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: 49,438 shares; 2024Q4: 49,759 shares; 2025Q1: 49,678 shares; 2025Q2: 49,325 shares; 2025Q3: 50,918 shares; 2025Q4: 50,945 shares; 2026Q1: 50,887 shares; 2026Q2: 112,507 shares 112,507 $82.9M 7.46% +61,620 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: 133,054 shares; 2024Q4: 140,911 shares; 2025Q1: 129,561 shares; 2025Q2: 146,604 shares; 2025Q3: 164,673 shares; 2025Q4: 163,549 shares; 2026Q1: 149,012 shares; 2026Q2: 100,513 shares 100,513 $75.3M 6.77% -48,499 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: 15,921 shares; 2024Q4: 73,752 shares; 2025Q1: 56,726 shares; 2025Q2: 13,681 shares; 2025Q3: 57,649 shares; 2025Q4: 112,411 shares; 2026Q1: 111,694 shares; 2026Q2: 246,355 shares 246,355 $46.9M 4.22% +134,661 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: 6,173 shares; 2024Q4: 7,338 shares; 2025Q1: 8,089 shares; 2025Q2: 7,742 shares; 2025Q3: 9,643 shares; 2025Q4: 18,632 shares; 2026Q1: 19,439 shares; 2026Q2: 749,677 shares 749,677 $39.8M 3.58% +730,238 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,848 shares; 2026Q1: 7,575 shares; 2026Q2: 213,011 shares 213,011 $34.4M 3.1% +205,436 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 57,978 shares; 2025Q1: 125,825 shares; 2025Q2: 351,837 shares; 2025Q3: 449,747 shares; 2025Q4: 582,929 shares; 2026Q1: 616,693 shares; 2026Q2: 668,224 shares 668,224 $32.9M 2.96% +51,531 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: 92,252 shares; 2024Q4: 92,432 shares; 2025Q1: 90,460 shares; 2025Q2: 87,905 shares; 2025Q3: 99,313 shares; 2025Q4: 96,330 shares; 2026Q1: 93,432 shares; 2026Q2: 93,792 shares 93,792 $27.1M 2.44% +360 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: 59,310 shares; 2024Q4: 57,963 shares; 2025Q1: 56,516 shares; 2025Q2: 54,895 shares; 2025Q3: 100,234 shares; 2025Q4: 100,106 shares; 2026Q1: 99,605 shares; 2026Q2: 103,012 shares 103,012 $20.6M 1.85% +3,407 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: 82,093 shares; 2024Q4: 82,350 shares; 2025Q1: 82,018 shares; 2025Q2: 79,847 shares; 2025Q3: 79,630 shares; 2025Q4: 79,677 shares; 2026Q1: 79,683 shares; 2026Q2: 80,141 shares 80,141 $19M 1.71% +458 Timeline VMBS 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: 104,823 shares; 2024Q4: 179,483 shares; 2025Q1: 84,929 shares; 2025Q2: 104,085 shares; 2025Q3: 91,337 shares; 2025Q4: 207,437 shares; 2026Q1: 311,483 shares; 2026Q2: 365,376 shares 365,376 $17.1M 1.54% +53,893 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 175,247 shares; 2025Q3: 229,510 shares; 2025Q4: 236,493 shares; 2026Q1: 204,293 shares; 2026Q2: 165,274 shares 165,274 $16.8M 1.51% -39,019 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 285,341 shares; 2025Q3: 406,906 shares; 2025Q4: 414,523 shares; 2026Q1: 424,066 shares; 2026Q2: 437,428 shares 437,428 $16.4M 1.48% +13,362 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: 46,416 shares; 2024Q4: 27,578 shares; 2025Q1: 66,635 shares; 2025Q2: 32,870 shares; 2025Q3: 40,167 shares; 2025Q4: 40,590 shares; 2026Q1: 55,174 shares; 2026Q2: 188,051 shares 188,051 $16.2M 1.46% +132,877 Timeline TMB THORNBURG ETF TR More: the full row for THORNBURG 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: 626,973 shares 626,973 $15.9M 1.43% new Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,511 shares; 2025Q3: 32,503 shares; 2025Q4: 52,330 shares; 2026Q1: 219,146 shares; 2026Q2: 305,389 shares 305,389 $15.1M 1.36% +86,243 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,521 shares; 2024Q4: 90,194 shares; 2025Q1: 135,012 shares; 2025Q2: 23,566 shares; 2025Q3: 81,658 shares; 2025Q4: 82,967 shares; 2026Q1: 118,285 shares; 2026Q2: 112,640 shares 112,640 $13.7M 1.23% -5,645 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 105,580 shares 105,580 $12.4M 1.12% new Timeline IGIB 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: 24,111 shares; 2025Q4: 131,959 shares; 2026Q1: 47,739 shares; 2026Q2: 228,395 shares 228,395 $12.1M 1.09% +180,656 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 188,574 shares; 2024Q4: 224,663 shares; 2025Q1: 264,670 shares; 2025Q2: 279,053 shares; 2025Q3: 292,220 shares; 2025Q4: 309,197 shares; 2026Q1: 309,857 shares; 2026Q2: 291,464 shares 291,464 $12M 1.08% -18,393 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: 33,831 shares; 2024Q4: 33,834 shares; 2025Q1: 33,421 shares; 2025Q2: 32,876 shares; 2025Q3: 32,520 shares; 2025Q4: 32,469 shares; 2026Q1: 32,258 shares; 2026Q2: 32,319 shares 32,319 $12M 1.08% +61 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 251,661 shares; 2024Q4: 350,326 shares; 2025Q1: 546,845 shares; 2025Q2: 341,822 shares; 2025Q3: 362,135 shares; 2025Q4: 83,000 shares; 2026Q1: 47,923 shares; 2026Q2: 495,553 shares 495,553 $11.6M 1.05% +447,630 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 208,061 shares; 2025Q2: 389,717 shares; 2025Q3: 451,511 shares; 2025Q4: 406,146 shares; 2026Q1: 428,985 shares; 2026Q2: 422,551 shares 422,551 $11.5M 1.04% -6,434 Timeline CSM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 122,876 shares; 2024Q4: 122,661 shares; 2025Q1: 120,755 shares; 2025Q2: 116,278 shares; 2025Q3: 116,877 shares; 2025Q4: 116,357 shares; 2026Q1: 115,061 shares; 2026Q2: 114,928 shares 114,928 $9.79M 0.88% -133 Timeline FFLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 152,667 shares; 2025Q2: 177,109 shares; 2025Q3: 176,906 shares; 2025Q4: 169,674 shares; 2026Q1: 139,309 shares; 2026Q2: 163,631 shares 163,631 $9.64M 0.87% +24,322 Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 183,440 shares; 2025Q2: 5,574 shares; 2025Q3: 213,047 shares; 2025Q4: 205,853 shares; 2026Q1: 178,732 shares; 2026Q2: 210,389 shares 210,389 $9.48M 0.85% +31,657 Timeline FLXR TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 242,174 shares; 2025Q4: 330,423 shares; 2026Q1: 388,997 shares; 2026Q2: 232,077 shares 232,077 $9.1M 0.82% -156,920 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: 109,361 shares; 2024Q4: 114,214 shares; 2025Q1: 117,627 shares; 2025Q2: 119,632 shares; 2025Q3: 120,292 shares; 2025Q4: 121,830 shares; 2026Q1: 123,343 shares; 2026Q2: 122,406 shares 122,406 $8.85M 0.8% -937 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: 590,242 shares; 2024Q4: 689,225 shares; 2025Q1: 668,860 shares; 2025Q2: 398,761 shares; 2025Q3: 179,876 shares; 2025Q4: 165,780 shares; 2026Q1: 147,347 shares; 2026Q2: 137,576 shares 137,576 $8.56M 0.77% -9,771 Timeline PEN PENUMBRA INC More: the full row for PENUMBRA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,225 shares; 2024Q4: 5,231 shares; 2025Q1: 5,231 shares; 2025Q2: 5,231 shares; 2025Q3: 5,231 shares; 2025Q4: 26,780 shares; 2026Q1: 26,730 shares; 2026Q2: 26,730 shares 26,730 $8.44M 0.76% 0 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 136,484 shares; 2024Q4: 138,740 shares; 2025Q1: 136,937 shares; 2025Q2: 85,494 shares; 2025Q3: 84,807 shares; 2025Q4: 82,973 shares; 2026Q1: 80,710 shares; 2026Q2: 79,470 shares 79,470 $8.26M 0.74% -1,240 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: 23,358 shares; 2024Q4: 23,519 shares; 2025Q1: 23,656 shares; 2025Q2: 23,248 shares; 2025Q3: 24,000 shares; 2025Q4: 23,738 shares; 2026Q1: 23,663 shares; 2026Q2: 22,862 shares 22,862 $8.08M 0.73% -801 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 45,023 shares; 2025Q2: 34,644 shares; 2025Q3: 35,114 shares; 2025Q4: 33,538 shares; 2026Q1: 23,824 shares; 2026Q2: 21,028 shares 21,028 $7.69M 0.69% -2,796 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: 14,774 shares; 2024Q4: 14,935 shares; 2025Q1: 15,148 shares; 2025Q2: 15,170 shares; 2025Q3: 21,025 shares; 2025Q4: 18,413 shares; 2026Q1: 19,276 shares; 2026Q2: 19,541 shares 19,541 $7.29M 0.66% +265 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: 208,617 shares; 2024Q4: 221,021 shares; 2025Q1: 219,264 shares; 2025Q2: 287,208 shares; 2025Q3: 174,160 shares; 2025Q4: 150,449 shares; 2026Q1: 137,740 shares; 2026Q2: 71,025 shares 71,025 $7.03M 0.63% -66,715 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: 28,050 shares; 2024Q4: 27,987 shares; 2025Q1: 28,007 shares; 2025Q2: 27,315 shares; 2025Q3: 29,824 shares; 2025Q4: 28,949 shares; 2026Q1: 29,298 shares; 2026Q2: 29,047 shares 29,047 $6.92M 0.62% -251 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 150,717 shares; 2024Q4: 125,122 shares; 2025Q1: 154,017 shares; 2025Q2: 161,273 shares; 2025Q3: 130,568 shares; 2025Q4: 86,529 shares; 2026Q1: 77,423 shares; 2026Q2: 59,868 shares 59,868 $6.61M 0.59% -17,555 Timeline FFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 113,240 shares; 2024Q4: 112,810 shares; 2025Q1: 110,571 shares; 2025Q2: 109,941 shares; 2025Q3: 109,941 shares; 2025Q4: 108,751 shares; 2026Q1: 107,637 shares; 2026Q2: 105,623 shares 105,623 $6.44M 0.58% -2,014 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: 31,441 shares; 2024Q4: 34,374 shares; 2025Q1: 37,695 shares; 2025Q2: 36,273 shares; 2025Q3: 36,455 shares; 2025Q4: 38,888 shares; 2026Q1: 41,636 shares; 2026Q2: 39,615 shares 39,615 $6.26M 0.56% -2,021 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,272 shares; 2024Q4: 44,627 shares; 2025Q1: 53,459 shares; 2025Q2: 53,835 shares; 2025Q3: 56,492 shares; 2025Q4: 65,421 shares; 2026Q1: 66,284 shares; 2026Q2: 69,212 shares 69,212 $6.24M 0.56% +2,928 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: 6,457 shares; 2024Q4: 6,867 shares; 2025Q1: 7,320 shares; 2025Q2: 7,596 shares; 2025Q3: 8,888 shares; 2025Q4: 8,720 shares; 2026Q1: 8,432 shares; 2026Q2: 8,257 shares 8,257 $6.17M 0.55% -175 Timeline EWT ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 56,740 shares 56,740 $6.16M 0.55% new Timeline FJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 114,986 shares; 2025Q4: 114,023 shares; 2026Q1: 109,308 shares; 2026Q2: 102,977 shares 102,977 $6.13M 0.55% -6,331 Timeline DGT 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: 25,056 shares; 2025Q3: 41,534 shares; 2025Q4: 43,662 shares; 2026Q1: 47,654 shares; 2026Q2: 33,003 shares 33,003 $6.1M 0.55% -14,651 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: 17,578 shares; 2024Q4: 18,354 shares; 2025Q1: 18,687 shares; 2025Q2: 19,028 shares; 2025Q3: 19,702 shares; 2025Q4: 19,996 shares; 2026Q1: 19,967 shares; 2026Q2: 20,021 shares 20,021 $6.07M 0.55% +54 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 130,588 shares; 2024Q4: 145,729 shares; 2025Q1: 21,363 shares; 2025Q2: 26,087 shares; 2025Q3: not reported; 2025Q4: 29,159 shares; 2026Q1: 34,649 shares; 2026Q2: 104,864 shares 104,864 $6.04M 0.54% +70,215 Timeline ACWI 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: 37,882 shares 37,882 $5.95M 0.54% new 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: 15,384 shares; 2024Q4: 16,612 shares; 2025Q1: 16,903 shares; 2025Q2: 14,368 shares; 2025Q3: 16,905 shares; 2025Q4: 17,082 shares; 2026Q1: 16,668 shares; 2026Q2: 16,539 shares 16,539 $5.91M 0.53% -129 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 28,019 shares 28,019 $5.66M 0.51% new 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: 141,930 shares; 2024Q4: 477,308 shares; 2025Q1: 515,570 shares; 2025Q2: 531,329 shares; 2025Q3: 540,026 shares; 2025Q4: 176,749 shares; 2026Q1: 174,755 shares; 2026Q2: 175,970 shares 175,970 $5.58M 0.5% +1,215 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,570 shares; 2024Q4: 23,223 shares; 2025Q1: 44,984 shares; 2025Q2: 101,182 shares; 2025Q3: 30,338 shares; 2025Q4: 29,765 shares; 2026Q1: 47,101 shares; 2026Q2: 48,910 shares 48,910 $5.52M 0.5% +1,809 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,839 shares; 2025Q3: 39,706 shares; 2025Q4: 19,834 shares; 2026Q1: 13,655 shares; 2026Q2: 17,437 shares 17,437 $5.07M 0.46% +3,782 Timeline SPTI 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: 65,351 shares; 2024Q4: 69,044 shares; 2025Q1: 187,842 shares; 2025Q2: 391,127 shares; 2025Q3: 201,332 shares; 2025Q4: 193,625 shares; 2026Q1: 169,931 shares; 2026Q2: 175,532 shares 175,532 $4.98M 0.45% +5,601 Timeline QMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 103,509 shares; 2025Q3: 144,746 shares; 2025Q4: 144,640 shares; 2026Q1: 141,242 shares; 2026Q2: 133,301 shares 133,301 $4.96M 0.45% -7,941 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,361 shares; 2024Q4: 54,087 shares; 2025Q1: 56,804 shares; 2025Q2: 62,277 shares; 2025Q3: 70,035 shares; 2025Q4: 75,421 shares; 2026Q1: 78,774 shares; 2026Q2: 80,567 shares 80,567 $4.95M 0.45% +1,793 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: 156,596 shares; 2024Q4: 168,961 shares; 2025Q1: 117,090 shares; 2025Q2: 122,535 shares; 2025Q3: 120,549 shares; 2025Q4: 120,577 shares; 2026Q1: 120,076 shares; 2026Q2: 108,547 shares 108,547 $4.94M 0.44% -11,529 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: 29,762 shares; 2024Q4: 29,185 shares; 2025Q1: 25,920 shares; 2025Q2: 20,650 shares; 2025Q3: 16,452 shares; 2025Q4: 16,472 shares; 2026Q1: 16,377 shares; 2026Q2: 16,192 shares 16,192 $4.84M 0.44% -185 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: 13,763 shares; 2024Q4: 13,729 shares; 2025Q1: 14,018 shares; 2025Q2: 13,905 shares; 2025Q3: 14,566 shares; 2025Q4: 14,822 shares; 2026Q1: 14,620 shares; 2026Q2: 14,671 shares 14,671 $4.8M 0.43% +51 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,280 shares; 2025Q3: 26,061 shares; 2025Q4: 114,283 shares; 2026Q1: 122,508 shares; 2026Q2: 124,253 shares 124,253 $4.72M 0.42% +1,745 Timeline ALAI THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 44,872 shares; 2025Q1: 78,709 shares; 2025Q2: 80,721 shares; 2025Q3: 86,440 shares; 2025Q4: 96,668 shares; 2026Q1: 99,093 shares; 2026Q2: 101,124 shares 101,124 $4.62M 0.42% +2,031 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: 11,773 shares; 2024Q4: 10,699 shares; 2025Q1: 9,694 shares; 2025Q2: 9,719 shares; 2025Q3: 11,956 shares; 2025Q4: 12,484 shares; 2026Q1: 12,432 shares; 2026Q2: 11,993 shares 11,993 $4.53M 0.41% -439 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: 5,604 shares; 2024Q4: 6,074 shares; 2025Q1: 6,411 shares; 2025Q2: 6,759 shares; 2025Q3: 16,059 shares; 2025Q4: 15,153 shares; 2026Q1: 15,045 shares; 2026Q2: 11,911 shares 11,911 $4.39M 0.39% -3,134 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,838 shares; 2024Q4: 50,234 shares; 2025Q1: 51,985 shares; 2025Q2: 57,366 shares; 2025Q3: 71,267 shares; 2025Q4: 77,203 shares; 2026Q1: 80,516 shares; 2026Q2: 77,627 shares 77,627 $4.38M 0.39% -2,889 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,234 shares; 2025Q3: 14,849 shares; 2025Q4: 91,468 shares; 2026Q1: 33,108 shares; 2026Q2: 34,284 shares 34,284 $4.28M 0.38% +1,176 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: 2,988 shares; 2024Q4: 2,428 shares; 2025Q1: 2,633 shares; 2025Q2: 3,866 shares; 2025Q3: 3,570 shares; 2025Q4: 3,549 shares; 2026Q1: 3,728 shares; 2026Q2: 3,686 shares 3,686 $4.25M 0.38% -42 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 95,728 shares; 2024Q4: 97,580 shares; 2025Q1: 104,963 shares; 2025Q2: 114,396 shares; 2025Q3: 113,875 shares; 2025Q4: 118,248 shares; 2026Q1: 119,597 shares; 2026Q2: 114,888 shares 114,888 $4.2M 0.38% -4,709 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,913 shares; 2024Q4: 68,109 shares; 2025Q1: 76,471 shares; 2025Q2: 76,073 shares; 2025Q3: 77,415 shares; 2025Q4: 78,096 shares; 2026Q1: 77,729 shares; 2026Q2: 79,435 shares 79,435 $3.96M 0.36% +1,706 Timeline SPIB 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: 6,641 shares; 2025Q1: 7,647 shares; 2025Q2: not reported; 2025Q3: 216,909 shares; 2025Q4: 208,401 shares; 2026Q1: 173,639 shares; 2026Q2: 104,909 shares 104,909 $3.51M 0.32% -68,730 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: 25,349 shares; 2024Q4: 23,832 shares; 2025Q1: 19,209 shares; 2025Q2: 15,985 shares; 2025Q3: 36,230 shares; 2025Q4: 31,541 shares; 2026Q1: 30,035 shares; 2026Q2: 28,617 shares 28,617 $3.41M 0.31% -1,418 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: 4,958 shares; 2024Q4: 4,677 shares; 2025Q1: 4,507 shares; 2025Q2: 5,197 shares; 2025Q3: 5,964 shares; 2025Q4: 5,922 shares; 2026Q1: 6,153 shares; 2026Q2: 5,989 shares 5,989 $3.37M 0.3% -164 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: 4,771 shares; 2024Q4: 4,111 shares; 2025Q1: 4,039 shares; 2025Q2: 3,961 shares; 2025Q3: 4,158 shares; 2025Q4: 4,133 shares; 2026Q1: 4,916 shares; 2026Q2: 4,889 shares 4,889 $3.36M 0.3% -27 Timeline FPX 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: 16,078 shares; 2024Q4: 16,092 shares; 2025Q1: 16,065 shares; 2025Q2: 16,047 shares; 2025Q3: 16,251 shares; 2025Q4: 16,274 shares; 2026Q1: 16,281 shares; 2026Q2: 16,208 shares 16,208 $3.34M 0.3% -73 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 62,729 shares; 2025Q3: 87,080 shares; 2025Q4: 86,499 shares; 2026Q1: 84,540 shares; 2026Q2: 79,815 shares 79,815 $3.18M 0.29% -4,725 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,920 shares; 2024Q4: 57,903 shares; 2025Q1: 47,228 shares; 2025Q2: 38,533 shares; 2025Q3: 44,960 shares; 2025Q4: 44,789 shares; 2026Q1: 44,320 shares; 2026Q2: 41,953 shares 41,953 $3.14M 0.28% -2,367 Timeline RDIV 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: 22,660 shares; 2024Q4: 57,969 shares; 2025Q1: 61,223 shares; 2025Q2: 59,129 shares; 2025Q3: 53,861 shares; 2025Q4: 52,383 shares; 2026Q1: 53,258 shares; 2026Q2: 53,734 shares 53,734 $3.12M 0.28% +476 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: 28,525 shares; 2024Q4: 30,018 shares; 2025Q1: 37,328 shares; 2025Q2: 47,289 shares; 2025Q3: 65,627 shares; 2025Q4: 63,386 shares; 2026Q1: 64,067 shares; 2026Q2: 57,276 shares 57,276 $3M 0.27% -6,791 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,444 shares; 2024Q4: 40,416 shares; 2025Q1: 43,407 shares; 2025Q2: 42,638 shares; 2025Q3: 41,870 shares; 2025Q4: 41,804 shares; 2026Q1: 30,380 shares; 2026Q2: 29,969 shares 29,969 $2.98M 0.27% -411 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: 330,302 shares; 2024Q4: 62,784 shares; 2025Q1: 239,343 shares; 2025Q2: 270,133 shares; 2025Q3: 283,783 shares; 2025Q4: 66,307 shares; 2026Q1: 58,408 shares; 2026Q2: 55,542 shares 55,542 $2.98M 0.27% -2,866 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: 7,705 shares; 2024Q4: 7,534 shares; 2025Q1: 7,469 shares; 2025Q2: 7,441 shares; 2025Q3: 7,869 shares; 2025Q4: 7,283 shares; 2026Q1: 7,201 shares; 2026Q2: 6,928 shares 6,928 $2.91M 0.26% -273 Timeline FPAG INVESTMENT MANAGERS SER TR I More: the full row for INVESTMENT MANAGERS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 69,518 shares; 2026Q1: 72,762 shares; 2026Q2: 72,512 shares 72,512 $2.91M 0.26% -250 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: 5,137 shares; 2024Q4: 5,322 shares; 2025Q1: 7,688 shares; 2025Q2: 8,713 shares; 2025Q3: 7,947 shares; 2025Q4: 8,118 shares; 2026Q1: 8,683 shares; 2026Q2: 9,694 shares 9,694 $2.89M 0.26% +1,011 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: 8,761 shares; 2024Q4: 8,841 shares; 2025Q1: 8,560 shares; 2025Q2: 8,351 shares; 2025Q3: 9,088 shares; 2025Q4: 8,967 shares; 2026Q1: 8,966 shares; 2026Q2: 9,166 shares 9,166 $2.78M 0.25% +200 Timeline ENDW EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,595 shares; 2026Q2: 81,799 shares 81,799 $2.74M 0.25% +61,204 Timeline CNEQ THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,015 shares; 2024Q4: 32,000 shares; 2025Q1: 39,060 shares; 2025Q2: 42,696 shares; 2025Q3: 43,105 shares; 2025Q4: 42,315 shares; 2026Q1: 50,382 shares; 2026Q2: 65,537 shares 65,537 $2.7M 0.24% +15,155 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: 19,479 shares; 2024Q4: 19,437 shares; 2025Q1: 19,495 shares; 2025Q2: 19,216 shares; 2025Q3: 21,302 shares; 2025Q4: 20,088 shares; 2026Q1: 20,346 shares; 2026Q2: 20,486 shares 20,486 $2.63M 0.24% +140 Timeline MUNI 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: 41,992 shares; 2025Q4: 49,520 shares; 2026Q1: 51,619 shares; 2026Q2: 49,883 shares 49,883 $2.62M 0.24% -1,736 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: 31,445 shares; 2024Q4: 29,632 shares; 2025Q1: 23,588 shares; 2025Q2: 24,199 shares; 2025Q3: 21,519 shares; 2025Q4: 21,435 shares; 2026Q1: 22,585 shares; 2026Q2: 22,461 shares 22,461 $2.62M 0.24% -124 Timeline IWN 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: 11,739 shares 11,739 $2.6M 0.23% new 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: 7,405 shares; 2024Q4: 7,155 shares; 2025Q1: 7,308 shares; 2025Q2: 6,870 shares; 2025Q3: 7,162 shares; 2025Q4: 7,058 shares; 2026Q1: 7,110 shares; 2026Q2: 7,459 shares 7,459 $2.56M 0.23% +349 Timeline CAIQ CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 92,422 shares 92,422 $2.48M 0.22% new Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 73,302 shares; 2025Q4: 76,781 shares; 2026Q1: 75,025 shares; 2026Q2: 41,657 shares 41,657 $2.46M 0.22% -33,368 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: 900 shares; 2024Q4: 1,027 shares; 2025Q1: 1,182 shares; 2025Q2: 1,248 shares; 2025Q3: 1,443 shares; 2025Q4: 1,484 shares; 2026Q1: 1,523 shares; 2026Q2: 1,920 shares 1,920 $2.3M 0.21% +397 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: 2,042 shares; 2024Q4: 2,223 shares; 2025Q1: 2,373 shares; 2025Q2: 2,713 shares; 2025Q3: 2,677 shares; 2025Q4: 2,724 shares; 2026Q1: 3,004 shares; 2026Q2: 3,013 shares 3,013 $2.3M 0.21% +9 Timeline VWOB 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: 91,294 shares; 2024Q4: 119,610 shares; 2025Q1: 155,554 shares; 2025Q2: 3,823 shares; 2025Q3: 83,895 shares; 2025Q4: 109,724 shares; 2026Q1: 179,169 shares; 2026Q2: 34,127 shares 34,127 $2.29M 0.21% -145,042 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,504 shares; 2024Q4: 8,490 shares; 2025Q1: 8,302 shares; 2025Q2: 7,989 shares; 2025Q3: 7,347 shares; 2025Q4: 7,408 shares; 2026Q1: 8,048 shares; 2026Q2: 8,079 shares 8,079 $2.27M 0.2% +31 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,036 shares; 2024Q4: 14,393 shares; 2025Q1: 14,393 shares; 2025Q2: 15,036 shares; 2025Q3: 15,036 shares; 2025Q4: 16,474 shares; 2026Q1: 16,474 shares; 2026Q2: 16,548 shares 16,548 $2.26M 0.2% +74 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: 2,648 shares; 2024Q4: 2,657 shares; 2025Q1: 2,712 shares; 2025Q2: 2,995 shares; 2025Q3: 4,681 shares; 2025Q4: 3,982 shares; 2026Q1: 4,126 shares; 2026Q2: 4,460 shares 4,460 $2.23M 0.2% +334 Timeline VFMF VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,752 shares; 2024Q4: 10,368 shares; 2025Q1: 12,310 shares; 2025Q2: 12,608 shares; 2025Q3: 12,689 shares; 2025Q4: 12,330 shares; 2026Q1: 12,345 shares; 2026Q2: 12,461 shares 12,461 $2.21M 0.2% +116 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,297 shares; 2024Q4: 16,307 shares; 2025Q1: 16,205 shares; 2025Q2: 16,313 shares; 2025Q3: 16,294 shares; 2025Q4: 16,277 shares; 2026Q1: 16,131 shares; 2026Q2: 80,241 shares 80,241 $2.2M 0.2% +64,110 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: 68,089 shares; 2025Q4: 56,345 shares; 2026Q1: 93,313 shares; 2026Q2: 80,457 shares 80,457 $2.13M 0.19% -12,856 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 700 shares; 2025Q3: 4,776 shares; 2025Q4: 4,795 shares; 2026Q1: 4,490 shares; 2026Q2: 5,003 shares 5,003 $2.13M 0.19% +513 Timeline EJAN 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: 61,115 shares; 2025Q2: 44,351 shares; 2025Q3: 62,836 shares; 2025Q4: 62,804 shares; 2026Q1: 61,644 shares; 2026Q2: 58,339 shares 58,339 $2.1M 0.19% -3,305 Timeline QOWZ 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: 90,871 shares; 2024Q4: 118,994 shares; 2025Q1: 131,841 shares; 2025Q2: 130,999 shares; 2025Q3: 128,082 shares; 2025Q4: 122,686 shares; 2026Q1: 119,367 shares; 2026Q2: 61,531 shares 61,531 $2.09M 0.19% -57,836 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,895 shares; 2025Q3: 35,601 shares; 2025Q4: 36,750 shares; 2026Q1: 36,998 shares; 2026Q2: 29,919 shares 29,919 $2.03M 0.18% -7,079 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,801 shares; 2024Q4: 41,471 shares; 2025Q1: 36,095 shares; 2025Q2: 29,136 shares; 2025Q3: 39,520 shares; 2025Q4: 36,544 shares; 2026Q1: 34,334 shares; 2026Q2: 33,337 shares 33,337 $2.03M 0.18% -997 Timeline IALT BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,710 shares; 2026Q2: 71,036 shares 71,036 $1.99M 0.18% +41,326 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: 46,553 shares; 2025Q4: 40,700 shares; 2026Q1: 27,740 shares; 2026Q2: 26,278 shares 26,278 $1.99M 0.18% -1,462 Timeline HYLB 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: 57,459 shares; 2024Q4: 58,630 shares; 2025Q1: 57,647 shares; 2025Q2: 55,498 shares; 2025Q3: 54,723 shares; 2025Q4: 52,213 shares; 2026Q1: 51,534 shares; 2026Q2: 51,976 shares 51,976 $1.9M 0.17% +442 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,085 shares; 2025Q4: 20,735 shares; 2026Q1: 38,805 shares; 2026Q2: 18,784 shares 18,784 $1.89M 0.17% -20,021 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 97,812 shares; 2025Q4: 83,134 shares; 2026Q1: 60,192 shares; 2026Q2: 55,428 shares 55,428 $1.88M 0.17% -4,764 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,766 shares; 2025Q4: 4,345 shares; 2026Q1: 4,347 shares; 2026Q2: 4,425 shares 4,425 $1.84M 0.17% +78 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,187 shares; 2026Q2: 20,882 shares 20,882 $1.84M 0.17% +16,695 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,411 shares; 2024Q4: 7,164 shares; 2025Q1: 6,903 shares; 2025Q2: 6,885 shares; 2025Q3: 6,893 shares; 2025Q4: 6,759 shares; 2026Q1: 6,770 shares; 2026Q2: 6,843 shares 6,843 $1.81M 0.16% +73 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: 3,414 shares; 2024Q4: 3,414 shares; 2025Q1: 3,467 shares; 2025Q2: 3,573 shares; 2025Q3: 3,549 shares; 2025Q4: 3,495 shares; 2026Q1: 3,525 shares; 2026Q2: 3,455 shares 3,455 $1.8M 0.16% -70 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: 9,654 shares; 2024Q4: 9,568 shares; 2025Q1: 9,565 shares; 2025Q2: 9,262 shares; 2025Q3: 9,637 shares; 2025Q4: 9,665 shares; 2026Q1: 10,152 shares; 2026Q2: 9,960 shares 9,960 $1.8M 0.16% -192 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 97,400 shares; 2024Q4: 100,990 shares; 2025Q1: 4,405 shares; 2025Q2: 76,427 shares; 2025Q3: 5,093 shares; 2025Q4: 80,314 shares; 2026Q1: 75,109 shares; 2026Q2: 9,723 shares 9,723 $1.8M 0.16% -65,386 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: 2,583 shares; 2024Q4: 2,598 shares; 2025Q1: 2,607 shares; 2025Q2: 2,534 shares; 2025Q3: 2,574 shares; 2025Q4: 2,837 shares; 2026Q1: 14,664 shares; 2026Q2: 18,510 shares 18,510 $1.7M 0.15% +3,846 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,238 shares; 2024Q4: 15,619 shares; 2025Q1: 15,532 shares; 2025Q2: 14,679 shares; 2025Q3: 14,367 shares; 2025Q4: 14,771 shares; 2026Q1: 14,782 shares; 2026Q2: 15,149 shares 15,149 $1.68M 0.15% +367 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: 12,077 shares; 2024Q4: 11,524 shares; 2025Q1: 11,498 shares; 2025Q2: 11,215 shares; 2025Q3: 11,788 shares; 2025Q4: 12,154 shares; 2026Q1: 11,352 shares; 2026Q2: 10,090 shares 10,090 $1.67M 0.15% -1,262 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,508 shares; 2024Q4: 12,144 shares; 2025Q1: 11,294 shares; 2025Q2: 11,101 shares; 2025Q3: 12,452 shares; 2025Q4: 11,833 shares; 2026Q1: 12,160 shares; 2026Q2: 12,041 shares 12,041 $1.65M 0.15% -119 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,723 shares; 2024Q4: 4,180 shares; 2025Q1: 4,692 shares; 2025Q2: 6,902 shares; 2025Q3: 7,142 shares; 2025Q4: 7,218 shares; 2026Q1: 7,694 shares; 2026Q2: 7,660 shares 7,660 $1.63M 0.15% -34 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: 5,124 shares; 2024Q4: 5,523 shares; 2025Q1: 5,671 shares; 2025Q2: 5,354 shares; 2025Q3: 5,954 shares; 2025Q4: 6,090 shares; 2026Q1: 6,154 shares; 2026Q2: 6,409 shares 6,409 $1.61M 0.15% +255 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,303 shares; 2025Q4: 30,211 shares; 2026Q1: 44,468 shares; 2026Q2: 31,603 shares 31,603 $1.59M 0.14% -12,865 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,776 shares; 2024Q4: 19,122 shares; 2025Q1: 18,074 shares; 2025Q2: 18,057 shares; 2025Q3: 17,123 shares; 2025Q4: 16,688 shares; 2026Q1: 16,746 shares; 2026Q2: 16,656 shares 16,656 $1.56M 0.14% -90 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: 2,314 shares; 2024Q4: 2,262 shares; 2025Q1: 2,174 shares; 2025Q2: 2,081 shares; 2025Q3: 2,663 shares; 2025Q4: 2,737 shares; 2026Q1: 2,903 shares; 2026Q2: 2,683 shares 2,683 $1.56M 0.14% -220 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: 20,647 shares; 2024Q4: 20,731 shares; 2025Q1: 20,863 shares; 2025Q2: 20,742 shares; 2025Q3: 21,767 shares; 2025Q4: 21,598 shares; 2026Q1: 21,659 shares; 2026Q2: 21,497 shares 21,497 $1.55M 0.14% -162 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: 5,150 shares; 2024Q4: 4,715 shares; 2025Q1: 4,609 shares; 2025Q2: 4,553 shares; 2025Q3: 5,731 shares; 2025Q4: 5,557 shares; 2026Q1: 5,690 shares; 2026Q2: 5,983 shares 5,983 $1.52M 0.14% +293 Timeline PPI INVESTMENT MANAGERS SER TR I More: the full row for INVESTMENT MANAGERS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,760 shares; 2024Q4: 47,504 shares; 2025Q1: 48,678 shares; 2025Q2: 48,763 shares; 2025Q3: 56,429 shares; 2025Q4: 61,406 shares; 2026Q1: 64,142 shares; 2026Q2: 69,017 shares 69,017 $1.47M 0.13% +4,875 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: 9,608 shares; 2024Q4: 9,620 shares; 2025Q1: 9,856 shares; 2025Q2: 9,534 shares; 2025Q3: 10,555 shares; 2025Q4: 9,920 shares; 2026Q1: 9,957 shares; 2026Q2: 9,830 shares 9,830 $1.44M 0.13% -127 Timeline ELM SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS 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: 15,947 shares; 2026Q2: 46,369 shares 46,369 $1.36M 0.12% +30,422 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: 2,935 shares; 2024Q4: 2,943 shares; 2025Q1: 2,939 shares; 2025Q2: 2,461 shares; 2025Q3: 4,830 shares; 2025Q4: 2,608 shares; 2026Q1: 2,625 shares; 2026Q2: 2,625 shares 2,625 $1.35M 0.12% 0 Timeline EWU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 172,978 shares; 2024Q4: 191,834 shares; 2025Q1: 29,995 shares; 2025Q2: 25,193 shares; 2025Q3: 29,559 shares; 2025Q4: 61,602 shares; 2026Q1: 65,726 shares; 2026Q2: 28,253 shares 28,253 $1.3M 0.12% -37,473 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: 8,452 shares; 2024Q4: 8,447 shares; 2025Q1: 9,539 shares; 2025Q2: 9,532 shares; 2025Q3: 10,908 shares; 2025Q4: 10,797 shares; 2026Q1: 10,979 shares; 2026Q2: 10,969 shares 10,969 $1.29M 0.12% -10 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,005 shares; 2024Q4: 9,993 shares; 2025Q1: 8,077 shares; 2025Q2: 10,589 shares; 2025Q3: 15,268 shares; 2025Q4: 14,810 shares; 2026Q1: 14,605 shares; 2026Q2: 14,548 shares 14,548 $1.28M 0.12% -57 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: 39,860 shares; 2024Q4: 40,440 shares; 2025Q1: 37,177 shares; 2025Q2: 30,516 shares; 2025Q3: 32,224 shares; 2025Q4: 30,752 shares; 2026Q1: 30,394 shares; 2026Q2: 29,872 shares 29,872 $1.26M 0.11% -522 Timeline XLC 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: 4,593 shares; 2024Q4: 141,256 shares; 2025Q1: 94,964 shares; 2025Q2: 115,093 shares; 2025Q3: 116,976 shares; 2025Q4: 113,564 shares; 2026Q1: 106,054 shares; 2026Q2: 11,760 shares 11,760 $1.26M 0.11% -94,294 Timeline FPF FIRST TR INTER DURATN PFD & More: the full row for FIRST TR INTER DURATN PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,391 shares; 2024Q4: 61,393 shares; 2025Q1: 64,269 shares; 2025Q2: 66,077 shares; 2025Q3: 63,207 shares; 2025Q4: 63,788 shares; 2026Q1: 67,940 shares; 2026Q2: 68,870 shares 68,870 $1.25M 0.11% +930 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: 956 shares; 2024Q4: 835 shares; 2025Q1: 877 shares; 2025Q2: 856 shares; 2025Q3: 843 shares; 2025Q4: 923 shares; 2026Q1: 1,277 shares; 2026Q2: 1,302 shares 1,302 $1.22M 0.11% +25 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,645 shares; 2024Q4: 1,742 shares; 2025Q1: 1,785 shares; 2025Q2: 2,240 shares; 2025Q3: 2,044 shares; 2025Q4: 2,372 shares; 2026Q1: 2,380 shares; 2026Q2: 2,524 shares 2,524 $1.21M 0.11% +144 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,262 shares; 2024Q4: 264,312 shares; 2025Q1: 24,736 shares; 2025Q2: 29,986 shares; 2025Q3: 115,984 shares; 2025Q4: 40,167 shares; 2026Q1: 26,073 shares; 2026Q2: 23,141 shares 23,141 $1.2M 0.11% -2,932 Timeline ALLW SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,802 shares; 2026Q2: 40,820 shares 40,820 $1.19M 0.11% +22,018 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: 30,924 shares; 2024Q4: 33,214 shares; 2025Q1: 32,096 shares; 2025Q2: 39,909 shares; 2025Q3: 46,523 shares; 2025Q4: 47,859 shares; 2026Q1: 49,141 shares; 2026Q2: 48,247 shares 48,247 $1.16M 0.1% -894 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: 5,662 shares; 2024Q4: 6,206 shares; 2025Q1: 4,819 shares; 2025Q2: 4,819 shares; 2025Q3: 4,946 shares; 2025Q4: 5,054 shares; 2026Q1: 5,050 shares; 2026Q2: 5,215 shares 5,215 $1.14M 0.1% +165 Timeline DTCR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,335 shares; 2026Q1: 24,220 shares; 2026Q2: 37,046 shares 37,046 $1.13M 0.1% +12,826 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: 8,627 shares; 2024Q4: 8,456 shares; 2025Q1: 8,224 shares; 2025Q2: 8,155 shares; 2025Q3: 9,424 shares; 2025Q4: 9,462 shares; 2026Q1: 9,444 shares; 2026Q2: 9,589 shares 9,589 $1.09M 0.1% +145 Timeline SCHM 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: 10,187 shares; 2024Q4: 29,988 shares; 2025Q1: 26,754 shares; 2025Q2: 26,848 shares; 2025Q3: 29,003 shares; 2025Q4: 29,003 shares; 2026Q1: 29,026 shares; 2026Q2: 28,948 shares 28,948 $1.07M 0.1% -78 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,632 shares; 2024Q4: 5,598 shares; 2025Q1: 5,478 shares; 2025Q2: 8,030 shares; 2025Q3: 8,371 shares; 2025Q4: 8,439 shares; 2026Q1: 6,629 shares; 2026Q2: 10,374 shares 10,374 $1.07M 0.1% +3,745 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,454 shares; 2025Q4: 12,907 shares; 2026Q1: 12,907 shares; 2026Q2: 13,027 shares 13,027 $1.06M 0.09% +120 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,137 shares; 2024Q4: 14,983 shares; 2025Q1: 15,047 shares; 2025Q2: 15,097 shares; 2025Q3: 14,966 shares; 2025Q4: 14,757 shares; 2026Q1: 13,992 shares; 2026Q2: 14,069 shares 14,069 $1.05M 0.09% +77 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE 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: 24,951 shares; 2025Q4: 24,952 shares; 2026Q1: 24,952 shares; 2026Q2: 24,969 shares 24,969 $1.05M 0.09% +17 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,609 shares; 2024Q4: 45,348 shares; 2025Q1: 46,629 shares; 2025Q2: 45,468 shares; 2025Q3: 49,945 shares; 2025Q4: 53,052 shares; 2026Q1: 54,800 shares; 2026Q2: 56,523 shares 56,523 $1.05M 0.09% +1,723 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: 2,939 shares; 2024Q4: 2,989 shares; 2025Q1: 2,891 shares; 2025Q2: 2,342 shares; 2025Q3: 3,188 shares; 2025Q4: 3,187 shares; 2026Q1: 3,120 shares; 2026Q2: 2,725 shares 2,725 $1.02M 0.09% -395 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,093 shares; 2025Q3: 3,150 shares; 2025Q4: 3,616 shares; 2026Q1: 12,397 shares; 2026Q2: 12,405 shares 12,405 $1.01M 0.09% +8 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: 15,140 shares; 2024Q4: 14,403 shares; 2025Q1: 13,723 shares; 2025Q2: 12,421 shares; 2025Q3: 12,268 shares; 2025Q4: 12,244 shares; 2026Q1: 12,323 shares; 2026Q2: 12,393 shares 12,393 $1M 0.09% +70 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,198 shares; 2024Q4: 1,039 shares; 2025Q1: 1,260 shares; 2025Q2: 1,355 shares; 2025Q3: 1,295 shares; 2025Q4: 1,351 shares; 2026Q1: 1,402 shares; 2026Q2: 1,394 shares 1,394 $1M 0.09% -8 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,157 shares; 2024Q4: 68,886 shares; 2025Q1: 113,646 shares; 2025Q2: 115,949 shares; 2025Q3: 123,160 shares; 2025Q4: 127,055 shares; 2026Q1: 74,205 shares; 2026Q2: 77,219 shares 77,219 $995K 0.09% +3,014 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: 478 shares; 2024Q4: 462 shares; 2025Q1: 476 shares; 2025Q2: 497 shares; 2025Q3: 668 shares; 2025Q4: 748 shares; 2026Q1: 897 shares; 2026Q2: 981 shares 981 $992K 0.09% +84 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: 3,202 shares; 2024Q4: 4,682 shares; 2025Q1: 4,352 shares; 2025Q2: 4,343 shares; 2025Q3: 4,291 shares; 2025Q4: 4,257 shares; 2026Q1: 4,167 shares; 2026Q2: 4,050 shares 4,050 $982K 0.09% -117 Timeline HYT BLACKROCK CORPOR HI YLD FD I More: the full row for BLACKROCK CORPOR HI YLD FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 106,696 shares; 2025Q4: 121,250 shares; 2026Q1: 300,920 shares; 2026Q2: 113,342 shares 113,342 $970K 0.09% -187,578 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: 347 shares; 2024Q4: 294 shares; 2025Q1: 308 shares; 2025Q2: 406 shares; 2025Q3: 417 shares; 2025Q4: 414 shares; 2026Q1: 445 shares; 2026Q2: 477 shares 477 $948K 0.09% +32 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,332 shares; 2024Q4: 6,285 shares; 2025Q1: 5,942 shares; 2025Q2: 4,271 shares; 2025Q3: 14,091 shares; 2025Q4: 11,331 shares; 2026Q1: 10,583 shares; 2026Q2: 9,967 shares 9,967 $945K 0.09% -616 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: 11,570 shares; 2024Q4: 11,462 shares; 2025Q1: 11,407 shares; 2025Q2: 10,891 shares; 2025Q3: 10,936 shares; 2025Q4: 10,937 shares; 2026Q1: 11,007 shares; 2026Q2: 11,023 shares 11,023 $942K 0.08% +16 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: 2,666 shares; 2024Q4: 2,659 shares; 2025Q1: 2,679 shares; 2025Q2: 2,179 shares; 2025Q3: 2,941 shares; 2025Q4: 2,862 shares; 2026Q1: 2,884 shares; 2026Q2: 11,553 shares 11,553 $931K 0.08% +8,669 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,914 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,002 shares; 2025Q3: 2,111 shares; 2025Q4: 2,112 shares; 2026Q1: 2,070 shares; 2026Q2: 2,102 shares 2,102 $907K 0.08% +32 Timeline LCR MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,173 shares; 2025Q2: 22,941 shares; 2025Q3: 22,941 shares; 2025Q4: 23,123 shares; 2026Q1: 22,873 shares; 2026Q2: 22,792 shares 22,792 $906K 0.08% -81 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,086 shares; 2024Q4: 15,566 shares; 2025Q1: 15,400 shares; 2025Q2: 15,953 shares; 2025Q3: 15,077 shares; 2025Q4: 15,702 shares; 2026Q1: 17,084 shares; 2026Q2: 17,388 shares 17,388 $902K 0.08% +304 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: 897 shares; 2024Q4: 898 shares; 2025Q1: 816 shares; 2025Q2: 733 shares; 2025Q3: 1,053 shares; 2025Q4: 1,107 shares; 2026Q1: 906 shares; 2026Q2: 7,527 shares 7,527 $900K 0.08% +6,621 Timeline XAR 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: 949 shares; 2025Q3: 1,062 shares; 2025Q4: 2,279 shares; 2026Q1: 2,870 shares; 2026Q2: 3,142 shares 3,142 $892K 0.08% +272 Timeline BUFG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,010 shares; 2024Q4: 30,820 shares; 2025Q1: 31,487 shares; 2025Q2: 30,322 shares; 2025Q3: 30,322 shares; 2025Q4: 30,322 shares; 2026Q1: 29,977 shares; 2026Q2: 29,977 shares 29,977 $879K 0.08% 0 Timeline QQMG 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: 27,106 shares; 2025Q4: 27,419 shares; 2026Q1: 27,015 shares; 2026Q2: 17,082 shares 17,082 $875K 0.08% -9,933 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 932 shares; 2024Q4: 3,080 shares; 2025Q1: 3,127 shares; 2025Q2: 3,132 shares; 2025Q3: 3,258 shares; 2025Q4: 3,456 shares; 2026Q1: 3,489 shares; 2026Q2: 3,497 shares 3,497 $869K 0.08% +8 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: 2,134 shares; 2024Q4: 2,110 shares; 2025Q1: 2,146 shares; 2025Q2: 2,086 shares; 2025Q3: 2,829 shares; 2025Q4: 2,516 shares; 2026Q1: 2,450 shares; 2026Q2: 2,432 shares 2,432 $858K 0.08% -18 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: 1,070 shares; 2024Q4: 1,067 shares; 2025Q1: 1,125 shares; 2025Q2: 1,126 shares; 2025Q3: 1,481 shares; 2025Q4: 1,478 shares; 2026Q1: 1,613 shares; 2026Q2: 1,653 shares 1,653 $842K 0.08% +40 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: 14,878 shares; 2024Q4: 14,878 shares; 2025Q1: 14,878 shares; 2025Q2: 14,878 shares; 2025Q3: 14,878 shares; 2025Q4: 15,071 shares; 2026Q1: 14,878 shares; 2026Q2: 14,878 shares 14,878 $841K 0.08% 0 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: 6,575 shares; 2024Q4: 6,886 shares; 2025Q1: 6,979 shares; 2025Q2: 6,580 shares; 2025Q3: 10,007 shares; 2025Q4: 10,979 shares; 2026Q1: 10,930 shares; 2026Q2: 10,827 shares 10,827 $835K 0.08% -103 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: 697 shares; 2025Q1: 671 shares; 2025Q2: 529 shares; 2025Q3: 712 shares; 2025Q4: 718 shares; 2026Q1: 727 shares; 2026Q2: 710 shares 710 $834K 0.08% -17 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,191 shares; 2024Q4: 1,107 shares; 2025Q1: 1,026 shares; 2025Q2: 953 shares; 2025Q3: 996 shares; 2025Q4: 11,198 shares; 2026Q1: 11,765 shares; 2026Q2: 11,629 shares 11,629 $830K 0.07% -136 Timeline IUS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,527 shares; 2025Q4: 8,681 shares; 2026Q1: 5,153 shares; 2026Q2: 12,596 shares 12,596 $826K 0.07% +7,443 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: 1,193 shares; 2024Q4: 1,293 shares; 2025Q1: 1,151 shares; 2025Q2: 1,010 shares; 2025Q3: 4,129 shares; 2025Q4: 3,808 shares; 2026Q1: 3,713 shares; 2026Q2: 2,736 shares 2,736 $822K 0.07% -977 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,959 shares; 2024Q4: 37,981 shares; 2025Q1: 35,668 shares; 2025Q2: 33,681 shares; 2025Q3: 45,588 shares; 2025Q4: 42,857 shares; 2026Q1: 40,683 shares; 2026Q2: 39,369 shares 39,369 $815K 0.07% -1,314 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: 5,490 shares; 2024Q4: 4,233 shares; 2025Q1: 4,173 shares; 2025Q2: 3,843 shares; 2025Q3: 4,136 shares; 2025Q4: 3,747 shares; 2026Q1: 3,703 shares; 2026Q2: 3,710 shares 3,710 $803K 0.07% +7 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,853 shares; 2026Q2: 3,100 shares 3,100 $792K 0.07% +247 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,656 shares; 2025Q1: 3,124 shares; 2025Q2: 2,961 shares; 2025Q3: 7,909 shares; 2025Q4: 7,985 shares; 2026Q1: 7,022 shares; 2026Q2: 7,192 shares 7,192 $773K 0.07% +170 Timeline OMAH TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,963 shares; 2025Q3: 28,915 shares; 2025Q4: 31,689 shares; 2026Q1: 38,393 shares; 2026Q2: 40,669 shares 40,669 $750K 0.07% +2,276 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: not reported; 2025Q2: not reported; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $749K 0.07% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,472 shares; 2024Q4: 3,567 shares; 2025Q1: 3,799 shares; 2025Q2: 4,053 shares; 2025Q3: 4,021 shares; 2025Q4: 4,082 shares; 2026Q1: 4,076 shares; 2026Q2: 4,045 shares 4,045 $748K 0.07% -31 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,826 shares; 2024Q4: 2,826 shares; 2025Q1: 2,826 shares; 2025Q2: 2,832 shares; 2025Q3: 3,617 shares; 2025Q4: 3,618 shares; 2026Q1: 3,139 shares; 2026Q2: 3,083 shares 3,083 $734K 0.07% -56 Timeline HYDB 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: 9,629 shares; 2025Q3: 11,935 shares; 2025Q4: 13,993 shares; 2026Q1: 42,283 shares; 2026Q2: 15,452 shares 15,452 $723K 0.07% -26,831 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: 27,981 shares; 2024Q4: 24,686 shares; 2025Q1: 18,928 shares; 2025Q2: 15,025 shares; 2025Q3: 12,572 shares; 2025Q4: 12,637 shares; 2026Q1: 6,740 shares; 2026Q2: 5,159 shares 5,159 $720K 0.06% -1,581 Timeline TNGY 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: 74,102 shares; 2025Q3: 74,776 shares; 2025Q4: 73,779 shares; 2026Q1: 73,830 shares; 2026Q2: 73,937 shares 73,937 $718K 0.06% +107 Timeline DSEP 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: 17,078 shares; 2024Q4: 16,803 shares; 2025Q1: 16,803 shares; 2025Q2: 16,324 shares; 2025Q3: 15,062 shares; 2025Q4: 15,056 shares; 2026Q1: 15,012 shares; 2026Q2: 15,012 shares 15,012 $712K 0.06% 0 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,848 shares; 2025Q4: 8,591 shares; 2026Q1: 7,979 shares; 2026Q2: 7,209 shares 7,209 $709K 0.06% -770 Timeline GQQQ EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,425 shares; 2025Q4: 18,105 shares; 2026Q1: 18,266 shares; 2026Q2: 19,322 shares 19,322 $702K 0.06% +1,056 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: 8,348 shares; 2024Q4: 7,631 shares; 2025Q1: 7,253 shares; 2025Q2: 6,631 shares; 2025Q3: 7,407 shares; 2025Q4: 7,298 shares; 2026Q1: 7,233 shares; 2026Q2: 7,262 shares 7,262 $699K 0.06% +29 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: 1,365 shares; 2024Q4: 1,422 shares; 2025Q1: 1,430 shares; 2025Q2: 1,538 shares; 2025Q3: 1,780 shares; 2025Q4: 1,875 shares; 2026Q1: 1,935 shares; 2026Q2: 1,929 shares 1,929 $699K 0.06% -6 Timeline SPAB 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: 38,345 shares; 2025Q4: 27,584 shares; 2026Q1: 23,440 shares; 2026Q2: 27,205 shares 27,205 $694K 0.06% +3,765 Timeline AOK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,249 shares; 2024Q4: 24,508 shares; 2025Q1: 30,935 shares; 2025Q2: 32,058 shares; 2025Q3: 32,308 shares; 2025Q4: 32,705 shares; 2026Q1: 32,878 shares; 2026Q2: 16,722 shares 16,722 $694K 0.06% -16,156 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: 9,829 shares; 2024Q4: 10,305 shares; 2025Q1: 10,306 shares; 2025Q2: 10,239 shares; 2025Q3: 11,817 shares; 2025Q4: 11,824 shares; 2026Q1: 11,634 shares; 2026Q2: 12,158 shares 12,158 $693K 0.06% +524 Timeline RWR 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: 23,106 shares; 2025Q4: 16,165 shares; 2026Q1: 6,233 shares; 2026Q2: 6,021 shares 6,021 $680K 0.06% -212 Timeline KHPI MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 14,173 shares; 2025Q1: 18,900 shares; 2025Q2: 39,700 shares; 2025Q3: 50,434 shares; 2025Q4: 56,160 shares; 2026Q1: 28,500 shares; 2026Q2: 26,150 shares 26,150 $675K 0.06% -2,350 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: 7,409 shares; 2024Q4: 6,500 shares; 2025Q1: 6,982 shares; 2025Q2: 7,297 shares; 2025Q3: 8,466 shares; 2025Q4: 8,494 shares; 2026Q1: 9,143 shares; 2026Q2: 9,419 shares 9,419 $671K 0.06% +276 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,727 shares; 2025Q3: 1,735 shares; 2025Q4: 1,868 shares; 2026Q1: 1,908 shares; 2026Q2: 1,991 shares 1,991 $667K 0.06% +83 Timeline BJAN 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: 133,897 shares; 2025Q2: 94,354 shares; 2025Q3: 12,062 shares; 2025Q4: 12,062 shares; 2026Q1: 11,259 shares; 2026Q2: 11,259 shares 11,259 $663K 0.06% 0 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: 5,995 shares; 2024Q4: 5,737 shares; 2025Q1: 5,813 shares; 2025Q2: 5,857 shares; 2025Q3: 7,555 shares; 2025Q4: 8,016 shares; 2026Q1: 8,043 shares; 2026Q2: 8,072 shares 8,072 $656K 0.06% +29 Timeline QCLN 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: 13,355 shares; 2024Q4: 12,635 shares; 2025Q1: 12,081 shares; 2025Q2: 12,081 shares; 2025Q3: 11,106 shares; 2025Q4: 10,382 shares; 2026Q1: 10,507 shares; 2026Q2: 10,607 shares 10,607 $650K 0.06% +100 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,193 shares; 2024Q4: 30,369 shares; 2025Q1: 30,978 shares; 2025Q2: 32,609 shares; 2025Q3: 32,731 shares; 2025Q4: 30,423 shares; 2026Q1: 25,283 shares; 2026Q2: 27,246 shares 27,246 $644K 0.06% +1,963 Timeline ATFV THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,439 shares; 2026Q1: 12,320 shares; 2026Q2: 15,415 shares 15,415 $638K 0.06% +3,095 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: 8,609 shares; 2024Q4: 8,339 shares; 2025Q1: 8,248 shares; 2025Q2: 9,380 shares; 2025Q3: 10,559 shares; 2025Q4: 9,543 shares; 2026Q1: 9,791 shares; 2026Q2: 8,792 shares 8,792 $634K 0.06% -999 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,375 shares; 2025Q1: not reported; 2025Q2: 1,499 shares; 2025Q3: 1,740 shares; 2025Q4: 1,774 shares; 2026Q1: 1,825 shares; 2026Q2: 1,845 shares 1,845 $629K 0.06% +20 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: 6,417 shares; 2024Q4: 8,019 shares; 2025Q1: 8,953 shares; 2025Q2: 8,386 shares; 2025Q3: 8,290 shares; 2025Q4: 8,171 shares; 2026Q1: 8,182 shares; 2026Q2: 7,535 shares 7,535 $624K 0.06% -647 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,778 shares; 2024Q4: 5,164 shares; 2025Q1: 4,834 shares; 2025Q2: 4,179 shares; 2025Q3: 4,795 shares; 2025Q4: 5,041 shares; 2026Q1: 4,586 shares; 2026Q2: 4,931 shares 4,931 $623K 0.06% +345 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,393 shares; 2024Q4: 1,407 shares; 2025Q1: 1,395 shares; 2025Q2: 1,376 shares; 2025Q3: 2,200 shares; 2025Q4: 2,238 shares; 2026Q1: 2,238 shares; 2026Q2: 1,805 shares 1,805 $619K 0.06% -433 Timeline DBJP 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,715 shares; 2025Q4: 7,619 shares; 2026Q1: 17,634 shares; 2026Q2: 5,362 shares 5,362 $615K 0.06% -12,272 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,410 shares; 2025Q4: 2,343 shares; 2026Q1: 2,352 shares; 2026Q2: 2,252 shares 2,252 $613K 0.06% -100 Timeline TOK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,059 shares; 2024Q4: 4,093 shares; 2025Q1: 3,991 shares; 2025Q2: 4,026 shares; 2025Q3: 4,026 shares; 2025Q4: 4,054 shares; 2026Q1: 4,054 shares; 2026Q2: 4,080 shares 4,080 $611K 0.06% +26 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,431 shares; 2025Q4: 1,681 shares; 2026Q1: 1,885 shares; 2026Q2: 3,182 shares 3,182 $610K 0.05% +1,297 Timeline ENFR ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,072 shares; 2024Q4: 14,177 shares; 2025Q1: 14,329 shares; 2025Q2: 12,179 shares; 2025Q3: 14,197 shares; 2025Q4: 15,435 shares; 2026Q1: 15,016 shares; 2026Q2: 15,572 shares 15,572 $593K 0.05% +556 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 157,818 shares; 2024Q4: 5,061 shares; 2025Q1: 115,645 shares; 2025Q2: 14,131 shares; 2025Q3: 9,046 shares; 2025Q4: 16,692 shares; 2026Q1: 261,332 shares; 2026Q2: 12,843 shares 12,843 $582K 0.05% -248,489 Timeline TECL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,320 shares; 2024Q4: 2,321 shares; 2025Q1: not reported; 2025Q2: 2,330 shares; 2025Q3: 2,335 shares; 2025Q4: 2,500 shares; 2026Q1: 2,504 shares; 2026Q2: 2,506 shares 2,506 $578K 0.05% +2 Timeline EPP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,322 shares; 2025Q4: 14,090 shares; 2026Q1: 33,269 shares; 2026Q2: 10,837 shares 10,837 $577K 0.05% -22,432 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: 244,943 shares; 2024Q4: 244,445 shares; 2025Q1: 19,387 shares; 2025Q2: 15,723 shares; 2025Q3: 15,706 shares; 2025Q4: 14,504 shares; 2026Q1: 14,504 shares; 2026Q2: 13,680 shares 13,680 $576K 0.05% -824 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,977 shares; 2025Q1: not reported; 2025Q2: 3,196 shares; 2025Q3: 2,560 shares; 2025Q4: 2,773 shares; 2026Q1: 2,996 shares; 2026Q2: 3,379 shares 3,379 $574K 0.05% +383 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 504 shares; 2026Q2: 535 shares 535 $570K 0.05% +31 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,632 shares; 2024Q4: 2,351 shares; 2025Q1: 2,352 shares; 2025Q2: 2,651 shares; 2025Q3: 2,676 shares; 2025Q4: 3,456 shares; 2026Q1: 3,468 shares; 2026Q2: 3,468 shares 3,468 $570K 0.05% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 922 shares; 2024Q4: 961 shares; 2025Q1: 1,033 shares; 2025Q2: 809 shares; 2025Q3: 774 shares; 2025Q4: 766 shares; 2026Q1: 697 shares; 2026Q2: 895 shares 895 $567K 0.05% +198 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,035 shares; 2024Q4: 6,992 shares; 2025Q1: 11,902 shares; 2025Q2: 12,058 shares; 2025Q3: 11,914 shares; 2025Q4: 12,184 shares; 2026Q1: 11,532 shares; 2026Q2: 11,915 shares 11,915 $565K 0.05% +383 Timeline DNL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,889 shares; 2025Q4: 13,212 shares; 2026Q1: 12,815 shares; 2026Q2: 12,152 shares 12,152 $561K 0.05% -663 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,744 shares; 2024Q4: not reported; 2025Q1: 6,041 shares; 2025Q2: 4,021 shares; 2025Q3: 3,998 shares; 2025Q4: 4,013 shares; 2026Q1: 8,691 shares; 2026Q2: 9,608 shares 9,608 $556K 0.05% +917 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,305 shares; 2025Q4: 1,223 shares; 2026Q1: 1,267 shares; 2026Q2: 2,925 shares 2,925 $555K 0.05% +1,658 Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,510 shares; 2025Q1: 10,583 shares; 2025Q2: 10,656 shares; 2025Q3: 10,730 shares; 2025Q4: 10,809 shares; 2026Q1: 10,884 shares; 2026Q2: 10,962 shares 10,962 $554K 0.05% +78 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,977 shares; 2025Q1: 4,996 shares; 2025Q2: 5,025 shares; 2025Q3: 5,056 shares; 2025Q4: 5,100 shares; 2026Q1: 5,121 shares; 2026Q2: 5,154 shares 5,154 $549K 0.05% +33 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE 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: 5,179 shares; 2026Q1: 5,094 shares; 2026Q2: 6,131 shares 6,131 $545K 0.05% +1,037 Timeline CIBR 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: 3,229 shares; 2025Q3: 3,239 shares; 2025Q4: 3,032 shares; 2026Q1: 3,456 shares; 2026Q2: 5,973 shares 5,973 $537K 0.05% +2,517 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,979 shares; 2024Q4: 17,475 shares; 2025Q1: 19,407 shares; 2025Q2: 17,217 shares; 2025Q3: 3,811 shares; 2025Q4: 3,746 shares; 2026Q1: 3,746 shares; 2026Q2: 3,746 shares 3,746 $533K 0.05% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,119 shares; 2025Q4: 2,173 shares; 2026Q1: 2,174 shares; 2026Q2: 2,156 shares 2,156 $531K 0.05% -18 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,606 shares; 2024Q4: 8,361 shares; 2025Q1: 8,433 shares; 2025Q2: 11,243 shares; 2025Q3: 12,296 shares; 2025Q4: 11,638 shares; 2026Q1: 11,046 shares; 2026Q2: 10,419 shares 10,419 $525K 0.05% -627 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,057 shares 3,057 $522K 0.05% new Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,008 shares; 2025Q2: 3,117 shares; 2025Q3: 3,693 shares; 2025Q4: 3,706 shares; 2026Q1: 3,712 shares; 2026Q2: 3,695 shares 3,695 $517K 0.05% -17 Timeline ESGE 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: 12,259 shares; 2025Q1: 8,290 shares; 2025Q2: 10,745 shares; 2025Q3: 10,684 shares; 2025Q4: 10,597 shares; 2026Q1: 7,103 shares; 2026Q2: 9,308 shares 9,308 $509K 0.05% +2,205 Timeline ROE EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,299 shares; 2024Q4: 8,540 shares; 2025Q1: 8,975 shares; 2025Q2: 12,127 shares; 2025Q3: not reported; 2025Q4: 12,336 shares; 2026Q1: 11,729 shares; 2026Q2: 11,884 shares 11,884 $507K 0.05% +155 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,123 shares; 2025Q3: 5,408 shares; 2025Q4: 6,713 shares; 2026Q1: 6,713 shares; 2026Q2: 6,713 shares 6,713 $506K 0.05% 0 Timeline ZECP ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,453 shares; 2024Q4: 9,884 shares; 2025Q1: 11,752 shares; 2025Q2: 11,874 shares; 2025Q3: 12,675 shares; 2025Q4: 13,353 shares; 2026Q1: 13,353 shares; 2026Q2: 13,353 shares 13,353 $504K 0.05% 0 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,536 shares; 2025Q1: 1,728 shares; 2025Q2: 2,115 shares; 2025Q3: 1,844 shares; 2025Q4: 1,683 shares; 2026Q1: 1,863 shares; 2026Q2: 1,927 shares 1,927 $490K 0.04% +64 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS 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: 27,642 shares; 2026Q1: 36,848 shares; 2026Q2: 36,530 shares 36,530 $486K 0.04% -318 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: 3,798 shares; 2024Q4: 3,754 shares; 2025Q1: 3,773 shares; 2025Q2: 3,876 shares; 2025Q3: 3,994 shares; 2025Q4: 4,205 shares; 2026Q1: 4,099 shares; 2026Q2: 4,081 shares 4,081 $480K 0.04% -18 Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 616 shares; 2026Q2: 770 shares 770 $480K 0.04% +154 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,311 shares; 2024Q4: 15,826 shares; 2025Q1: 12,949 shares; 2025Q2: 12,723 shares; 2025Q3: 13,535 shares; 2025Q4: 12,374 shares; 2026Q1: 8,155 shares; 2026Q2: 8,126 shares 8,126 $468K 0.04% -29 Timeline PXH 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: 18,066 shares; 2024Q4: 17,912 shares; 2025Q1: 17,078 shares; 2025Q2: 16,906 shares; 2025Q3: 16,717 shares; 2025Q4: 16,740 shares; 2026Q1: 16,787 shares; 2026Q2: 16,787 shares 16,787 $468K 0.04% 0 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,947 shares; 2024Q4: 4,848 shares; 2025Q1: 3,540 shares; 2025Q2: 3,540 shares; 2025Q3: 4,016 shares; 2025Q4: 5,008 shares; 2026Q1: 5,248 shares; 2026Q2: 5,296 shares 5,296 $465K 0.04% +48 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,901 shares; 2025Q4: 9,895 shares; 2026Q1: 13,658 shares; 2026Q2: 13,939 shares 13,939 $464K 0.04% +281 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,000 shares; 2026Q2: 56,205 shares 56,205 $463K 0.04% +35,205 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 335 shares; 2025Q1: 388 shares; 2025Q2: 406 shares; 2025Q3: 452 shares; 2025Q4: 493 shares; 2026Q1: 497 shares; 2026Q2: 481 shares 481 $462K 0.04% -16 Timeline XSHQ 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: 11,086 shares; 2025Q4: 9,489 shares; 2026Q1: 9,192 shares; 2026Q2: 9,483 shares 9,483 $459K 0.04% +291 Timeline BAB 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: 182,539 shares; 2024Q4: 63,622 shares; 2025Q1: 383,090 shares; 2025Q2: 38,841 shares; 2025Q3: 26,465 shares; 2025Q4: 23,448 shares; 2026Q1: 16,947 shares; 2026Q2: 16,854 shares 16,854 $452K 0.04% -93 Timeline MAMA MAMAS CREATIONS INC More: the full row for MAMAS CREATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,000 shares; 2024Q4: 25,000 shares; 2025Q1: 25,000 shares; 2025Q2: 25,000 shares; 2025Q3: 25,000 shares; 2025Q4: 25,000 shares; 2026Q1: 25,000 shares; 2026Q2: 25,000 shares 25,000 $446K 0.04% 0 Timeline ESML 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: 7,622 shares; 2026Q2: 7,910 shares 7,910 $442K 0.04% +288 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,728 shares; 2024Q4: 26,063 shares; 2025Q1: 24,174 shares; 2025Q2: 24,418 shares; 2025Q3: 24,689 shares; 2025Q4: 24,253 shares; 2026Q1: 22,950 shares; 2026Q2: 22,502 shares 22,502 $441K 0.04% -448 Timeline PFS PROVIDENT FINL SVCS INC More: the full row for PROVIDENT FINL SVCS 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: 18,597 shares; 2025Q4: 18,597 shares; 2026Q1: 18,597 shares; 2026Q2: 18,597 shares 18,597 $440K 0.04% 0 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: 2,711 shares; 2024Q4: 2,732 shares; 2025Q1: 2,796 shares; 2025Q2: 2,804 shares; 2025Q3: 3,167 shares; 2025Q4: 3,175 shares; 2026Q1: 3,326 shares; 2026Q2: 3,459 shares 3,459 $438K 0.04% +133 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,297 shares; 2025Q1: 9,297 shares; 2025Q2: 9,297 shares; 2025Q3: 9,372 shares; 2025Q4: 9,372 shares; 2026Q1: 9,349 shares; 2026Q2: 9,362 shares 9,362 $436K 0.04% +13 Timeline SOXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,623 shares 1,623 $433K 0.04% new Timeline ARTY 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: 5,663 shares 5,663 $431K 0.04% new Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,156 shares; 2024Q4: 1,157 shares; 2025Q1: 1,148 shares; 2025Q2: 1,149 shares; 2025Q3: 1,160 shares; 2025Q4: 1,164 shares; 2026Q1: 1,170 shares; 2026Q2: 1,300 shares 1,300 $429K 0.04% +130 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,959 shares; 2024Q4: 7,959 shares; 2025Q1: 7,959 shares; 2025Q2: 7,959 shares; 2025Q3: 7,959 shares; 2025Q4: 7,164 shares; 2026Q1: 7,989 shares; 2026Q2: 7,608 shares 7,608 $428K 0.04% -381 Timeline DFEB 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: 11,083 shares; 2024Q4: 11,080 shares; 2025Q1: 10,816 shares; 2025Q2: 10,361 shares; 2025Q3: 10,028 shares; 2025Q4: 9,152 shares; 2026Q1: 8,470 shares; 2026Q2: 8,470 shares 8,470 $428K 0.04% 0 Timeline BALI 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: 8,484 shares; 2025Q2: 8,633 shares; 2025Q3: 13,004 shares; 2025Q4: 11,846 shares; 2026Q1: 12,070 shares; 2026Q2: 12,365 shares 12,365 $418K 0.04% +295 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,839 shares; 2024Q4: 1,866 shares; 2025Q1: 1,840 shares; 2025Q2: 1,844 shares; 2025Q3: 1,857 shares; 2025Q4: 1,837 shares; 2026Q1: 1,839 shares; 2026Q2: 1,839 shares 1,839 $418K 0.04% 0 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,229 shares; 2026Q1: 17,229 shares; 2026Q2: 17,229 shares 17,229 $416K 0.04% 0 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 45,279 shares; 2025Q2: 71,547 shares; 2025Q3: 17,387 shares; 2025Q4: 17,138 shares; 2026Q1: 6,683 shares; 2026Q2: 6,678 shares 6,678 $415K 0.04% -5 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,066 shares; 2024Q4: 49,985 shares; 2025Q1: 49,985 shares; 2025Q2: 48,973 shares; 2025Q3: 48,949 shares; 2025Q4: 50,437 shares; 2026Q1: 45,393 shares; 2026Q2: 39,065 shares 39,065 $411K 0.04% -6,328 Timeline PDP 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: 3,360 shares; 2025Q4: 2,765 shares; 2026Q1: 2,765 shares; 2026Q2: 2,656 shares 2,656 $403K 0.04% -109 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 603 shares 603 $396K 0.04% new Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,250 shares; 2024Q4: 15,100 shares; 2025Q1: 15,100 shares; 2025Q2: 15,100 shares; 2025Q3: 13,335 shares; 2025Q4: 13,309 shares; 2026Q1: 13,307 shares; 2026Q2: 13,305 shares 13,305 $395K 0.04% -2 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: 3,305 shares; 2024Q4: 3,162 shares; 2025Q1: 3,144 shares; 2025Q2: 3,159 shares; 2025Q3: 4,227 shares; 2025Q4: 4,173 shares; 2026Q1: 4,142 shares; 2026Q2: 4,295 shares 4,295 $390K 0.04% +153 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,358 shares; 2025Q3: 2,908 shares; 2025Q4: 2,066 shares; 2026Q1: 2,066 shares; 2026Q2: 2,066 shares 2,066 $389K 0.03% 0 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,644 shares; 2024Q4: 3,661 shares; 2025Q1: 3,520 shares; 2025Q2: 2,986 shares; 2025Q3: 3,048 shares; 2025Q4: 2,955 shares; 2026Q1: 2,980 shares; 2026Q2: 3,061 shares 3,061 $387K 0.03% +81 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: 3,129 shares; 2024Q4: 3,241 shares; 2025Q1: 3,167 shares; 2025Q2: 2,836 shares; 2025Q3: 2,883 shares; 2025Q4: 2,801 shares; 2026Q1: 2,801 shares; 2026Q2: 2,802 shares 2,802 $385K 0.03% +1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,141 shares; 2026Q1: 11,076 shares; 2026Q2: 11,076 shares 11,076 $383K 0.03% 0 Timeline BUFF 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: 9,750 shares; 2025Q2: 9,750 shares; 2025Q3: 9,750 shares; 2025Q4: 9,496 shares; 2026Q1: 7,275 shares; 2026Q2: 7,275 shares 7,275 $383K 0.03% 0 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: 2,331 shares; 2024Q4: 2,291 shares; 2025Q1: 2,456 shares; 2025Q2: 2,277 shares; 2025Q3: 3,057 shares; 2025Q4: 2,607 shares; 2026Q1: 2,673 shares; 2026Q2: 2,757 shares 2,757 $373K 0.03% +84 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 516 shares 516 $373K 0.03% new Timeline NULV 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: 14,571 shares; 2024Q4: 19,058 shares; 2025Q1: 15,744 shares; 2025Q2: 26,552 shares; 2025Q3: 7,551 shares; 2025Q4: 7,440 shares; 2026Q1: 7,440 shares; 2026Q2: 7,440 shares 7,440 $372K 0.03% 0 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: 358 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,232 shares 1,232 $372K 0.03% 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: 807 shares; 2024Q4: 812 shares; 2025Q1: 891 shares; 2025Q2: 686 shares; 2025Q3: 865 shares; 2025Q4: 839 shares; 2026Q1: 869 shares; 2026Q2: 1,090 shares 1,090 $369K 0.03% +221 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: 1,127 shares; 2024Q4: 1,082 shares; 2025Q1: 1,186 shares; 2025Q2: 1,129 shares; 2025Q3: 1,346 shares; 2025Q4: 1,334 shares; 2026Q1: 1,410 shares; 2026Q2: 1,361 shares 1,361 $368K 0.03% -49 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 571 shares 571 $365K 0.03% new Timeline ROBT FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,445 shares 6,445 $363K 0.03% new Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,366 shares; 2024Q4: 1,367 shares; 2025Q1: 1,355 shares; 2025Q2: 52,368 shares; 2025Q3: 52,155 shares; 2025Q4: 102,677 shares; 2026Q1: 3,150 shares; 2026Q2: 3,057 shares 3,057 $358K 0.03% -93 Timeline AGGA EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,729 shares; 2025Q3: 9,626 shares; 2025Q4: 9,637 shares; 2026Q1: 9,475 shares; 2026Q2: 14,182 shares 14,182 $356K 0.03% +4,707 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,485 shares; 2025Q2: 1,459 shares; 2025Q3: 1,515 shares; 2025Q4: 1,513 shares; 2026Q1: 1,547 shares; 2026Q2: 1,545 shares 1,545 $351K 0.03% -2 Timeline OTF BLUE OWL TECHNOLOGY FIN CORP More: the full row for BLUE OWL TECHNOLOGY FIN 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: 10,283 shares; 2026Q1: 20,145 shares; 2026Q2: 33,421 shares 33,421 $346K 0.03% +13,276 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,569 shares; 2024Q4: 5,480 shares; 2025Q1: 5,185 shares; 2025Q2: 3,468 shares; 2025Q3: 3,418 shares; 2025Q4: 3,368 shares; 2026Q1: 3,193 shares; 2026Q2: 3,074 shares 3,074 $345K 0.03% -119 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: 53,289 shares; 2024Q4: 53,191 shares; 2025Q1: 5,849 shares; 2025Q2: 4,680 shares; 2025Q3: 4,674 shares; 2025Q4: 4,339 shares; 2026Q1: 4,339 shares; 2026Q2: 4,339 shares 4,339 $336K 0.03% 0 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,575 shares; 2025Q1: 10,575 shares; 2025Q2: 10,575 shares; 2025Q3: 10,575 shares; 2025Q4: 10,575 shares; 2026Q1: 10,575 shares; 2026Q2: 10,575 shares 10,575 $329K 0.03% 0 Timeline CAGE CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,841 shares 11,841 $328K 0.03% new Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,628 shares; 2024Q4: 1,651 shares; 2025Q1: 1,846 shares; 2025Q2: 1,876 shares; 2025Q3: 1,958 shares; 2025Q4: 1,664 shares; 2026Q1: 2,563 shares; 2026Q2: 2,238 shares 2,238 $328K 0.03% -325 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 494 shares; 2024Q4: 500 shares; 2025Q1: 504 shares; 2025Q2: 498 shares; 2025Q3: 547 shares; 2025Q4: 545 shares; 2026Q1: 546 shares; 2026Q2: 620 shares 620 $322K 0.03% +74 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 960 shares; 2025Q3: 960 shares; 2025Q4: 960 shares; 2026Q1: 960 shares; 2026Q2: 960 shares 960 $321K 0.03% 0 Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,350 shares; 2024Q4: 20,963 shares; 2025Q1: 20,565 shares; 2025Q2: 20,712 shares; 2025Q3: 19,670 shares; 2025Q4: 16,833 shares; 2026Q1: 17,065 shares; 2026Q2: 15,319 shares 15,319 $319K 0.03% -1,746 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,317 shares; 2024Q4: 18,684 shares; 2025Q1: 19,061 shares; 2025Q2: 19,449 shares; 2025Q3: 20,717 shares; 2025Q4: 21,096 shares; 2026Q1: 21,512 shares; 2026Q2: 21,929 shares 21,929 $319K 0.03% +417 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: 734 shares 734 $318K 0.03% new Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,632 shares; 2026Q1: 3,402 shares; 2026Q2: 2,939 shares 2,939 $316K 0.03% -463 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,001 shares; 2024Q4: 4,279 shares; 2025Q1: 3,636 shares; 2025Q2: 3,450 shares; 2025Q3: 3,560 shares; 2025Q4: 3,513 shares; 2026Q1: 3,532 shares; 2026Q2: 4,200 shares 4,200 $312K 0.03% +668 Timeline BCSF BAIN CAP SPECIALTY FIN INC More: the full row for BAIN CAP SPECIALTY FIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,117 shares; 2024Q4: 30,192 shares; 2025Q1: 32,910 shares; 2025Q2: 23,482 shares; 2025Q3: 24,874 shares; 2025Q4: 24,921 shares; 2026Q1: 24,432 shares; 2026Q2: 24,441 shares 24,441 $306K 0.03% +9 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: 2,017 shares; 2024Q4: 2,017 shares; 2025Q1: 2,017 shares; 2025Q2: 2,017 shares; 2025Q3: 2,017 shares; 2025Q4: 2,123 shares; 2026Q1: 2,823 shares; 2026Q2: 5,434 shares 5,434 $305K 0.03% +2,611 Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,689 shares 5,689 $304K 0.03% new Timeline QDVO 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: 9,643 shares; 2025Q1: 11,086 shares; 2025Q2: 11,534 shares; 2025Q3: 11,534 shares; 2025Q4: 12,121 shares; 2026Q1: 10,173 shares; 2026Q2: 10,173 shares 10,173 $304K 0.03% 0 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,358 shares; 2024Q4: 16,181 shares; 2025Q1: 10,115 shares; 2025Q2: 8,825 shares; 2025Q3: 8,747 shares; 2025Q4: 7,870 shares; 2026Q1: 7,645 shares; 2026Q2: 7,159 shares 7,159 $297K 0.03% -486 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN 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: 7,033 shares; 2025Q4: 8,994 shares; 2026Q1: 10,021 shares; 2026Q2: 9,228 shares 9,228 $294K 0.03% -793 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: not reported; 2025Q2: not reported; 2025Q3: 3,423 shares; 2025Q4: 2,976 shares; 2026Q1: 2,807 shares; 2026Q2: 2,808 shares 2,808 $292K 0.03% +1 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,938 shares; 2024Q4: 1,768 shares; 2025Q1: 1,873 shares; 2025Q2: not reported; 2025Q3: 1,822 shares; 2025Q4: 1,863 shares; 2026Q1: 1,817 shares; 2026Q2: 1,800 shares 1,800 $291K 0.03% -17 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,122 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,180 shares; 2025Q4: 2,143 shares; 2026Q1: not reported; 2026Q2: 2,143 shares 2,143 $291K 0.03% new Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,765 shares; 2025Q3: 6,640 shares; 2025Q4: 6,557 shares; 2026Q1: 6,479 shares; 2026Q2: 6,479 shares 6,479 $291K 0.03% 0 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,915 shares; 2024Q4: 5,546 shares; 2025Q1: 6,830 shares; 2025Q2: 24,113 shares; 2025Q3: 15,715 shares; 2025Q4: 13,767 shares; 2026Q1: 8,920 shares; 2026Q2: 5,884 shares 5,884 $285K 0.03% -3,036 Timeline EMHY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,985 shares; 2026Q2: 6,943 shares 6,943 $282K 0.03% -42 Timeline AOR 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: 3,479 shares; 2026Q1: 3,467 shares; 2026Q2: 4,049 shares 4,049 $281K 0.03% +582 Timeline FRI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,600 shares; 2025Q4: 8,881 shares; 2026Q1: 8,864 shares; 2026Q2: 8,864 shares 8,864 $281K 0.03% 0 Timeline CURE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,434 shares; 2024Q4: 2,443 shares; 2025Q1: 2,443 shares; 2025Q2: not reported; 2025Q3: 2,471 shares; 2025Q4: 2,477 shares; 2026Q1: 2,485 shares; 2026Q2: 2,493 shares 2,493 $280K 0.03% +8 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,657 shares; 2025Q2: 2,851 shares; 2025Q3: 3,020 shares; 2025Q4: 3,058 shares; 2026Q1: 3,104 shares; 2026Q2: 3,026 shares 3,026 $279K 0.03% -78 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,197 shares; 2025Q4: 1,253 shares; 2026Q1: 1,261 shares; 2026Q2: 1,082 shares 1,082 $277K 0.02% -179 Timeline MPTI M-TRON INDS INC More: the full row for M-TRON INDS 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: 2,775 shares 2,775 $275K 0.02% new Timeline SPXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,072 shares; 2025Q4: 1,080 shares; 2026Q1: 1,098 shares; 2026Q2: 1,010 shares 1,010 $273K 0.02% -88 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,628 shares; 2024Q4: 1,651 shares; 2025Q1: 1,552 shares; 2025Q2: 1,542 shares; 2025Q3: 1,573 shares; 2025Q4: 1,535 shares; 2026Q1: 1,525 shares; 2026Q2: 1,225 shares 1,225 $270K 0.02% -300 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: 1,486 shares; 2024Q4: 1,298 shares; 2025Q1: 888 shares; 2025Q2: 661 shares; 2025Q3: 683 shares; 2025Q4: 631 shares; 2026Q1: not reported; 2026Q2: 650 shares 650 $270K 0.02% new Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,162 shares; 2026Q1: 3,450 shares; 2026Q2: 2,319 shares 2,319 $269K 0.02% -1,131 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,893 shares; 2025Q3: 37,646 shares; 2025Q4: 60,379 shares; 2026Q1: 36,046 shares; 2026Q2: 5,320 shares 5,320 $269K 0.02% -30,726 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: 2,746 shares; 2025Q4: 2,632 shares; 2026Q1: 2,633 shares; 2026Q2: 2,547 shares 2,547 $265K 0.02% -86 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 956 shares; 2025Q1: not reported; 2025Q2: 954 shares; 2025Q3: 954 shares; 2025Q4: 954 shares; 2026Q1: 954 shares; 2026Q2: 954 shares 954 $261K 0.02% 0 Timeline DVY 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: 1,842 shares; 2025Q4: 1,851 shares; 2026Q1: 1,657 shares; 2026Q2: 1,667 shares 1,667 $261K 0.02% +10 Timeline DMBS DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,280 shares 5,280 $259K 0.02% new Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,289 shares; 2026Q2: 3,414 shares 3,414 $258K 0.02% +125 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,612 shares; 2024Q4: 6,659 shares; 2025Q1: 6,193 shares; 2025Q2: 4,160 shares; 2025Q3: 4,054 shares; 2025Q4: 4,032 shares; 2026Q1: 3,926 shares; 2026Q2: 3,851 shares 3,851 $256K 0.02% -75 Timeline RSPA 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,788 shares 4,788 $255K 0.02% new Timeline RISR TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,973 shares; 2024Q4: 6,973 shares; 2025Q1: 7,651 shares; 2025Q2: 7,409 shares; 2025Q3: 7,409 shares; 2025Q4: 7,409 shares; 2026Q1: 7,016 shares; 2026Q2: 7,016 shares 7,016 $254K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 674 shares; 2026Q1: 677 shares; 2026Q2: 677 shares 677 $251K 0.02% 0 Timeline LQDA LIQUIDIA CORPORATION More: the full row for LIQUIDIA 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: not reported; 2026Q1: not reported; 2026Q2: 3,116 shares 3,116 $248K 0.02% new 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: 999 shares; 2024Q4: 989 shares; 2025Q1: 1,189 shares; 2025Q2: 1,330 shares; 2025Q3: 2,092 shares; 2025Q4: 2,084 shares; 2026Q1: 1,893 shares; 2026Q2: 1,575 shares 1,575 $247K 0.02% -318 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,037 shares; 2024Q4: 2,037 shares; 2025Q1: 2,037 shares; 2025Q2: 2,017 shares; 2025Q3: 2,017 shares; 2025Q4: 2,116 shares; 2026Q1: 2,419 shares; 2026Q2: 2,422 shares 2,422 $244K 0.02% +3 Timeline PNQI 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: 13,729 shares; 2024Q4: 13,139 shares; 2025Q1: 12,936 shares; 2025Q2: 9,915 shares; 2025Q3: 9,915 shares; 2025Q4: 9,915 shares; 2026Q1: 9,915 shares; 2026Q2: 5,351 shares 5,351 $244K 0.02% -4,564 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,321 shares; 2024Q4: not reported; 2025Q1: 2,245 shares; 2025Q2: 2,259 shares; 2025Q3: 2,371 shares; 2025Q4: not reported; 2026Q1: 2,341 shares; 2026Q2: 2,379 shares 2,379 $243K 0.02% +38 Timeline ICOW 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: 311,739 shares; 2024Q4: 343,267 shares; 2025Q1: 251,773 shares; 2025Q2: 41,310 shares; 2025Q3: 7,127 shares; 2025Q4: 6,525 shares; 2026Q1: 6,177 shares; 2026Q2: 5,784 shares 5,784 $241K 0.02% -393 Timeline FVAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,392 shares; 2025Q4: 3,044 shares; 2026Q1: 3,044 shares; 2026Q2: 3,044 shares 3,044 $237K 0.02% 0 Timeline ZAP GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,767 shares 6,767 $234K 0.02% new Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,150 shares; 2024Q4: 9,939 shares; 2025Q1: 6,943 shares; 2025Q2: 4,557 shares; 2025Q3: 2,301 shares; 2025Q4: 2,629 shares; 2026Q1: not reported; 2026Q2: 2,428 shares 2,428 $234K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,037 shares; 2025Q4: 6,346 shares; 2026Q1: 4,379 shares; 2026Q2: 4,046 shares 4,046 $233K 0.02% -333 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,546 shares 2,546 $232K 0.02% new Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB 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: 2,237 shares 2,237 $227K 0.02% new Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,652 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,757 shares; 2025Q4: 4,759 shares; 2026Q1: 4,734 shares; 2026Q2: 4,736 shares 4,736 $225K 0.02% +2 Timeline GHYG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,640 shares; 2024Q4: 12,344 shares; 2025Q1: 12,580 shares; 2025Q2: 36,813 shares; 2025Q3: 34,991 shares; 2025Q4: 8,062 shares; 2026Q1: 4,958 shares; 2026Q2: 4,947 shares 4,947 $224K 0.02% -11 Timeline TRFK PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,094 shares 2,094 $223K 0.02% new Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,422 shares; 2024Q4: 21,083 shares; 2025Q1: 5,018 shares; 2025Q2: 127,451 shares; 2025Q3: 14,586 shares; 2025Q4: 13,469 shares; 2026Q1: 4,593 shares; 2026Q2: 4,593 shares 4,593 $222K 0.02% 0 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,404 shares; 2025Q4: 2,454 shares; 2026Q1: 2,469 shares; 2026Q2: 2,145 shares 2,145 $221K 0.02% -324 Timeline EBND 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: 33,090 shares; 2025Q4: 27,903 shares; 2026Q1: 10,949 shares; 2026Q2: 10,502 shares 10,502 $220K 0.02% -447 Timeline FXH 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: 1,966 shares; 2024Q4: 1,977 shares; 2025Q1: 1,977 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,772 shares; 2026Q1: not reported; 2026Q2: 1,775 shares 1,775 $217K 0.02% new Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,415 shares; 2025Q3: 6,115 shares; 2025Q4: not reported; 2026Q1: 15,293 shares; 2026Q2: 21,497 shares 21,497 $216K 0.02% +6,204 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: 1,448 shares 1,448 $215K 0.02% new Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 724 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 491 shares; 2026Q1: 494 shares; 2026Q2: 431 shares 431 $214K 0.02% -63 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,972 shares 1,972 $213K 0.02% new Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,381 shares; 2024Q4: 10,864 shares; 2025Q1: 3,386 shares; 2025Q2: not reported; 2025Q3: 2,504 shares; 2025Q4: 2,500 shares; 2026Q1: not reported; 2026Q2: 2,224 shares 2,224 $212K 0.02% new 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: 2,606 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,482 shares; 2026Q1: 2,322 shares; 2026Q2: 2,194 shares 2,194 $212K 0.02% -128 Timeline EBAY EBAY INC. More: the full row for EBAY 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: 1,888 shares 1,888 $211K 0.02% new Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,400 shares; 2026Q2: 5,902 shares 5,902 $208K 0.02% +502 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 818 shares; 2024Q4: 653 shares; 2025Q1: 658 shares; 2025Q2: 477 shares; 2025Q3: 470 shares; 2025Q4: 446 shares; 2026Q1: 483 shares; 2026Q2: 521 shares 521 $207K 0.02% +38 Timeline ECOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,698 shares; 2026Q2: 7,672 shares 7,672 $203K 0.02% -26 Timeline USA LIBERTY ALL STAR EQUITY FD More: the full row for LIBERTY ALL STAR EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,999 shares; 2024Q4: 18,999 shares; 2025Q1: 26,171 shares; 2025Q2: 27,276 shares; 2025Q3: 28,867 shares; 2025Q4: 28,952 shares; 2026Q1: 30,949 shares; 2026Q2: 34,018 shares 34,018 $198K 0.02% +3,069 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,882 shares; 2024Q4: 10,022 shares; 2025Q1: 10,111 shares; 2025Q2: 10,084 shares; 2025Q3: 10,229 shares; 2025Q4: 10,209 shares; 2026Q1: 10,357 shares; 2026Q2: 10,264 shares 10,264 $192K 0.02% -93 Timeline MFIC MIDCAP FINANCIAL INVSTMNT CO More: the full row for MIDCAP FINANCIAL INVSTMNT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,844 shares; 2024Q4: 17,060 shares; 2025Q1: 17,290 shares; 2025Q2: 17,539 shares; 2025Q3: 17,803 shares; 2025Q4: 18,092 shares; 2026Q1: 18,341 shares; 2026Q2: 18,637 shares 18,637 $188K 0.02% +296 Timeline PDO PIMCO DYNAMIC INCOME OPRNTS More: the full row for PIMCO DYNAMIC INCOME OPRNTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,241 shares; 2024Q4: 13,167 shares; 2025Q1: 13,167 shares; 2025Q2: 13,167 shares; 2025Q3: 13,167 shares; 2025Q4: 13,167 shares; 2026Q1: 13,167 shares; 2026Q2: 13,167 shares 13,167 $174K 0.02% 0 Timeline UUUU ENERGY FUELS INC More: the full row for ENERGY FUELS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,654 shares; 2024Q4: 10,654 shares; 2025Q1: 10,674 shares; 2025Q2: 10,674 shares; 2025Q3: 10,674 shares; 2025Q4: 10,674 shares; 2026Q1: 10,674 shares; 2026Q2: 10,674 shares 10,674 $155K 0.01% 0 Timeline DHC DIVERSIFIED HEALTHCARE TR More: the full row for DIVERSIFIED HEALTHCARE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,400 shares; 2024Q4: 18,400 shares; 2025Q1: 18,400 shares; 2025Q2: 18,400 shares; 2025Q3: 18,400 shares; 2025Q4: 18,400 shares; 2026Q1: 18,400 shares; 2026Q2: 16,400 shares 16,400 $153K 0.01% -2,000 Timeline FAX ABRDN ASIA PACIFIC INCOME FU More: the full row for ABRDN ASIA PACIFIC INCOME FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,047 shares 10,047 $148K 0.01% new Timeline GGN GAMCO GLOBAL GOLD NAT RES & More: the full row for GAMCO GLOBAL GOLD NAT RES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,549 shares; 2024Q4: 26,549 shares; 2025Q1: 27,785 shares; 2025Q2: 28,024 shares; 2025Q3: 28,024 shares; 2025Q4: 28,024 shares; 2026Q1: 28,024 shares; 2026Q2: 28,024 shares 28,024 $136K 0.01% 0 Timeline XEVVX EATON VANCE LIMITED DURATION More: the full row for EATON VANCE LIMITED DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,674 shares; 2024Q4: 14,926 shares; 2025Q1: 15,162 shares; 2025Q2: 13,672 shares; 2025Q3: 13,881 shares; 2025Q4: 13,647 shares; 2026Q1: 14,130 shares; 2026Q2: 14,363 shares 14,363 $135K 0.01% +233 Timeline EVC ENTRAVISION COMMUNICATIONS C More: the full row for ENTRAVISION COMMUNICATIONS C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,950 shares; 2024Q4: 11,950 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares; 2026Q1: 12,000 shares; 2026Q2: 10,200 shares 10,200 $133K 0.01% -1,800 Timeline ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,231 shares; 2024Q4: 29,231 shares; 2025Q1: 37,368 shares; 2025Q2: 37,368 shares; 2025Q3: 37,368 shares; 2025Q4: 37,368 shares; 2026Q1: 37,368 shares; 2026Q2: 37,368 shares 37,368 $117K 0.01% 0 Timeline NPCT NUVEEN CORE PLUS IMPACT FUND More: the full row for NUVEEN CORE PLUS IMPACT FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,605 shares; 2024Q4: 20,205 shares; 2025Q1: 12,767 shares; 2025Q2: 10,267 shares; 2025Q3: 10,267 shares; 2025Q4: 10,267 shares; 2026Q1: 10,267 shares; 2026Q2: 10,267 shares 10,267 $104K 0.01% 0 Timeline LAND GLADSTONE LD CORP More: the full row for GLADSTONE LD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,121 shares; 2024Q4: 13,242 shares; 2025Q1: 12,222 shares; 2025Q2: 12,226 shares; 2025Q3: 11,362 shares; 2025Q4: 11,341 shares; 2026Q1: 11,464 shares; 2026Q2: 11,454 shares 11,454 $97.7K 0.01% -10 Timeline SG SWEETGREEN INC More: the full row for SWEETGREEN 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: 12,798 shares; 2025Q4: not reported; 2026Q1: 10,800 shares; 2026Q2: 10,300 shares 10,300 $90.7K 0.01% -500 Timeline QS QUANTUMSCAPE CORP More: the full row for QUANTUMSCAPE 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: 10,250 shares; 2026Q2: 10,466 shares 10,466 $79.1K 0.01% +216 Timeline RXRX RECURSION PHARMACEUTICALS IN More: the full row for RECURSION PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,500 shares; 2025Q3: 17,500 shares; 2025Q4: 17,200 shares; 2026Q1: 19,200 shares; 2026Q2: 19,200 shares 19,200 $70.5K 0.01% 0 Timeline NIO NIO INC More: the full row for NIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,603 shares; 2024Q4: 17,556 shares; 2025Q1: 15,086 shares; 2025Q2: 11,236 shares; 2025Q3: 10,736 shares; 2025Q4: 10,733 shares; 2026Q1: 10,733 shares; 2026Q2: 11,483 shares 11,483 $58.1K 0.01% +750 Timeline SIGA SIGA TECHNOLOGIES INC More: the full row for SIGA TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,000 shares; 2024Q4: 13,000 shares; 2025Q1: 13,000 shares; 2025Q2: 13,000 shares; 2025Q3: 13,000 shares; 2025Q4: 13,000 shares; 2026Q1: 13,000 shares; 2026Q2: 13,000 shares 13,000 $47.3K <0.01% 0 Timeline PSEC PROSPECT CAP CORP More: the full row for PROSPECT CAP 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: 15,672 shares; 2026Q1: 15,872 shares; 2026Q2: 15,667 shares 15,667 $36.2K <0.01% -205 Timeline CLWT EURO TECH HOLDINGS CO LTD More: the full row for EURO TECH HOLDINGS CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,074 shares; 2024Q4: 12,400 shares; 2025Q1: 14,225 shares; 2025Q2: 15,300 shares; 2025Q3: 15,300 shares; 2025Q4: 15,300 shares; 2026Q1: 16,900 shares; 2026Q2: 18,600 shares 18,600 $31.8K <0.01% +1,700 Timeline CBUS CIBUS INC More: the full row for CIBUS 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: 15,044 shares 15,044 $20.6K <0.01% new Timeline AKBA AKEBIA THREAPEUTICS INC More: the full row for AKEBIA THREAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,000 shares; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares; 2025Q4: 15,000 shares; 2026Q1: 15,000 shares; 2026Q2: 15,300 shares 15,300 $17.4K <0.01% +300 Timeline GERN GERON CORP More: the full row for GERON 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: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $12.8K <0.01% 0 Timeline TLPH TALPHERA INC More: the full row for TALPHERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,000 shares; 2025Q2: 10,300 shares; 2025Q3: 11,500 shares; 2025Q4: 11,500 shares; 2026Q1: 11,500 shares; 2026Q2: 11,500 shares 11,500 $11.8K <0.01% 0 Timeline BTCS BTCS INC More: the full row for BTCS 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: 10,500 shares 10,500 $11.7K <0.01% new Timeline HUMA HUMACYTE INC More: the full row for HUMACYTE 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: 11,500 shares 11,500 $8.97K <0.01% new Timeline