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: 720,927 shares; 2024Q4: 720,483 shares; 2025Q1: 714,500 shares; 2025Q2: 726,076 shares; 2025Q3: 760,050 shares; 2025Q4: 766,923 shares; 2026Q1: 766,031 shares; 2026Q2: 783,367 shares 783,367 $68.8M 20.26% +17,336 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: 139,643 shares; 2024Q4: 153,148 shares; 2025Q1: 181,580 shares; 2025Q2: 186,910 shares; 2025Q3: 348,445 shares; 2025Q4: 357,074 shares; 2026Q1: 362,140 shares; 2026Q2: 376,288 shares 376,288 $30.5M 8.98% +14,148 Timeline DUSA DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL 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: 406,556 shares; 2026Q2: 459,277 shares 459,277 $25.8M 7.59% +52,721 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,730 shares; 2024Q4: 47,029 shares; 2025Q1: 46,982 shares; 2025Q2: 47,410 shares; 2025Q3: 48,391 shares; 2025Q4: 48,750 shares; 2026Q1: 49,157 shares; 2026Q2: 250,832 shares 250,832 $22.1M 6.49% +201,675 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 88,175 shares; 2025Q2: 152,228 shares; 2025Q3: 163,978 shares; 2025Q4: 168,777 shares; 2026Q1: 171,903 shares; 2026Q2: 184,808 shares 184,808 $19.2M 5.65% +12,905 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: 385,718 shares; 2024Q4: 422,023 shares; 2025Q1: 486,109 shares; 2025Q2: 489,668 shares; 2025Q3: 500,800 shares; 2025Q4: 495,203 shares; 2026Q1: 502,310 shares; 2026Q2: 517,844 shares 517,844 $19.2M 5.64% +15,534 Timeline FDD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 747,517 shares; 2025Q3: 828,001 shares; 2025Q4: 874,012 shares; 2026Q1: 893,463 shares; 2026Q2: 958,425 shares 958,425 $17.8M 5.23% +64,962 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: not reported; 2025Q4: not reported; 2026Q1: 52,737 shares; 2026Q2: 55,775 shares 55,775 $16.9M 4.97% +3,038 Timeline CLOA 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 reported; 2024Q4: not reported; 2025Q1: 5,871 shares; 2025Q2: 6,546 shares; 2025Q3: 7,868 shares; 2025Q4: 139,782 shares; 2026Q1: 148,631 shares; 2026Q2: 164,802 shares 164,802 $8.55M 2.52% +16,171 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: 35,003 shares; 2024Q4: 35,003 shares; 2025Q1: 33,426 shares; 2025Q2: 31,104 shares; 2025Q3: 28,176 shares; 2025Q4: 28,086 shares; 2026Q1: 29,558 shares; 2026Q2: 29,071 shares 29,071 $8.41M 2.48% -487 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: 3,113 shares; 2024Q4: 3,113 shares; 2025Q1: 3,003 shares; 2025Q2: 2,888 shares; 2025Q3: 2,863 shares; 2025Q4: 2,863 shares; 2026Q1: 2,843 shares; 2026Q2: 27,430 shares 27,430 $8.28M 2.44% +24,587 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 243,311 shares; 2026Q1: 264,042 shares; 2026Q2: 295,750 shares 295,750 $7.84M 2.31% +31,708 Timeline DSTL 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: 479,655 shares; 2024Q4: 477,723 shares; 2025Q1: 474,470 shares; 2025Q2: 474,625 shares; 2025Q3: 488,578 shares; 2025Q4: 496,841 shares; 2026Q1: 165,443 shares; 2026Q2: 129,051 shares 129,051 $7.73M 2.27% -36,392 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 95,726 shares; 2025Q4: 99,984 shares; 2026Q1: 102,969 shares; 2026Q2: 111,806 shares 111,806 $7.55M 2.22% +8,837 Timeline GOLY STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 239,803 shares; 2025Q2: 252,653 shares; 2025Q3: 262,225 shares; 2025Q4: 280,211 shares; 2026Q1: 279,882 shares; 2026Q2: 296,021 shares 296,021 $7.44M 2.19% +16,139 Timeline KAPR 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: 171,828 shares; 2024Q4: not reported; 2025Q1: 143,675 shares; 2025Q2: 138,890 shares; 2025Q3: 134,119 shares; 2025Q4: 131,097 shares; 2026Q1: 129,673 shares; 2026Q2: 121,332 shares 121,332 $4.83M 1.42% -8,341 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: 276,901 shares; 2024Q4: 270,625 shares; 2025Q1: 253,478 shares; 2025Q2: 252,310 shares; 2025Q3: 88,714 shares; 2025Q4: 80,669 shares; 2026Q1: 79,311 shares; 2026Q2: 71,550 shares 71,550 $4.45M 1.31% -7,761 Timeline GFEB 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: 118,703 shares; 2024Q4: 117,872 shares; 2025Q1: 115,516 shares; 2025Q2: 113,961 shares; 2025Q3: 109,421 shares; 2025Q4: 107,825 shares; 2026Q1: 114,605 shares; 2026Q2: 96,699 shares 96,699 $4.26M 1.25% -17,906 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: 137,971 shares; 2024Q4: 142,402 shares; 2025Q1: 129,917 shares; 2025Q2: 127,776 shares; 2025Q3: 127,466 shares; 2025Q4: 126,168 shares; 2026Q1: 135,096 shares; 2026Q2: 111,899 shares 111,899 $4.17M 1.23% -23,197 Timeline PTNQ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 212,795 shares; 2024Q4: 212,178 shares; 2025Q1: 214,785 shares; 2025Q2: 219,653 shares; 2025Q3: 50,782 shares; 2025Q4: 48,795 shares; 2026Q1: 48,029 shares; 2026Q2: 45,505 shares 45,505 $4.03M 1.19% -2,524 Timeline PTMC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 515,479 shares; 2024Q4: 514,158 shares; 2025Q1: 432,246 shares; 2025Q2: 280,673 shares; 2025Q3: 97,946 shares; 2025Q4: 87,569 shares; 2026Q1: 84,890 shares; 2026Q2: 78,766 shares 78,766 $3.29M 0.97% -6,124 Timeline PSFF 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: 199,182 shares; 2024Q4: 194,437 shares; 2025Q1: 139,615 shares; 2025Q2: 129,774 shares; 2025Q3: 96,222 shares; 2025Q4: 100,311 shares; 2026Q1: 95,514 shares; 2026Q2: 93,739 shares 93,739 $3.22M 0.95% -1,775 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,819 shares; 2024Q4: 26,284 shares; 2025Q1: 27,670 shares; 2025Q2: 30,025 shares; 2025Q3: 32,681 shares; 2025Q4: 31,434 shares; 2026Q1: 31,876 shares; 2026Q2: 32,227 shares 32,227 $3.15M 0.93% +351 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: 4,201 shares; 2024Q4: 4,201 shares; 2025Q1: 4,488 shares; 2025Q2: 5,471 shares; 2025Q3: 5,471 shares; 2025Q4: 5,462 shares; 2026Q1: 5,462 shares; 2026Q2: 5,462 shares 5,462 $2.02M 0.59% 0 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: 2,088 shares; 2024Q4: 2,088 shares; 2025Q1: 2,162 shares; 2025Q2: 2,124 shares; 2025Q3: 3,852 shares; 2025Q4: 3,858 shares; 2026Q1: 8,876 shares; 2026Q2: 9,090 shares 9,090 $1.82M 0.54% +214 Timeline NJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,252 shares; 2024Q4: 42,482 shares; 2025Q1: 27,496 shares; 2025Q2: 26,597 shares; 2025Q3: 22,733 shares; 2025Q4: 22,733 shares; 2026Q1: 22,733 shares; 2026Q2: 22,250 shares 22,250 $1.72M 0.51% -483 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: 2,793 shares; 2024Q4: 2,846 shares; 2025Q1: 2,938 shares; 2025Q2: 2,851 shares; 2025Q3: 3,168 shares; 2025Q4: 3,162 shares; 2026Q1: 3,143 shares; 2026Q2: 3,639 shares 3,639 $1.36M 0.4% +496 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,319 shares; 2025Q4: 23,983 shares; 2026Q1: 1,793 shares; 2026Q2: 1,793 shares 1,793 $1.32M 0.39% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,004 shares; 2026Q2: 3,491 shares 3,491 $1.32M 0.39% -513 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: 1,737 shares; 2024Q4: 1,737 shares; 2025Q1: 1,736 shares; 2025Q2: 1,737 shares; 2025Q3: 1,737 shares; 2025Q4: 1,737 shares; 2026Q1: 1,737 shares; 2026Q2: 1,757 shares 1,757 $1.27M 0.37% +20 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: 4,151 shares; 2024Q4: 4,351 shares; 2025Q1: 4,680 shares; 2025Q2: 4,622 shares; 2025Q3: 4,982 shares; 2025Q4: 4,788 shares; 2026Q1: 4,898 shares; 2026Q2: 5,179 shares 5,179 $1.23M 0.36% +281 Timeline KJUL 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: 56,527 shares; 2024Q4: 646,392 shares; 2025Q1: 51,838 shares; 2025Q2: 49,186 shares; 2025Q3: 37,282 shares; 2025Q4: 35,832 shares; 2026Q1: 35,065 shares; 2026Q2: 34,222 shares 34,222 $1.16M 0.34% -843 Timeline PJUL 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: 33,000 shares; 2024Q4: 32,972 shares; 2025Q1: 28,545 shares; 2025Q2: 27,755 shares; 2025Q3: 24,374 shares; 2025Q4: 24,374 shares; 2026Q1: 24,374 shares; 2026Q2: 23,505 shares 23,505 $1.15M 0.34% -869 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,008 shares; 2025Q4: 2,008 shares; 2026Q1: 2,105 shares; 2026Q2: 2,942 shares 2,942 $1.05M 0.31% +837 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: 2,152 shares; 2024Q4: 2,802 shares; 2025Q1: 2,315 shares; 2025Q2: 2,351 shares; 2025Q3: 2,256 shares; 2025Q4: 2,253 shares; 2026Q1: 2,249 shares; 2026Q2: 2,830 shares 2,830 $1M 0.29% +581 Timeline IAPR 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: 39,390 shares; 2024Q4: 37,988 shares; 2025Q1: 34,898 shares; 2025Q2: 34,091 shares; 2025Q3: 28,482 shares; 2025Q4: 28,482 shares; 2026Q1: 28,482 shares; 2026Q2: 28,482 shares 28,482 $946K 0.28% 0 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,563 shares; 2025Q2: 14,504 shares; 2025Q3: 15,478 shares; 2025Q4: 16,396 shares; 2026Q1: 16,396 shares; 2026Q2: 16,396 shares 16,396 $892K 0.26% 0 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: 6,366 shares; 2025Q4: 6,366 shares; 2026Q1: 6,366 shares; 2026Q2: 6,366 shares 6,366 $889K 0.26% 0 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: 1,016 shares; 2024Q4: 1,016 shares; 2025Q1: 1,083 shares; 2025Q2: 1,078 shares; 2025Q3: 1,129 shares; 2025Q4: 1,129 shares; 2026Q1: 1,203 shares; 2026Q2: 1,546 shares 1,546 $871K 0.26% +343 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: 3,672 shares; 2024Q4: 3,672 shares; 2025Q1: 3,687 shares; 2025Q2: 3,687 shares; 2025Q3: 3,759 shares; 2025Q4: 3,759 shares; 2026Q1: 4,187 shares; 2026Q2: 4,826 shares 4,826 $800K 0.24% +639 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,498 shares; 2026Q1: 16,498 shares; 2026Q2: 13,715 shares 13,715 $730K 0.21% -2,783 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 reported; 2024Q4: not reported; 2025Q1: 15,407 shares; 2025Q2: 14,738 shares; 2025Q3: 16,705 shares; 2025Q4: 16,744 shares; 2026Q1: 16,543 shares; 2026Q2: 15,721 shares 15,721 $617K 0.18% -822 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: 812 shares; 2024Q4: 815 shares; 2025Q1: 820 shares; 2025Q2: 820 shares; 2025Q3: 876 shares; 2025Q4: 827 shares; 2026Q1: 830 shares; 2026Q2: 832 shares 832 $572K 0.17% +2 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: 1,436 shares; 2024Q4: 1,316 shares; 2025Q1: 1,328 shares; 2025Q2: 1,316 shares; 2025Q3: 1,341 shares; 2025Q4: 1,224 shares; 2026Q1: 1,224 shares; 2026Q2: 1,239 shares 1,239 $515K 0.15% +15 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 reported; 2024Q4: not reported; 2025Q1: 1,041 shares; 2025Q2: 1,043 shares; 2025Q3: 1,044 shares; 2025Q4: 1,045 shares; 2026Q1: 1,046 shares; 2026Q2: 1,262 shares 1,262 $472K 0.14% +216 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: 2,196 shares; 2024Q4: 2,196 shares; 2025Q1: 2,196 shares; 2025Q2: 2,196 shares; 2025Q3: 2,211 shares; 2025Q4: 2,211 shares; 2026Q1: 2,612 shares; 2026Q2: 3,012 shares 3,012 $441K 0.13% +400 Timeline BUFS 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: 538,374 shares; 2025Q2: 43,637 shares; 2025Q3: 30,792 shares; 2025Q4: 27,242 shares; 2026Q1: 18,384 shares; 2026Q2: 17,554 shares 17,554 $440K 0.13% -830 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 777 shares; 2026Q2: 877 shares 877 $419K 0.12% +100 Timeline PCEF 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,399 shares 20,399 $414K 0.12% new Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 694 shares; 2025Q4: 691 shares; 2026Q1: 687 shares; 2026Q2: 1,209 shares 1,209 $396K 0.12% +522 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 668 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 932 shares 932 $392K 0.12% new Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 556 shares; 2025Q2: not reported; 2025Q3: 517 shares; 2025Q4: 517 shares; 2026Q1: 517 shares; 2026Q2: 517 shares 517 $386K 0.11% 0 Timeline YYY AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,958 shares; 2026Q2: 33,421 shares 33,421 $385K 0.11% +20,463 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,618 shares 2,618 $379K 0.11% new Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 914 shares; 2024Q4: not reported; 2025Q1: 914 shares; 2025Q2: 1,015 shares; 2025Q3: 914 shares; 2025Q4: 914 shares; 2026Q1: 914 shares; 2026Q2: 914 shares 914 $374K 0.11% 0 Timeline KJAN 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: 421,257 shares; 2024Q4: not reported; 2025Q1: 39,910 shares; 2025Q2: 10,945 shares; 2025Q3: 8,743 shares; 2025Q4: 8,379 shares; 2026Q1: 8,361 shares; 2026Q2: 7,240 shares 7,240 $330K 0.1% -1,121 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: 747 shares; 2024Q4: 747 shares; 2025Q1: 802 shares; 2025Q2: 767 shares; 2025Q3: 882 shares; 2025Q4: 862 shares; 2026Q1: 862 shares; 2026Q2: 953 shares 953 $327K 0.1% +91 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 263 shares; 2026Q2: 263 shares 263 $309K 0.09% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 559 shares 559 $280K 0.08% new Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 325 shares 325 $248K 0.07% new Timeline NAC NUVEEN CA DIVI ADV MUN More: the full row for NUVEEN CA DIVI ADV MUN 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: 20,285 shares 20,285 $246K 0.07% new Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,238 shares 4,238 $241K 0.07% new Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,041 shares 2,041 $240K 0.07% new 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: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $239K 0.07% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 197 shares 197 $236K 0.07% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,586 shares 1,586 $235K 0.07% new Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 236 shares 236 $228K 0.07% new Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,042 shares; 2026Q2: 1,042 shares 1,042 $222K 0.07% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,871 shares; 2026Q2: 4,182 shares 4,182 $219K 0.06% +311 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 824 shares 824 $209K 0.06% new Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,932 shares 2,932 $209K 0.06% new Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS 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: 1,004 shares; 2025Q4: 1,004 shares; 2026Q1: 1,004 shares; 2026Q2: 1,004 shares 1,004 $206K 0.06% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,696 shares; 2026Q2: 1,812 shares 1,812 $205K 0.06% +116 Timeline FCAL 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,097 shares 4,097 $203K 0.06% new Timeline