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: 53,139 shares; 2024Q4: 53,465 shares; 2025Q1: 56,471 shares; 2025Q2: 56,917 shares; 2025Q3: 58,345 shares; 2025Q4: 60,755 shares; 2026Q1: 62,036 shares; 2026Q2: 61,708 shares 61,708 $22.8M 9.48% -328 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: 34,788 shares; 2024Q4: 34,984 shares; 2025Q1: 35,535 shares; 2025Q2: 35,432 shares; 2025Q3: 36,159 shares; 2025Q4: 36,550 shares; 2026Q1: 36,448 shares; 2026Q2: 33,547 shares 33,547 $22M 9.13% -2,901 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: 18,940 shares; 2024Q4: 19,347 shares; 2025Q1: 19,914 shares; 2025Q2: 21,006 shares; 2025Q3: 21,819 shares; 2025Q4: 23,011 shares; 2026Q1: 23,222 shares; 2026Q2: 23,461 shares 23,461 $17.3M 7.17% +239 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: 175,935 shares; 2024Q4: 169,302 shares; 2025Q1: 174,858 shares; 2025Q2: 174,141 shares; 2025Q3: 184,294 shares; 2025Q4: 188,050 shares; 2026Q1: 190,637 shares; 2026Q2: 193,183 shares 193,183 $15.7M 6.5% +2,546 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: 116,583 shares; 2024Q4: 114,920 shares; 2025Q1: 115,118 shares; 2025Q2: 115,237 shares; 2025Q3: 117,180 shares; 2025Q4: 118,359 shares; 2026Q1: 119,904 shares; 2026Q2: 120,316 shares 120,316 $10.8M 4.49% +412 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: 39,706 shares; 2024Q4: 40,343 shares; 2025Q1: 40,693 shares; 2025Q2: 41,452 shares; 2025Q3: 43,118 shares; 2025Q4: 42,868 shares; 2026Q1: 43,014 shares; 2026Q2: 43,511 shares 43,511 $10.3M 4.27% +497 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: 28,731 shares; 2024Q4: 28,690 shares; 2025Q1: 28,568 shares; 2025Q2: 28,466 shares; 2025Q3: 28,466 shares; 2025Q4: 28,371 shares; 2026Q1: 28,957 shares; 2026Q2: 29,022 shares 29,022 $8.4M 3.48% +65 Timeline FAD 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: 46,222 shares; 2024Q4: 45,925 shares; 2025Q1: 46,149 shares; 2025Q2: 45,602 shares; 2025Q3: 45,632 shares; 2025Q4: 44,906 shares; 2026Q1: 44,666 shares; 2026Q2: 41,711 shares 41,711 $8.34M 3.46% -2,955 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: 84,348 shares; 2024Q4: 82,064 shares; 2025Q1: 89,799 shares; 2025Q2: 104,738 shares; 2025Q3: 115,968 shares; 2025Q4: 129,543 shares; 2026Q1: 151,766 shares; 2026Q2: 164,890 shares 164,890 $8.34M 3.46% +13,124 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,597 shares; 2024Q4: 8,193 shares; 2025Q1: 8,677 shares; 2025Q2: 9,139 shares; 2025Q3: 9,795 shares; 2025Q4: 10,084 shares; 2026Q1: 10,828 shares; 2026Q2: 10,876 shares 10,876 $8.12M 3.37% +48 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,800 shares; 2025Q3: 6,057 shares; 2025Q4: 48,048 shares; 2026Q1: 45,306 shares; 2026Q2: 44,303 shares 44,303 $6.29M 2.61% -1,003 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: 20,018 shares; 2024Q4: 19,741 shares; 2025Q1: 19,592 shares; 2025Q2: 19,373 shares; 2025Q3: 19,269 shares; 2025Q4: 18,960 shares; 2026Q1: 18,919 shares; 2026Q2: 18,100 shares 18,100 $6.21M 2.57% -819 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: 72,343 shares; 2024Q4: 71,295 shares; 2025Q1: 71,243 shares; 2025Q2: 68,972 shares; 2025Q3: 67,535 shares; 2025Q4: 65,801 shares; 2026Q1: 64,887 shares; 2026Q2: 60,038 shares 60,038 $5.64M 2.34% -4,849 Timeline FJAN 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: 79,500 shares; 2024Q4: 70,398 shares; 2025Q1: 74,962 shares; 2025Q2: 75,970 shares; 2025Q3: 75,808 shares; 2025Q4: 74,803 shares; 2026Q1: 79,110 shares; 2026Q2: 79,135 shares 79,135 $4.36M 1.81% +25 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: 16,784 shares; 2024Q4: 16,506 shares; 2025Q1: 16,535 shares; 2025Q2: 16,238 shares; 2025Q3: 16,237 shares; 2025Q4: 16,059 shares; 2026Q1: 16,059 shares; 2026Q2: 15,320 shares 15,320 $4.06M 1.68% -739 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,609 shares; 2024Q4: 18,845 shares; 2025Q1: 10,965 shares; 2025Q2: 16,195 shares; 2025Q3: 19,865 shares; 2025Q4: 20,211 shares; 2026Q1: 19,526 shares; 2026Q2: 19,647 shares 19,647 $3.93M 1.63% +121 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,943 shares; 2024Q4: 29,450 shares; 2025Q1: 29,441 shares; 2025Q2: 28,165 shares; 2025Q3: 28,155 shares; 2025Q4: 27,730 shares; 2026Q1: 27,336 shares; 2026Q2: 26,431 shares 26,431 $3.56M 1.48% -905 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,455 shares; 2024Q4: 10,049 shares; 2025Q1: 10,002 shares; 2025Q2: 10,002 shares; 2025Q3: 10,020 shares; 2025Q4: 9,972 shares; 2026Q1: 9,663 shares; 2026Q2: 9,621 shares 9,621 $3.22M 1.34% -42 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,056 shares; 2024Q4: 60,723 shares; 2025Q1: 59,446 shares; 2025Q2: 60,383 shares; 2025Q3: 60,508 shares; 2025Q4: 62,620 shares; 2026Q1: 66,699 shares; 2026Q2: 69,488 shares 69,488 $3.18M 1.32% +2,789 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,621 shares; 2024Q4: 45,809 shares; 2025Q1: 43,546 shares; 2025Q2: 29,767 shares; 2025Q3: 29,720 shares; 2025Q4: 58,686 shares; 2026Q1: 55,598 shares; 2026Q2: 46,524 shares 46,524 $3.13M 1.3% -9,074 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: 114,291 shares; 2024Q4: 115,481 shares; 2025Q1: 117,560 shares; 2025Q2: 115,496 shares; 2025Q3: 111,204 shares; 2025Q4: 27,377 shares; 2026Q1: 26,962 shares; 2026Q2: 26,444 shares 26,444 $2.75M 1.14% -518 Timeline FXL 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: 11,118 shares; 2024Q4: 11,118 shares; 2025Q1: 11,118 shares; 2025Q2: 11,118 shares; 2025Q3: 11,118 shares; 2025Q4: 11,118 shares; 2026Q1: 11,118 shares; 2026Q2: 11,118 shares 11,118 $2.42M 1% 0 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,444 shares; 2024Q4: 69,290 shares; 2025Q1: 78,452 shares; 2025Q2: 79,540 shares; 2025Q3: 79,519 shares; 2025Q4: 79,467 shares; 2026Q1: 81,104 shares; 2026Q2: 81,645 shares 81,645 $2.4M 1% +541 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: 5,377 shares; 2024Q4: 5,392 shares; 2025Q1: 5,442 shares; 2025Q2: 5,435 shares; 2025Q3: 5,435 shares; 2025Q4: 5,475 shares; 2026Q1: 5,471 shares; 2026Q2: 5,728 shares 5,728 $2.05M 0.85% +257 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: 7,771 shares; 2024Q4: 7,786 shares; 2025Q1: 7,803 shares; 2025Q2: 7,901 shares; 2025Q3: 7,995 shares; 2025Q4: 8,132 shares; 2026Q1: 8,133 shares; 2026Q2: 8,340 shares 8,340 $1.99M 0.82% +207 Timeline FNOV 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: 34,727 shares; 2024Q4: 33,855 shares; 2025Q1: 33,833 shares; 2025Q2: 33,133 shares; 2025Q3: 32,827 shares; 2025Q4: 32,807 shares; 2026Q1: 32,776 shares; 2026Q2: 32,658 shares 32,658 $1.91M 0.79% -118 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: 891 shares; 2024Q4: 2,280 shares; 2025Q1: 3,161 shares; 2025Q2: 3,335 shares; 2025Q3: 4,654 shares; 2025Q4: 4,880 shares; 2026Q1: 5,358 shares; 2026Q2: 5,298 shares 5,298 $1.81M 0.75% -60 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS 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: 13,130 shares 13,130 $1.8M 0.74% new Timeline FXO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,786 shares; 2024Q4: 34,491 shares; 2025Q1: 34,282 shares; 2025Q2: 33,816 shares; 2025Q3: 33,733 shares; 2025Q4: 33,651 shares; 2026Q1: 32,320 shares; 2026Q2: 28,589 shares 28,589 $1.79M 0.74% -3,731 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 118,693 shares; 2024Q4: 119,191 shares; 2025Q1: 122,615 shares; 2025Q2: 126,685 shares; 2025Q3: 125,018 shares; 2025Q4: 127,102 shares; 2026Q1: 131,437 shares; 2026Q2: 127,711 shares 127,711 $1.54M 0.64% -3,726 Timeline RDVI 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: 11,377 shares; 2024Q4: 11,852 shares; 2025Q1: 29,758 shares; 2025Q2: 33,857 shares; 2025Q3: 34,772 shares; 2025Q4: 41,738 shares; 2026Q1: 46,148 shares; 2026Q2: 50,790 shares 50,790 $1.49M 0.62% +4,642 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,969 shares; 2024Q4: 9,969 shares; 2025Q1: 9,969 shares; 2025Q2: 9,969 shares; 2025Q3: 10,021 shares; 2025Q4: 10,021 shares; 2026Q1: 10,017 shares; 2026Q2: 10,017 shares 10,017 $1.47M 0.61% 0 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: 31,206 shares; 2024Q4: 30,711 shares; 2025Q1: 28,711 shares; 2025Q2: 25,811 shares; 2025Q3: 23,492 shares; 2025Q4: 23,027 shares; 2026Q1: 24,304 shares; 2026Q2: 23,562 shares 23,562 $1.33M 0.55% -742 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: 8,473 shares; 2024Q4: 8,635 shares; 2025Q1: 8,758 shares; 2025Q2: 9,007 shares; 2025Q3: 9,040 shares; 2025Q4: 9,016 shares; 2026Q1: 9,032 shares; 2026Q2: 9,060 shares 9,060 $1.33M 0.55% +28 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: 10,102 shares; 2024Q4: 10,102 shares; 2025Q1: 10,102 shares; 2025Q2: 10,102 shares; 2025Q3: 10,102 shares; 2025Q4: 10,102 shares; 2026Q1: 10,131 shares; 2026Q2: 10,131 shares 10,131 $1.3M 0.54% 0 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: 4,552 shares; 2024Q4: 4,552 shares; 2025Q1: 4,552 shares; 2025Q2: 4,552 shares; 2025Q3: 4,552 shares; 2025Q4: 4,552 shares; 2026Q1: 4,552 shares; 2026Q2: 4,552 shares 4,552 $1.28M 0.53% 0 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: 2,030 shares; 2024Q4: 1,937 shares; 2025Q1: 1,937 shares; 2025Q2: 1,901 shares; 2025Q3: 1,759 shares; 2025Q4: 1,807 shares; 2026Q1: 1,802 shares; 2026Q2: 1,822 shares 1,822 $1.25M 0.52% +20 Timeline TECL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,147 shares; 2024Q4: 5,103 shares; 2025Q1: 5,103 shares; 2025Q2: 5,103 shares; 2025Q3: 5,180 shares; 2025Q4: 5,180 shares; 2026Q1: 5,180 shares; 2026Q2: 5,180 shares 5,180 $1.2M 0.5% 0 Timeline FTSL 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: 10,919 shares; 2024Q4: 9,520 shares; 2025Q1: 12,431 shares; 2025Q2: 17,889 shares; 2025Q3: 22,717 shares; 2025Q4: 25,640 shares; 2026Q1: 26,384 shares; 2026Q2: 25,930 shares 25,930 $1.16M 0.48% -454 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: 954 shares; 2024Q4: 954 shares; 2025Q1: 954 shares; 2025Q2: 954 shares; 2025Q3: 954 shares; 2025Q4: 954 shares; 2026Q1: 958 shares; 2026Q2: 964 shares 964 $1.16M 0.48% +6 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,709 shares; 2024Q4: 6,694 shares; 2025Q1: 6,694 shares; 2025Q2: 6,694 shares; 2025Q3: 6,756 shares; 2025Q4: 6,756 shares; 2026Q1: 6,756 shares; 2026Q2: 6,748 shares 6,748 $1.08M 0.45% -8 Timeline FPEI 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: 20,848 shares; 2024Q4: 20,189 shares; 2025Q1: 30,333 shares; 2025Q2: 29,133 shares; 2025Q3: 37,375 shares; 2025Q4: 44,601 shares; 2026Q1: 48,236 shares; 2026Q2: 55,446 shares 55,446 $1.07M 0.44% +7,210 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: 1,890 shares; 2024Q4: 1,927 shares; 2025Q1: 1,968 shares; 2025Q2: 2,089 shares; 2025Q3: 2,160 shares; 2025Q4: 2,125 shares; 2026Q1: 2,607 shares; 2026Q2: 2,827 shares 2,827 $1.05M 0.44% +220 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,640 shares; 2024Q4: 2,640 shares; 2025Q1: 2,640 shares; 2025Q2: 2,640 shares; 2025Q3: 2,640 shares; 2025Q4: 2,640 shares; 2026Q1: 2,651 shares; 2026Q2: 2,668 shares 2,668 $943K 0.39% +17 Timeline GFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,470 shares; 2025Q2: 25,679 shares; 2025Q3: 25,284 shares; 2025Q4: 22,527 shares; 2026Q1: 22,527 shares; 2026Q2: 20,645 shares 20,645 $909K 0.38% -1,882 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: 736 shares; 2024Q4: 778 shares; 2025Q1: 1,869 shares; 2025Q2: 1,075 shares; 2025Q3: 1,139 shares; 2025Q4: 1,480 shares; 2026Q1: 1,574 shares; 2026Q2: 1,595 shares 1,595 $898K 0.37% +21 Timeline DDM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,139 shares; 2024Q4: 7,575 shares; 2025Q1: 7,511 shares; 2025Q2: 7,433 shares; 2025Q3: 7,277 shares; 2025Q4: 14,502 shares; 2026Q1: 14,324 shares; 2026Q2: 12,589 shares 12,589 $825K 0.34% -1,735 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,012 shares; 2024Q4: 3,012 shares; 2025Q1: 3,012 shares; 2025Q2: 3,012 shares; 2025Q3: 3,012 shares; 2025Q4: 3,012 shares; 2026Q1: 3,233 shares; 2026Q2: 3,233 shares 3,233 $821K 0.34% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,297 shares; 2025Q4: 1,297 shares; 2026Q1: 1,312 shares; 2026Q2: 1,312 shares 1,312 $762K 0.32% 0 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: 7,028 shares; 2024Q4: 7,778 shares; 2025Q1: 7,778 shares; 2025Q2: 7,778 shares; 2025Q3: 7,778 shares; 2025Q4: 7,769 shares; 2026Q1: 7,794 shares; 2026Q2: 8,011 shares 8,011 $722K 0.3% +217 Timeline SOXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,704 shares 2,704 $721K 0.3% new Timeline SPHB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,088 shares; 2024Q4: 4,818 shares; 2025Q1: 4,818 shares; 2025Q2: 4,650 shares; 2025Q3: 4,650 shares; 2025Q4: 4,650 shares; 2026Q1: 4,436 shares; 2026Q2: 4,436 shares 4,436 $690K 0.29% 0 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: 4,940 shares; 2025Q4: 5,715 shares; 2026Q1: 5,715 shares; 2026Q2: 5,775 shares 5,775 $676K 0.28% +60 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: 795 shares; 2024Q4: 795 shares; 2025Q1: 798 shares; 2025Q2: 798 shares; 2025Q3: 979 shares; 2025Q4: 979 shares; 2026Q1: 1,026 shares; 2026Q2: 1,337 shares 1,337 $669K 0.28% +311 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: 7,960 shares; 2024Q4: 7,960 shares; 2025Q1: 7,960 shares; 2025Q2: 7,960 shares; 2025Q3: 7,960 shares; 2025Q4: 7,960 shares; 2026Q1: 8,009 shares; 2026Q2: 8,009 shares 8,009 $651K 0.27% 0 Timeline FJUN 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: 10,525 shares; 2024Q4: 10,509 shares; 2025Q1: 10,509 shares; 2025Q2: 10,509 shares; 2025Q3: 10,509 shares; 2025Q4: 10,509 shares; 2026Q1: 10,509 shares; 2026Q2: 10,509 shares 10,509 $630K 0.26% 0 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: 6,450 shares; 2024Q4: 6,165 shares; 2025Q1: 5,392 shares; 2025Q2: 5,392 shares; 2025Q3: 5,767 shares; 2025Q4: 6,601 shares; 2026Q1: 6,645 shares; 2026Q2: 7,140 shares 7,140 $590K 0.24% +495 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,068 shares; 2025Q1: not reported; 2025Q2: 2,668 shares; 2025Q3: 2,838 shares; 2025Q4: 2,983 shares; 2026Q1: 2,959 shares; 2026Q2: 3,357 shares 3,357 $570K 0.24% +398 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: 1,303 shares; 2024Q4: 1,365 shares; 2025Q1: 1,375 shares; 2025Q2: 1,475 shares; 2025Q3: 1,500 shares; 2025Q4: 1,549 shares; 2026Q1: 1,549 shares; 2026Q2: 1,658 shares 1,658 $543K 0.23% +109 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: 1,498 shares; 2024Q4: 1,497 shares; 2025Q1: 1,510 shares; 2025Q2: 1,510 shares; 2025Q3: 1,510 shares; 2025Q4: 1,491 shares; 2026Q1: 1,496 shares; 2026Q2: 1,496 shares 1,496 $528K 0.22% 0 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: 2,063 shares; 2024Q4: 2,063 shares; 2025Q1: 2,063 shares; 2025Q2: 2,063 shares; 2025Q3: 2,063 shares; 2025Q4: 2,063 shares; 2026Q1: 2,071 shares; 2026Q2: 2,071 shares 2,071 $514K 0.21% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,200 shares; 2026Q2: 10,142 shares 10,142 $505K 0.21% +942 Timeline ROBT FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,424 shares; 2024Q4: 9,424 shares; 2025Q1: 9,424 shares; 2025Q2: 9,424 shares; 2025Q3: 9,424 shares; 2025Q4: 9,374 shares; 2026Q1: 9,139 shares; 2026Q2: 8,918 shares 8,918 $502K 0.21% -221 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: 11,934 shares; 2024Q4: 11,934 shares; 2025Q1: 10,305 shares; 2025Q2: 10,146 shares; 2025Q3: 10,146 shares; 2025Q4: 10,146 shares; 2026Q1: 10,146 shares; 2026Q2: 10,146 shares 10,146 $489K 0.2% 0 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: 2,165 shares; 2024Q4: 2,088 shares; 2025Q1: 2,083 shares; 2025Q2: 2,082 shares; 2025Q3: 1,746 shares; 2025Q4: 1,527 shares; 2026Q1: 1,527 shares; 2026Q2: 1,625 shares 1,625 $488K 0.2% +98 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,199 shares; 2024Q4: 1,197 shares; 2025Q1: 1,198 shares; 2025Q2: 1,223 shares; 2025Q3: 1,248 shares; 2025Q4: 1,330 shares; 2026Q1: 1,353 shares; 2026Q2: 1,414 shares 1,414 $485K 0.2% +61 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: 5,800 shares; 2024Q4: 5,800 shares; 2025Q1: 5,525 shares; 2025Q2: 5,425 shares; 2025Q3: 5,425 shares; 2025Q4: 5,425 shares; 2026Q1: 5,425 shares; 2026Q2: 5,425 shares 5,425 $476K 0.2% 0 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: 6,425 shares; 2024Q4: 5,695 shares; 2025Q1: 5,695 shares; 2025Q2: 5,695 shares; 2025Q3: 5,695 shares; 2025Q4: 5,170 shares; 2026Q1: 5,170 shares; 2026Q2: 5,254 shares 5,254 $476K 0.2% +84 Timeline VCSH 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: 6,463 shares; 2024Q4: 6,093 shares; 2025Q1: 5,551 shares; 2025Q2: 5,506 shares; 2025Q3: 5,452 shares; 2025Q4: 5,240 shares; 2026Q1: 5,059 shares; 2026Q2: 5,659 shares 5,659 $447K 0.19% +600 Timeline USD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,885 shares; 2024Q4: 6,020 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,370 shares; 2025Q4: 4,740 shares; 2026Q1: 4,740 shares; 2026Q2: 4,277 shares 4,277 $446K 0.19% -463 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: 3,759 shares; 2024Q4: 3,759 shares; 2025Q1: 3,779 shares; 2025Q2: 3,779 shares; 2025Q3: 3,779 shares; 2025Q4: 3,779 shares; 2026Q1: 3,779 shares; 2026Q2: 3,779 shares 3,779 $445K 0.18% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,284 shares 7,284 $435K 0.18% new Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 984 shares; 2024Q4: 984 shares; 2025Q1: 1,009 shares; 2025Q2: 1,057 shares; 2025Q3: 1,057 shares; 2025Q4: 1,057 shares; 2026Q1: 1,057 shares; 2026Q2: 1,037 shares 1,037 $422K 0.18% -20 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,699 shares; 2024Q4: 1,699 shares; 2025Q1: 1,699 shares; 2025Q2: 1,699 shares; 2025Q3: 1,699 shares; 2025Q4: 1,699 shares; 2026Q1: 1,699 shares; 2026Q2: 1,699 shares 1,699 $412K 0.17% 0 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: 2,278 shares; 2024Q4: 2,278 shares; 2025Q1: 2,278 shares; 2025Q2: 2,278 shares; 2025Q3: 2,278 shares; 2025Q4: 2,278 shares; 2026Q1: 2,278 shares; 2026Q2: 2,278 shares 2,278 $369K 0.15% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 666 shares; 2025Q4: 759 shares; 2026Q1: 904 shares; 2026Q2: 1,052 shares 1,052 $356K 0.15% +148 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,800 shares; 2025Q4: 6,855 shares; 2026Q1: 6,855 shares; 2026Q2: 6,855 shares 6,855 $350K 0.15% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 303 shares 303 $350K 0.15% new Timeline DAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,987 shares; 2024Q4: 11,980 shares; 2025Q1: 11,977 shares; 2025Q2: 8,303 shares; 2025Q3: 8,300 shares; 2025Q4: 8,300 shares; 2026Q1: 8,300 shares; 2026Q2: 8,300 shares 8,300 $339K 0.14% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,266 shares; 2024Q4: 2,266 shares; 2025Q1: 2,266 shares; 2025Q2: 2,266 shares; 2025Q3: 2,266 shares; 2025Q4: 2,266 shares; 2026Q1: 2,304 shares; 2026Q2: 2,304 shares 2,304 $330K 0.14% 0 Timeline FYC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,583 shares; 2025Q1: not reported; 2025Q2: 2,583 shares; 2025Q3: 2,583 shares; 2025Q4: 2,583 shares; 2026Q1: 2,583 shares; 2026Q2: 2,551 shares 2,551 $325K 0.13% -32 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: 9,469 shares; 2024Q4: 8,012 shares; 2025Q1: 8,012 shares; 2025Q2: 7,610 shares; 2025Q3: 5,656 shares; 2025Q4: 5,294 shares; 2026Q1: 5,222 shares; 2026Q2: 5,222 shares 5,222 $325K 0.13% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,300 shares; 2025Q4: 1,300 shares; 2026Q1: 1,450 shares; 2026Q2: 1,725 shares 1,725 $320K 0.13% +275 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 677 shares; 2024Q4: 677 shares; 2025Q1: 677 shares; 2025Q2: 702 shares; 2025Q3: 702 shares; 2025Q4: 702 shares; 2026Q1: 702 shares; 2026Q2: 702 shares 702 $318K 0.13% 0 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,000 shares; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares; 2026Q1: 18,000 shares; 2026Q2: 18,000 shares 18,000 $313K 0.13% 0 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,255 shares 1,255 $309K 0.13% new Timeline FMAR 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: 8,740 shares; 2024Q4: 6,376 shares; 2025Q1: 6,164 shares; 2025Q2: 6,598 shares; 2025Q3: 5,971 shares; 2025Q4: 5,862 shares; 2026Q1: 5,868 shares; 2026Q2: 5,776 shares 5,776 $302K 0.13% -92 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,647 shares; 2024Q4: 2,639 shares; 2025Q1: 2,639 shares; 2025Q2: 2,639 shares; 2025Q3: 2,639 shares; 2025Q4: 2,639 shares; 2026Q1: 2,639 shares; 2026Q2: 5,278 shares 5,278 $296K 0.12% +2,639 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,065 shares; 2025Q2: 4,065 shares; 2025Q3: 4,065 shares; 2025Q4: 4,065 shares; 2026Q1: 4,817 shares; 2026Q2: 5,518 shares 5,518 $296K 0.12% +701 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,579 shares; 2026Q2: 6,963 shares 6,963 $294K 0.12% +1,384 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 400 shares 400 $289K 0.12% new 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: 6,191 shares; 2024Q4: 6,191 shares; 2025Q1: 6,191 shares; 2025Q2: 6,191 shares; 2025Q3: 6,191 shares; 2025Q4: 6,191 shares; 2026Q1: 6,191 shares; 2026Q2: 6,191 shares 6,191 $289K 0.12% 0 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 624 shares; 2026Q2: 450 shares 450 $288K 0.12% -174 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: 857 shares; 2024Q4: 857 shares; 2025Q1: 857 shares; 2025Q2: 857 shares; 2025Q3: 857 shares; 2025Q4: 857 shares; 2026Q1: 857 shares; 2026Q2: 3,428 shares 3,428 $276K 0.11% +2,571 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 343 shares; 2025Q1: not reported; 2025Q2: 359 shares; 2025Q3: 359 shares; 2025Q4: 359 shares; 2026Q1: 359 shares; 2026Q2: 359 shares 359 $269K 0.11% 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: 992 shares; 2024Q4: 992 shares; 2025Q1: 992 shares; 2025Q2: 992 shares; 2025Q3: 992 shares; 2025Q4: 992 shares; 2026Q1: 992 shares; 2026Q2: 992 shares 992 $268K 0.11% 0 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,644 shares; 2024Q4: 2,644 shares; 2025Q1: 2,644 shares; 2025Q2: 2,644 shares; 2025Q3: 2,644 shares; 2025Q4: 2,644 shares; 2026Q1: 2,244 shares; 2026Q2: 2,244 shares 2,244 $264K 0.11% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 829 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 829 shares; 2025Q3: 829 shares; 2025Q4: 829 shares; 2026Q1: 829 shares; 2026Q2: 829 shares 829 $261K 0.11% 0 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,165 shares; 2025Q4: 5,165 shares; 2026Q1: 5,165 shares; 2026Q2: 5,165 shares 5,165 $261K 0.11% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,550 shares; 2025Q3: 4,250 shares; 2025Q4: 4,250 shares; 2026Q1: 4,410 shares; 2026Q2: 4,410 shares 4,410 $251K 0.1% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,408 shares; 2025Q1: 2,436 shares; 2025Q2: 2,436 shares; 2025Q3: 2,395 shares; 2025Q4: 2,270 shares; 2026Q1: 2,212 shares; 2026Q2: 2,150 shares 2,150 $244K 0.1% -62 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,738 shares 1,738 $243K 0.1% new 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: 2,042 shares; 2025Q2: 2,042 shares; 2025Q3: 2,042 shares; 2025Q4: 2,042 shares; 2026Q1: 2,042 shares; 2026Q2: 2,042 shares 2,042 $238K 0.1% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,315 shares; 2025Q3: 5,315 shares; 2025Q4: 5,315 shares; 2026Q1: 5,315 shares; 2026Q2: 5,315 shares 5,315 $225K 0.09% 0 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 905 shares 905 $215K 0.09% new Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,097 shares; 2025Q4: 3,097 shares; 2026Q1: not reported; 2026Q2: 3,097 shares 3,097 $215K 0.09% new Timeline XLSR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,304 shares 3,304 $214K 0.09% new Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,177 shares 4,177 $204K 0.08% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 386 shares 386 $202K 0.08% new Timeline KIO KKR INCOME OPPORTUNITIES FD More: the full row for KKR INCOME OPPORTUNITIES FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,938 shares; 2024Q4: 12,938 shares; 2025Q1: 12,938 shares; 2025Q2: 12,938 shares; 2025Q3: 12,938 shares; 2025Q4: not reported; 2026Q1: 12,938 shares; 2026Q2: 12,938 shares 12,938 $146K 0.06% 0 Timeline