NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 222,796 shares; 2024Q4: 222,692 shares; 2025Q1: 233,449 shares; 2025Q2: 215,246 shares; 2025Q3: 343,567 shares; 2025Q4: 334,772 shares; 2026Q1: 318,535 shares; 2026Q2: 323,551 shares 323,551 $64.7M 4.32% +5,016 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 539,201 shares; 2024Q4: 494,970 shares; 2025Q1: 533,197 shares; 2025Q2: 536,744 shares; 2025Q3: 512,373 shares; 2025Q4: 499,979 shares; 2026Q1: 500,556 shares; 2026Q2: 496,052 shares 496,052 $59M 3.94% -4,504 Timeline QUS 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: 183,052 shares; 2024Q4: 203,781 shares; 2025Q1: 217,151 shares; 2025Q2: 244,173 shares; 2025Q3: 264,000 shares; 2025Q4: 298,342 shares; 2026Q1: 317,764 shares; 2026Q2: 300,970 shares 300,970 $56.2M 3.75% -16,794 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: 13,919 shares; 2024Q4: 142,687 shares; 2025Q1: 324,725 shares; 2025Q2: 449,341 shares; 2025Q3: 710,416 shares; 2025Q4: 706,373 shares; 2026Q1: 695,729 shares; 2026Q2: 591,843 shares 591,843 $53.3M 3.56% -103,886 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,080 shares; 2024Q4: 68,712 shares; 2025Q1: 99,166 shares; 2025Q2: 111,677 shares; 2025Q3: 121,002 shares; 2025Q4: 139,155 shares; 2026Q1: 168,225 shares; 2026Q2: 175,672 shares 175,672 $51.1M 3.41% +7,447 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 758,958 shares; 2024Q4: 671,960 shares; 2025Q1: 754,869 shares; 2025Q2: 819,774 shares; 2025Q3: 801,338 shares; 2025Q4: 852,199 shares; 2026Q1: 841,900 shares; 2026Q2: 813,155 shares 813,155 $49.4M 3.3% -28,745 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: 168,817 shares; 2024Q4: 164,204 shares; 2025Q1: 166,598 shares; 2025Q2: 159,664 shares; 2025Q3: 164,241 shares; 2025Q4: 163,791 shares; 2026Q1: 167,527 shares; 2026Q2: 169,271 shares 169,271 $49M 3.27% +1,744 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: 348,096 shares; 2024Q4: 349,621 shares; 2025Q1: 338,387 shares; 2025Q2: 388,880 shares; 2025Q3: 416,847 shares; 2025Q4: 445,635 shares; 2026Q1: 519,015 shares; 2026Q2: 554,406 shares 554,406 $44.9M 3% +35,391 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: 20,207 shares; 2024Q4: 22,128 shares; 2025Q1: 25,666 shares; 2025Q2: 28,252 shares; 2025Q3: 120,869 shares; 2025Q4: 99,937 shares; 2026Q1: 96,300 shares; 2026Q2: 93,847 shares 93,847 $39.5M 2.63% -2,453 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: 19,867 shares; 2024Q4: 92,459 shares; 2025Q1: 122,294 shares; 2025Q2: 141,967 shares; 2025Q3: 146,355 shares; 2025Q4: 145,781 shares; 2026Q1: 198,336 shares; 2026Q2: 416,925 shares 416,925 $36.6M 2.45% +218,589 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,283 shares; 2024Q4: 111,366 shares; 2025Q1: 134,754 shares; 2025Q2: 148,940 shares; 2025Q3: 119,809 shares; 2025Q4: 100,538 shares; 2026Q1: 99,543 shares; 2026Q2: 91,197 shares 91,197 $23M 1.54% -8,346 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: 20,904 shares; 2024Q4: 210,961 shares; 2025Q1: 327,142 shares; 2025Q2: 315,275 shares; 2025Q3: 381,293 shares; 2025Q4: 383,524 shares; 2026Q1: 327,584 shares; 2026Q2: 334,511 shares 334,511 $22.8M 1.52% +6,927 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: 21,783 shares; 2024Q4: 23,534 shares; 2025Q1: 27,075 shares; 2025Q2: 27,517 shares; 2025Q3: 27,722 shares; 2025Q4: 29,636 shares; 2026Q1: 30,165 shares; 2026Q2: 29,542 shares 29,542 $22.1M 1.47% -623 Timeline BAI 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: 101,984 shares; 2025Q3: 216,722 shares; 2025Q4: 344,594 shares; 2026Q1: 399,006 shares; 2026Q2: 397,817 shares 397,817 $21M 1.4% -1,189 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: 64,326 shares; 2024Q4: 62,659 shares; 2025Q1: 71,469 shares; 2025Q2: 72,794 shares; 2025Q3: 73,073 shares; 2025Q4: 73,305 shares; 2026Q1: 76,859 shares; 2026Q2: 82,523 shares 82,523 $19.7M 1.31% +5,664 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: 19,208 shares; 2024Q4: 20,783 shares; 2025Q1: 21,082 shares; 2025Q2: 22,105 shares; 2025Q3: 22,886 shares; 2025Q4: 23,218 shares; 2026Q1: 25,019 shares; 2026Q2: 181,822 shares 181,822 $15.7M 1.05% +156,803 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: 16,842 shares; 2024Q4: 17,209 shares; 2025Q1: 18,037 shares; 2025Q2: 19,211 shares; 2025Q3: 19,773 shares; 2025Q4: 20,289 shares; 2026Q1: 20,253 shares; 2026Q2: 20,565 shares 20,565 $15.1M 1.01% +312 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,254 shares; 2024Q4: 24,717 shares; 2025Q1: 18,078 shares; 2025Q2: 13,672 shares; 2025Q3: 13,724 shares; 2025Q4: 13,562 shares; 2026Q1: 24,137 shares; 2026Q2: 20,032 shares 20,032 $15M 1% -4,105 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: 29,707 shares; 2024Q4: 31,204 shares; 2025Q1: 33,798 shares; 2025Q2: 35,721 shares; 2025Q3: 33,576 shares; 2025Q4: 34,178 shares; 2026Q1: 33,999 shares; 2026Q2: 37,244 shares 37,244 $13.9M 0.93% +3,245 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: 42,224 shares; 2024Q4: 41,482 shares; 2025Q1: 41,695 shares; 2025Q2: 41,326 shares; 2025Q3: 40,276 shares; 2025Q4: 38,683 shares; 2026Q1: 39,023 shares; 2026Q2: 37,236 shares 37,236 $13.8M 0.92% -1,787 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: 15,558 shares; 2024Q4: 13,754 shares; 2025Q1: 13,808 shares; 2025Q2: 14,150 shares; 2025Q3: 13,861 shares; 2025Q4: 13,749 shares; 2026Q1: 14,024 shares; 2026Q2: 113,963 shares 113,963 $13.6M 0.91% +99,939 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: 36,868 shares; 2024Q4: 39,535 shares; 2025Q1: 40,008 shares; 2025Q2: 45,648 shares; 2025Q3: 48,909 shares; 2025Q4: 49,150 shares; 2026Q1: 50,055 shares; 2026Q2: 59,265 shares 59,265 $12.9M 0.86% +9,210 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: 14,060 shares; 2024Q4: 74,924 shares; 2025Q1: 95,872 shares; 2025Q2: 106,398 shares; 2025Q3: 52,524 shares; 2025Q4: 54,342 shares; 2026Q1: 53,247 shares; 2026Q2: 52,117 shares 52,117 $11.4M 0.76% -1,130 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: 22,641 shares; 2024Q4: 23,290 shares; 2025Q1: 28,596 shares; 2025Q2: 27,804 shares; 2025Q3: 27,144 shares; 2025Q4: 27,932 shares; 2026Q1: 27,668 shares; 2026Q2: 31,770 shares 31,770 $11.4M 0.76% +4,102 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: 115,310 shares; 2024Q4: 146,289 shares; 2025Q1: 159,417 shares; 2025Q2: 175,876 shares; 2025Q3: 184,644 shares; 2025Q4: 179,657 shares; 2026Q1: 182,459 shares; 2026Q2: 181,310 shares 181,310 $11.3M 0.75% -1,149 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,899 shares; 2024Q4: 30,590 shares; 2025Q1: 32,458 shares; 2025Q2: 107,326 shares; 2025Q3: 136,849 shares; 2025Q4: 156,756 shares; 2026Q1: 166,397 shares; 2026Q2: 133,132 shares 133,132 $11M 0.74% -33,265 Timeline IALT BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 361,743 shares 361,743 $10.1M 0.68% new 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: 11,755 shares; 2024Q4: 21,408 shares; 2025Q1: 22,045 shares; 2025Q2: 20,467 shares; 2025Q3: 20,178 shares; 2025Q4: 19,168 shares; 2026Q1: 20,579 shares; 2026Q2: 20,075 shares 20,075 $10M 0.67% -504 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 30,586 shares; 2025Q1: 12,050 shares; 2025Q2: 97,845 shares; 2025Q3: 109,501 shares; 2025Q4: 138,295 shares; 2026Q1: 152,081 shares; 2026Q2: 196,110 shares 196,110 $9.66M 0.64% +44,029 Timeline NTSX WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 190,980 shares; 2024Q4: 191,781 shares; 2025Q1: 188,781 shares; 2025Q2: 130,587 shares; 2025Q3: 131,289 shares; 2025Q4: 161,290 shares; 2026Q1: 160,605 shares; 2026Q2: 161,472 shares 161,472 $9.53M 0.64% +867 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: 20,947 shares; 2024Q4: 21,473 shares; 2025Q1: 23,242 shares; 2025Q2: 23,141 shares; 2025Q3: 23,382 shares; 2025Q4: 24,193 shares; 2026Q1: 26,174 shares; 2026Q2: 26,738 shares 26,738 $9.45M 0.63% +564 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: 17,545 shares; 2024Q4: 17,777 shares; 2025Q1: 18,648 shares; 2025Q2: 22,717 shares; 2025Q3: 19,639 shares; 2025Q4: 44,959 shares; 2026Q1: 46,777 shares; 2026Q2: 47,110 shares 47,110 $8.98M 0.6% +333 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 41,695 shares; 2025Q4: 55,015 shares; 2026Q1: 152,120 shares; 2026Q2: 377,487 shares 377,487 $8.88M 0.59% +225,367 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: not reported; 2024Q4: 19,639 shares; 2025Q1: 84,796 shares; 2025Q2: 110,631 shares; 2025Q3: 122,779 shares; 2025Q4: 142,320 shares; 2026Q1: 147,271 shares; 2026Q2: 185,080 shares 185,080 $8.74M 0.58% +37,809 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,575 shares; 2024Q4: 14,607 shares; 2025Q1: 22,853 shares; 2025Q2: 25,094 shares; 2025Q3: 26,714 shares; 2025Q4: 31,341 shares; 2026Q1: 28,490 shares; 2026Q2: 25,423 shares 25,423 $8.72M 0.58% -3,067 Timeline CLIP 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: 67,554 shares; 2024Q4: 101,918 shares; 2025Q1: 89,936 shares; 2025Q2: 91,273 shares; 2025Q3: 109,202 shares; 2025Q4: 97,758 shares; 2026Q1: 89,675 shares; 2026Q2: 84,691 shares 84,691 $8.5M 0.57% -4,984 Timeline SFLR 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: 30,435 shares; 2024Q4: 83,270 shares; 2025Q1: 108,012 shares; 2025Q2: 123,088 shares; 2025Q3: 140,588 shares; 2025Q4: 173,594 shares; 2026Q1: 202,013 shares; 2026Q2: 208,597 shares 208,597 $8.05M 0.54% +6,584 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: 57,341 shares; 2024Q4: 62,675 shares; 2025Q1: 65,307 shares; 2025Q2: 80,074 shares; 2025Q3: 93,021 shares; 2025Q4: 97,972 shares; 2026Q1: 105,512 shares; 2026Q2: 112,261 shares 112,261 $8M 0.53% +6,749 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: 16,546 shares; 2024Q4: 17,975 shares; 2025Q1: 20,872 shares; 2025Q2: 20,532 shares; 2025Q3: 19,911 shares; 2025Q4: 19,530 shares; 2026Q1: 19,804 shares; 2026Q2: 20,344 shares 20,344 $7.69M 0.51% +540 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,677 shares; 2024Q4: 26,942 shares; 2025Q1: 30,067 shares; 2025Q2: 29,824 shares; 2025Q3: 28,146 shares; 2025Q4: 21,711 shares; 2026Q1: 29,233 shares; 2026Q2: 266,213 shares 266,213 $7.56M 0.5% +236,980 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,513 shares; 2024Q4: 35,005 shares; 2025Q1: 36,307 shares; 2025Q2: 40,924 shares; 2025Q3: 43,578 shares; 2025Q4: 42,217 shares; 2026Q1: 43,976 shares; 2026Q2: 48,514 shares 48,514 $7.38M 0.49% +4,538 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,275 shares; 2024Q4: 8,275 shares; 2025Q1: 8,475 shares; 2025Q2: 88,807 shares; 2025Q3: 139,883 shares; 2025Q4: 169,690 shares; 2026Q1: 182,616 shares; 2026Q2: 188,390 shares 188,390 $7.27M 0.49% +5,774 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: 27,325 shares; 2025Q1: 68,947 shares; 2025Q2: 110,014 shares; 2025Q3: 123,486 shares; 2025Q4: 155,042 shares; 2026Q1: 164,249 shares; 2026Q2: 168,346 shares 168,346 $7.13M 0.48% +4,097 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: 7,628 shares; 2024Q4: 7,673 shares; 2025Q1: 9,554 shares; 2025Q2: 10,611 shares; 2025Q3: 10,658 shares; 2025Q4: 11,209 shares; 2026Q1: 11,501 shares; 2026Q2: 11,935 shares 11,935 $6.73M 0.45% +434 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,345 shares; 2024Q4: 66,399 shares; 2025Q1: 74,946 shares; 2025Q2: 78,952 shares; 2025Q3: 100,392 shares; 2025Q4: 100,653 shares; 2026Q1: 98,164 shares; 2026Q2: 96,918 shares 96,918 $6.36M 0.42% -1,246 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,443 shares; 2024Q4: 50,988 shares; 2025Q1: 54,553 shares; 2025Q2: 52,676 shares; 2025Q3: 51,423 shares; 2025Q4: 50,140 shares; 2026Q1: 52,891 shares; 2026Q2: 54,060 shares 54,060 $6.11M 0.41% +1,169 Timeline SHLD 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: 52,098 shares; 2025Q4: 53,218 shares; 2026Q1: 80,735 shares; 2026Q2: 98,691 shares 98,691 $5.89M 0.39% +17,956 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: 9,383 shares; 2024Q4: 8,560 shares; 2025Q1: 5,679 shares; 2025Q2: 7,463 shares; 2025Q3: 8,075 shares; 2025Q4: 8,005 shares; 2026Q1: 7,725 shares; 2026Q2: 9,808 shares 9,808 $5.7M 0.38% +2,083 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: 45,494 shares; 2024Q4: 53,576 shares; 2025Q1: 53,842 shares; 2025Q2: 57,285 shares; 2025Q3: 60,806 shares; 2025Q4: 71,211 shares; 2026Q1: 84,250 shares; 2026Q2: 92,236 shares 92,236 $5.67M 0.38% +7,986 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: 36,974 shares; 2025Q1: 61,458 shares; 2025Q2: 86,113 shares; 2025Q3: 95,437 shares; 2025Q4: 114,249 shares; 2026Q1: 118,175 shares; 2026Q2: 124,737 shares 124,737 $5.55M 0.37% +6,562 Timeline IAGG 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: 65,636 shares; 2025Q3: 68,396 shares; 2025Q4: 70,424 shares; 2026Q1: 106,124 shares; 2026Q2: 109,023 shares 109,023 $5.52M 0.37% +2,899 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: 28,291 shares; 2024Q4: 36,680 shares; 2025Q1: 38,511 shares; 2025Q2: 37,649 shares; 2025Q3: 39,207 shares; 2025Q4: 39,594 shares; 2026Q1: 41,341 shares; 2026Q2: 47,089 shares 47,089 $5.49M 0.37% +5,748 Timeline JAVA 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: 13,975 shares; 2025Q2: 53,410 shares; 2025Q3: 59,700 shares; 2025Q4: 79,594 shares; 2026Q1: 82,970 shares; 2026Q2: 68,416 shares 68,416 $5.43M 0.36% -14,554 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,766 shares; 2024Q4: 41,031 shares; 2025Q1: 40,967 shares; 2025Q2: 41,305 shares; 2025Q3: 41,638 shares; 2025Q4: 42,342 shares; 2026Q1: 42,125 shares; 2026Q2: 42,335 shares 42,335 $5.41M 0.36% +210 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: 21,247 shares; 2024Q4: 24,005 shares; 2025Q1: 27,004 shares; 2025Q2: 32,095 shares; 2025Q3: 37,203 shares; 2025Q4: 33,707 shares; 2026Q1: 32,391 shares; 2026Q2: 28,750 shares 28,750 $5.32M 0.36% -3,641 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,408 shares; 2024Q4: 2,668 shares; 2025Q1: 3,239 shares; 2025Q2: 3,309 shares; 2025Q3: 4,064 shares; 2025Q4: 6,997 shares; 2026Q1: 5,592 shares; 2026Q2: 4,329 shares 4,329 $5M 0.33% -1,263 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,743 shares; 2024Q4: 49,941 shares; 2025Q1: 45,397 shares; 2025Q2: 43,288 shares; 2025Q3: 40,426 shares; 2025Q4: 36,608 shares; 2026Q1: 183,334 shares; 2026Q2: 212,348 shares 212,348 $4.84M 0.32% +29,014 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 95,211 shares 95,211 $4.8M 0.32% new 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: 6,410 shares; 2024Q4: 6,510 shares; 2025Q1: 7,327 shares; 2025Q2: 7,664 shares; 2025Q3: 8,617 shares; 2025Q4: 9,453 shares; 2026Q1: 10,308 shares; 2026Q2: 10,009 shares 10,009 $4.78M 0.32% -299 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 130,676 shares; 2025Q2: 144,876 shares; 2025Q3: 144,414 shares; 2025Q4: 159,111 shares; 2026Q1: 162,425 shares; 2026Q2: 162,594 shares 162,594 $4.77M 0.32% +169 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: 5,893 shares; 2024Q4: 6,754 shares; 2025Q1: 6,840 shares; 2025Q2: 8,905 shares; 2025Q3: 10,917 shares; 2025Q4: 10,978 shares; 2026Q1: 11,692 shares; 2026Q2: 58,255 shares 58,255 $4.69M 0.31% +46,563 Timeline SPTM 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: 130,553 shares; 2024Q4: 145,063 shares; 2025Q1: 89,221 shares; 2025Q2: 59,892 shares; 2025Q3: 56,239 shares; 2025Q4: 54,439 shares; 2026Q1: 51,155 shares; 2026Q2: 50,840 shares 50,840 $4.62M 0.31% -315 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 156,873 shares; 2024Q4: 153,698 shares; 2025Q1: 113,602 shares; 2025Q2: 119,465 shares; 2025Q3: 85,064 shares; 2025Q4: 82,229 shares; 2026Q1: 78,028 shares; 2026Q2: 79,441 shares 79,441 $4.58M 0.31% +1,413 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,329 shares; 2024Q4: 51,459 shares; 2025Q1: 49,598 shares; 2025Q2: 50,090 shares; 2025Q3: 54,103 shares; 2025Q4: 53,484 shares; 2026Q1: 52,726 shares; 2026Q2: 49,399 shares 49,399 $4.53M 0.3% -3,327 Timeline THRO 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: 143,031 shares; 2025Q3: 145,330 shares; 2025Q4: 144,265 shares; 2026Q1: 151,751 shares; 2026Q2: 104,574 shares 104,574 $4.51M 0.3% -47,177 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: 205,643 shares; 2024Q4: 215,267 shares; 2025Q1: 230,258 shares; 2025Q2: 143,220 shares; 2025Q3: 90,676 shares; 2025Q4: 74,590 shares; 2026Q1: 58,923 shares; 2026Q2: 36,709 shares 36,709 $4.49M 0.3% -22,214 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,918 shares; 2024Q4: 28,289 shares; 2025Q1: 35,455 shares; 2025Q2: 40,815 shares; 2025Q3: 43,577 shares; 2025Q4: 41,164 shares; 2026Q1: 36,509 shares; 2026Q2: 58,559 shares 58,559 $4.44M 0.3% +22,050 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,947 shares; 2024Q4: 5,007 shares; 2025Q1: 5,327 shares; 2025Q2: 47,252 shares; 2025Q3: 54,714 shares; 2025Q4: 70,386 shares; 2026Q1: 78,168 shares; 2026Q2: 82,636 shares 82,636 $4.39M 0.29% +4,468 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: 375,939 shares; 2024Q4: 390,006 shares; 2025Q1: 404,584 shares; 2025Q2: 419,418 shares; 2025Q3: 427,148 shares; 2025Q4: 417,318 shares; 2026Q1: 399,090 shares; 2026Q2: 402,734 shares 402,734 $4.38M 0.29% +3,644 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,233 shares; 2024Q4: 4,716 shares; 2025Q1: 5,216 shares; 2025Q2: 5,298 shares; 2025Q3: 5,383 shares; 2025Q4: 5,492 shares; 2026Q1: 5,820 shares; 2026Q2: 6,367 shares 6,367 $4.37M 0.29% +547 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: 32,347 shares; 2024Q4: 34,740 shares; 2025Q1: 36,781 shares; 2025Q2: 36,061 shares; 2025Q3: 36,868 shares; 2025Q4: 32,024 shares; 2026Q1: 28,515 shares; 2026Q2: 28,982 shares 28,982 $4.3M 0.29% +467 Timeline FTHI 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: 39,081 shares; 2024Q4: 75,631 shares; 2025Q1: 111,117 shares; 2025Q2: 113,774 shares; 2025Q3: 125,026 shares; 2025Q4: 159,499 shares; 2026Q1: 165,360 shares; 2026Q2: 177,809 shares 177,809 $4.24M 0.28% +12,449 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,996 shares; 2025Q3: 12,364 shares; 2025Q4: 14,659 shares; 2026Q1: 16,008 shares; 2026Q2: 15,353 shares 15,353 $4.24M 0.28% -655 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,385 shares; 2024Q4: 1,557 shares; 2025Q1: 1,811 shares; 2025Q2: 1,868 shares; 2025Q3: 1,795 shares; 2025Q4: 1,863 shares; 2026Q1: 1,901 shares; 2026Q2: 3,269 shares 3,269 $3.92M 0.26% +1,368 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 134,530 shares; 2024Q4: 132,256 shares; 2025Q1: 97,473 shares; 2025Q2: 94,616 shares; 2025Q3: 57,124 shares; 2025Q4: 56,189 shares; 2026Q1: 55,346 shares; 2026Q2: 55,762 shares 55,762 $3.77M 0.25% +416 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: 7,916 shares; 2024Q4: 6,726 shares; 2025Q1: 8,121 shares; 2025Q2: 7,421 shares; 2025Q3: 7,372 shares; 2025Q4: 7,485 shares; 2026Q1: 7,586 shares; 2026Q2: 30,085 shares 30,085 $3.74M 0.25% +22,499 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: 3,857 shares; 2024Q4: 3,779 shares; 2025Q1: 4,017 shares; 2025Q2: 4,167 shares; 2025Q3: 4,075 shares; 2025Q4: 4,316 shares; 2026Q1: 3,676 shares; 2026Q2: 3,950 shares 3,950 $3.7M 0.25% +274 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94,805 shares; 2024Q4: 49,851 shares; 2025Q1: 33,880 shares; 2025Q2: 32,275 shares; 2025Q3: 29,463 shares; 2025Q4: 29,659 shares; 2026Q1: 31,014 shares; 2026Q2: 30,936 shares 30,936 $3.69M 0.25% -78 Timeline CLM CORNERSTONE STRATEGIC INVEST More: the full row for CORNERSTONE STRATEGIC INVEST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 410,543 shares; 2024Q4: 434,677 shares; 2025Q1: 436,957 shares; 2025Q2: 451,228 shares; 2025Q3: 454,903 shares; 2025Q4: 465,564 shares; 2026Q1: 475,766 shares; 2026Q2: 484,530 shares 484,530 $3.66M 0.24% +8,764 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 32,921 shares; 2025Q1: 45,131 shares; 2025Q2: 60,248 shares; 2025Q3: 67,261 shares; 2025Q4: 85,131 shares; 2026Q1: 92,725 shares; 2026Q2: 97,307 shares 97,307 $3.65M 0.24% +4,582 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,621 shares; 2024Q4: 19,644 shares; 2025Q1: 20,322 shares; 2025Q2: 19,420 shares; 2025Q3: 21,300 shares; 2025Q4: 37,098 shares; 2026Q1: 37,907 shares; 2026Q2: 34,909 shares 34,909 $3.63M 0.24% -2,998 Timeline JGRO 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: 5,640 shares; 2024Q4: 10,280 shares; 2025Q1: 21,556 shares; 2025Q2: 24,891 shares; 2025Q3: 25,141 shares; 2025Q4: 31,259 shares; 2026Q1: 36,139 shares; 2026Q2: 36,706 shares 36,706 $3.62M 0.24% +567 Timeline CRF CORNERSTONE TOTAL RETURN FD More: the full row for CORNERSTONE TOTAL RETURN FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 378,680 shares; 2024Q4: 402,653 shares; 2025Q1: 406,140 shares; 2025Q2: 457,215 shares; 2025Q3: 461,291 shares; 2025Q4: 475,107 shares; 2026Q1: 485,846 shares; 2026Q2: 500,924 shares 500,924 $3.6M 0.24% +15,078 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: 90,368 shares; 2024Q4: 95,929 shares; 2025Q1: 96,995 shares; 2025Q2: 94,562 shares; 2025Q3: 95,120 shares; 2025Q4: 95,780 shares; 2026Q1: 98,500 shares; 2026Q2: 97,866 shares 97,866 $3.58M 0.24% -634 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 340,299 shares; 2024Q4: 192,022 shares; 2025Q1: 129,602 shares; 2025Q2: 94,850 shares; 2025Q3: 73,135 shares; 2025Q4: 67,967 shares; 2026Q1: 62,767 shares; 2026Q2: 51,501 shares 51,501 $3.53M 0.24% -11,266 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: 9,204 shares; 2024Q4: 9,285 shares; 2025Q1: 9,719 shares; 2025Q2: 10,060 shares; 2025Q3: 8,890 shares; 2025Q4: 9,388 shares; 2026Q1: 8,880 shares; 2026Q2: 10,630 shares 10,630 $3.48M 0.23% +1,750 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: 61,984 shares; 2024Q4: 58,327 shares; 2025Q1: 54,098 shares; 2025Q2: 52,480 shares; 2025Q3: 51,826 shares; 2025Q4: 49,125 shares; 2026Q1: 44,421 shares; 2026Q2: 45,021 shares 45,021 $3.47M 0.23% +600 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,708 shares; 2024Q4: 1,739 shares; 2025Q1: 2,752 shares; 2025Q2: 2,703 shares; 2025Q3: 4,817 shares; 2025Q4: 48,642 shares; 2026Q1: 50,905 shares; 2026Q2: 48,526 shares 48,526 $3.46M 0.23% -2,379 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: 24,468 shares; 2024Q4: 25,218 shares; 2025Q1: 24,161 shares; 2025Q2: 19,469 shares; 2025Q3: 19,395 shares; 2025Q4: 20,770 shares; 2026Q1: 23,569 shares; 2026Q2: 35,603 shares 35,603 $3.44M 0.23% +12,034 Timeline EMBX VANECK FDS More: the full row for VANECK 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: 108,926 shares; 2026Q1: 109,301 shares; 2026Q2: 64,525 shares 64,525 $3.31M 0.22% -44,776 Timeline CGCP 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: 48,615 shares; 2025Q2: 76,767 shares; 2025Q3: 91,989 shares; 2025Q4: 143,732 shares; 2026Q1: 154,767 shares; 2026Q2: 147,563 shares 147,563 $3.29M 0.22% -7,204 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 102,388 shares; 2024Q4: 53,287 shares; 2025Q1: 39,518 shares; 2025Q2: 36,759 shares; 2025Q3: 33,393 shares; 2025Q4: 31,860 shares; 2026Q1: 30,390 shares; 2026Q2: 29,831 shares 29,831 $3.26M 0.22% -559 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,553 shares; 2024Q4: 3,459 shares; 2025Q1: 3,836 shares; 2025Q2: 4,176 shares; 2025Q3: 3,824 shares; 2025Q4: 4,103 shares; 2026Q1: 4,390 shares; 2026Q2: 4,921 shares 4,921 $3.23M 0.22% +531 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: 11,687 shares; 2024Q4: 11,980 shares; 2025Q1: 11,314 shares; 2025Q2: 10,716 shares; 2025Q3: 10,525 shares; 2025Q4: 10,691 shares; 2026Q1: 11,508 shares; 2026Q2: 13,604 shares 13,604 $3.22M 0.21% +2,096 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: 23,613 shares; 2025Q1: 51,909 shares; 2025Q2: 82,144 shares; 2025Q3: 92,002 shares; 2025Q4: 128,563 shares; 2026Q1: 132,952 shares; 2026Q2: 117,750 shares 117,750 $3.22M 0.21% -15,202 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: 34,677 shares; 2024Q4: 41,244 shares; 2025Q1: 37,213 shares; 2025Q2: 37,048 shares; 2025Q3: 43,662 shares; 2025Q4: 44,537 shares; 2026Q1: 44,335 shares; 2026Q2: 57,558 shares 57,558 $3.09M 0.21% +13,223 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: 14,976 shares; 2024Q4: 14,127 shares; 2025Q1: 13,383 shares; 2025Q2: 13,643 shares; 2025Q3: 11,344 shares; 2025Q4: 15,657 shares; 2026Q1: 17,599 shares; 2026Q2: 19,243 shares 19,243 $3.05M 0.2% +1,644 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: 51,949 shares; 2024Q4: 45,423 shares; 2025Q1: 43,651 shares; 2025Q2: 38,498 shares; 2025Q3: 36,523 shares; 2025Q4: 36,021 shares; 2026Q1: 33,594 shares; 2026Q2: 32,439 shares 32,439 $3.05M 0.2% -1,155 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: 4,998 shares; 2024Q4: 10,224 shares; 2025Q1: 10,211 shares; 2025Q2: 9,758 shares; 2025Q3: 9,996 shares; 2025Q4: 9,597 shares; 2026Q1: 8,014 shares; 2026Q2: 8,885 shares 8,885 $3.03M 0.2% +871 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: 9,675 shares; 2024Q4: 26,971 shares; 2025Q1: 51,771 shares; 2025Q2: 61,169 shares; 2025Q3: 66,937 shares; 2025Q4: 64,140 shares; 2026Q1: 37,466 shares; 2026Q2: 39,920 shares 39,920 $3.01M 0.2% +2,454 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: 17,218 shares; 2024Q4: 16,911 shares; 2025Q1: 17,495 shares; 2025Q2: 17,564 shares; 2025Q3: 15,885 shares; 2025Q4: 17,288 shares; 2026Q1: 19,146 shares; 2026Q2: 21,320 shares 21,320 $2.98M 0.2% +2,174 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: 5,719 shares; 2024Q4: 6,312 shares; 2025Q1: 7,606 shares; 2025Q2: 7,866 shares; 2025Q3: 7,885 shares; 2025Q4: 8,344 shares; 2026Q1: 8,552 shares; 2026Q2: 8,558 shares 8,558 $2.94M 0.2% +6 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 112,101 shares; 2025Q3: 114,328 shares; 2025Q4: 112,354 shares; 2026Q1: 110,529 shares; 2026Q2: 98,547 shares 98,547 $2.93M 0.2% -11,982 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,422 shares; 2024Q4: 6,740 shares; 2025Q1: 6,718 shares; 2025Q2: 6,970 shares; 2025Q3: 6,698 shares; 2025Q4: 7,486 shares; 2026Q1: 8,108 shares; 2026Q2: 7,920 shares 7,920 $2.92M 0.19% -188 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,550 shares; 2024Q4: 3,600 shares; 2025Q1: 3,924 shares; 2025Q2: 4,346 shares; 2025Q3: 4,286 shares; 2025Q4: 4,149 shares; 2026Q1: 3,635 shares; 2026Q2: 3,795 shares 3,795 $2.9M 0.19% +160 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,640 shares; 2024Q4: 5,503 shares; 2025Q1: 78,972 shares; 2025Q2: 141,264 shares; 2025Q3: 124,349 shares; 2025Q4: 93,450 shares; 2026Q1: 101,647 shares; 2026Q2: 32,836 shares 32,836 $2.84M 0.19% -68,811 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: 48,096 shares; 2024Q4: 44,049 shares; 2025Q1: 48,048 shares; 2025Q2: 51,311 shares; 2025Q3: 53,788 shares; 2025Q4: 53,724 shares; 2026Q1: 50,855 shares; 2026Q2: 55,761 shares 55,761 $2.81M 0.19% +4,906 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: 8,314 shares; 2024Q4: 91,405 shares; 2025Q1: 158,744 shares; 2025Q2: 38,069 shares; 2025Q3: 20,725 shares; 2025Q4: 20,560 shares; 2026Q1: 25,541 shares; 2026Q2: 27,427 shares 27,427 $2.81M 0.19% +1,886 Timeline ENVX ENOVIX CORPORATION More: the full row for ENOVIX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 203,556 shares; 2024Q4: 211,604 shares; 2025Q1: 243,822 shares; 2025Q2: 366,100 shares; 2025Q3: 358,223 shares; 2025Q4: 368,419 shares; 2026Q1: 460,067 shares; 2026Q2: 462,133 shares 462,133 $2.81M 0.19% +2,066 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: not reported; 2025Q1: 13,429 shares; 2025Q2: 21,947 shares; 2025Q3: 24,640 shares; 2025Q4: 28,593 shares; 2026Q1: 29,208 shares; 2026Q2: 29,830 shares 29,830 $2.79M 0.19% +622 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: 14,521 shares; 2024Q4: 13,933 shares; 2025Q1: 12,970 shares; 2025Q2: 13,288 shares; 2025Q3: 19,958 shares; 2025Q4: 14,450 shares; 2026Q1: 16,397 shares; 2026Q2: 16,742 shares 16,742 $2.78M 0.19% +345 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,398 shares; 2024Q4: 16,068 shares; 2025Q1: 15,939 shares; 2025Q2: 15,944 shares; 2025Q3: 15,735 shares; 2025Q4: 15,825 shares; 2026Q1: 15,993 shares; 2026Q2: 16,866 shares 16,866 $2.76M 0.18% +873 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: 13,425 shares; 2024Q4: 96,532 shares; 2025Q1: 53,007 shares; 2025Q2: 67,153 shares; 2025Q3: 62,911 shares; 2025Q4: 61,361 shares; 2026Q1: 76,388 shares; 2026Q2: 67,314 shares 67,314 $2.73M 0.18% -9,074 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,536 shares; 2025Q1: 25,900 shares; 2025Q2: 44,928 shares; 2025Q3: 49,865 shares; 2025Q4: 75,945 shares; 2026Q1: 89,137 shares; 2026Q2: 82,444 shares 82,444 $2.52M 0.17% -6,693 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: 25,082 shares; 2025Q3: 30,289 shares; 2025Q4: 37,018 shares; 2026Q1: 35,757 shares; 2026Q2: 25,987 shares 25,987 $2.51M 0.17% -9,770 Timeline APRW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 67,230 shares 67,230 $2.5M 0.17% new 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: 1,053 shares; 2024Q4: 1,152 shares; 2025Q1: 1,224 shares; 2025Q2: 1,699 shares; 2025Q3: 1,719 shares; 2025Q4: 1,914 shares; 2026Q1: 2,033 shares; 2026Q2: 2,339 shares 2,339 $2.49M 0.17% +306 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: 18,250 shares; 2024Q4: 18,168 shares; 2025Q1: 18,472 shares; 2025Q2: 17,222 shares; 2025Q3: 16,515 shares; 2025Q4: 15,982 shares; 2026Q1: 17,411 shares; 2026Q2: 17,750 shares 17,750 $2.44M 0.16% +339 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 613 shares; 2024Q4: 659 shares; 2025Q1: 734 shares; 2025Q2: 655 shares; 2025Q3: 662 shares; 2025Q4: 663 shares; 2026Q1: 864 shares; 2026Q2: 7,948 shares 7,948 $2.4M 0.16% +7,084 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: 8,048 shares; 2024Q4: 8,831 shares; 2025Q1: 13,077 shares; 2025Q2: 15,903 shares; 2025Q3: 17,954 shares; 2025Q4: 19,711 shares; 2026Q1: 22,097 shares; 2026Q2: 23,403 shares 23,403 $2.36M 0.16% +1,306 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: 16,152 shares; 2025Q1: 12,139 shares; 2025Q2: 9,804 shares; 2025Q3: 10,845 shares; 2025Q4: 13,381 shares; 2026Q1: 14,330 shares; 2026Q2: 14,544 shares 14,544 $2.35M 0.16% +214 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: 15,507 shares; 2024Q4: 15,595 shares; 2025Q1: 16,084 shares; 2025Q2: 16,309 shares; 2025Q3: 16,384 shares; 2025Q4: 17,092 shares; 2026Q1: 17,901 shares; 2026Q2: 20,689 shares 20,689 $2.34M 0.16% +2,788 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,880 shares; 2025Q1: 7,178 shares; 2025Q2: 5,931 shares; 2025Q3: 4,648 shares; 2025Q4: 4,925 shares; 2026Q1: 5,190 shares; 2026Q2: 5,400 shares 5,400 $2.34M 0.16% +210 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,981 shares; 2024Q4: 5,705 shares; 2025Q1: 5,872 shares; 2025Q2: 7,433 shares; 2025Q3: 16,982 shares; 2025Q4: 22,945 shares; 2026Q1: 29,261 shares; 2026Q2: 39,921 shares 39,921 $2.3M 0.15% +10,660 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: 40,234 shares; 2024Q4: 41,799 shares; 2025Q1: 40,924 shares; 2025Q2: 40,374 shares; 2025Q3: 45,528 shares; 2025Q4: 44,342 shares; 2026Q1: 49,967 shares; 2026Q2: 45,407 shares 45,407 $2.3M 0.15% -4,560 Timeline ISCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,380 shares; 2024Q4: 4,339 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,242 shares; 2025Q4: 28,132 shares; 2026Q1: 27,895 shares; 2026Q2: 29,046 shares 29,046 $2.27M 0.15% +1,151 Timeline WINN HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,307 shares; 2025Q1: 65,319 shares; 2025Q2: 68,330 shares; 2025Q3: 73,713 shares; 2025Q4: 81,206 shares; 2026Q1: 77,600 shares; 2026Q2: 69,436 shares 69,436 $2.25M 0.15% -8,164 Timeline QQMG INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,449 shares; 2025Q3: 19,180 shares; 2025Q4: 27,486 shares; 2026Q1: 72,668 shares; 2026Q2: 43,701 shares 43,701 $2.24M 0.15% -28,967 Timeline ISCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,490 shares; 2024Q4: 19,870 shares; 2025Q1: 22,701 shares; 2025Q2: 30,280 shares; 2025Q3: 31,202 shares; 2025Q4: 32,369 shares; 2026Q1: 32,307 shares; 2026Q2: 33,999 shares 33,999 $2.23M 0.15% +1,692 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: 43,814 shares; 2024Q4: 43,755 shares; 2025Q1: 43,927 shares; 2025Q2: 44,791 shares; 2025Q3: 24,604 shares; 2025Q4: 26,250 shares; 2026Q1: 26,679 shares; 2026Q2: 26,777 shares 26,777 $2.18M 0.15% +98 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: 10,006 shares; 2024Q4: 12,111 shares; 2025Q1: 15,990 shares; 2025Q2: 18,341 shares; 2025Q3: 20,046 shares; 2025Q4: 18,775 shares; 2026Q1: 18,457 shares; 2026Q2: 19,811 shares 19,811 $2.16M 0.14% +1,354 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,255 shares; 2024Q4: 9,294 shares; 2025Q1: 9,082 shares; 2025Q2: 9,384 shares; 2025Q3: 9,766 shares; 2025Q4: 8,213 shares; 2026Q1: 8,654 shares; 2026Q2: 11,388 shares 11,388 $2.14M 0.14% +2,734 Timeline SPVM 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: 8,662 shares; 2026Q2: 28,634 shares 28,634 $2.13M 0.14% +19,972 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,172 shares; 2025Q3: 3,000 shares; 2025Q4: 3,162 shares; 2026Q1: 3,331 shares; 2026Q2: 3,310 shares 3,310 $2.11M 0.14% -21 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 793 shares; 2024Q4: 874 shares; 2025Q1: 1,035 shares; 2025Q2: 1,027 shares; 2025Q3: 855 shares; 2025Q4: 945 shares; 2026Q1: 923 shares; 2026Q2: 1,052 shares 1,052 $2.09M 0.14% +129 Timeline PBFR PGIM ROCK ETF TR More: the full row for PGIM ROCK 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: 66,632 shares 66,632 $2.04M 0.14% new Timeline FPE 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: 64,291 shares; 2024Q4: 70,156 shares; 2025Q1: 90,726 shares; 2025Q2: 95,708 shares; 2025Q3: 107,903 shares; 2025Q4: 108,842 shares; 2026Q1: 106,477 shares; 2026Q2: 113,337 shares 113,337 $2.03M 0.14% +6,860 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,149 shares; 2024Q4: 9,077 shares; 2025Q1: 8,579 shares; 2025Q2: 7,255 shares; 2025Q3: 7,197 shares; 2025Q4: 6,894 shares; 2026Q1: 6,762 shares; 2026Q2: 6,655 shares 6,655 $2.02M 0.13% -107 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,646 shares; 2024Q4: 5,007 shares; 2025Q1: 6,587 shares; 2025Q2: 6,755 shares; 2025Q3: 6,624 shares; 2025Q4: 7,316 shares; 2026Q1: 7,942 shares; 2026Q2: 8,200 shares 8,200 $1.99M 0.13% +258 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: 16,963 shares; 2024Q4: 17,586 shares; 2025Q1: 18,859 shares; 2025Q2: 19,363 shares; 2025Q3: 15,596 shares; 2025Q4: 16,218 shares; 2026Q1: 15,964 shares; 2026Q2: 16,752 shares 16,752 $1.97M 0.13% +788 Timeline HIMU 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: 22,688 shares; 2025Q2: 31,177 shares; 2025Q3: 48,932 shares; 2025Q4: 56,908 shares; 2026Q1: 39,749 shares; 2026Q2: 38,884 shares 38,884 $1.94M 0.13% -865 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: 2,181 shares; 2024Q4: 2,179 shares; 2025Q1: 2,173 shares; 2025Q2: 2,182 shares; 2025Q3: 2,128 shares; 2025Q4: 2,136 shares; 2026Q1: 1,780 shares; 2026Q2: 1,644 shares 1,644 $1.93M 0.13% -136 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: 8,656 shares; 2024Q4: 10,488 shares; 2025Q1: 19,229 shares; 2025Q2: 20,662 shares; 2025Q3: 21,523 shares; 2025Q4: 22,445 shares; 2026Q1: 30,789 shares; 2026Q2: 26,498 shares 26,498 $1.93M 0.13% -4,291 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92,904 shares; 2024Q4: 102,007 shares; 2025Q1: 100,717 shares; 2025Q2: 111,525 shares; 2025Q3: 111,482 shares; 2025Q4: 98,054 shares; 2026Q1: 105,739 shares; 2026Q2: 107,228 shares 107,228 $1.92M 0.13% +1,489 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,505 shares; 2024Q4: 10,259 shares; 2025Q1: 14,953 shares; 2025Q2: 19,304 shares; 2025Q3: 20,658 shares; 2025Q4: 20,947 shares; 2026Q1: 20,305 shares; 2026Q2: 23,768 shares 23,768 $1.9M 0.13% +3,463 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: 10,879 shares; 2024Q4: 10,932 shares; 2025Q1: 11,866 shares; 2025Q2: 12,511 shares; 2025Q3: 12,175 shares; 2025Q4: 13,071 shares; 2026Q1: 13,044 shares; 2026Q2: 13,663 shares 13,663 $1.87M 0.12% +619 Timeline BCAT BLACKROCK CAP ALLOCATION TER More: the full row for BLACKROCK CAP ALLOCATION TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 36,429 shares; 2025Q1: 47,493 shares; 2025Q2: 53,656 shares; 2025Q3: 54,867 shares; 2025Q4: 67,224 shares; 2026Q1: 94,644 shares; 2026Q2: 114,613 shares 114,613 $1.83M 0.12% +19,969 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,410 shares; 2024Q4: 1,590 shares; 2025Q1: 1,434 shares; 2025Q2: 1,476 shares; 2025Q3: 1,324 shares; 2025Q4: 1,429 shares; 2026Q1: 1,581 shares; 2026Q2: 2,472 shares 2,472 $1.79M 0.12% +891 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: 6,081 shares; 2024Q4: 6,143 shares; 2025Q1: 7,091 shares; 2025Q2: 7,178 shares; 2025Q3: 7,126 shares; 2025Q4: 7,957 shares; 2026Q1: 7,930 shares; 2026Q2: 7,816 shares 7,816 $1.77M 0.12% -114 Timeline CGHM 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: 8,466 shares; 2025Q2: 42,836 shares; 2025Q3: 45,727 shares; 2025Q4: 53,977 shares; 2026Q1: 59,440 shares; 2026Q2: 68,175 shares 68,175 $1.76M 0.12% +8,735 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: 23,755 shares; 2026Q2: 41,962 shares 41,962 $1.76M 0.12% +18,207 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: 4,130 shares; 2024Q4: 4,431 shares; 2025Q1: 4,622 shares; 2025Q2: 4,671 shares; 2025Q3: 4,860 shares; 2025Q4: 5,032 shares; 2026Q1: 5,094 shares; 2026Q2: 4,663 shares 4,663 $1.74M 0.12% -431 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: 5,331 shares; 2024Q4: 5,729 shares; 2025Q1: 5,876 shares; 2025Q2: 5,929 shares; 2025Q3: 5,950 shares; 2025Q4: 5,294 shares; 2026Q1: 7,608 shares; 2026Q2: 8,167 shares 8,167 $1.74M 0.12% +559 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: 14,029 shares; 2024Q4: 14,976 shares; 2025Q1: 15,627 shares; 2025Q2: 16,949 shares; 2025Q3: 16,127 shares; 2025Q4: 33,300 shares; 2026Q1: 31,772 shares; 2026Q2: 32,419 shares 32,419 $1.72M 0.11% +647 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: 26,663 shares; 2024Q4: 29,488 shares; 2025Q1: 28,796 shares; 2025Q2: 29,249 shares; 2025Q3: 29,107 shares; 2025Q4: 34,808 shares; 2026Q1: 32,967 shares; 2026Q2: 32,784 shares 32,784 $1.67M 0.11% -183 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,464 shares; 2024Q4: 5,382 shares; 2025Q1: 5,367 shares; 2025Q2: 6,026 shares; 2025Q3: 5,649 shares; 2025Q4: 5,945 shares; 2026Q1: 5,927 shares; 2026Q2: 6,519 shares 6,519 $1.66M 0.11% +592 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,767 shares; 2024Q4: 12,786 shares; 2025Q1: 12,704 shares; 2025Q2: 12,473 shares; 2025Q3: 11,998 shares; 2025Q4: 11,726 shares; 2026Q1: 11,728 shares; 2026Q2: 11,204 shares 11,204 $1.64M 0.11% -524 Timeline PTLC 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: 34,814 shares; 2024Q4: 37,245 shares; 2025Q1: 40,096 shares; 2025Q2: 35,790 shares; 2025Q3: 35,420 shares; 2025Q4: 34,481 shares; 2026Q1: 32,614 shares; 2026Q2: 27,975 shares 27,975 $1.63M 0.11% -4,639 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,752 shares; 2024Q4: 4,912 shares; 2025Q1: 7,330 shares; 2025Q2: 6,071 shares; 2025Q3: 6,021 shares; 2025Q4: 12,242 shares; 2026Q1: 11,791 shares; 2026Q2: 13,832 shares 13,832 $1.62M 0.11% +2,041 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: 5,922 shares; 2024Q4: 6,161 shares; 2025Q1: 9,150 shares; 2025Q2: 9,382 shares; 2025Q3: 9,627 shares; 2025Q4: 9,529 shares; 2026Q1: 10,020 shares; 2026Q2: 10,982 shares 10,982 $1.61M 0.11% +962 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,628 shares; 2025Q3: 1,505 shares; 2025Q4: 1,542 shares; 2026Q1: 1,560 shares; 2026Q2: 1,655 shares 1,655 $1.6M 0.11% +95 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: 4,806 shares; 2024Q4: 5,056 shares; 2025Q1: 5,272 shares; 2025Q2: 5,568 shares; 2025Q3: 5,214 shares; 2025Q4: 5,366 shares; 2026Q1: 5,420 shares; 2026Q2: 5,673 shares 5,673 $1.6M 0.11% +253 Timeline JANW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40,779 shares; 2026Q2: 40,779 shares 40,779 $1.58M 0.11% 0 Timeline QFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,000 shares; 2025Q1: 23,600 shares; 2025Q2: 23,605 shares; 2025Q3: 27,905 shares; 2025Q4: 35,725 shares; 2026Q1: 38,650 shares; 2026Q2: 43,000 shares 43,000 $1.57M 0.1% +4,350 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: 17,490 shares; 2024Q4: 19,308 shares; 2025Q1: 27,798 shares; 2025Q2: 28,670 shares; 2025Q3: 29,099 shares; 2025Q4: 30,402 shares; 2026Q1: 35,823 shares; 2026Q2: 28,674 shares 28,674 $1.57M 0.1% -7,149 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: 12,450 shares; 2024Q4: 15,276 shares; 2025Q1: 17,359 shares; 2025Q2: 22,430 shares; 2025Q3: 24,100 shares; 2025Q4: 17,685 shares; 2026Q1: 14,330 shares; 2026Q2: 14,609 shares 14,609 $1.57M 0.1% +279 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: 3,352 shares; 2024Q4: 3,882 shares; 2025Q1: 4,024 shares; 2025Q2: 4,140 shares; 2025Q3: 4,201 shares; 2025Q4: 4,328 shares; 2026Q1: 4,264 shares; 2026Q2: 6,161 shares 6,161 $1.55M 0.1% +1,897 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,139 shares; 2024Q4: 9,747 shares; 2025Q1: 10,082 shares; 2025Q2: 10,230 shares; 2025Q3: 10,492 shares; 2025Q4: 10,363 shares; 2026Q1: 10,574 shares; 2026Q2: 11,350 shares 11,350 $1.54M 0.1% +776 Timeline BND 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: 15,601 shares; 2024Q4: 16,765 shares; 2025Q1: 17,079 shares; 2025Q2: 16,451 shares; 2025Q3: 17,831 shares; 2025Q4: 17,707 shares; 2026Q1: 18,940 shares; 2026Q2: 20,722 shares 20,722 $1.52M 0.1% +1,782 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,739 shares; 2025Q4: 8,550 shares; 2026Q1: 10,525 shares; 2026Q2: 13,111 shares 13,111 $1.52M 0.1% +2,586 Timeline EUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,551 shares; 2024Q4: 15,929 shares; 2025Q1: 38,211 shares; 2025Q2: 38,233 shares; 2025Q3: 38,567 shares; 2025Q4: 40,183 shares; 2026Q1: 40,887 shares; 2026Q2: 34,335 shares 34,335 $1.49M 0.1% -6,552 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,285 shares; 2024Q4: 23,887 shares; 2025Q1: 25,552 shares; 2025Q2: 26,275 shares; 2025Q3: 25,401 shares; 2025Q4: 25,995 shares; 2026Q1: 25,253 shares; 2026Q2: 26,071 shares 26,071 $1.49M 0.1% +818 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: 23,298 shares; 2024Q4: 28,890 shares; 2025Q1: 30,970 shares; 2025Q2: 26,838 shares; 2025Q3: 25,624 shares; 2025Q4: 26,177 shares; 2026Q1: 25,532 shares; 2026Q2: 29,625 shares 29,625 $1.47M 0.1% +4,093 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,299 shares; 2024Q4: 6,448 shares; 2025Q1: 6,933 shares; 2025Q2: 7,468 shares; 2025Q3: 7,236 shares; 2025Q4: 6,584 shares; 2026Q1: 4,938 shares; 2026Q2: 4,887 shares 4,887 $1.47M 0.1% -51 Timeline SNDK SANDISK CORP More: the full row for SANDISK 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: 704 shares; 2026Q2: 642 shares 642 $1.46M 0.1% -62 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,923 shares; 2025Q1: 15,803 shares; 2025Q2: 21,217 shares; 2025Q3: 23,740 shares; 2025Q4: 23,267 shares; 2026Q1: 16,772 shares; 2026Q2: 18,118 shares 18,118 $1.44M 0.1% +1,346 Timeline CGSD 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: 25,290 shares; 2025Q2: 28,570 shares; 2025Q3: 33,964 shares; 2025Q4: 53,644 shares; 2026Q1: 57,599 shares; 2026Q2: 55,443 shares 55,443 $1.43M 0.1% -2,156 Timeline OTF BLUE OWL TECHNOLOGY FIN CORP More: the full row for BLUE OWL TECHNOLOGY FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,890 shares; 2025Q4: 56,288 shares; 2026Q1: 104,980 shares; 2026Q2: 136,056 shares 136,056 $1.41M 0.09% +31,076 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: 8,223 shares; 2024Q4: 9,241 shares; 2025Q1: 9,721 shares; 2025Q2: 9,522 shares; 2025Q3: 9,947 shares; 2025Q4: 10,617 shares; 2026Q1: 11,751 shares; 2026Q2: 13,860 shares 13,860 $1.37M 0.09% +2,109 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: 13,557 shares; 2024Q4: 13,568 shares; 2025Q1: 13,954 shares; 2025Q2: 14,004 shares; 2025Q3: 13,861 shares; 2025Q4: 14,072 shares; 2026Q1: 13,838 shares; 2026Q2: 14,196 shares 14,196 $1.37M 0.09% +358 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,376 shares; 2024Q4: 11,715 shares; 2025Q1: 13,893 shares; 2025Q2: 13,108 shares; 2025Q3: 13,044 shares; 2025Q4: 12,916 shares; 2026Q1: 11,611 shares; 2026Q2: 11,987 shares 11,987 $1.37M 0.09% +376 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,324 shares; 2026Q1: 5,401 shares; 2026Q2: 5,460 shares 5,460 $1.36M 0.09% +59 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,244 shares; 2024Q4: 2,239 shares; 2025Q1: 2,314 shares; 2025Q2: 2,388 shares; 2025Q3: 2,400 shares; 2025Q4: 2,410 shares; 2026Q1: 2,472 shares; 2026Q2: 2,634 shares 2,634 $1.35M 0.09% +162 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,331 shares; 2024Q4: 17,658 shares; 2025Q1: 16,432 shares; 2025Q2: 15,273 shares; 2025Q3: 14,760 shares; 2025Q4: 10,229 shares; 2026Q1: 10,309 shares; 2026Q2: 12,128 shares 12,128 $1.34M 0.09% +1,819 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: 16,224 shares; 2024Q4: 15,865 shares; 2025Q1: 18,073 shares; 2025Q2: 17,990 shares; 2025Q3: 14,934 shares; 2025Q4: 14,391 shares; 2026Q1: 13,782 shares; 2026Q2: 13,898 shares 13,898 $1.34M 0.09% +116 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: 9,058 shares; 2024Q4: 9,271 shares; 2025Q1: 9,608 shares; 2025Q2: 10,083 shares; 2025Q3: 10,743 shares; 2025Q4: 9,344 shares; 2026Q1: 11,038 shares; 2026Q2: 12,108 shares 12,108 $1.33M 0.09% +1,070 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,352 shares; 2024Q4: 62,705 shares; 2025Q1: 56,548 shares; 2025Q2: 46,426 shares; 2025Q3: 43,816 shares; 2025Q4: 39,339 shares; 2026Q1: 29,939 shares; 2026Q2: 27,267 shares 27,267 $1.31M 0.09% -2,672 Timeline CGCB 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: 25,765 shares; 2025Q1: 18,553 shares; 2025Q2: 20,855 shares; 2025Q3: 22,812 shares; 2025Q4: 35,257 shares; 2026Q1: 41,642 shares; 2026Q2: 49,717 shares 49,717 $1.3M 0.09% +8,075 Timeline PAVE 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: 94,679 shares; 2024Q4: 102,955 shares; 2025Q1: 53,745 shares; 2025Q2: 38,829 shares; 2025Q3: 33,401 shares; 2025Q4: 29,573 shares; 2026Q1: 26,832 shares; 2026Q2: 21,965 shares 21,965 $1.29M 0.09% -4,867 Timeline GSUS GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,121 shares; 2024Q4: 13,515 shares; 2025Q1: 14,290 shares; 2025Q2: 14,643 shares; 2025Q3: 13,871 shares; 2025Q4: 14,168 shares; 2026Q1: 13,077 shares; 2026Q2: 12,530 shares 12,530 $1.29M 0.09% -547 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,907 shares 4,907 $1.25M 0.08% new Timeline NUDM 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: not reported; 2025Q4: 7,135 shares; 2026Q1: 24,052 shares; 2026Q2: 30,886 shares 30,886 $1.24M 0.08% +6,834 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,557 shares; 2024Q4: 3,641 shares; 2025Q1: 3,739 shares; 2025Q2: 3,851 shares; 2025Q3: 3,458 shares; 2025Q4: 3,460 shares; 2026Q1: 3,213 shares; 2026Q2: 3,478 shares 3,478 $1.23M 0.08% +265 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: 1,666 shares; 2026Q2: 4,018 shares 4,018 $1.22M 0.08% +2,352 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,725 shares; 2026Q1: 12,538 shares; 2026Q2: 13,365 shares 13,365 $1.21M 0.08% +827 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,353 shares; 2024Q4: 7,814 shares; 2025Q1: 7,217 shares; 2025Q2: 6,677 shares; 2025Q3: 6,684 shares; 2025Q4: 6,886 shares; 2026Q1: 19,466 shares; 2026Q2: 17,651 shares 17,651 $1.21M 0.08% -1,815 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,647 shares; 2024Q4: 4,129 shares; 2025Q1: 5,863 shares; 2025Q2: 6,127 shares; 2025Q3: 5,716 shares; 2025Q4: 5,622 shares; 2026Q1: 5,726 shares; 2026Q2: 7,702 shares 7,702 $1.21M 0.08% +1,976 Timeline BIZD 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: 64,488 shares; 2024Q4: 64,594 shares; 2025Q1: 77,736 shares; 2025Q2: 74,420 shares; 2025Q3: 93,058 shares; 2025Q4: 82,665 shares; 2026Q1: 85,449 shares; 2026Q2: 93,269 shares 93,269 $1.18M 0.08% +7,820 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,364 shares; 2024Q4: 5,728 shares; 2025Q1: 14,195 shares; 2025Q2: 13,514 shares; 2025Q3: 13,746 shares; 2025Q4: 12,418 shares; 2026Q1: 11,711 shares; 2026Q2: 11,356 shares 11,356 $1.18M 0.08% -355 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,202 shares; 2024Q4: 2,287 shares; 2025Q1: 3,357 shares; 2025Q2: 3,460 shares; 2025Q3: 3,267 shares; 2025Q4: 3,046 shares; 2026Q1: 2,807 shares; 2026Q2: 2,883 shares 2,883 $1.14M 0.08% +76 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,792 shares; 2024Q4: 2,729 shares; 2025Q1: 2,759 shares; 2025Q2: 2,625 shares; 2025Q3: 4,550 shares; 2025Q4: 4,180 shares; 2026Q1: 2,526 shares; 2026Q2: 2,710 shares 2,710 $1.13M 0.08% +184 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,035 shares; 2024Q4: 28,732 shares; 2025Q1: 29,802 shares; 2025Q2: 24,880 shares; 2025Q3: 19,319 shares; 2025Q4: 18,265 shares; 2026Q1: 18,667 shares; 2026Q2: 24,384 shares 24,384 $1.13M 0.08% +5,717 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: 2,690 shares; 2024Q4: 2,733 shares; 2025Q1: 2,866 shares; 2025Q2: 2,978 shares; 2025Q3: 3,091 shares; 2025Q4: 3,290 shares; 2026Q1: 3,137 shares; 2026Q2: 3,096 shares 3,096 $1.12M 0.07% -41 Timeline DFAC 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: 28,218 shares; 2024Q4: 28,095 shares; 2025Q1: 28,067 shares; 2025Q2: 28,067 shares; 2025Q3: 27,971 shares; 2025Q4: 27,949 shares; 2026Q1: 24,896 shares; 2026Q2: 25,052 shares 25,052 $1.11M 0.07% +156 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: 1,061 shares; 2024Q4: 1,734 shares; 2025Q1: 3,006 shares; 2025Q2: 3,130 shares; 2025Q3: 2,925 shares; 2025Q4: 3,107 shares; 2026Q1: 3,111 shares; 2026Q2: 3,622 shares 3,622 $1.08M 0.07% +511 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: 22,294 shares; 2024Q4: 23,488 shares; 2025Q1: 22,706 shares; 2025Q2: 24,500 shares; 2025Q3: 25,437 shares; 2025Q4: 25,009 shares; 2026Q1: 26,443 shares; 2026Q2: 25,478 shares 25,478 $1.08M 0.07% -965 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,353 shares; 2024Q4: 41,114 shares; 2025Q1: 33,735 shares; 2025Q2: 70,163 shares; 2025Q3: 85,399 shares; 2025Q4: 85,534 shares; 2026Q1: 58,487 shares; 2026Q2: 20,086 shares 20,086 $1.07M 0.07% -38,401 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 643 shares; 2025Q2: 863 shares; 2025Q3: 1,114 shares; 2025Q4: 973 shares; 2026Q1: 1,027 shares; 2026Q2: 1,050 shares 1,050 $1.06M 0.07% +23 Timeline CALI BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,554 shares; 2026Q1: 19,575 shares; 2026Q2: 20,929 shares 20,929 $1.06M 0.07% +1,354 Timeline ICSH 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: 6,000 shares; 2025Q2: 5,468 shares; 2025Q3: 16,243 shares; 2025Q4: 17,974 shares; 2026Q1: 18,307 shares; 2026Q2: 20,580 shares 20,580 $1.04M 0.07% +2,273 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,154 shares; 2026Q1: 4,438 shares; 2026Q2: 6,574 shares 6,574 $1.04M 0.07% +2,136 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,069 shares; 2024Q4: 2,059 shares; 2025Q1: 2,421 shares; 2025Q2: 2,587 shares; 2025Q3: 2,536 shares; 2025Q4: 2,498 shares; 2026Q1: 2,496 shares; 2026Q2: 2,580 shares 2,580 $1.03M 0.07% +84 Timeline ILCG 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: 8,642 shares 8,642 $1.01M 0.07% new Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,917 shares 5,917 $1.01M 0.07% 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: 3,910 shares; 2024Q4: 3,908 shares; 2025Q1: 4,196 shares; 2025Q2: 4,486 shares; 2025Q3: 4,459 shares; 2025Q4: 4,470 shares; 2026Q1: 4,746 shares; 2026Q2: 5,327 shares 5,327 $1.01M 0.07% +581 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,192 shares; 2024Q4: 9,368 shares; 2025Q1: 10,025 shares; 2025Q2: 11,071 shares; 2025Q3: 10,241 shares; 2025Q4: 11,857 shares; 2026Q1: 11,630 shares; 2026Q2: 12,073 shares 12,073 $998K 0.07% +443 Timeline SYSB 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: 13,212 shares; 2026Q1: 14,360 shares; 2026Q2: 10,996 shares 10,996 $976K 0.07% -3,364 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE 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: 869 shares; 2025Q4: 1,068 shares; 2026Q1: 1,356 shares; 2026Q2: 1,160 shares 1,160 $974K 0.06% -196 Timeline STPZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,189 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,199 shares 18,199 $971K 0.06% new Timeline ILCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,002 shares; 2024Q4: 3,781 shares; 2025Q1: 5,249 shares; 2025Q2: 6,395 shares; 2025Q3: 6,234 shares; 2025Q4: 6,081 shares; 2026Q1: 7,263 shares; 2026Q2: 9,432 shares 9,432 $955K 0.06% +2,169 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,158 shares; 2024Q4: 3,149 shares; 2025Q1: 3,154 shares; 2025Q2: 3,589 shares; 2025Q3: 3,589 shares; 2025Q4: 3,604 shares; 2026Q1: 3,607 shares; 2026Q2: 3,607 shares 3,607 $955K 0.06% 0 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: 2,491 shares; 2024Q4: 2,403 shares; 2025Q1: 4,454 shares; 2025Q2: 4,301 shares; 2025Q3: 4,200 shares; 2025Q4: 4,284 shares; 2026Q1: 4,304 shares; 2026Q2: 4,383 shares 4,383 $948K 0.06% +79 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,155 shares; 2026Q2: 16,727 shares 16,727 $945K 0.06% +9,572 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,371 shares; 2024Q4: 25,516 shares; 2025Q1: 25,635 shares; 2025Q2: 24,526 shares; 2025Q3: 23,852 shares; 2025Q4: 21,606 shares; 2026Q1: 24,293 shares; 2026Q2: 23,822 shares 23,822 $940K 0.06% -471 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,913 shares; 2024Q4: 31,161 shares; 2025Q1: 29,274 shares; 2025Q2: 29,566 shares; 2025Q3: 28,386 shares; 2025Q4: 26,335 shares; 2026Q1: 26,029 shares; 2026Q2: 20,544 shares 20,544 $939K 0.06% -5,485 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: 3,591 shares; 2024Q4: 3,391 shares; 2025Q1: 3,279 shares; 2025Q2: 2,982 shares; 2025Q3: 2,859 shares; 2025Q4: 2,353 shares; 2026Q1: 2,340 shares; 2026Q2: 2,526 shares 2,526 $924K 0.06% +186 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,594 shares; 2024Q4: 5,898 shares; 2025Q1: 5,486 shares; 2025Q2: 5,500 shares; 2025Q3: 5,501 shares; 2025Q4: 5,781 shares; 2026Q1: 6,344 shares; 2026Q2: 6,282 shares 6,282 $916K 0.06% -62 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,755 shares; 2024Q4: 13,782 shares; 2025Q1: 14,920 shares; 2025Q2: 14,989 shares; 2025Q3: 14,366 shares; 2025Q4: 12,320 shares; 2026Q1: 12,411 shares; 2026Q2: 12,211 shares 12,211 $915K 0.06% -200 Timeline URA 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: 8,810 shares; 2024Q4: 10,304 shares; 2025Q1: 11,896 shares; 2025Q2: 17,248 shares; 2025Q3: 17,330 shares; 2025Q4: 19,160 shares; 2026Q1: 19,900 shares; 2026Q2: 20,503 shares 20,503 $896K 0.06% +603 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: 23,877 shares; 2024Q4: 23,160 shares; 2025Q1: 18,199 shares; 2025Q2: 11,864 shares; 2025Q3: 8,872 shares; 2025Q4: 7,001 shares; 2026Q1: 6,509 shares; 2026Q2: 6,196 shares 6,196 $894K 0.06% -313 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,781 shares; 2024Q4: 11,041 shares; 2025Q1: 17,983 shares; 2025Q2: 17,511 shares; 2025Q3: 17,630 shares; 2025Q4: 16,201 shares; 2026Q1: 16,871 shares; 2026Q2: 12,819 shares 12,819 $890K 0.06% -4,052 Timeline JCAL 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: 17,663 shares 17,663 $889K 0.06% new Timeline JHML JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,054 shares; 2024Q4: 14,885 shares; 2025Q1: 14,457 shares; 2025Q2: 13,335 shares; 2025Q3: 11,660 shares; 2025Q4: 10,740 shares; 2026Q1: 10,253 shares; 2026Q2: 9,925 shares 9,925 $885K 0.06% -328 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,339 shares; 2024Q4: 11,647 shares; 2025Q1: 11,750 shares; 2025Q2: 10,654 shares; 2025Q3: 10,058 shares; 2025Q4: 9,455 shares; 2026Q1: 8,891 shares; 2026Q2: 9,213 shares 9,213 $871K 0.06% +322 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 725 shares; 2024Q4: 800 shares; 2025Q1: 1,191 shares; 2025Q2: 1,463 shares; 2025Q3: 1,597 shares; 2025Q4: 1,621 shares; 2026Q1: 1,593 shares; 2026Q2: 1,720 shares 1,720 $863K 0.06% +127 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,108 shares; 2024Q4: 3,031 shares; 2025Q1: 2,969 shares; 2025Q2: 2,911 shares; 2025Q3: 2,875 shares; 2025Q4: 2,913 shares; 2026Q1: 2,974 shares; 2026Q2: 3,004 shares 3,004 $845K 0.06% +30 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: 1,483 shares; 2024Q4: 1,979 shares; 2025Q1: 2,078 shares; 2025Q2: 2,159 shares; 2025Q3: 2,130 shares; 2025Q4: 2,217 shares; 2026Q1: 2,456 shares; 2026Q2: 2,484 shares 2,484 $841K 0.06% +28 Timeline SIL 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: 5,208 shares; 2026Q1: 5,585 shares; 2026Q2: 10,694 shares 10,694 $828K 0.06% +5,109 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: 8,877 shares; 2025Q3: 8,577 shares; 2025Q4: 7,322 shares; 2026Q1: 6,953 shares; 2026Q2: 8,134 shares 8,134 $827K 0.06% +1,181 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 750 shares; 2024Q4: 760 shares; 2025Q1: 1,989 shares; 2025Q2: 2,054 shares; 2025Q3: 2,036 shares; 2025Q4: 1,997 shares; 2026Q1: 1,949 shares; 2026Q2: 2,002 shares 2,002 $820K 0.05% +53 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,551 shares; 2024Q4: 3,553 shares; 2025Q1: 3,608 shares; 2025Q2: 3,552 shares; 2025Q3: 3,314 shares; 2025Q4: 3,315 shares; 2026Q1: 3,316 shares; 2026Q2: 14,597 shares 14,597 $820K 0.05% +11,281 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,646 shares; 2024Q4: 25,931 shares; 2025Q1: 19,470 shares; 2025Q2: 18,317 shares; 2025Q3: 17,526 shares; 2025Q4: 16,782 shares; 2026Q1: 17,674 shares; 2026Q2: 15,819 shares 15,819 $819K 0.05% -1,855 Timeline ALLW SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,776 shares; 2025Q4: 9,776 shares; 2026Q1: 26,721 shares; 2026Q2: 27,721 shares 27,721 $811K 0.05% +1,000 Timeline TXUE THORNBURG ETF TR More: the full row for THORNBURG ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 23,395 shares 23,395 $808K 0.05% new Timeline PRF 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: 15,199 shares; 2024Q4: 15,199 shares; 2025Q1: 15,199 shares; 2025Q2: 15,199 shares; 2025Q3: 15,199 shares; 2025Q4: 15,199 shares; 2026Q1: 15,199 shares; 2026Q2: 14,716 shares 14,716 $795K 0.05% -483 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; 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: 24,465 shares; 2026Q2: 42,075 shares 42,075 $794K 0.05% +17,610 Timeline MITK MITEK SYS INC More: the full row for MITEK SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,045 shares; 2024Q4: 43,170 shares; 2025Q1: 42,370 shares; 2025Q2: 42,970 shares; 2025Q3: 39,220 shares; 2025Q4: 39,220 shares; 2026Q1: 39,320 shares; 2026Q2: 39,320 shares 39,320 $792K 0.05% 0 Timeline CANC 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: 7,382 shares; 2026Q2: 19,182 shares 19,182 $791K 0.05% +11,800 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,510 shares; 2024Q4: 4,652 shares; 2025Q1: 4,859 shares; 2025Q2: 5,003 shares; 2025Q3: 5,029 shares; 2025Q4: 5,073 shares; 2026Q1: 5,115 shares; 2026Q2: 5,200 shares 5,200 $788K 0.05% +85 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,381 shares; 2024Q4: 6,453 shares; 2025Q1: 8,525 shares; 2025Q2: 7,940 shares; 2025Q3: 7,696 shares; 2025Q4: 8,092 shares; 2026Q1: 7,887 shares; 2026Q2: 7,684 shares 7,684 $785K 0.05% -203 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,688 shares; 2026Q1: 16,639 shares; 2026Q2: 16,830 shares 16,830 $785K 0.05% +191 Timeline EPRT ESSENTIAL PPTYS RLTY TR INC More: the full row for ESSENTIAL PPTYS RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,993 shares; 2024Q4: 28,993 shares; 2025Q1: 28,665 shares; 2025Q2: 27,494 shares; 2025Q3: 27,516 shares; 2025Q4: 27,391 shares; 2026Q1: 25,984 shares; 2026Q2: 26,067 shares 26,067 $778K 0.05% +83 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,580 shares; 2024Q4: 3,689 shares; 2025Q1: 4,165 shares; 2025Q2: 4,190 shares; 2025Q3: 4,152 shares; 2025Q4: 4,267 shares; 2026Q1: 4,192 shares; 2026Q2: 4,186 shares 4,186 $773K 0.05% -6 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 59,340 shares; 2025Q2: 60,330 shares; 2025Q3: 62,830 shares; 2025Q4: 12,446 shares; 2026Q1: 13,771 shares; 2026Q2: 15,251 shares 15,251 $773K 0.05% +1,480 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,119 shares; 2025Q1: 15,306 shares; 2025Q2: 19,811 shares; 2025Q3: 23,370 shares; 2025Q4: 22,707 shares; 2026Q1: 26,264 shares; 2026Q2: 23,161 shares 23,161 $771K 0.05% -3,103 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: 4,699 shares; 2024Q4: 5,476 shares; 2025Q1: 5,444 shares; 2025Q2: 5,390 shares; 2025Q3: 5,349 shares; 2025Q4: 4,967 shares; 2026Q1: 4,822 shares; 2026Q2: 5,301 shares 5,301 $755K 0.05% +479 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $749K 0.05% 0 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,893 shares; 2024Q4: 5,068 shares; 2025Q1: 4,945 shares; 2025Q2: 5,131 shares; 2025Q3: 5,543 shares; 2025Q4: 5,628 shares; 2026Q1: 5,592 shares; 2026Q2: 8,063 shares 8,063 $748K 0.05% +2,471 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 779 shares; 2026Q2: 859 shares 859 $737K 0.05% +80 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,320 shares; 2024Q4: 5,363 shares; 2025Q1: 5,517 shares; 2025Q2: 5,186 shares; 2025Q3: 4,706 shares; 2025Q4: 4,464 shares; 2026Q1: 4,439 shares; 2026Q2: 4,426 shares 4,426 $729K 0.05% -13 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,476 shares; 2024Q4: 4,008 shares; 2025Q1: not reported; 2025Q2: 10,590 shares; 2025Q3: 9,524 shares; 2025Q4: 9,703 shares; 2026Q1: 9,554 shares; 2026Q2: 9,415 shares 9,415 $726K 0.05% -139 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,413 shares; 2025Q3: 2,457 shares; 2025Q4: not reported; 2026Q1: 6,408 shares; 2026Q2: 6,823 shares 6,823 $725K 0.05% +415 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: 33,303 shares; 2024Q4: 34,152 shares; 2025Q1: 34,046 shares; 2025Q2: 35,392 shares; 2025Q3: 34,349 shares; 2025Q4: 33,861 shares; 2026Q1: 34,679 shares; 2026Q2: 34,511 shares 34,511 $714K 0.05% -168 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,630 shares; 2024Q4: 4,640 shares; 2025Q1: 5,899 shares; 2025Q2: 6,434 shares; 2025Q3: 7,985 shares; 2025Q4: 16,221 shares; 2026Q1: 16,190 shares; 2026Q2: 13,968 shares 13,968 $710K 0.05% -2,222 Timeline VCIT 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: 12,342 shares; 2024Q4: 12,275 shares; 2025Q1: 9,403 shares; 2025Q2: 7,993 shares; 2025Q3: 7,584 shares; 2025Q4: 7,920 shares; 2026Q1: 7,770 shares; 2026Q2: 8,575 shares 8,575 $709K 0.05% +805 Timeline SITM SITIME CORP More: the full row for SITIME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,025 shares; 2024Q4: 935 shares; 2025Q1: 2,015 shares; 2025Q2: 1,344 shares; 2025Q3: 1,184 shares; 2025Q4: 758 shares; 2026Q1: 958 shares; 2026Q2: 950 shares 950 $708K 0.05% -8 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,483 shares; 2024Q4: 3,638 shares; 2025Q1: 3,819 shares; 2025Q2: 4,011 shares; 2025Q3: 4,312 shares; 2025Q4: 4,386 shares; 2026Q1: 5,291 shares; 2026Q2: 5,943 shares 5,943 $699K 0.05% +652 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,705 shares; 2024Q4: 5,664 shares; 2025Q1: 5,696 shares; 2025Q2: 5,587 shares; 2025Q3: 4,837 shares; 2025Q4: 4,894 shares; 2026Q1: 5,171 shares; 2026Q2: 4,996 shares 4,996 $699K 0.05% -175 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: 5,163 shares; 2024Q4: 4,550 shares; 2025Q1: 4,382 shares; 2025Q2: 4,153 shares; 2025Q3: 3,923 shares; 2025Q4: 4,661 shares; 2026Q1: 5,336 shares; 2026Q2: 5,358 shares 5,358 $689K 0.05% +22 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 549 shares; 2025Q1: 566 shares; 2025Q2: 562 shares; 2025Q3: 695 shares; 2025Q4: 683 shares; 2026Q1: 690 shares; 2026Q2: 714 shares 714 $687K 0.05% +24 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,609 shares; 2024Q4: 5,381 shares; 2025Q1: 4,675 shares; 2025Q2: 4,587 shares; 2025Q3: 3,962 shares; 2025Q4: 3,101 shares; 2026Q1: 3,207 shares; 2026Q2: 2,811 shares 2,811 $683K 0.05% -396 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: 1,545 shares; 2024Q4: 1,690 shares; 2025Q1: 2,311 shares; 2025Q2: 1,613 shares; 2025Q3: 1,917 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,924 shares 1,924 $682K 0.05% new 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: 2,082 shares; 2024Q4: 2,107 shares; 2025Q1: 5,827 shares; 2025Q2: 4,664 shares; 2025Q3: 4,308 shares; 2025Q4: 3,958 shares; 2026Q1: 3,154 shares; 2026Q2: 3,234 shares 3,234 $676K 0.05% +80 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,399 shares; 2024Q4: 6,611 shares; 2025Q1: 7,578 shares; 2025Q2: 7,830 shares; 2025Q3: 8,609 shares; 2025Q4: 9,535 shares; 2026Q1: 9,347 shares; 2026Q2: 9,367 shares 9,367 $676K 0.05% +20 Timeline SPEU 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: 6,051 shares; 2025Q2: 7,508 shares; 2025Q3: 10,024 shares; 2025Q4: 12,078 shares; 2026Q1: 12,037 shares; 2026Q2: 12,108 shares 12,108 $664K 0.04% +71 Timeline DFAI 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: 6,261 shares; 2025Q3: 13,061 shares; 2025Q4: 13,061 shares; 2026Q1: 14,341 shares; 2026Q2: 16,042 shares 16,042 $662K 0.04% +1,701 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,630 shares; 2024Q4: 6,055 shares; 2025Q1: 6,026 shares; 2025Q2: 6,006 shares; 2025Q3: 4,759 shares; 2025Q4: 4,624 shares; 2026Q1: 4,602 shares; 2026Q2: 4,505 shares 4,505 $661K 0.04% -97 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: 19,008 shares; 2024Q4: 18,795 shares; 2025Q1: 17,539 shares; 2025Q2: 14,325 shares; 2025Q3: 14,113 shares; 2025Q4: 13,718 shares; 2026Q1: 12,898 shares; 2026Q2: 10,654 shares 10,654 $660K 0.04% -2,244 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: 10,256 shares; 2024Q4: 11,298 shares; 2025Q1: 13,950 shares; 2025Q2: 14,221 shares; 2025Q3: 14,268 shares; 2025Q4: 13,602 shares; 2026Q1: 8,309 shares; 2026Q2: 6,412 shares 6,412 $659K 0.04% -1,897 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 357 shares; 2024Q4: 410 shares; 2025Q1: 398 shares; 2025Q2: 6,517 shares; 2025Q3: 6,900 shares; 2025Q4: 7,026 shares; 2026Q1: 6,930 shares; 2026Q2: 7,033 shares 7,033 $648K 0.04% +103 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 544 shares; 2024Q4: 613 shares; 2025Q1: 1,243 shares; 2025Q2: 1,323 shares; 2025Q3: 1,263 shares; 2025Q4: 1,359 shares; 2026Q1: 1,393 shares; 2026Q2: 1,300 shares 1,300 $645K 0.04% -93 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: 972 shares; 2024Q4: 1,249 shares; 2025Q1: 1,685 shares; 2025Q2: 1,445 shares; 2025Q3: 1,390 shares; 2025Q4: 1,351 shares; 2026Q1: 1,260 shares; 2026Q2: 1,225 shares 1,225 $640K 0.04% -35 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,217 shares; 2024Q4: 2,518 shares; 2025Q1: 2,380 shares; 2025Q2: 2,183 shares; 2025Q3: 2,212 shares; 2025Q4: 2,139 shares; 2026Q1: 2,105 shares; 2026Q2: 2,852 shares 2,852 $629K 0.04% +747 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: not reported; 2026Q1: 17,626 shares; 2026Q2: 18,576 shares 18,576 $628K 0.04% +950 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,019 shares; 2025Q1: 899 shares; 2025Q2: 877 shares; 2025Q3: 685 shares; 2025Q4: 642 shares; 2026Q1: not reported; 2026Q2: 1,818 shares 1,818 $625K 0.04% new Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 707 shares; 2024Q4: 855 shares; 2025Q1: 898 shares; 2025Q2: 882 shares; 2025Q3: 886 shares; 2025Q4: 861 shares; 2026Q1: 919 shares; 2026Q2: 1,226 shares 1,226 $625K 0.04% +307 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,001 shares 5,001 $624K 0.04% new Timeline FDL 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: 20,108 shares; 2024Q4: 19,973 shares; 2025Q1: 17,727 shares; 2025Q2: 17,557 shares; 2025Q3: 16,041 shares; 2025Q4: 15,319 shares; 2026Q1: 14,056 shares; 2026Q2: 12,779 shares 12,779 $622K 0.04% -1,277 Timeline ULST SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,784 shares; 2024Q4: 7,963 shares; 2025Q1: 8,284 shares; 2025Q2: 8,426 shares; 2025Q3: 12,972 shares; 2025Q4: 13,936 shares; 2026Q1: 14,014 shares; 2026Q2: 15,250 shares 15,250 $616K 0.04% +1,236 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: 5,715 shares; 2024Q4: 6,840 shares; 2025Q1: 6,784 shares; 2025Q2: 6,814 shares; 2025Q3: 6,970 shares; 2025Q4: 8,317 shares; 2026Q1: 8,236 shares; 2026Q2: 8,562 shares 8,562 $616K 0.04% +326 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,255 shares; 2024Q4: 3,294 shares; 2025Q1: 3,566 shares; 2025Q2: 3,791 shares; 2025Q3: 4,366 shares; 2025Q4: 4,694 shares; 2026Q1: 5,510 shares; 2026Q2: 7,017 shares 7,017 $616K 0.04% +1,507 Timeline JIVE 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: 6,088 shares; 2026Q2: 6,680 shares 6,680 $614K 0.04% +592 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: 5,580 shares; 2025Q2: 5,822 shares; 2025Q3: 5,883 shares; 2025Q4: 6,146 shares; 2026Q1: 6,272 shares; 2026Q2: 6,333 shares 6,333 $609K 0.04% +61 Timeline CPTL 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: 27,772 shares; 2024Q4: 24,706 shares; 2025Q1: 32,177 shares; 2025Q2: 28,313 shares; 2025Q3: 27,027 shares; 2025Q4: 24,727 shares; 2026Q1: 15,483 shares; 2026Q2: 12,920 shares 12,920 $607K 0.04% -2,563 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,449 shares; 2024Q4: 2,649 shares; 2025Q1: 3,180 shares; 2025Q2: 3,308 shares; 2025Q3: 3,540 shares; 2025Q4: 4,037 shares; 2026Q1: 4,554 shares; 2026Q2: 4,463 shares 4,463 $605K 0.04% -91 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: 4,214 shares; 2024Q4: 4,116 shares; 2025Q1: 4,248 shares; 2025Q2: 4,240 shares; 2025Q3: 3,615 shares; 2025Q4: 3,760 shares; 2026Q1: 3,788 shares; 2026Q2: 3,626 shares 3,626 $587K 0.04% -162 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: 2,607 shares; 2024Q4: 1,913 shares; 2025Q1: 1,971 shares; 2025Q2: 1,671 shares; 2025Q3: 1,729 shares; 2025Q4: 1,809 shares; 2026Q1: 1,907 shares; 2026Q2: 2,148 shares 2,148 $584K 0.04% +241 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,063 shares; 2024Q4: 1,065 shares; 2025Q1: 1,066 shares; 2025Q2: 1,041 shares; 2025Q3: 1,042 shares; 2025Q4: 1,044 shares; 2026Q1: 1,215 shares; 2026Q2: 6,581 shares 6,581 $579K 0.04% +5,366 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,874 shares; 2025Q2: 17,062 shares; 2025Q3: 28,466 shares; 2025Q4: 29,822 shares; 2026Q1: 1,329 shares; 2026Q2: 1,577 shares 1,577 $577K 0.04% +248 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 467 shares; 2025Q2: 644 shares; 2025Q3: 1,953 shares; 2025Q4: 1,946 shares; 2026Q1: 1,828 shares; 2026Q2: 1,491 shares 1,491 $577K 0.04% -337 Timeline STIP 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: 25,323 shares; 2025Q3: 28,030 shares; 2025Q4: 31,357 shares; 2026Q1: 16,801 shares; 2026Q2: 5,634 shares 5,634 $576K 0.04% -11,167 Timeline FCAL FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,831 shares; 2024Q4: 6,787 shares; 2025Q1: 6,792 shares; 2025Q2: 8,928 shares; 2025Q3: 7,484 shares; 2025Q4: 7,511 shares; 2026Q1: 9,389 shares; 2026Q2: 11,583 shares 11,583 $575K 0.04% +2,194 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: 2,215 shares; 2024Q4: 2,215 shares; 2025Q1: 2,219 shares; 2025Q2: 2,529 shares; 2025Q3: 2,550 shares; 2025Q4: 2,726 shares; 2026Q1: 2,759 shares; 2026Q2: 2,992 shares 2,992 $574K 0.04% +233 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,894 shares; 2024Q4: not reported; 2025Q1: 3,029 shares; 2025Q2: 3,067 shares; 2025Q3: 3,052 shares; 2025Q4: 3,224 shares; 2026Q1: 3,618 shares; 2026Q2: 3,638 shares 3,638 $570K 0.04% +20 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 817 shares; 2025Q2: 918 shares; 2025Q3: 918 shares; 2025Q4: 925 shares; 2026Q1: 993 shares; 2026Q2: 1,015 shares 1,015 $569K 0.04% +22 Timeline RIOT RIOT PLATFORMS INC More: the full row for RIOT PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,750 shares; 2025Q3: 20,750 shares; 2025Q4: 20,750 shares; 2026Q1: 20,750 shares; 2026Q2: 20,750 shares 20,750 $568K 0.04% 0 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: 1,400 shares; 2024Q4: 1,459 shares; 2025Q1: 1,561 shares; 2025Q2: 1,623 shares; 2025Q3: 1,676 shares; 2025Q4: 1,835 shares; 2026Q1: 1,886 shares; 2026Q2: 2,085 shares 2,085 $564K 0.04% +199 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,939 shares; 2024Q4: 2,099 shares; 2025Q1: 2,074 shares; 2025Q2: 2,610 shares; 2025Q3: 2,648 shares; 2025Q4: 2,688 shares; 2026Q1: 2,679 shares; 2026Q2: 2,738 shares 2,738 $562K 0.04% +59 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 506 shares; 2025Q3: 492 shares; 2025Q4: 557 shares; 2026Q1: 606 shares; 2026Q2: 882 shares 882 $559K 0.04% +276 Timeline GRNB 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: 16,005 shares; 2026Q1: 32,431 shares; 2026Q2: 22,796 shares 22,796 $550K 0.04% -9,635 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,073 shares; 2024Q4: 19,389 shares; 2025Q1: 19,907 shares; 2025Q2: 20,139 shares; 2025Q3: 19,421 shares; 2025Q4: 16,397 shares; 2026Q1: 14,782 shares; 2026Q2: 16,062 shares 16,062 $537K 0.04% +1,280 Timeline CWS ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,045 shares; 2025Q3: 5,905 shares; 2025Q4: 7,965 shares; 2026Q1: 7,834 shares; 2026Q2: 7,834 shares 7,834 $534K 0.04% 0 Timeline XYLD 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: 27,997 shares; 2024Q4: 20,765 shares; 2025Q1: 21,078 shares; 2025Q2: 16,407 shares; 2025Q3: 15,293 shares; 2025Q4: 15,097 shares; 2026Q1: 12,909 shares; 2026Q2: 13,087 shares 13,087 $534K 0.04% +178 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,831 shares; 2024Q4: 4,852 shares; 2025Q1: 3,885 shares; 2025Q2: 4,097 shares; 2025Q3: 4,131 shares; 2025Q4: 4,459 shares; 2026Q1: 4,939 shares; 2026Q2: 5,091 shares 5,091 $529K 0.04% +152 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,772 shares; 2025Q4: 6,942 shares; 2026Q1: 6,947 shares; 2026Q2: 6,936 shares 6,936 $523K 0.03% -11 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: 2,840 shares; 2024Q4: 2,922 shares; 2025Q1: 3,426 shares; 2025Q2: 3,597 shares; 2025Q3: 3,579 shares; 2025Q4: 4,929 shares; 2026Q1: 7,227 shares; 2026Q2: 6,270 shares 6,270 $521K 0.03% -957 Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,845 shares; 2025Q4: 2,680 shares; 2026Q1: 3,665 shares; 2026Q2: 36,250 shares 36,250 $512K 0.03% +32,585 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: 2,273 shares; 2025Q3: 2,372 shares; 2025Q4: 2,761 shares; 2026Q1: 2,686 shares; 2026Q2: 2,893 shares 2,893 $510K 0.03% +207 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: 2,360 shares; 2024Q4: 2,396 shares; 2025Q1: 2,577 shares; 2025Q2: 3,311 shares; 2025Q3: 3,321 shares; 2025Q4: 3,222 shares; 2026Q1: 3,255 shares; 2026Q2: 5,588 shares 5,588 $507K 0.03% +2,333 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,788 shares; 2025Q3: 6,256 shares; 2025Q4: 7,449 shares; 2026Q1: 8,216 shares; 2026Q2: 8,206 shares 8,206 $507K 0.03% -10 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: not reported; 2024Q4: not reported; 2025Q1: 1,878 shares; 2025Q2: 2,291 shares; 2025Q3: 2,338 shares; 2025Q4: 2,837 shares; 2026Q1: 2,739 shares; 2026Q2: 2,793 shares 2,793 $505K 0.03% +54 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,382 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,267 shares; 2026Q1: 1,540 shares; 2026Q2: 1,491 shares 1,491 $499K 0.03% -49 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,853 shares; 2025Q1: 4,443 shares; 2025Q2: 3,051 shares; 2025Q3: 2,507 shares; 2025Q4: 2,025 shares; 2026Q1: 2,408 shares; 2026Q2: 2,909 shares 2,909 $494K 0.03% +501 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: 1,453 shares; 2024Q4: 1,505 shares; 2025Q1: 1,571 shares; 2025Q2: 1,612 shares; 2025Q3: 1,610 shares; 2025Q4: 1,708 shares; 2026Q1: 1,749 shares; 2026Q2: 2,200 shares 2,200 $490K 0.03% +451 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: 3,226 shares; 2024Q4: 3,378 shares; 2025Q1: 3,378 shares; 2025Q2: 3,378 shares; 2025Q3: 3,378 shares; 2025Q4: 3,350 shares; 2026Q1: 3,542 shares; 2026Q2: 17,400 shares 17,400 $477K 0.03% +13,858 Timeline UCON 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: 257,323 shares; 2024Q4: 419,106 shares; 2025Q1: 529,690 shares; 2025Q2: 189,612 shares; 2025Q3: 78,531 shares; 2025Q4: 46,031 shares; 2026Q1: 30,127 shares; 2026Q2: 19,108 shares 19,108 $475K 0.03% -11,019 Timeline TLTW 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: 10,359 shares; 2025Q1: 24,494 shares; 2025Q2: 33,054 shares; 2025Q3: 34,099 shares; 2025Q4: 32,233 shares; 2026Q1: 32,292 shares; 2026Q2: 21,181 shares 21,181 $473K 0.03% -11,111 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,914 shares; 2024Q4: 5,231 shares; 2025Q1: 4,653 shares; 2025Q2: 4,633 shares; 2025Q3: 4,698 shares; 2025Q4: 4,781 shares; 2026Q1: 5,071 shares; 2026Q2: 5,157 shares 5,157 $470K 0.03% +86 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 605 shares; 2025Q1: 747 shares; 2025Q2: 808 shares; 2025Q3: 871 shares; 2025Q4: 927 shares; 2026Q1: 1,075 shares; 2026Q2: 1,100 shares 1,100 $469K 0.03% +25 Timeline DFAS 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: 3,484 shares; 2024Q4: 3,484 shares; 2025Q1: 3,484 shares; 2025Q2: 3,384 shares; 2025Q3: 3,280 shares; 2025Q4: 3,280 shares; 2026Q1: 3,280 shares; 2026Q2: 5,666 shares 5,666 $467K 0.03% +2,386 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,181 shares; 2024Q4: 1,168 shares; 2025Q1: 1,700 shares; 2025Q2: 1,817 shares; 2025Q3: 1,679 shares; 2025Q4: 1,608 shares; 2026Q1: 2,482 shares; 2026Q2: 2,270 shares 2,270 $465K 0.03% -212 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,931 shares; 2024Q4: 4,911 shares; 2025Q1: 5,411 shares; 2025Q2: 5,411 shares; 2025Q3: 5,411 shares; 2025Q4: 6,211 shares; 2026Q1: 6,003 shares; 2026Q2: 6,204 shares 6,204 $465K 0.03% +201 Timeline ALAI THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,108 shares 10,108 $461K 0.03% new Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,500 shares; 2024Q4: 3,589 shares; 2025Q1: 3,589 shares; 2025Q2: 3,669 shares; 2025Q3: 3,313 shares; 2025Q4: 4,060 shares; 2026Q1: 4,166 shares; 2026Q2: 5,119 shares 5,119 $460K 0.03% +953 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 474 shares; 2025Q3: 582 shares; 2025Q4: 655 shares; 2026Q1: 749 shares; 2026Q2: 874 shares 874 $454K 0.03% +125 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,725 shares; 2024Q4: 24,920 shares; 2025Q1: 24,922 shares; 2025Q2: 22,631 shares; 2025Q3: 16,980 shares; 2025Q4: 20,837 shares; 2026Q1: 19,576 shares; 2026Q2: 18,794 shares 18,794 $453K 0.03% -782 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,989 shares; 2024Q4: 5,823 shares; 2025Q1: 6,961 shares; 2025Q2: 6,182 shares; 2025Q3: 5,240 shares; 2025Q4: 5,321 shares; 2026Q1: 5,381 shares; 2026Q2: 5,171 shares 5,171 $450K 0.03% -210 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,064 shares; 2024Q4: 4,444 shares; 2025Q1: 4,308 shares; 2025Q2: 3,564 shares; 2025Q3: 3,471 shares; 2025Q4: 3,462 shares; 2026Q1: 3,481 shares; 2026Q2: 3,153 shares 3,153 $447K 0.03% -328 Timeline VGK 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: not reported; 2025Q4: not reported; 2026Q1: 4,181 shares; 2026Q2: 5,038 shares 5,038 $446K 0.03% +857 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: 2,283 shares; 2024Q4: 2,153 shares; 2025Q1: 2,173 shares; 2025Q2: 1,986 shares; 2025Q3: 1,810 shares; 2025Q4: 1,716 shares; 2026Q1: 950 shares; 2026Q2: 1,163 shares 1,163 $436K 0.03% +213 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC 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: 23,713 shares; 2025Q4: 26,764 shares; 2026Q1: 23,789 shares; 2026Q2: 33,830 shares 33,830 $433K 0.03% +10,041 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,000 shares; 2025Q1: 5,569 shares; 2025Q2: 7,038 shares; 2025Q3: 7,638 shares; 2025Q4: 8,682 shares; 2026Q1: 8,487 shares; 2026Q2: 8,542 shares 8,542 $431K 0.03% +55 Timeline MUC BLACKROCK MUNIHLDNGS CALI More: the full row for BLACKROCK MUNIHLDNGS CALI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,961 shares; 2024Q4: 73,211 shares; 2025Q1: 75,612 shares; 2025Q2: 74,696 shares; 2025Q3: 66,896 shares; 2025Q4: 80,146 shares; 2026Q1: 73,146 shares; 2026Q2: 39,226 shares 39,226 $431K 0.03% -33,920 Timeline FTNT FORTINET INC More: the full row for FORTINET 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: 2,795 shares 2,795 $429K 0.03% new Timeline FEX 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: 2,997 shares; 2024Q4: 3,009 shares; 2025Q1: 3,019 shares; 2025Q2: 3,026 shares; 2025Q3: 3,034 shares; 2025Q4: 3,045 shares; 2026Q1: 3,053 shares; 2026Q2: 3,058 shares 3,058 $428K 0.03% +5 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,765 shares; 2025Q2: 3,742 shares; 2025Q3: 3,859 shares; 2025Q4: 4,160 shares; 2026Q1: 4,554 shares; 2026Q2: 4,644 shares 4,644 $426K 0.03% +90 Timeline GCOR GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,242 shares; 2024Q4: 6,468 shares; 2025Q1: 4,929 shares; 2025Q2: 9,455 shares; 2025Q3: 10,298 shares; 2025Q4: 10,591 shares; 2026Q1: 10,618 shares; 2026Q2: 10,354 shares 10,354 $426K 0.03% -264 Timeline CSM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,053 shares; 2024Q4: 5,053 shares; 2025Q1: 5,053 shares; 2025Q2: 5,053 shares; 2025Q3: 5,001 shares; 2025Q4: 5,001 shares; 2026Q1: 5,001 shares; 2026Q2: 5,001 shares 5,001 $426K 0.03% 0 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,791 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,909 shares; 2025Q4: 33,960 shares; 2026Q1: 23,486 shares; 2026Q2: 33,526 shares 33,526 $425K 0.03% +10,040 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,258 shares; 2025Q3: 4,259 shares; 2025Q4: 4,259 shares; 2026Q1: 4,259 shares; 2026Q2: 4,259 shares 4,259 $423K 0.03% 0 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,288 shares; 2026Q1: 1,502 shares; 2026Q2: 1,861 shares 1,861 $422K 0.03% +359 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: 4,875 shares; 2024Q4: 4,930 shares; 2025Q1: 4,931 shares; 2025Q2: 4,871 shares; 2025Q3: 4,743 shares; 2025Q4: 4,749 shares; 2026Q1: 4,750 shares; 2026Q2: 5,405 shares 5,405 $421K 0.03% +655 Timeline CPAI NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR 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: 8,014 shares 8,014 $416K 0.03% new 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: 9,659 shares; 2024Q4: 11,316 shares; 2025Q1: 9,702 shares; 2025Q2: 12,736 shares; 2025Q3: 9,564 shares; 2025Q4: 8,772 shares; 2026Q1: 8,899 shares; 2026Q2: 5,435 shares 5,435 $416K 0.03% -3,464 Timeline ROUS LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES 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: 6,141 shares 6,141 $414K 0.03% new Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 324 shares; 2025Q3: 359 shares; 2025Q4: 368 shares; 2026Q1: 357 shares; 2026Q2: 363 shares 363 $411K 0.03% +6 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,821 shares; 2026Q1: not reported; 2026Q2: 3,006 shares 3,006 $411K 0.03% new Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,109 shares; 2025Q2: 2,041 shares; 2025Q3: 3,239 shares; 2025Q4: 2,434 shares; 2026Q1: 2,953 shares; 2026Q2: 3,809 shares 3,809 $410K 0.03% +856 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: 6,384 shares; 2024Q4: 6,541 shares; 2025Q1: 7,087 shares; 2025Q2: 5,756 shares; 2025Q3: 5,786 shares; 2025Q4: 6,177 shares; 2026Q1: 6,705 shares; 2026Q2: 6,464 shares 6,464 $407K 0.03% -241 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,549 shares; 2024Q4: 2,545 shares; 2025Q1: 2,836 shares; 2025Q2: 2,865 shares; 2025Q3: 2,895 shares; 2025Q4: 2,988 shares; 2026Q1: 3,168 shares; 2026Q2: 3,198 shares 3,198 $404K 0.03% +30 Timeline H HYATT HOTELS CORP More: the full row for HYATT HOTELS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,150 shares; 2024Q4: 2,152 shares; 2025Q1: 2,023 shares; 2025Q2: 2,025 shares; 2025Q3: 2,029 shares; 2025Q4: 2,039 shares; 2026Q1: 2,048 shares; 2026Q2: 2,081 shares 2,081 $403K 0.03% +33 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; 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 $402K 0.03% new Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,459 shares; 2024Q4: 30,813 shares; 2025Q1: 31,401 shares; 2025Q2: 29,706 shares; 2025Q3: 29,981 shares; 2025Q4: 28,983 shares; 2026Q1: 28,912 shares; 2026Q2: 28,693 shares 28,693 $399K 0.03% -219 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,314 shares; 2024Q4: 6,314 shares; 2025Q1: 6,189 shares; 2025Q2: 6,309 shares; 2025Q3: 6,234 shares; 2025Q4: 5,429 shares; 2026Q1: 5,309 shares; 2026Q2: 5,309 shares 5,309 $397K 0.03% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 848 shares; 2024Q4: 844 shares; 2025Q1: 836 shares; 2025Q2: not reported; 2025Q3: 891 shares; 2025Q4: 1,220 shares; 2026Q1: 1,254 shares; 2026Q2: 1,266 shares 1,266 $396K 0.03% +12 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,497 shares; 2025Q2: 3,120 shares; 2025Q3: 3,339 shares; 2025Q4: 2,764 shares; 2026Q1: 3,772 shares; 2026Q2: 4,166 shares 4,166 $394K 0.03% +394 Timeline ONDS ONDAS INC More: the full row for ONDAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,500 shares; 2025Q4: 16,490 shares; 2026Q1: 27,697 shares; 2026Q2: 47,697 shares 47,697 $393K 0.03% +20,000 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,071 shares; 2024Q4: 1,051 shares; 2025Q1: 1,052 shares; 2025Q2: 919 shares; 2025Q3: 920 shares; 2025Q4: 923 shares; 2026Q1: 985 shares; 2026Q2: 918 shares 918 $392K 0.03% -67 Timeline NEM NEWMONT CORP More: the full row for NEWMONT 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: 4,536 shares; 2026Q1: 6,155 shares; 2026Q2: 4,172 shares 4,172 $390K 0.03% -1,983 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,306 shares 1,306 $389K 0.03% new Timeline CCL CARNIVAL CORP LTD More: the full row for CARNIVAL CORP 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: 13,612 shares 13,612 $389K 0.03% new Timeline RDIV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,647 shares; 2024Q4: 5,275 shares; 2025Q1: 6,853 shares; 2025Q2: 7,084 shares; 2025Q3: 6,790 shares; 2025Q4: 6,894 shares; 2026Q1: 6,872 shares; 2026Q2: 6,704 shares 6,704 $389K 0.03% -168 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,349 shares; 2024Q4: 1,350 shares; 2025Q1: 1,166 shares; 2025Q2: 1,460 shares; 2025Q3: 1,447 shares; 2025Q4: 1,456 shares; 2026Q1: 1,371 shares; 2026Q2: 1,723 shares 1,723 $386K 0.03% +352 Timeline FLTR 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: 15,090 shares; 2024Q4: 13,064 shares; 2025Q1: 14,068 shares; 2025Q2: 16,468 shares; 2025Q3: 15,424 shares; 2025Q4: 14,111 shares; 2026Q1: 13,623 shares; 2026Q2: 15,027 shares 15,027 $385K 0.03% +1,404 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,591 shares; 2024Q4: 5,614 shares; 2025Q1: 3,642 shares; 2025Q2: 3,573 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,067 shares; 2026Q2: 3,073 shares 3,073 $382K 0.03% +6 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,929 shares; 2025Q2: 3,384 shares; 2025Q3: 2,488 shares; 2025Q4: 2,297 shares; 2026Q1: 1,714 shares; 2026Q2: 2,326 shares 2,326 $382K 0.03% +612 Timeline AGIX KRANESHARES TRUST More: the full row for KRANESHARES 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: 10,920 shares; 2026Q1: 10,780 shares; 2026Q2: 8,085 shares 8,085 $379K 0.03% -2,695 Timeline ILF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,183 shares 11,183 $377K 0.03% new Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,195 shares; 2025Q4: 5,212 shares; 2026Q1: 6,148 shares; 2026Q2: 6,193 shares 6,193 $374K 0.02% +45 Timeline LCTU 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: 3,258 shares; 2025Q1: not reported; 2025Q2: 3,307 shares; 2025Q3: 3,289 shares; 2025Q4: 3,372 shares; 2026Q1: 3,738 shares; 2026Q2: 4,655 shares 4,655 $373K 0.02% +917 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: 7,025 shares; 2024Q4: 6,619 shares; 2025Q1: 6,758 shares; 2025Q2: 7,672 shares; 2025Q3: 5,171 shares; 2025Q4: 5,430 shares; 2026Q1: 6,192 shares; 2026Q2: 6,248 shares 6,248 $373K 0.02% +56 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,164 shares; 2024Q4: 20,874 shares; 2025Q1: 21,040 shares; 2025Q2: 21,132 shares; 2025Q3: 20,313 shares; 2025Q4: 19,762 shares; 2026Q1: 19,990 shares; 2026Q2: 20,063 shares 20,063 $372K 0.02% +73 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: 1,309 shares; 2025Q3: 1,295 shares; 2025Q4: 1,289 shares; 2026Q1: 1,325 shares; 2026Q2: 1,375 shares 1,375 $370K 0.02% +50 Timeline CLS CELESTICA INC More: the full row for CELESTICA 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: 487 shares; 2026Q1: 1,278 shares; 2026Q2: 998 shares 998 $364K 0.02% -280 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,111 shares; 2025Q2: 6,047 shares; 2025Q3: 5,967 shares; 2025Q4: 6,332 shares; 2026Q1: 6,785 shares; 2026Q2: 7,230 shares 7,230 $363K 0.02% +445 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 414 shares; 2025Q2: 347 shares; 2025Q3: 389 shares; 2025Q4: 383 shares; 2026Q1: 369 shares; 2026Q2: 370 shares 370 $362K 0.02% +1 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,673 shares; 2025Q2: 4,555 shares; 2025Q3: 3,809 shares; 2025Q4: 6,891 shares; 2026Q1: 6,508 shares; 2026Q2: 7,554 shares 7,554 $362K 0.02% +1,046 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,442 shares; 2025Q4: 1,412 shares; 2026Q1: 1,882 shares; 2026Q2: 1,483 shares 1,483 $359K 0.02% -399 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,628 shares; 2024Q4: 2,628 shares; 2025Q1: 2,656 shares; 2025Q2: 2,717 shares; 2025Q3: 2,681 shares; 2025Q4: 2,721 shares; 2026Q1: 3,013 shares; 2026Q2: 3,030 shares 3,030 $355K 0.02% +17 Timeline TRP TC ENERGY CORP More: the full row for TC 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: 4,243 shares; 2025Q4: 4,927 shares; 2026Q1: 5,196 shares; 2026Q2: 5,352 shares 5,352 $355K 0.02% +156 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,055 shares; 2024Q4: 1,036 shares; 2025Q1: 1,180 shares; 2025Q2: 1,135 shares; 2025Q3: 1,259 shares; 2025Q4: 1,445 shares; 2026Q1: 893 shares; 2026Q2: 947 shares 947 $353K 0.02% +54 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,996 shares; 2024Q4: 2,256 shares; 2025Q1: 2,532 shares; 2025Q2: 2,453 shares; 2025Q3: 2,430 shares; 2025Q4: 3,004 shares; 2026Q1: 3,779 shares; 2026Q2: 3,553 shares 3,553 $349K 0.02% -226 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 962 shares; 2024Q4: 973 shares; 2025Q1: 1,048 shares; 2025Q2: 1,099 shares; 2025Q3: 1,094 shares; 2025Q4: 1,061 shares; 2026Q1: 1,038 shares; 2026Q2: 1,107 shares 1,107 $348K 0.02% +69 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: 1,449 shares; 2025Q2: 1,407 shares; 2025Q3: 1,398 shares; 2025Q4: 1,443 shares; 2026Q1: 1,426 shares; 2026Q2: 1,361 shares 1,361 $346K 0.02% -65 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: 1,161 shares; 2024Q4: 1,169 shares; 2025Q1: 1,145 shares; 2025Q2: 1,057 shares; 2025Q3: 959 shares; 2025Q4: 959 shares; 2026Q1: 959 shares; 2026Q2: 959 shares 959 $346K 0.02% 0 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,066 shares 6,066 $344K 0.02% new Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,200 shares; 2025Q3: 1,204 shares; 2025Q4: 1,318 shares; 2026Q1: 1,807 shares; 2026Q2: 1,709 shares 1,709 $343K 0.02% -98 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: 1,637 shares; 2025Q2: 2,128 shares; 2025Q3: 2,183 shares; 2025Q4: 2,377 shares; 2026Q1: 2,490 shares; 2026Q2: 2,619 shares 2,619 $340K 0.02% +129 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,810 shares 3,810 $339K 0.02% new Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,083 shares; 2025Q4: 2,124 shares; 2026Q1: 2,101 shares; 2026Q2: 2,078 shares 2,078 $337K 0.02% -23 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN 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: 506 shares; 2025Q4: 676 shares; 2026Q1: 693 shares; 2026Q2: 654 shares 654 $337K 0.02% -39 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE 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: 3,362 shares 3,362 $335K 0.02% new Timeline FSS FEDERAL SIGNAL CORP More: the full row for FEDERAL SIGNAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,665 shares; 2024Q4: 2,665 shares; 2025Q1: not reported; 2025Q2: 2,665 shares; 2025Q3: 2,665 shares; 2025Q4: 2,603 shares; 2026Q1: 2,603 shares; 2026Q2: 2,603 shares 2,603 $334K 0.02% 0 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 143 shares; 2024Q4: 173 shares; 2025Q1: 204 shares; 2025Q2: 203 shares; 2025Q3: 199 shares; 2025Q4: 205 shares; 2026Q1: 201 shares; 2026Q2: 197 shares 197 $334K 0.02% -4 Timeline VEU 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,992 shares 3,992 $334K 0.02% new Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,956 shares; 2025Q2: 1,726 shares; 2025Q3: 1,970 shares; 2025Q4: 1,815 shares; 2026Q1: 1,620 shares; 2026Q2: 1,397 shares 1,397 $334K 0.02% -223 Timeline TER TERADYNE INC More: the full row for TERADYNE 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: 686 shares 686 $332K 0.02% new 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: 1,478 shares 1,478 $331K 0.02% new Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,754 shares; 2025Q4: 2,903 shares; 2026Q1: 2,842 shares; 2026Q2: 3,173 shares 3,173 $328K 0.02% +331 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,441 shares; 2025Q2: not reported; 2025Q3: 2,161 shares; 2025Q4: 2,567 shares; 2026Q1: 3,380 shares; 2026Q2: 4,180 shares 4,180 $327K 0.02% +800 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,232 shares; 2024Q4: 3,054 shares; 2025Q1: 3,273 shares; 2025Q2: 3,696 shares; 2025Q3: 3,325 shares; 2025Q4: 3,714 shares; 2026Q1: 3,949 shares; 2026Q2: 3,532 shares 3,532 $326K 0.02% -417 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,449 shares; 2026Q2: 2,535 shares 2,535 $324K 0.02% +86 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: not reported; 2024Q4: 3,275 shares; 2025Q1: 3,427 shares; 2025Q2: 4,184 shares; 2025Q3: 6,970 shares; 2025Q4: 14,766 shares; 2026Q1: 15,216 shares; 2026Q2: 7,119 shares 7,119 $323K 0.02% -8,097 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY 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: 1,955 shares; 2025Q4: 2,075 shares; 2026Q1: 2,554 shares; 2026Q2: 2,752 shares 2,752 $321K 0.02% +198 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: 1,450 shares 1,450 $321K 0.02% new Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,207 shares; 2026Q1: not reported; 2026Q2: 4,207 shares 4,207 $320K 0.02% new Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,657 shares; 2025Q2: 18,656 shares; 2025Q3: 18,279 shares; 2025Q4: 15,840 shares; 2026Q1: not reported; 2026Q2: 9,716 shares 9,716 $319K 0.02% new Timeline RYLD 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: 18,679 shares; 2025Q1: 19,449 shares; 2025Q2: 20,039 shares; 2025Q3: 20,714 shares; 2025Q4: 21,334 shares; 2026Q1: 19,342 shares; 2026Q2: 19,935 shares 19,935 $319K 0.02% +593 Timeline USMC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL 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: 4,249 shares; 2025Q4: 4,249 shares; 2026Q1: 4,249 shares; 2026Q2: 4,249 shares 4,249 $315K 0.02% 0 Timeline TLH 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: 2,215 shares; 2025Q2: 2,684 shares; 2025Q3: 3,676 shares; 2025Q4: 3,280 shares; 2026Q1: 3,701 shares; 2026Q2: 3,127 shares 3,127 $314K 0.02% -574 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,729 shares; 2024Q4: 15,979 shares; 2025Q1: 15,979 shares; 2025Q2: 19,489 shares; 2025Q3: 22,423 shares; 2025Q4: 24,460 shares; 2026Q1: 28,293 shares; 2026Q2: 28,546 shares 28,546 $312K 0.02% +253 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,594 shares; 2026Q2: 1,642 shares 1,642 $311K 0.02% +48 Timeline HELO 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: 3,530 shares; 2025Q3: 3,530 shares; 2025Q4: 3,530 shares; 2026Q1: 3,530 shares; 2026Q2: 4,605 shares 4,605 $311K 0.02% +1,075 Timeline TWLO TWILIO INC More: the full row for TWILIO 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: 1,494 shares 1,494 $308K 0.02% 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: not reported; 2026Q1: not reported; 2026Q2: 1,014 shares 1,014 $307K 0.02% new Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,221 shares; 2024Q4: 1,284 shares; 2025Q1: 1,222 shares; 2025Q2: 1,310 shares; 2025Q3: 1,303 shares; 2025Q4: 1,306 shares; 2026Q1: 1,336 shares; 2026Q2: 1,429 shares 1,429 $307K 0.02% +93 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: 2,507 shares; 2024Q4: 2,824 shares; 2025Q1: 2,915 shares; 2025Q2: 2,796 shares; 2025Q3: not reported; 2025Q4: 2,257 shares; 2026Q1: 2,387 shares; 2026Q2: 2,346 shares 2,346 $307K 0.02% -41 Timeline BBAG 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: 6,647 shares; 2024Q4: 6,688 shares; 2025Q1: 6,790 shares; 2025Q2: 6,956 shares; 2025Q3: 6,915 shares; 2025Q4: 6,547 shares; 2026Q1: 6,618 shares; 2026Q2: 6,664 shares 6,664 $306K 0.02% +46 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,700 shares; 2024Q4: 8,036 shares; 2025Q1: 7,195 shares; 2025Q2: 8,315 shares; 2025Q3: 7,969 shares; 2025Q4: 8,175 shares; 2026Q1: 8,813 shares; 2026Q2: 7,054 shares 7,054 $305K 0.02% -1,759 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,292 shares; 2024Q4: 2,343 shares; 2025Q1: 2,762 shares; 2025Q2: 3,344 shares; 2025Q3: 1,263 shares; 2025Q4: 1,448 shares; 2026Q1: 1,637 shares; 2026Q2: 1,599 shares 1,599 $304K 0.02% -38 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,880 shares; 2024Q4: 2,952 shares; 2025Q1: 2,962 shares; 2025Q2: 2,954 shares; 2025Q3: 2,543 shares; 2025Q4: 2,757 shares; 2026Q1: 2,404 shares; 2026Q2: 2,399 shares 2,399 $303K 0.02% -5 Timeline NAC NUVEEN CA DIVI ADV MUN More: the full row for NUVEEN CA DIVI ADV MUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,032 shares; 2024Q4: not reported; 2025Q1: 11,012 shares; 2025Q2: 11,012 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,921 shares; 2026Q2: 24,921 shares 24,921 $302K 0.02% 0 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR 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: 10,156 shares; 2026Q2: 10,632 shares 10,632 $301K 0.02% +476 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,861 shares 5,861 $296K 0.02% 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: 1,720 shares; 2024Q4: not reported; 2025Q1: 1,749 shares; 2025Q2: 1,751 shares; 2025Q3: 1,646 shares; 2025Q4: 1,699 shares; 2026Q1: 1,723 shares; 2026Q2: 1,753 shares 1,753 $296K 0.02% +30 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,957 shares; 2025Q2: 2,804 shares; 2025Q3: 2,932 shares; 2025Q4: 2,364 shares; 2026Q1: not reported; 2026Q2: 3,262 shares 3,262 $295K 0.02% new Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,506 shares; 2024Q4: 12,506 shares; 2025Q1: 16,047 shares; 2025Q2: 16,016 shares; 2025Q3: 16,011 shares; 2025Q4: 20,244 shares; 2026Q1: 11,544 shares; 2026Q2: 11,663 shares 11,663 $295K 0.02% +119 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA 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: 224 shares; 2026Q1: not reported; 2026Q2: 148 shares 148 $294K 0.02% new Timeline PSC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,399 shares; 2025Q2: 4,399 shares; 2025Q3: 4,399 shares; 2025Q4: 4,399 shares; 2026Q1: 4,399 shares; 2026Q2: 4,189 shares 4,189 $294K 0.02% -210 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 589 shares; 2025Q2: 552 shares; 2025Q3: 566 shares; 2025Q4: 541 shares; 2026Q1: 509 shares; 2026Q2: 635 shares 635 $292K 0.02% +126 Timeline ECHO ECHOSTAR CORP More: the full row for ECHOSTAR 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: 2,866 shares 2,866 $291K 0.02% new Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,050 shares; 2024Q4: 2,171 shares; 2025Q1: 2,198 shares; 2025Q2: 1,796 shares; 2025Q3: 1,919 shares; 2025Q4: 1,946 shares; 2026Q1: 1,849 shares; 2026Q2: 2,032 shares 2,032 $291K 0.02% +183 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,420 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,862 shares; 2026Q1: 3,114 shares; 2026Q2: 3,055 shares 3,055 $286K 0.02% -59 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,072 shares; 2025Q3: 1,158 shares; 2025Q4: 1,153 shares; 2026Q1: 2,105 shares; 2026Q2: 1,722 shares 1,722 $281K 0.02% -383 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: 9,506 shares; 2025Q1: 9,415 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,227 shares 5,227 $280K 0.02% new Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,163 shares; 2026Q1: 1,244 shares; 2026Q2: 1,134 shares 1,134 $279K 0.02% -110 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,444 shares; 2025Q4: 5,644 shares; 2026Q1: 5,374 shares; 2026Q2: 5,638 shares 5,638 $279K 0.02% +264 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 913 shares; 2024Q4: 971 shares; 2025Q1: 907 shares; 2025Q2: 947 shares; 2025Q3: 905 shares; 2025Q4: 924 shares; 2026Q1: 985 shares; 2026Q2: 1,013 shares 1,013 $279K 0.02% +28 Timeline SPMB 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: 16,714 shares; 2024Q4: 21,714 shares; 2025Q1: 23,193 shares; 2025Q2: 23,564 shares; 2025Q3: 20,340 shares; 2025Q4: 12,204 shares; 2026Q1: 12,257 shares; 2026Q2: 12,460 shares 12,460 $278K 0.02% +203 Timeline WCMI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,200 shares 14,200 $278K 0.02% new Timeline XT 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: 3,461 shares; 2025Q3: 3,194 shares; 2025Q4: 3,285 shares; 2026Q1: 3,252 shares; 2026Q2: 3,355 shares 3,355 $277K 0.02% +103 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 963 shares; 2024Q4: 990 shares; 2025Q1: 1,066 shares; 2025Q2: 1,089 shares; 2025Q3: 1,088 shares; 2025Q4: 1,050 shares; 2026Q1: not reported; 2026Q2: 1,207 shares 1,207 $277K 0.02% new Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,708 shares; 2024Q4: 5,328 shares; 2025Q1: 5,944 shares; 2025Q2: 5,247 shares; 2025Q3: 5,047 shares; 2025Q4: 5,026 shares; 2026Q1: 5,295 shares; 2026Q2: 4,765 shares 4,765 $275K 0.02% -530 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 703 shares; 2026Q1: 808 shares; 2026Q2: 829 shares 829 $274K 0.02% +21 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,689 shares; 2024Q4: 49,340 shares; 2025Q1: 16,220 shares; 2025Q2: 14,782 shares; 2025Q3: 13,275 shares; 2025Q4: 11,720 shares; 2026Q1: 10,627 shares; 2026Q2: 10,714 shares 10,714 $273K 0.02% +87 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,262 shares; 2026Q2: 2,848 shares 2,848 $273K 0.02% +586 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,838 shares; 2024Q4: 2,103 shares; 2025Q1: 2,232 shares; 2025Q2: 2,136 shares; 2025Q3: 2,223 shares; 2025Q4: 2,635 shares; 2026Q1: 2,594 shares; 2026Q2: 2,153 shares 2,153 $273K 0.02% -441 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 875 shares; 2025Q2: 916 shares; 2025Q3: 920 shares; 2025Q4: 964 shares; 2026Q1: 970 shares; 2026Q2: 976 shares 976 $272K 0.02% +6 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,459 shares; 2024Q4: 2,929 shares; 2025Q1: 3,424 shares; 2025Q2: 3,313 shares; 2025Q3: 2,728 shares; 2025Q4: 2,638 shares; 2026Q1: 2,632 shares; 2026Q2: 2,819 shares 2,819 $272K 0.02% +187 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,629 shares; 2024Q4: 36,522 shares; 2025Q1: 31,749 shares; 2025Q2: 5,301 shares; 2025Q3: 3,121 shares; 2025Q4: 2,869 shares; 2026Q1: 2,452 shares; 2026Q2: 2,863 shares 2,863 $272K 0.02% +411 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,210 shares; 2026Q2: 1,511 shares 1,511 $271K 0.02% +301 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,866 shares; 2025Q1: 4,340 shares; 2025Q2: 3,915 shares; 2025Q3: 3,412 shares; 2025Q4: 3,379 shares; 2026Q1: 3,515 shares; 2026Q2: 2,823 shares 2,823 $271K 0.02% -692 Timeline VT 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,710 shares 1,710 $268K 0.02% new Timeline SUSC 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: 8,707 shares; 2026Q2: 11,511 shares 11,511 $266K 0.02% +2,804 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: 6,859 shares; 2024Q4: 5,642 shares; 2025Q1: 5,419 shares; 2025Q2: 5,363 shares; 2025Q3: 5,289 shares; 2025Q4: 5,326 shares; 2026Q1: 3,713 shares; 2026Q2: 3,726 shares 3,726 $266K 0.02% +13 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,944 shares 6,944 $265K 0.02% new Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 724 shares; 2024Q4: 828 shares; 2025Q1: 629 shares; 2025Q2: 643 shares; 2025Q3: 645 shares; 2025Q4: 626 shares; 2026Q1: 656 shares; 2026Q2: 632 shares 632 $262K 0.02% -24 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,308 shares; 2025Q2: 1,361 shares; 2025Q3: 1,229 shares; 2025Q4: 1,268 shares; 2026Q1: 1,284 shares; 2026Q2: 1,349 shares 1,349 $262K 0.02% +65 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,720 shares 5,720 $258K 0.02% new Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,384 shares; 2025Q3: 1,390 shares; 2025Q4: 1,453 shares; 2026Q1: 1,522 shares; 2026Q2: 1,406 shares 1,406 $257K 0.02% -116 Timeline S SENTINELONE INC More: the full row for SENTINELONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,447 shares; 2024Q4: 11,340 shares; 2025Q1: 11,791 shares; 2025Q2: 14,285 shares; 2025Q3: 14,515 shares; 2025Q4: 14,684 shares; 2026Q1: 14,819 shares; 2026Q2: 15,164 shares 15,164 $257K 0.02% +345 Timeline GSK GSK PLC More: the full row for GSK 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: 4,689 shares; 2025Q4: 5,718 shares; 2026Q1: not reported; 2026Q2: 4,888 shares 4,888 $256K 0.02% new Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,371 shares; 2025Q2: 5,285 shares; 2025Q3: 5,406 shares; 2025Q4: 5,947 shares; 2026Q1: 6,858 shares; 2026Q2: 4,878 shares 4,878 $255K 0.02% -1,980 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: 10,971 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,343 shares; 2025Q3: 3,365 shares; 2025Q4: 6,431 shares; 2026Q1: 4,109 shares; 2026Q2: 2,661 shares 2,661 $254K 0.02% -1,448 Timeline IWX 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: 2,415 shares; 2025Q3: 2,415 shares; 2025Q4: 2,415 shares; 2026Q1: 2,415 shares; 2026Q2: 2,415 shares 2,415 $254K 0.02% 0 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 134,061 shares; 2024Q4: 125,546 shares; 2025Q1: 23,918 shares; 2025Q2: not reported; 2025Q3: 45,399 shares; 2025Q4: 44,204 shares; 2026Q1: 44,184 shares; 2026Q2: 9,664 shares 9,664 $253K 0.02% -34,520 Timeline SUSA 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: 1,727 shares; 2025Q1: not reported; 2025Q2: 1,664 shares; 2025Q3: 1,665 shares; 2025Q4: 1,669 shares; 2026Q1: 1,671 shares; 2026Q2: 1,642 shares 1,642 $253K 0.02% -29 Timeline CALF 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: 26,626 shares; 2024Q4: 27,353 shares; 2025Q1: 31,587 shares; 2025Q2: 41,672 shares; 2025Q3: 4,994 shares; 2025Q4: not reported; 2026Q1: 4,474 shares; 2026Q2: 4,994 shares 4,994 $253K 0.02% +520 Timeline SHEL SHELL PLC More: the full row for SHELL 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: 3,008 shares; 2026Q1: 3,508 shares; 2026Q2: 3,246 shares 3,246 $252K 0.02% -262 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 982 shares 982 $251K 0.02% new Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 561 shares; 2024Q4: 612 shares; 2025Q1: 593 shares; 2025Q2: 650 shares; 2025Q3: 460 shares; 2025Q4: 503 shares; 2026Q1: 656 shares; 2026Q2: 960 shares 960 $251K 0.02% +304 Timeline AEE AMEREN CORP More: the full row for AMEREN 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: 2,216 shares 2,216 $250K 0.02% new Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,802 shares; 2024Q4: 2,908 shares; 2025Q1: 1,602 shares; 2025Q2: 2,002 shares; 2025Q3: 1,957 shares; 2025Q4: 1,959 shares; 2026Q1: 2,083 shares; 2026Q2: 1,600 shares 1,600 $250K 0.02% -483 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 662 shares; 2026Q2: 671 shares 671 $248K 0.02% +9 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,856 shares; 2024Q4: 64,048 shares; 2025Q1: 62,880 shares; 2025Q2: 63,760 shares; 2025Q3: 59,335 shares; 2025Q4: 41,283 shares; 2026Q1: 37,105 shares; 2026Q2: 23,625 shares 23,625 $248K 0.02% -13,480 Timeline SLVP 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: 8,020 shares; 2026Q2: 8,020 shares 8,020 $247K 0.02% 0 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS 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: 3,441 shares 3,441 $247K 0.02% new Timeline MCK MCKESSON CORP More: the full row for MCKESSON 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: 344 shares; 2025Q4: 360 shares; 2026Q1: 341 shares; 2026Q2: 327 shares 327 $246K 0.02% -14 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,171 shares; 2024Q4: 5,190 shares; 2025Q1: not reported; 2025Q2: 5,589 shares; 2025Q3: 5,611 shares; 2025Q4: 8,859 shares; 2026Q1: 6,505 shares; 2026Q2: 5,146 shares 5,146 $246K 0.02% -1,359 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,883 shares; 2024Q4: 5,901 shares; 2025Q1: 5,905 shares; 2025Q2: 5,511 shares; 2025Q3: 5,392 shares; 2025Q4: 3,996 shares; 2026Q1: 4,071 shares; 2026Q2: 4,072 shares 4,072 $243K 0.02% +1 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,122 shares 5,122 $243K 0.02% new Timeline FXU FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,111 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,896 shares; 2026Q2: 4,907 shares 4,907 $242K 0.02% +11 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,155 shares 1,155 $241K 0.02% new Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,822 shares; 2025Q1: 1,822 shares; 2025Q2: 1,822 shares; 2025Q3: 1,822 shares; 2025Q4: 1,822 shares; 2026Q1: 1,330 shares; 2026Q2: 1,322 shares 1,322 $239K 0.02% -8 Timeline DFUV 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: 5,965 shares; 2024Q4: 5,965 shares; 2025Q1: 5,965 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,351 shares; 2026Q1: 4,351 shares; 2026Q2: 4,351 shares 4,351 $239K 0.02% 0 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,790 shares; 2025Q3: 1,793 shares; 2025Q4: 1,407 shares; 2026Q1: 1,445 shares; 2026Q2: 1,495 shares 1,495 $239K 0.02% +50 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 773 shares; 2025Q1: 773 shares; 2025Q2: 804 shares; 2025Q3: 802 shares; 2025Q4: 797 shares; 2026Q1: 853 shares; 2026Q2: 842 shares 842 $238K 0.02% -11 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,957 shares 1,957 $238K 0.02% new Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,522 shares; 2025Q3: 4,676 shares; 2025Q4: 4,166 shares; 2026Q1: not reported; 2026Q2: 4,531 shares 4,531 $237K 0.02% new Timeline QVMT 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: 3,391 shares; 2026Q2: 3,391 shares 3,391 $237K 0.02% 0 Timeline