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: 103,664 shares; 2024Q4: 142,133 shares; 2025Q1: 103,704 shares; 2025Q2: 108,869 shares; 2025Q3: 119,035 shares; 2025Q4: 143,654 shares; 2026Q1: 155,233 shares; 2026Q2: 174,264 shares 174,264 $15.3M 8.91% +19,031 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: 27,317 shares; 2024Q4: 65,110 shares; 2025Q1: 57,902 shares; 2025Q2: 65,501 shares; 2025Q3: 88,262 shares; 2025Q4: 98,068 shares; 2026Q1: 109,238 shares; 2026Q2: 125,458 shares 125,458 $6.16M 3.58% +16,220 Timeline AVDE 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: 19,296 shares; 2025Q1: 30,395 shares; 2025Q2: 32,054 shares; 2025Q3: 37,703 shares; 2025Q4: 45,688 shares; 2026Q1: 50,359 shares; 2026Q2: 54,834 shares 54,834 $4.89M 2.84% +4,475 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: 19,068 shares; 2024Q4: 21,207 shares; 2025Q1: 24,210 shares; 2025Q2: 24,189 shares; 2025Q3: 23,382 shares; 2025Q4: 20,226 shares; 2026Q1: 18,533 shares; 2026Q2: 22,946 shares 22,946 $4.59M 2.67% +4,413 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: 100,291 shares; 2024Q4: 107,678 shares; 2025Q1: 61,392 shares; 2025Q2: 62,018 shares; 2025Q3: 66,108 shares; 2025Q4: 77,833 shares; 2026Q1: 84,788 shares; 2026Q2: 88,556 shares 88,556 $4.46M 2.6% +3,768 Timeline JMBS 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: 68,867 shares; 2024Q4: 68,521 shares; 2025Q1: 84,134 shares; 2025Q2: 77,895 shares; 2025Q3: 78,719 shares; 2025Q4: 78,867 shares; 2026Q1: 81,029 shares; 2026Q2: 91,858 shares 91,858 $4.13M 2.4% +10,829 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 58,598 shares; 2025Q2: 60,269 shares; 2025Q3: 65,561 shares; 2025Q4: 76,558 shares; 2026Q1: 84,839 shares; 2026Q2: 93,151 shares 93,151 $4.03M 2.34% +8,312 Timeline AVEM 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: 18,720 shares; 2024Q4: 18,859 shares; 2025Q1: 28,520 shares; 2025Q2: 29,200 shares; 2025Q3: 32,318 shares; 2025Q4: 38,269 shares; 2026Q1: 41,808 shares; 2026Q2: 40,542 shares 40,542 $3.91M 2.28% -1,266 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,090 shares; 2025Q1: 13,253 shares; 2025Q2: 15,292 shares; 2025Q3: 24,516 shares; 2025Q4: 27,225 shares; 2026Q1: 30,511 shares; 2026Q2: 77,742 shares 77,742 $3.54M 2.06% +47,231 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: 12,320 shares; 2024Q4: 12,325 shares; 2025Q1: 13,337 shares; 2025Q2: 14,320 shares; 2025Q3: 13,758 shares; 2025Q4: 12,928 shares; 2026Q1: 12,084 shares; 2026Q2: 12,155 shares 12,155 $3.52M 2.05% +71 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: 13,343 shares; 2024Q4: 15,381 shares; 2025Q1: 16,452 shares; 2025Q2: 17,097 shares; 2025Q3: 16,685 shares; 2025Q4: 15,862 shares; 2026Q1: 15,205 shares; 2026Q2: 14,516 shares 14,516 $3.46M 2.01% -689 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,904 shares; 2025Q4: 9,228 shares; 2026Q1: 10,232 shares; 2026Q2: 10,670 shares 10,670 $3.23M 1.88% +438 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: 12,497 shares; 2024Q4: 12,606 shares; 2025Q1: 13,367 shares; 2025Q2: 13,741 shares; 2025Q3: 12,911 shares; 2025Q4: 9,949 shares; 2026Q1: 8,908 shares; 2026Q2: 8,507 shares 8,507 $3.01M 1.75% -401 Timeline IETC ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,513 shares; 2025Q4: 18,648 shares; 2026Q1: 22,002 shares; 2026Q2: 26,617 shares 26,617 $2.86M 1.66% +4,615 Timeline XSVN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,267 shares; 2024Q4: 14,718 shares; 2025Q1: 23,396 shares; 2025Q2: 26,471 shares; 2025Q3: 30,059 shares; 2025Q4: 33,519 shares; 2026Q1: 37,785 shares; 2026Q2: 60,406 shares 60,406 $2.86M 1.66% +22,621 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: 3,143 shares; 2025Q2: 8,287 shares; 2025Q3: 10,296 shares; 2025Q4: 15,934 shares; 2026Q1: 20,414 shares; 2026Q2: 25,409 shares 25,409 $2.73M 1.59% +4,995 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: 6,224 shares; 2024Q4: 7,206 shares; 2025Q1: 7,891 shares; 2025Q2: 7,876 shares; 2025Q3: 7,677 shares; 2025Q4: 7,267 shares; 2026Q1: 7,298 shares; 2026Q2: 6,931 shares 6,931 $2.59M 1.5% -367 Timeline AVUS 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: 5,747 shares; 2025Q3: 7,650 shares; 2025Q4: 11,460 shares; 2026Q1: 13,573 shares; 2026Q2: 19,234 shares 19,234 $2.46M 1.43% +5,661 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: 29,144 shares; 2024Q4: 38,891 shares; 2025Q1: 37,360 shares; 2025Q2: 38,228 shares; 2025Q3: 41,525 shares; 2025Q4: 44,217 shares; 2026Q1: 48,060 shares; 2026Q2: 48,213 shares 48,213 $2.43M 1.42% +153 Timeline BBBS BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,478 shares; 2024Q4: 22,356 shares; 2025Q1: 24,047 shares; 2025Q2: 27,434 shares; 2025Q3: 31,076 shares; 2025Q4: 34,703 shares; 2026Q1: 39,068 shares; 2026Q2: 46,514 shares 46,514 $2.37M 1.38% +7,446 Timeline SEPU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 57,720 shares; 2025Q4: 64,952 shares; 2026Q1: 68,646 shares; 2026Q2: 76,110 shares 76,110 $2.36M 1.38% +7,464 Timeline DABS 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: 34,177 shares; 2025Q3: 36,570 shares; 2025Q4: 39,195 shares; 2026Q1: 42,705 shares; 2026Q2: 45,274 shares 45,274 $2.29M 1.33% +2,569 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: 23,610 shares; 2025Q4: 29,154 shares; 2026Q1: 33,291 shares; 2026Q2: 40,415 shares 40,415 $2.17M 1.26% +7,124 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: 3,461 shares; 2024Q4: 3,765 shares; 2025Q1: 3,913 shares; 2025Q2: 3,962 shares; 2025Q3: 3,899 shares; 2025Q4: 3,875 shares; 2026Q1: 3,620 shares; 2026Q2: 3,751 shares 3,751 $2.11M 1.23% +131 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: 5,604 shares; 2024Q4: 5,934 shares; 2025Q1: 5,999 shares; 2025Q2: 5,976 shares; 2025Q3: 5,668 shares; 2025Q4: 4,623 shares; 2026Q1: 4,367 shares; 2026Q2: 4,915 shares 4,915 $1.86M 1.08% +548 Timeline XTWY BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 49,165 shares 49,165 $1.85M 1.07% new Timeline SPYI 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: 32,902 shares; 2024Q4: 45,023 shares; 2025Q1: 31,235 shares; 2025Q2: 32,238 shares; 2025Q3: 34,686 shares; 2025Q4: 39,246 shares; 2026Q1: 26,983 shares; 2026Q2: 31,123 shares 31,123 $1.65M 0.96% +4,140 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: 1,921 shares; 2024Q4: 2,002 shares; 2025Q1: 2,158 shares; 2025Q2: 2,045 shares; 2025Q3: 1,928 shares; 2025Q4: 1,713 shares; 2026Q1: 1,585 shares; 2026Q2: 1,587 shares 1,587 $1.61M 0.93% +2 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,859 shares; 2024Q4: 16,274 shares; 2025Q1: 16,533 shares; 2025Q2: 16,128 shares; 2025Q3: 15,921 shares; 2025Q4: 18,288 shares; 2026Q1: 20,017 shares; 2026Q2: 20,138 shares 20,138 $1.6M 0.93% +121 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: 7,200 shares; 2025Q1: 7,489 shares; 2025Q2: 7,783 shares; 2025Q3: 7,508 shares; 2025Q4: 4,277 shares; 2026Q1: 3,573 shares; 2026Q2: 3,682 shares 3,682 $1.6M 0.93% +109 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: 703 shares; 2025Q2: 972 shares; 2025Q3: 993 shares; 2025Q4: 1,023 shares; 2026Q1: 1,775 shares; 2026Q2: 2,039 shares 2,039 $1.53M 0.89% +264 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: 4,511 shares; 2024Q4: 4,716 shares; 2025Q1: 4,989 shares; 2025Q2: 5,010 shares; 2025Q3: 4,835 shares; 2025Q4: 4,564 shares; 2026Q1: 4,348 shares; 2026Q2: 4,641 shares 4,641 $1.52M 0.88% +293 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: 2,077 shares; 2024Q4: 4,136 shares; 2025Q1: 4,559 shares; 2025Q2: 4,869 shares; 2025Q3: 4,908 shares; 2025Q4: 4,576 shares; 2026Q1: 4,438 shares; 2026Q2: 4,428 shares 4,428 $1.51M 0.88% -10 Timeline FTSM 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: 27,665 shares; 2024Q4: 23,961 shares; 2025Q1: 19,253 shares; 2025Q2: 17,695 shares; 2025Q3: 21,819 shares; 2025Q4: 21,863 shares; 2026Q1: 22,562 shares; 2026Q2: 24,856 shares 24,856 $1.48M 0.86% +2,294 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,438 shares; 2024Q4: 8,059 shares; 2025Q1: 8,834 shares; 2025Q2: 8,761 shares; 2025Q3: 8,393 shares; 2025Q4: 7,681 shares; 2026Q1: 7,287 shares; 2026Q2: 7,079 shares 7,079 $1.48M 0.86% -208 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: 34,248 shares; 2024Q4: not reported; 2025Q1: 46,697 shares; 2025Q2: 43,232 shares; 2025Q3: 43,312 shares; 2025Q4: 43,560 shares; 2026Q1: 44,689 shares; 2026Q2: 50,573 shares 50,573 $1.44M 0.84% +5,884 Timeline FOXY SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN 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: 44,227 shares 44,227 $1.32M 0.77% new Timeline SMOT 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: 38,859 shares; 2024Q4: 30,717 shares; 2025Q1: 30,852 shares; 2025Q2: 32,937 shares; 2025Q3: 22,156 shares; 2025Q4: 27,125 shares; 2026Q1: 30,562 shares; 2026Q2: 33,637 shares 33,637 $1.31M 0.76% +3,075 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 38,111 shares 38,111 $1.28M 0.74% new Timeline PRFD 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: 17,942 shares; 2024Q4: 25,562 shares; 2025Q1: 21,559 shares; 2025Q2: 20,011 shares; 2025Q3: 20,072 shares; 2025Q4: 20,241 shares; 2026Q1: 20,901 shares; 2026Q2: 23,119 shares 23,119 $1.19M 0.69% +2,218 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: 2,361 shares; 2024Q4: 2,497 shares; 2025Q1: 2,795 shares; 2025Q2: 3,217 shares; 2025Q3: 3,281 shares; 2025Q4: 3,019 shares; 2026Q1: 3,043 shares; 2026Q2: 2,820 shares 2,820 $1.17M 0.68% -223 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: 2,752 shares; 2024Q4: 3,851 shares; 2025Q1: 3,906 shares; 2025Q2: 3,782 shares; 2025Q3: 3,703 shares; 2025Q4: 3,262 shares; 2026Q1: 3,110 shares; 2026Q2: 3,398 shares 3,398 $1.17M 0.68% +288 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 970 shares; 2024Q4: 1,037 shares; 2025Q1: 1,257 shares; 2025Q2: 1,304 shares; 2025Q3: 1,224 shares; 2025Q4: 1,072 shares; 2026Q1: 950 shares; 2026Q2: 1,008 shares 1,008 $1.14M 0.66% +58 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: 1,780 shares; 2024Q4: 1,995 shares; 2025Q1: 2,321 shares; 2025Q2: 2,562 shares; 2025Q3: 2,837 shares; 2025Q4: 2,848 shares; 2026Q1: 2,537 shares; 2026Q2: 2,661 shares 2,661 $1.13M 0.66% +124 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: 6,450 shares; 2024Q4: 7,134 shares; 2025Q1: 7,605 shares; 2025Q2: 8,294 shares; 2025Q3: 8,075 shares; 2025Q4: 7,634 shares; 2026Q1: 6,608 shares; 2026Q2: 6,732 shares 6,732 $1.12M 0.65% +124 Timeline PRIV 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: 25,852 shares; 2025Q4: 28,556 shares; 2026Q1: 31,939 shares; 2026Q2: 42,868 shares 42,868 $1.08M 0.63% +10,929 Timeline XFIV BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,201 shares; 2024Q4: 25,924 shares; 2025Q1: 32,521 shares; 2025Q2: 37,153 shares; 2025Q3: 42,151 shares; 2025Q4: 46,990 shares; 2026Q1: 52,920 shares; 2026Q2: 22,055 shares 22,055 $1.07M 0.62% -30,865 Timeline PCMM BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,765 shares; 2025Q2: 19,345 shares; 2025Q3: 22,175 shares; 2025Q4: 24,796 shares; 2026Q1: 28,127 shares; 2026Q2: 21,352 shares 21,352 $1.06M 0.62% -6,775 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: 13,044 shares; 2024Q4: 12,223 shares; 2025Q1: 13,196 shares; 2025Q2: 12,786 shares; 2025Q3: 12,597 shares; 2025Q4: 10,839 shares; 2026Q1: 9,710 shares; 2026Q2: 9,228 shares 9,228 $1.05M 0.61% -482 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,254 shares; 2024Q4: 7,283 shares; 2025Q1: 8,271 shares; 2025Q2: 8,734 shares; 2025Q3: 8,647 shares; 2025Q4: 10,282 shares; 2026Q1: 9,184 shares; 2026Q2: 7,989 shares 7,989 $1.04M 0.61% -1,195 Timeline CSHI 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: 16,738 shares; 2024Q4: 24,118 shares; 2025Q1: 19,324 shares; 2025Q2: 17,826 shares; 2025Q3: 18,050 shares; 2025Q4: 18,044 shares; 2026Q1: 18,596 shares; 2026Q2: 20,436 shares 20,436 $1.02M 0.59% +1,840 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,395 shares; 2025Q3: 7,943 shares; 2025Q4: 12,097 shares; 2026Q1: 15,627 shares; 2026Q2: 19,729 shares 19,729 $1.01M 0.59% +4,102 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,760 shares; 2025Q1: 10,259 shares; 2025Q2: 9,146 shares; 2025Q3: 8,781 shares; 2025Q4: 5,548 shares; 2026Q1: 5,004 shares; 2026Q2: 5,665 shares 5,665 $999K 0.58% +661 Timeline SPTL 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: 31,952 shares; 2025Q1: 30,326 shares; 2025Q2: 27,762 shares; 2025Q3: 32,009 shares; 2025Q4: 31,795 shares; 2026Q1: 32,617 shares; 2026Q2: 38,047 shares 38,047 $998K 0.58% +5,430 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,177 shares; 2024Q4: 24,618 shares; 2025Q1: 25,195 shares; 2025Q2: 23,830 shares; 2025Q3: 22,695 shares; 2025Q4: 24,333 shares; 2026Q1: 20,141 shares; 2026Q2: 19,863 shares 19,863 $996K 0.58% -278 Timeline UYLD ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS 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: 22,047 shares; 2025Q4: 23,665 shares; 2026Q1: 19,684 shares; 2026Q2: 19,453 shares 19,453 $992K 0.58% -231 Timeline TOLZ 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: 6,822 shares; 2025Q2: 7,586 shares; 2025Q3: 9,750 shares; 2025Q4: 12,885 shares; 2026Q1: 14,677 shares; 2026Q2: 16,464 shares 16,464 $976K 0.57% +1,787 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: 5,347 shares; 2024Q4: 4,997 shares; 2025Q1: 5,189 shares; 2025Q2: 5,515 shares; 2025Q3: 5,285 shares; 2025Q4: 4,010 shares; 2026Q1: 3,533 shares; 2026Q2: 3,828 shares 3,828 $972K 0.57% +295 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: 10,705 shares; 2024Q4: 12,566 shares; 2025Q1: 12,898 shares; 2025Q2: 12,817 shares; 2025Q3: 12,661 shares; 2025Q4: 12,693 shares; 2026Q1: 11,621 shares; 2026Q2: 11,449 shares 11,449 $930K 0.54% -172 Timeline CSNR COHEN & STEERS ETF TRUST More: the full row for COHEN & STEERS 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: 16,125 shares; 2025Q3: 18,722 shares; 2025Q4: 24,229 shares; 2026Q1: 26,575 shares; 2026Q2: 26,939 shares 26,939 $900K 0.52% +364 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: 2,167 shares; 2024Q4: 2,311 shares; 2025Q1: 2,414 shares; 2025Q2: 2,526 shares; 2025Q3: 2,500 shares; 2025Q4: 2,284 shares; 2026Q1: 2,124 shares; 2026Q2: 1,754 shares 1,754 $878K 0.51% -370 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,135 shares 1,135 $866K 0.5% new Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,768 shares; 2024Q4: 10,685 shares; 2025Q1: 11,015 shares; 2025Q2: 11,575 shares; 2025Q3: 11,229 shares; 2025Q4: 10,730 shares; 2026Q1: 10,240 shares; 2026Q2: 10,485 shares 10,485 $820K 0.48% +245 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 541 shares; 2026Q1: 489 shares; 2026Q2: 677 shares 677 $812K 0.47% +188 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: 1,894 shares; 2024Q4: 1,929 shares; 2025Q1: 2,263 shares; 2025Q2: 2,160 shares; 2025Q3: 2,120 shares; 2025Q4: 1,534 shares; 2026Q1: 1,312 shares; 2026Q2: 1,125 shares 1,125 $810K 0.47% -187 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: 13,838 shares; 2024Q4: 14,429 shares; 2025Q1: 15,495 shares; 2025Q2: 15,558 shares; 2025Q3: 15,068 shares; 2025Q4: 14,200 shares; 2026Q1: 13,834 shares; 2026Q2: 14,095 shares 14,095 $803K 0.47% +261 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: 3,238 shares; 2024Q4: 3,254 shares; 2025Q1: 3,700 shares; 2025Q2: 4,494 shares; 2025Q3: 4,345 shares; 2025Q4: 4,067 shares; 2026Q1: 3,595 shares; 2026Q2: 3,465 shares 3,465 $764K 0.44% -130 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: 7,534 shares; 2024Q4: 7,596 shares; 2025Q1: 8,016 shares; 2025Q2: 9,076 shares; 2025Q3: 7,894 shares; 2025Q4: 8,885 shares; 2026Q1: 7,996 shares; 2026Q2: 7,452 shares 7,452 $762K 0.44% -544 Timeline DCRE 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: 15,781 shares; 2024Q4: 21,297 shares; 2025Q1: 13,859 shares; 2025Q2: 12,699 shares; 2025Q3: 12,596 shares; 2025Q4: 12,576 shares; 2026Q1: 12,981 shares; 2026Q2: 14,583 shares 14,583 $755K 0.44% +1,602 Timeline SPTS 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: 28,807 shares; 2025Q2: 26,627 shares; 2025Q3: 22,745 shares; 2025Q4: 22,635 shares; 2026Q1: 23,292 shares; 2026Q2: 25,896 shares 25,896 $751K 0.44% +2,604 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA 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: 1,236 shares; 2025Q4: 1,196 shares; 2026Q1: 1,081 shares; 2026Q2: 1,286 shares 1,286 $742K 0.43% +205 Timeline BOXX 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: 5,834 shares; 2025Q1: not reported; 2025Q2: 2,118 shares; 2025Q3: 2,614 shares; 2025Q4: 3,962 shares; 2026Q1: 5,073 shares; 2026Q2: 6,270 shares 6,270 $734K 0.43% +1,197 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: 5,289 shares; 2024Q4: 5,568 shares; 2025Q1: 5,978 shares; 2025Q2: 4,650 shares; 2025Q3: 4,579 shares; 2025Q4: 4,950 shares; 2026Q1: 4,495 shares; 2026Q2: 4,914 shares 4,914 $721K 0.42% +419 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,427 shares; 2024Q4: 15,471 shares; 2025Q1: 16,366 shares; 2025Q2: 17,883 shares; 2025Q3: 17,635 shares; 2025Q4: 13,763 shares; 2026Q1: 11,956 shares; 2026Q2: 13,876 shares 13,876 $714K 0.41% +1,920 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,576 shares; 2024Q4: 7,686 shares; 2025Q1: 8,606 shares; 2025Q2: 7,549 shares; 2025Q3: 7,405 shares; 2025Q4: 7,260 shares; 2026Q1: 6,352 shares; 2026Q2: 6,860 shares 6,860 $713K 0.41% +508 Timeline BBUS 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: 18,225 shares; 2025Q2: 16,058 shares; 2025Q3: 3,705 shares; 2025Q4: 3,874 shares; 2026Q1: 5,009 shares; 2026Q2: 5,025 shares 5,025 $677K 0.39% +16 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: 2,675 shares; 2024Q4: 2,769 shares; 2025Q1: 2,854 shares; 2025Q2: 3,025 shares; 2025Q3: 2,931 shares; 2025Q4: 2,746 shares; 2026Q1: 2,590 shares; 2026Q2: 2,504 shares 2,504 $677K 0.39% -86 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: 7,515 shares; 2024Q4: 8,512 shares; 2025Q1: 9,256 shares; 2025Q2: 10,070 shares; 2025Q3: 9,857 shares; 2025Q4: 6,966 shares; 2026Q1: 6,210 shares; 2026Q2: 7,453 shares 7,453 $654K 0.38% +1,243 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 683 shares; 2024Q4: 671 shares; 2025Q1: 786 shares; 2025Q2: 777 shares; 2025Q3: 784 shares; 2025Q4: 4,079 shares; 2026Q1: 4,470 shares; 2026Q2: 6,581 shares 6,581 $653K 0.38% +2,111 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,463 shares; 2024Q4: 2,708 shares; 2025Q1: 2,866 shares; 2025Q2: 3,032 shares; 2025Q3: 2,992 shares; 2025Q4: 3,011 shares; 2026Q1: 2,708 shares; 2026Q2: 2,320 shares 2,320 $646K 0.38% -388 Timeline BLOK 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: 1,064 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,295 shares; 2025Q4: 6,220 shares; 2026Q1: 8,471 shares; 2026Q2: 10,154 shares 10,154 $636K 0.37% +1,683 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,335 shares; 2024Q4: 8,514 shares; 2025Q1: 9,002 shares; 2025Q2: 8,604 shares; 2025Q3: 8,740 shares; 2025Q4: 8,742 shares; 2026Q1: 7,952 shares; 2026Q2: 9,338 shares 9,338 $629K 0.37% +1,386 Timeline AIS 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,212 shares 7,212 $615K 0.36% new Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 610 shares; 2024Q4: 589 shares; 2025Q1: 661 shares; 2025Q2: 808 shares; 2025Q3: 772 shares; 2025Q4: 704 shares; 2026Q1: 591 shares; 2026Q2: 573 shares 573 $597K 0.35% -18 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: 698 shares; 2024Q4: 704 shares; 2025Q1: 788 shares; 2025Q2: 745 shares; 2025Q3: 735 shares; 2025Q4: 685 shares; 2026Q1: 587 shares; 2026Q2: 630 shares 630 $589K 0.34% +43 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: not reported; 2025Q4: 826 shares; 2026Q1: 1,059 shares; 2026Q2: 1,603 shares 1,603 $573K 0.33% +544 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: 2,302 shares; 2024Q4: 2,865 shares; 2025Q1: 3,090 shares; 2025Q2: 3,753 shares; 2025Q3: 3,751 shares; 2025Q4: 3,965 shares; 2026Q1: 3,738 shares; 2026Q2: 3,407 shares 3,407 $568K 0.33% -331 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 448 shares; 2025Q3: 527 shares; 2025Q4: 601 shares; 2026Q1: 587 shares; 2026Q2: 767 shares 767 $565K 0.33% +180 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,998 shares; 2024Q4: 7,043 shares; 2025Q1: 7,156 shares; 2025Q2: 6,844 shares; 2025Q3: 6,783 shares; 2025Q4: 6,038 shares; 2026Q1: 6,187 shares; 2026Q2: 13,099 shares 13,099 $559K 0.33% +6,912 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,190 shares; 2024Q4: 4,690 shares; 2025Q1: 5,209 shares; 2025Q2: 5,849 shares; 2025Q3: 5,106 shares; 2025Q4: 4,703 shares; 2026Q1: 4,230 shares; 2026Q2: 3,829 shares 3,829 $556K 0.32% -401 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,920 shares; 2026Q1: 2,655 shares; 2026Q2: 3,236 shares 3,236 $550K 0.32% +581 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,342 shares; 2024Q4: 8,635 shares; 2025Q1: 9,844 shares; 2025Q2: 10,286 shares; 2025Q3: 10,265 shares; 2025Q4: 9,705 shares; 2026Q1: 10,329 shares; 2026Q2: 12,309 shares 12,309 $532K 0.31% +1,980 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,563 shares; 2026Q1: 3,304 shares; 2026Q2: 3,479 shares 3,479 $527K 0.31% +175 Timeline CHAT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 538 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,504 shares; 2026Q1: 5,788 shares; 2026Q2: 5,164 shares 5,164 $510K 0.3% -624 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: 35,128 shares; 2024Q4: 35,519 shares; 2025Q1: 28,896 shares; 2025Q2: 26,733 shares; 2025Q3: 26,952 shares; 2025Q4: 27,585 shares; 2026Q1: 26,739 shares; 2026Q2: 19,733 shares 19,733 $504K 0.29% -7,006 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: 2,481 shares; 2026Q1: 3,174 shares; 2026Q2: 3,034 shares 3,034 $502K 0.29% -140 Timeline CRPT 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: 3,589 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,940 shares; 2025Q4: 25,798 shares; 2026Q1: 38,743 shares; 2026Q2: 44,064 shares 44,064 $501K 0.29% +5,321 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,125 shares; 2025Q1: 11,889 shares; 2025Q2: 15,021 shares; 2025Q3: 14,354 shares; 2025Q4: 12,501 shares; 2026Q1: 10,500 shares; 2026Q2: 8,932 shares 8,932 $496K 0.29% -1,568 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,484 shares; 2026Q1: 5,189 shares; 2026Q2: 7,281 shares 7,281 $492K 0.29% +2,092 Timeline LOUP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,583 shares; 2026Q1: 4,650 shares; 2026Q2: 4,946 shares 4,946 $487K 0.28% +296 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 962 shares; 2026Q1: 932 shares; 2026Q2: 1,225 shares 1,225 $487K 0.28% +293 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 863 shares; 2025Q1: 1,005 shares; 2025Q2: 1,332 shares; 2025Q3: 1,268 shares; 2025Q4: 1,123 shares; 2026Q1: 1,078 shares; 2026Q2: 1,082 shares 1,082 $482K 0.28% +4 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: 761 shares; 2024Q4: 833 shares; 2025Q1: 858 shares; 2025Q2: 789 shares; 2025Q3: 796 shares; 2025Q4: 8,446 shares; 2026Q1: 8,247 shares; 2026Q2: 6,220 shares 6,220 $444K 0.26% -2,027 Timeline SCHX 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: 15,613 shares; 2025Q3: 14,544 shares; 2025Q4: 14,544 shares; 2026Q1: 14,544 shares; 2026Q2: 14,544 shares 14,544 $428K 0.25% 0 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL 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: 7,621 shares; 2025Q3: 6,268 shares; 2025Q4: 6,268 shares; 2026Q1: 5,188 shares; 2026Q2: 5,194 shares 5,194 $426K 0.25% +6 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: 2,784 shares; 2024Q4: 3,722 shares; 2025Q1: 4,053 shares; 2025Q2: 5,061 shares; 2025Q3: 4,954 shares; 2025Q4: 5,135 shares; 2026Q1: 5,565 shares; 2026Q2: 4,489 shares 4,489 $411K 0.24% -1,076 Timeline FEBT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,690 shares; 2025Q3: 13,125 shares; 2025Q4: 12,492 shares; 2026Q1: 10,516 shares; 2026Q2: 9,876 shares 9,876 $406K 0.24% -640 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 189 shares; 2026Q2: 197 shares 197 $392K 0.23% +8 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: 6,560 shares; 2024Q4: 6,899 shares; 2025Q1: 7,024 shares; 2025Q2: 7,184 shares; 2025Q3: 7,126 shares; 2025Q4: 7,696 shares; 2026Q1: 7,682 shares; 2026Q2: 3,592 shares 3,592 $326K 0.19% -4,090 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,468 shares; 2026Q2: 1,657 shares 1,657 $314K 0.18% +189 Timeline DDFZ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,762 shares 15,762 $306K 0.18% new Timeline AGGH SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN 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: 14,532 shares 14,532 $293K 0.17% new Timeline HODL VANECK BITCOIN ETF More: the full row for VANECK BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 237 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,531 shares; 2026Q2: 17,540 shares 17,540 $291K 0.17% +6,009 Timeline KEY KEYCORP More: the full row for KEYCORP 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: 9,931 shares; 2026Q1: 11,688 shares; 2026Q2: 12,501 shares 12,501 $288K 0.17% +813 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION 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: 651 shares; 2026Q2: 580 shares 580 $287K 0.17% -71 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: 937 shares 937 $283K 0.16% new Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS 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: 886 shares 886 $264K 0.15% new Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,225 shares 2,225 $261K 0.15% 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,728 shares 1,728 $242K 0.14% new Timeline MHO M/I HOMES INC More: the full row for M/I HOMES 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: 1,437 shares 1,437 $231K 0.13% new Timeline EIX EDISON INTL More: the full row for EDISON INTL 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: 2,854 shares; 2026Q2: 3,035 shares 3,035 $226K 0.13% +181 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,957 shares 2,957 $213K 0.12% new 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: 856 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 844 shares 844 $212K 0.12% new Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 973 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,339 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,469 shares 3,469 $210K 0.12% new Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,513 shares; 2026Q2: 1,593 shares 1,593 $207K 0.12% +80 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 866 shares 866 $206K 0.12% new Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,487 shares 1,487 $203K 0.12% new Timeline JANB 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: 7,463 shares 7,463 $203K 0.12% new Timeline NJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,172 shares 6,172 $203K 0.12% new Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,308 shares 6,308 $202K 0.12% new Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,612 shares; 2026Q2: 23,982 shares 23,982 $140K 0.08% +3,370 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,973 shares; 2026Q2: 14,030 shares 14,030 $134K 0.08% +2,057 Timeline SBS COMPANHIA DE SANEAMENTO BASI More: the full row for COMPANHIA DE SANEAMENTO BASI 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: 23,025 shares 23,025 $133K 0.08% new Timeline NMR NOMURA HLDGS INC More: the full row for NOMURA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,629 shares; 2026Q2: 14,873 shares 14,873 $131K 0.08% +2,244 Timeline