: 1,420 shares; 2025Q3: 1,453 shares; 2025Q4: 1,239 shares; 2026Q1: 1,237 shares; 2026Q2: 950 shares 950 $1.89M 0.19% -287 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: not loaded; 2024Q4: 7,015 shares; 2025Q1: 10,002 shares; 2025Q2: 10,412 shares; 2025Q3: 10,548 shares; 2025Q4: 10,592 shares; 2026Q1: 10,641 shares; 2026Q2: 9,880 shares 9,880 $1.87M 0.19% -761 Timeline KRE 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,054 shares; 2026Q1: 24,954 shares; 2026Q2: 24,954 shares 24,954 $1.87M 0.19% 0 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 loaded; 2024Q4: 32,180 shares; 2025Q1: 35,598 shares; 2025Q2: 34,299 shares; 2025Q3: 35,143 shares; 2025Q4: 36,034 shares; 2026Q1: 36,616 shares; 2026Q2: 35,284 shares 35,284 $1.83M 0.19% -1,332 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: not loaded; 2024Q4: 1,737 shares; 2025Q1: 1,808 shares; 2025Q2: 1,667 shares; 2025Q3: 1,664 shares; 2025Q4: 1,708 shares; 2026Q1: 1,665 shares; 2026Q2: 1,651 shares 1,651 $1.76M 0.18% -14 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 loaded; 2024Q4: 6,712 shares; 2025Q1: 7,078 shares; 2025Q2: 7,047 shares; 2025Q3: 7,051 shares; 2025Q4: 7,024 shares; 2026Q1: 7,027 shares; 2026Q2: 6,748 shares 6,748 $1.72M 0.17% -279 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 loaded; 2024Q4: 20,718 shares; 2025Q1: 20,182 shares; 2025Q2: 19,501 shares; 2025Q3: 19,586 shares; 2025Q4: 19,584 shares; 2026Q1: 19,710 shares; 2026Q2: 20,035 shares 20,035 $1.71M 0.17% +325 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 loaded; 2024Q4: 1,995 shares; 2025Q1: 1,877 shares; 2025Q2: 9,605 shares; 2025Q3: 2,816 shares; 2025Q4: 9,749 shares; 2026Q1: 10,513 shares; 2026Q2: 10,061 shares 10,061 $1.71M 0.17% -452 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 loaded; 2024Q4: 14,088 shares; 2025Q1: 13,819 shares; 2025Q2: 12,712 shares; 2025Q3: 13,854 shares; 2025Q4: 14,682 shares; 2026Q1: 15,288 shares; 2026Q2: 17,395 shares 17,395 $1.71M 0.17% +2,107 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: not loaded; 2024Q4: 1,616 shares; 2025Q1: 2,631 shares; 2025Q2: 3,484 shares; 2025Q3: 2,938 shares; 2025Q4: 3,441 shares; 2026Q1: 3,409 shares; 2026Q2: 4,037 shares 4,037 $1.7M 0.17% +628 Timeline RDVY 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 loaded; 2024Q4: 17,866 shares; 2025Q1: 18,535 shares; 2025Q2: 19,090 shares; 2025Q3: 19,529 shares; 2025Q4: 20,643 shares; 2026Q1: 20,976 shares; 2026Q2: 20,668 shares 20,668 $1.68M 0.17% -308 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: not loaded; 2024Q4: 1,395 shares; 2025Q1: 1,720 shares; 2025Q2: 1,145 shares; 2025Q3: 1,196 shares; 2025Q4: 22,418 shares; 2026Q1: 22,515 shares; 2026Q2: 23,432 shares 23,432 $1.67M 0.17% +917 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: not loaded; 2024Q4: 18,364 shares; 2025Q1: 20,633 shares; 2025Q2: 23,405 shares; 2025Q3: 26,497 shares; 2025Q4: 30,130 shares; 2026Q1: 32,598 shares; 2026Q2: 32,810 shares 32,810 $1.59M 0.16% +212 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,705 shares; 2025Q1: 19,774 shares; 2025Q2: 16,002 shares; 2025Q3: 16,529 shares; 2025Q4: 16,629 shares; 2026Q1: 17,178 shares; 2026Q2: 16,247 shares 16,247 $1.56M 0.16% -931 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,173 shares; 2026Q1: 1,243 shares; 2026Q2: 1,370 shares 1,370 $1.55M 0.16% +127 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 loaded; 2024Q4: 3,822 shares; 2025Q1: 3,915 shares; 2025Q2: 4,273 shares; 2025Q3: 4,544 shares; 2025Q4: 4,800 shares; 2026Q1: 4,787 shares; 2026Q2: 19,183 shares 19,183 $1.55M 0.16% +14,396 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 27,377 shares; 2025Q1: 23,694 shares; 2025Q2: 25,121 shares; 2025Q3: 25,457 shares; 2025Q4: 25,521 shares; 2026Q1: 25,570 shares; 2026Q2: 25,574 shares 25,574 $1.53M 0.15% +4 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: not loaded; 2024Q4: 17,865 shares; 2025Q1: 17,925 shares; 2025Q2: 18,049 shares; 2025Q3: 18,136 shares; 2025Q4: 18,147 shares; 2026Q1: 18,148 shares; 2026Q2: 18,151 shares 18,151 $1.52M 0.15% +3 Timeline INMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 18,484 shares; 2025Q1: 32,860 shares; 2025Q2: 32,027 shares; 2025Q3: 28,056 shares; 2025Q4: 17,942 shares; 2026Q1: 19,490 shares; 2026Q2: 62,077 shares 62,077 $1.51M 0.15% +42,587 Timeline SPLB 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 loaded; 2024Q4: 39,999 shares; 2025Q1: 46,273 shares; 2025Q2: 50,538 shares; 2025Q3: 52,555 shares; 2025Q4: 57,458 shares; 2026Q1: 62,457 shares; 2026Q2: 64,763 shares 64,763 $1.45M 0.15% +2,306 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 22,749 shares; 2025Q1: 24,781 shares; 2025Q2: 24,627 shares; 2025Q3: 24,949 shares; 2025Q4: 22,600 shares; 2026Q1: 25,569 shares; 2026Q2: 25,358 shares 25,358 $1.43M 0.15% -211 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,077 shares; 2025Q3: 6,245 shares; 2025Q4: 6,409 shares; 2026Q1: 6,631 shares; 2026Q2: 6,339 shares 6,339 $1.42M 0.14% -292 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,196 shares 16,196 $1.41M 0.14% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,581 shares; 2025Q3: 9,764 shares; 2025Q4: 9,925 shares; 2026Q1: 9,342 shares; 2026Q2: 8,727 shares 8,727 $1.37M 0.14% -615 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: not loaded; 2024Q4: 16,518 shares; 2025Q1: 17,597 shares; 2025Q2: 18,246 shares; 2025Q3: 18,094 shares; 2025Q4: 17,210 shares; 2026Q1: 17,655 shares; 2026Q2: 17,722 shares 17,722 $1.34M 0.14% +67 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,165 shares 3,165 $1.32M 0.13% new Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,470 shares 5,470 $1.29M 0.13% new Timeline GCOW 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: not loaded; 2024Q4: 32,106 shares; 2025Q1: 32,334 shares; 2025Q2: 33,250 shares; 2025Q3: 31,529 shares; 2025Q4: 30,833 shares; 2026Q1: 30,830 shares; 2026Q2: 29,729 shares 29,729 $1.29M 0.13% -1,101 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 loaded; 2024Q4: 7,205 shares; 2025Q1: 6,759 shares; 2025Q2: not reported; 2025Q3: 455 shares; 2025Q4: 503 shares; 2026Q1: 1,204 shares; 2026Q2: 1,110 shares 1,110 $1.28M 0.13% -94 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,499 shares; 2025Q3: 9,987 shares; 2025Q4: 11,185 shares; 2026Q1: 17,920 shares; 2026Q2: 23,751 shares 23,751 $1.27M 0.13% +5,831 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 23,245 shares 23,245 $1.26M 0.13% new Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,085 shares; 2026Q2: 11,741 shares 11,741 $1.26M 0.13% +2,656 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,650 shares 5,650 $1.26M 0.13% new Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,783 shares; 2025Q1: 6,453 shares; 2025Q2: 5,541 shares; 2025Q3: 5,754 shares; 2025Q4: 1,332 shares; 2026Q1: 1,350 shares; 2026Q2: 5,278 shares 5,278 $1.25M 0.13% +3,928 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,404 shares; 2026Q1: 6,737 shares; 2026Q2: 6,738 shares 6,738 $1.25M 0.13% +1 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,367 shares; 2025Q3: 1,427 shares; 2025Q4: 2,099 shares; 2026Q1: 2,209 shares; 2026Q2: 2,171 shares 2,171 $1.24M 0.13% -38 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: not loaded; 2024Q4: 4,896 shares; 2025Q1: 6,308 shares; 2025Q2: 5,360 shares; 2025Q3: 5,474 shares; 2025Q4: 1,302 shares; 2026Q1: 1,314 shares; 2026Q2: 7,189 shares 7,189 $1.22M 0.12% +5,875 Timeline HCI HCI GROUP INC More: the full row for HCI GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,942 shares 6,942 $1.22M 0.12% new Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 48,114 shares 48,114 $1.21M 0.12% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,191 shares; 2025Q3: 1,238 shares; 2025Q4: 1,264 shares; 2026Q1: 1,286 shares; 2026Q2: 1,230 shares 1,230 $1.2M 0.12% -56 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,517 shares; 2026Q1: 19,009 shares; 2026Q2: 14,425 shares 14,425 $1.2M 0.12% -4,584 Timeline VCTR VICTORY CAP HLDGS INC DEL More: the full row for VICTORY CAP HLDGS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,282 shares 14,282 $1.2M 0.12% new Timeline QQEW 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 loaded; 2024Q4: 5,560 shares; 2025Q1: 5,560 shares; 2025Q2: 5,560 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,000 shares; 2026Q2: 7,500 shares 7,500 $1.2M 0.12% +3,500 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,212 shares; 2025Q1: 4,278 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,212 shares; 2026Q1: 4,350 shares; 2026Q2: 3,959 shares 3,959 $1.19M 0.12% -391 Timeline PAC GRUPO AEROPORTUNARIO DEL PAC More: the full row for GRUPO AEROPORTUNARIO DEL PAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,522 shares; 2025Q1: 5,997 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,700 shares; 2026Q1: 4,825 shares; 2026Q2: 4,668 shares 4,668 $1.18M 0.12% -157 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,845 shares; 2026Q1: 2,980 shares; 2026Q2: 2,936 shares 2,936 $1.18M 0.12% -44 Timeline DKL DELEK LOGISTICS PARTNERS LP More: the full row for DELEK LOGISTICS PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 16,682 shares; 2025Q1: 20,700 shares; 2025Q2: 22,719 shares; 2025Q3: 22,737 shares; 2025Q4: 22,786 shares; 2026Q1: 22,802 shares; 2026Q2: 22,819 shares 22,819 $1.18M 0.12% +17 Timeline LAUR LAUREATE ED INC More: the full row for LAUREATE ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 32,259 shares 32,259 $1.17M 0.12% new Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,703 shares; 2026Q1: 2,879 shares; 2026Q2: 3,105 shares 3,105 $1.16M 0.12% +226 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,124 shares; 2026Q1: 3,092 shares; 2026Q2: 3,414 shares 3,414 $1.15M 0.12% +322 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 loaded; 2024Q4: 698 shares; 2025Q1: 736 shares; 2025Q2: 737 shares; 2025Q3: 775 shares; 2025Q4: 930 shares; 2026Q1: 801 shares; 2026Q2: 972 shares 972 $1.14M 0.12% +171 Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,632 shares; 2026Q1: 10,113 shares; 2026Q2: 8,589 shares 8,589 $1.14M 0.12% -1,524 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: not loaded; 2024Q4: 45,187 shares; 2025Q1: 298,276 shares; 2025Q2: 20,362 shares; 2025Q3: 21,022 shares; 2025Q4: 19,170 shares; 2026Q1: 34,214 shares; 2026Q2: 35,846 shares 35,846 $1.14M 0.12% +1,632 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,425 shares 3,425 $1.14M 0.12% new 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 loaded; 2024Q4: 12,201 shares; 2025Q1: 16,360 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,956 shares 11,956 $1.14M 0.12% new Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,616 shares; 2026Q1: 13,155 shares; 2026Q2: 11,651 shares 11,651 $1.13M 0.11% -1,504 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 17,000 shares; 2025Q1: 17,000 shares; 2025Q2: 17,156 shares; 2025Q3: 17,156 shares; 2025Q4: 20,156 shares; 2026Q1: 20,156 shares; 2026Q2: 20,000 shares 20,000 $1.13M 0.11% -156 Timeline FHI FEDERATED HERMES INC More: the full row for FEDERATED HERMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,480 shares; 2025Q3: 20,916 shares; 2025Q4: 21,734 shares; 2026Q1: 22,753 shares; 2026Q2: 20,231 shares 20,231 $1.12M 0.11% -2,522 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,093 shares; 2025Q1: 15,986 shares; 2025Q2: 16,839 shares; 2025Q3: 17,898 shares; 2025Q4: 17,743 shares; 2026Q1: 17,837 shares; 2026Q2: 18,171 shares 18,171 $1.12M 0.11% +334 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,799 shares; 2025Q3: 2,906 shares; 2025Q4: 3,356 shares; 2026Q1: 3,503 shares; 2026Q2: 3,506 shares 3,506 $1.12M 0.11% +3 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,161 shares; 2025Q1: 2,924 shares; 2025Q2: 2,980 shares; 2025Q3: 2,938 shares; 2025Q4: 1,837 shares; 2026Q1: 1,966 shares; 2026Q2: 2,105 shares 2,105 $1.11M 0.11% +139 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 loaded; 2024Q4: 10,396 shares; 2025Q1: 9,962 shares; 2025Q2: 10,850 shares; 2025Q3: 10,708 shares; 2025Q4: 12,920 shares; 2026Q1: 12,989 shares; 2026Q2: 14,644 shares 14,644 $1.11M 0.11% +1,655 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: not loaded; 2024Q4: 3,303 shares; 2025Q1: 5,809 shares; 2025Q2: 6,413 shares; 2025Q3: 6,695 shares; 2025Q4: 6,453 shares; 2026Q1: 6,082 shares; 2026Q2: 6,125 shares 6,125 $1.11M 0.11% +43 Timeline OMAB GRUPO AEROPORTUARIO DEL CENT More: the full row for GRUPO AEROPORTUARIO DEL CENT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,731 shares; 2026Q1: 11,152 shares; 2026Q2: 9,707 shares 9,707 $1.1M 0.11% -1,445 Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,956 shares; 2025Q1: 8,111 shares; 2025Q2: 7,869 shares; 2025Q3: 8,025 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,987 shares 6,987 $1.1M 0.11% new Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,933 shares; 2025Q1: 2,580 shares; 2025Q2: 1,879 shares; 2025Q3: 1,952 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,890 shares 2,890 $1.08M 0.11% new Timeline BCH BANCO DE CHILE More: the full row for BANCO DE CHILE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 27,024 shares 27,024 $1.07M 0.11% new Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,643 shares; 2026Q1: 9,991 shares; 2026Q2: 8,705 shares 8,705 $1.07M 0.11% -1,286 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: not loaded; 2024Q4: 12,522 shares; 2025Q1: 11,788 shares; 2025Q2: 11,994 shares; 2025Q3: 14,260 shares; 2025Q4: 12,846 shares; 2026Q1: 11,078 shares; 2026Q2: 10,322 shares 10,322 $1.07M 0.11% -756 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,230 shares; 2026Q1: 2,323 shares; 2026Q2: 1,966 shares 1,966 $1.07M 0.11% -357 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 72,722 shares; 2025Q1: 60,104 shares; 2025Q2: 58,601 shares; 2025Q3: 53,841 shares; 2025Q4: 50,557 shares; 2026Q1: 33,772 shares; 2026Q2: 24,917 shares 24,917 $1.06M 0.11% -8,855 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,023 shares 9,023 $1.06M 0.11% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,507 shares; 2026Q1: 2,656 shares; 2026Q2: 2,552 shares 2,552 $1.06M 0.11% -104 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: not loaded; 2024Q4: 1,737 shares; 2025Q1: 2,303 shares; 2025Q2: 1,874 shares; 2025Q3: 1,938 shares; 2025Q4: 2,105 shares; 2026Q1: 2,222 shares; 2026Q2: 2,338 shares 2,338 $1.06M 0.11% +116 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,765 shares; 2025Q3: 3,952 shares; 2025Q4: 5,464 shares; 2026Q1: 5,799 shares; 2026Q2: 6,292 shares 6,292 $1.05M 0.11% +493 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,000 shares; 2026Q1: 2,107 shares; 2026Q2: 2,282 shares 2,282 $1.05M 0.11% +175 Timeline BSAC BANCO SANTANDER CHILE NEW More: the full row for BANCO SANTANDER CHILE NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 31,773 shares 31,773 $1.05M 0.11% new Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,848 shares; 2025Q1: 11,900 shares; 2025Q2: 10,867 shares; 2025Q3: 11,253 shares; 2025Q4: 13,645 shares; 2026Q1: 14,244 shares; 2026Q2: 13,835 shares 13,835 $1.05M 0.11% -409 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 16,323 shares; 2025Q1: 22,332 shares; 2025Q2: 20,217 shares; 2025Q3: 21,076 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 23,339 shares 23,339 $1.04M 0.11% new Timeline MC MOELIS & CO More: the full row for MOELIS & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,858 shares 15,858 $1.04M 0.11% new Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,981 shares 1,981 $1.04M 0.11% new Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,345 shares; 2025Q3: 4,927 shares; 2025Q4: 6,658 shares; 2026Q1: 9,212 shares; 2026Q2: 12,400 shares 12,400 $1.03M 0.1% +3,188 Timeline JPIE 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,511 shares; 2025Q3: 4,366 shares; 2025Q4: 8,707 shares; 2026Q1: 9,923 shares; 2026Q2: 22,293 shares 22,293 $1.03M 0.1% +12,370 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,004 shares; 2025Q1: 10,758 shares; 2025Q2: 10,387 shares; 2025Q3: 10,729 shares; 2025Q4: 8,074 shares; 2026Q1: 8,032 shares; 2026Q2: 5,877 shares 5,877 $1.02M 0.1% -2,155 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 27,814 shares; 2025Q1: 28,481 shares; 2025Q2: 29,521 shares; 2025Q3: 29,406 shares; 2025Q4: 31,335 shares; 2026Q1: 19,132 shares; 2026Q2: 19,681 shares 19,681 $1.02M 0.1% +549 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,505 shares; 2025Q1: 5,799 shares; 2025Q2: 7,053 shares; 2025Q3: 7,351 shares; 2025Q4: 11,267 shares; 2026Q1: 12,593 shares; 2026Q2: 10,072 shares 10,072 $1M 0.1% -2,521 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,672 shares; 2025Q1: 2,216 shares; 2025Q2: 2,151 shares; 2025Q3: 2,032 shares; 2025Q4: 2,600 shares; 2026Q1: 2,706 shares; 2026Q2: 3,029 shares 3,029 $999K 0.1% +323 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: not loaded; 2024Q4: 2,408 shares; 2025Q1: 15,771 shares; 2025Q2: 12,921 shares; 2025Q3: 13,774 shares; 2025Q4: 14,455 shares; 2026Q1: 14,497 shares; 2026Q2: 13,550 shares 13,550 $995K 0.1% -947 Timeline CARG CARGURUS INC More: the full row for CARGURUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 29,007 shares 29,007 $989K 0.1% new Timeline FTGS 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,617 shares; 2026Q2: 26,666 shares 26,666 $987K 0.1% +1,049 Timeline FCOM 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,787 shares; 2025Q4: 6,483 shares; 2026Q1: 10,638 shares; 2026Q2: 14,201 shares 14,201 $987K 0.1% +3,563 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,888 shares 2,888 $986K 0.1% 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,863 shares; 2025Q4: 6,702 shares; 2026Q1: 6,414 shares; 2026Q2: 6,170 shares 6,170 $979K 0.1% -244 Timeline AWI ARMSTRONG WORLD INDS INC NEW More: the full row for ARMSTRONG WORLD INDS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,010 shares; 2026Q1: 5,273 shares; 2026Q2: 6,060 shares 6,060 $972K 0.1% +787 Timeline BUFG 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 loaded; 2024Q4: 40,064 shares; 2025Q1: 36,714 shares; 2025Q2: 35,977 shares; 2025Q3: 35,807 shares; 2025Q4: 33,166 shares; 2026Q1: 33,166 shares; 2026Q2: 32,991 shares 32,991 $967K 0.1% -175 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 loaded; 2024Q4: 3,553 shares; 2025Q1: 4,705 shares; 2025Q2: 3,609 shares; 2025Q3: 3,738 shares; 2025Q4: 4,203 shares; 2026Q1: 4,444 shares; 2026Q2: 4,936 shares 4,936 $962K 0.1% +492 Timeline HMY HARMONY GOLD MNG LTD More: the full row for HARMONY GOLD MNG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 62,565 shares 62,565 $952K 0.1% new Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,158 shares; 2025Q3: 9,404 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,136 shares 12,136 $930K 0.09% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,200 shares 8,200 $925K 0.09% new Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,213 shares 6,213 $923K 0.09% new Timeline VCSH 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 loaded; 2024Q4: 4,255 shares; 2025Q1: 11,734 shares; 2025Q2: 11,814 shares; 2025Q3: 11,609 shares; 2025Q4: 11,936 shares; 2026Q1: 11,746 shares; 2026Q2: 11,654 shares 11,654 $921K 0.09% -92 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: not loaded; 2024Q4: 13,142 shares; 2025Q1: 12,817 shares; 2025Q2: 16,204 shares; 2025Q3: 3,277 shares; 2025Q4: 3,046 shares; 2026Q1: 3,345 shares; 2026Q2: 4,193 shares 4,193 $920K 0.09% +848 Timeline NEAR 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: not loaded; 2024Q4: 13,444 shares; 2025Q1: 13,007 shares; 2025Q2: 14,239 shares; 2025Q3: 14,390 shares; 2025Q4: 15,923 shares; 2026Q1: 16,808 shares; 2026Q2: 17,995 shares 17,995 $912K 0.09% +1,187 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,746 shares; 2025Q1: not reported; 2025Q2: 30,760 shares; 2025Q3: 32,216 shares; 2025Q4: 33,313 shares; 2026Q1: 37,081 shares; 2026Q2: 38,770 shares 38,770 $909K 0.09% +1,689 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,346 shares; 2026Q2: 10,153 shares 10,153 $901K 0.09% +7,807 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,009 shares; 2025Q1: 9,936 shares; 2025Q2: 10,257 shares; 2025Q3: 9,855 shares; 2025Q4: 8,654 shares; 2026Q1: 8,869 shares; 2026Q2: 7,945 shares 7,945 $899K 0.09% -924 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,897 shares; 2025Q2: 3,902 shares; 2025Q3: 6,375 shares; 2025Q4: 4,445 shares; 2026Q1: 6,597 shares; 2026Q2: 6,402 shares 6,402 $890K 0.09% -195 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,937 shares; 2025Q3: 4,003 shares; 2025Q4: 2,729 shares; 2026Q1: 2,889 shares; 2026Q2: 3,041 shares 3,041 $861K 0.09% +152 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: not loaded; 2024Q4: 9,715 shares; 2025Q1: 10,182 shares; 2025Q2: 10,527 shares; 2025Q3: 11,202 shares; 2025Q4: 18,043 shares; 2026Q1: 18,557 shares; 2026Q2: 16,794 shares 16,794 $857K 0.09% -1,763 Timeline TCHP 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,061 shares; 2026Q1: 17,061 shares; 2026Q2: 17,061 shares 17,061 $855K 0.09% 0 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 loaded; 2024Q4: 2,390 shares; 2025Q1: 1,811 shares; 2025Q2: 1,826 shares; 2025Q3: 2,444 shares; 2025Q4: 2,587 shares; 2026Q1: 2,385 shares; 2026Q2: 2,776 shares 2,776 $842K 0.09% +391 Timeline QTEC 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,627 shares; 2026Q2: 2,506 shares 2,506 $839K 0.09% -121 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 loaded; 2024Q4: 8,639 shares; 2025Q1: 10,975 shares; 2025Q2: 11,545 shares; 2025Q3: 12,141 shares; 2025Q4: 10,216 shares; 2026Q1: 8,790 shares; 2026Q2: 8,193 shares 8,193 $838K 0.08% -597 Timeline BUFQ 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 loaded; 2024Q4: 7,448 shares; 2025Q1: not reported; 2025Q2: 10,698 shares; 2025Q3: 15,050 shares; 2025Q4: 16,050 shares; 2026Q1: 16,875 shares; 2026Q2: 21,265 shares 21,265 $835K 0.08% +4,390 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: not loaded; 2024Q4: 27,439 shares; 2025Q1: 26,963 shares; 2025Q2: 28,095 shares; 2025Q3: 30,515 shares; 2025Q4: 23,607 shares; 2026Q1: 22,995 shares; 2026Q2: 22,672 shares 22,672 $833K 0.08% -323 Timeline GFI GOLD FIELDS LTD More: the full row for GOLD FIELDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 39,503 shares; 2025Q3: 39,040 shares; 2025Q4: 28,362 shares; 2026Q1: 28,739 shares; 2026Q2: 24,780 shares 24,780 $832K 0.08% -3,959 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: not loaded; 2024Q4: 2,804 shares; 2025Q1: 3,114 shares; 2025Q2: 3,306 shares; 2025Q3: 3,319 shares; 2025Q4: 3,413 shares; 2026Q1: 3,051 shares; 2026Q2: 3,072 shares 3,072 $830K 0.08% +21 Timeline QMAR 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 loaded; 2024Q4: 20,073 shares; 2025Q1: 20,073 shares; 2025Q2: 22,173 shares; 2025Q3: 22,273 shares; 2025Q4: 22,273 shares; 2026Q1: 21,473 shares; 2026Q2: 21,973 shares 21,973 $818K 0.08% +500 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,008 shares; 2026Q2: 10,008 shares 10,008 $804K 0.08% 0 Timeline VIS 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 822 shares; 2025Q4: 1,010 shares; 2026Q1: 1,614 shares; 2026Q2: 2,177 shares 2,177 $785K 0.08% +563 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 loaded; 2024Q4: not reported; 2025Q1: 859 shares; 2025Q2: 980 shares; 2025Q3: 1,125 shares; 2025Q4: 1,151 shares; 2026Q1: 1,154 shares; 2026Q2: 1,085 shares 1,085 $781K 0.08% -69 Timeline BHVN BIOHAVEN LTD More: the full row for BIOHAVEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 52,000 shares; 2026Q2: 52,000 shares 52,000 $774K 0.08% 0 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 676 shares; 2025Q1: 633 shares; 2025Q2: 648 shares; 2025Q3: 481 shares; 2025Q4: 558 shares; 2026Q1: 666 shares; 2026Q2: 820 shares 820 $767K 0.08% +154 Timeline FNOV 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 loaded; 2024Q4: 13,072 shares; 2025Q1: 13,072 shares; 2025Q2: 13,072 shares; 2025Q3: 13,072 shares; 2025Q4: 13,072 shares; 2026Q1: 13,072 shares; 2026Q2: 13,072 shares 13,072 $765K 0.08% 0 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 21,225 shares; 2025Q1: 21,685 shares; 2025Q2: 18,302 shares; 2025Q3: 18,091 shares; 2025Q4: 18,634 shares; 2026Q1: 19,714 shares; 2026Q2: 25,940 shares 25,940 $763K 0.08% +6,226 Timeline UITB 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 loaded; 2024Q4: 15,957 shares; 2025Q1: 11,472 shares; 2025Q2: 12,852 shares; 2025Q3: 13,509 shares; 2025Q4: 14,717 shares; 2026Q1: 15,584 shares; 2026Q2: 16,250 shares 16,250 $761K 0.08% +666 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: not loaded; 2024Q4: 17,227 shares; 2025Q1: 20,240 shares; 2025Q2: 18,235 shares; 2025Q3: 18,465 shares; 2025Q4: 18,542 shares; 2026Q1: 18,229 shares; 2026Q2: 17,850 shares 17,850 $756K 0.08% -379 Timeline VCR 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 loaded; 2024Q4: 937 shares; 2025Q1: 946 shares; 2025Q2: 864 shares; 2025Q3: 1,176 shares; 2025Q4: 1,225 shares; 2026Q1: 1,538 shares; 2026Q2: 1,897 shares 1,897 $752K 0.08% +359 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,395 shares; 2025Q1: 7,328 shares; 2025Q2: 3,118 shares; 2025Q3: 2,982 shares; 2025Q4: 2,615 shares; 2026Q1: 2,623 shares; 2026Q2: 2,202 shares 2,202 $751K 0.08% -421 Timeline BMAR 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 loaded; 2024Q4: 18,469 shares; 2025Q1: 18,469 shares; 2025Q2: 12,518 shares; 2025Q3: 12,518 shares; 2025Q4: 12,518 shares; 2026Q1: 12,518 shares; 2026Q2: 12,518 shares 12,518 $721K 0.07% 0 Timeline FTCB 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,871 shares; 2026Q1: 32,259 shares; 2026Q2: 34,364 shares 34,364 $717K 0.07% +2,105 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: not loaded; 2024Q4: 2,419 shares; 2025Q1: 2,872 shares; 2025Q2: 2,509 shares; 2025Q3: 2,146 shares; 2025Q4: 2,136 shares; 2026Q1: 2,429 shares; 2026Q2: 2,027 shares 2,027 $715K 0.07% -402 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 18,096 shares; 2025Q1: 18,141 shares; 2025Q2: 18,223 shares; 2025Q3: 18,275 shares; 2025Q4: 15,294 shares; 2026Q1: 15,543 shares; 2026Q2: 15,843 shares 15,843 $693K 0.07% +300 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,801 shares; 2025Q1: 2,027 shares; 2025Q2: 1,911 shares; 2025Q3: 1,998 shares; 2025Q4: 1,844 shares; 2026Q1: 1,870 shares; 2026Q2: 1,880 shares 1,880 $693K 0.07% +10 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,327 shares; 2026Q1: 7,329 shares; 2026Q2: 6,281 shares 6,281 $690K 0.07% -1,048 Timeline FHDG 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,191 shares; 2026Q2: 18,791 shares 18,791 $681K 0.07% -2,400 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 22,992 shares; 2025Q1: 28,036 shares; 2025Q2: 27,496 shares; 2025Q3: 21,922 shares; 2025Q4: 20,740 shares; 2026Q1: 21,640 shares; 2026Q2: 21,168 shares 21,168 $677K 0.07% -472 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,984 shares; 2025Q4: 4,519 shares; 2026Q1: 6,336 shares; 2026Q2: 7,579 shares 7,579 $666K 0.07% +1,243 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: not loaded; 2024Q4: 7,904 shares; 2025Q1: 9,219 shares; 2025Q2: 9,509 shares; 2025Q3: 9,903 shares; 2025Q4: 9,327 shares; 2026Q1: 7,479 shares; 2026Q2: 7,125 shares 7,125 $657K 0.07% -354 Timeline FJAN 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 loaded; 2024Q4: not reported; 2025Q1: 10,281 shares; 2025Q2: 10,341 shares; 2025Q3: 10,280 shares; 2025Q4: 10,130 shares; 2026Q1: 11,130 shares; 2026Q2: 11,905 shares 11,905 $656K 0.07% +775 Timeline QDEC 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 loaded; 2024Q4: 16,494 shares; 2025Q1: 18,044 shares; 2025Q2: 18,494 shares; 2025Q3: 18,544 shares; 2025Q4: 18,244 shares; 2026Q1: 17,744 shares; 2026Q2: 18,194 shares 18,194 $648K 0.07% +450 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: not loaded; 2024Q4: 771 shares; 2025Q1: 517 shares; 2025Q2: 1,038 shares; 2025Q3: 1,007 shares; 2025Q4: 997 shares; 2026Q1: 1,038 shares; 2026Q2: 1,018 shares 1,018 $645K 0.07% -20 Timeline FTCS 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,289 shares; 2025Q4: 2,461 shares; 2026Q1: 6,157 shares; 2026Q2: 6,735 shares 6,735 $633K 0.06% +578 Timeline FTA 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,164 shares; 2026Q2: 6,449 shares 6,449 $624K 0.06% +285 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,083 shares; 2025Q1: 6,393 shares; 2025Q2: 8,960 shares; 2025Q3: 9,507 shares; 2025Q4: 8,726 shares; 2026Q1: 9,291 shares; 2026Q2: 12,201 shares 12,201 $616K 0.06% +2,910 Timeline FVD 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,689 shares; 2026Q2: 12,620 shares 12,620 $608K 0.06% +931 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,418 shares; 2025Q1: 8,683 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,674 shares; 2026Q2: 15,557 shares 15,557 $605K 0.06% -117 Timeline QSPT 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 loaded; 2024Q4: 15,110 shares; 2025Q1: 15,110 shares; 2025Q2: 16,410 shares; 2025Q3: 16,648 shares; 2025Q4: 17,248 shares; 2026Q1: 17,248 shares; 2026Q2: 17,248 shares 17,248 $601K 0.06% 0 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: not loaded; 2024Q4: not reported; 2025Q1: 68 shares; 2025Q2: not reported; 2025Q3: 3,527 shares; 2025Q4: 3,537 shares; 2026Q1: 2,459 shares; 2026Q2: 1,393 shares 1,393 $601K 0.06% -1,066 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: not loaded; 2024Q4: 36,107 shares; 2025Q1: 39,856 shares; 2025Q2: 40,785 shares; 2025Q3: 40,078 shares; 2025Q4: 38,876 shares; 2026Q1: 39,591 shares; 2026Q2: 7,660 shares 7,660 $599K 0.06% -31,931 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: not loaded; 2024Q4: 31,282 shares; 2025Q1: 31,320 shares; 2025Q2: 31,559 shares; 2025Q3: 31,135 shares; 2025Q4: 32,148 shares; 2026Q1: 32,354 shares; 2026Q2: 31,302 shares 31,302 $598K 0.06% -1,052 Timeline AGZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,344 shares; 2025Q1: 3,641 shares; 2025Q2: 3,988 shares; 2025Q3: 4,364 shares; 2025Q4: 5,017 shares; 2026Q1: 5,508 shares; 2026Q2: 5,466 shares 5,466 $597K 0.06% -42 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,086 shares; 2025Q3: 3,086 shares; 2025Q4: 3,090 shares; 2026Q1: 3,098 shares; 2026Q2: 3,164 shares 3,164 $595K 0.06% +66 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 loaded; 2024Q4: 13,013 shares; 2025Q1: 12,934 shares; 2025Q2: 12,935 shares; 2025Q3: 12,935 shares; 2025Q4: 12,935 shares; 2026Q1: 12,435 shares; 2026Q2: 12,423 shares 12,423 $592K 0.06% -12 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: not loaded; 2024Q4: 1,208 shares; 2025Q1: 1,200 shares; 2025Q2: 1,239 shares; 2025Q3: 1,184 shares; 2025Q4: 1,185 shares; 2026Q1: 1,186 shares; 2026Q2: 4,747 shares 4,747 $589K 0.06% +3,561 Timeline FIXD 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 loaded; 2024Q4: 7,964 shares; 2025Q1: 8,842 shares; 2025Q2: 9,527 shares; 2025Q3: 9,557 shares; 2025Q4: not reported; 2026Q1: 12,327 shares; 2026Q2: 13,403 shares 13,403 $585K 0.06% +1,076 Timeline PZA 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 24,759 shares 24,759 $582K 0.06% new Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,464 shares; 2025Q3: 16,927 shares; 2025Q4: 17,014 shares; 2026Q1: 16,974 shares; 2026Q2: 16,530 shares 16,530 $575K 0.06% -444 Timeline RSDE 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,108 shares; 2026Q2: 24,436 shares 24,436 $574K 0.06% -1,672 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: not loaded; 2024Q4: 4,722 shares; 2025Q1: 4,881 shares; 2025Q2: not reported; 2025Q3: 979 shares; 2025Q4: 953 shares; 2026Q1: 1,125 shares; 2026Q2: 970 shares 970 $563K 0.06% -155 Timeline QJUN 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 loaded; 2024Q4: 16,920 shares; 2025Q1: 15,120 shares; 2025Q2: 16,475 shares; 2025Q3: 16,575 shares; 2025Q4: 16,575 shares; 2026Q1: 16,575 shares; 2026Q2: 16,500 shares 16,500 $557K 0.06% -75 Timeline JACK JACK IN THE BOX INC More: the full row for JACK IN THE BOX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,100 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,150 shares; 2026Q1: 35,200 shares; 2026Q2: 35,200 shares 35,200 $557K 0.06% 0 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,213 shares 9,213 $550K 0.06% new Timeline FTHI 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,216 shares; 2025Q3: 11,017 shares; 2025Q4: 11,569 shares; 2026Q1: 12,792 shares; 2026Q2: 23,050 shares 23,050 $550K 0.06% +10,258 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: not loaded; 2024Q4: 453 shares; 2025Q1: 428 shares; 2025Q2: 423 shares; 2025Q3: 457 shares; 2025Q4: 487 shares; 2026Q1: 513 shares; 2026Q2: 532 shares 532 $538K 0.05% +19 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: not loaded; 2024Q4: 14,964 shares; 2025Q1: 14,059 shares; 2025Q2: 11,984 shares; 2025Q3: 11,017 shares; 2025Q4: 10,427 shares; 2026Q1: 9,108 shares; 2026Q2: 8,634 shares 8,634 $537K 0.05% -474 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 loaded; 2024Q4: 1,920 shares; 2025Q1: 1,923 shares; 2025Q2: 1,903 shares; 2025Q3: 1,904 shares; 2025Q4: 2,162 shares; 2026Q1: 2,100 shares; 2026Q2: 1,842 shares 1,842 $535K 0.05% -258 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: not loaded; 2024Q4: 8,562 shares; 2025Q1: 8,286 shares; 2025Q2: 6,975 shares; 2025Q3: 6,945 shares; 2025Q4: 6,249 shares; 2026Q1: 6,148 shares; 2026Q2: 6,555 shares 6,555 $533K 0.05% +407 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,390 shares; 2025Q1: 1,464 shares; 2025Q2: 1,205 shares; 2025Q3: 1,220 shares; 2025Q4: 1,225 shares; 2026Q1: 1,961 shares; 2026Q2: 2,006 shares 2,006 $531K 0.05% +45 Timeline FTQI 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,288 shares; 2025Q3: 13,186 shares; 2025Q4: 13,915 shares; 2026Q1: 15,346 shares; 2026Q2: 23,862 shares 23,862 $527K 0.05% +8,516 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,771 shares; 2025Q1: 5,321 shares; 2025Q2: 5,938 shares; 2025Q3: 6,739 shares; 2025Q4: 5,443 shares; 2026Q1: 5,436 shares; 2026Q2: 4,914 shares 4,914 $523K 0.05% -522 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 75 shares; 2025Q1: 122 shares; 2025Q2: 127 shares; 2025Q3: 139 shares; 2025Q4: 133 shares; 2026Q1: 139 shares; 2026Q2: 2,882 shares 2,882 $514K 0.05% +2,743 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,939 shares; 2025Q1: 4,659 shares; 2025Q2: 4,469 shares; 2025Q3: 3,501 shares; 2025Q4: 3,308 shares; 2026Q1: 3,332 shares; 2026Q2: 3,460 shares 3,460 $507K 0.05% +128 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 93,941 shares; 2025Q1: 101,049 shares; 2025Q2: 105,698 shares; 2025Q3: 111,598 shares; 2025Q4: 26,417 shares; 2026Q1: 22,780 shares; 2026Q2: 20,600 shares 20,600 $506K 0.05% -2,180 Timeline IGPT 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,960 shares; 2026Q2: 4,852 shares 4,852 $505K 0.05% +892 Timeline FSEP 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 loaded; 2024Q4: 15,500 shares; 2025Q1: 9,590 shares; 2025Q2: 9,590 shares; 2025Q3: 9,540 shares; 2025Q4: 9,465 shares; 2026Q1: 9,125 shares; 2026Q2: 9,125 shares 9,125 $503K 0.05% 0 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: not loaded; 2024Q4: 424 shares; 2025Q1: 960 shares; 2025Q2: 1,005 shares; 2025Q3: 986 shares; 2025Q4: 1,083 shares; 2026Q1: 1,481 shares; 2026Q2: 1,415 shares 1,415 $501K 0.05% -66 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,140 shares; 2026Q2: 5,265 shares 5,265 $498K 0.05% +125 Timeline FIIG 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,688 shares; 2026Q2: 24,041 shares 24,041 $498K 0.05% +1,353 Timeline RSJN 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 loaded; 2024Q4: 14,200 shares; 2025Q1: 15,700 shares; 2025Q2: 15,700 shares; 2025Q3: 14,600 shares; 2025Q4: 14,600 shares; 2026Q1: 13,700 shares; 2026Q2: 13,350 shares 13,350 $497K 0.05% -350 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,083 shares; 2025Q4: 794 shares; 2026Q1: 1,231 shares; 2026Q2: 1,659 shares 1,659 $496K 0.05% +428 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,493 shares; 2025Q1: 4,041 shares; 2025Q2: 4,343 shares; 2025Q3: 4,322 shares; 2025Q4: 4,598 shares; 2026Q1: 5,040 shares; 2026Q2: 6,473 shares 6,473 $496K 0.05% +1,433 Timeline UAN CVR PARTNERS LP/CVR NITROGEN More: the full row for CVR PARTNERS LP/CVR NITROGEN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,200 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares; 2026Q2: 4,400 shares 4,400 $491K 0.05% +400 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,677 shares 9,677 $487K 0.05% 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: not loaded; 2024Q4: 1,702 shares; 2025Q1: 1,553 shares; 2025Q2: 1,531 shares; 2025Q3: 1,692 shares; 2025Q4: 1,732 shares; 2026Q1: 1,465 shares; 2026Q2: 1,362 shares 1,362 $469K 0.05% -103 Timeline FFEB 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 loaded; 2024Q4: 7,638 shares; 2025Q1: 7,638 shares; 2025Q2: 7,620 shares; 2025Q3: 7,620 shares; 2025Q4: 7,620 shares; 2026Q1: 7,620 shares; 2026Q2: 7,620 shares 7,620 $465K 0.05% 0 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: not loaded; 2024Q4: 32,623 shares; 2025Q1: 33,106 shares; 2025Q2: 20,265 shares; 2025Q3: 22,063 shares; 2025Q4: 22,718 shares; 2026Q1: 22,675 shares; 2026Q2: 22,350 shares 22,350 $463K 0.05% -325 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,482 shares; 2025Q4: 2,884 shares; 2026Q1: 3,710 shares; 2026Q2: 4,217 shares 4,217 $460K 0.05% +507 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,271 shares; 2026Q2: 4,527 shares 4,527 $456K 0.05% -1,744 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: not loaded; 2024Q4: 5,845 shares; 2025Q1: 5,676 shares; 2025Q2: 5,549 shares; 2025Q3: 3,021 shares; 2025Q4: 2,744 shares; 2026Q1: 2,730 shares; 2026Q2: 2,979 shares 2,979 $451K 0.05% +249 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: not loaded; 2024Q4: 5,784 shares; 2025Q1: 6,479 shares; 2025Q2: 10,744 shares; 2025Q3: 10,090 shares; 2025Q4: 4,161 shares; 2026Q1: 2,650 shares; 2026Q2: 3,042 shares 3,042 $446K 0.05% +392 Timeline JMST 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 loaded; 2024Q4: 9,320 shares; 2025Q1: 11,163 shares; 2025Q2: 11,163 shares; 2025Q3: 9,106 shares; 2025Q4: 9,106 shares; 2026Q1: 9,106 shares; 2026Q2: 8,595 shares 8,595 $438K 0.04% -511 Timeline FV 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 loaded; 2024Q4: 6,528 shares; 2025Q1: 6,352 shares; 2025Q2: 5,996 shares; 2025Q3: 5,996 shares; 2025Q4: 5,824 shares; 2026Q1: 5,753 shares; 2026Q2: 5,756 shares 5,756 $437K 0.04% +3 Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,704 shares; 2025Q4: 4,407 shares; 2026Q1: 5,694 shares; 2026Q2: 6,690 shares 6,690 $433K 0.04% +996 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,482 shares; 2026Q1: 7,457 shares; 2026Q2: 7,140 shares 7,140 $429K 0.04% -317 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,566 shares; 2025Q4: 1,859 shares; 2026Q1: 2,379 shares; 2026Q2: 2,769 shares 2,769 $427K 0.04% +390 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,458 shares; 2026Q2: 8,026 shares 8,026 $420K 0.04% +2,568 Timeline SDVD 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,901 shares; 2025Q3: not reported; 2025Q4: 9,549 shares; 2026Q1: 10,747 shares; 2026Q2: 17,897 shares 17,897 $413K 0.04% +7,150 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 271 shares; 2025Q4: 318 shares; 2026Q1: 321 shares; 2026Q2: 207 shares 207 $410K 0.04% -114 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,034 shares; 2026Q2: 8,139 shares 8,139 $405K 0.04% +105 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 70,944 shares; 2025Q1: 25,516 shares; 2025Q2: 25,540 shares; 2025Q3: 28,558 shares; 2025Q4: 28,558 shares; 2026Q1: 25,487 shares; 2026Q2: 24,098 shares 24,098 $402K 0.04% -1,389 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: not loaded; 2024Q4: 3,076 shares; 2025Q1: 5,768 shares; 2025Q2: 6,132 shares; 2025Q3: 6,192 shares; 2025Q4: 6,207 shares; 2026Q1: 4,807 shares; 2026Q2: 4,866 shares 4,866 $402K 0.04% +59 Timeline PRF 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 loaded; 2024Q4: 8,984 shares; 2025Q1: 8,984 shares; 2025Q2: 8,624 shares; 2025Q3: 8,124 shares; 2025Q4: 7,418 shares; 2026Q1: 7,418 shares; 2026Q2: 7,418 shares 7,418 $401K 0.04% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,005 shares; 2025Q1: 2,645 shares; 2025Q2: 2,526 shares; 2025Q3: 2,388 shares; 2025Q4: 2,256 shares; 2026Q1: 2,248 shares; 2026Q2: 1,879 shares 1,879 $393K 0.04% -369 Timeline VCRB 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,333 shares; 2025Q3: 4,857 shares; 2025Q4: 5,219 shares; 2026Q1: 5,219 shares; 2026Q2: 5,069 shares 5,069 $391K 0.04% -150 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: not loaded; 2024Q4: 4,847 shares; 2025Q1: 4,903 shares; 2025Q2: 4,908 shares; 2025Q3: 5,552 shares; 2025Q4: 5,538 shares; 2026Q1: 6,113 shares; 2026Q2: 6,489 shares 6,489 $391K 0.04% +376 Timeline WORLD KINECT CORPORATION WORLD KINECT CORPORATION More: the full row for WORLD KINECT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,902 shares 4,902 $389K 0.04% new AFLG 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,755 shares; 2026Q2: 8,961 shares 8,961 $389K 0.04% +206 Timeline BKE BUCKLE INC More: the full row for BUCKLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,471 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,293 shares; 2025Q4: 9,293 shares; 2026Q1: 9,293 shares; 2026Q2: 9,136 shares 9,136 $386K 0.04% -157 Timeline FMF 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,622 shares; 2026Q2: 7,653 shares 7,653 $384K 0.04% +31 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 loaded; 2024Q4: 7,721 shares; 2025Q1: 9,554 shares; 2025Q2: 9,994 shares; 2025Q3: 9,604 shares; 2025Q4: 9,776 shares; 2026Q1: 7,318 shares; 2026Q2: 6,731 shares 6,731 $384K 0.04% -587 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,813 shares; 2025Q1: 3,017 shares; 2025Q2: 2,145 shares; 2025Q3: 8,888 shares; 2025Q4: 2,243 shares; 2026Q1: 2,177 shares; 2026Q2: 2,305 shares 2,305 $382K 0.04% +128 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: not loaded; 2024Q4: not reported; 2025Q1: 2,363 shares; 2025Q2: 1,891 shares; 2025Q3: 2,779 shares; 2025Q4: 2,918 shares; 2026Q1: 2,915 shares; 2026Q2: 3,274 shares 3,274 $382K 0.04% +359 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: not loaded; 2024Q4: 2,784 shares; 2025Q1: 3,030 shares; 2025Q2: 3,029 shares; 2025Q3: 3,034 shares; 2025Q4: 2,985 shares; 2026Q1: 3,056 shares; 2026Q2: 3,005 shares 3,005 $380K 0.04% -51 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: not loaded; 2024Q4: 4,871 shares; 2025Q1: 4,759 shares; 2025Q2: 4,565 shares; 2025Q3: 3,450 shares; 2025Q4: 5,518 shares; 2026Q1: 6,483 shares; 2026Q2: 7,125 shares 7,125 $378K 0.04% +642 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: not loaded; 2024Q4: 1,609 shares; 2025Q1: 1,576 shares; 2025Q2: 1,496 shares; 2025Q3: 1,276 shares; 2025Q4: 1,163 shares; 2026Q1: 1,166 shares; 2026Q2: 1,144 shares 1,144 $378K 0.04% -22 Timeline FMAR 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 loaded; 2024Q4: 8,448 shares; 2025Q1: 7,198 shares; 2025Q2: 7,198 shares; 2025Q3: 7,198 shares; 2025Q4: 7,198 shares; 2026Q1: 7,198 shares; 2026Q2: 7,198 shares 7,198 $376K 0.04% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,930 shares; 2025Q1: 4,259 shares; 2025Q2: 9,384 shares; 2025Q3: 9,861 shares; 2025Q4: 3,934 shares; 2026Q1: 3,997 shares; 2026Q2: 3,816 shares 3,816 $375K 0.04% -181 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: not loaded; 2024Q4: 770 shares; 2025Q1: 1,065 shares; 2025Q2: 1,210 shares; 2025Q3: 1,274 shares; 2025Q4: 1,209 shares; 2026Q1: 945 shares; 2026Q2: 939 shares 939 $373K 0.04% -6 Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,257 shares; 2025Q1: 6,769 shares; 2025Q2: 6,718 shares; 2025Q3: 6,205 shares; 2025Q4: 6,530 shares; 2026Q1: 5,424 shares; 2026Q2: 5,027 shares 5,027 $368K 0.04% -397 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: not loaded; 2024Q4: 4,755 shares; 2025Q1: 4,755 shares; 2025Q2: 4,755 shares; 2025Q3: 4,755 shares; 2025Q4: 4,755 shares; 2026Q1: 4,755 shares; 2026Q2: 4,755 shares 4,755 $367K 0.04% 0 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: not loaded; 2024Q4: 4,176 shares; 2025Q1: 4,147 shares; 2025Q2: 4,185 shares; 2025Q3: 4,462 shares; 2025Q4: 4,337 shares; 2026Q1: 4,301 shares; 2026Q2: 4,338 shares 4,338 $356K 0.04% +37 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,468 shares; 2025Q1: 2,769 shares; 2025Q2: 2,204 shares; 2025Q3: 2,166 shares; 2025Q4: 9,430 shares; 2026Q1: 10,448 shares; 2026Q2: 8,330 shares 8,330 $356K 0.04% -2,118 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,704 shares; 2025Q4: 6,109 shares; 2026Q1: 6,215 shares; 2026Q2: 6,221 shares 6,221 $353K 0.04% +6 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: not loaded; 2024Q4: 4,864 shares; 2025Q1: 4,864 shares; 2025Q2: 6,364 shares; 2025Q3: 6,364 shares; 2025Q4: 6,364 shares; 2026Q1: 6,364 shares; 2026Q2: 6,274 shares 6,274 $353K 0.04% -90 Timeline RGR STURM RUGER & CO INC More: the full row for STURM RUGER & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,683 shares; 2025Q1: 9,089 shares; 2025Q2: 9,089 shares; 2025Q3: 9,089 shares; 2025Q4: 9,089 shares; 2026Q1: 9,306 shares; 2026Q2: 9,306 shares 9,306 $352K 0.04% 0 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,582 shares; 2025Q1: 9,977 shares; 2025Q2: 11,730 shares; 2025Q3: 11,598 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 717 shares 717 $347K 0.04% new 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: not loaded; 2024Q4: 14,266 shares; 2025Q1: 15,330 shares; 2025Q2: 15,612 shares; 2025Q3: 15,348 shares; 2025Q4: 16,060 shares; 2026Q1: 14,589 shares; 2026Q2: 14,402 shares 14,402 $347K 0.04% -187 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,655 shares; 2026Q2: 4,684 shares 4,684 $346K 0.04% +29 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,428 shares; 2025Q3: 4,554 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,250 shares 1,250 $340K 0.03% new Timeline FSMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13,000 shares; 2025Q1: 13,000 shares; 2025Q2: 13,000 shares; 2025Q3: 13,000 shares; 2025Q4: 16,315 shares; 2026Q1: 16,923 shares; 2026Q2: 16,900 shares 16,900 $338K 0.03% -23 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,554 shares; 2025Q1: 7,033 shares; 2025Q2: 6,597 shares; 2025Q3: 6,758 shares; 2025Q4: 7,630 shares; 2026Q1: 7,650 shares; 2026Q2: 7,244 shares 7,244 $330K 0.03% -406 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 28,208 shares; 2025Q1: 36,398 shares; 2025Q2: 7,125 shares; 2025Q3: 7,059 shares; 2025Q4: 6,763 shares; 2026Q1: 6,694 shares; 2026Q2: 6,922 shares 6,922 $329K 0.03% +228 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,556 shares; 2025Q1: 6,695 shares; 2025Q2: 7,538 shares; 2025Q3: 6,845 shares; 2025Q4: 7,043 shares; 2026Q1: 7,274 shares; 2026Q2: 7,127 shares 7,127 $329K 0.03% -147 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 loaded; 2024Q4: 5,634 shares; 2025Q1: 5,646 shares; 2025Q2: 3,855 shares; 2025Q3: 3,934 shares; 2025Q4: 3,870 shares; 2026Q1: 3,630 shares; 2026Q2: 3,635 shares 3,635 $328K 0.03% +5 Timeline SCHZ 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 loaded; 2024Q4: 12,465 shares; 2025Q1: 12,269 shares; 2025Q2: 14,876 shares; 2025Q3: 14,609 shares; 2025Q4: 14,384 shares; 2026Q1: 14,364 shares; 2026Q2: 14,058 shares 14,058 $325K 0.03% -306 Timeline CEFS EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,690 shares; 2025Q4: 12,190 shares; 2026Q1: 12,590 shares; 2026Q2: 12,590 shares 12,590 $323K 0.03% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,108 shares; 2025Q1: 4,594 shares; 2025Q2: 4,726 shares; 2025Q3: 4,775 shares; 2025Q4: 4,514 shares; 2026Q1: 4,478 shares; 2026Q2: 4,476 shares 4,476 $322K 0.03% -2 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 716 shares; 2025Q3: 787 shares; 2025Q4: 896 shares; 2026Q1: 916 shares; 2026Q2: 897 shares 897 $320K 0.03% -19 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 loaded; 2024Q4: 43,713 shares; 2025Q1: 32,741 shares; 2025Q2: 34,838 shares; 2025Q3: 16,929 shares; 2025Q4: 13,722 shares; 2026Q1: 13,810 shares; 2026Q2: 13,944 shares 13,944 $319K 0.03% +134 Timeline FTSD FRANKLIN ETF TR More: the full row for FRANKLIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,111 shares; 2025Q1: 3,135 shares; 2025Q2: 3,169 shares; 2025Q3: 3,404 shares; 2025Q4: 3,455 shares; 2026Q1: 3,477 shares; 2026Q2: 3,513 shares 3,513 $318K 0.03% +36 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,411 shares; 2026Q1: 2,645 shares; 2026Q2: 2,518 shares 2,518 $315K 0.03% -127 Timeline TDVI 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,850 shares 9,850 $313K 0.03% new Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,928 shares; 2025Q1: 2,819 shares; 2025Q2: 2,819 shares; 2025Q3: 2,866 shares; 2025Q4: 2,774 shares; 2026Q1: 2,676 shares; 2026Q2: 2,646 shares 2,646 $310K 0.03% -30 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 loaded; 2024Q4: 1,339 shares; 2025Q1: 1,289 shares; 2025Q2: 3,582 shares; 2025Q3: 3,636 shares; 2025Q4: 846 shares; 2026Q1: 781 shares; 2026Q2: 726 shares 726 $310K 0.03% -55 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: not loaded; 2024Q4: 2,334 shares; 2025Q1: not reported; 2025Q2: 2,122 shares; 2025Q3: 2,873 shares; 2025Q4: 2,930 shares; 2026Q1: 2,697 shares; 2026Q2: 2,579 shares 2,579 $307K 0.03% -118 Timeline FGD 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,500 shares; 2025Q3: 7,388 shares; 2025Q4: 8,880 shares; 2026Q1: 9,674 shares; 2026Q2: 9,581 shares 9,581 $306K 0.03% -93 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 loaded; 2024Q4: 532 shares; 2025Q1: 431 shares; 2025Q2: 455 shares; 2025Q3: 493 shares; 2025Q4: 443 shares; 2026Q1: 367 shares; 2026Q2: 317 shares 317 $305K 0.03% -50 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,181 shares 2,181 $304K 0.03% new Timeline SMMU 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,796 shares; 2025Q4: 6,125 shares; 2026Q1: 6,153 shares; 2026Q2: 6,024 shares 6,024 $304K 0.03% -129 Timeline MNR MACH NATURAL RESOURCES LP More: the full row for MACH NATURAL RESOURCES LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,000 shares; 2025Q1: 16,000 shares; 2025Q2: 16,000 shares; 2025Q3: 17,000 shares; 2025Q4: 22,000 shares; 2026Q1: 22,000 shares; 2026Q2: 24,000 shares 24,000 $303K 0.03% +2,000 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,020 shares; 2025Q4: 1,017 shares; 2026Q1: 1,036 shares; 2026Q2: 1,329 shares 1,329 $302K 0.03% +293 Timeline LGOV 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,588 shares; 2026Q2: 13,959 shares 13,959 $299K 0.03% +1,371 Timeline LAD LITHIA MTRS INC More: the full row for LITHIA MTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 643 shares; 2025Q3: 747 shares; 2025Q4: 1,392 shares; 2026Q1: 1,103 shares; 2026Q2: 1,024 shares 1,024 $297K 0.03% -79 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 loaded; 2024Q4: 360 shares; 2025Q1: 527 shares; 2025Q2: 541 shares; 2025Q3: 528 shares; 2025Q4: 524 shares; 2026Q1: 399 shares; 2026Q2: 393 shares 393 $297K 0.03% -6 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: not loaded; 2024Q4: not reported; 2025Q1: 1,113 shares; 2025Q2: 1,145 shares; 2025Q3: 1,150 shares; 2025Q4: 1,156 shares; 2026Q1: 1,160 shares; 2026Q2: 1,217 shares 1,217 $295K 0.03% +57 Timeline JANT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,520 shares; 2025Q1: 7,520 shares; 2025Q2: 7,520 shares; 2025Q3: 7,520 shares; 2025Q4: 7,186 shares; 2026Q1: 7,186 shares; 2026Q2: 6,686 shares 6,686 $294K 0.03% -500 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 loaded; 2024Q4: 4,847 shares; 2025Q1: 5,070 shares; 2025Q2: 4,566 shares; 2025Q3: 1,382 shares; 2025Q4: 5,502 shares; 2026Q1: 5,383 shares; 2026Q2: 1,343 shares 1,343 $291K 0.03% -4,040 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,727 shares 8,727 $291K 0.03% new Timeline VGIT 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,253 shares; 2026Q2: 4,904 shares 4,904 $289K 0.03% +651 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 loaded; 2024Q4: 14,700 shares; 2025Q1: 14,300 shares; 2025Q2: 14,300 shares; 2025Q3: 15,150 shares; 2025Q4: 15,325 shares; 2026Q1: 15,325 shares; 2026Q2: 15,225 shares 15,225 $287K 0.03% -100 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: not loaded; 2024Q4: not reported; 2025Q1: 3,646 shares; 2025Q2: 2,850 shares; 2025Q3: 2,139 shares; 2025Q4: 2,224 shares; 2026Q1: 2,424 shares; 2026Q2: 2,256 shares 2,256 $285K 0.03% -168 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 loaded; 2024Q4: 5,379 shares; 2025Q1: 6,234 shares; 2025Q2: 6,107 shares; 2025Q3: 5,112 shares; 2025Q4: 4,011 shares; 2026Q1: 3,814 shares; 2026Q2: 3,297 shares 3,297 $279K 0.03% -517 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 loaded; 2024Q4: 2,344 shares; 2025Q1: 2,355 shares; 2025Q2: 2,348 shares; 2025Q3: 2,365 shares; 2025Q4: 2,367 shares; 2026Q1: 2,368 shares; 2026Q2: 2,370 shares 2,370 $278K 0.03% +2 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,466 shares; 2026Q1: 2,896 shares; 2026Q2: 2,716 shares 2,716 $277K 0.03% -180 Timeline LMBS 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 loaded; 2024Q4: 4,167 shares; 2025Q1: 4,264 shares; 2025Q2: 4,208 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,083 shares; 2026Q2: 5,553 shares 5,553 $276K 0.03% +470 Timeline FBT 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,078 shares; 2026Q2: 1,111 shares 1,111 $275K 0.03% +33 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,736 shares; 2026Q1: 35,604 shares; 2026Q2: 2,093 shares 2,093 $273K 0.03% -33,511 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: not loaded; 2024Q4: 1,636 shares; 2025Q1: 1,628 shares; 2025Q2: 1,600 shares; 2025Q3: 1,347 shares; 2025Q4: 1,241 shares; 2026Q1: 1,240 shares; 2026Q2: 1,200 shares 1,200 $267K 0.03% -40 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,082 shares 6,082 $262K 0.03% new Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,622 shares; 2026Q2: 7,622 shares 7,622 $259K 0.03% 0 Timeline FTXO 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,137 shares; 2026Q2: 6,256 shares 6,256 $259K 0.03% +119 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,107 shares 3,107 $258K 0.03% 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 loaded; 2024Q4: not reported; 2025Q1: 2,581 shares; 2025Q2: 2,410 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,399 shares 2,399 $258K 0.03% new Timeline SEPM 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,995 shares; 2025Q4: 10,995 shares; 2026Q1: 10,870 shares; 2026Q2: 7,812 shares 7,812 $256K 0.03% -3,058 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 loaded; 2024Q4: not reported; 2025Q1: 2,778 shares; 2025Q2: 13,557 shares; 2025Q3: 13,977 shares; 2025Q4: 14,603 shares; 2026Q1: 15,021 shares; 2026Q2: 3,541 shares 3,541 $256K 0.03% -11,480 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: not loaded; 2024Q4: 2,216 shares; 2025Q1: 4,025 shares; 2025Q2: 10,917 shares; 2025Q3: 10,725 shares; 2025Q4: 4,126 shares; 2026Q1: 2,782 shares; 2026Q2: 2,802 shares 2,802 $254K 0.03% +20 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,112 shares 2,112 $252K 0.03% 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 loaded; 2024Q4: 2,079 shares; 2025Q1: 1,991 shares; 2025Q2: 2,097 shares; 2025Q3: 1,775 shares; 2025Q4: 1,808 shares; 2026Q1: 1,827 shares; 2026Q2: 9,193 shares 9,193 $252K 0.03% +7,366 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: not loaded; 2024Q4: 184 shares; 2025Q1: 5,966 shares; 2025Q2: 6,382 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,968 shares 4,968 $251K 0.03% new 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: not loaded; 2024Q4: 2,673 shares; 2025Q1: 2,688 shares; 2025Q2: 2,697 shares; 2025Q3: 2,673 shares; 2025Q4: 2,711 shares; 2026Q1: 2,725 shares; 2026Q2: 2,725 shares 2,725 $250K 0.03% 0 Timeline FEM FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,567 shares; 2026Q2: 7,773 shares 7,773 $249K 0.03% +206 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,757 shares; 2026Q1: 1,757 shares; 2026Q2: 1,815 shares 1,815 $248K 0.03% +58 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: not loaded; 2024Q4: not reported; 2025Q1: 3,064 shares; 2025Q2: 2,731 shares; 2025Q3: 3,093 shares; 2025Q4: 2,679 shares; 2026Q1: 2,792 shares; 2026Q2: 2,686 shares 2,686 $246K 0.02% -106 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,854 shares; 2025Q4: 1,842 shares; 2026Q1: 1,999 shares; 2026Q2: 1,518 shares 1,518 $246K 0.02% -481 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 140 shares; 2025Q1: 131 shares; 2025Q2: 121 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 202 shares 202 $241K 0.02% new Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,065 shares; 2025Q1: 2,746 shares; 2025Q2: 2,155 shares; 2025Q3: 2,192 shares; 2025Q4: 487 shares; 2026Q1: 516 shares; 2026Q2: 457 shares 457 $241K 0.02% -59 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 248 shares 248 $239K 0.02% 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 loaded; 2024Q4: not reported; 2025Q1: 1,406 shares; 2025Q2: 1,495 shares; 2025Q3: 1,934 shares; 2025Q4: 1,890 shares; 2026Q1: 1,963 shares; 2026Q2: 1,187 shares 1,187 $238K 0.02% -776 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 411 shares 411 $237K 0.02% new Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,773 shares; 2026Q1: 8,584 shares; 2026Q2: 1,687 shares 1,687 $237K 0.02% -6,897 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: not loaded; 2024Q4: 1,223 shares; 2025Q1: 1,291 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,047 shares; 2026Q1: 1,306 shares; 2026Q2: 1,111 shares 1,111 $236K 0.02% -195 Timeline DLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,799 shares 2,799 $235K 0.02% new Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,401 shares; 2025Q1: 4,401 shares; 2025Q2: 4,401 shares; 2025Q3: 4,401 shares; 2025Q4: 4,401 shares; 2026Q1: 4,401 shares; 2026Q2: 4,647 shares 4,647 $234K 0.02% +246 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,443 shares 1,443 $234K 0.02% new Timeline PKW 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 loaded; 2024Q4: 1,847 shares; 2025Q1: 1,852 shares; 2025Q2: 1,858 shares; 2025Q3: 1,863 shares; 2025Q4: 1,720 shares; 2026Q1: 1,723 shares; 2026Q2: 1,649 shares 1,649 $234K 0.02% -74 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 loaded; 2024Q4: 2,392 shares; 2025Q1: 3,293 shares; 2025Q2: 3,363 shares; 2025Q3: 3,329 shares; 2025Q4: 3,383 shares; 2026Q1: 2,465 shares; 2026Q2: 1,615 shares 1,615 $234K 0.02% -850 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,465 shares; 2025Q2: 1,357 shares; 2025Q3: 1,507 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 795 shares 795 $233K 0.02% new Timeline FJP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,934 shares; 2026Q2: 3,049 shares 3,049 $233K 0.02% +115 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,702 shares 1,702 $232K 0.02% new Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,251 shares; 2025Q1: 1,243 shares; 2025Q2: 1,311 shares; 2025Q3: 1,408 shares; 2025Q4: 1,793 shares; 2026Q1: 1,759 shares; 2026Q2: 1,865 shares 1,865 $232K 0.02% +106 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: not loaded; 2024Q4: 499,189 shares; 2025Q1: 517,898 shares; 2025Q2: 537,528 shares; 2025Q3: 14,237 shares; 2025Q4: not reported; 2026Q1: 9,475 shares; 2026Q2: 9,570 shares 9,570 $232K 0.02% +95 Timeline FEP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,947 shares; 2026Q2: 4,052 shares 4,052 $231K 0.02% +105 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,701 shares; 2026Q2: 4,231 shares 4,231 $229K 0.02% +530 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,280 shares; 2025Q3: 1,192 shares; 2025Q4: 1,120 shares; 2026Q1: not reported; 2026Q2: 904 shares 904 $228K 0.02% new Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,361 shares; 2025Q1: 13,959 shares; 2025Q2: 9,074 shares; 2025Q3: not reported; 2025Q4: 7,450 shares; 2026Q1: not reported; 2026Q2: 7,507 shares 7,507 $227K 0.02% new Timeline VSAT VIASAT INC More: the full row for VIASAT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,522 shares 2,522 $227K 0.02% new Timeline TAXM 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,470 shares 4,470 $226K 0.02% new Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,528 shares; 2025Q1: 9,250 shares; 2025Q2: 9,274 shares; 2025Q3: 9,309 shares; 2025Q4: 9,087 shares; 2026Q1: 8,476 shares; 2026Q2: 7,098 shares 7,098 $224K 0.02% -1,378 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,176 shares 1,176 $224K 0.02% new Timeline CHI CALAMOS CONV OPPORTUNITIES & More: the full row for CALAMOS CONV OPPORTUNITIES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,651 shares; 2025Q3: 14,851 shares; 2025Q4: 16,266 shares; 2026Q1: 16,592 shares; 2026Q2: 16,592 shares 16,592 $223K 0.02% 0 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,804 shares; 2025Q3: 1,864 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 427 shares 427 $222K 0.02% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,267 shares; 2026Q2: 1,301 shares 1,301 $220K 0.02% +34 Timeline IGHG PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,931 shares; 2026Q1: 2,841 shares; 2026Q2: 2,791 shares 2,791 $219K 0.02% -50 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: not loaded; 2024Q4: not reported; 2025Q1: 16,878 shares; 2025Q2: 20,101 shares; 2025Q3: 19,995 shares; 2025Q4: 18,023 shares; 2026Q1: 15,940 shares; 2026Q2: 15,453 shares 15,453 $215K 0.02% -487 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,300 shares; 2025Q1: 14,400 shares; 2025Q2: 14,300 shares; 2025Q3: 12,000 shares; 2025Q4: 9,050 shares; 2026Q1: 9,050 shares; 2026Q2: 9,050 shares 9,050 $214K 0.02% 0 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,734 shares; 2025Q1: 6,249 shares; 2025Q2: 5,905 shares; 2025Q3: 5,914 shares; 2025Q4: 5,620 shares; 2026Q1: 5,629 shares; 2026Q2: 4,285 shares 4,285 $212K 0.02% -1,344 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 loaded; 2024Q4: 1,979 shares; 2025Q1: 5,300 shares; 2025Q2: 3,552 shares; 2025Q3: 4,699 shares; 2025Q4: 4,735 shares; 2026Q1: 2,318 shares; 2026Q2: 2,245 shares 2,245 $212K 0.02% -73 Timeline IHAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,433 shares 3,433 $208K 0.02% new 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: not loaded; 2024Q4: 569 shares; 2025Q1: 647 shares; 2025Q2: 495 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 413 shares 413 $207K 0.02% new Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 17,586 shares; 2025Q1: 22,407 shares; 2025Q2: not reported; 2025Q3: 2,868 shares; 2025Q4: not reported; 2026Q1: 3,155 shares; 2026Q2: 2,632 shares 2,632 $206K 0.02% -523 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 loaded; 2024Q4: 1,099 shares; 2025Q1: 1,586 shares; 2025Q2: 1,743 shares; 2025Q3: 1,918 shares; 2025Q4: 611 shares; 2026Q1: not reported; 2026Q2: 529 shares 529 $205K 0.02% new Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,710 shares; 2025Q1: 11,709 shares; 2025Q2: 9,842 shares; 2025Q3: 10,987 shares; 2025Q4: 11,683 shares; 2026Q1: not reported; 2026Q2: 8,081 shares 8,081 $204K 0.02% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,424 shares; 2025Q3: not reported; 2025Q4: 1,753 shares; 2026Q1: not reported; 2026Q2: 1,457 shares 1,457 $204K 0.02% new Timeline HYLS 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 loaded; 2024Q4: not reported; 2025Q1: 5,077 shares; 2025Q2: 5,478 shares; 2025Q3: 5,478 shares; 2025Q4: not reported; 2026Q1: 5,011 shares; 2026Q2: 5,011 shares 5,011 $204K 0.02% 0 Timeline ITWO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,300 shares 4,300 $202K 0.02% new 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,193 shares 3,193 $201K 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,633 shares 12,633 $190K 0.02% new Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,500 shares; 2025Q1: 12,500 shares; 2025Q2: 12,500 shares; 2025Q3: 12,500 shares; 2025Q4: 12,500 shares; 2026Q1: 12,500 shares; 2026Q2: 12,500 shares 12,500 $158K 0.02% 0 Timeline KODK EASTMAN KODAK CO More: the full row for EASTMAN KODAK CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,950 shares; 2025Q1: 12,950 shares; 2025Q2: 12,950 shares; 2025Q3: 11,950 shares; 2025Q4: 11,950 shares; 2026Q1: 11,950 shares; 2026Q2: 11,950 shares 11,950 $111K 0.01% 0 Timeline ADAM ADAMAS TRUST INC. More: the full row for ADAMAS TRUST INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,686 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,187 shares; 2026Q2: 11,515 shares 11,515 $108K 0.01% +1,328 Timeline CXM SPRINKLR INC More: the full row for SPRINKLR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 29,147 shares; 2025Q1: 29,147 shares; 2025Q2: 29,147 shares; 2025Q3: 29,147 shares; 2025Q4: 29,147 shares; 2026Q1: 15,217 shares; 2026Q2: 15,217 shares 15,217 $78.5K 0.01% 0 Timeline ABR ARBOR REALTY TRUST INC More: the full row for ARBOR REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 17,228 shares; 2025Q1: 20,197 shares; 2025Q2: 12,218 shares; 2025Q3: 21,544 shares; 2025Q4: 24,628 shares; 2026Q1: 24,755 shares; 2026Q2: 13,436 shares 13,436 $72.8K 0.01% -11,319 Timeline GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 10,489 shares; 2025Q2: 10,489 shares; 2025Q3: 10,489 shares; 2025Q4: 10,489 shares; 2026Q1: 10,489 shares; 2026Q2: 10,489 shares 10,489 $59.4K 0.01% 0 Timeline DEFT DEFI TECHNOLOGIES INC More: the full row for DEFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,710 shares; 2025Q3: 14,460 shares; 2025Q4: 14,660 shares; 2026Q1: 14,560 shares; 2026Q2: 14,560 shares 14,560 $7.49K <0.01% 0 Timeline