AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,342 shares; 2024Q4: 45,310 shares; 2025Q1: 46,037 shares; 2025Q2: 47,587 shares; 2025Q3: 47,723 shares; 2025Q4: 41,362 shares; 2026Q1: 41,604 shares; 2026Q2: 41,661 shares 41,661 $12.1M 4.97% +57 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: 18,298 shares; 2024Q4: 18,544 shares; 2025Q1: 19,192 shares; 2025Q2: 19,513 shares; 2025Q3: 19,618 shares; 2025Q4: 39,233 shares; 2026Q1: 41,063 shares; 2026Q2: 41,302 shares 41,302 $7.87M 3.25% +239 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: 29,991 shares; 2024Q4: 29,931 shares; 2025Q1: 29,355 shares; 2025Q2: 29,270 shares; 2025Q3: 29,050 shares; 2025Q4: 28,676 shares; 2026Q1: 28,653 shares; 2026Q2: 28,083 shares 28,083 $7.43M 3.07% -570 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: 12,047 shares; 2024Q4: 12,214 shares; 2025Q1: 12,137 shares; 2025Q2: 12,755 shares; 2025Q3: 13,270 shares; 2025Q4: 13,160 shares; 2026Q1: 13,547 shares; 2026Q2: 13,575 shares 13,575 $6.79M 2.8% +28 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,344 shares; 2024Q4: 55,294 shares; 2025Q1: 55,793 shares; 2025Q2: 54,440 shares; 2025Q3: 53,560 shares; 2025Q4: 51,941 shares; 2026Q1: 52,043 shares; 2026Q2: 50,818 shares 50,818 $6.05M 2.5% -1,225 Timeline PPA 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: 28,266 shares; 2024Q4: 28,539 shares; 2025Q1: 29,115 shares; 2025Q2: 28,964 shares; 2025Q3: 29,074 shares; 2025Q4: 29,103 shares; 2026Q1: 29,484 shares; 2026Q2: 30,787 shares 30,787 $5.44M 2.24% +1,303 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: 56,388 shares; 2024Q4: 55,993 shares; 2025Q1: 55,933 shares; 2025Q2: 55,623 shares; 2025Q3: 56,623 shares; 2025Q4: 58,456 shares; 2026Q1: 60,646 shares; 2026Q2: 58,451 shares 58,451 $5.25M 2.17% -2,195 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: 18,599 shares; 2024Q4: 18,704 shares; 2025Q1: 18,569 shares; 2025Q2: 18,151 shares; 2025Q3: 17,960 shares; 2025Q4: 17,865 shares; 2026Q1: 17,910 shares; 2026Q2: 16,679 shares 16,679 $4.73M 1.95% -1,231 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,649 shares; 2024Q4: 3,443 shares; 2025Q1: 4,964 shares; 2025Q2: 5,709 shares; 2025Q3: 5,874 shares; 2025Q4: 5,957 shares; 2026Q1: 6,471 shares; 2026Q2: 6,526 shares 6,526 $4.18M 1.72% +55 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,711 shares; 2024Q4: 5,741 shares; 2025Q1: 5,900 shares; 2025Q2: 5,946 shares; 2025Q3: 5,923 shares; 2025Q4: 5,919 shares; 2026Q1: 6,163 shares; 2026Q2: 5,602 shares 5,602 $4.13M 1.7% -561 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,223 shares; 2024Q4: 25,258 shares; 2025Q1: 24,791 shares; 2025Q2: 24,193 shares; 2025Q3: 23,843 shares; 2025Q4: 23,473 shares; 2026Q1: 22,968 shares; 2026Q2: 22,596 shares 22,596 $4.04M 1.66% -372 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,376 shares; 2024Q4: 8,096 shares; 2025Q1: 8,403 shares; 2025Q2: 8,343 shares; 2025Q3: 8,475 shares; 2025Q4: 8,475 shares; 2026Q1: 8,440 shares; 2026Q2: 8,502 shares 8,502 $3.58M 1.47% +62 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,309 shares; 2024Q4: 39,691 shares; 2025Q1: 38,494 shares; 2025Q2: 38,095 shares; 2025Q3: 38,015 shares; 2025Q4: 37,809 shares; 2026Q1: 37,699 shares; 2026Q2: 37,436 shares 37,436 $3.21M 1.32% -263 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: 29,114 shares; 2024Q4: 29,019 shares; 2025Q1: 28,909 shares; 2025Q2: 29,004 shares; 2025Q3: 28,829 shares; 2025Q4: 28,599 shares; 2026Q1: 28,554 shares; 2026Q2: 25,524 shares 25,524 $2.86M 1.18% -3,030 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: 9,339 shares; 2024Q4: 9,350 shares; 2025Q1: 10,899 shares; 2025Q2: 11,506 shares; 2025Q3: 11,992 shares; 2025Q4: 12,345 shares; 2026Q1: 12,982 shares; 2026Q2: 13,794 shares 13,794 $2.76M 1.14% +812 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: 2,735 shares; 2024Q4: 2,735 shares; 2025Q1: 2,695 shares; 2025Q2: 2,540 shares; 2025Q3: 2,539 shares; 2025Q4: 2,539 shares; 2026Q1: 2,617 shares; 2026Q2: 20,908 shares 20,908 $2.5M 1.03% +18,291 Timeline NXTG 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: 17,711 shares; 2024Q4: 17,741 shares; 2025Q1: 17,431 shares; 2025Q2: 17,331 shares; 2025Q3: 17,171 shares; 2025Q4: 17,121 shares; 2026Q1: 17,091 shares; 2026Q2: 16,246 shares 16,246 $2.49M 1.03% -845 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,466 shares; 2024Q4: 24,906 shares; 2025Q1: 24,756 shares; 2025Q2: 23,706 shares; 2025Q3: 22,846 shares; 2025Q4: 22,106 shares; 2026Q1: 22,076 shares; 2026Q2: 21,866 shares 21,866 $2.39M 0.98% -210 Timeline CZA 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: 20,662 shares; 2024Q4: 20,552 shares; 2025Q1: 20,502 shares; 2025Q2: 20,032 shares; 2025Q3: 19,812 shares; 2025Q4: 19,562 shares; 2026Q1: 19,502 shares; 2026Q2: 18,972 shares 18,972 $2.33M 0.96% -530 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,144 shares; 2024Q4: 49,804 shares; 2025Q1: 49,784 shares; 2025Q2: 49,544 shares; 2025Q3: 49,444 shares; 2025Q4: 48,544 shares; 2026Q1: 47,624 shares; 2026Q2: 47,803 shares 47,803 $2.3M 0.95% +179 Timeline RWJ 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: 37,628 shares; 2024Q4: 38,840 shares; 2025Q1: 40,298 shares; 2025Q2: 40,164 shares; 2025Q3: 40,557 shares; 2025Q4: 40,524 shares; 2026Q1: 41,628 shares; 2026Q2: 37,331 shares 37,331 $2.22M 0.92% -4,297 Timeline PKW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,980 shares; 2024Q4: 14,980 shares; 2025Q1: 15,295 shares; 2025Q2: 15,486 shares; 2025Q3: 15,266 shares; 2025Q4: 15,421 shares; 2026Q1: 15,801 shares; 2026Q2: 15,211 shares 15,211 $2.15M 0.89% -590 Timeline REZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,257 shares; 2024Q4: 25,177 shares; 2025Q1: 24,439 shares; 2025Q2: 23,864 shares; 2025Q3: 23,890 shares; 2025Q4: 22,895 shares; 2026Q1: 22,720 shares; 2026Q2: 22,710 shares 22,710 $2.15M 0.89% -10 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: 4,312 shares; 2024Q4: 4,371 shares; 2025Q1: 4,891 shares; 2025Q2: 4,976 shares; 2025Q3: 4,994 shares; 2025Q4: 4,966 shares; 2026Q1: 5,487 shares; 2026Q2: 5,716 shares 5,716 $2.13M 0.88% +229 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: 14,691 shares; 2024Q4: 14,566 shares; 2025Q1: 14,431 shares; 2025Q2: 14,201 shares; 2025Q3: 13,681 shares; 2025Q4: 13,516 shares; 2026Q1: 13,540 shares; 2026Q2: 13,470 shares 13,470 $2.13M 0.88% -70 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: 8,737 shares; 2024Q4: 8,717 shares; 2025Q1: 8,154 shares; 2025Q2: 8,213 shares; 2025Q3: 8,302 shares; 2025Q4: 8,136 shares; 2026Q1: 8,487 shares; 2026Q2: 8,535 shares 8,535 $2.03M 0.84% +48 Timeline PSCT 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: 22,499 shares; 2024Q4: 22,519 shares; 2025Q1: 22,399 shares; 2025Q2: 22,119 shares; 2025Q3: 22,081 shares; 2025Q4: 22,011 shares; 2026Q1: 21,981 shares; 2026Q2: 21,911 shares 21,911 $2.02M 0.84% -70 Timeline FCOM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,900 shares; 2024Q4: 17,748 shares; 2025Q1: 19,009 shares; 2025Q2: 19,406 shares; 2025Q3: 19,547 shares; 2025Q4: 20,480 shares; 2026Q1: 26,055 shares; 2026Q2: 28,984 shares 28,984 $2.01M 0.83% +2,929 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: 5,657 shares; 2024Q4: 5,707 shares; 2025Q1: 5,737 shares; 2025Q2: 5,817 shares; 2025Q3: 5,817 shares; 2025Q4: 5,837 shares; 2026Q1: 5,927 shares; 2026Q2: 5,927 shares 5,927 $1.98M 0.82% 0 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: 50,000 shares; 2024Q4: 49,850 shares; 2025Q1: 48,950 shares; 2025Q2: 48,900 shares; 2025Q3: 48,500 shares; 2025Q4: 48,400 shares; 2026Q1: 48,200 shares; 2026Q2: 43,280 shares 43,280 $1.97M 0.81% -4,920 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: 7,194 shares; 2024Q4: 7,129 shares; 2025Q1: 7,123 shares; 2025Q2: 6,759 shares; 2025Q3: 6,659 shares; 2025Q4: 6,478 shares; 2026Q1: 6,494 shares; 2026Q2: 6,474 shares 6,474 $1.96M 0.81% -20 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: 7,757 shares; 2024Q4: 7,807 shares; 2025Q1: 7,801 shares; 2025Q2: 7,871 shares; 2025Q3: 7,856 shares; 2025Q4: 7,886 shares; 2026Q1: 7,910 shares; 2026Q2: 7,980 shares 7,980 $1.93M 0.8% +70 Timeline RSPM 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: 61,620 shares; 2024Q4: 60,920 shares; 2025Q1: 56,970 shares; 2025Q2: 55,070 shares; 2025Q3: 54,005 shares; 2025Q4: 51,915 shares; 2026Q1: 50,035 shares; 2026Q2: 48,525 shares 48,525 $1.88M 0.77% -1,510 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,284 shares; 2024Q4: 3,273 shares; 2025Q1: 3,273 shares; 2025Q2: 3,281 shares; 2025Q3: 3,298 shares; 2025Q4: 3,308 shares; 2026Q1: 3,197 shares; 2026Q2: 3,324 shares 3,324 $1.87M 0.77% +127 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,102 shares; 2024Q4: 8,495 shares; 2025Q1: 8,385 shares; 2025Q2: 8,100 shares; 2025Q3: 7,925 shares; 2025Q4: 7,483 shares; 2026Q1: 7,453 shares; 2026Q2: 7,443 shares 7,443 $1.85M 0.76% -10 Timeline FXO 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: 32,554 shares; 2024Q4: 32,520 shares; 2025Q1: 32,559 shares; 2025Q2: 32,630 shares; 2025Q3: 31,425 shares; 2025Q4: 31,310 shares; 2026Q1: 32,030 shares; 2026Q2: 29,330 shares 29,330 $1.83M 0.76% -2,700 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,954 shares; 2024Q4: 11,674 shares; 2025Q1: 11,474 shares; 2025Q2: 11,394 shares; 2025Q3: 11,379 shares; 2025Q4: 11,139 shares; 2026Q1: 10,877 shares; 2026Q2: 10,732 shares 10,732 $1.77M 0.73% -145 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,420 shares; 2024Q4: 9,400 shares; 2025Q1: 9,470 shares; 2025Q2: 9,430 shares; 2025Q3: 8,945 shares; 2025Q4: 8,885 shares; 2026Q1: 8,865 shares; 2026Q2: 8,835 shares 8,835 $1.75M 0.72% -30 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,121 shares; 2024Q4: 29,615 shares; 2025Q1: 31,940 shares; 2025Q2: 31,607 shares; 2025Q3: 32,664 shares; 2025Q4: 34,703 shares; 2026Q1: 37,254 shares; 2026Q2: 38,269 shares 38,269 $1.68M 0.69% +1,015 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,674 shares; 2024Q4: 4,822 shares; 2025Q1: 6,313 shares; 2025Q2: 6,599 shares; 2025Q3: 7,456 shares; 2025Q4: 8,236 shares; 2026Q1: 8,390 shares; 2026Q2: 9,216 shares 9,216 $1.65M 0.68% +826 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: 1,440 shares; 2024Q4: 1,365 shares; 2025Q1: 1,362 shares; 2025Q2: 1,367 shares; 2025Q3: 1,372 shares; 2025Q4: 1,320 shares; 2026Q1: 1,324 shares; 2026Q2: 1,338 shares 1,338 $1.6M 0.66% +14 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: 8,309 shares; 2024Q4: 8,094 shares; 2025Q1: 8,049 shares; 2025Q2: 8,049 shares; 2025Q3: 7,999 shares; 2025Q4: 7,691 shares; 2026Q1: 8,223 shares; 2026Q2: 7,608 shares 7,608 $1.57M 0.65% -615 Timeline PSCC 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: 55,993 shares; 2024Q4: 55,663 shares; 2025Q1: 56,144 shares; 2025Q2: 55,366 shares; 2025Q3: 54,128 shares; 2025Q4: 49,603 shares; 2026Q1: 44,854 shares; 2026Q2: 40,590 shares 40,590 $1.43M 0.59% -4,264 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: 10,314 shares; 2024Q4: 10,314 shares; 2025Q1: 10,314 shares; 2025Q2: 9,834 shares; 2025Q3: 9,834 shares; 2025Q4: 9,984 shares; 2026Q1: 10,208 shares; 2026Q2: 10,208 shares 10,208 $1.4M 0.58% 0 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: 6,138 shares; 2024Q4: 6,138 shares; 2025Q1: 6,138 shares; 2025Q2: 6,138 shares; 2025Q3: 6,138 shares; 2025Q4: 6,063 shares; 2026Q1: 6,063 shares; 2026Q2: 6,063 shares 6,063 $1.38M 0.57% 0 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,426 shares; 2024Q4: 6,064 shares; 2025Q1: 6,453 shares; 2025Q2: 6,515 shares; 2025Q3: 6,949 shares; 2025Q4: 6,940 shares; 2026Q1: 7,703 shares; 2026Q2: 8,600 shares 8,600 $1.36M 0.56% +897 Timeline POWA 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: 19,064 shares; 2024Q4: 17,487 shares; 2025Q1: 16,747 shares; 2025Q2: 15,977 shares; 2025Q3: 15,707 shares; 2025Q4: 15,467 shares; 2026Q1: 15,417 shares; 2026Q2: 15,250 shares 15,250 $1.35M 0.56% -167 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,273 shares; 2024Q4: 9,328 shares; 2025Q1: 9,383 shares; 2025Q2: 8,988 shares; 2025Q3: 8,988 shares; 2025Q4: 9,088 shares; 2026Q1: 8,993 shares; 2026Q2: 8,843 shares 8,843 $1.35M 0.56% -150 Timeline RSPS 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: 77,595 shares; 2024Q4: 72,690 shares; 2025Q1: 65,690 shares; 2025Q2: 63,010 shares; 2025Q3: 61,485 shares; 2025Q4: 55,895 shares; 2026Q1: 54,725 shares; 2026Q2: 43,680 shares 43,680 $1.31M 0.54% -11,045 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,385 shares; 2024Q4: 6,365 shares; 2025Q1: 6,201 shares; 2025Q2: 6,156 shares; 2025Q3: 6,046 shares; 2025Q4: 5,996 shares; 2026Q1: 5,996 shares; 2026Q2: 5,376 shares 5,376 $1.31M 0.54% -620 Timeline XMLV 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: 22,325 shares; 2024Q4: 22,180 shares; 2025Q1: 21,280 shares; 2025Q2: 21,200 shares; 2025Q3: 21,145 shares; 2025Q4: 20,475 shares; 2026Q1: 20,765 shares; 2026Q2: 19,645 shares 19,645 $1.3M 0.54% -1,120 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: 12,548 shares; 2024Q4: 12,338 shares; 2025Q1: 12,658 shares; 2025Q2: 12,198 shares; 2025Q3: 11,973 shares; 2025Q4: 12,583 shares; 2026Q1: 13,193 shares; 2026Q2: 13,223 shares 13,223 $1.3M 0.54% +30 Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,374 shares; 2024Q4: 12,494 shares; 2025Q1: 12,344 shares; 2025Q2: 11,684 shares; 2025Q3: 11,504 shares; 2025Q4: 11,044 shares; 2026Q1: 10,884 shares; 2026Q2: 11,024 shares 11,024 $1.29M 0.53% +140 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,773 shares; 2024Q4: 2,838 shares; 2025Q1: 3,544 shares; 2025Q2: 3,663 shares; 2025Q3: 3,746 shares; 2025Q4: 3,549 shares; 2026Q1: 3,562 shares; 2026Q2: 3,579 shares 3,579 $1.26M 0.52% +17 Timeline SOXQ 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: 7,257 shares; 2025Q1: 10,052 shares; 2025Q2: 10,672 shares; 2025Q3: 10,852 shares; 2025Q4: 10,942 shares; 2026Q1: 11,472 shares; 2026Q2: 11,262 shares 11,262 $1.26M 0.52% -210 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: 8,361 shares; 2024Q4: 8,994 shares; 2025Q1: 10,262 shares; 2025Q2: 10,430 shares; 2025Q3: 10,541 shares; 2025Q4: 10,947 shares; 2026Q1: 11,454 shares; 2026Q2: 11,162 shares 11,162 $1.26M 0.52% -292 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,629 shares; 2024Q4: 10,594 shares; 2025Q1: 10,544 shares; 2025Q2: 10,104 shares; 2025Q3: 9,364 shares; 2025Q4: 9,244 shares; 2026Q1: 9,104 shares; 2026Q2: 8,544 shares 8,544 $1.25M 0.52% -560 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: 552 shares; 2024Q4: 552 shares; 2025Q1: 574 shares; 2025Q2: 587 shares; 2025Q3: 925 shares; 2025Q4: 1,101 shares; 2026Q1: 1,133 shares; 2026Q2: 1,242 shares 1,242 $1.16M 0.48% +109 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: 11,402 shares; 2024Q4: 33,836 shares; 2025Q1: 33,776 shares; 2025Q2: 33,576 shares; 2025Q3: 33,176 shares; 2025Q4: 32,756 shares; 2026Q1: 31,606 shares; 2026Q2: 31,406 shares 31,406 $1.16M 0.48% -200 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,900 shares; 2024Q4: 6,800 shares; 2025Q1: 6,800 shares; 2025Q2: 6,766 shares; 2025Q3: 6,822 shares; 2025Q4: 6,822 shares; 2026Q1: 6,840 shares; 2026Q2: 6,898 shares 6,898 $1.15M 0.47% +58 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,395 shares; 2026Q2: 19,994 shares 19,994 $1.14M 0.47% +13,599 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: 8,727 shares; 2024Q4: 8,680 shares; 2025Q1: 8,743 shares; 2025Q2: 8,335 shares; 2025Q3: 8,165 shares; 2025Q4: 8,045 shares; 2026Q1: 7,890 shares; 2026Q2: 7,631 shares 7,631 $1.13M 0.47% -259 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,605 shares; 2024Q4: 22,705 shares; 2025Q1: 23,305 shares; 2025Q2: 22,925 shares; 2025Q3: 22,845 shares; 2025Q4: 21,920 shares; 2026Q1: 21,790 shares; 2026Q2: 19,900 shares 19,900 $1.12M 0.46% -1,890 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,503 shares; 2026Q2: 18,044 shares 18,044 $1.11M 0.46% +12,541 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 36,999 shares 36,999 $1.08M 0.45% new 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: 10,770 shares; 2024Q4: 10,750 shares; 2025Q1: 10,510 shares; 2025Q2: 10,510 shares; 2025Q3: 10,510 shares; 2025Q4: 10,490 shares; 2026Q1: 10,510 shares; 2026Q2: 10,350 shares 10,350 $1.07M 0.44% -160 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,630 shares; 2024Q4: 21,580 shares; 2025Q1: 21,580 shares; 2025Q2: 21,580 shares; 2025Q3: 21,580 shares; 2025Q4: 21,540 shares; 2026Q1: 21,450 shares; 2026Q2: 16,200 shares 16,200 $1.04M 0.43% -5,250 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: 2,048 shares; 2024Q4: 2,048 shares; 2025Q1: 1,928 shares; 2025Q2: 1,911 shares; 2025Q3: 1,911 shares; 2025Q4: 1,911 shares; 2026Q1: 1,911 shares; 2026Q2: 12,090 shares 12,090 $1.04M 0.43% +10,179 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,570 shares; 2024Q4: 22,362 shares; 2025Q1: 22,528 shares; 2025Q2: 22,318 shares; 2025Q3: 23,192 shares; 2025Q4: 22,967 shares; 2026Q1: 22,901 shares; 2026Q2: 21,026 shares 21,026 $1.04M 0.43% -1,875 Timeline BXMT BLACKSTONE MORTGAGE TRUST IN More: the full row for BLACKSTONE MORTGAGE TRUST IN 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: 10,080 shares; 2025Q4: 27,030 shares; 2026Q1: 40,595 shares; 2026Q2: 59,354 shares 59,354 $1.03M 0.43% +18,759 Timeline ONEV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,882 shares; 2024Q4: 5,202 shares; 2025Q1: 6,025 shares; 2025Q2: 6,063 shares; 2025Q3: 6,133 shares; 2025Q4: 6,505 shares; 2026Q1: 6,985 shares; 2026Q2: 7,165 shares 7,165 $1.03M 0.42% +180 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: 12,965 shares; 2024Q4: 12,971 shares; 2025Q1: 13,001 shares; 2025Q2: 13,051 shares; 2025Q3: 13,051 shares; 2025Q4: 13,051 shares; 2026Q1: 13,101 shares; 2026Q2: 13,101 shares 13,101 $1.01M 0.42% 0 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,872 shares; 2026Q1: 5,388 shares; 2026Q2: 6,091 shares 6,091 $1.01M 0.42% +703 Timeline QDEF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,648 shares; 2024Q4: 13,443 shares; 2025Q1: 13,313 shares; 2025Q2: 13,213 shares; 2025Q3: 13,183 shares; 2025Q4: 12,523 shares; 2026Q1: 12,633 shares; 2026Q2: 11,413 shares 11,413 $993K 0.41% -1,220 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,018 shares; 2024Q4: 7,014 shares; 2025Q1: 7,030 shares; 2025Q2: 7,050 shares; 2025Q3: 7,030 shares; 2025Q4: 7,040 shares; 2026Q1: 7,219 shares; 2026Q2: 7,194 shares 7,194 $989K 0.41% -25 Timeline RSPF 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: 12,345 shares; 2024Q4: 12,295 shares; 2025Q1: 12,090 shares; 2025Q2: 12,140 shares; 2025Q3: 12,130 shares; 2025Q4: 12,170 shares; 2026Q1: 12,850 shares; 2026Q2: 12,520 shares 12,520 $971K 0.4% -330 Timeline IGPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,890 shares; 2024Q4: 11,670 shares; 2025Q1: 10,810 shares; 2025Q2: 10,310 shares; 2025Q3: 10,310 shares; 2025Q4: 9,530 shares; 2026Q1: 9,270 shares; 2026Q2: 9,205 shares 9,205 $958K 0.4% -65 Timeline RSPU 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: 12,952 shares; 2024Q4: 12,782 shares; 2025Q1: 12,516 shares; 2025Q2: 12,516 shares; 2025Q3: 12,516 shares; 2025Q4: 12,436 shares; 2026Q1: 11,736 shares; 2026Q2: 11,656 shares 11,656 $946K 0.39% -80 Timeline FNCL 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: 5,818 shares; 2024Q4: 6,679 shares; 2025Q1: 7,974 shares; 2025Q2: 8,287 shares; 2025Q3: 8,521 shares; 2025Q4: 8,911 shares; 2026Q1: 11,402 shares; 2026Q2: 12,063 shares 12,063 $924K 0.38% +661 Timeline SMLV 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: 6,703 shares; 2024Q4: 6,663 shares; 2025Q1: 6,644 shares; 2025Q2: 6,194 shares; 2025Q3: 6,009 shares; 2025Q4: 5,894 shares; 2026Q1: 5,772 shares; 2026Q2: 5,762 shares 5,762 $907K 0.37% -10 Timeline XHE 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: 13,151 shares; 2024Q4: 13,549 shares; 2025Q1: 13,995 shares; 2025Q2: 13,926 shares; 2025Q3: 13,746 shares; 2025Q4: 13,414 shares; 2026Q1: 12,967 shares; 2026Q2: 10,625 shares 10,625 $895K 0.37% -2,342 Timeline FTEC 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: 1,601 shares; 2024Q4: 1,606 shares; 2025Q1: 2,207 shares; 2025Q2: 2,390 shares; 2025Q3: 2,390 shares; 2025Q4: 2,603 shares; 2026Q1: 3,222 shares; 2026Q2: 3,132 shares 3,132 $894K 0.37% -90 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,850 shares; 2024Q4: 8,800 shares; 2025Q1: 9,115 shares; 2025Q2: 8,720 shares; 2025Q3: 9,070 shares; 2025Q4: 9,740 shares; 2026Q1: 9,975 shares; 2026Q2: 9,745 shares 9,745 $883K 0.36% -230 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,083 shares; 2026Q1: 5,163 shares; 2026Q2: 5,113 shares 5,113 $870K 0.36% -50 Timeline IHAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,191 shares; 2025Q4: 9,617 shares; 2026Q1: 13,713 shares; 2026Q2: 14,140 shares 14,140 $858K 0.35% +427 Timeline GGME 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: 14,631 shares; 2024Q4: 14,521 shares; 2025Q1: 14,281 shares; 2025Q2: 14,281 shares; 2025Q3: 14,241 shares; 2025Q4: 14,241 shares; 2026Q1: 14,201 shares; 2026Q2: 14,191 shares 14,191 $854K 0.35% -10 Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,833 shares; 2024Q4: 7,323 shares; 2025Q1: 6,952 shares; 2025Q2: 6,952 shares; 2025Q3: 6,952 shares; 2025Q4: 6,582 shares; 2026Q1: 6,362 shares; 2026Q2: 5,892 shares 5,892 $854K 0.35% -470 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: 9,269 shares; 2024Q4: 9,119 shares; 2025Q1: 9,194 shares; 2025Q2: 9,194 shares; 2025Q3: 8,914 shares; 2025Q4: 8,964 shares; 2026Q1: 8,984 shares; 2026Q2: 8,904 shares 8,904 $845K 0.35% -80 Timeline EVX 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: 3,330 shares; 2024Q4: 3,330 shares; 2025Q1: 16,705 shares; 2025Q2: 16,730 shares; 2025Q3: 17,480 shares; 2025Q4: 18,500 shares; 2026Q1: 19,130 shares; 2026Q2: 20,330 shares 20,330 $838K 0.35% +1,200 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,641 shares; 2025Q1: 5,129 shares; 2025Q2: 5,924 shares; 2025Q3: 6,546 shares; 2025Q4: 13,498 shares; 2026Q1: 14,432 shares; 2026Q2: 15,698 shares 15,698 $834K 0.34% +1,266 Timeline EZM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,200 shares; 2024Q4: 11,200 shares; 2025Q1: 10,955 shares; 2025Q2: 10,955 shares; 2025Q3: 10,895 shares; 2025Q4: 10,895 shares; 2026Q1: 10,945 shares; 2026Q2: 10,945 shares 10,945 $829K 0.34% 0 Timeline MLRG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,920 shares; 2024Q4: 7,920 shares; 2025Q1: 7,920 shares; 2025Q2: 7,920 shares; 2025Q3: 7,920 shares; 2025Q4: 7,720 shares; 2026Q1: 7,820 shares; 2026Q2: 7,820 shares 7,820 $811K 0.33% 0 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,150 shares; 2024Q4: 1,150 shares; 2025Q1: 1,165 shares; 2025Q2: 1,165 shares; 2025Q3: 1,164 shares; 2025Q4: 1,142 shares; 2026Q1: 1,142 shares; 2026Q2: 1,135 shares 1,135 $799K 0.33% -7 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: 6,500 shares; 2024Q4: 6,280 shares; 2025Q1: 6,532 shares; 2025Q2: 6,662 shares; 2025Q3: 6,662 shares; 2025Q4: 6,762 shares; 2026Q1: 6,892 shares; 2026Q2: 6,762 shares 6,762 $795K 0.33% -130 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: 2,960 shares; 2026Q1: 4,748 shares; 2026Q2: 6,753 shares 6,753 $783K 0.32% +2,005 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: 2,175 shares; 2024Q4: 2,215 shares; 2025Q1: 2,202 shares; 2025Q2: 2,258 shares; 2025Q3: 2,228 shares; 2025Q4: 2,208 shares; 2026Q1: 2,348 shares; 2026Q2: 2,580 shares 2,580 $771K 0.32% +232 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,973 shares; 2024Q4: 2,064 shares; 2025Q1: 2,200 shares; 2025Q2: 2,116 shares; 2025Q3: 2,128 shares; 2025Q4: 2,162 shares; 2026Q1: 2,363 shares; 2026Q2: 9,419 shares 9,419 $759K 0.31% +7,056 Timeline IMCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,640 shares; 2024Q4: 8,640 shares; 2025Q1: 8,670 shares; 2025Q2: 8,130 shares; 2025Q3: 8,110 shares; 2025Q4: 8,200 shares; 2026Q1: 8,295 shares; 2026Q2: 8,295 shares 8,295 $758K 0.31% 0 Timeline FDM 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: 8,205 shares; 2024Q4: 8,205 shares; 2025Q1: 8,205 shares; 2025Q2: 8,205 shares; 2025Q3: 8,205 shares; 2025Q4: 8,075 shares; 2026Q1: 8,095 shares; 2026Q2: 8,070 shares 8,070 $751K 0.31% -25 Timeline BBH 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: 5,667 shares; 2024Q4: 4,993 shares; 2025Q1: 4,823 shares; 2025Q2: 4,393 shares; 2025Q3: 4,243 shares; 2025Q4: 4,106 shares; 2026Q1: 4,126 shares; 2026Q2: 3,696 shares 3,696 $751K 0.31% -430 Timeline SCHA 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: 11,670 shares; 2024Q4: 23,240 shares; 2025Q1: 24,843 shares; 2025Q2: 23,673 shares; 2025Q3: 22,743 shares; 2025Q4: 21,613 shares; 2026Q1: 20,928 shares; 2026Q2: 20,746 shares 20,746 $750K 0.31% -182 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,075 shares; 2024Q4: 30,322 shares; 2025Q1: 35,162 shares; 2025Q2: 35,212 shares; 2025Q3: 35,332 shares; 2025Q4: 41,132 shares; 2026Q1: 70,475 shares; 2026Q2: 79,085 shares 79,085 $743K 0.31% +8,610 Timeline RFG 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: 12,205 shares; 2024Q4: 12,205 shares; 2025Q1: 11,705 shares; 2025Q2: 11,705 shares; 2025Q3: 11,705 shares; 2025Q4: 11,555 shares; 2026Q1: 11,555 shares; 2026Q2: 11,375 shares 11,375 $734K 0.3% -180 Timeline AIRR 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: 3,323 shares; 2025Q2: 3,801 shares; 2025Q3: 3,945 shares; 2025Q4: 4,450 shares; 2026Q1: 5,420 shares; 2026Q2: 5,490 shares 5,490 $732K 0.3% +70 Timeline FXR 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: 8,220 shares; 2024Q4: 8,220 shares; 2025Q1: 7,860 shares; 2025Q2: 7,960 shares; 2025Q3: 7,960 shares; 2025Q4: 7,930 shares; 2026Q1: 7,940 shares; 2026Q2: 7,970 shares 7,970 $726K 0.3% +30 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: 3,392 shares; 2024Q4: 3,372 shares; 2025Q1: 3,176 shares; 2025Q2: 3,176 shares; 2025Q3: 3,076 shares; 2025Q4: 3,056 shares; 2026Q1: 3,046 shares; 2026Q2: 3,046 shares 3,046 $721K 0.3% 0 Timeline VBK 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: 2,124 shares; 2024Q4: 2,104 shares; 2025Q1: 2,114 shares; 2025Q2: 2,064 shares; 2025Q3: 2,064 shares; 2025Q4: 2,034 shares; 2026Q1: 2,024 shares; 2026Q2: 1,954 shares 1,954 $715K 0.29% -70 Timeline VIOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,622 shares; 2024Q4: 4,652 shares; 2025Q1: 4,872 shares; 2025Q2: 4,502 shares; 2025Q3: 4,452 shares; 2025Q4: 4,377 shares; 2026Q1: 4,547 shares; 2026Q2: 4,597 shares 4,597 $705K 0.29% +50 Timeline CSB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,155 shares; 2024Q4: 13,545 shares; 2025Q1: 13,325 shares; 2025Q2: 12,045 shares; 2025Q3: 11,495 shares; 2025Q4: 10,875 shares; 2026Q1: 10,710 shares; 2026Q2: 10,635 shares 10,635 $698K 0.29% -75 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: 943 shares; 2025Q3: 1,013 shares; 2025Q4: 1,093 shares; 2026Q1: 1,087 shares; 2026Q2: 1,057 shares 1,057 $693K 0.29% -30 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: 12,505 shares; 2024Q4: 12,505 shares; 2025Q1: 12,505 shares; 2025Q2: 12,505 shares; 2025Q3: 12,519 shares; 2025Q4: 12,261 shares; 2026Q1: 12,101 shares; 2026Q2: 12,101 shares 12,101 $690K 0.28% 0 Timeline PSCH 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: 53,555 shares; 2024Q4: 51,196 shares; 2025Q1: 48,686 shares; 2025Q2: 45,842 shares; 2025Q3: 38,847 shares; 2025Q4: 28,704 shares; 2026Q1: 23,293 shares; 2026Q2: 13,070 shares 13,070 $684K 0.28% -10,223 Timeline ISCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,962 shares; 2024Q4: 10,499 shares; 2025Q1: 10,199 shares; 2025Q2: 10,199 shares; 2025Q3: 10,019 shares; 2025Q4: 9,559 shares; 2026Q1: 9,319 shares; 2026Q2: 8,719 shares 8,719 $683K 0.28% -600 Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,150 shares; 2024Q4: 9,100 shares; 2025Q1: 9,100 shares; 2025Q2: 9,040 shares; 2025Q3: 8,970 shares; 2025Q4: 7,735 shares; 2026Q1: 7,555 shares; 2026Q2: 7,555 shares 7,555 $679K 0.28% 0 Timeline XTL 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: 2,920 shares; 2024Q4: 2,920 shares; 2025Q1: 2,720 shares; 2025Q2: 2,740 shares; 2025Q3: 2,740 shares; 2025Q4: 2,740 shares; 2026Q1: 2,790 shares; 2026Q2: 2,790 shares 2,790 $635K 0.26% 0 Timeline RZG 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: 12,295 shares; 2024Q4: 12,115 shares; 2025Q1: 11,965 shares; 2025Q2: 11,180 shares; 2025Q3: 10,890 shares; 2025Q4: 10,080 shares; 2026Q1: 9,760 shares; 2026Q2: 8,720 shares 8,720 $634K 0.26% -1,040 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: 2,591 shares; 2024Q4: 2,541 shares; 2025Q1: 2,571 shares; 2025Q2: 2,511 shares; 2025Q3: 2,158 shares; 2025Q4: 2,196 shares; 2026Q1: 2,301 shares; 2026Q2: 2,291 shares 2,291 $627K 0.26% -10 Timeline FHLC 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: 5,033 shares; 2024Q4: 6,733 shares; 2025Q1: 6,903 shares; 2025Q2: 6,501 shares; 2025Q3: 6,756 shares; 2025Q4: 6,533 shares; 2026Q1: 7,778 shares; 2026Q2: 8,102 shares 8,102 $626K 0.26% +324 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,862 shares; 2024Q4: 4,842 shares; 2025Q1: 4,847 shares; 2025Q2: 4,467 shares; 2025Q3: 4,467 shares; 2025Q4: 4,481 shares; 2026Q1: 4,811 shares; 2026Q2: 4,851 shares 4,851 $619K 0.26% +40 Timeline UDR UDR INC More: the full row for UDR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,551 shares; 2024Q4: 10,436 shares; 2025Q1: 10,951 shares; 2025Q2: 12,506 shares; 2025Q3: 15,311 shares; 2025Q4: 15,279 shares; 2026Q1: 15,859 shares; 2026Q2: 15,369 shares 15,369 $614K 0.25% -490 Timeline VFMO 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: 1,316 shares; 2024Q4: 1,523 shares; 2025Q1: 2,026 shares; 2025Q2: 2,031 shares; 2025Q3: 2,021 shares; 2025Q4: 2,139 shares; 2026Q1: 2,424 shares; 2026Q2: 2,424 shares 2,424 $605K 0.25% 0 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,199 shares; 2025Q2: 1,710 shares; 2025Q3: 3,051 shares; 2025Q4: 3,081 shares; 2026Q1: 3,239 shares; 2026Q2: 3,159 shares 3,159 $601K 0.25% -80 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,792 shares; 2025Q2: 3,429 shares; 2025Q3: 3,639 shares; 2025Q4: 3,684 shares; 2026Q1: 3,730 shares; 2026Q2: 5,241 shares 5,241 $594K 0.24% +1,511 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 953 shares; 2024Q4: 953 shares; 2025Q1: 1,015 shares; 2025Q2: 1,020 shares; 2025Q3: 1,020 shares; 2025Q4: 1,029 shares; 2026Q1: 1,185 shares; 2026Q2: 4,740 shares 4,740 $589K 0.24% +3,555 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,824 shares; 2025Q3: 5,714 shares; 2025Q4: 6,626 shares; 2026Q1: 8,876 shares; 2026Q2: 8,926 shares 8,926 $586K 0.24% +50 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: not reported; 2025Q4: not reported; 2026Q1: 3,914 shares; 2026Q2: 5,684 shares 5,684 $572K 0.24% +1,770 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: 3,967 shares; 2024Q4: 3,917 shares; 2025Q1: 3,877 shares; 2025Q2: 3,863 shares; 2025Q3: 3,890 shares; 2025Q4: 3,847 shares; 2026Q1: 3,857 shares; 2026Q2: 3,837 shares 3,837 $563K 0.23% -20 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,753 shares; 2024Q4: 7,013 shares; 2025Q1: 7,498 shares; 2025Q2: 7,238 shares; 2025Q3: 7,488 shares; 2025Q4: 7,778 shares; 2026Q1: 7,973 shares; 2026Q2: 7,980 shares 7,980 $551K 0.23% +7 Timeline PSI 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: 2,954 shares; 2025Q4: 2,912 shares; 2026Q1: 2,922 shares; 2026Q2: 2,922 shares 2,922 $549K 0.23% 0 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,147 shares; 2024Q4: 4,792 shares; 2025Q1: 4,377 shares; 2025Q2: 4,267 shares; 2025Q3: 4,097 shares; 2025Q4: 3,423 shares; 2026Q1: 3,433 shares; 2026Q2: 2,833 shares 2,833 $539K 0.22% -600 Timeline FXG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,242 shares; 2024Q4: 13,578 shares; 2025Q1: 13,028 shares; 2025Q2: 12,918 shares; 2025Q3: 12,198 shares; 2025Q4: 10,628 shares; 2026Q1: 10,218 shares; 2026Q2: 8,558 shares 8,558 $536K 0.22% -1,660 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: 4,179 shares; 2024Q4: 4,179 shares; 2025Q1: 4,179 shares; 2025Q2: 4,179 shares; 2025Q3: 4,149 shares; 2025Q4: 3,909 shares; 2026Q1: 3,909 shares; 2026Q2: 19,545 shares 19,545 $536K 0.22% +15,636 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,865 shares; 2024Q4: 3,865 shares; 2025Q1: 3,736 shares; 2025Q2: 3,526 shares; 2025Q3: 3,486 shares; 2025Q4: 3,042 shares; 2026Q1: 3,042 shares; 2026Q2: 3,207 shares 3,207 $532K 0.22% +165 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: 12,945 shares; 2024Q4: 12,804 shares; 2025Q1: 12,804 shares; 2025Q2: 12,634 shares; 2025Q3: 12,479 shares; 2025Q4: 12,227 shares; 2026Q1: 12,298 shares; 2026Q2: 8,992 shares 8,992 $519K 0.21% -3,306 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,900 shares; 2025Q4: 4,489 shares; 2026Q1: 7,915 shares; 2026Q2: 9,474 shares 9,474 $496K 0.2% +1,559 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: 5,920 shares; 2024Q4: 6,090 shares; 2025Q1: 6,130 shares; 2025Q2: 6,130 shares; 2025Q3: 6,130 shares; 2025Q4: 6,100 shares; 2026Q1: 6,100 shares; 2026Q2: 6,100 shares 6,100 $494K 0.2% 0 Timeline XMVM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,353 shares; 2026Q1: 6,523 shares; 2026Q2: 6,683 shares 6,683 $474K 0.2% +160 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,956 shares; 2024Q4: 6,101 shares; 2025Q1: 6,201 shares; 2025Q2: 6,201 shares; 2025Q3: 6,646 shares; 2025Q4: 6,536 shares; 2026Q1: 6,406 shares; 2026Q2: 6,506 shares 6,506 $473K 0.19% +100 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,730 shares; 2024Q4: 3,670 shares; 2025Q1: 3,630 shares; 2025Q2: 3,510 shares; 2025Q3: 3,435 shares; 2025Q4: 3,395 shares; 2026Q1: 3,455 shares; 2026Q2: 3,440 shares 3,440 $470K 0.19% -15 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: 2,700 shares; 2024Q4: 2,700 shares; 2025Q1: 2,700 shares; 2025Q2: 2,700 shares; 2025Q3: 2,619 shares; 2025Q4: 2,600 shares; 2026Q1: 2,560 shares; 2026Q2: 2,560 shares 2,560 $467K 0.19% 0 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,590 shares; 2024Q4: 1,590 shares; 2025Q1: 1,590 shares; 2025Q2: 1,590 shares; 2025Q3: 1,590 shares; 2025Q4: 1,590 shares; 2026Q1: 1,590 shares; 2026Q2: 1,500 shares 1,500 $459K 0.19% -90 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: 596 shares; 2024Q4: 576 shares; 2025Q1: 561 shares; 2025Q2: 565 shares; 2025Q3: 574 shares; 2025Q4: 6,073 shares; 2026Q1: 6,281 shares; 2026Q2: 6,421 shares 6,421 $458K 0.19% +140 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 618 shares; 2024Q4: 767 shares; 2025Q1: 990 shares; 2025Q2: 1,117 shares; 2025Q3: 1,402 shares; 2025Q4: 1,432 shares; 2026Q1: 1,426 shares; 2026Q2: 1,426 shares 1,426 $454K 0.19% 0 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: 845 shares; 2024Q4: 845 shares; 2025Q1: 845 shares; 2025Q2: 845 shares; 2025Q3: 845 shares; 2025Q4: 844 shares; 2026Q1: 854 shares; 2026Q2: 854 shares 854 $447K 0.18% 0 Timeline FSTA 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: 13,118 shares; 2024Q4: 11,488 shares; 2025Q1: 10,988 shares; 2025Q2: 10,688 shares; 2025Q3: 10,515 shares; 2025Q4: 9,250 shares; 2026Q1: 9,057 shares; 2026Q2: 8,487 shares 8,487 $446K 0.18% -570 Timeline PYZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,430 shares; 2024Q4: 4,350 shares; 2025Q1: 4,300 shares; 2025Q2: 3,820 shares; 2025Q3: 3,710 shares; 2025Q4: 3,560 shares; 2026Q1: 3,560 shares; 2026Q2: 3,540 shares 3,540 $445K 0.18% -20 Timeline NUSC 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: 12,266 shares; 2024Q4: 11,536 shares; 2025Q1: 11,186 shares; 2025Q2: 10,586 shares; 2025Q3: 10,246 shares; 2025Q4: 9,300 shares; 2026Q1: 8,555 shares; 2026Q2: 8,505 shares 8,505 $443K 0.18% -50 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: 6,662 shares; 2024Q4: 6,922 shares; 2025Q1: 7,172 shares; 2025Q2: 7,012 shares; 2025Q3: 7,002 shares; 2025Q4: 7,127 shares; 2026Q1: 7,447 shares; 2026Q2: 7,467 shares 7,467 $435K 0.18% +20 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: 2,276 shares; 2024Q4: 2,246 shares; 2025Q1: 2,226 shares; 2025Q2: 2,206 shares; 2025Q3: 2,206 shares; 2025Q4: 4,412 shares; 2026Q1: 4,490 shares; 2026Q2: 3,690 shares 3,690 $433K 0.18% -800 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: 4,296 shares; 2024Q4: 4,246 shares; 2025Q1: 4,248 shares; 2025Q2: 4,279 shares; 2025Q3: 4,264 shares; 2025Q4: 4,229 shares; 2026Q1: 4,229 shares; 2026Q2: 4,229 shares 4,229 $432K 0.18% 0 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,140 shares 9,140 $427K 0.18% new Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,075 shares; 2024Q4: 6,725 shares; 2025Q1: 6,675 shares; 2025Q2: 6,575 shares; 2025Q3: 6,575 shares; 2025Q4: 6,575 shares; 2026Q1: 6,575 shares; 2026Q2: 6,575 shares 6,575 $420K 0.17% 0 Timeline XHB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,989 shares; 2026Q1: 2,869 shares; 2026Q2: 3,578 shares 3,578 $413K 0.17% +709 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 900 shares; 2024Q4: 968 shares; 2025Q1: 983 shares; 2025Q2: 983 shares; 2025Q3: 1,008 shares; 2025Q4: 1,073 shares; 2026Q1: 1,098 shares; 2026Q2: 1,098 shares 1,098 $409K 0.17% 0 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: 1,131 shares; 2024Q4: 1,131 shares; 2025Q1: 1,131 shares; 2025Q2: 1,121 shares; 2025Q3: 1,123 shares; 2025Q4: 1,123 shares; 2026Q1: 1,154 shares; 2026Q2: 1,154 shares 1,154 $396K 0.16% 0 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: 4,295 shares; 2024Q4: 4,170 shares; 2025Q1: 3,980 shares; 2025Q2: 3,810 shares; 2025Q3: 3,530 shares; 2025Q4: 3,480 shares; 2026Q1: 3,480 shares; 2026Q2: 3,215 shares 3,215 $394K 0.16% -265 Timeline SCHB 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: 6,000 shares; 2024Q4: 17,640 shares; 2025Q1: 17,640 shares; 2025Q2: 17,640 shares; 2025Q3: 13,520 shares; 2025Q4: 13,520 shares; 2026Q1: 13,520 shares; 2026Q2: 13,440 shares 13,440 $389K 0.16% -80 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: 3,072 shares; 2024Q4: 3,072 shares; 2025Q1: 2,972 shares; 2025Q2: 2,972 shares; 2025Q3: 2,892 shares; 2025Q4: 2,642 shares; 2026Q1: 2,562 shares; 2026Q2: 2,562 shares 2,562 $389K 0.16% 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: 2,392 shares; 2024Q4: 2,392 shares; 2025Q1: 2,392 shares; 2025Q2: 2,392 shares; 2025Q3: 2,392 shares; 2025Q4: 2,392 shares; 2026Q1: 2,492 shares; 2026Q2: 2,477 shares 2,477 $387K 0.16% -15 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,274 shares; 2024Q4: 2,214 shares; 2025Q1: 2,269 shares; 2025Q2: 2,328 shares; 2025Q3: 2,328 shares; 2025Q4: 2,418 shares; 2026Q1: 2,538 shares; 2026Q2: 2,538 shares 2,538 $372K 0.15% 0 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,013 shares; 2025Q4: 1,013 shares; 2026Q1: 1,013 shares; 2026Q2: 1,018 shares 1,018 $364K 0.15% +5 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,070 shares; 2024Q4: 9,830 shares; 2025Q1: 9,830 shares; 2025Q2: 9,510 shares; 2025Q3: 9,470 shares; 2025Q4: 9,070 shares; 2026Q1: 8,920 shares; 2026Q2: 8,820 shares 8,820 $359K 0.15% -100 Timeline PSL 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: 4,821 shares; 2024Q4: 4,641 shares; 2025Q1: 4,581 shares; 2025Q2: 4,101 shares; 2025Q3: 4,101 shares; 2025Q4: 3,599 shares; 2026Q1: 3,273 shares; 2026Q2: 3,173 shares 3,173 $355K 0.15% -100 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,725 shares; 2024Q4: 5,725 shares; 2025Q1: 5,675 shares; 2025Q2: 5,575 shares; 2025Q3: 5,555 shares; 2025Q4: 5,360 shares; 2026Q1: 5,150 shares; 2026Q2: 4,250 shares 4,250 $353K 0.15% -900 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: 1,715 shares; 2024Q4: 1,985 shares; 2025Q1: 2,015 shares; 2025Q2: 2,069 shares; 2025Q3: 2,039 shares; 2025Q4: 2,084 shares; 2026Q1: not reported; 2026Q2: 582 shares 582 $338K 0.14% new Timeline PBE INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,768 shares; 2024Q4: 6,293 shares; 2025Q1: 6,043 shares; 2025Q2: 5,618 shares; 2025Q3: 5,185 shares; 2025Q4: 4,847 shares; 2026Q1: 4,807 shares; 2026Q2: 3,662 shares 3,662 $328K 0.14% -1,145 Timeline XSVM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,580 shares; 2026Q1: 4,600 shares; 2026Q2: 4,600 shares 4,600 $320K 0.13% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,022 shares; 2024Q4: 5,822 shares; 2025Q1: 5,328 shares; 2025Q2: 4,933 shares; 2025Q3: 4,803 shares; 2025Q4: 4,060 shares; 2026Q1: 3,277 shares; 2026Q2: 3,202 shares 3,202 $310K 0.13% -75 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 638 shares; 2026Q2: 638 shares 638 $305K 0.13% 0 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: 977 shares; 2024Q4: 957 shares; 2025Q1: 939 shares; 2025Q2: 939 shares; 2025Q3: 976 shares; 2025Q4: 919 shares; 2026Q1: 874 shares; 2026Q2: 864 shares 864 $305K 0.13% -10 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,544 shares; 2025Q4: 3,744 shares; 2026Q1: 4,154 shares; 2026Q2: 4,860 shares 4,860 $302K 0.12% +706 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: 5,676 shares; 2024Q4: 5,636 shares; 2025Q1: 5,516 shares; 2025Q2: 4,536 shares; 2025Q3: 4,426 shares; 2025Q4: 3,916 shares; 2026Q1: 3,916 shares; 2026Q2: 3,916 shares 3,916 $293K 0.12% 0 Timeline FIW 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: 2,277 shares; 2024Q4: 2,485 shares; 2025Q1: 2,680 shares; 2025Q2: 2,710 shares; 2025Q3: 2,540 shares; 2025Q4: 2,620 shares; 2026Q1: 2,630 shares; 2026Q2: 2,640 shares 2,640 $289K 0.12% +10 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: 2,115 shares; 2024Q4: 2,105 shares; 2025Q1: 2,105 shares; 2025Q2: 2,105 shares; 2025Q3: 1,685 shares; 2025Q4: 1,685 shares; 2026Q1: 1,655 shares; 2026Q2: 1,355 shares 1,355 $288K 0.12% -300 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: 1,136 shares; 2024Q4: 1,136 shares; 2025Q1: 1,136 shares; 2025Q2: 1,136 shares; 2025Q3: 1,136 shares; 2025Q4: 1,136 shares; 2026Q1: 1,136 shares; 2026Q2: 1,136 shares 1,136 $286K 0.12% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,590 shares; 2024Q4: 2,540 shares; 2025Q1: 2,565 shares; 2025Q2: 2,565 shares; 2025Q3: 2,565 shares; 2025Q4: 2,565 shares; 2026Q1: 2,565 shares; 2026Q2: 2,565 shares 2,565 $283K 0.12% 0 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: 1,060 shares; 2024Q4: 1,060 shares; 2025Q1: 1,060 shares; 2025Q2: 1,060 shares; 2025Q3: 1,060 shares; 2025Q4: 1,060 shares; 2026Q1: 1,060 shares; 2026Q2: 1,040 shares 1,040 $283K 0.12% -20 Timeline FYC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,220 shares; 2025Q4: 2,220 shares; 2026Q1: 2,220 shares; 2026Q2: 2,220 shares 2,220 $283K 0.12% 0 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 695 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 545 shares; 2025Q3: 545 shares; 2025Q4: 545 shares; 2026Q1: 565 shares; 2026Q2: 3,390 shares 3,390 $280K 0.12% +2,825 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: 674 shares; 2024Q4: 674 shares; 2025Q1: 674 shares; 2025Q2: 664 shares; 2025Q3: 654 shares; 2025Q4: 654 shares; 2026Q1: 654 shares; 2026Q2: 654 shares 654 $272K 0.11% 0 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: 902 shares; 2025Q1: not reported; 2025Q2: 942 shares; 2025Q3: 942 shares; 2025Q4: 937 shares; 2026Q1: 1,051 shares; 2026Q2: 927 shares 927 $269K 0.11% -124 Timeline MGV 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: 1,497 shares; 2026Q1: 1,617 shares; 2026Q2: 1,617 shares 1,617 $264K 0.11% 0 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: 1,406 shares; 2024Q4: 1,403 shares; 2025Q1: not reported; 2025Q2: 1,403 shares; 2025Q3: 1,406 shares; 2025Q4: 1,595 shares; 2026Q1: 1,736 shares; 2026Q2: 1,736 shares 1,736 $254K 0.1% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 740 shares 740 $252K 0.1% new Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 502 shares; 2024Q4: 510 shares; 2025Q1: 490 shares; 2025Q2: 490 shares; 2025Q3: 490 shares; 2025Q4: 440 shares; 2026Q1: 440 shares; 2026Q2: 492 shares 492 $251K 0.1% +52 Timeline SPHD 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: 5,660 shares; 2024Q4: 5,560 shares; 2025Q1: 5,520 shares; 2025Q2: 5,460 shares; 2025Q3: 5,380 shares; 2025Q4: 4,930 shares; 2026Q1: 4,930 shares; 2026Q2: 4,930 shares 4,930 $251K 0.1% 0 Timeline XLG 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: 5,535 shares; 2024Q4: 6,349 shares; 2025Q1: 6,624 shares; 2025Q2: 6,839 shares; 2025Q3: 4,039 shares; 2025Q4: 4,037 shares; 2026Q1: 4,077 shares; 2026Q2: 4,077 shares 4,077 $250K 0.1% 0 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: 717 shares; 2024Q4: 884 shares; 2025Q1: 884 shares; 2025Q2: 886 shares; 2025Q3: 886 shares; 2025Q4: 332 shares; 2026Q1: 317 shares; 2026Q2: 331 shares 331 $248K 0.1% +14 Timeline PSR 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: 2,482 shares; 2024Q4: 2,500 shares; 2025Q1: 2,565 shares; 2025Q2: 2,490 shares; 2025Q3: 2,495 shares; 2025Q4: 2,425 shares; 2026Q1: 2,425 shares; 2026Q2: 2,400 shares 2,400 $246K 0.1% -25 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: not reported; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $245K 0.1% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,700 shares; 2025Q1: not reported; 2025Q2: 1,700 shares; 2025Q3: 1,700 shares; 2025Q4: 1,700 shares; 2026Q1: 1,700 shares; 2026Q2: 1,700 shares 1,700 $243K 0.1% 0 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,946 shares; 2024Q4: 4,199 shares; 2025Q1: not reported; 2025Q2: 3,765 shares; 2025Q3: 3,635 shares; 2025Q4: 3,235 shares; 2026Q1: 3,015 shares; 2026Q2: 2,955 shares 2,955 $239K 0.1% -60 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 940 shares 940 $237K 0.1% new Timeline FXU 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: 5,800 shares; 2024Q4: 5,800 shares; 2025Q1: 5,600 shares; 2025Q2: 5,600 shares; 2025Q3: 4,800 shares; 2025Q4: 4,800 shares; 2026Q1: 4,800 shares; 2026Q2: 4,800 shares 4,800 $237K 0.1% 0 Timeline VLU 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: 990 shares; 2025Q4: 990 shares; 2026Q1: 990 shares; 2026Q2: 990 shares 990 $236K 0.1% 0 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,478 shares; 2024Q4: 3,358 shares; 2025Q1: 2,918 shares; 2025Q2: 2,751 shares; 2025Q3: 2,751 shares; 2025Q4: 2,301 shares; 2026Q1: 2,301 shares; 2026Q2: 2,392 shares 2,392 $231K 0.1% +91 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,190 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,170 shares; 2025Q3: 1,170 shares; 2025Q4: 1,170 shares; 2026Q1: 1,170 shares; 2026Q2: 1,170 shares 1,170 $229K 0.09% 0 Timeline RWL 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: 3,219 shares; 2024Q4: 3,219 shares; 2025Q1: 3,162 shares; 2025Q2: 3,162 shares; 2025Q3: 3,162 shares; 2025Q4: 3,162 shares; 2026Q1: 3,182 shares; 2026Q2: 1,782 shares 1,782 $228K 0.09% -1,400 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 614 shares 614 $227K 0.09% new Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,126 shares 4,126 $221K 0.09% new Timeline VV 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: 860 shares; 2024Q4: 860 shares; 2025Q1: 860 shares; 2025Q2: 860 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 640 shares 640 $220K 0.09% new Timeline UFOX ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,285 shares 2,285 $217K 0.09% new Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,500 shares 1,500 $217K 0.09% new Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 287 shares 287 $215K 0.09% new Timeline RSPN INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,360 shares 3,360 $215K 0.09% new Timeline FAB FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,110 shares; 2024Q4: 3,110 shares; 2025Q1: 3,110 shares; 2025Q2: 3,110 shares; 2025Q3: 3,110 shares; 2025Q4: 3,110 shares; 2026Q1: 3,110 shares; 2026Q2: 2,110 shares 2,110 $214K 0.09% -1,000 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: 2,671 shares; 2024Q4: 2,671 shares; 2025Q1: 2,671 shares; 2025Q2: 2,521 shares; 2025Q3: 2,521 shares; 2025Q4: 5,042 shares; 2026Q1: 5,042 shares; 2026Q2: 4,692 shares 4,692 $213K 0.09% -350 Timeline IYJ 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: 1,275 shares 1,275 $212K 0.09% new Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,050 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,900 shares 2,900 $212K 0.09% new Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 700 shares 700 $211K 0.09% new Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,330 shares 1,330 $210K 0.09% new Timeline RSPH 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: 7,530 shares; 2024Q4: 6,830 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,395 shares; 2026Q1: not reported; 2026Q2: 6,145 shares 6,145 $204K 0.08% new Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,232 shares; 2025Q4: 991 shares; 2026Q1: not reported; 2026Q2: 941 shares 941 $204K 0.08% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,098 shares 1,098 $203K 0.08% new Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,731 shares 1,731 $203K 0.08% new Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,451 shares 1,451 $203K 0.08% new Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION 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: 12,440 shares; 2025Q4: 26,640 shares; 2026Q1: 31,865 shares; 2026Q2: 32,315 shares 32,315 $153K 0.06% +450 Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION 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: 15,170 shares; 2026Q2: 15,370 shares 15,370 $137K 0.06% +200 Timeline TTEC TTEC HLDGS INC More: the full row for TTEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 14,500 shares; 2025Q1: 14,500 shares; 2025Q2: 14,500 shares; 2025Q3: 14,500 shares; 2025Q4: 14,500 shares; 2026Q1: 14,500 shares; 2026Q2: 14,500 shares 14,500 $28.1K 0.01% 0 Timeline