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: 1,540,924 shares; 2024Q4: 1,589,822 shares; 2025Q1: 1,994,878 shares; 2025Q2: 2,064,818 shares; 2025Q3: 2,126,014 shares; 2025Q4: 2,289,497 shares; 2026Q1: 2,722,619 shares; 2026Q2: 2,818,236 shares 2,818,236 $171M 14.79% +95,617 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: 794,117 shares; 2024Q4: 808,553 shares; 2025Q1: 1,041,037 shares; 2025Q2: 1,031,905 shares; 2025Q3: 1,046,805 shares; 2025Q4: 1,104,283 shares; 2026Q1: 1,388,717 shares; 2026Q2: 1,400,992 shares 1,400,992 $167M 14.39% +12,275 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: 1,382,073 shares; 2024Q4: 1,463,599 shares; 2025Q1: 1,473,666 shares; 2025Q2: 1,460,941 shares; 2025Q3: 1,562,280 shares; 2025Q4: 1,740,989 shares; 2026Q1: 1,919,010 shares; 2026Q2: 2,053,945 shares 2,053,945 $93.8M 8.1% +134,935 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 213,034 shares; 2024Q4: 226,441 shares; 2025Q1: 244,224 shares; 2025Q2: 250,056 shares; 2025Q3: 270,613 shares; 2025Q4: 288,966 shares; 2026Q1: 613,783 shares; 2026Q2: 670,616 shares 670,616 $66.4M 5.73% +56,833 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: 713,563 shares; 2024Q4: 730,584 shares; 2025Q1: 729,102 shares; 2025Q2: 734,254 shares; 2025Q3: 752,066 shares; 2025Q4: 776,763 shares; 2026Q1: 760,686 shares; 2026Q2: 780,613 shares 780,613 $64.7M 5.58% +19,927 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 181,874 shares; 2024Q4: 202,105 shares; 2025Q1: 173,259 shares; 2025Q2: 169,677 shares; 2025Q3: 175,740 shares; 2025Q4: 187,670 shares; 2026Q1: 459,840 shares; 2026Q2: 495,563 shares 495,563 $47.9M 4.13% +35,723 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: 194,974 shares; 2024Q4: 193,158 shares; 2025Q1: 192,681 shares; 2025Q2: 183,067 shares; 2025Q3: 188,740 shares; 2025Q4: 180,059 shares; 2026Q1: 170,161 shares; 2026Q2: 160,145 shares 160,145 $46.3M 4% -10,016 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 300,292 shares; 2024Q4: 311,871 shares; 2025Q1: 243,696 shares; 2025Q2: 292,513 shares; 2025Q3: 306,606 shares; 2025Q4: 325,165 shares; 2026Q1: 329,257 shares; 2026Q2: 342,462 shares 342,462 $42.6M 3.68% +13,205 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: 557,695 shares; 2024Q4: 577,379 shares; 2025Q1: 429,251 shares; 2025Q2: 499,286 shares; 2025Q3: 519,279 shares; 2025Q4: 542,046 shares; 2026Q1: 504,780 shares; 2026Q2: 530,172 shares 530,172 $40.6M 3.5% +25,392 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: 111,324 shares; 2024Q4: 110,863 shares; 2025Q1: 114,046 shares; 2025Q2: 108,141 shares; 2025Q3: 114,747 shares; 2025Q4: 104,586 shares; 2026Q1: 102,019 shares; 2026Q2: 98,255 shares 98,255 $35.1M 3.03% -3,764 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: 160,371 shares; 2024Q4: 157,416 shares; 2025Q1: 156,194 shares; 2025Q2: 145,956 shares; 2025Q3: 154,487 shares; 2025Q4: 148,858 shares; 2026Q1: 147,227 shares; 2026Q2: 133,717 shares 133,717 $26.8M 2.31% -13,510 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 134,164 shares; 2024Q4: 143,730 shares; 2025Q1: 171,931 shares; 2025Q2: 173,720 shares; 2025Q3: 180,553 shares; 2025Q4: 192,426 shares; 2026Q1: 364,922 shares; 2026Q2: 378,745 shares 378,745 $25.6M 2.21% +13,823 Timeline IMTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 216,250 shares; 2025Q1: 484,701 shares; 2025Q2: 581,061 shares; 2025Q3: 618,442 shares; 2025Q4: 669,077 shares; 2026Q1: 465,216 shares; 2026Q2: 494,673 shares 494,673 $21.6M 1.86% +29,457 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: 100,361 shares; 2024Q4: 95,992 shares; 2025Q1: 94,795 shares; 2025Q2: 92,258 shares; 2025Q3: 94,709 shares; 2025Q4: 90,412 shares; 2026Q1: 89,952 shares; 2026Q2: 86,221 shares 86,221 $20.5M 1.77% -3,731 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: 13,773 shares; 2024Q4: 13,987 shares; 2025Q1: 13,524 shares; 2025Q2: 13,803 shares; 2025Q3: 13,364 shares; 2025Q4: 13,162 shares; 2026Q1: 12,703 shares; 2026Q2: 12,006 shares 12,006 $13.9M 1.2% -697 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 162,373 shares; 2024Q4: 171,643 shares; 2025Q1: 395,581 shares; 2025Q2: 369,070 shares; 2025Q3: 380,303 shares; 2025Q4: 337,402 shares; 2026Q1: 228,575 shares; 2026Q2: 234,356 shares 234,356 $13.5M 1.17% +5,781 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: 71,819 shares; 2024Q4: 77,092 shares; 2025Q1: 72,839 shares; 2025Q2: 73,959 shares; 2025Q3: 77,981 shares; 2025Q4: 80,252 shares; 2026Q1: 82,336 shares; 2026Q2: 83,726 shares 83,726 $13.2M 1.14% +1,390 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,988 shares; 2024Q4: 68,302 shares; 2025Q1: 86,208 shares; 2025Q2: 87,478 shares; 2025Q3: 93,057 shares; 2025Q4: 99,620 shares; 2026Q1: 262,764 shares; 2026Q2: 286,513 shares 286,513 $10.6M 0.92% +23,749 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 343,048 shares; 2024Q4: 359,240 shares; 2025Q1: 213,585 shares; 2025Q2: 195,107 shares; 2025Q3: 208,127 shares; 2025Q4: 223,464 shares; 2026Q1: 191,342 shares; 2026Q2: 203,872 shares 203,872 $10.3M 0.89% +12,530 Timeline AGOX STARBOARD INVT TR More: the full row for STARBOARD INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 788,305 shares; 2024Q4: 808,452 shares; 2025Q1: 842,169 shares; 2025Q2: 817,468 shares; 2025Q3: 847,658 shares; 2025Q4: 890,223 shares; 2026Q1: 244,421 shares; 2026Q2: 271,431 shares 271,431 $9.41M 0.81% +27,010 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: 12,013 shares; 2024Q4: 12,009 shares; 2025Q1: 11,754 shares; 2025Q2: 11,575 shares; 2025Q3: 11,821 shares; 2025Q4: 11,788 shares; 2026Q1: 11,854 shares; 2026Q2: 11,725 shares 11,725 $8.64M 0.75% -129 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: 22,516 shares; 2024Q4: 22,162 shares; 2025Q1: 20,956 shares; 2025Q2: 20,049 shares; 2025Q3: 21,569 shares; 2025Q4: 19,079 shares; 2026Q1: 20,420 shares; 2026Q2: 21,711 shares 21,711 $8.1M 0.7% +1,291 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: 98,738 shares; 2024Q4: 104,623 shares; 2025Q1: 114,876 shares; 2025Q2: 101,997 shares; 2025Q3: 119,540 shares; 2025Q4: 123,187 shares; 2026Q1: 124,782 shares; 2026Q2: 108,821 shares 108,821 $7.95M 0.69% -15,961 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 141,817 shares; 2025Q3: 152,465 shares; 2025Q4: 163,574 shares; 2026Q1: 91,209 shares; 2026Q2: 127,093 shares 127,093 $7.4M 0.64% +35,884 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: 21,842 shares; 2024Q4: 21,690 shares; 2025Q1: 21,977 shares; 2025Q2: 21,055 shares; 2025Q3: 22,764 shares; 2025Q4: 20,327 shares; 2026Q1: 20,366 shares; 2026Q2: 19,051 shares 19,051 $6.73M 0.58% -1,315 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: 59,836 shares; 2024Q4: 60,241 shares; 2025Q1: 60,908 shares; 2025Q2: 39,310 shares; 2025Q3: 71,149 shares; 2025Q4: 60,604 shares; 2026Q1: 63,838 shares; 2026Q2: 40,438 shares 40,438 $5.93M 0.51% -23,400 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: 48,475 shares; 2024Q4: 47,749 shares; 2025Q1: 47,233 shares; 2025Q2: 45,630 shares; 2025Q3: 47,107 shares; 2025Q4: 46,609 shares; 2026Q1: 46,285 shares; 2026Q2: 43,443 shares 43,443 $4.92M 0.42% -2,842 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: 20,468 shares; 2024Q4: 23,303 shares; 2025Q1: 20,773 shares; 2025Q2: 14,977 shares; 2025Q3: 18,642 shares; 2025Q4: 15,142 shares; 2026Q1: 15,431 shares; 2026Q2: 14,913 shares 14,913 $4.88M 0.42% -518 Timeline ISHG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 102,965 shares; 2025Q3: 108,046 shares; 2025Q4: 65,983 shares; 2026Q1: 62,550 shares; 2026Q2: 64,896 shares 64,896 $4.82M 0.42% +2,346 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: 4,624 shares; 2024Q4: 4,653 shares; 2025Q1: 4,604 shares; 2025Q2: 4,440 shares; 2025Q3: 4,823 shares; 2025Q4: 5,683 shares; 2026Q1: 7,102 shares; 2026Q2: 8,035 shares 8,035 $4.53M 0.39% +933 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: 6,131 shares; 2024Q4: 6,182 shares; 2025Q1: 6,149 shares; 2025Q2: 6,200 shares; 2025Q3: 6,272 shares; 2025Q4: 6,347 shares; 2026Q1: 6,257 shares; 2026Q2: 6,206 shares 6,206 $4.49M 0.39% -51 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: 6,123 shares; 2024Q4: 6,057 shares; 2025Q1: 6,068 shares; 2025Q2: 5,435 shares; 2025Q3: 6,110 shares; 2025Q4: 6,161 shares; 2026Q1: 6,051 shares; 2026Q2: 5,281 shares 5,281 $3.95M 0.34% -770 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: 26,021 shares; 2024Q4: 25,841 shares; 2025Q1: 23,596 shares; 2025Q2: 23,928 shares; 2025Q3: 23,303 shares; 2025Q4: 23,294 shares; 2026Q1: 20,693 shares; 2026Q2: 20,383 shares 20,383 $3.72M 0.32% -310 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: 5,694 shares; 2024Q4: 6,235 shares; 2025Q1: 6,726 shares; 2025Q2: 6,054 shares; 2025Q3: 5,984 shares; 2025Q4: 6,305 shares; 2026Q1: 6,469 shares; 2026Q2: 6,148 shares 6,148 $3.57M 0.31% -321 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: 13,438 shares; 2024Q4: 13,885 shares; 2025Q1: 14,270 shares; 2025Q2: 14,161 shares; 2025Q3: 14,491 shares; 2025Q4: 14,305 shares; 2026Q1: 14,009 shares; 2026Q2: 13,271 shares 13,271 $3.37M 0.29% -738 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: 12,083 shares; 2024Q4: 12,216 shares; 2025Q1: 11,918 shares; 2025Q2: 11,522 shares; 2025Q3: 11,033 shares; 2025Q4: 10,657 shares; 2026Q1: 10,430 shares; 2026Q2: 10,548 shares 10,548 $3.2M 0.28% +118 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: 9,510 shares; 2024Q4: 9,588 shares; 2025Q1: 9,193 shares; 2025Q2: 9,151 shares; 2025Q3: 9,026 shares; 2025Q4: 12,617 shares; 2026Q1: 12,515 shares; 2026Q2: 8,422 shares 8,422 $3.18M 0.27% -4,093 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: 16,727 shares; 2024Q4: 16,671 shares; 2025Q1: 16,317 shares; 2025Q2: 15,735 shares; 2025Q3: 15,974 shares; 2025Q4: 15,792 shares; 2026Q1: 15,685 shares; 2026Q2: 14,194 shares 14,194 $3.16M 0.27% -1,491 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: 8,411 shares; 2024Q4: 8,426 shares; 2025Q1: 8,600 shares; 2025Q2: 7,570 shares; 2025Q3: 8,932 shares; 2025Q4: 7,884 shares; 2026Q1: 7,481 shares; 2026Q2: 6,974 shares 6,974 $2.93M 0.25% -507 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: 5,422 shares; 2024Q4: 5,429 shares; 2025Q1: 6,559 shares; 2025Q2: 6,682 shares; 2025Q3: 6,659 shares; 2025Q4: 6,411 shares; 2026Q1: 6,230 shares; 2026Q2: 5,867 shares 5,867 $2.81M 0.24% -363 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: 53,606 shares; 2024Q4: 53,281 shares; 2025Q1: 54,427 shares; 2025Q2: 52,321 shares; 2025Q3: 51,721 shares; 2025Q4: 51,960 shares; 2026Q1: 51,308 shares; 2026Q2: 46,570 shares 46,570 $2.65M 0.23% -4,738 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: 22,722 shares; 2024Q4: 22,467 shares; 2025Q1: 22,610 shares; 2025Q2: 22,880 shares; 2025Q3: 22,798 shares; 2025Q4: 21,653 shares; 2026Q1: 21,680 shares; 2026Q2: 21,878 shares 21,878 $2.55M 0.22% +198 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: 8,098 shares; 2024Q4: 7,303 shares; 2025Q1: 7,391 shares; 2025Q2: 6,248 shares; 2025Q3: 9,502 shares; 2025Q4: 7,261 shares; 2026Q1: 7,564 shares; 2026Q2: 6,425 shares 6,425 $2.38M 0.21% -1,139 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: 5,806 shares; 2024Q4: 5,734 shares; 2025Q1: 5,739 shares; 2025Q2: 4,941 shares; 2025Q3: 5,234 shares; 2025Q4: 5,095 shares; 2026Q1: 4,983 shares; 2026Q2: 4,574 shares 4,574 $2.29M 0.2% -409 Timeline MMCA NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 82,793 shares; 2025Q4: 123,871 shares; 2026Q1: 129,516 shares; 2026Q2: 99,360 shares 99,360 $2.17M 0.19% -30,156 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,792 shares; 2024Q4: 22,919 shares; 2025Q1: 22,646 shares; 2025Q2: 22,368 shares; 2025Q3: 21,446 shares; 2025Q4: 21,094 shares; 2026Q1: 18,982 shares; 2026Q2: 18,789 shares 18,789 $2.03M 0.17% -193 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,628 shares; 2024Q4: 17,574 shares; 2025Q1: 17,579 shares; 2025Q2: 17,150 shares; 2025Q3: 16,348 shares; 2025Q4: 15,798 shares; 2026Q1: 15,796 shares; 2026Q2: 15,028 shares 15,028 $1.96M 0.17% -768 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: 5,691 shares; 2024Q4: 5,617 shares; 2025Q1: 5,625 shares; 2025Q2: 5,511 shares; 2025Q3: 5,566 shares; 2025Q4: 5,092 shares; 2026Q1: 5,010 shares; 2026Q2: 5,656 shares 5,656 $1.94M 0.17% +646 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,273 shares; 2024Q4: 5,280 shares; 2025Q1: 6,350 shares; 2025Q2: 6,455 shares; 2025Q3: 6,379 shares; 2025Q4: 6,410 shares; 2026Q1: 6,201 shares; 2026Q2: 6,116 shares 6,116 $1.82M 0.16% -85 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: 24,027 shares; 2024Q4: 24,012 shares; 2025Q1: 24,428 shares; 2025Q2: 23,927 shares; 2025Q3: 23,220 shares; 2025Q4: 23,283 shares; 2026Q1: 22,658 shares; 2026Q2: 22,978 shares 22,978 $1.77M 0.15% +320 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,407 shares; 2024Q4: 3,348 shares; 2025Q1: 3,486 shares; 2025Q2: 1,737 shares; 2025Q3: 3,313 shares; 2025Q4: 3,262 shares; 2026Q1: 3,457 shares; 2026Q2: 2,335 shares 2,335 $1.75M 0.15% -1,122 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: 17,977 shares; 2024Q4: 19,425 shares; 2025Q1: 16,250 shares; 2025Q2: 14,778 shares; 2025Q3: 16,016 shares; 2025Q4: 15,667 shares; 2026Q1: 15,671 shares; 2026Q2: 12,025 shares 12,025 $1.63M 0.14% -3,646 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,451 shares; 2024Q4: 31,459 shares; 2025Q1: 28,169 shares; 2025Q2: 26,999 shares; 2025Q3: 26,005 shares; 2025Q4: 25,853 shares; 2026Q1: 24,204 shares; 2026Q2: 19,742 shares 19,742 $1.53M 0.13% -4,462 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares; 2026Q2: 2 shares 2 $1.5M 0.13% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,290 shares; 2024Q4: 2,039 shares; 2025Q1: 1,685 shares; 2025Q2: 1,736 shares; 2025Q3: 1,832 shares; 2025Q4: 1,856 shares; 2026Q1: 2,008 shares; 2026Q2: 1,939 shares 1,939 $1.48M 0.13% -69 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,721 shares; 2024Q4: 24,734 shares; 2025Q1: 31,029 shares; 2025Q2: 25,088 shares; 2025Q3: 54,675 shares; 2025Q4: 33,394 shares; 2026Q1: 32,930 shares; 2026Q2: 26,082 shares 26,082 $1.45M 0.13% -6,848 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,430 shares; 2024Q4: 14,635 shares; 2025Q1: 14,239 shares; 2025Q2: 12,936 shares; 2025Q3: 12,923 shares; 2025Q4: 11,911 shares; 2026Q1: 11,751 shares; 2026Q2: 11,573 shares 11,573 $1.38M 0.12% -178 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: 23,954 shares; 2024Q4: 24,500 shares; 2025Q1: 24,811 shares; 2025Q2: 23,378 shares; 2025Q3: 25,601 shares; 2025Q4: 26,040 shares; 2026Q1: 26,491 shares; 2026Q2: 22,721 shares 22,721 $1.37M 0.12% -3,770 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: 26,007 shares; 2024Q4: 26,007 shares; 2025Q1: 25,353 shares; 2025Q2: 25,353 shares; 2025Q3: 25,353 shares; 2025Q4: 25,353 shares; 2026Q1: 24,451 shares; 2026Q2: 24,451 shares 24,451 $1.35M 0.12% 0 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: 35,123 shares; 2024Q4: 30,909 shares; 2025Q1: 29,717 shares; 2025Q2: 26,703 shares; 2025Q3: 28,331 shares; 2025Q4: 27,930 shares; 2026Q1: 30,027 shares; 2026Q2: 24,851 shares 24,851 $1.27M 0.11% -5,176 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,866 shares; 2024Q4: 13,231 shares; 2025Q1: 13,100 shares; 2025Q2: 13,087 shares; 2025Q3: 12,213 shares; 2025Q4: 12,104 shares; 2026Q1: 11,728 shares; 2026Q2: 10,787 shares 10,787 $1.25M 0.11% -941 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,548 shares; 2026Q1: 4,549 shares; 2026Q2: 4,488 shares 4,488 $1.22M 0.11% -61 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: 13,208 shares; 2024Q4: 13,208 shares; 2025Q1: 12,631 shares; 2025Q2: 6,048 shares; 2025Q3: 13,080 shares; 2025Q4: 12,983 shares; 2026Q1: 15,314 shares; 2026Q2: 6,545 shares 6,545 $1.22M 0.11% -8,769 Timeline IDHQ 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: 24,649 shares; 2024Q4: 26,725 shares; 2025Q1: 27,194 shares; 2025Q2: 27,123 shares; 2025Q3: 28,197 shares; 2025Q4: 28,060 shares; 2026Q1: 27,757 shares; 2026Q2: 27,732 shares 27,732 $1.21M 0.1% -25 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: 1,797 shares; 2024Q4: 1,794 shares; 2025Q1: 1,657 shares; 2025Q2: 1,583 shares; 2025Q3: 1,633 shares; 2025Q4: 1,393 shares; 2026Q1: 1,431 shares; 2026Q2: 1,290 shares 1,290 $1.21M 0.1% -141 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: 9,702 shares; 2024Q4: 7,003 shares; 2025Q1: 7,236 shares; 2025Q2: 6,022 shares; 2025Q3: 7,187 shares; 2025Q4: 8,960 shares; 2026Q1: 8,197 shares; 2026Q2: 6,258 shares 6,258 $1.16M 0.1% -1,939 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: 45,297 shares; 2024Q4: 42,563 shares; 2025Q1: 39,817 shares; 2025Q2: 33,609 shares; 2025Q3: 40,152 shares; 2025Q4: 38,727 shares; 2026Q1: 36,739 shares; 2026Q2: 26,857 shares 26,857 $1.14M 0.1% -9,882 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: 4,684 shares; 2024Q4: 7,995 shares; 2025Q1: 9,397 shares; 2025Q2: 8,117 shares; 2025Q3: 11,255 shares; 2025Q4: 13,325 shares; 2026Q1: 14,231 shares; 2026Q2: 10,405 shares 10,405 $1.12M 0.1% -3,826 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,452 shares; 2024Q4: 12,435 shares; 2025Q1: 12,423 shares; 2025Q2: 12,352 shares; 2025Q3: 12,352 shares; 2025Q4: 12,231 shares; 2026Q1: 12,170 shares; 2026Q2: 12,117 shares 12,117 $1.1M 0.09% -53 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,774 shares; 2024Q4: 5,528 shares; 2025Q1: 5,509 shares; 2025Q2: 5,069 shares; 2025Q3: 5,068 shares; 2025Q4: 4,663 shares; 2026Q1: 4,604 shares; 2026Q2: 4,493 shares 4,493 $1.09M 0.09% -111 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: 17,322 shares; 2024Q4: 16,472 shares; 2025Q1: 16,248 shares; 2025Q2: 15,052 shares; 2025Q3: 16,267 shares; 2025Q4: 15,772 shares; 2026Q1: 16,270 shares; 2026Q2: 13,796 shares 13,796 $1.09M 0.09% -2,474 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 437 shares; 2025Q3: 762 shares; 2025Q4: 752 shares; 2026Q1: 758 shares; 2026Q2: 912 shares 912 $1.07M 0.09% +154 Timeline UDEC 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: 26,355 shares; 2024Q4: 26,355 shares; 2025Q1: 26,355 shares; 2025Q2: 25,530 shares; 2025Q3: 26,355 shares; 2025Q4: 26,189 shares; 2026Q1: 26,189 shares; 2026Q2: 25,364 shares 25,364 $1.06M 0.09% -825 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: 2,911 shares; 2024Q4: 2,863 shares; 2025Q1: 2,935 shares; 2025Q2: 2,854 shares; 2025Q3: 3,119 shares; 2025Q4: 3,081 shares; 2026Q1: 3,231 shares; 2026Q2: 2,952 shares 2,952 $1.04M 0.09% -279 Timeline XMAR 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: 24,325 shares; 2024Q4: 23,422 shares; 2025Q1: 23,422 shares; 2025Q2: 23,422 shares; 2025Q3: 24,822 shares; 2025Q4: 23,422 shares; 2026Q1: 23,422 shares; 2026Q2: 23,422 shares 23,422 $1M 0.09% 0 Timeline DWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,904 shares; 2024Q4: 15,789 shares; 2025Q1: 16,301 shares; 2025Q2: 14,994 shares; 2025Q3: 15,511 shares; 2025Q4: 13,816 shares; 2026Q1: 13,812 shares; 2026Q2: 13,616 shares 13,616 $997K 0.09% -196 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: 6,646 shares; 2024Q4: 6,518 shares; 2025Q1: 6,204 shares; 2025Q2: 5,226 shares; 2025Q3: 6,001 shares; 2025Q4: 7,301 shares; 2026Q1: 7,934 shares; 2026Q2: 7,648 shares 7,648 $989K 0.09% -286 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: 588 shares; 2024Q4: 735 shares; 2025Q1: 694 shares; 2025Q2: 636 shares; 2025Q3: 607 shares; 2025Q4: 752 shares; 2026Q1: 656 shares; 2026Q2: 772 shares 772 $926K 0.08% +116 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,957 shares; 2024Q4: 43,909 shares; 2025Q1: 39,360 shares; 2025Q2: 33,619 shares; 2025Q3: 32,323 shares; 2025Q4: 31,683 shares; 2026Q1: 28,515 shares; 2026Q2: 18,442 shares 18,442 $919K 0.08% -10,073 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: 2,218 shares; 2024Q4: 2,076 shares; 2025Q1: 1,755 shares; 2025Q2: 1,951 shares; 2025Q3: 2,529 shares; 2025Q4: 2,407 shares; 2026Q1: 2,579 shares; 2026Q2: 2,452 shares 2,452 $916K 0.08% -127 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,050 shares; 2025Q2: 969 shares; 2025Q3: 1,896 shares; 2025Q4: 2,202 shares; 2026Q1: 2,908 shares; 2026Q2: 2,360 shares 2,360 $913K 0.08% -548 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,374 shares; 2024Q4: 20,770 shares; 2025Q1: 20,746 shares; 2025Q2: 18,424 shares; 2025Q3: 20,568 shares; 2025Q4: 20,453 shares; 2026Q1: 20,353 shares; 2026Q2: 18,045 shares 18,045 $905K 0.08% -2,308 Timeline PXF 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: 9,730 shares; 2024Q4: 10,961 shares; 2025Q1: 11,235 shares; 2025Q2: 11,235 shares; 2025Q3: 11,795 shares; 2025Q4: 11,776 shares; 2026Q1: 11,670 shares; 2026Q2: 11,710 shares 11,710 $886K 0.08% +40 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: 5,638 shares; 2024Q4: 8,299 shares; 2025Q1: 10,034 shares; 2025Q2: 7,634 shares; 2025Q3: 9,916 shares; 2025Q4: 9,233 shares; 2026Q1: 8,979 shares; 2026Q2: 5,305 shares 5,305 $879K 0.08% -3,674 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: 4,690 shares; 2024Q4: 4,676 shares; 2025Q1: 4,679 shares; 2025Q2: 4,602 shares; 2025Q3: 4,694 shares; 2025Q4: 4,630 shares; 2026Q1: 4,797 shares; 2026Q2: 4,671 shares 4,671 $879K 0.08% -126 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,797 shares; 2024Q4: 7,564 shares; 2025Q1: 7,350 shares; 2025Q2: 7,066 shares; 2025Q3: 7,189 shares; 2025Q4: 6,050 shares; 2026Q1: 6,012 shares; 2026Q2: 5,953 shares 5,953 $872K 0.08% -59 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,790 shares; 2024Q4: 1,261 shares; 2025Q1: 1,304 shares; 2025Q2: 1,322 shares; 2025Q3: 1,319 shares; 2025Q4: 1,239 shares; 2026Q1: 1,276 shares; 2026Q2: 1,226 shares 1,226 $804K 0.07% -50 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,462 shares; 2024Q4: 17,449 shares; 2025Q1: 17,452 shares; 2025Q2: 17,052 shares; 2025Q3: 16,811 shares; 2025Q4: 14,448 shares; 2026Q1: 14,209 shares; 2026Q2: 14,098 shares 14,098 $797K 0.07% -111 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: 879 shares; 2024Q4: 846 shares; 2025Q1: 835 shares; 2025Q2: 803 shares; 2025Q3: 834 shares; 2025Q4: 796 shares; 2026Q1: 781 shares; 2026Q2: 779 shares 779 $788K 0.07% -2 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: 2,056 shares; 2024Q4: 2,318 shares; 2025Q1: 3,275 shares; 2025Q2: 3,396 shares; 2025Q3: 3,532 shares; 2025Q4: 2,930 shares; 2026Q1: 2,138 shares; 2026Q2: 2,047 shares 2,047 $754K 0.07% -91 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: 2,538 shares; 2024Q4: 2,402 shares; 2025Q1: 2,078 shares; 2025Q2: 2,048 shares; 2025Q3: 2,126 shares; 2025Q4: 2,775 shares; 2026Q1: 3,026 shares; 2026Q2: 3,184 shares 3,184 $753K 0.07% +158 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,810 shares; 2025Q1: 4,810 shares; 2025Q2: 4,424 shares; 2025Q3: 6,178 shares; 2025Q4: 8,331 shares; 2026Q1: 8,517 shares; 2026Q2: 7,818 shares 7,818 $742K 0.06% -699 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: 24,588 shares; 2024Q4: 23,623 shares; 2025Q1: 21,306 shares; 2025Q2: 17,582 shares; 2025Q3: 25,485 shares; 2025Q4: 16,768 shares; 2026Q1: 16,626 shares; 2026Q2: 15,240 shares 15,240 $734K 0.06% -1,386 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: 4,663 shares; 2024Q4: 4,664 shares; 2025Q1: 8,642 shares; 2025Q2: 8,605 shares; 2025Q3: 8,630 shares; 2025Q4: 8,614 shares; 2026Q1: 8,614 shares; 2026Q2: 8,560 shares 8,560 $707K 0.06% -54 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: 14,840 shares; 2024Q4: 22,159 shares; 2025Q1: 25,784 shares; 2025Q2: 22,252 shares; 2025Q3: 37,645 shares; 2025Q4: 39,957 shares; 2026Q1: 39,067 shares; 2026Q2: 29,381 shares 29,381 $707K 0.06% -9,686 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,962 shares; 2024Q4: 16,915 shares; 2025Q1: 16,118 shares; 2025Q2: 16,184 shares; 2025Q3: 15,901 shares; 2025Q4: 14,012 shares; 2026Q1: 14,314 shares; 2026Q2: 14,885 shares 14,885 $703K 0.06% +571 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,022 shares; 2024Q4: 8,023 shares; 2025Q1: 8,031 shares; 2025Q2: 7,240 shares; 2025Q3: 6,837 shares; 2025Q4: 6,706 shares; 2026Q1: 6,608 shares; 2026Q2: 5,919 shares 5,919 $695K 0.06% -689 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: 841 shares; 2024Q4: 1,590 shares; 2025Q1: 1,826 shares; 2025Q2: 1,905 shares; 2025Q3: 1,926 shares; 2025Q4: 1,815 shares; 2026Q1: 1,973 shares; 2026Q2: 2,018 shares 2,018 $688K 0.06% +45 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: 1,753 shares; 2024Q4: 1,584 shares; 2025Q1: 1,600 shares; 2025Q2: 1,611 shares; 2025Q3: 1,660 shares; 2025Q4: 1,768 shares; 2026Q1: 1,761 shares; 2026Q2: 7,787 shares 7,787 $671K 0.06% +6,026 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: 22,782 shares; 2024Q4: 23,231 shares; 2025Q1: 8,777 shares; 2025Q2: 8,578 shares; 2025Q3: 8,961 shares; 2025Q4: 8,830 shares; 2026Q1: 8,919 shares; 2026Q2: 8,007 shares 8,007 $655K 0.06% -912 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: 13,716 shares; 2024Q4: 13,323 shares; 2025Q1: 12,791 shares; 2025Q2: 12,880 shares; 2025Q3: 13,889 shares; 2025Q4: 13,160 shares; 2026Q1: 12,714 shares; 2026Q2: 12,216 shares 12,216 $655K 0.06% -498 Timeline FOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,049 shares; 2024Q4: 10,472 shares; 2025Q1: 10,472 shares; 2025Q2: 10,472 shares; 2025Q3: 10,472 shares; 2025Q4: 12,523 shares; 2026Q1: 12,523 shares; 2026Q2: 12,523 shares 12,523 $655K 0.06% 0 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,114 shares; 2024Q4: 3,914 shares; 2025Q1: 4,761 shares; 2025Q2: 6,243 shares; 2025Q3: not reported; 2025Q4: 6,466 shares; 2026Q1: 6,823 shares; 2026Q2: 11,606 shares 11,606 $652K 0.06% +4,783 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: 766 shares; 2024Q4: 615 shares; 2025Q1: 630 shares; 2025Q2: 606 shares; 2025Q3: 634 shares; 2025Q4: 634 shares; 2026Q1: 649 shares; 2026Q2: 5,394 shares 5,394 $645K 0.06% +4,745 Timeline AIA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,467 shares; 2024Q4: 5,457 shares; 2025Q1: 4,780 shares; 2025Q2: 4,483 shares; 2025Q3: 4,483 shares; 2025Q4: 4,487 shares; 2026Q1: 4,487 shares; 2026Q2: 4,488 shares 4,488 $636K 0.05% +1 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: 1,959 shares; 2024Q4: 2,039 shares; 2025Q1: 1,954 shares; 2025Q2: 1,963 shares; 2025Q3: 2,190 shares; 2025Q4: 1,990 shares; 2026Q1: 2,020 shares; 2026Q2: 7,546 shares 7,546 $608K 0.05% +5,526 Timeline SCHP 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: 5,566 shares; 2024Q4: 9,366 shares; 2025Q1: 9,366 shares; 2025Q2: 18,041 shares; 2025Q3: 18,198 shares; 2025Q4: 17,940 shares; 2026Q1: 23,034 shares; 2026Q2: 22,934 shares 22,934 $608K 0.05% -100 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: 5,340 shares; 2024Q4: 5,453 shares; 2025Q1: 5,395 shares; 2025Q2: 5,594 shares; 2025Q3: 5,822 shares; 2025Q4: 5,445 shares; 2026Q1: 5,323 shares; 2026Q2: 5,118 shares 5,118 $601K 0.05% -205 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,509 shares; 2025Q4: 16,547 shares; 2026Q1: 20,351 shares; 2026Q2: 18,929 shares 18,929 $600K 0.05% -1,422 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,704 shares; 2024Q4: 2,691 shares; 2025Q1: 2,652 shares; 2025Q2: 2,514 shares; 2025Q3: 2,514 shares; 2025Q4: 2,216 shares; 2026Q1: 2,016 shares; 2026Q2: 1,884 shares 1,884 $592K 0.05% -132 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,770 shares; 2024Q4: 2,737 shares; 2025Q1: 2,736 shares; 2025Q2: 2,692 shares; 2025Q3: 2,890 shares; 2025Q4: 2,743 shares; 2026Q1: 2,422 shares; 2026Q2: 2,371 shares 2,371 $575K 0.05% -51 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: 16,610 shares; 2024Q4: 16,251 shares; 2025Q1: 16,251 shares; 2025Q2: 16,251 shares; 2025Q3: 16,251 shares; 2025Q4: 16,251 shares; 2026Q1: 16,251 shares; 2026Q2: 16,251 shares 16,251 $566K 0.05% 0 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: 4,477 shares; 2024Q4: 4,407 shares; 2025Q1: 3,978 shares; 2025Q2: 3,898 shares; 2025Q3: 3,800 shares; 2025Q4: 3,059 shares; 2026Q1: 3,227 shares; 2026Q2: 2,980 shares 2,980 $565K 0.05% -247 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 776 shares; 2024Q4: 682 shares; 2025Q1: 726 shares; 2025Q2: 1,174 shares; 2025Q3: 1,309 shares; 2025Q4: 1,387 shares; 2026Q1: 1,319 shares; 2026Q2: 1,317 shares 1,317 $547K 0.05% -2 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,567 shares; 2024Q4: 5,296 shares; 2025Q1: 4,812 shares; 2025Q2: 4,708 shares; 2025Q3: 5,058 shares; 2025Q4: 4,980 shares; 2026Q1: 5,153 shares; 2026Q2: 4,695 shares 4,695 $536K 0.05% -458 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: 635 shares; 2024Q4: 638 shares; 2025Q1: 774 shares; 2025Q2: 581 shares; 2025Q3: 775 shares; 2025Q4: 556 shares; 2026Q1: 518 shares; 2026Q2: 495 shares 495 $528K 0.05% -23 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: 434,592 shares; 2024Q4: 433,406 shares; 2025Q1: 299,113 shares; 2025Q2: 324,598 shares; 2025Q3: 335,664 shares; 2025Q4: 350,006 shares; 2026Q1: 8,477 shares; 2026Q2: 7,249 shares 7,249 $524K 0.05% -1,228 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: 707 shares; 2024Q4: 688 shares; 2025Q1: 943 shares; 2025Q2: 868 shares; 2025Q3: 917 shares; 2025Q4: 7,868 shares; 2026Q1: 8,638 shares; 2026Q2: 7,195 shares 7,195 $514K 0.04% -1,443 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,865 shares; 2024Q4: 4,913 shares; 2025Q1: 4,841 shares; 2025Q2: 4,965 shares; 2025Q3: 4,814 shares; 2025Q4: 4,837 shares; 2026Q1: 4,725 shares; 2026Q2: 4,259 shares 4,259 $501K 0.04% -466 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: 4,885 shares; 2024Q4: 4,899 shares; 2025Q1: 4,865 shares; 2025Q2: 3,802 shares; 2025Q3: 5,400 shares; 2025Q4: 5,018 shares; 2026Q1: 5,465 shares; 2026Q2: 3,910 shares 3,910 $495K 0.04% -1,555 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,283 shares; 2024Q4: 18,825 shares; 2025Q1: 20,249 shares; 2025Q2: 17,678 shares; 2025Q3: 19,539 shares; 2025Q4: 19,405 shares; 2026Q1: 19,228 shares; 2026Q2: 11,886 shares 11,886 $493K 0.04% -7,342 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: 11,220 shares; 2024Q4: 11,242 shares; 2025Q1: 11,273 shares; 2025Q2: 11,244 shares; 2025Q3: 11,414 shares; 2025Q4: 9,965 shares; 2026Q1: 10,119 shares; 2026Q2: 9,912 shares 9,912 $490K 0.04% -207 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: 2,235 shares; 2024Q4: 2,235 shares; 2025Q1: 2,258 shares; 2025Q2: 1,865 shares; 2025Q3: 1,712 shares; 2025Q4: 1,674 shares; 2026Q1: 1,727 shares; 2026Q2: 1,625 shares 1,625 $488K 0.04% -102 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,143 shares; 2025Q1: 4,983 shares; 2025Q2: 3,362 shares; 2025Q3: 5,091 shares; 2025Q4: 5,091 shares; 2026Q1: 5,091 shares; 2026Q2: 4,765 shares 4,765 $487K 0.04% -326 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: 3,682 shares; 2024Q4: 3,766 shares; 2025Q1: 3,647 shares; 2025Q2: 2,933 shares; 2025Q3: 3,814 shares; 2025Q4: 3,369 shares; 2026Q1: 3,086 shares; 2026Q2: 1,934 shares 1,934 $487K 0.04% -1,152 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: 8,863 shares; 2024Q4: 10,164 shares; 2025Q1: 13,322 shares; 2025Q2: 14,378 shares; 2025Q3: 14,831 shares; 2025Q4: 16,794 shares; 2026Q1: 14,101 shares; 2026Q2: 14,591 shares 14,591 $486K 0.04% +490 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: 880 shares; 2024Q4: 1,321 shares; 2025Q1: 3,395 shares; 2025Q2: 2,214 shares; 2025Q3: 3,516 shares; 2025Q4: 2,612 shares; 2026Q1: 2,411 shares; 2026Q2: 1,717 shares 1,717 $484K 0.04% -694 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: 8,829 shares; 2024Q4: 6,642 shares; 2025Q1: 6,199 shares; 2025Q2: 6,138 shares; 2025Q3: 6,151 shares; 2025Q4: 6,122 shares; 2026Q1: 5,431 shares; 2026Q2: 4,639 shares 4,639 $480K 0.04% -792 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,536 shares; 2024Q4: 12,383 shares; 2025Q1: 10,949 shares; 2025Q2: 10,220 shares; 2025Q3: 10,581 shares; 2025Q4: 13,207 shares; 2026Q1: 15,091 shares; 2026Q2: 8,313 shares 8,313 $472K 0.04% -6,778 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,748 shares; 2024Q4: 11,765 shares; 2025Q1: 11,599 shares; 2025Q2: 11,835 shares; 2025Q3: 12,018 shares; 2025Q4: 10,477 shares; 2026Q1: 10,763 shares; 2026Q2: 10,511 shares 10,511 $468K 0.04% -252 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: 10,479 shares; 2024Q4: 10,536 shares; 2025Q1: 9,984 shares; 2025Q2: 10,156 shares; 2025Q3: 10,340 shares; 2025Q4: 10,464 shares; 2026Q1: 10,830 shares; 2026Q2: 10,583 shares 10,583 $448K 0.04% -247 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 746 shares; 2024Q4: 737 shares; 2025Q1: 737 shares; 2025Q2: 733 shares; 2025Q3: 747 shares; 2025Q4: 698 shares; 2026Q1: 644 shares; 2026Q2: 631 shares 631 $445K 0.04% -13 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: 3,063 shares; 2024Q4: 3,176 shares; 2025Q1: 3,632 shares; 2025Q2: 3,844 shares; 2025Q3: 3,399 shares; 2025Q4: 2,731 shares; 2026Q1: 2,721 shares; 2026Q2: 2,003 shares 2,003 $439K 0.04% -718 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,140 shares; 2025Q1: 2,385 shares; 2025Q2: 2,360 shares; 2025Q3: 2,393 shares; 2025Q4: 2,412 shares; 2026Q1: 3,079 shares; 2026Q2: 3,319 shares 3,319 $439K 0.04% +240 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: 1,510 shares; 2024Q4: 1,506 shares; 2025Q1: 1,208 shares; 2025Q2: 1,300 shares; 2025Q3: 1,503 shares; 2025Q4: 3,024 shares; 2026Q1: 2,980 shares; 2026Q2: 2,284 shares 2,284 $435K 0.04% -696 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,359 shares; 2024Q4: 2,400 shares; 2025Q1: 2,435 shares; 2025Q2: 1,415 shares; 2025Q3: 2,415 shares; 2025Q4: 2,418 shares; 2026Q1: 2,323 shares; 2026Q2: 1,195 shares 1,195 $433K 0.04% -1,128 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,358 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,591 shares; 2026Q1: 11,076 shares; 2026Q2: 14,038 shares 14,038 $430K 0.04% +2,962 Timeline USTB 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: 4,340 shares; 2024Q4: 5,985 shares; 2025Q1: 5,596 shares; 2025Q2: 5,620 shares; 2025Q3: 5,760 shares; 2025Q4: 7,479 shares; 2026Q1: 7,807 shares; 2026Q2: 8,370 shares 8,370 $424K 0.04% +563 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,354 shares; 2024Q4: 3,196 shares; 2025Q1: 3,222 shares; 2025Q2: 2,801 shares; 2025Q3: 2,575 shares; 2025Q4: 2,227 shares; 2026Q1: 2,167 shares; 2026Q2: 2,140 shares 2,140 $423K 0.04% -27 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,508 shares; 2025Q4: 5,703 shares; 2026Q1: 6,837 shares; 2026Q2: 5,549 shares 5,549 $421K 0.04% -1,288 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 reported; 2024Q4: 2,737 shares; 2025Q1: 8,907 shares; 2025Q2: 8,907 shares; 2025Q3: 4,534 shares; 2025Q4: 4,534 shares; 2026Q1: 4,534 shares; 2026Q2: 4,534 shares 4,534 $415K 0.04% 0 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,234 shares; 2024Q4: 12,963 shares; 2025Q1: 12,793 shares; 2025Q2: 11,305 shares; 2025Q3: 10,877 shares; 2025Q4: 10,827 shares; 2026Q1: 10,745 shares; 2026Q2: 9,270 shares 9,270 $415K 0.04% -1,475 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: 7,427 shares; 2024Q4: 6,663 shares; 2025Q1: 6,274 shares; 2025Q2: 5,692 shares; 2025Q3: 5,448 shares; 2025Q4: 4,738 shares; 2026Q1: 4,730 shares; 2026Q2: 4,478 shares 4,478 $413K 0.04% -252 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,720 shares; 2024Q4: 13,462 shares; 2025Q1: 13,462 shares; 2025Q2: 9,633 shares; 2025Q3: 13,270 shares; 2025Q4: 12,364 shares; 2026Q1: 12,276 shares; 2026Q2: 8,103 shares 8,103 $410K 0.04% -4,173 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,243 shares; 2024Q4: 11,406 shares; 2025Q1: 10,363 shares; 2025Q2: 10,532 shares; 2025Q3: 10,732 shares; 2025Q4: 10,834 shares; 2026Q1: 11,905 shares; 2026Q2: 11,641 shares 11,641 $408K 0.04% -264 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,877 shares 2,877 $402K 0.03% new Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,059 shares; 2024Q4: 1,058 shares; 2025Q1: 1,030 shares; 2025Q2: 1,047 shares; 2025Q3: 1,131 shares; 2025Q4: 1,037 shares; 2026Q1: 1,035 shares; 2026Q2: 1,071 shares 1,071 $397K 0.03% +36 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,776 shares 3,776 $393K 0.03% new Timeline FAUG 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: 8,279 shares; 2024Q4: 8,279 shares; 2025Q1: 8,279 shares; 2025Q2: 6,915 shares; 2025Q3: 6,915 shares; 2025Q4: 6,915 shares; 2026Q1: 6,915 shares; 2026Q2: 6,915 shares 6,915 $391K 0.03% 0 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: 13,292 shares; 2024Q4: 13,299 shares; 2025Q1: 13,292 shares; 2025Q2: 10,182 shares; 2025Q3: 12,216 shares; 2025Q4: 12,225 shares; 2026Q1: 11,059 shares; 2026Q2: 7,326 shares 7,326 $384K 0.03% -3,733 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,006 shares; 2026Q1: 7,282 shares; 2026Q2: 6,383 shares 6,383 $384K 0.03% -899 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 296,415 shares; 2024Q4: 313,161 shares; 2025Q1: 344,282 shares; 2025Q2: 145,275 shares; 2025Q3: 149,399 shares; 2025Q4: 155,179 shares; 2026Q1: 13,466 shares; 2026Q2: 12,895 shares 12,895 $377K 0.03% -571 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,365 shares; 2024Q4: 3,365 shares; 2025Q1: 3,366 shares; 2025Q2: 3,095 shares; 2025Q3: 3,371 shares; 2025Q4: 3,255 shares; 2026Q1: 2,925 shares; 2026Q2: 2,826 shares 2,826 $372K 0.03% -99 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: 3,599 shares; 2024Q4: 3,596 shares; 2025Q1: 3,606 shares; 2025Q2: 3,136 shares; 2025Q3: 3,029 shares; 2025Q4: 2,934 shares; 2026Q1: 2,445 shares; 2026Q2: 2,421 shares 2,421 $359K 0.03% -24 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,864 shares; 2026Q2: 4,964 shares 4,964 $354K 0.03% +100 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 201 shares; 2025Q4: 175 shares; 2026Q1: 145 shares; 2026Q2: 1,169 shares 1,169 $353K 0.03% +1,024 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: 7,727 shares; 2024Q4: 7,444 shares; 2025Q1: 7,444 shares; 2025Q2: 5,564 shares; 2025Q3: 8,003 shares; 2025Q4: 7,561 shares; 2026Q1: 7,485 shares; 2026Q2: 6,477 shares 6,477 $351K 0.03% -1,008 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: 2,423 shares; 2024Q4: 2,339 shares; 2025Q1: 2,756 shares; 2025Q2: 2,813 shares; 2025Q3: 2,621 shares; 2025Q4: 2,601 shares; 2026Q1: 2,685 shares; 2026Q2: 2,543 shares 2,543 $350K 0.03% -142 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,233 shares; 2025Q4: 1,234 shares; 2026Q1: 1,236 shares; 2026Q2: 1,124 shares 1,124 $340K 0.03% -112 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,967 shares; 2024Q4: 11,967 shares; 2025Q1: 11,967 shares; 2025Q2: 10,997 shares; 2025Q3: 11,967 shares; 2025Q4: 11,967 shares; 2026Q1: 11,967 shares; 2026Q2: 10,997 shares 10,997 $339K 0.03% -970 Timeline SNOV 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: 12,039 shares; 2024Q4: 14,006 shares; 2025Q1: 13,562 shares; 2025Q2: 13,562 shares; 2025Q3: 13,562 shares; 2025Q4: 13,562 shares; 2026Q1: 13,562 shares; 2026Q2: 12,363 shares 12,363 $335K 0.03% -1,199 Timeline PYZ 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: 3,116 shares; 2024Q4: 3,116 shares; 2025Q1: 2,971 shares; 2025Q2: 2,943 shares; 2025Q3: 2,972 shares; 2025Q4: 2,972 shares; 2026Q1: 2,677 shares; 2026Q2: 2,648 shares 2,648 $333K 0.03% -29 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: 895 shares; 2024Q4: 907 shares; 2025Q1: 960 shares; 2025Q2: 897 shares; 2025Q3: 1,183 shares; 2025Q4: 1,060 shares; 2026Q1: 710 shares; 2026Q2: 482 shares 482 $331K 0.03% -228 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: 799 shares; 2024Q4: 749 shares; 2025Q1: 791 shares; 2025Q2: 781 shares; 2025Q3: 749 shares; 2025Q4: 652 shares; 2026Q1: 602 shares; 2026Q2: 638 shares 638 $328K 0.03% +36 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,751 shares 6,751 $324K 0.03% new Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,407 shares; 2024Q4: 1,391 shares; 2025Q1: 1,359 shares; 2025Q2: 839 shares; 2025Q3: 1,230 shares; 2025Q4: 1,161 shares; 2026Q1: 1,010 shares; 2026Q2: 635 shares 635 $324K 0.03% -375 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 reported; 2024Q4: not reported; 2025Q1: 1,962 shares; 2025Q2: not reported; 2025Q3: 3,787 shares; 2025Q4: 1,904 shares; 2026Q1: 3,577 shares; 2026Q2: 2,332 shares 2,332 $319K 0.03% -1,245 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,312 shares; 2025Q2: 4,866 shares; 2025Q3: 5,740 shares; 2025Q4: 5,686 shares; 2026Q1: 4,779 shares; 2026Q2: 4,645 shares 4,645 $316K 0.03% -134 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 726 shares 726 $315K 0.03% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,499 shares 8,499 $312K 0.03% new Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,385 shares; 2024Q4: 6,372 shares; 2025Q1: 6,635 shares; 2025Q2: 3,479 shares; 2025Q3: 7,834 shares; 2025Q4: 7,702 shares; 2026Q1: 7,111 shares; 2026Q2: 3,338 shares 3,338 $312K 0.03% -3,773 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: 1,452 shares; 2024Q4: 1,452 shares; 2025Q1: 1,452 shares; 2025Q2: 1,236 shares; 2025Q3: 1,227 shares; 2025Q4: 1,174 shares; 2026Q1: 1,128 shares; 2026Q2: 1,042 shares 1,042 $312K 0.03% -86 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: 5,945 shares; 2024Q4: 6,001 shares; 2025Q1: 6,094 shares; 2025Q2: 4,329 shares; 2025Q3: 4,924 shares; 2025Q4: 4,109 shares; 2026Q1: 2,627 shares; 2026Q2: 2,071 shares 2,071 $304K 0.03% -556 Timeline JHSC JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,127 shares; 2026Q2: 6,127 shares 6,127 $298K 0.03% 0 Timeline IVOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 145,275 shares; 2024Q4: 146,110 shares; 2025Q1: 161,713 shares; 2025Q2: 143,862 shares; 2025Q3: 148,679 shares; 2025Q4: 134,235 shares; 2026Q1: 2,545 shares; 2026Q2: 2,021 shares 2,021 $296K 0.03% -524 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 reported; 2024Q4: not reported; 2025Q1: 2,947 shares; 2025Q2: 2,610 shares; 2025Q3: 2,812 shares; 2025Q4: 2,589 shares; 2026Q1: 2,412 shares; 2026Q2: 2,084 shares 2,084 $292K 0.03% -328 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: 3,858 shares; 2024Q4: 4,099 shares; 2025Q1: 4,589 shares; 2025Q2: 4,336 shares; 2025Q3: 4,712 shares; 2025Q4: 4,536 shares; 2026Q1: 4,049 shares; 2026Q2: 3,924 shares 3,924 $288K 0.02% -125 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 reported; 2024Q4: not reported; 2025Q1: 1,050 shares; 2025Q2: 1,383 shares; 2025Q3: 1,388 shares; 2025Q4: 1,814 shares; 2026Q1: 1,610 shares; 2026Q2: 1,263 shares 1,263 $287K 0.02% -347 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,819 shares; 2024Q4: 2,819 shares; 2025Q1: 2,779 shares; 2025Q2: 2,751 shares; 2025Q3: 2,855 shares; 2025Q4: 2,626 shares; 2026Q1: 2,626 shares; 2026Q2: 2,598 shares 2,598 $286K 0.02% -28 Timeline DAUG 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: 6,080 shares; 2024Q4: 6,080 shares; 2025Q1: 6,080 shares; 2025Q2: 6,080 shares; 2025Q3: 6,080 shares; 2025Q4: 6,080 shares; 2026Q1: 6,080 shares; 2026Q2: 6,080 shares 6,080 $285K 0.02% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,779 shares; 2024Q4: 4,817 shares; 2025Q1: 5,048 shares; 2025Q2: 4,390 shares; 2025Q3: 4,349 shares; 2025Q4: 4,436 shares; 2026Q1: 4,373 shares; 2026Q2: 2,912 shares 2,912 $282K 0.02% -1,461 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 141 shares 141 $281K 0.02% new Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 571 shares; 2024Q4: 570 shares; 2025Q1: 540 shares; 2025Q2: 540 shares; 2025Q3: 536 shares; 2025Q4: 543 shares; 2026Q1: 540 shares; 2026Q2: 547 shares 547 $279K 0.02% +7 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,814 shares; 2024Q4: 1,810 shares; 2025Q1: 1,810 shares; 2025Q2: 1,811 shares; 2025Q3: 1,549 shares; 2025Q4: 1,496 shares; 2026Q1: 1,496 shares; 2026Q2: 1,496 shares 1,496 $277K 0.02% 0 Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,980 shares; 2024Q4: 9,980 shares; 2025Q1: 9,980 shares; 2025Q2: 10,022 shares; 2025Q3: 10,151 shares; 2025Q4: 10,318 shares; 2026Q1: 10,392 shares; 2026Q2: 10,508 shares 10,508 $269K 0.02% +116 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,581 shares 1,581 $267K 0.02% new Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,304 shares; 2024Q4: 1,304 shares; 2025Q1: 1,267 shares; 2025Q2: 1,266 shares; 2025Q3: 1,346 shares; 2025Q4: 1,192 shares; 2026Q1: 1,216 shares; 2026Q2: 1,220 shares 1,220 $267K 0.02% +4 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,196 shares; 2024Q4: 4,139 shares; 2025Q1: 4,166 shares; 2025Q2: 4,146 shares; 2025Q3: 4,184 shares; 2025Q4: 3,998 shares; 2026Q1: 3,504 shares; 2026Q2: 1,681 shares 1,681 $264K 0.02% -1,823 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,837 shares; 2026Q1: 4,753 shares; 2026Q2: 3,083 shares 3,083 $264K 0.02% -1,670 Timeline BIV 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: 2,679 shares; 2024Q4: 2,679 shares; 2025Q1: 2,679 shares; 2025Q2: 2,679 shares; 2025Q3: 2,679 shares; 2025Q4: 2,679 shares; 2026Q1: 3,436 shares; 2026Q2: 3,436 shares 3,436 $264K 0.02% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,202 shares 1,202 $262K 0.02% new Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,594 shares; 2024Q4: 1,595 shares; 2025Q1: 1,632 shares; 2025Q2: 960 shares; 2025Q3: 1,521 shares; 2025Q4: 1,501 shares; 2026Q1: 1,993 shares; 2026Q2: 827 shares 827 $261K 0.02% -1,166 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,150 shares; 2024Q4: 2,892 shares; 2025Q1: 2,892 shares; 2025Q2: 2,684 shares; 2025Q3: 3,075 shares; 2025Q4: 2,826 shares; 2026Q1: 2,812 shares; 2026Q2: 2,673 shares 2,673 $256K 0.02% -139 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,305 shares; 2025Q1: 11,555 shares; 2025Q2: 11,465 shares; 2025Q3: 11,555 shares; 2025Q4: 17,175 shares; 2026Q1: 17,175 shares; 2026Q2: 16,901 shares 16,901 $254K 0.02% -274 Timeline IVOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 177,407 shares; 2024Q4: 177,186 shares; 2025Q1: 186,696 shares; 2025Q2: 169,788 shares; 2025Q3: 175,614 shares; 2025Q4: 158,928 shares; 2026Q1: 2,787 shares; 2026Q2: 2,216 shares 2,216 $253K 0.02% -571 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 533 shares; 2025Q4: 605 shares; 2026Q1: 505 shares; 2026Q2: 2,020 shares 2,020 $251K 0.02% +1,515 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,662 shares; 2025Q3: 1,680 shares; 2025Q4: 2,459 shares; 2026Q1: 2,324 shares; 2026Q2: 1,648 shares 1,648 $250K 0.02% -676 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 107 shares; 2026Q1: 126 shares; 2026Q2: 146 shares 146 $248K 0.02% +20 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,195 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,875 shares 3,875 $247K 0.02% new Timeline DBEM DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,749 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,268 shares; 2026Q2: 5,998 shares 5,998 $246K 0.02% -270 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: 3,791 shares; 2024Q4: 3,606 shares; 2025Q1: 3,608 shares; 2025Q2: 2,914 shares; 2025Q3: 2,939 shares; 2025Q4: 3,115 shares; 2026Q1: 2,935 shares; 2026Q2: 2,679 shares 2,679 $243K 0.02% -256 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 785 shares; 2024Q4: 785 shares; 2025Q1: 525 shares; 2025Q2: 475 shares; 2025Q3: 524 shares; 2025Q4: 462 shares; 2026Q1: 462 shares; 2026Q2: 462 shares 462 $242K 0.02% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,437 shares; 2025Q3: 4,437 shares; 2025Q4: 4,437 shares; 2026Q1: 4,437 shares; 2026Q2: 4,437 shares 4,437 $242K 0.02% 0 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: 3,899 shares; 2024Q4: 1,707 shares; 2025Q1: 1,269 shares; 2025Q2: 1,288 shares; 2025Q3: 1,826 shares; 2025Q4: 1,247 shares; 2026Q1: 1,253 shares; 2026Q2: 1,114 shares 1,114 $241K 0.02% -139 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,274 shares; 2024Q4: 4,708 shares; 2025Q1: 4,690 shares; 2025Q2: 4,811 shares; 2025Q3: 5,074 shares; 2025Q4: 4,468 shares; 2026Q1: 3,860 shares; 2026Q2: 3,840 shares 3,840 $234K 0.02% -20 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: 3,805 shares; 2024Q4: 3,655 shares; 2025Q1: 3,641 shares; 2025Q2: 3,172 shares; 2025Q3: 3,493 shares; 2025Q4: 6,461 shares; 2026Q1: 6,616 shares; 2026Q2: 4,394 shares 4,394 $233K 0.02% -2,222 Timeline UAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,473 shares; 2025Q4: 5,473 shares; 2026Q1: 5,473 shares; 2026Q2: 5,473 shares 5,473 $230K 0.02% 0 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,769 shares; 2024Q4: 6,091 shares; 2025Q1: 5,846 shares; 2025Q2: 5,846 shares; 2025Q3: 5,846 shares; 2025Q4: 5,846 shares; 2026Q1: 5,679 shares; 2026Q2: 5,679 shares 5,679 $229K 0.02% 0 Timeline XSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,005 shares; 2025Q3: 5,005 shares; 2025Q4: 5,005 shares; 2026Q1: 5,005 shares; 2026Q2: 5,005 shares 5,005 $222K 0.02% 0 Timeline UCON 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: 19,263 shares; 2024Q4: 17,542 shares; 2025Q1: 11,029 shares; 2025Q2: 11,011 shares; 2025Q3: 10,783 shares; 2025Q4: 9,293 shares; 2026Q1: 9,121 shares; 2026Q2: 8,830 shares 8,830 $220K 0.02% -291 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,035 shares; 2025Q1: 4,367 shares; 2025Q2: 2,867 shares; 2025Q3: 4,367 shares; 2025Q4: 2,712 shares; 2026Q1: not reported; 2026Q2: 1,603 shares 1,603 $219K 0.02% new 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: 948 shares; 2024Q4: 948 shares; 2025Q1: 925 shares; 2025Q2: 933 shares; 2025Q3: 1,063 shares; 2025Q4: 697 shares; 2026Q1: 696 shares; 2026Q2: 643 shares 643 $218K 0.02% -53 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,580 shares 1,580 $216K 0.02% new Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,452 shares; 2024Q4: 4,452 shares; 2025Q1: 4,452 shares; 2025Q2: 4,452 shares; 2025Q3: 4,452 shares; 2025Q4: 7,094 shares; 2026Q1: 4,452 shares; 2026Q2: 4,452 shares 4,452 $214K 0.02% 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 494 shares 494 $213K 0.02% 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,802 shares 1,802 $211K 0.02% new Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,194 shares 1,194 $211K 0.02% new Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,140 shares; 2024Q4: 1,140 shares; 2025Q1: 1,103 shares; 2025Q2: 1,103 shares; 2025Q3: 951 shares; 2025Q4: not reported; 2026Q1: 934 shares; 2026Q2: 934 shares 934 $211K 0.02% 0 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,553 shares 2,553 $210K 0.02% new Timeline UAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,919 shares 5,919 $208K 0.02% 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,326 shares 1,326 $208K 0.02% new Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,145 shares; 2025Q3: 2,088 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,850 shares 2,850 $206K 0.02% new Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,774 shares; 2025Q3: not reported; 2025Q4: 1,781 shares; 2026Q1: 1,781 shares; 2026Q2: 1,780 shares 1,780 $205K 0.02% -1 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,131 shares; 2025Q3: 1,136 shares; 2025Q4: 1,006 shares; 2026Q1: not reported; 2026Q2: 1,068 shares 1,068 $204K 0.02% new Timeline TBLU TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,947 shares; 2025Q4: 3,947 shares; 2026Q1: not reported; 2026Q2: 3,947 shares 3,947 $204K 0.02% new Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,003 shares; 2024Q4: 988 shares; 2025Q1: 956 shares; 2025Q2: 861 shares; 2025Q3: 1,055 shares; 2025Q4: 898 shares; 2026Q1: 850 shares; 2026Q2: 740 shares 740 $200K 0.02% -110 Timeline JMIA JUMIA TECHNOLOGIES AG More: the full row for JUMIA TECHNOLOGIES AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 16,395 shares; 2025Q1: 31,020 shares; 2025Q2: 31,020 shares; 2025Q3: 14,500 shares; 2025Q4: 14,500 shares; 2026Q1: 18,075 shares; 2026Q2: 24,515 shares 24,515 $173K 0.01% +6,440 Timeline ONDS ONDAS INC More: the full row for ONDAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,033 shares; 2025Q2: 15,033 shares; 2025Q3: 15,033 shares; 2025Q4: 15,033 shares; 2026Q1: 15,033 shares; 2026Q2: 12,314 shares 12,314 $101K 0.01% -2,719 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,714 shares; 2024Q4: 24,714 shares; 2025Q1: 24,714 shares; 2025Q2: 24,618 shares; 2025Q3: 26,142 shares; 2025Q4: 25,656 shares; 2026Q1: 14,478 shares; 2026Q2: 13,973 shares 13,973 $81.5K 0.01% -505 Timeline CRON CRONOS GROUP INC More: the full row for CRONOS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,700 shares; 2026Q1: 10,700 shares; 2026Q2: 10,700 shares 10,700 $29.7K <0.01% 0 Timeline CGC CANOPY GROWTH CORPORATION More: the full row for CANOPY GROWTH CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,021 shares; 2026Q1: 26,009 shares; 2026Q2: 26,009 shares 26,009 $24.7K <0.01% 0 Timeline