IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 97,484 shares; 2024Q4: 97,196 shares; 2025Q1: 95,398 shares; 2025Q2: 96,229 shares; 2025Q3: 94,420 shares; 2025Q4: 93,992 shares; 2026Q1: 73,858 shares; 2026Q2: 72,314 shares 72,314 $54.2M 5.16% -1,544 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 379,527 shares; 2024Q4: 384,227 shares; 2025Q1: 378,586 shares; 2025Q2: 402,419 shares; 2025Q3: 341,831 shares; 2025Q4: 334,375 shares; 2026Q1: 328,365 shares; 2026Q2: 328,739 shares 328,739 $31.4M 2.99% +374 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 221,977 shares; 2024Q4: 225,788 shares; 2025Q1: 454,420 shares; 2025Q2: 476,314 shares; 2025Q3: 474,822 shares; 2025Q4: 473,552 shares; 2026Q1: 438,386 shares; 2026Q2: 421,536 shares 421,536 $30M 2.86% -16,850 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: 234,684 shares; 2024Q4: 331,991 shares; 2025Q1: 228,379 shares; 2025Q2: 225,622 shares; 2025Q3: 214,460 shares; 2025Q4: 212,673 shares; 2026Q1: 212,300 shares; 2026Q2: 210,459 shares 210,459 $28.9M 2.76% -1,841 Timeline EVSD MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY 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: 243,137 shares; 2025Q3: 317,282 shares; 2025Q4: 336,990 shares; 2026Q1: 339,034 shares; 2026Q2: 542,407 shares 542,407 $27.6M 2.63% +203,373 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94,940 shares; 2024Q4: 57,098 shares; 2025Q1: 57,742 shares; 2025Q2: 57,517 shares; 2025Q3: 231,738 shares; 2025Q4: 529,062 shares; 2026Q1: 515,131 shares; 2026Q2: 535,659 shares 535,659 $26.4M 2.51% +20,528 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 192,104 shares; 2024Q4: 147,205 shares; 2025Q1: 153,830 shares; 2025Q2: 107,989 shares; 2025Q3: 107,039 shares; 2025Q4: 106,401 shares; 2026Q1: 105,494 shares; 2026Q2: 103,240 shares 103,240 $23.4M 2.23% -2,254 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 258,558 shares; 2024Q4: 259,578 shares; 2025Q1: 257,263 shares; 2025Q2: 439,321 shares; 2025Q3: 545,583 shares; 2025Q4: 539,673 shares; 2026Q1: 315,740 shares; 2026Q2: 399,468 shares 399,468 $18.9M 1.8% +83,728 Timeline FIXD 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: 359,306 shares; 2024Q4: 383,401 shares; 2025Q1: 303,486 shares; 2025Q2: 321,180 shares; 2025Q3: 343,085 shares; 2025Q4: 354,005 shares; 2026Q1: 419,909 shares; 2026Q2: 421,122 shares 421,122 $18.4M 1.75% +1,213 Timeline FIIG 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: 611,943 shares; 2024Q4: 634,248 shares; 2025Q1: 642,965 shares; 2025Q2: 677,862 shares; 2025Q3: 716,552 shares; 2025Q4: 742,801 shares; 2026Q1: 880,325 shares; 2026Q2: 883,962 shares 883,962 $18.3M 1.74% +3,637 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: 141,899 shares; 2024Q4: 143,737 shares; 2025Q1: 142,054 shares; 2025Q2: 145,728 shares; 2025Q3: 213,917 shares; 2025Q4: 220,373 shares; 2026Q1: 217,203 shares; 2026Q2: 215,875 shares 215,875 $17.5M 1.67% -1,328 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 124,330 shares; 2024Q4: 101,274 shares; 2025Q1: 164,932 shares; 2025Q2: 182,909 shares; 2025Q3: 178,679 shares; 2025Q4: 176,822 shares; 2026Q1: 172,281 shares; 2026Q2: 173,752 shares 173,752 $16.8M 1.6% +1,471 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: 89,463 shares; 2024Q4: 153,674 shares; 2025Q1: 270,736 shares; 2025Q2: 287,403 shares; 2025Q3: 308,948 shares; 2025Q4: 329,031 shares; 2026Q1: 311,621 shares; 2026Q2: 327,763 shares 327,763 $16.5M 1.58% +16,142 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,785 shares; 2026Q1: 510,734 shares; 2026Q2: 599,845 shares 599,845 $16.4M 1.56% +89,111 Timeline AFDM FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 118,038 shares; 2024Q4: 124,510 shares; 2025Q1: 197,533 shares; 2025Q2: 205,166 shares; 2025Q3: 200,927 shares; 2025Q4: 201,943 shares; 2026Q1: 184,196 shares; 2026Q2: 186,554 shares 186,554 $16.2M 1.55% +2,358 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,165 shares; 2024Q4: 23,355 shares; 2025Q1: 7,673 shares; 2025Q2: 25,576 shares; 2025Q3: 20,341 shares; 2025Q4: 21,805 shares; 2026Q1: 12,895 shares; 2026Q2: 22,660 shares 22,660 $15.6M 1.48% +9,765 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,545 shares; 2024Q4: 18,988 shares; 2025Q1: 69,511 shares; 2025Q2: 208,269 shares; 2025Q3: 211,118 shares; 2025Q4: 212,156 shares; 2026Q1: 210,850 shares; 2026Q2: 211,334 shares 211,334 $15.3M 1.46% +484 Timeline JMUB 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: 12,737 shares; 2024Q4: 47,966 shares; 2025Q1: 66,606 shares; 2025Q2: 112,501 shares; 2025Q3: 154,594 shares; 2025Q4: 250,037 shares; 2026Q1: 288,195 shares; 2026Q2: 288,087 shares 288,087 $14.6M 1.39% -108 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 89,643 shares; 2024Q4: 250,047 shares; 2025Q1: 246,949 shares; 2025Q2: 252,323 shares; 2025Q3: 262,410 shares; 2025Q4: 260,283 shares; 2026Q1: 422,174 shares; 2026Q2: 452,483 shares 452,483 $14.3M 1.37% +30,309 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 115,154 shares; 2024Q4: 445,008 shares; 2025Q1: 401,728 shares; 2025Q2: 401,217 shares; 2025Q3: 401,561 shares; 2025Q4: 391,383 shares; 2026Q1: 401,672 shares; 2026Q2: 422,899 shares 422,899 $14.3M 1.36% +21,227 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: 6,555 shares; 2024Q4: 7,802 shares; 2025Q1: 7,797 shares; 2025Q2: 7,121 shares; 2025Q3: 6,410 shares; 2025Q4: 7,570 shares; 2026Q1: 63,906 shares; 2026Q2: 64,996 shares 64,996 $13.8M 1.32% +1,090 Timeline JPLD 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: not reported; 2026Q2: 263,352 shares 263,352 $13.7M 1.31% new Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 228,660 shares; 2025Q4: 227,653 shares; 2026Q1: 219,636 shares; 2026Q2: 219,942 shares 219,942 $13.3M 1.26% +306 Timeline LMBS 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: 64,388 shares; 2024Q4: 76,300 shares; 2025Q1: 79,567 shares; 2025Q2: 77,089 shares; 2025Q3: 157,126 shares; 2025Q4: 168,475 shares; 2026Q1: 234,889 shares; 2026Q2: 261,396 shares 261,396 $13M 1.24% +26,507 Timeline JCPB 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: 179,785 shares; 2024Q4: 148,553 shares; 2025Q1: 145,742 shares; 2025Q2: 143,278 shares; 2025Q3: 38,229 shares; 2025Q4: 249,098 shares; 2026Q1: 245,262 shares; 2026Q2: 266,337 shares 266,337 $12.5M 1.19% +21,075 Timeline IDMO 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: 10,054 shares; 2025Q3: 243,427 shares; 2025Q4: 226,187 shares; 2026Q1: 199,848 shares; 2026Q2: 198,739 shares 198,739 $12M 1.14% -1,109 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 47,550 shares; 2025Q2: 52,636 shares; 2025Q3: 53,224 shares; 2025Q4: 54,017 shares; 2026Q1: 51,378 shares; 2026Q2: 53,101 shares 53,101 $11.6M 1.1% +1,723 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: 60,018 shares; 2024Q4: 62,420 shares; 2025Q1: 64,971 shares; 2025Q2: 41,839 shares; 2025Q3: 41,483 shares; 2025Q4: 42,207 shares; 2026Q1: 76,851 shares; 2026Q2: 78,951 shares 78,951 $11.6M 1.1% +2,100 Timeline JBND 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: not reported; 2026Q2: 215,218 shares 215,218 $11.5M 1.1% new 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: 15,540 shares; 2024Q4: 15,419 shares; 2025Q1: 15,393 shares; 2025Q2: 15,270 shares; 2025Q3: 15,111 shares; 2025Q4: 14,885 shares; 2026Q1: 14,625 shares; 2026Q2: 14,487 shares 14,487 $10.7M 1.02% -138 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,808 shares; 2026Q1: 19,932 shares; 2026Q2: 236,010 shares 236,010 $10.5M 1% +216,078 Timeline JPST 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: 89,342 shares; 2024Q4: 91,600 shares; 2025Q1: 100,693 shares; 2025Q2: 115,116 shares; 2025Q3: 301,992 shares; 2025Q4: 333,386 shares; 2026Q1: 361,601 shares; 2026Q2: 204,252 shares 204,252 $10.3M 0.98% -157,349 Timeline IVLU 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: 298,141 shares; 2025Q2: 302,477 shares; 2025Q3: 300,156 shares; 2025Q4: 296,357 shares; 2026Q1: 267,615 shares; 2026Q2: 245,583 shares 245,583 $10.3M 0.98% -22,032 Timeline FYX 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: 27,762 shares; 2024Q4: 28,399 shares; 2025Q1: 29,069 shares; 2025Q2: 33,271 shares; 2025Q3: 32,857 shares; 2025Q4: 33,255 shares; 2026Q1: 65,529 shares; 2026Q2: 66,712 shares 66,712 $9.63M 0.92% +1,183 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 269,034 shares; 2024Q4: 277,250 shares; 2025Q1: 319,036 shares; 2025Q2: 36,356 shares; 2025Q3: 40,074 shares; 2025Q4: 50,190 shares; 2026Q1: 136,802 shares; 2026Q2: 345,566 shares 345,566 $9.49M 0.9% +208,764 Timeline SCHV 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: 74,257 shares; 2024Q4: 226,853 shares; 2025Q1: 234,878 shares; 2025Q2: 245,363 shares; 2025Q3: 254,044 shares; 2025Q4: 262,094 shares; 2026Q1: 268,412 shares; 2026Q2: 268,034 shares 268,034 $9.33M 0.89% -378 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: 38,108 shares; 2024Q4: 36,547 shares; 2025Q1: 34,360 shares; 2025Q2: 36,785 shares; 2025Q3: 32,187 shares; 2025Q4: 30,225 shares; 2026Q1: 32,387 shares; 2026Q2: 31,718 shares 31,718 $9.18M 0.87% -669 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: 323,184 shares; 2024Q4: 329,925 shares; 2025Q1: 323,251 shares; 2025Q2: 214,680 shares; 2025Q3: 206,732 shares; 2025Q4: 206,475 shares; 2026Q1: 119,172 shares; 2026Q2: 116,100 shares 116,100 $8.95M 0.85% -3,072 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,784 shares; 2025Q1: 6,751 shares; 2025Q2: 6,821 shares; 2025Q3: 65,946 shares; 2025Q4: 64,075 shares; 2026Q1: 51,881 shares; 2026Q2: 51,011 shares 51,011 $8.24M 0.79% -870 Timeline AVDV 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: 75,701 shares; 2025Q3: 75,025 shares; 2025Q4: 78,858 shares; 2026Q1: 97,042 shares; 2026Q2: 77,575 shares 77,575 $7.99M 0.76% -19,467 Timeline HMOP HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 154,950 shares; 2026Q1: 187,631 shares; 2026Q2: 202,754 shares 202,754 $7.94M 0.76% +15,123 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,126 shares; 2024Q4: 58,718 shares; 2025Q1: 58,638 shares; 2025Q2: 58,467 shares; 2025Q3: 58,056 shares; 2025Q4: 58,018 shares; 2026Q1: 58,160 shares; 2026Q2: 57,772 shares 57,772 $7.9M 0.75% -388 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 123,446 shares; 2024Q4: 126,023 shares; 2025Q1: 126,859 shares; 2025Q2: 130,886 shares; 2025Q3: 136,826 shares; 2025Q4: 143,149 shares; 2026Q1: 146,412 shares; 2026Q2: 151,747 shares 151,747 $7.73M 0.74% +5,335 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: 64,475 shares; 2024Q4: 72,886 shares; 2025Q1: 10,955 shares; 2025Q2: 10,638 shares; 2025Q3: 10,616 shares; 2025Q4: 23,240 shares; 2026Q1: 22,329 shares; 2026Q2: 55,921 shares 55,921 $7.45M 0.71% +33,592 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: 23,285 shares; 2024Q4: 12,465 shares; 2025Q1: 14,440 shares; 2025Q2: 82,731 shares; 2025Q3: 120,484 shares; 2025Q4: 128,944 shares; 2026Q1: 145,632 shares; 2026Q2: 143,243 shares 143,243 $7.31M 0.7% -2,389 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 193,349 shares; 2024Q4: 198,901 shares; 2025Q1: 138,201 shares; 2025Q2: 124,476 shares; 2025Q3: 124,248 shares; 2025Q4: 119,594 shares; 2026Q1: 122,241 shares; 2026Q2: 117,242 shares 117,242 $7.28M 0.69% -4,999 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 119,019 shares; 2024Q4: 158,052 shares; 2025Q1: 186,042 shares; 2025Q2: 188,291 shares; 2025Q3: 116,966 shares; 2025Q4: 131,480 shares; 2026Q1: 137,674 shares; 2026Q2: 172,540 shares 172,540 $7M 0.67% +34,866 Timeline FESM 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: 6,351 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 142,639 shares 142,639 $6.89M 0.66% new Timeline GVAL CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 186,012 shares 186,012 $6.7M 0.64% new Timeline DOCT 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: 209,918 shares; 2024Q4: 204,015 shares; 2025Q1: 134,982 shares; 2025Q2: 136,191 shares; 2025Q3: 137,648 shares; 2025Q4: 133,894 shares; 2026Q1: 136,131 shares; 2026Q2: 143,115 shares 143,115 $6.68M 0.64% +6,984 Timeline FLXR TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 139,501 shares; 2025Q4: 144,062 shares; 2026Q1: 147,258 shares; 2026Q2: 166,953 shares 166,953 $6.55M 0.62% +19,695 Timeline FSMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91,664 shares; 2024Q4: 169,966 shares; 2025Q1: 170,013 shares; 2025Q2: 184,683 shares; 2025Q3: 172,129 shares; 2025Q4: 197,053 shares; 2026Q1: 298,162 shares; 2026Q2: 314,616 shares 314,616 $6.29M 0.6% +16,454 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 63,065 shares 63,065 $5.68M 0.54% new Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 95,167 shares; 2024Q4: 93,023 shares; 2025Q1: 88,902 shares; 2025Q2: 73,235 shares; 2025Q3: 71,874 shares; 2025Q4: 71,167 shares; 2026Q1: 38,184 shares; 2026Q2: 38,301 shares 38,301 $5.68M 0.54% +117 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,119 shares; 2024Q4: 60,901 shares; 2025Q1: 60,915 shares; 2025Q2: 63,578 shares; 2025Q3: 65,751 shares; 2025Q4: 66,017 shares; 2026Q1: 65,293 shares; 2026Q2: 64,635 shares 64,635 $5.68M 0.54% -658 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,341 shares; 2024Q4: 2,341 shares; 2025Q1: 27,035 shares; 2025Q2: 14,844 shares; 2025Q3: 14,848 shares; 2025Q4: 14,849 shares; 2026Q1: 14,852 shares; 2026Q2: 13,092 shares 13,092 $5.65M 0.54% -1,760 Timeline VLUE 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: 18,103 shares; 2026Q2: 26,922 shares 26,922 $5.38M 0.51% +8,819 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 161,057 shares; 2026Q2: 156,930 shares 156,930 $5.17M 0.49% -4,127 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: 175,568 shares; 2024Q4: 175,307 shares; 2025Q1: 169,309 shares; 2025Q2: 169,310 shares; 2025Q3: 169,323 shares; 2025Q4: 169,314 shares; 2026Q1: 161,544 shares; 2026Q2: 161,548 shares 161,548 $5.16M 0.49% +4 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: 22,611 shares; 2024Q4: 22,520 shares; 2025Q1: 23,278 shares; 2025Q2: 21,057 shares; 2025Q3: 21,004 shares; 2025Q4: 21,549 shares; 2026Q1: 21,665 shares; 2026Q2: 21,463 shares 21,463 $5.08M 0.48% -202 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: 1,660 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 29,215 shares 29,215 $4.97M 0.47% new 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: 21,839 shares; 2024Q4: 21,805 shares; 2025Q1: 20,314 shares; 2025Q2: 20,317 shares; 2025Q3: 20,243 shares; 2025Q4: 21,201 shares; 2026Q1: 22,213 shares; 2026Q2: 20,333 shares 20,333 $4.85M 0.46% -1,880 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,416 shares; 2026Q1: 39,149 shares; 2026Q2: 59,836 shares 59,836 $4.36M 0.42% +20,687 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: 7,371 shares; 2024Q4: 10,320 shares; 2025Q1: 6,596 shares; 2025Q2: 6,412 shares; 2025Q3: 6,412 shares; 2025Q4: 6,134 shares; 2026Q1: 5,849 shares; 2026Q2: 5,806 shares 5,806 $4.34M 0.41% -43 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: 134,507 shares; 2024Q4: 141,662 shares; 2025Q1: 89,294 shares; 2025Q2: 66,181 shares; 2025Q3: 65,379 shares; 2025Q4: 64,657 shares; 2026Q1: 64,879 shares; 2026Q2: 68,956 shares 68,956 $4.29M 0.41% +4,077 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,285 shares; 2024Q4: 46,863 shares; 2025Q1: 54,886 shares; 2025Q2: 52,523 shares; 2025Q3: 50,461 shares; 2025Q4: 51,999 shares; 2026Q1: 55,363 shares; 2026Q2: 54,261 shares 54,261 $4.23M 0.4% -1,102 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,810 shares; 2024Q4: 59,937 shares; 2025Q1: 57,589 shares; 2025Q2: 59,800 shares; 2025Q3: 60,305 shares; 2025Q4: 61,153 shares; 2026Q1: 60,935 shares; 2026Q2: 62,055 shares 62,055 $4.2M 0.4% +1,120 Timeline DFIV 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: 59,623 shares; 2025Q2: 85,411 shares; 2025Q3: 82,362 shares; 2025Q4: 80,069 shares; 2026Q1: 71,058 shares; 2026Q2: 73,425 shares 73,425 $3.97M 0.38% +2,367 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: 4,669 shares; 2024Q4: 4,669 shares; 2025Q1: 4,494 shares; 2025Q2: 4,494 shares; 2025Q3: 4,499 shares; 2025Q4: 7,303 shares; 2026Q1: 7,435 shares; 2026Q2: 6,738 shares 6,738 $3.91M 0.37% -697 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 91,376 shares; 2026Q2: 103,178 shares 103,178 $3.77M 0.36% +11,802 Timeline SCHF 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: 47,319 shares; 2024Q4: 107,775 shares; 2025Q1: 113,729 shares; 2025Q2: 114,188 shares; 2025Q3: 118,868 shares; 2025Q4: 119,081 shares; 2026Q1: 126,767 shares; 2026Q2: 124,010 shares 124,010 $3.44M 0.33% -2,757 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 36,303 shares; 2026Q2: 33,361 shares 33,361 $3.41M 0.33% -2,942 Timeline GNOV 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: 88,454 shares; 2024Q4: 90,299 shares; 2025Q1: 87,831 shares; 2025Q2: 87,831 shares; 2025Q3: 85,895 shares; 2025Q4: 84,224 shares; 2026Q1: 73,205 shares; 2026Q2: 75,231 shares 75,231 $3.14M 0.3% +2,026 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,104 shares; 2024Q4: 65,368 shares; 2025Q1: 41,843 shares; 2025Q2: 41,897 shares; 2025Q3: 42,196 shares; 2025Q4: 63,737 shares; 2026Q1: 67,837 shares; 2026Q2: 60,230 shares 60,230 $3.09M 0.29% -7,607 Timeline GFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 75,757 shares; 2025Q2: 75,843 shares; 2025Q3: 75,550 shares; 2025Q4: 74,758 shares; 2026Q1: 64,507 shares; 2026Q2: 66,451 shares 66,451 $2.93M 0.28% +1,944 Timeline GCOW 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: 20,242 shares; 2024Q4: 15,664 shares; 2025Q1: 15,694 shares; 2025Q2: 13,570 shares; 2025Q3: 20,410 shares; 2025Q4: 30,639 shares; 2026Q1: 45,595 shares; 2026Q2: 67,191 shares 67,191 $2.91M 0.28% +21,596 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,586 shares; 2024Q4: 2,965 shares; 2025Q1: 2,967 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 827 shares; 2026Q1: 4,734 shares; 2026Q2: 3,942 shares 3,942 $2.85M 0.27% -792 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,524 shares; 2024Q4: 2,524 shares; 2025Q1: 2,524 shares; 2025Q2: 2,524 shares; 2025Q3: 625 shares; 2025Q4: 624 shares; 2026Q1: 1,669 shares; 2026Q2: 7,308 shares 7,308 $2.85M 0.27% +5,639 Timeline EVSM MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY 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: 53,927 shares 53,927 $2.71M 0.26% new 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: not reported; 2025Q4: not reported; 2026Q1: 21,017 shares; 2026Q2: 13,948 shares 13,948 $2.62M 0.25% -7,069 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,700 shares; 2024Q4: 5,508 shares; 2025Q1: 5,365 shares; 2025Q2: 5,365 shares; 2025Q3: 5,365 shares; 2025Q4: 5,390 shares; 2026Q1: 5,316 shares; 2026Q2: 5,348 shares 5,348 $2.55M 0.24% +32 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: 9,906 shares; 2024Q4: 9,566 shares; 2025Q1: 9,622 shares; 2025Q2: 9,682 shares; 2025Q3: 9,740 shares; 2025Q4: 9,870 shares; 2026Q1: 10,045 shares; 2026Q2: 10,122 shares 10,122 $2.55M 0.24% +77 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: 6,976 shares; 2024Q4: 6,669 shares; 2025Q1: 6,429 shares; 2025Q2: 5,804 shares; 2025Q3: 5,898 shares; 2025Q4: 6,309 shares; 2026Q1: 6,375 shares; 2026Q2: 6,688 shares 6,688 $2.49M 0.24% +313 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: 6,562 shares; 2024Q4: 6,563 shares; 2025Q1: 6,017 shares; 2025Q2: 6,018 shares; 2025Q3: 5,888 shares; 2025Q4: 6,796 shares; 2026Q1: 7,077 shares; 2026Q2: 6,902 shares 6,902 $2.47M 0.24% -175 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: 90,884 shares; 2024Q4: 83,049 shares; 2025Q1: 86,409 shares; 2025Q2: 87,984 shares; 2025Q3: 87,776 shares; 2025Q4: 71,033 shares; 2026Q1: 71,319 shares; 2026Q2: 25,331 shares 25,331 $2.44M 0.23% -45,988 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: 27,326 shares; 2024Q4: 53,703 shares; 2025Q1: 54,377 shares; 2025Q2: 61,085 shares; 2025Q3: 64,838 shares; 2025Q4: 65,419 shares; 2026Q1: 66,206 shares; 2026Q2: 66,056 shares 66,056 $2.39M 0.23% -150 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,229 shares; 2024Q4: 22,154 shares; 2025Q1: 23,028 shares; 2025Q2: 23,131 shares; 2025Q3: 25,658 shares; 2025Q4: 27,793 shares; 2026Q1: 29,131 shares; 2026Q2: 29,268 shares 29,268 $2.24M 0.21% +137 Timeline VIGI 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: 80,861 shares; 2024Q4: 74,104 shares; 2025Q1: 75,559 shares; 2025Q2: 76,446 shares; 2025Q3: 30,202 shares; 2025Q4: 30,177 shares; 2026Q1: 29,542 shares; 2026Q2: 23,290 shares 23,290 $2.17M 0.21% -6,252 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,808 shares; 2024Q4: 62,680 shares; 2025Q1: 23,767 shares; 2025Q2: 17,288 shares; 2025Q3: 17,783 shares; 2025Q4: 17,890 shares; 2026Q1: 16,653 shares; 2026Q2: 17,151 shares 17,151 $2.14M 0.2% +498 Timeline PZA 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: 41,821 shares; 2025Q1: 47,707 shares; 2025Q2: 38,397 shares; 2025Q3: 44,640 shares; 2025Q4: 72,329 shares; 2026Q1: 78,886 shares; 2026Q2: 90,879 shares 90,879 $2.14M 0.2% +11,993 Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 94,512 shares; 2026Q2: 101,909 shares 101,909 $2.13M 0.2% +7,397 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: 5,319 shares; 2024Q4: 4,897 shares; 2025Q1: 5,711 shares; 2025Q2: 5,817 shares; 2025Q3: 5,803 shares; 2025Q4: 7,591 shares; 2026Q1: 10,266 shares; 2026Q2: 10,596 shares 10,596 $2.12M 0.2% +330 Timeline XSMO 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: 9,716 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 22,473 shares 22,473 $2.1M 0.2% new Timeline FFSM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 57,805 shares; 2026Q2: 54,079 shares 54,079 $2.07M 0.2% -3,726 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: 2,761 shares; 2024Q4: 8,106 shares; 2025Q1: 2,605 shares; 2025Q2: 7,025 shares; 2025Q3: 6,896 shares; 2025Q4: 1,978 shares; 2026Q1: 1,969 shares; 2026Q2: 10,747 shares 10,747 $2.05M 0.2% +8,778 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: 25,583 shares; 2024Q4: 76,749 shares; 2025Q1: 81,058 shares; 2025Q2: 79,281 shares; 2025Q3: 69,706 shares; 2025Q4: 69,569 shares; 2026Q1: 69,008 shares; 2026Q2: 69,011 shares 69,011 $2.03M 0.19% +3 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,488 shares; 2024Q4: 22,714 shares; 2025Q1: 65,823 shares; 2025Q2: 24,084 shares; 2025Q3: 24,292 shares; 2025Q4: 24,610 shares; 2026Q1: 30,885 shares; 2026Q2: 32,377 shares 32,377 $1.93M 0.18% +1,492 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,948 shares; 2024Q4: 17,752 shares; 2025Q1: 17,994 shares; 2025Q2: 18,135 shares; 2025Q3: 18,393 shares; 2025Q4: 17,880 shares; 2026Q1: 18,069 shares; 2026Q2: 18,069 shares 18,069 $1.92M 0.18% 0 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: 21,545 shares 21,545 $1.84M 0.18% new Timeline COWG 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: 16,944 shares; 2024Q4: 49,129 shares; 2025Q1: 106,711 shares; 2025Q2: 142,072 shares; 2025Q3: 83,097 shares; 2025Q4: 82,485 shares; 2026Q1: 72,954 shares; 2026Q2: 45,667 shares 45,667 $1.83M 0.17% -27,287 Timeline VOLT TEMA ETF TRUST More: the full row for TEMA 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: 18,792 shares; 2026Q2: 43,196 shares 43,196 $1.81M 0.17% +24,404 Timeline GMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 50,390 shares; 2025Q3: 50,101 shares; 2025Q4: 49,436 shares; 2026Q1: 39,274 shares; 2026Q2: 41,028 shares 41,028 $1.77M 0.17% +1,754 Timeline SH 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: 15,024 shares; 2025Q1: 15,406 shares; 2025Q2: 37,646 shares; 2025Q3: 42,470 shares; 2025Q4: 58,985 shares; 2026Q1: 56,416 shares; 2026Q2: 53,339 shares 53,339 $1.76M 0.17% -3,077 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: 11,973 shares; 2024Q4: 13,120 shares; 2025Q1: 13,193 shares; 2025Q2: 12,213 shares; 2025Q3: 12,290 shares; 2025Q4: 12,475 shares; 2026Q1: 12,650 shares; 2026Q2: 63,605 shares 63,605 $1.74M 0.17% +50,955 Timeline CLSE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,920 shares; 2024Q4: 79,656 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,011 shares; 2026Q1: 50,002 shares; 2026Q2: 50,002 shares 50,002 $1.71M 0.16% 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: 9,523 shares; 2024Q4: not reported; 2025Q1: 10,599 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,124 shares; 2026Q1: 11,239 shares; 2026Q2: 10,660 shares 10,660 $1.69M 0.16% -579 Timeline PSQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,021 shares; 2024Q4: 16,570 shares; 2025Q1: 16,935 shares; 2025Q2: 44,303 shares; 2025Q3: 51,433 shares; 2025Q4: 75,065 shares; 2026Q1: 71,549 shares; 2026Q2: 65,763 shares 65,763 $1.65M 0.16% -5,786 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: not reported; 2024Q4: 337 shares; 2025Q1: not reported; 2025Q2: 334 shares; 2025Q3: 334 shares; 2025Q4: 459 shares; 2026Q1: 1,613 shares; 2026Q2: 13,753 shares 13,753 $1.64M 0.16% +12,140 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: 4,298 shares; 2024Q4: 4,082 shares; 2025Q1: 4,102 shares; 2025Q2: 4,103 shares; 2025Q3: 4,073 shares; 2025Q4: 4,751 shares; 2026Q1: 4,913 shares; 2026Q2: 4,565 shares 4,565 $1.61M 0.15% -348 Timeline DTCR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,681 shares; 2026Q2: 52,998 shares 52,998 $1.61M 0.15% +23,317 Timeline TCAI TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 28,652 shares 28,652 $1.6M 0.15% new Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,620 shares; 2024Q4: 5,560 shares; 2025Q1: 5,271 shares; 2025Q2: 4,271 shares; 2025Q3: 4,272 shares; 2025Q4: 4,246 shares; 2026Q1: 4,259 shares; 2026Q2: 4,259 shares 4,259 $1.6M 0.15% 0 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,301 shares; 2024Q4: 13,273 shares; 2025Q1: 13,056 shares; 2025Q2: 13,571 shares; 2025Q3: 13,625 shares; 2025Q4: 14,742 shares; 2026Q1: 15,290 shares; 2026Q2: 16,360 shares 16,360 $1.6M 0.15% +1,070 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: 16,056 shares; 2024Q4: 47,826 shares; 2025Q1: 47,529 shares; 2025Q2: 46,099 shares; 2025Q3: 46,319 shares; 2025Q4: 45,166 shares; 2026Q1: 43,922 shares; 2026Q2: 43,110 shares 43,110 $1.59M 0.15% -812 Timeline RING ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,750 shares; 2025Q3: 10,011 shares; 2025Q4: not reported; 2026Q1: 22,019 shares; 2026Q2: 24,589 shares 24,589 $1.59M 0.15% +2,570 Timeline FEZ 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: not reported; 2024Q4: not reported; 2025Q1: 13,965 shares; 2025Q2: 140,101 shares; 2025Q3: 102,022 shares; 2025Q4: 103,149 shares; 2026Q1: 23,508 shares; 2026Q2: 23,065 shares 23,065 $1.58M 0.15% -443 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: 27,981 shares; 2024Q4: 29,482 shares; 2025Q1: 31,413 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,169 shares; 2026Q1: not reported; 2026Q2: 29,471 shares 29,471 $1.58M 0.15% new Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 892 shares; 2025Q4: 893 shares; 2026Q1: 891 shares; 2026Q2: 4,205 shares 4,205 $1.57M 0.15% +3,314 Timeline RWM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,647 shares; 2024Q4: 34,817 shares; 2025Q1: 34,866 shares; 2025Q2: 81,287 shares; 2025Q3: 91,900 shares; 2025Q4: 130,497 shares; 2026Q1: 125,585 shares; 2026Q2: 118,125 shares 118,125 $1.57M 0.15% -7,460 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,049 shares; 2024Q4: 25,916 shares; 2025Q1: 27,348 shares; 2025Q2: 26,778 shares; 2025Q3: 26,565 shares; 2025Q4: 27,971 shares; 2026Q1: 28,549 shares; 2026Q2: 27,521 shares 27,521 $1.55M 0.15% -1,028 Timeline GAPR 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: 35,211 shares; 2024Q4: 37,718 shares; 2025Q1: 36,921 shares; 2025Q2: 36,921 shares; 2025Q3: 36,748 shares; 2025Q4: 36,748 shares; 2026Q1: 36,985 shares; 2026Q2: 36,767 shares 36,767 $1.53M 0.15% -218 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,417 shares; 2024Q4: 7,598 shares; 2025Q1: 16,210 shares; 2025Q2: 43,633 shares; 2025Q3: 7,907 shares; 2025Q4: 10,722 shares; 2026Q1: 13,602 shares; 2026Q2: 19,818 shares 19,818 $1.52M 0.14% +6,216 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,658 shares; 2024Q4: 23,658 shares; 2025Q1: 23,658 shares; 2025Q2: 23,658 shares; 2025Q3: 23,498 shares; 2025Q4: 28,898 shares; 2026Q1: 29,898 shares; 2026Q2: 31,096 shares 31,096 $1.5M 0.14% +1,198 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: 65,692 shares; 2024Q4: not reported; 2025Q1: 31,279 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 36,128 shares; 2026Q2: 34,023 shares 34,023 $1.5M 0.14% -2,105 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: 11,345 shares; 2024Q4: 12,472 shares; 2025Q1: 15,194 shares; 2025Q2: 15,419 shares; 2025Q3: 8,944 shares; 2025Q4: 12,478 shares; 2026Q1: 12,912 shares; 2026Q2: 12,610 shares 12,610 $1.43M 0.14% -302 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: 3,839 shares; 2024Q4: 3,682 shares; 2025Q1: 3,697 shares; 2025Q2: 3,702 shares; 2025Q3: 3,764 shares; 2025Q4: 3,757 shares; 2026Q1: 3,942 shares; 2026Q2: 4,150 shares 4,150 $1.36M 0.13% +208 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 114,277 shares; 2024Q4: 83,888 shares; 2025Q1: 78,471 shares; 2025Q2: 79,728 shares; 2025Q3: 81,155 shares; 2025Q4: 73,013 shares; 2026Q1: 26,197 shares; 2026Q2: 26,772 shares 26,772 $1.35M 0.13% +575 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 16,329 shares; 2025Q1: 23,853 shares; 2025Q2: 23,869 shares; 2025Q3: 40,444 shares; 2025Q4: 51,369 shares; 2026Q1: 15,199 shares; 2026Q2: 19,407 shares 19,407 $1.32M 0.13% +4,208 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: 3,026 shares; 2024Q4: 2,893 shares; 2025Q1: 2,794 shares; 2025Q2: 2,772 shares; 2025Q3: 2,640 shares; 2025Q4: 2,704 shares; 2026Q1: 2,617 shares; 2026Q2: 10,494 shares 10,494 $1.3M 0.12% +7,877 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,024 shares; 2024Q4: 34,760 shares; 2025Q1: 37,829 shares; 2025Q2: 37,528 shares; 2025Q3: 39,346 shares; 2025Q4: 40,048 shares; 2026Q1: 39,641 shares; 2026Q2: 25,662 shares 25,662 $1.26M 0.12% -13,979 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: 2,175 shares; 2024Q4: 1,968 shares; 2025Q1: 2,343 shares; 2025Q2: 2,593 shares; 2025Q3: 2,463 shares; 2025Q4: 2,980 shares; 2026Q1: 3,313 shares; 2026Q2: 3,326 shares 3,326 $1.26M 0.12% +13 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,863 shares; 2024Q4: 36,485 shares; 2025Q1: 36,147 shares; 2025Q2: 43,028 shares; 2025Q3: 6,530 shares; 2025Q4: 6,681 shares; 2026Q1: 5,677 shares; 2026Q2: 5,644 shares 5,644 $1.24M 0.12% -33 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,200 shares; 2024Q4: 2,744 shares; 2025Q1: 2,794 shares; 2025Q2: 2,524 shares; 2025Q3: 2,585 shares; 2025Q4: 2,659 shares; 2026Q1: 3,378 shares; 2026Q2: 15,205 shares 15,205 $1.23M 0.12% +11,827 Timeline VTES 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: not reported; 2024Q4: 3,985 shares; 2025Q1: 6,190 shares; 2025Q2: 6,292 shares; 2025Q3: 6,292 shares; 2025Q4: 9,108 shares; 2026Q1: 11,103 shares; 2026Q2: 12,072 shares 12,072 $1.22M 0.12% +969 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,035 shares; 2024Q4: 9,111 shares; 2025Q1: 9,177 shares; 2025Q2: 9,246 shares; 2025Q3: 9,269 shares; 2025Q4: 7,159 shares; 2026Q1: 7,069 shares; 2026Q2: 7,033 shares 7,033 $1.22M 0.12% -36 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: 2,580 shares; 2024Q4: 2,499 shares; 2025Q1: 2,261 shares; 2025Q2: 2,261 shares; 2025Q3: 2,241 shares; 2025Q4: 2,293 shares; 2026Q1: 2,390 shares; 2026Q2: 2,428 shares 2,428 $1.22M 0.12% +38 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: 11,348 shares; 2024Q4: 7,188 shares; 2025Q1: 7,224 shares; 2025Q2: 7,705 shares; 2025Q3: 7,789 shares; 2025Q4: 6,861 shares; 2026Q1: 7,186 shares; 2026Q2: 7,227 shares 7,227 $1.2M 0.11% +41 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: 10,570 shares; 2026Q1: 11,948 shares; 2026Q2: 10,854 shares 10,854 $1.09M 0.1% -1,094 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,917 shares; 2024Q4: 5,962 shares; 2025Q1: 6,006 shares; 2025Q2: 6,058 shares; 2025Q3: 6,095 shares; 2025Q4: 6,136 shares; 2026Q1: 6,171 shares; 2026Q2: 6,205 shares 6,205 $1.05M 0.1% +34 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,486 shares; 2024Q4: 12,527 shares; 2025Q1: 12,577 shares; 2025Q2: 12,525 shares; 2025Q3: 12,591 shares; 2025Q4: 12,467 shares; 2026Q1: 11,970 shares; 2026Q2: 11,939 shares 11,939 $1.04M 0.1% -31 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: not reported; 2026Q1: not reported; 2026Q2: 6,247 shares 6,247 $1.03M 0.1% new Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,304 shares; 2024Q4: 8,456 shares; 2025Q1: 9,796 shares; 2025Q2: 9,336 shares; 2025Q3: 9,162 shares; 2025Q4: 9,325 shares; 2026Q1: 9,935 shares; 2026Q2: 9,869 shares 9,869 $995K 0.09% -66 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,481 shares; 2025Q4: 3,262 shares; 2026Q1: 3,323 shares; 2026Q2: 3,324 shares 3,324 $990K 0.09% +1 Timeline SCHE 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: 25,646 shares; 2024Q4: 26,242 shares; 2025Q1: 26,014 shares; 2025Q2: 26,064 shares; 2025Q3: 27,542 shares; 2025Q4: 27,558 shares; 2026Q1: 27,256 shares; 2026Q2: 27,257 shares 27,257 $988K 0.09% +1 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: 2,511 shares; 2024Q4: 2,522 shares; 2025Q1: 2,306 shares; 2025Q2: 2,332 shares; 2025Q3: 2,079 shares; 2025Q4: 2,018 shares; 2026Q1: 2,131 shares; 2026Q2: 2,332 shares 2,332 $981K 0.09% +201 Timeline IQDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,640 shares; 2024Q4: 27,799 shares; 2025Q1: 22,567 shares; 2025Q2: 24,138 shares; 2025Q3: 23,106 shares; 2025Q4: 23,107 shares; 2026Q1: 23,247 shares; 2026Q2: 22,566 shares 22,566 $972K 0.09% -681 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,830 shares 9,830 $948K 0.09% new 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: 1,451 shares; 2024Q4: 1,407 shares; 2025Q1: 1,403 shares; 2025Q2: 1,404 shares; 2025Q3: 1,405 shares; 2025Q4: 1,404 shares; 2026Q1: 1,979 shares; 2026Q2: 2,222 shares 2,222 $947K 0.09% +243 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: 10,959 shares; 2024Q4: 5,807 shares; 2025Q1: 15,908 shares; 2025Q2: 16,000 shares; 2025Q3: 5,473 shares; 2025Q4: 5,321 shares; 2026Q1: 14,386 shares; 2026Q2: 5,063 shares 5,063 $938K 0.09% -9,323 Timeline NANR 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: 9,500 shares; 2024Q4: 10,780 shares; 2025Q1: 10,938 shares; 2025Q2: 11,060 shares; 2025Q3: 11,433 shares; 2025Q4: 11,883 shares; 2026Q1: 11,921 shares; 2026Q2: 12,413 shares 12,413 $937K 0.09% +492 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: 1,974 shares; 2024Q4: 1,671 shares; 2025Q1: 1,673 shares; 2025Q2: 1,675 shares; 2025Q3: 1,681 shares; 2025Q4: 1,623 shares; 2026Q1: 1,661 shares; 2026Q2: 3,113 shares 3,113 $928K 0.09% +1,452 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: 1,477 shares; 2024Q4: 2,891 shares; 2025Q1: 2,902 shares; 2025Q2: 2,902 shares; 2025Q3: 2,727 shares; 2025Q4: 2,736 shares; 2026Q1: 2,761 shares; 2026Q2: 2,717 shares 2,717 $927K 0.09% -44 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,336 shares; 2024Q4: 26,254 shares; 2025Q1: 38,113 shares; 2025Q2: 27,513 shares; 2025Q3: 27,513 shares; 2025Q4: 27,558 shares; 2026Q1: 24,739 shares; 2026Q2: 22,239 shares 22,239 $914K 0.09% -2,500 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: 3,124 shares; 2024Q4: 2,782 shares; 2025Q1: 3,147 shares; 2025Q2: 3,015 shares; 2025Q3: 3,050 shares; 2025Q4: 2,345 shares; 2026Q1: 2,313 shares; 2026Q2: 2,466 shares 2,466 $912K 0.09% +153 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,595 shares; 2024Q4: 4,638 shares; 2025Q1: 4,463 shares; 2025Q2: 4,107 shares; 2025Q3: 3,735 shares; 2025Q4: 3,735 shares; 2026Q1: 4,749 shares; 2026Q2: 4,734 shares 4,734 $908K 0.09% -15 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,135 shares; 2024Q4: 7,104 shares; 2025Q1: 7,104 shares; 2025Q2: 8,609 shares; 2025Q3: 8,609 shares; 2025Q4: 8,609 shares; 2026Q1: 8,529 shares; 2026Q2: 8,689 shares 8,689 $893K 0.09% +160 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 124,593 shares; 2024Q4: 128,368 shares; 2025Q1: 132,155 shares; 2025Q2: 133,465 shares; 2025Q3: 8,110 shares; 2025Q4: 8,100 shares; 2026Q1: 8,102 shares; 2026Q2: 8,108 shares 8,108 $893K 0.09% +6 Timeline CVLC MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,127 shares; 2024Q4: 6,137 shares; 2025Q1: 6,146 shares; 2025Q2: 6,273 shares; 2025Q3: 6,281 shares; 2025Q4: 9,431 shares; 2026Q1: 9,745 shares; 2026Q2: 9,395 shares 9,395 $888K 0.08% -350 Timeline FLMI 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: not reported; 2024Q4: 9,945 shares; 2025Q1: 9,945 shares; 2025Q2: 21,590 shares; 2025Q3: 25,510 shares; 2025Q4: 34,055 shares; 2026Q1: 34,305 shares; 2026Q2: 34,550 shares 34,550 $870K 0.08% +245 Timeline FFLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,136 shares; 2024Q4: 49,514 shares; 2025Q1: 22,398 shares; 2025Q2: 22,185 shares; 2025Q3: 22,287 shares; 2025Q4: 26,071 shares; 2026Q1: 14,251 shares; 2026Q2: 14,251 shares 14,251 $840K 0.08% 0 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,205 shares; 2024Q4: 23,217 shares; 2025Q1: 23,556 shares; 2025Q2: 26,693 shares; 2025Q3: 23,593 shares; 2025Q4: 22,631 shares; 2026Q1: 22,647 shares; 2026Q2: 22,663 shares 22,663 $833K 0.08% +16 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: 2,438 shares; 2024Q4: 3,609 shares; 2025Q1: 4,390 shares; 2025Q2: 4,634 shares; 2025Q3: 4,636 shares; 2025Q4: 3,756 shares; 2026Q1: 3,792 shares; 2026Q2: 3,798 shares 3,798 $822K 0.08% +6 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL 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: 3,659 shares 3,659 $819K 0.08% new Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY 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: 2,822 shares; 2026Q1: 2,822 shares; 2026Q2: 2,703 shares 2,703 $818K 0.08% -119 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: 3,511 shares; 2024Q4: 3,168 shares; 2025Q1: 2,908 shares; 2025Q2: 2,910 shares; 2025Q3: 2,919 shares; 2025Q4: 3,101 shares; 2026Q1: 3,191 shares; 2026Q2: 3,206 shares 3,206 $814K 0.08% +15 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE 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: 3,659 shares 3,659 $809K 0.08% new 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: 938 shares; 2024Q4: 938 shares; 2025Q1: 939 shares; 2025Q2: 939 shares; 2025Q3: 939 shares; 2025Q4: 1,238 shares; 2026Q1: 1,473 shares; 2026Q2: 9,310 shares 9,310 $802K 0.08% +7,837 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,615 shares; 2024Q4: 11,993 shares; 2025Q1: 11,911 shares; 2025Q2: 14,878 shares; 2025Q3: 15,068 shares; 2025Q4: 15,068 shares; 2026Q1: 14,854 shares; 2026Q2: 16,298 shares 16,298 $796K 0.08% +1,444 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: 373 shares; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 344 shares; 2025Q3: 365 shares; 2025Q4: 760 shares; 2026Q1: 803 shares; 2026Q2: 844 shares 844 $790K 0.08% +41 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: 4,984 shares; 2024Q4: 4,505 shares; 2025Q1: 4,505 shares; 2025Q2: 4,505 shares; 2025Q3: 4,261 shares; 2025Q4: 4,257 shares; 2026Q1: 4,314 shares; 2026Q2: 4,340 shares 4,340 $785K 0.07% +26 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: 1,569 shares; 2024Q4: 1,569 shares; 2025Q1: 1,498 shares; 2025Q2: 1,341 shares; 2025Q3: 1,396 shares; 2025Q4: 1,404 shares; 2026Q1: 1,506 shares; 2026Q2: 1,488 shares 1,488 $777K 0.07% -18 Timeline PAPR 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: 14,591 shares; 2024Q4: 14,640 shares; 2025Q1: 15,259 shares; 2025Q2: 16,303 shares; 2025Q3: 16,303 shares; 2025Q4: 16,303 shares; 2026Q1: 17,787 shares; 2026Q2: 18,117 shares 18,117 $765K 0.07% +330 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,460 shares; 2024Q4: 6,473 shares; 2025Q1: 6,494 shares; 2025Q2: 6,345 shares; 2025Q3: 6,362 shares; 2025Q4: 6,382 shares; 2026Q1: 6,411 shares; 2026Q2: 6,439 shares 6,439 $758K 0.07% +28 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,458 shares; 2024Q4: 28,463 shares; 2025Q1: 28,898 shares; 2025Q2: 14,271 shares; 2025Q3: 25,999 shares; 2025Q4: 7,277 shares; 2026Q1: 19,147 shares; 2026Q2: 6,989 shares 6,989 $749K 0.07% -12,158 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,723 shares; 2024Q4: 11,726 shares; 2025Q1: 11,731 shares; 2025Q2: 11,736 shares; 2025Q3: 11,746 shares; 2025Q4: 12,820 shares; 2026Q1: 11,755 shares; 2026Q2: 11,802 shares 11,802 $742K 0.07% +47 Timeline TGLR WEDBUSH SER TR More: the full row for WEDBUSH SER 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: 17,995 shares 17,995 $729K 0.07% new Timeline PJAN 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: 10,973 shares; 2024Q4: 10,973 shares; 2025Q1: 12,439 shares; 2025Q2: 12,533 shares; 2025Q3: 12,533 shares; 2025Q4: 14,505 shares; 2026Q1: 14,427 shares; 2026Q2: 14,561 shares 14,561 $721K 0.07% +134 Timeline SDVY 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: 114,708 shares; 2024Q4: 117,198 shares; 2025Q1: 216,735 shares; 2025Q2: 18,666 shares; 2025Q3: 16,576 shares; 2025Q4: 16,581 shares; 2026Q1: 16,587 shares; 2026Q2: 16,592 shares 16,592 $716K 0.07% +5 Timeline FLMB 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,130 shares; 2025Q3: 29,395 shares; 2025Q4: 29,395 shares; 2026Q1: 29,755 shares; 2026Q2: 29,755 shares 29,755 $716K 0.07% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 613 shares; 2025Q3: 614 shares; 2025Q4: 614 shares; 2026Q1: 614 shares; 2026Q2: 599 shares 599 $704K 0.07% -15 Timeline POCT 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: 11,279 shares; 2024Q4: 12,528 shares; 2025Q1: 12,751 shares; 2025Q2: 13,004 shares; 2025Q3: 14,873 shares; 2025Q4: 15,223 shares; 2026Q1: 15,015 shares; 2026Q2: 15,015 shares 15,015 $697K 0.07% 0 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,236 shares; 2024Q4: 9,289 shares; 2025Q1: 10,137 shares; 2025Q2: 9,754 shares; 2025Q3: 9,764 shares; 2025Q4: 10,744 shares; 2026Q1: 10,820 shares; 2026Q2: 6,997 shares 6,997 $693K 0.07% -3,823 Timeline NUMI NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,915 shares; 2025Q4: 27,045 shares; 2026Q1: 27,350 shares; 2026Q2: 27,350 shares 27,350 $690K 0.07% 0 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,545 shares; 2024Q4: 19,325 shares; 2025Q1: 18,002 shares; 2025Q2: 13,400 shares; 2025Q3: 13,463 shares; 2025Q4: 13,492 shares; 2026Q1: 13,808 shares; 2026Q2: 13,789 shares 13,789 $689K 0.07% -19 Timeline DRAM ROUNDHILL ETF TRUST More: the full row for ROUNDHILL 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: 9,328 shares 9,328 $689K 0.07% new 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: 9,965 shares; 2024Q4: 9,967 shares; 2025Q1: 9,969 shares; 2025Q2: 9,737 shares; 2025Q3: 9,606 shares; 2025Q4: 9,608 shares; 2026Q1: 9,610 shares; 2026Q2: 9,021 shares 9,021 $684K 0.07% -589 Timeline SHYM BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 40,530 shares; 2025Q4: 19,945 shares; 2026Q1: 29,970 shares; 2026Q2: 30,175 shares 30,175 $677K 0.06% +205 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: 9,350 shares; 2024Q4: 10,399 shares; 2025Q1: 10,399 shares; 2025Q2: 10,399 shares; 2025Q3: 10,399 shares; 2025Q4: 10,399 shares; 2026Q1: 10,399 shares; 2026Q2: 10,248 shares 10,248 $661K 0.06% -151 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,381 shares; 2024Q4: 2,381 shares; 2025Q1: 2,518 shares; 2025Q2: 2,335 shares; 2025Q3: 2,339 shares; 2025Q4: 2,338 shares; 2026Q1: 2,371 shares; 2026Q2: 2,341 shares 2,341 $658K 0.06% -30 Timeline FCFS FIRSTCASH HOLDINGS INC More: the full row for FIRSTCASH HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,981 shares; 2024Q4: 2,981 shares; 2025Q1: 2,981 shares; 2025Q2: 2,981 shares; 2025Q3: 2,981 shares; 2025Q4: 2,981 shares; 2026Q1: 2,981 shares; 2026Q2: 2,981 shares 2,981 $645K 0.06% 0 Timeline VIS 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: 1,097 shares; 2025Q2: 1,586 shares; 2025Q3: 1,586 shares; 2025Q4: 1,680 shares; 2026Q1: 1,670 shares; 2026Q2: 1,778 shares 1,778 $641K 0.06% +108 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: 14,722 shares; 2024Q4: not reported; 2025Q1: 17,756 shares; 2025Q2: 8,860 shares; 2025Q3: 7,587 shares; 2025Q4: 7,583 shares; 2026Q1: 25,879 shares; 2026Q2: 7,711 shares 7,711 $641K 0.06% -18,168 Timeline DJAN 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: 5,826 shares; 2024Q4: 5,767 shares; 2025Q1: 230,093 shares; 2025Q2: 231,690 shares; 2025Q3: 232,425 shares; 2025Q4: 227,382 shares; 2026Q1: 216,843 shares; 2026Q2: 13,947 shares 13,947 $635K 0.06% -202,896 Timeline CVIE MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,784 shares; 2024Q4: 4,808 shares; 2025Q1: 4,817 shares; 2025Q2: 4,916 shares; 2025Q3: 4,925 shares; 2025Q4: 7,632 shares; 2026Q1: 7,860 shares; 2026Q2: 7,384 shares 7,384 $628K 0.06% -476 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,862 shares; 2024Q4: 4,466 shares; 2025Q1: 4,470 shares; 2025Q2: 4,344 shares; 2025Q3: 4,282 shares; 2025Q4: 4,240 shares; 2026Q1: 4,329 shares; 2026Q2: 3,380 shares 3,380 $625K 0.06% -949 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,209 shares; 2024Q4: 7,182 shares; 2025Q1: 5,666 shares; 2025Q2: 6,041 shares; 2025Q3: 5,960 shares; 2025Q4: 6,136 shares; 2026Q1: 5,475 shares; 2026Q2: 5,518 shares 5,518 $602K 0.06% +43 Timeline EUAD SPINNAKER ETF SERIES More: the full row for SPINNAKER ETF SERIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,807 shares; 2025Q3: 14,631 shares; 2025Q4: 14,631 shares; 2026Q1: 14,631 shares; 2026Q2: 14,251 shares 14,251 $601K 0.06% -380 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: 7,957 shares; 2024Q4: 2,788 shares; 2025Q1: 2,806 shares; 2025Q2: 2,825 shares; 2025Q3: 2,842 shares; 2025Q4: 3,213 shares; 2026Q1: 3,329 shares; 2026Q2: 3,783 shares 3,783 $598K 0.06% +454 Timeline SNPE DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,681 shares 8,681 $598K 0.06% new Timeline SCHY 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: 28,631 shares; 2024Q4: 22,146 shares; 2025Q1: 21,019 shares; 2025Q2: 21,834 shares; 2025Q3: 22,325 shares; 2025Q4: 22,436 shares; 2026Q1: 21,628 shares; 2026Q2: 18,459 shares 18,459 $586K 0.06% -3,169 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,667 shares; 2025Q1: 8,470 shares; 2025Q2: 11,780 shares; 2025Q3: 11,483 shares; 2025Q4: 17,065 shares; 2026Q1: 16,738 shares; 2026Q2: 16,662 shares 16,662 $586K 0.06% -76 Timeline QQEW 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: 3,714 shares; 2024Q4: 3,714 shares; 2025Q1: 3,714 shares; 2025Q2: 3,797 shares; 2025Q3: 4,588 shares; 2025Q4: 4,686 shares; 2026Q1: 4,686 shares; 2026Q2: 3,664 shares 3,664 $585K 0.06% -1,022 Timeline SPSB 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: 21,002 shares; 2024Q4: 20,561 shares; 2025Q1: 20,199 shares; 2025Q2: 21,897 shares; 2025Q3: 21,618 shares; 2025Q4: 21,188 shares; 2026Q1: 19,463 shares; 2026Q2: 19,390 shares 19,390 $582K 0.06% -73 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,201 shares; 2024Q4: 4,803 shares; 2025Q1: 4,556 shares; 2025Q2: 3,961 shares; 2025Q3: 3,903 shares; 2025Q4: 3,603 shares; 2026Q1: 3,558 shares; 2026Q2: 3,548 shares 3,548 $574K 0.05% -10 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,592 shares; 2025Q1: 12,230 shares; 2025Q2: 13,254 shares; 2025Q3: 13,462 shares; 2025Q4: 13,677 shares; 2026Q1: 13,885 shares; 2026Q2: 14,085 shares 14,085 $574K 0.05% +200 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,632 shares; 2024Q4: 9,975 shares; 2025Q1: 10,636 shares; 2025Q2: 12,054 shares; 2025Q3: 11,810 shares; 2025Q4: 12,875 shares; 2026Q1: 12,572 shares; 2026Q2: 11,366 shares 11,366 $566K 0.05% -1,206 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,914 shares; 2026Q1: 4,344 shares; 2026Q2: 4,262 shares 4,262 $557K 0.05% -82 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,964 shares; 2025Q4: 1,964 shares; 2026Q1: 1,964 shares; 2026Q2: 1,928 shares 1,928 $547K 0.05% -36 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,646 shares; 2024Q4: 2,635 shares; 2025Q1: 2,536 shares; 2025Q2: 2,537 shares; 2025Q3: 2,539 shares; 2025Q4: 2,449 shares; 2026Q1: 2,451 shares; 2026Q2: 2,453 shares 2,453 $547K 0.05% +2 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: 1,905 shares; 2024Q4: 1,689 shares; 2025Q1: 1,688 shares; 2025Q2: 1,655 shares; 2025Q3: 1,647 shares; 2025Q4: 1,438 shares; 2026Q1: 1,801 shares; 2026Q2: 1,802 shares 1,802 $546K 0.05% +1 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: 14,647 shares; 2024Q4: 14,090 shares; 2025Q1: 24,236 shares; 2025Q2: 4,676 shares; 2025Q3: 21,210 shares; 2025Q4: 9,913 shares; 2026Q1: 42,427 shares; 2026Q2: 10,235 shares 10,235 $544K 0.05% -32,192 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: 5,378 shares; 2026Q1: 7,453 shares; 2026Q2: 8,752 shares 8,752 $538K 0.05% +1,299 Timeline EFIV 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: 4,278 shares; 2024Q4: 6,928 shares; 2025Q1: 6,928 shares; 2025Q2: 6,811 shares; 2025Q3: 6,811 shares; 2025Q4: 6,811 shares; 2026Q1: 7,422 shares; 2026Q2: 7,334 shares 7,334 $535K 0.05% -88 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,014 shares; 2025Q1: 2,014 shares; 2025Q2: 2,014 shares; 2025Q3: 1,400 shares; 2025Q4: 1,171 shares; 2026Q1: 1,171 shares; 2026Q2: 1,369 shares 1,369 $526K 0.05% +198 Timeline VOTE TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,147 shares; 2024Q4: 6,196 shares; 2025Q1: 6,196 shares; 2025Q2: 5,969 shares; 2025Q3: 5,969 shares; 2025Q4: 5,969 shares; 2026Q1: 6,010 shares; 2026Q2: 5,899 shares 5,899 $520K 0.05% -111 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,052 shares; 2026Q1: 5,052 shares; 2026Q2: 5,052 shares 5,052 $514K 0.05% 0 Timeline VTEI VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,923 shares; 2026Q2: 5,067 shares 5,067 $512K 0.05% +144 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,000 shares 10,000 $510K 0.05% new Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,562 shares; 2024Q4: 2,448 shares; 2025Q1: 2,548 shares; 2025Q2: 2,548 shares; 2025Q3: 2,553 shares; 2025Q4: 2,549 shares; 2026Q1: 2,672 shares; 2026Q2: 2,689 shares 2,689 $510K 0.05% +17 Timeline BALI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,603 shares; 2026Q1: 14,446 shares; 2026Q2: 15,046 shares 15,046 $509K 0.05% +600 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,018 shares; 2024Q4: 3,463 shares; 2025Q1: 3,883 shares; 2025Q2: 3,572 shares; 2025Q3: 3,635 shares; 2025Q4: 3,637 shares; 2026Q1: 3,769 shares; 2026Q2: 3,821 shares 3,821 $491K 0.05% +52 Timeline IQLT 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: 7,687 shares; 2025Q3: 7,687 shares; 2025Q4: 8,322 shares; 2026Q1: 8,472 shares; 2026Q2: 9,650 shares 9,650 $478K 0.05% +1,178 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: 5,376 shares; 2024Q4: 5,289 shares; 2025Q1: 5,108 shares; 2025Q2: 5,130 shares; 2025Q3: 5,158 shares; 2025Q4: 5,255 shares; 2026Q1: 5,449 shares; 2026Q2: 5,262 shares 5,262 $478K 0.05% -187 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,132 shares; 2026Q1: 1,133 shares; 2026Q2: 1,143 shares 1,143 $475K 0.05% +10 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,543 shares; 2024Q4: 3,563 shares; 2025Q1: 3,577 shares; 2025Q2: 4,057 shares; 2025Q3: 3,601 shares; 2025Q4: 3,612 shares; 2026Q1: 3,629 shares; 2026Q2: 3,696 shares 3,696 $472K 0.04% +67 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,083 shares; 2025Q3: 2,083 shares; 2025Q4: 2,246 shares; 2026Q1: 2,246 shares; 2026Q2: 2,394 shares 2,394 $468K 0.04% +148 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,322 shares; 2024Q4: 1,322 shares; 2025Q1: not reported; 2025Q2: 1,322 shares; 2025Q3: 1,322 shares; 2025Q4: 1,322 shares; 2026Q1: 1,381 shares; 2026Q2: 1,336 shares 1,336 $468K 0.04% -45 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 185,086 shares; 2024Q4: 187,667 shares; 2025Q1: 3,649 shares; 2025Q2: 3,350 shares; 2025Q3: 3,339 shares; 2025Q4: 3,348 shares; 2026Q1: 3,345 shares; 2026Q2: 3,362 shares 3,362 $459K 0.04% +17 Timeline TAFM AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS 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: 16,935 shares 16,935 $435K 0.04% new 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: 709 shares; 2025Q1: not reported; 2025Q2: 713 shares; 2025Q3: 715 shares; 2025Q4: 868 shares; 2026Q1: 870 shares; 2026Q2: 871 shares 871 $431K 0.04% +1 Timeline SPHR SPHERE ENTERTAINMENT CO More: the full row for SPHERE ENTERTAINMENT 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: 4,286 shares; 2025Q4: 2,463 shares; 2026Q1: 2,463 shares; 2026Q2: 2,463 shares 2,463 $426K 0.04% 0 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,661 shares; 2024Q4: 7,492 shares; 2025Q1: 7,492 shares; 2025Q2: 7,002 shares; 2025Q3: 7,002 shares; 2025Q4: 7,002 shares; 2026Q1: 8,018 shares; 2026Q2: 7,764 shares 7,764 $425K 0.04% -254 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,219 shares; 2026Q2: 1,385 shares 1,385 $420K 0.04% +166 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: 7,229 shares; 2024Q4: 21,710 shares; 2025Q1: 21,539 shares; 2025Q2: 21,425 shares; 2025Q3: 21,394 shares; 2025Q4: 20,529 shares; 2026Q1: 20,568 shares; 2026Q2: 14,329 shares 14,329 $415K 0.04% -6,239 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,751 shares; 2024Q4: 17,092 shares; 2025Q1: 17,024 shares; 2025Q2: 17,024 shares; 2025Q3: 16,944 shares; 2025Q4: 16,944 shares; 2026Q1: 16,861 shares; 2026Q2: 16,861 shares 16,861 $407K 0.04% 0 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,404 shares; 2024Q4: 4,322 shares; 2025Q1: 4,322 shares; 2025Q2: 4,322 shares; 2025Q3: 4,322 shares; 2025Q4: 4,322 shares; 2026Q1: 4,322 shares; 2026Q2: 4,322 shares 4,322 $406K 0.04% 0 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,235 shares; 2025Q2: 4,235 shares; 2025Q3: 4,759 shares; 2025Q4: 4,751 shares; 2026Q1: 4,844 shares; 2026Q2: 4,915 shares 4,915 $399K 0.04% +71 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: 2,042 shares; 2024Q4: 781 shares; 2025Q1: 782 shares; 2025Q2: 783 shares; 2025Q3: 788 shares; 2025Q4: 1,183 shares; 2026Q1: 1,194 shares; 2026Q2: 1,159 shares 1,159 $398K 0.04% -35 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: 21,195 shares; 2024Q4: 3,281 shares; 2025Q1: 20,457 shares; 2025Q2: 3,281 shares; 2025Q3: 3,268 shares; 2025Q4: 6,525 shares; 2026Q1: 38,127 shares; 2026Q2: 8,713 shares 8,713 $395K 0.04% -29,414 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,042 shares; 2025Q1: 5,042 shares; 2025Q2: 5,042 shares; 2025Q3: 8,019 shares; 2025Q4: 8,003 shares; 2026Q1: 8,229 shares; 2026Q2: 7,902 shares 7,902 $392K 0.04% -327 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: not reported; 2024Q4: 1,651 shares; 2025Q1: not reported; 2025Q2: 1,651 shares; 2025Q3: 1,654 shares; 2025Q4: 1,651 shares; 2026Q1: 1,828 shares; 2026Q2: 1,846 shares 1,846 $386K 0.04% +18 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: 458 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 316 shares; 2025Q3: 322 shares; 2025Q4: 508 shares; 2026Q1: 565 shares; 2026Q2: 682 shares 682 $384K 0.04% +117 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: 1,678 shares; 2024Q4: 1,320 shares; 2025Q1: 1,322 shares; 2025Q2: 1,324 shares; 2025Q3: 1,327 shares; 2025Q4: 1,327 shares; 2026Q1: 1,395 shares; 2026Q2: 1,400 shares 1,400 $381K 0.04% +5 Timeline DFAU 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: not reported; 2025Q3: not reported; 2025Q4: 5,842 shares; 2026Q1: 7,718 shares; 2026Q2: 7,357 shares 7,357 $380K 0.04% -361 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,979 shares; 2024Q4: 6,272 shares; 2025Q1: 5,531 shares; 2025Q2: 5,545 shares; 2025Q3: 5,569 shares; 2025Q4: 5,553 shares; 2026Q1: 5,457 shares; 2026Q2: 5,468 shares 5,468 $380K 0.04% +11 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,340 shares; 2024Q4: 1,335 shares; 2025Q1: 1,335 shares; 2025Q2: 1,335 shares; 2025Q3: 1,337 shares; 2025Q4: 1,335 shares; 2026Q1: 1,335 shares; 2026Q2: 1,398 shares 1,398 $378K 0.04% +63 Timeline RRC RANGE RES CORP More: the full row for RANGE RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,248 shares; 2025Q3: 7,030 shares; 2025Q4: 9,111 shares; 2026Q1: 9,974 shares; 2026Q2: 10,164 shares 10,164 $378K 0.04% +190 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,019 shares; 2025Q4: 21,573 shares; 2026Q1: 23,090 shares; 2026Q2: 9,109 shares 9,109 $377K 0.04% -13,981 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: 1,420 shares; 2024Q4: 2,584 shares; 2025Q1: not reported; 2025Q2: 2,680 shares; 2025Q3: 2,688 shares; 2025Q4: 3,022 shares; 2026Q1: 2,451 shares; 2026Q2: 2,567 shares 2,567 $376K 0.04% +116 Timeline QGRO 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: 126,742 shares; 2024Q4: 122,669 shares; 2025Q1: 115,984 shares; 2025Q2: 117,034 shares; 2025Q3: 116,697 shares; 2025Q4: 115,140 shares; 2026Q1: 86,224 shares; 2026Q2: 3,165 shares 3,165 $374K 0.04% -83,059 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 65,546 shares; 2025Q3: 66,843 shares; 2025Q4: 66,600 shares; 2026Q1: 60,600 shares; 2026Q2: 4,908 shares 4,908 $371K 0.04% -55,692 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,402 shares; 2024Q4: 1,339 shares; 2025Q1: 1,340 shares; 2025Q2: 1,341 shares; 2025Q3: 1,344 shares; 2025Q4: 1,342 shares; 2026Q1: 1,353 shares; 2026Q2: 1,364 shares 1,364 $369K 0.04% +11 Timeline BWMN BOWMAN CONSULTING GROUP LTD More: the full row for BOWMAN CONSULTING GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,839 shares; 2024Q4: 43,839 shares; 2025Q1: 43,839 shares; 2025Q2: 43,839 shares; 2025Q3: 43,839 shares; 2025Q4: 31,134 shares; 2026Q1: 12,031 shares; 2026Q2: 12,031 shares 12,031 $351K 0.03% 0 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,503 shares; 2024Q4: 7,179 shares; 2025Q1: 7,292 shares; 2025Q2: 8,976 shares; 2025Q3: 7,499 shares; 2025Q4: 4,670 shares; 2026Q1: 4,780 shares; 2026Q2: 4,841 shares 4,841 $346K 0.03% +61 Timeline DFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,543 shares; 2024Q4: 5,488 shares; 2025Q1: 6,050 shares; 2025Q2: 6,049 shares; 2025Q3: 6,035 shares; 2025Q4: 6,022 shares; 2026Q1: 6,807 shares; 2026Q2: 6,802 shares 6,802 $343K 0.03% -5 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 871 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 314 shares; 2026Q2: 320 shares 320 $341K 0.03% +6 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,027 shares; 2024Q4: 3,768 shares; 2025Q1: 3,689 shares; 2025Q2: 3,633 shares; 2025Q3: 3,161 shares; 2025Q4: 2,779 shares; 2026Q1: 2,377 shares; 2026Q2: 2,382 shares 2,382 $339K 0.03% +5 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,519 shares; 2024Q4: 1,489 shares; 2025Q1: 489 shares; 2025Q2: 489 shares; 2025Q3: 492 shares; 2025Q4: 530 shares; 2026Q1: 553 shares; 2026Q2: 655 shares 655 $337K 0.03% +102 Timeline SPGP 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: 5,427 shares; 2024Q4: 3,120 shares; 2025Q1: 3,120 shares; 2025Q2: 2,726 shares; 2025Q3: 2,726 shares; 2025Q4: 2,726 shares; 2026Q1: 2,726 shares; 2026Q2: 2,726 shares 2,726 $333K 0.03% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,089 shares; 2024Q4: 15,920 shares; 2025Q1: 15,567 shares; 2025Q2: 15,611 shares; 2025Q3: 15,678 shares; 2025Q4: 15,704 shares; 2026Q1: 15,973 shares; 2026Q2: 15,900 shares 15,900 $329K 0.03% -73 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: 2,782 shares 2,782 $327K 0.03% new Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,397 shares 4,397 $324K 0.03% new Timeline DNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,264 shares; 2025Q1: 5,216 shares; 2025Q2: 5,215 shares; 2025Q3: 5,203 shares; 2025Q4: 6,424 shares; 2026Q1: 6,297 shares; 2026Q2: 6,292 shares 6,292 $323K 0.03% -5 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,707 shares; 2026Q2: 1,826 shares 1,826 $322K 0.03% +119 Timeline BKSY BLACKSKY TECHNOLOGY INC More: the full row for BLACKSKY TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,754 shares; 2026Q1: 18,265 shares; 2026Q2: 11,468 shares 11,468 $320K 0.03% -6,797 Timeline DAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,416 shares; 2024Q4: 6,362 shares; 2025Q1: 6,281 shares; 2025Q2: 7,038 shares; 2025Q3: 7,022 shares; 2025Q4: 7,006 shares; 2026Q1: 6,504 shares; 2026Q2: 7,793 shares 7,793 $319K 0.03% +1,289 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,268 shares 2,268 $317K 0.03% new Timeline EWS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,981 shares; 2024Q4: 9,981 shares; 2025Q1: 9,981 shares; 2025Q2: 9,981 shares; 2025Q3: 9,981 shares; 2025Q4: 9,981 shares; 2026Q1: 10,685 shares; 2026Q2: 10,685 shares 10,685 $316K 0.03% 0 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,472 shares; 2025Q2: 4,495 shares; 2025Q3: 4,525 shares; 2025Q4: 4,735 shares; 2026Q1: 4,842 shares; 2026Q2: 5,091 shares 5,091 $315K 0.03% +249 Timeline DMAR 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: 5,746 shares; 2024Q4: 5,687 shares; 2025Q1: 6,340 shares; 2025Q2: 6,338 shares; 2025Q3: 6,322 shares; 2025Q4: 6,307 shares; 2026Q1: 7,044 shares; 2026Q2: 7,039 shares 7,039 $315K 0.03% -5 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 775 shares; 2024Q4: 776 shares; 2025Q1: 778 shares; 2025Q2: 780 shares; 2025Q3: 784 shares; 2025Q4: 859 shares; 2026Q1: 898 shares; 2026Q2: 926 shares 926 $313K 0.03% +28 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: 5,144 shares; 2024Q4: 4,851 shares; 2025Q1: 4,469 shares; 2025Q2: 4,320 shares; 2025Q3: 4,335 shares; 2025Q4: 4,006 shares; 2026Q1: 4,052 shares; 2026Q2: 4,031 shares 4,031 $311K 0.03% -21 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: 19,785 shares; 2024Q4: 20,198 shares; 2025Q1: 19,288 shares; 2025Q2: 2,271 shares; 2025Q3: 2,270 shares; 2025Q4: 2,272 shares; 2026Q1: 2,273 shares; 2026Q2: 2,277 shares 2,277 $311K 0.03% +4 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,799 shares; 2024Q4: not reported; 2025Q1: 4,816 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,601 shares; 2026Q2: 7,282 shares 7,282 $308K 0.03% +2,681 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: 2,630 shares; 2024Q4: 2,630 shares; 2025Q1: 2,630 shares; 2025Q2: 2,630 shares; 2025Q3: 2,630 shares; 2025Q4: 2,630 shares; 2026Q1: 2,630 shares; 2026Q2: 2,630 shares 2,630 $308K 0.03% 0 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,758 shares; 2024Q4: 23,727 shares; 2025Q1: 21,822 shares; 2025Q2: not reported; 2025Q3: 2,930 shares; 2025Q4: 5,109 shares; 2026Q1: 3,938 shares; 2026Q2: 4,061 shares 4,061 $306K 0.03% +123 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: 539 shares; 2024Q4: 521 shares; 2025Q1: 445 shares; 2025Q2: 445 shares; 2025Q3: 445 shares; 2025Q4: 445 shares; 2026Q1: 445 shares; 2026Q2: 431 shares 431 $303K 0.03% -14 Timeline GLIN 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: 5,402 shares; 2026Q1: 6,484 shares; 2026Q2: 6,484 shares 6,484 $302K 0.03% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 662 shares; 2026Q2: 823 shares 823 $301K 0.03% +161 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,004 shares; 2024Q4: 77,797 shares; 2025Q1: 3,384 shares; 2025Q2: 3,408 shares; 2025Q3: 3,423 shares; 2025Q4: 3,479 shares; 2026Q1: 3,496 shares; 2026Q2: 3,520 shares 3,520 $301K 0.03% +24 Timeline DMAY 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: 73,016 shares; 2024Q4: 75,558 shares; 2025Q1: not reported; 2025Q2: 5,431 shares; 2025Q3: 5,415 shares; 2025Q4: 5,412 shares; 2026Q1: 5,280 shares; 2026Q2: 6,382 shares 6,382 $301K 0.03% +1,102 Timeline CVMC MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY 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: 3,807 shares; 2026Q1: 3,896 shares; 2026Q2: 3,904 shares 3,904 $297K 0.03% +8 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,748 shares; 2024Q4: 2,733 shares; 2025Q1: 2,743 shares; 2025Q2: 2,755 shares; 2025Q3: 2,767 shares; 2025Q4: 2,778 shares; 2026Q1: 2,788 shares; 2026Q2: 2,857 shares 2,857 $297K 0.03% +69 Timeline DJUN 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: 69,102 shares; 2024Q4: 71,192 shares; 2025Q1: not reported; 2025Q2: 5,085 shares; 2025Q3: 5,071 shares; 2025Q4: 5,066 shares; 2026Q1: 4,926 shares; 2026Q2: 5,974 shares 5,974 $294K 0.03% +1,048 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 408 shares 408 $294K 0.03% new Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,701 shares; 2024Q4: not reported; 2025Q1: 1,711 shares; 2025Q2: 1,717 shares; 2025Q3: 1,722 shares; 2025Q4: 1,727 shares; 2026Q1: 1,731 shares; 2026Q2: 1,735 shares 1,735 $293K 0.03% +4 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,070 shares 1,070 $291K 0.03% new Timeline DDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,031 shares; 2025Q1: not reported; 2025Q2: 4,977 shares; 2025Q3: 4,964 shares; 2025Q4: 6,271 shares; 2026Q1: 6,134 shares; 2026Q2: 6,129 shares 6,129 $290K 0.03% -5 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,650 shares; 2024Q4: 4,377 shares; 2025Q1: 4,245 shares; 2025Q2: 2,501 shares; 2025Q3: 2,462 shares; 2025Q4: 2,463 shares; 2026Q1: 2,463 shares; 2026Q2: 2,463 shares 2,463 $288K 0.03% 0 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE 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: 1,056 shares 1,056 $284K 0.03% new Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,110 shares; 2025Q1: 4,715 shares; 2025Q2: 2,406 shares; 2025Q3: 2,412 shares; 2025Q4: not reported; 2026Q1: 2,236 shares; 2026Q2: 2,434 shares 2,434 $284K 0.03% +198 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI 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: 637 shares 637 $279K 0.03% new 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: 4,966 shares; 2024Q4: 2,589 shares; 2025Q1: 3,773 shares; 2025Q2: 2,774 shares; 2025Q3: 2,781 shares; 2025Q4: 2,775 shares; 2026Q1: 2,777 shares; 2026Q2: 2,863 shares 2,863 $276K 0.03% +86 Timeline RICK RCI HOSPITALITY HLDGS INC More: the full row for RCI HOSPITALITY HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $273K 0.03% 0 Timeline SCHZ 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: 15,543 shares; 2024Q4: 12,591 shares; 2025Q1: 12,570 shares; 2025Q2: 12,348 shares; 2025Q3: 12,380 shares; 2025Q4: 11,813 shares; 2026Q1: 11,765 shares; 2026Q2: 11,799 shares 11,799 $273K 0.03% +34 Timeline DJUL 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: 5,039 shares; 2024Q4: 4,971 shares; 2025Q1: 4,922 shares; 2025Q2: 4,921 shares; 2025Q3: 5,502 shares; 2025Q4: 5,489 shares; 2026Q1: 5,345 shares; 2026Q2: 5,340 shares 5,340 $268K 0.03% -5 Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES 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: 13,162 shares; 2026Q1: 14,955 shares; 2026Q2: 14,498 shares 14,498 $267K 0.03% -457 Timeline DSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,230 shares; 2024Q4: 5,158 shares; 2025Q1: 5,107 shares; 2025Q2: 5,105 shares; 2025Q3: 5,701 shares; 2025Q4: 5,679 shares; 2026Q1: 5,542 shares; 2026Q2: 5,536 shares 5,536 $263K 0.03% -6 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP 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: 2,654 shares; 2026Q1: not reported; 2026Q2: 2,726 shares 2,726 $262K 0.02% new Timeline ICOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,312 shares; 2024Q4: 29,930 shares; 2025Q1: 29,825 shares; 2025Q2: not reported; 2025Q3: 6,180 shares; 2025Q4: 6,180 shares; 2026Q1: 6,258 shares; 2026Q2: 6,293 shares 6,293 $262K 0.02% +35 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,071 shares 6,071 $257K 0.02% new Timeline DAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,903 shares; 2025Q3: 5,518 shares; 2025Q4: 5,496 shares; 2026Q1: 5,384 shares; 2026Q2: 5,378 shares 5,378 $252K 0.02% -6 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX 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: 1,449 shares; 2025Q4: 1,507 shares; 2026Q1: 1,736 shares; 2026Q2: 1,615 shares 1,615 $249K 0.02% -121 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,180 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 674 shares; 2026Q1: 687 shares; 2026Q2: 681 shares 681 $247K 0.02% -6 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,469 shares; 2024Q4: 2,486 shares; 2025Q1: 2,502 shares; 2025Q2: 2,519 shares; 2025Q3: 2,540 shares; 2025Q4: 2,553 shares; 2026Q1: 2,503 shares; 2026Q2: 2,520 shares 2,520 $241K 0.02% +17 Timeline FLEX FLEX LTD More: the full row for FLEX LTD 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: 1,469 shares 1,469 $238K 0.02% new Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS 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: not reported; 2026Q2: 670 shares 670 $238K 0.02% 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: 1,764 shares; 2026Q2: 1,791 shares 1,791 $232K 0.02% +27 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,006 shares; 2025Q4: 20,587 shares; 2026Q1: 21,193 shares; 2026Q2: 21,193 shares 21,193 $230K 0.02% 0 Timeline FTC 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,184 shares 1,184 $229K 0.02% new Timeline VYMI 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: 12,532 shares; 2024Q4: 3,208 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,335 shares 2,335 $229K 0.02% new Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 284 shares; 2026Q2: 283 shares 283 $225K 0.02% -1 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: 45,446 shares; 2025Q2: 87,981 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,346 shares 1,346 $220K 0.02% new Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,162 shares; 2025Q2: 2,162 shares; 2025Q3: 2,163 shares; 2025Q4: 1,169 shares; 2026Q1: not reported; 2026Q2: 862 shares 862 $219K 0.02% new Timeline FBCV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,085 shares; 2026Q1: 6,285 shares; 2026Q2: 5,475 shares 5,475 $218K 0.02% -810 Timeline LMUB 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: 4,250 shares 4,250 $218K 0.02% 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,989 shares 2,989 $215K 0.02% new Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA 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: 1,866 shares 1,866 $213K 0.02% new Timeline AZO AUTOZONE INC More: the full row for AUTOZONE 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: 64 shares; 2026Q1: 65 shares; 2026Q2: 66 shares 66 $211K 0.02% +1 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,818 shares; 2026Q2: 2,837 shares 2,837 $211K 0.02% +19 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: 1,444 shares; 2024Q4: 1,417 shares; 2025Q1: 1,423 shares; 2025Q2: 1,430 shares; 2025Q3: 1,432 shares; 2025Q4: 1,441 shares; 2026Q1: 1,604 shares; 2026Q2: 1,432 shares 1,432 $210K 0.02% -172 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: 52,411 shares; 2024Q4: 31,741 shares; 2025Q1: 20,989 shares; 2025Q2: 20,989 shares; 2025Q3: 20,890 shares; 2025Q4: 21,096 shares; 2026Q1: not reported; 2026Q2: 1,940 shares 1,940 $209K 0.02% new Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,373 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,156 shares 2,156 $208K 0.02% new 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: 2,978 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,991 shares; 2025Q3: 2,995 shares; 2025Q4: 2,998 shares; 2026Q1: 3,003 shares; 2026Q2: 3,008 shares 3,008 $208K 0.02% +5 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,210 shares; 2025Q3: 5,210 shares; 2025Q4: 5,210 shares; 2026Q1: 5,395 shares; 2026Q2: 4,038 shares 4,038 $203K 0.02% -1,357 Timeline SPRX LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,484 shares 3,484 $202K 0.02% new Timeline GJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,485 shares 4,485 $202K 0.02% new Timeline SNA SNAP ON INC More: the full row for SNAP ON 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: 500 shares 500 $201K 0.02% new Timeline SLDP SOLID POWER INC More: the full row for SOLID POWER 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: 74,262 shares 74,262 $192K 0.02% new Timeline TWI TITAN INTL INC ILL More: the full row for TITAN INTL INC ILL 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: 20,051 shares; 2026Q2: 21,867 shares 21,867 $169K 0.02% +1,816 Timeline GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR 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: 22,850 shares 22,850 $129K 0.01% new Timeline DPRO DRAGANFLY INC. More: the full row for DRAGANFLY 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: 16,050 shares 16,050 $87K 0.01% new Timeline