PIEQ 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: 1,180,267 shares; 2025Q1: 1,180,267 shares; 2025Q2: 2,368,994 shares; 2025Q3: 3,135,239 shares; 2025Q4: 3,724,528 shares; 2026Q1: 4,141,800 shares; 2026Q2: 11,041,875 shares 11,041,875 $396M 4.77% +6,900,075 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: 4,411,268 shares; 2024Q4: 4,366,917 shares; 2025Q1: 4,368,167 shares; 2025Q2: 4,006,418 shares; 2025Q3: 4,379,501 shares; 2025Q4: 4,470,607 shares; 2026Q1: 4,736,954 shares; 2026Q2: 4,823,521 shares 4,823,521 $358M 4.31% +86,567 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: 176,837 shares; 2024Q4: 139,054 shares; 2025Q1: 140,577 shares; 2025Q2: 209,105 shares; 2025Q3: 268,803 shares; 2025Q4: 295,252 shares; 2026Q1: 309,596 shares; 2026Q2: 371,938 shares 371,938 $279M 3.35% +62,342 Timeline LCAP 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: 401,778 shares; 2025Q3: 803,223 shares; 2025Q4: 2,939,281 shares; 2026Q1: 4,819,169 shares; 2026Q2: 5,804,126 shares 5,804,126 $192M 2.32% +984,957 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: 1,297,491 shares; 2024Q4: 1,698,105 shares; 2025Q1: 1,698,988 shares; 2025Q2: 2,247,525 shares; 2025Q3: 2,219,443 shares; 2025Q4: 2,319,425 shares; 2026Q1: 2,536,322 shares; 2026Q2: 2,457,408 shares 2,457,408 $172M 2.07% -78,914 Timeline BCHP 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: 1,777,507 shares; 2024Q4: 1,859,734 shares; 2025Q1: 1,861,102 shares; 2025Q2: 2,614,043 shares; 2025Q3: 3,382,028 shares; 2025Q4: 3,886,459 shares; 2026Q1: 4,254,860 shares; 2026Q2: 4,261,372 shares 4,261,372 $154M 1.86% +6,512 Timeline IG 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: 2,034,094 shares; 2024Q4: 2,137,920 shares; 2025Q1: 2,137,920 shares; 2025Q2: 2,558,134 shares; 2025Q3: 3,108,813 shares; 2025Q4: 4,157,920 shares; 2026Q1: 4,852,973 shares; 2026Q2: 6,438,151 shares 6,438,151 $133M 1.6% +1,585,178 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: 932,801 shares; 2024Q4: 1,011,035 shares; 2025Q1: 1,011,035 shares; 2025Q2: 1,118,621 shares; 2025Q3: 1,137,684 shares; 2025Q4: 1,180,477 shares; 2026Q1: 1,157,612 shares; 2026Q2: 1,209,324 shares 1,209,324 $125M 1.5% +51,712 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: 312,821 shares; 2024Q4: 320,175 shares; 2025Q1: 323,340 shares; 2025Q2: 365,091 shares; 2025Q3: 388,113 shares; 2025Q4: 426,065 shares; 2026Q1: 480,360 shares; 2026Q2: 512,188 shares 512,188 $102M 1.23% +31,828 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: 202,881 shares; 2024Q4: 219,761 shares; 2025Q1: 221,261 shares; 2025Q2: 245,764 shares; 2025Q3: 262,373 shares; 2025Q4: 289,790 shares; 2026Q1: 314,960 shares; 2026Q2: 336,456 shares 336,456 $97.4M 1.17% +21,496 Timeline YLD 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: 731,823 shares; 2024Q4: 849,222 shares; 2025Q1: 849,822 shares; 2025Q2: 1,442,664 shares; 2025Q3: 2,112,828 shares; 2025Q4: 2,872,059 shares; 2026Q1: 3,336,359 shares; 2026Q2: 4,807,872 shares 4,807,872 $91.7M 1.1% +1,471,513 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: 996,327 shares; 2024Q4: 1,042,984 shares; 2025Q1: 1,052,405 shares; 2025Q2: 1,207,095 shares; 2025Q3: 1,311,530 shares; 2025Q4: 1,388,177 shares; 2026Q1: 1,357,568 shares; 2026Q2: 893,305 shares 893,305 $88.4M 1.06% -464,263 Timeline PY 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: 846,030 shares; 2024Q4: 876,530 shares; 2025Q1: 876,755 shares; 2025Q2: 684,709 shares; 2025Q3: 933,336 shares; 2025Q4: 1,157,632 shares; 2026Q1: 1,428,413 shares; 2026Q2: 1,617,997 shares 1,617,997 $87.2M 1.05% +189,584 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: 136,555 shares; 2024Q4: 150,417 shares; 2025Q1: 151,078 shares; 2025Q2: 176,720 shares; 2025Q3: 191,661 shares; 2025Q4: 202,408 shares; 2026Q1: 223,933 shares; 2026Q2: 233,753 shares 233,753 $87.2M 1.05% +9,820 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: 262,102 shares; 2024Q4: 267,627 shares; 2025Q1: 269,503 shares; 2025Q2: 303,233 shares; 2025Q3: 315,536 shares; 2025Q4: 323,352 shares; 2026Q1: 338,859 shares; 2026Q2: 347,640 shares 347,640 $82.9M 1% +8,781 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: 322,535 shares; 2024Q4: 337,046 shares; 2025Q1: 337,046 shares; 2025Q2: 733,140 shares; 2025Q3: 736,567 shares; 2025Q4: 627,649 shares; 2026Q1: 702,083 shares; 2026Q2: 671,256 shares 671,256 $73.9M 0.89% -30,827 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: 707,417 shares; 2024Q4: 802,689 shares; 2025Q1: 802,689 shares; 2025Q2: 999,568 shares; 2025Q3: 933,131 shares; 2025Q4: 833,868 shares; 2026Q1: 866,610 shares; 2026Q2: 838,885 shares 838,885 $73.7M 0.89% -27,725 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: 147,853 shares; 2024Q4: 170,874 shares; 2025Q1: 171,254 shares; 2025Q2: 181,452 shares; 2025Q3: 194,972 shares; 2025Q4: 192,530 shares; 2026Q1: 194,773 shares; 2026Q2: 194,208 shares 194,208 $69.4M 0.84% -565 Timeline APUE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 355,666 shares; 2024Q4: 519,300 shares; 2025Q1: 519,300 shares; 2025Q2: 926,697 shares; 2025Q3: 1,176,065 shares; 2025Q4: 1,301,886 shares; 2026Q1: 1,368,975 shares; 2026Q2: 1,483,929 shares 1,483,929 $68.6M 0.83% +114,954 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: 111,964 shares; 2024Q4: 126,084 shares; 2025Q1: 126,084 shares; 2025Q2: 145,769 shares; 2025Q3: 155,275 shares; 2025Q4: 157,844 shares; 2026Q1: 170,307 shares; 2026Q2: 168,597 shares 168,597 $62.4M 0.75% -1,710 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: 702,848 shares; 2024Q4: 756,943 shares; 2025Q1: 756,943 shares; 2025Q2: 1,197,922 shares; 2025Q3: 1,312,863 shares; 2025Q4: 1,317,711 shares; 2026Q1: 1,445,620 shares; 2026Q2: 1,507,766 shares 1,507,766 $62.1M 0.75% +62,146 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: 160,217 shares; 2024Q4: 165,805 shares; 2025Q1: 165,941 shares; 2025Q2: 178,911 shares; 2025Q3: 175,983 shares; 2025Q4: 179,752 shares; 2026Q1: 182,403 shares; 2026Q2: 147,167 shares 147,167 $60.3M 0.73% -35,236 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: 321,536 shares; 2024Q4: 336,510 shares; 2025Q1: 336,715 shares; 2025Q2: 384,442 shares; 2025Q3: 418,180 shares; 2025Q4: 434,711 shares; 2026Q1: 422,113 shares; 2026Q2: 428,592 shares 428,592 $58.9M 0.71% +6,479 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: 1,076,844 shares; 2024Q4: 1,157,566 shares; 2025Q1: 1,157,566 shares; 2025Q2: 1,088,092 shares; 2025Q3: 1,009,846 shares; 2025Q4: 945,892 shares; 2026Q1: 1,006,889 shares; 2026Q2: 1,266,757 shares 1,266,757 $57.9M 0.7% +259,868 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,257 shares; 2024Q4: 5,868 shares; 2025Q1: 5,874 shares; 2025Q2: 31,324 shares; 2025Q3: 86,652 shares; 2025Q4: 149,048 shares; 2026Q1: 212,930 shares; 2026Q2: 198,769 shares 198,769 $56.8M 0.68% -14,161 Timeline GBND 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,104,041 shares 1,104,041 $55.8M 0.67% new 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: 1,473,731 shares; 2024Q4: 676,062 shares; 2025Q1: 676,722 shares; 2025Q2: 607,789 shares; 2025Q3: 561,976 shares; 2025Q4: 518,847 shares; 2026Q1: 638,337 shares; 2026Q2: 575,931 shares 575,931 $55.6M 0.67% -62,406 Timeline SCHP 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: 39,741 shares; 2024Q4: 1,355,447 shares; 2025Q1: 1,357,885 shares; 2025Q2: 1,413,404 shares; 2025Q3: 1,501,036 shares; 2025Q4: 1,582,458 shares; 2026Q1: 1,949,070 shares; 2026Q2: 1,978,213 shares 1,978,213 $52.4M 0.63% +29,143 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: 211,407 shares; 2024Q4: 213,145 shares; 2025Q1: 213,145 shares; 2025Q2: 242,264 shares; 2025Q3: 251,884 shares; 2025Q4: 255,255 shares; 2026Q1: 278,631 shares; 2026Q2: 355,063 shares 355,063 $50.4M 0.61% +76,432 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: 64,712 shares; 2024Q4: 86,315 shares; 2025Q1: 86,447 shares; 2025Q2: 109,731 shares; 2025Q3: 106,459 shares; 2025Q4: 113,334 shares; 2026Q1: 126,181 shares; 2026Q2: 128,290 shares 128,290 $48.5M 0.58% +2,109 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: 582,908 shares; 2024Q4: 709,247 shares; 2025Q1: 709,753 shares; 2025Q2: 756,255 shares; 2025Q3: 801,214 shares; 2025Q4: 813,736 shares; 2026Q1: 803,495 shares; 2026Q2: 582,315 shares 582,315 $48.2M 0.58% -221,180 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 190,177 shares; 2024Q4: 793,563 shares; 2025Q1: 793,603 shares; 2025Q2: 1,324,545 shares; 2025Q3: 1,279,964 shares; 2025Q4: 1,359,101 shares; 2026Q1: 1,474,680 shares; 2026Q2: 1,417,627 shares 1,417,627 $48M 0.58% -57,053 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,916 shares; 2024Q4: 690,887 shares; 2025Q1: 690,887 shares; 2025Q2: 438,386 shares; 2025Q3: 475,828 shares; 2025Q4: 506,449 shares; 2026Q1: 496,389 shares; 2026Q2: 536,680 shares 536,680 $47.8M 0.58% +40,291 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: 99,755 shares; 2024Q4: 102,609 shares; 2025Q1: 103,361 shares; 2025Q2: 108,948 shares; 2025Q3: 110,698 shares; 2025Q4: 122,239 shares; 2026Q1: 130,477 shares; 2026Q2: 134,297 shares 134,297 $47.5M 0.57% +3,820 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: 137,931 shares; 2024Q4: 140,087 shares; 2025Q1: 140,087 shares; 2025Q2: 304,934 shares; 2025Q3: 348,963 shares; 2025Q4: 306,857 shares; 2026Q1: 254,203 shares; 2026Q2: 231,839 shares 231,839 $43.6M 0.53% -22,364 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: 44,272 shares; 2024Q4: 51,352 shares; 2025Q1: 51,537 shares; 2025Q2: 60,881 shares; 2025Q3: 64,452 shares; 2025Q4: 68,016 shares; 2026Q1: 71,947 shares; 2026Q2: 76,424 shares 76,424 $43M 0.52% +4,477 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: 113,795 shares; 2024Q4: 113,057 shares; 2025Q1: 113,167 shares; 2025Q2: 172,478 shares; 2025Q3: 231,823 shares; 2025Q4: 279,584 shares; 2026Q1: 370,956 shares; 2026Q2: 449,653 shares 449,653 $42.5M 0.51% +78,697 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: 42,708 shares; 2024Q4: 43,628 shares; 2025Q1: 43,663 shares; 2025Q2: 42,362 shares; 2025Q3: 43,860 shares; 2025Q4: 44,534 shares; 2026Q1: 46,772 shares; 2026Q2: 55,842 shares 55,842 $41.1M 0.5% +9,070 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 415,109 shares; 2024Q4: 413,665 shares; 2025Q1: 413,706 shares; 2025Q2: 466,172 shares; 2025Q3: 451,090 shares; 2025Q4: 425,900 shares; 2026Q1: 425,599 shares; 2026Q2: 404,333 shares 404,333 $38.6M 0.46% -21,266 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: 216,333 shares; 2024Q4: 225,773 shares; 2025Q1: 227,468 shares; 2025Q2: 352,428 shares; 2025Q3: 563,417 shares; 2025Q4: 775,899 shares; 2026Q1: 1,303,146 shares; 2026Q2: 1,657,284 shares 1,657,284 $37.8M 0.45% +354,138 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: 364,228 shares; 2024Q4: 448,632 shares; 2025Q1: 450,973 shares; 2025Q2: 491,118 shares; 2025Q3: 493,104 shares; 2025Q4: 486,009 shares; 2026Q1: 498,917 shares; 2026Q2: 495,560 shares 495,560 $35.3M 0.43% -3,357 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: 230,988 shares; 2024Q4: 400,685 shares; 2025Q1: 402,054 shares; 2025Q2: 467,574 shares; 2025Q3: 524,695 shares; 2025Q4: 543,326 shares; 2026Q1: 614,297 shares; 2026Q2: 760,235 shares 760,235 $35.1M 0.42% +145,938 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: 73,045 shares; 2024Q4: 77,193 shares; 2025Q1: 77,523 shares; 2025Q2: 88,215 shares; 2025Q3: 91,968 shares; 2025Q4: 96,932 shares; 2026Q1: 102,594 shares; 2026Q2: 106,584 shares 106,584 $34.9M 0.42% +3,990 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: 73,117 shares; 2024Q4: 75,415 shares; 2025Q1: 75,580 shares; 2025Q2: 83,645 shares; 2025Q3: 75,774 shares; 2025Q4: 76,039 shares; 2026Q1: 70,981 shares; 2026Q2: 72,621 shares 72,621 $34.7M 0.42% +1,640 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: 283,355 shares; 2024Q4: 374,079 shares; 2025Q1: 374,079 shares; 2025Q2: 350,471 shares; 2025Q3: 392,152 shares; 2025Q4: 398,501 shares; 2026Q1: 407,882 shares; 2026Q2: 465,841 shares 465,841 $34.2M 0.41% +57,959 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: 142,304 shares; 2024Q4: 142,957 shares; 2025Q1: 144,176 shares; 2025Q2: 135,372 shares; 2025Q3: 142,587 shares; 2025Q4: 150,849 shares; 2026Q1: 147,560 shares; 2026Q2: 155,650 shares 155,650 $33.9M 0.41% +8,090 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: 66,105 shares; 2024Q4: 136,521 shares; 2025Q1: 136,498 shares; 2025Q2: 269,612 shares; 2025Q3: 319,887 shares; 2025Q4: 408,780 shares; 2026Q1: 427,852 shares; 2026Q2: 481,587 shares 481,587 $32.8M 0.39% +53,735 Timeline GEM 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: 227,140 shares; 2024Q4: 238,464 shares; 2025Q1: 238,464 shares; 2025Q2: 318,162 shares; 2025Q3: 331,224 shares; 2025Q4: 332,219 shares; 2026Q1: 347,331 shares; 2026Q2: 596,572 shares 596,572 $31M 0.37% +249,241 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: 18,145 shares; 2024Q4: 17,767 shares; 2025Q1: 17,767 shares; 2025Q2: 19,872 shares; 2025Q3: 20,217 shares; 2025Q4: 24,143 shares; 2026Q1: 28,295 shares; 2026Q2: 40,728 shares 40,728 $30.4M 0.37% +12,433 Timeline SBAR SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,324 shares; 2025Q3: 87,682 shares; 2025Q4: 437,425 shares; 2026Q1: 910,332 shares; 2026Q2: 1,174,200 shares 1,174,200 $30.1M 0.36% +263,868 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: 65,300 shares; 2024Q4: 68,959 shares; 2025Q1: 69,269 shares; 2025Q2: 75,317 shares; 2025Q3: 77,863 shares; 2025Q4: 74,885 shares; 2026Q1: 80,335 shares; 2026Q2: 87,371 shares 87,371 $30M 0.36% +7,036 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: 295,818 shares; 2024Q4: 327,431 shares; 2025Q1: 328,164 shares; 2025Q2: 268,461 shares; 2025Q3: 264,525 shares; 2025Q4: 361,345 shares; 2026Q1: 396,724 shares; 2026Q2: 199,636 shares 199,636 $29.6M 0.36% -197,088 Timeline APIE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 226,263 shares; 2024Q4: 336,200 shares; 2025Q1: 336,200 shares; 2025Q2: 548,884 shares; 2025Q3: 608,977 shares; 2025Q4: 667,694 shares; 2026Q1: 694,896 shares; 2026Q2: 756,249 shares 756,249 $29.3M 0.35% +61,353 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: 127,004 shares; 2024Q4: 143,452 shares; 2025Q1: 143,556 shares; 2025Q2: 124,400 shares; 2025Q3: 131,894 shares; 2025Q4: 142,012 shares; 2026Q1: 127,933 shares; 2026Q2: 128,927 shares 128,927 $29.3M 0.35% +994 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: 15,189 shares; 2024Q4: 17,851 shares; 2025Q1: 17,907 shares; 2025Q2: 19,148 shares; 2025Q3: 19,450 shares; 2025Q4: 21,305 shares; 2026Q1: 23,156 shares; 2026Q2: 23,901 shares 23,901 $28.7M 0.35% +745 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: 39,519 shares; 2024Q4: 42,440 shares; 2025Q1: 42,729 shares; 2025Q2: 44,867 shares; 2025Q3: 46,708 shares; 2025Q4: 49,202 shares; 2026Q1: 53,557 shares; 2026Q2: 56,135 shares 56,135 $28.1M 0.34% +2,578 Timeline PREF 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: 219,259 shares; 2024Q4: 219,082 shares; 2025Q1: 220,868 shares; 2025Q2: 429,357 shares; 2025Q3: 672,795 shares; 2025Q4: 927,395 shares; 2026Q1: 1,212,564 shares; 2026Q2: 1,419,536 shares 1,419,536 $27.1M 0.33% +206,972 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: 49,519 shares; 2025Q3: 131,222 shares; 2025Q4: 216,892 shares; 2026Q1: 267,902 shares; 2026Q2: 487,559 shares 487,559 $25.7M 0.31% +219,657 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: 19,908 shares; 2024Q4: 17,202 shares; 2025Q1: 17,293 shares; 2025Q2: 13,241 shares; 2025Q3: 14,102 shares; 2025Q4: 14,651 shares; 2026Q1: 18,484 shares; 2026Q2: 22,181 shares 22,181 $25.6M 0.31% +3,697 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: 44,680 shares; 2024Q4: 54,782 shares; 2025Q1: 55,037 shares; 2025Q2: 159,024 shares; 2025Q3: 156,585 shares; 2025Q4: 159,870 shares; 2026Q1: 157,681 shares; 2026Q2: 154,124 shares 154,124 $25.3M 0.3% -3,557 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: 21,911 shares; 2024Q4: 30,842 shares; 2025Q1: 30,844 shares; 2025Q2: 44,706 shares; 2025Q3: 42,346 shares; 2025Q4: 40,746 shares; 2026Q1: 40,925 shares; 2026Q2: 34,855 shares 34,855 $25.2M 0.3% -6,070 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: 135,939 shares; 2024Q4: 131,932 shares; 2025Q1: 133,617 shares; 2025Q2: 172,205 shares; 2025Q3: 186,974 shares; 2025Q4: 220,883 shares; 2026Q1: 263,105 shares; 2026Q2: 317,815 shares 317,815 $25.1M 0.3% +54,710 Timeline VGLT 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: 373,185 shares; 2024Q4: 399,363 shares; 2025Q1: 399,363 shares; 2025Q2: 343,644 shares; 2025Q3: 360,581 shares; 2025Q4: 379,952 shares; 2026Q1: 395,286 shares; 2026Q2: 421,251 shares 421,251 $23.2M 0.28% +25,965 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,439 shares; 2024Q4: 248,852 shares; 2025Q1: 248,852 shares; 2025Q2: 34,560 shares; 2025Q3: 63,348 shares; 2025Q4: 69,627 shares; 2026Q1: 127,717 shares; 2026Q2: 136,140 shares 136,140 $23.2M 0.28% +8,423 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: 168,860 shares; 2024Q4: 195,529 shares; 2025Q1: 195,586 shares; 2025Q2: 261,156 shares; 2025Q3: 292,729 shares; 2025Q4: 246,907 shares; 2026Q1: 237,492 shares; 2026Q2: 287,589 shares 287,589 $23M 0.28% +50,097 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: 33,976 shares; 2024Q4: 59,323 shares; 2025Q1: 59,316 shares; 2025Q2: 88,152 shares; 2025Q3: 87,584 shares; 2025Q4: 108,994 shares; 2026Q1: 110,632 shares; 2026Q2: 100,532 shares 100,532 $22.1M 0.27% -10,100 Timeline APCB TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 183,946 shares; 2024Q4: 279,445 shares; 2025Q1: 279,445 shares; 2025Q2: 478,359 shares; 2025Q3: 598,469 shares; 2025Q4: 648,211 shares; 2026Q1: 659,492 shares; 2026Q2: 725,014 shares 725,014 $21.3M 0.26% +65,522 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: 335,113 shares; 2024Q4: 397,336 shares; 2025Q1: 398,768 shares; 2025Q2: 560,284 shares; 2025Q3: 620,587 shares; 2025Q4: 526,834 shares; 2026Q1: 411,371 shares; 2026Q2: 370,279 shares 370,279 $20.9M 0.25% -41,092 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: 18,310 shares; 2024Q4: 19,242 shares; 2025Q1: 19,310 shares; 2025Q2: 20,827 shares; 2025Q3: 21,520 shares; 2025Q4: 21,191 shares; 2026Q1: 19,442 shares; 2026Q2: 19,564 shares 19,564 $20.8M 0.25% +122 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: 30,657 shares; 2025Q1: 30,707 shares; 2025Q2: 51,218 shares; 2025Q3: 55,475 shares; 2025Q4: 60,252 shares; 2026Q1: 47,086 shares; 2026Q2: 47,326 shares 47,326 $20.5M 0.25% +240 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: 40,851 shares; 2024Q4: 27,858 shares; 2025Q1: 28,074 shares; 2025Q2: 33,076 shares; 2025Q3: 36,337 shares; 2025Q4: 41,361 shares; 2026Q1: 47,087 shares; 2026Q2: 48,304 shares 48,304 $20.3M 0.24% +1,217 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: 27,679 shares; 2024Q4: 24,120 shares; 2025Q1: 24,135 shares; 2025Q2: 19,126 shares; 2025Q3: 19,286 shares; 2025Q4: 23,104 shares; 2026Q1: 32,976 shares; 2026Q2: 33,699 shares 33,699 $19.6M 0.24% +723 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: 20,480 shares; 2024Q4: 22,502 shares; 2025Q1: 22,582 shares; 2025Q2: 31,053 shares; 2025Q3: 32,810 shares; 2025Q4: 33,177 shares; 2026Q1: 29,194 shares; 2026Q2: 29,827 shares 29,827 $19.6M 0.24% +633 Timeline FNDE 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: 333,500 shares; 2024Q4: 354,140 shares; 2025Q1: 354,140 shares; 2025Q2: 468,365 shares; 2025Q3: 436,861 shares; 2025Q4: 475,659 shares; 2026Q1: 513,907 shares; 2026Q2: 490,430 shares 490,430 $19.5M 0.23% -23,477 Timeline FNDX 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: 90,291 shares; 2024Q4: 290,724 shares; 2025Q1: 290,724 shares; 2025Q2: 691,363 shares; 2025Q3: 681,154 shares; 2025Q4: 588,939 shares; 2026Q1: 603,952 shares; 2026Q2: 624,073 shares 624,073 $19.4M 0.23% +20,121 Timeline QYLD 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: 1,052,009 shares; 2024Q4: 1,104,897 shares; 2025Q1: 1,110,269 shares; 2025Q2: 1,042,214 shares; 2025Q3: 988,061 shares; 2025Q4: 1,002,702 shares; 2026Q1: 1,028,435 shares; 2026Q2: 1,040,560 shares 1,040,560 $19.2M 0.23% +12,125 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,461 shares; 2024Q4: 39,572 shares; 2025Q1: 39,572 shares; 2025Q2: 48,092 shares; 2025Q3: 52,467 shares; 2025Q4: 56,201 shares; 2026Q1: 57,682 shares; 2026Q2: 63,260 shares 63,260 $18.9M 0.23% +5,578 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: 196,436 shares; 2024Q4: 227,348 shares; 2025Q1: 227,348 shares; 2025Q2: 272,431 shares; 2025Q3: 240,572 shares; 2025Q4: 296,898 shares; 2026Q1: 357,215 shares; 2026Q2: 379,584 shares 379,584 $18.7M 0.23% +22,369 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: 71,017 shares; 2024Q4: 70,095 shares; 2025Q1: 70,759 shares; 2025Q2: 70,137 shares; 2025Q3: 73,706 shares; 2025Q4: 73,634 shares; 2026Q1: 75,457 shares; 2026Q2: 75,730 shares 75,730 $18.6M 0.22% +273 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: 408,501 shares; 2024Q4: 413,191 shares; 2025Q1: 415,590 shares; 2025Q2: 417,860 shares; 2025Q3: 428,043 shares; 2025Q4: 432,679 shares; 2026Q1: 447,763 shares; 2026Q2: 453,929 shares 453,929 $18.5M 0.22% +6,166 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: 40,959 shares; 2024Q4: 44,571 shares; 2025Q1: 44,571 shares; 2025Q2: 96,831 shares; 2025Q3: 104,222 shares; 2025Q4: 123,005 shares; 2026Q1: 146,725 shares; 2026Q2: 319,166 shares 319,166 $18.4M 0.22% +172,441 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: 27,701 shares; 2024Q4: 30,552 shares; 2025Q1: 30,552 shares; 2025Q2: 28,822 shares; 2025Q3: 30,210 shares; 2025Q4: 29,791 shares; 2026Q1: 32,388 shares; 2026Q2: 35,578 shares 35,578 $18.3M 0.22% +3,190 Timeline GIGB 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: 273,406 shares; 2024Q4: 290,494 shares; 2025Q1: 290,494 shares; 2025Q2: 324,781 shares; 2025Q3: 336,508 shares; 2025Q4: 336,075 shares; 2026Q1: 365,151 shares; 2026Q2: 391,207 shares 391,207 $18M 0.22% +26,056 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: 34,881 shares; 2024Q4: 37,192 shares; 2025Q1: 37,250 shares; 2025Q2: 51,032 shares; 2025Q3: 55,803 shares; 2025Q4: 62,517 shares; 2026Q1: 66,416 shares; 2026Q2: 70,522 shares 70,522 $17.9M 0.22% +4,106 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: 2,972 shares; 2024Q4: 3,747 shares; 2025Q1: 3,747 shares; 2025Q2: 5,535 shares; 2025Q3: 5,764 shares; 2025Q4: 7,226 shares; 2026Q1: 5,633 shares; 2026Q2: 58,969 shares 58,969 $17.8M 0.21% +53,336 Timeline BYRE 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: 221,223 shares; 2024Q4: 232,662 shares; 2025Q1: 232,662 shares; 2025Q2: 324,938 shares; 2025Q3: 452,742 shares; 2025Q4: 573,727 shares; 2026Q1: 639,174 shares; 2026Q2: 649,260 shares 649,260 $17.7M 0.21% +10,086 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: 4,028 shares; 2024Q4: 64,567 shares; 2025Q1: 64,772 shares; 2025Q2: 156,394 shares; 2025Q3: 202,883 shares; 2025Q4: 196,982 shares; 2026Q1: 139,735 shares; 2026Q2: 161,491 shares 161,491 $17.6M 0.21% +21,756 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,477 shares; 2024Q4: 21,414 shares; 2025Q1: 21,436 shares; 2025Q2: 81,707 shares; 2025Q3: 160,957 shares; 2025Q4: 249,855 shares; 2026Q1: 364,570 shares; 2026Q2: 480,364 shares 480,364 $17.4M 0.21% +115,794 Timeline SCHH 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: 425,985 shares; 2024Q4: 438,915 shares; 2025Q1: 443,607 shares; 2025Q2: 493,298 shares; 2025Q3: 589,221 shares; 2025Q4: 638,775 shares; 2026Q1: 680,970 shares; 2026Q2: 733,151 shares 733,151 $17.4M 0.21% +52,181 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,547 shares; 2024Q4: 24,775 shares; 2025Q1: 24,775 shares; 2025Q2: 35,617 shares; 2025Q3: 45,458 shares; 2025Q4: 62,399 shares; 2026Q1: 71,606 shares; 2026Q2: 87,795 shares 87,795 $17.3M 0.21% +16,189 Timeline EWG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 237,199 shares; 2024Q4: 246,828 shares; 2025Q1: 246,828 shares; 2025Q2: 772 shares; 2025Q3: 713 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 415,435 shares 415,435 $17.2M 0.21% new Timeline GGUS 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: 98,749 shares; 2025Q3: 210,808 shares; 2025Q4: 214,241 shares; 2026Q1: 235,630 shares; 2026Q2: 251,058 shares 251,058 $17.1M 0.21% +15,428 Timeline SPLB 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: 62,986 shares; 2024Q4: 80,751 shares; 2025Q1: 99,586 shares; 2025Q2: 141,937 shares; 2025Q3: 145,599 shares; 2025Q4: 159,929 shares; 2026Q1: 496,638 shares; 2026Q2: 763,272 shares 763,272 $17.1M 0.21% +266,634 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 178,214 shares; 2024Q4: 187,832 shares; 2025Q1: 189,385 shares; 2025Q2: 225,079 shares; 2025Q3: 197,882 shares; 2025Q4: 203,709 shares; 2026Q1: 317,052 shares; 2026Q2: 337,031 shares 337,031 $16.9M 0.2% +19,979 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: 189,645 shares; 2024Q4: 219,198 shares; 2025Q1: 219,198 shares; 2025Q2: 267,142 shares; 2025Q3: 244,616 shares; 2025Q4: 291,627 shares; 2026Q1: 335,328 shares; 2026Q2: 375,987 shares 375,987 $16.7M 0.2% +40,659 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: 43,032 shares; 2024Q4: 44,066 shares; 2025Q1: 45,072 shares; 2025Q2: 41,617 shares; 2025Q3: 44,310 shares; 2025Q4: 44,259 shares; 2026Q1: 51,940 shares; 2026Q2: 206,970 shares 206,970 $16.7M 0.2% +155,030 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: 54,715 shares; 2024Q4: 62,753 shares; 2025Q1: 62,753 shares; 2025Q2: 74,127 shares; 2025Q3: 76,547 shares; 2025Q4: 76,062 shares; 2026Q1: 82,184 shares; 2026Q2: 88,956 shares 88,956 $16.1M 0.19% +6,772 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: 3,641 shares; 2024Q4: 12,850 shares; 2025Q1: 12,848 shares; 2025Q2: 76,497 shares; 2025Q3: 18,251 shares; 2025Q4: 12,460 shares; 2026Q1: 26,597 shares; 2026Q2: 46,907 shares 46,907 $16.1M 0.19% +20,310 Timeline PQDI 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: 492,419 shares; 2024Q4: 508,096 shares; 2025Q1: 508,096 shares; 2025Q2: 485,359 shares; 2025Q3: 515,838 shares; 2025Q4: 734,899 shares; 2026Q1: 805,985 shares; 2026Q2: 813,521 shares 813,521 $15.9M 0.19% +7,536 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,035,884 shares; 2024Q4: 1,055,303 shares; 2025Q1: 1,058,660 shares; 2025Q2: 1,134,479 shares; 2025Q3: 1,151,738 shares; 2025Q4: 1,133,857 shares; 2026Q1: 1,120,472 shares; 2026Q2: 1,078,833 shares 1,078,833 $15.7M 0.19% -41,639 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: 206,459 shares; 2024Q4: 217,139 shares; 2025Q1: 218,547 shares; 2025Q2: 229,457 shares; 2025Q3: 242,833 shares; 2025Q4: 248,237 shares; 2026Q1: 256,189 shares; 2026Q2: 262,182 shares 262,182 $15.6M 0.19% +5,993 Timeline GIGL 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 309,189 shares 309,189 $15.6M 0.19% new 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: 86,242 shares; 2024Q4: 91,519 shares; 2025Q1: 91,683 shares; 2025Q2: 100,486 shares; 2025Q3: 105,404 shares; 2025Q4: 109,077 shares; 2026Q1: 109,151 shares; 2026Q2: 113,887 shares 113,887 $15.6M 0.19% +4,736 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: 11,320 shares; 2024Q4: 15,268 shares; 2025Q1: 15,268 shares; 2025Q2: 19,463 shares; 2025Q3: 21,421 shares; 2025Q4: 21,941 shares; 2026Q1: 21,697 shares; 2026Q2: 22,488 shares 22,488 $15.4M 0.19% +791 Timeline CORO 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: 289,171 shares; 2026Q2: 421,483 shares 421,483 $15.4M 0.19% +132,312 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: 337,877 shares; 2024Q4: 257,280 shares; 2025Q1: 257,280 shares; 2025Q2: 243,250 shares; 2025Q3: 289,452 shares; 2025Q4: 394,576 shares; 2026Q1: 385,158 shares; 2026Q2: 457,974 shares 457,974 $15.3M 0.18% +72,816 Timeline EQWL 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: 23,964 shares; 2024Q4: 43,097 shares; 2025Q1: 43,624 shares; 2025Q2: 96,369 shares; 2025Q3: 105,043 shares; 2025Q4: 107,533 shares; 2026Q1: 111,670 shares; 2026Q2: 116,756 shares 116,756 $15.1M 0.18% +5,086 Timeline GSID 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 186,822 shares; 2026Q2: 200,025 shares 200,025 $15M 0.18% +13,203 Timeline CMDY 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: 211,557 shares; 2024Q4: 225,401 shares; 2025Q1: 225,401 shares; 2025Q2: 253,016 shares; 2025Q3: 268,906 shares; 2025Q4: 287,546 shares; 2026Q1: 286,107 shares; 2026Q2: 270,142 shares 270,142 $14.9M 0.18% -15,965 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 114 shares; 2024Q4: 1,789 shares; 2025Q1: 1,789 shares; 2025Q2: 185,403 shares; 2025Q3: 220,170 shares; 2025Q4: 238,138 shares; 2026Q1: 310,594 shares; 2026Q2: 339,551 shares 339,551 $14.9M 0.18% +28,957 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 142,824 shares; 2024Q4: 165,656 shares; 2025Q1: 165,656 shares; 2025Q2: 242,475 shares; 2025Q3: 302,078 shares; 2025Q4: 437,990 shares; 2026Q1: 498,585 shares; 2026Q2: 539,112 shares 539,112 $14.8M 0.18% +40,527 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: 891,373 shares; 2024Q4: 932,737 shares; 2025Q1: 932,737 shares; 2025Q2: 374,999 shares; 2025Q3: 392,451 shares; 2025Q4: 427,435 shares; 2026Q1: 464,406 shares; 2026Q2: 563,852 shares 563,852 $14.8M 0.18% +99,446 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: 121,440 shares; 2024Q4: 152,250 shares; 2025Q1: 152,450 shares; 2025Q2: 213,252 shares; 2025Q3: 265,658 shares; 2025Q4: 296,491 shares; 2026Q1: 328,693 shares; 2026Q2: 348,629 shares 348,629 $14.8M 0.18% +19,936 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: 91,031 shares; 2024Q4: 103,402 shares; 2025Q1: 103,764 shares; 2025Q2: 117,283 shares; 2025Q3: 117,095 shares; 2025Q4: 134,037 shares; 2026Q1: 130,318 shares; 2026Q2: 125,832 shares 125,832 $14.3M 0.17% -4,486 Timeline BUCK SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 754 shares; 2024Q4: 2,889 shares; 2025Q1: 2,889 shares; 2025Q2: 105,606 shares; 2025Q3: 122,208 shares; 2025Q4: 204,192 shares; 2026Q1: 411,536 shares; 2026Q2: 608,397 shares 608,397 $14.2M 0.17% +196,861 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: 34,054 shares; 2024Q4: 40,722 shares; 2025Q1: 40,888 shares; 2025Q2: 91,607 shares; 2025Q3: 80,204 shares; 2025Q4: 85,669 shares; 2026Q1: 90,128 shares; 2026Q2: 100,631 shares 100,631 $14.1M 0.17% +10,503 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: 346,962 shares; 2024Q4: 201 shares; 2025Q1: 201 shares; 2025Q2: 96 shares; 2025Q3: 96 shares; 2025Q4: 220,752 shares; 2026Q1: 183,193 shares; 2026Q2: 131,189 shares 131,189 $13.8M 0.17% -52,004 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 354,662 shares 354,662 $13.7M 0.16% new Timeline FLJP FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 44 shares; 2025Q3: 18 shares; 2025Q4: not reported; 2026Q1: 282,972 shares; 2026Q2: 337,940 shares 337,940 $13.4M 0.16% +54,968 Timeline IDEF 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: 191,256 shares; 2026Q2: 416,843 shares 416,843 $13.2M 0.16% +225,587 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: 10,308 shares; 2024Q4: 162,735 shares; 2025Q1: 162,735 shares; 2025Q2: 17,642 shares; 2025Q3: 109,086 shares; 2025Q4: 67,305 shares; 2026Q1: 62,380 shares; 2026Q2: 45,018 shares 45,018 $13.1M 0.16% -17,362 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: not reported; 2025Q2: not reported; 2025Q3: 264,921 shares; 2025Q4: 378,269 shares; 2026Q1: 442,727 shares; 2026Q2: 496,159 shares 496,159 $12.8M 0.15% +53,432 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: 46,428 shares; 2024Q4: 51,630 shares; 2025Q1: 51,719 shares; 2025Q2: 58,102 shares; 2025Q3: 65,000 shares; 2025Q4: 69,662 shares; 2026Q1: 73,379 shares; 2026Q2: 76,336 shares 76,336 $12.7M 0.15% +2,957 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: 23,726 shares; 2024Q4: 26,354 shares; 2025Q1: 26,354 shares; 2025Q2: 29,866 shares; 2025Q3: 29,447 shares; 2025Q4: 26,239 shares; 2026Q1: 25,449 shares; 2026Q2: 30,333 shares 30,333 $12.6M 0.15% +4,884 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: 128,180 shares; 2024Q4: 133,843 shares; 2025Q1: 133,843 shares; 2025Q2: 143,926 shares; 2025Q3: 152,070 shares; 2025Q4: 135,839 shares; 2026Q1: 137,142 shares; 2026Q2: 135,377 shares 135,377 $12.5M 0.15% -1,765 Timeline JNK 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: 49,017 shares; 2024Q4: 57,532 shares; 2025Q1: 57,532 shares; 2025Q2: 55,713 shares; 2025Q3: 62,926 shares; 2025Q4: 69,580 shares; 2026Q1: 82,381 shares; 2026Q2: 129,523 shares 129,523 $12.5M 0.15% +47,142 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: 43,173 shares; 2024Q4: 46,384 shares; 2025Q1: 47,618 shares; 2025Q2: 34,695 shares; 2025Q3: 36,286 shares; 2025Q4: 37,145 shares; 2026Q1: 36,590 shares; 2026Q2: 40,765 shares 40,765 $12.4M 0.15% +4,175 Timeline HIGH SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 282,114 shares; 2024Q4: 327,452 shares; 2025Q1: 327,452 shares; 2025Q2: 463,219 shares; 2025Q3: 520,839 shares; 2025Q4: 599,795 shares; 2026Q1: 588,013 shares; 2026Q2: 570,535 shares 570,535 $12.3M 0.15% -17,478 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: 51,032 shares; 2024Q4: 63,921 shares; 2025Q1: 64,042 shares; 2025Q2: 99,707 shares; 2025Q3: 104,351 shares; 2025Q4: 113,404 shares; 2026Q1: 112,350 shares; 2026Q2: 104,865 shares 104,865 $12.3M 0.15% -7,485 Timeline BLCV 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: 314,366 shares; 2026Q2: 297,716 shares 297,716 $12.3M 0.15% -16,650 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,344 shares; 2024Q4: 83,957 shares; 2025Q1: 84,057 shares; 2025Q2: 101,668 shares; 2025Q3: 108,865 shares; 2025Q4: 111,992 shares; 2026Q1: 120,420 shares; 2026Q2: 125,110 shares 125,110 $12.3M 0.15% +4,690 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: 47,402 shares; 2024Q4: 63,251 shares; 2025Q1: 63,387 shares; 2025Q2: 74,837 shares; 2025Q3: 77,473 shares; 2025Q4: 88,265 shares; 2026Q1: 85,630 shares; 2026Q2: 113,453 shares 113,453 $12.2M 0.15% +27,823 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: 17,630 shares; 2024Q4: 20,869 shares; 2025Q1: 20,954 shares; 2025Q2: 30,399 shares; 2025Q3: 30,058 shares; 2025Q4: 29,224 shares; 2026Q1: 36,341 shares; 2026Q2: 34,455 shares 34,455 $12.2M 0.15% -1,886 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: 88,597 shares; 2024Q4: 140,172 shares; 2025Q1: 140,573 shares; 2025Q2: 122,456 shares; 2025Q3: 131,299 shares; 2025Q4: 141,052 shares; 2026Q1: 142,235 shares; 2026Q2: 149,402 shares 149,402 $12.1M 0.15% +7,167 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: 15,642 shares; 2024Q4: 697,501 shares; 2025Q1: 697,501 shares; 2025Q2: 227,380 shares; 2025Q3: 254,136 shares; 2025Q4: 267,120 shares; 2026Q1: 22,030 shares; 2026Q2: 100,948 shares 100,948 $12M 0.14% +78,918 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: 105,607 shares; 2024Q4: 110,503 shares; 2025Q1: 111,843 shares; 2025Q2: 137,360 shares; 2025Q3: 155,831 shares; 2025Q4: 171,832 shares; 2026Q1: 178,748 shares; 2026Q2: 179,415 shares 179,415 $11.8M 0.14% +667 Timeline APMU TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 123,845 shares; 2024Q4: 159,095 shares; 2025Q1: 159,095 shares; 2025Q2: 229,836 shares; 2025Q3: 300,469 shares; 2025Q4: 390,984 shares; 2026Q1: 411,841 shares; 2026Q2: 468,687 shares 468,687 $11.7M 0.14% +56,846 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: 30,926 shares; 2024Q4: 39,439 shares; 2025Q1: 39,518 shares; 2025Q2: 52,816 shares; 2025Q3: 54,444 shares; 2025Q4: 63,274 shares; 2026Q1: 63,855 shares; 2026Q2: 61,777 shares 61,777 $11.7M 0.14% -2,078 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: 102,005 shares; 2024Q4: 106,126 shares; 2025Q1: 106,496 shares; 2025Q2: 126,766 shares; 2025Q3: 130,739 shares; 2025Q4: 137,974 shares; 2026Q1: 139,040 shares; 2026Q2: 143,462 shares 143,462 $11.7M 0.14% +4,422 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,369 shares; 2024Q4: 2,933 shares; 2025Q1: 10,384 shares; 2025Q2: 12,007 shares; 2025Q3: 17,126 shares; 2025Q4: 17,346 shares; 2026Q1: 105,011 shares; 2026Q2: 105,857 shares 105,857 $11.4M 0.14% +846 Timeline VCRB 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: 17,866 shares; 2024Q4: 15,488 shares; 2025Q1: 15,488 shares; 2025Q2: 120,292 shares; 2025Q3: 128,706 shares; 2025Q4: 131,430 shares; 2026Q1: 134,993 shares; 2026Q2: 147,365 shares 147,365 $11.4M 0.14% +12,372 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: 165,421 shares; 2024Q4: 178,111 shares; 2025Q1: 178,111 shares; 2025Q2: 181,884 shares; 2025Q3: 148,156 shares; 2025Q4: 151,349 shares; 2026Q1: 163,729 shares; 2026Q2: 147,070 shares 147,070 $11.3M 0.14% -16,659 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,623 shares; 2024Q4: 2,311 shares; 2025Q1: 2,313 shares; 2025Q2: 2,383 shares; 2025Q3: 2,346 shares; 2025Q4: 2,237 shares; 2026Q1: 2,456 shares; 2026Q2: 63,614 shares 63,614 $11.3M 0.14% +61,158 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: 40,442 shares; 2024Q4: 45,690 shares; 2025Q1: 45,740 shares; 2025Q2: 57,871 shares; 2025Q3: 59,351 shares; 2025Q4: 64,569 shares; 2026Q1: 58,517 shares; 2026Q2: 44,899 shares 44,899 $11.3M 0.14% -13,618 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: 7,999 shares; 2024Q4: 9,262 shares; 2025Q1: 9,284 shares; 2025Q2: 11,579 shares; 2025Q3: 12,058 shares; 2025Q4: 11,946 shares; 2026Q1: 11,278 shares; 2026Q2: 12,060 shares 12,060 $11.3M 0.14% +782 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: 16,302 shares; 2024Q4: 11,782 shares; 2025Q1: 11,782 shares; 2025Q2: 177,912 shares; 2025Q3: 184,968 shares; 2025Q4: 194,851 shares; 2026Q1: 202,877 shares; 2026Q2: 224,156 shares 224,156 $11.3M 0.14% +21,279 Timeline EWU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 399,740 shares; 2024Q4: 417,422 shares; 2025Q1: 417,422 shares; 2025Q2: 423,890 shares; 2025Q3: 456,845 shares; 2025Q4: 491,983 shares; 2026Q1: 502,063 shares; 2026Q2: 242,982 shares 242,982 $11.2M 0.13% -259,081 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,111 shares; 2024Q4: 90,837 shares; 2025Q1: 94,525 shares; 2025Q2: 115,486 shares; 2025Q3: 160,864 shares; 2025Q4: 187,596 shares; 2026Q1: 194,438 shares; 2026Q2: 223,933 shares 223,933 $10.8M 0.13% +29,495 Timeline IDHQ 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: 2,398 shares; 2024Q4: 2,300 shares; 2025Q1: 3,000 shares; 2025Q2: 102,408 shares; 2025Q3: 121,974 shares; 2025Q4: 31,908 shares; 2026Q1: 113,830 shares; 2026Q2: 244,324 shares 244,324 $10.7M 0.13% +130,494 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 137,014 shares; 2024Q4: 143,865 shares; 2025Q1: 144,334 shares; 2025Q2: 147,965 shares; 2025Q3: 157,205 shares; 2025Q4: 154,188 shares; 2026Q1: 151,872 shares; 2026Q2: 160,277 shares 160,277 $10.7M 0.13% +8,405 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: 13,670 shares; 2024Q4: 12,957 shares; 2025Q1: 12,957 shares; 2025Q2: 13,450 shares; 2025Q3: 13,504 shares; 2025Q4: 36,876 shares; 2026Q1: 74,030 shares; 2026Q2: 163,583 shares 163,583 $10.6M 0.13% +89,553 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: 100,833 shares; 2024Q4: 113,442 shares; 2025Q1: 113,442 shares; 2025Q2: 129,906 shares; 2025Q3: 130,646 shares; 2025Q4: 147,416 shares; 2026Q1: 133,254 shares; 2026Q2: 127,938 shares 127,938 $10.6M 0.13% -5,316 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: 120,678 shares; 2024Q4: 140,359 shares; 2025Q1: 140,359 shares; 2025Q2: 176,676 shares; 2025Q3: 169,468 shares; 2025Q4: 176,526 shares; 2026Q1: 186,892 shares; 2026Q2: 220,603 shares 220,603 $10.4M 0.13% +33,711 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,284 shares; 2024Q4: 4,588 shares; 2025Q1: 4,588 shares; 2025Q2: 23,181 shares; 2025Q3: 64,981 shares; 2025Q4: 94,354 shares; 2026Q1: 134,619 shares; 2026Q2: 166,094 shares 166,094 $10.3M 0.12% +31,475 Timeline GSSC 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: 77,240 shares; 2024Q4: 80,409 shares; 2025Q1: 80,409 shares; 2025Q2: 90,763 shares; 2025Q3: 95,506 shares; 2025Q4: 97,786 shares; 2026Q1: 106,209 shares; 2026Q2: 112,724 shares 112,724 $10.3M 0.12% +6,515 Timeline AGGH SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 103,655 shares; 2024Q4: 24,942 shares; 2025Q1: 24,942 shares; 2025Q2: 112,846 shares; 2025Q3: 143,055 shares; 2025Q4: 213,832 shares; 2026Q1: 405,197 shares; 2026Q2: 508,212 shares 508,212 $10.3M 0.12% +103,015 Timeline FNDF 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: 142,466 shares; 2024Q4: 156,347 shares; 2025Q1: 156,464 shares; 2025Q2: 163,065 shares; 2025Q3: 168,834 shares; 2025Q4: 186,582 shares; 2026Q1: 229,178 shares; 2026Q2: 193,524 shares 193,524 $10.2M 0.12% -35,654 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: 95,820 shares; 2024Q4: 91,082 shares; 2025Q1: 93,319 shares; 2025Q2: 88,181 shares; 2025Q3: 89,691 shares; 2025Q4: 88,242 shares; 2026Q1: 103,483 shares; 2026Q2: 105,628 shares 105,628 $10.2M 0.12% +2,145 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 161,689 shares; 2025Q4: 211,433 shares; 2026Q1: 248,519 shares; 2026Q2: 287,045 shares 287,045 $10.1M 0.12% +38,526 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 119,248 shares; 2024Q4: 112,794 shares; 2025Q1: 114,928 shares; 2025Q2: 112,647 shares; 2025Q3: 116,116 shares; 2025Q4: 113,406 shares; 2026Q1: 115,595 shares; 2026Q2: 114,028 shares 114,028 $10M 0.12% -1,567 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: 29,042 shares; 2024Q4: 35,098 shares; 2025Q1: 35,098 shares; 2025Q2: 46,853 shares; 2025Q3: 51,144 shares; 2025Q4: 60,498 shares; 2026Q1: 65,866 shares; 2026Q2: 65,791 shares 65,791 $9.97M 0.12% -75 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: 6,346 shares; 2024Q4: 8,046 shares; 2025Q1: 8,046 shares; 2025Q2: 10,144 shares; 2025Q3: 9,918 shares; 2025Q4: 11,032 shares; 2026Q1: 10,316 shares; 2026Q2: 9,803 shares 9,803 $9.91M 0.12% -513 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: 7,333 shares; 2024Q4: 8,342 shares; 2025Q1: 8,407 shares; 2025Q2: 9,226 shares; 2025Q3: 9,716 shares; 2025Q4: 96,571 shares; 2026Q1: 105,564 shares; 2026Q2: 138,632 shares 138,632 $9.9M 0.12% +33,068 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: 40,923 shares; 2024Q4: 41,371 shares; 2025Q1: 41,546 shares; 2025Q2: 47,399 shares; 2025Q3: 61,183 shares; 2025Q4: 60,965 shares; 2026Q1: 59,993 shares; 2026Q2: 61,020 shares 61,020 $9.64M 0.12% +1,027 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: 2,510 shares; 2024Q4: 3,121 shares; 2025Q1: 3,122 shares; 2025Q2: 3,252 shares; 2025Q3: 3,539 shares; 2025Q4: 4,465 shares; 2026Q1: 4,092 shares; 2026Q2: 4,828 shares 4,828 $9.61M 0.12% +736 Timeline GARP 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: 11,905 shares; 2025Q3: 85,156 shares; 2025Q4: 99,458 shares; 2026Q1: 102,971 shares; 2026Q2: 113,680 shares 113,680 $9.38M 0.11% +10,709 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: 52,298 shares; 2024Q4: 50,070 shares; 2025Q1: 50,120 shares; 2025Q2: 41,452 shares; 2025Q3: 47,246 shares; 2025Q4: 56,475 shares; 2026Q1: 72,670 shares; 2026Q2: 72,897 shares 72,897 $9.37M 0.11% +227 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,035 shares; 2024Q4: 75,976 shares; 2025Q1: 75,976 shares; 2025Q2: 120,784 shares; 2025Q3: 176,578 shares; 2025Q4: 188,510 shares; 2026Q1: 198,983 shares; 2026Q2: 216,768 shares 216,768 $9.35M 0.11% +17,785 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: 22,192 shares; 2024Q4: 26,328 shares; 2025Q1: 26,328 shares; 2025Q2: 38,800 shares; 2025Q3: 39,375 shares; 2025Q4: 44,550 shares; 2026Q1: 46,954 shares; 2026Q2: 44,097 shares 44,097 $9.22M 0.11% -2,857 Timeline CDX SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,036 shares; 2024Q4: 2,036 shares; 2025Q1: 2,036 shares; 2025Q2: 43,158 shares; 2025Q3: 110,359 shares; 2025Q4: 226,433 shares; 2026Q1: 378,392 shares; 2026Q2: 432,404 shares 432,404 $9.13M 0.11% +54,012 Timeline PSET 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: 272,169 shares; 2024Q4: 277,335 shares; 2025Q1: 277,535 shares; 2025Q2: 390,157 shares; 2025Q3: 367,369 shares; 2025Q4: 122,263 shares; 2026Q1: 125,745 shares; 2026Q2: 120,430 shares 120,430 $9.13M 0.11% -5,315 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: 10,886 shares; 2024Q4: 17,093 shares; 2025Q1: 17,093 shares; 2025Q2: 19,683 shares; 2025Q3: 20,530 shares; 2025Q4: 20,799 shares; 2026Q1: 21,094 shares; 2026Q2: 23,800 shares 23,800 $8.89M 0.11% +2,706 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: 155,678 shares; 2026Q2: 175,876 shares 175,876 $8.86M 0.11% +20,198 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: 25,715 shares; 2024Q4: 23,788 shares; 2025Q1: 103,004 shares; 2025Q2: 21,939 shares; 2025Q3: 22,595 shares; 2025Q4: 24,270 shares; 2026Q1: 31,934 shares; 2026Q2: 65,051 shares 65,051 $8.81M 0.11% +33,117 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: 58,362 shares; 2024Q4: 72,058 shares; 2025Q1: 72,172 shares; 2025Q2: 67,132 shares; 2025Q3: 83,725 shares; 2025Q4: 89,856 shares; 2026Q1: 97,631 shares; 2026Q2: 113,043 shares 113,043 $8.81M 0.11% +15,412 Timeline ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 530,957 shares; 2024Q4: 553,448 shares; 2025Q1: 557,451 shares; 2025Q2: 629,276 shares; 2025Q3: 652,755 shares; 2025Q4: 643,122 shares; 2026Q1: 615,740 shares; 2026Q2: 591,357 shares 591,357 $8.8M 0.11% -24,383 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: 35,596 shares; 2024Q4: 39,776 shares; 2025Q1: 39,872 shares; 2025Q2: 48,217 shares; 2025Q3: 46,944 shares; 2025Q4: 47,637 shares; 2026Q1: 56,105 shares; 2026Q2: 47,251 shares 47,251 $8.73M 0.11% -8,854 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: 96,930 shares; 2024Q4: 110,544 shares; 2025Q1: 110,644 shares; 2025Q2: 136,711 shares; 2025Q3: 143,720 shares; 2025Q4: 159,833 shares; 2026Q1: 142,687 shares; 2026Q2: 152,562 shares 152,562 $8.69M 0.1% +9,875 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: 13,771 shares; 2024Q4: 15,524 shares; 2025Q1: 15,524 shares; 2025Q2: 19,114 shares; 2025Q3: 20,897 shares; 2025Q4: 23,486 shares; 2026Q1: 27,143 shares; 2026Q2: 25,634 shares 25,634 $8.67M 0.1% -1,509 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: 9,623 shares; 2024Q4: 10,268 shares; 2025Q1: 10,301 shares; 2025Q2: 13,125 shares; 2025Q3: 15,481 shares; 2025Q4: 17,792 shares; 2026Q1: 20,189 shares; 2026Q2: 23,536 shares 23,536 $8.67M 0.1% +3,347 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: 5,161 shares; 2024Q4: 4,795 shares; 2025Q1: 4,795 shares; 2025Q2: 4,058 shares; 2025Q3: 4,349 shares; 2025Q4: 4,869 shares; 2026Q1: 12,099 shares; 2026Q2: 36,386 shares 36,386 $8.61M 0.1% +24,287 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: 5,445 shares; 2024Q4: 5,384 shares; 2025Q1: 5,384 shares; 2025Q2: 305,342 shares; 2025Q3: 289,887 shares; 2025Q4: 270,747 shares; 2026Q1: 281,685 shares; 2026Q2: 289,620 shares 289,620 $8.51M 0.1% +7,935 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: 84,408 shares; 2024Q4: 99,987 shares; 2025Q1: 99,987 shares; 2025Q2: 190,592 shares; 2025Q3: 214,913 shares; 2025Q4: 216,058 shares; 2026Q1: 239,679 shares; 2026Q2: 232,928 shares 232,928 $8.51M 0.1% -6,751 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: 15,899 shares; 2024Q4: 18,374 shares; 2025Q1: 18,374 shares; 2025Q2: 20,335 shares; 2025Q3: 21,800 shares; 2025Q4: 18,849 shares; 2026Q1: 20,959 shares; 2026Q2: 21,134 shares 21,134 $8.17M 0.1% +175 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: 192,255 shares; 2024Q4: 28,328 shares; 2025Q1: 28,660 shares; 2025Q2: 41,828 shares; 2025Q3: 42,829 shares; 2025Q4: 44,769 shares; 2026Q1: 47,438 shares; 2026Q2: 298,144 shares 298,144 $8.17M 0.1% +250,706 Timeline XV SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,346 shares; 2025Q4: 79,106 shares; 2026Q1: 229,514 shares; 2026Q2: 328,521 shares 328,521 $8.14M 0.1% +99,007 Timeline SDIV 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: 285 shares; 2024Q4: 3,515 shares; 2025Q1: 3,515 shares; 2025Q2: 87,453 shares; 2025Q3: 185,466 shares; 2025Q4: 275,101 shares; 2026Q1: 330,082 shares; 2026Q2: 332,794 shares 332,794 $8.13M 0.1% +2,712 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: 14,067 shares; 2024Q4: 14,936 shares; 2025Q1: 14,967 shares; 2025Q2: 16,670 shares; 2025Q3: 17,029 shares; 2025Q4: 24,287 shares; 2026Q1: 24,842 shares; 2026Q2: 29,459 shares 29,459 $8.01M 0.1% +4,617 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: 14,462 shares; 2024Q4: 16,849 shares; 2025Q1: 16,856 shares; 2025Q2: 22,454 shares; 2025Q3: 20,602 shares; 2025Q4: 21,710 shares; 2026Q1: 24,510 shares; 2026Q2: 26,875 shares 26,875 $8.01M 0.1% +2,365 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: 1,298 shares; 2024Q4: 1,322 shares; 2025Q1: 1,322 shares; 2025Q2: 3,544 shares; 2025Q3: 6,804 shares; 2025Q4: 8,712 shares; 2026Q1: 12,680 shares; 2026Q2: 12,508 shares 12,508 $7.99M 0.1% -172 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 347,263 shares; 2024Q4: 63,237 shares; 2025Q1: 63,512 shares; 2025Q2: 65,913 shares; 2025Q3: 69,547 shares; 2025Q4: 71,860 shares; 2026Q1: 69,063 shares; 2026Q2: 72,433 shares 72,433 $7.93M 0.1% +3,370 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,862 shares; 2024Q4: 7,062 shares; 2025Q1: 7,062 shares; 2025Q2: 7,117 shares; 2025Q3: 7,078 shares; 2025Q4: 5,438 shares; 2026Q1: 154,675 shares; 2026Q2: 156,815 shares 156,815 $7.92M 0.1% +2,140 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,802 shares; 2024Q4: 54,635 shares; 2025Q1: 54,635 shares; 2025Q2: 79,066 shares; 2025Q3: 90,246 shares; 2025Q4: 91,651 shares; 2026Q1: 118,715 shares; 2026Q2: 155,996 shares 155,996 $7.9M 0.1% +37,281 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: 39,730 shares; 2024Q4: 44,681 shares; 2025Q1: 44,681 shares; 2025Q2: 59,386 shares; 2025Q3: 55,642 shares; 2025Q4: 60,856 shares; 2026Q1: 57,996 shares; 2026Q2: 55,851 shares 55,851 $7.82M 0.09% -2,145 Timeline NOCT 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: 3,887 shares; 2024Q4: 65,944 shares; 2025Q1: 65,944 shares; 2025Q2: 64,650 shares; 2025Q3: 64,401 shares; 2025Q4: 74,250 shares; 2026Q1: 74,681 shares; 2026Q2: 124,009 shares 124,009 $7.75M 0.09% +49,328 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: 115,852 shares; 2024Q4: 119,105 shares; 2025Q1: 119,105 shares; 2025Q2: 131,930 shares; 2025Q3: 129,798 shares; 2025Q4: 131,932 shares; 2026Q1: 139,937 shares; 2026Q2: 152,584 shares 152,584 $7.72M 0.09% +12,647 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: 38,273 shares; 2024Q4: 35,495 shares; 2025Q1: 35,495 shares; 2025Q2: 10,318 shares; 2025Q3: 12,147 shares; 2025Q4: 32,662 shares; 2026Q1: 64,004 shares; 2026Q2: 148,579 shares 148,579 $7.69M 0.09% +84,575 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: 23,169 shares; 2024Q4: 54,704 shares; 2025Q1: 54,704 shares; 2025Q2: 277,649 shares; 2025Q3: 374,473 shares; 2025Q4: 375,218 shares; 2026Q1: 493,235 shares; 2026Q2: 189,204 shares 189,204 $7.68M 0.09% -304,031 Timeline GSC 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 110,713 shares 110,713 $7.66M 0.09% new Timeline VIOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,417 shares; 2024Q4: 29,959 shares; 2025Q1: 30,000 shares; 2025Q2: 32,983 shares; 2025Q3: 29,598 shares; 2025Q4: 31,097 shares; 2026Q1: 47,783 shares; 2026Q2: 49,852 shares 49,852 $7.65M 0.09% +2,069 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: 36,790 shares; 2025Q1: 36,790 shares; 2025Q2: 47,206 shares; 2025Q3: 43,549 shares; 2025Q4: 45,551 shares; 2026Q1: 47,204 shares; 2026Q2: 44,939 shares 44,939 $7.63M 0.09% -2,265 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,825 shares; 2024Q4: 13,153 shares; 2025Q1: 13,153 shares; 2025Q2: 17,179 shares; 2025Q3: 52,173 shares; 2025Q4: 85,778 shares; 2026Q1: 122,306 shares; 2026Q2: 166,031 shares 166,031 $7.55M 0.09% +43,725 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,960 shares; 2024Q4: 16,823 shares; 2025Q1: 16,839 shares; 2025Q2: 84,375 shares; 2025Q3: 216,285 shares; 2025Q4: 256,853 shares; 2026Q1: 154,142 shares; 2026Q2: 187,919 shares 187,919 $7.54M 0.09% +33,777 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: 123,059 shares; 2024Q4: 135,060 shares; 2025Q1: 135,279 shares; 2025Q2: 139,689 shares; 2025Q3: 148,175 shares; 2025Q4: 160,922 shares; 2026Q1: 175,499 shares; 2026Q2: 176,466 shares 176,466 $7.47M 0.09% +967 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,337 shares; 2024Q4: 3,631 shares; 2025Q1: 3,637 shares; 2025Q2: 4,002 shares; 2025Q3: 4,581 shares; 2025Q4: 4,589 shares; 2026Q1: 4,628 shares; 2026Q2: 5,442 shares 5,442 $7.25M 0.09% +814 Timeline GTIP 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: 91,785 shares; 2024Q4: 98,943 shares; 2025Q1: 98,943 shares; 2025Q2: 111,381 shares; 2025Q3: 119,257 shares; 2025Q4: 123,775 shares; 2026Q1: 136,786 shares; 2026Q2: 148,308 shares 148,308 $7.24M 0.09% +11,522 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: 1,467 shares; 2024Q4: 1,892 shares; 2025Q1: 1,892 shares; 2025Q2: 2,968 shares; 2025Q3: 2,650 shares; 2025Q4: 3,396 shares; 2026Q1: 4,964 shares; 2026Q2: 6,160 shares 6,160 $7.24M 0.09% +1,196 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: 15,627 shares; 2024Q4: 17,573 shares; 2025Q1: 17,573 shares; 2025Q2: 21,724 shares; 2025Q3: 23,089 shares; 2025Q4: 25,456 shares; 2026Q1: 26,967 shares; 2026Q2: 25,656 shares 25,656 $7.21M 0.09% -1,311 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,560 shares; 2024Q4: 49,323 shares; 2025Q1: 50,631 shares; 2025Q2: 73,195 shares; 2025Q3: 107,315 shares; 2025Q4: 123,697 shares; 2026Q1: 123,893 shares; 2026Q2: 119,320 shares 119,320 $7.19M 0.09% -4,573 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: 8,813 shares; 2024Q4: 8,557 shares; 2025Q1: 8,557 shares; 2025Q2: 7,263 shares; 2025Q3: 7,766 shares; 2025Q4: 7,904 shares; 2026Q1: 7,703 shares; 2026Q2: 81,613 shares 81,613 $7.03M 0.08% +73,910 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: 13,501 shares; 2024Q4: 13,612 shares; 2025Q1: 13,612 shares; 2025Q2: 16,013 shares; 2025Q3: 16,419 shares; 2025Q4: 17,665 shares; 2026Q1: 18,963 shares; 2026Q2: 19,357 shares 19,357 $7.01M 0.08% +394 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: 7,993 shares; 2024Q4: 9,508 shares; 2025Q1: 9,508 shares; 2025Q2: 11,964 shares; 2025Q3: 12,504 shares; 2025Q4: 12,546 shares; 2026Q1: 14,351 shares; 2026Q2: 13,506 shares 13,506 $7.01M 0.08% -845 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: 4,956 shares; 2024Q4: 4,759 shares; 2025Q1: 4,759 shares; 2025Q2: 7,056 shares; 2025Q3: 6,370 shares; 2025Q4: 7,433 shares; 2026Q1: 8,172 shares; 2026Q2: 7,163 shares 7,163 $7.01M 0.08% -1,009 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,274 shares; 2024Q4: 13,864 shares; 2025Q1: 13,925 shares; 2025Q2: 17,085 shares; 2025Q3: 15,358 shares; 2025Q4: 17,988 shares; 2026Q1: 20,687 shares; 2026Q2: 20,512 shares 20,512 $6.99M 0.08% -175 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: 63,057 shares; 2024Q4: 10,490 shares; 2025Q1: 10,490 shares; 2025Q2: 42,990 shares; 2025Q3: 56,754 shares; 2025Q4: 65,740 shares; 2026Q1: 65,290 shares; 2026Q2: 69,375 shares 69,375 $6.96M 0.08% +4,085 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: 8,292 shares; 2024Q4: 9,058 shares; 2025Q1: 9,058 shares; 2025Q2: 10,372 shares; 2025Q3: 8,384 shares; 2025Q4: 9,182 shares; 2026Q1: 12,642 shares; 2026Q2: 13,795 shares 13,795 $6.92M 0.08% +1,153 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: 29,048 shares; 2024Q4: 111,007 shares; 2025Q1: 111,007 shares; 2025Q2: 152,722 shares; 2025Q3: 70,669 shares; 2025Q4: 83,160 shares; 2026Q1: 94,288 shares; 2026Q2: 111,963 shares 111,963 $6.88M 0.08% +17,675 Timeline CII BLACKROCK ENHANCED LARGE CAP More: the full row for BLACKROCK ENHANCED LARGE CAP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 319,029 shares; 2024Q4: 288,548 shares; 2025Q1: 288,548 shares; 2025Q2: 287,050 shares; 2025Q3: 279,467 shares; 2025Q4: 240,887 shares; 2026Q1: 267,616 shares; 2026Q2: 261,662 shares 261,662 $6.84M 0.08% -5,954 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,812 shares; 2024Q4: 95,023 shares; 2025Q1: 95,023 shares; 2025Q2: 114,070 shares; 2025Q3: 130,631 shares; 2025Q4: 127,420 shares; 2026Q1: 134,983 shares; 2026Q2: 141,607 shares 141,607 $6.83M 0.08% +6,624 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92,036 shares; 2024Q4: 84,458 shares; 2025Q1: 84,521 shares; 2025Q2: 47,282 shares; 2025Q3: 46,471 shares; 2025Q4: 42,940 shares; 2026Q1: 44,120 shares; 2026Q2: 43,690 shares 43,690 $6.74M 0.08% -430 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: 6,641 shares; 2024Q4: 9,425 shares; 2025Q1: 9,425 shares; 2025Q2: 11,308 shares; 2025Q3: 10,244 shares; 2025Q4: 10,838 shares; 2026Q1: 12,338 shares; 2026Q2: 73,948 shares 73,948 $6.7M 0.08% +61,610 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: 34,792 shares; 2024Q4: 40,050 shares; 2025Q1: 40,132 shares; 2025Q2: 44,839 shares; 2025Q3: 50,829 shares; 2025Q4: 54,941 shares; 2026Q1: 56,461 shares; 2026Q2: 52,886 shares 52,886 $6.69M 0.08% -3,575 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: 85,925 shares; 2024Q4: 85,773 shares; 2025Q1: 85,773 shares; 2025Q2: 85,325 shares; 2025Q3: 126,031 shares; 2025Q4: 125,387 shares; 2026Q1: 125,073 shares; 2026Q2: 135,415 shares 135,415 $6.61M 0.08% +10,342 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: 15,579 shares; 2024Q4: 16,188 shares; 2025Q1: 16,188 shares; 2025Q2: 15,077 shares; 2025Q3: 19,457 shares; 2025Q4: 54,891 shares; 2026Q1: 88,356 shares; 2026Q2: 130,637 shares 130,637 $6.58M 0.08% +42,281 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: 56,562 shares; 2024Q4: 55,378 shares; 2025Q1: 55,383 shares; 2025Q2: 46,013 shares; 2025Q3: 52,081 shares; 2025Q4: 56,675 shares; 2026Q1: 63,194 shares; 2026Q2: 55,917 shares 55,917 $6.52M 0.08% -7,277 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 18,022 shares; 2025Q3: 104,102 shares; 2025Q4: 113,715 shares; 2026Q1: 118,860 shares; 2026Q2: 127,959 shares 127,959 $6.49M 0.08% +9,099 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: 52 shares; 2024Q4: 1,636 shares; 2025Q1: 1,636 shares; 2025Q2: 5,754 shares; 2025Q3: 20,863 shares; 2025Q4: 16,810 shares; 2026Q1: 17,588 shares; 2026Q2: 55,672 shares 55,672 $6.46M 0.08% +38,084 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,356 shares; 2024Q4: 127,414 shares; 2025Q1: 127,414 shares; 2025Q2: 124,690 shares; 2025Q3: 123,814 shares; 2025Q4: 63,504 shares; 2026Q1: 63,137 shares; 2026Q2: 138,564 shares 138,564 $6.43M 0.08% +75,427 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: 28,627 shares; 2024Q4: 32,664 shares; 2025Q1: 32,878 shares; 2025Q2: 36,600 shares; 2025Q3: 37,016 shares; 2025Q4: 41,712 shares; 2026Q1: 44,240 shares; 2026Q2: 43,722 shares 43,722 $6.41M 0.08% -518 Timeline FOXY SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 275 shares; 2025Q3: 275 shares; 2025Q4: not reported; 2026Q1: 146,122 shares; 2026Q2: 213,835 shares 213,835 $6.37M 0.08% +67,713 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: 30,501 shares; 2026Q2: 33,467 shares 33,467 $6.35M 0.08% +2,966 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: 35,519 shares; 2024Q4: 39,841 shares; 2025Q1: 39,841 shares; 2025Q2: 60,905 shares; 2025Q3: 49,599 shares; 2025Q4: 44,102 shares; 2026Q1: 43,156 shares; 2026Q2: 43,235 shares 43,235 $6.34M 0.08% +79 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: 554 shares; 2024Q4: 667 shares; 2025Q1: 667 shares; 2025Q2: 7,408 shares; 2025Q3: 6,560 shares; 2025Q4: 6,546 shares; 2026Q1: 7,357 shares; 2026Q2: 52,881 shares 52,881 $6.32M 0.08% +45,524 Timeline MCHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 146,243 shares; 2024Q4: 145,148 shares; 2025Q1: 145,148 shares; 2025Q2: 10,782 shares; 2025Q3: 11,132 shares; 2025Q4: 8,616 shares; 2026Q1: 9,806 shares; 2026Q2: 123,683 shares 123,683 $6.31M 0.08% +113,877 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 110,321 shares; 2024Q4: 99,447 shares; 2025Q1: 100,568 shares; 2025Q2: 62,435 shares; 2025Q3: 62,817 shares; 2025Q4: 66,589 shares; 2026Q1: 72,416 shares; 2026Q2: 73,646 shares 73,646 $6.31M 0.08% +1,230 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: 6,212 shares; 2024Q4: 9,023 shares; 2025Q1: 9,048 shares; 2025Q2: 13,019 shares; 2025Q3: 13,121 shares; 2025Q4: 14,635 shares; 2026Q1: 17,070 shares; 2026Q2: 20,806 shares 20,806 $6.3M 0.08% +3,736 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,012 shares; 2024Q4: 62,103 shares; 2025Q1: 62,103 shares; 2025Q2: 62,955 shares; 2025Q3: 62,981 shares; 2025Q4: 71,603 shares; 2026Q1: 115,684 shares; 2026Q2: 125,917 shares 125,917 $6.23M 0.08% +10,233 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,165 shares; 2024Q4: 68,528 shares; 2025Q1: 68,528 shares; 2025Q2: 72,589 shares; 2025Q3: 84,029 shares; 2025Q4: 130,178 shares; 2026Q1: 137,252 shares; 2026Q2: 146,164 shares 146,164 $6.23M 0.07% +8,912 Timeline KOCT 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: 7,177 shares; 2024Q4: 8,451 shares; 2025Q1: 8,451 shares; 2025Q2: 7,247 shares; 2025Q3: 7,247 shares; 2025Q4: 167,161 shares; 2026Q1: 166,700 shares; 2026Q2: 166,573 shares 166,573 $6.22M 0.07% -127 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,794 shares; 2025Q3: 111,851 shares; 2025Q4: 122,320 shares; 2026Q1: 125,695 shares; 2026Q2: 132,529 shares 132,529 $6.22M 0.07% +6,834 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: 40,775 shares; 2024Q4: 46,896 shares; 2025Q1: 46,896 shares; 2025Q2: 55,885 shares; 2025Q3: 59,465 shares; 2025Q4: 60,531 shares; 2026Q1: 74,256 shares; 2026Q2: 68,725 shares 68,725 $6.17M 0.07% -5,531 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: 11,538 shares; 2024Q4: 25,005 shares; 2025Q1: 25,005 shares; 2025Q2: 22,511 shares; 2025Q3: 23,401 shares; 2025Q4: 23,269 shares; 2026Q1: 22,736 shares; 2026Q2: 18,022 shares 18,022 $6.15M 0.07% -4,714 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: 8,955 shares; 2024Q4: 8,917 shares; 2025Q1: 8,917 shares; 2025Q2: 15,995 shares; 2025Q3: 15,289 shares; 2025Q4: 30,876 shares; 2026Q1: 32,686 shares; 2026Q2: 32,137 shares 32,137 $6.12M 0.07% -549 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: 40,066 shares; 2024Q4: 43,307 shares; 2025Q1: 43,337 shares; 2025Q2: 36,363 shares; 2025Q3: 36,763 shares; 2025Q4: 37,205 shares; 2026Q1: 30,577 shares; 2026Q2: 32,828 shares 32,828 $6.08M 0.07% +2,251 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,867 shares; 2024Q4: 3,087 shares; 2025Q1: 3,087 shares; 2025Q2: 4,371 shares; 2025Q3: 4,214 shares; 2025Q4: 4,413 shares; 2026Q1: 7,174 shares; 2026Q2: 7,287 shares 7,287 $6.05M 0.07% +113 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,702 shares; 2024Q4: 5,481 shares; 2025Q1: 5,481 shares; 2025Q2: 6,973 shares; 2025Q3: 23,372 shares; 2025Q4: 44,454 shares; 2026Q1: 47,956 shares; 2026Q2: 45,302 shares 45,302 $6.04M 0.07% -2,654 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: 104,668 shares; 2024Q4: 100,236 shares; 2025Q1: 103,878 shares; 2025Q2: 88,970 shares; 2025Q3: 90,055 shares; 2025Q4: 81,762 shares; 2026Q1: 81,165 shares; 2026Q2: 79,163 shares 79,163 $6M 0.07% -2,002 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,877 shares; 2024Q4: 70,853 shares; 2025Q1: 70,853 shares; 2025Q2: 199,266 shares; 2025Q3: 214,029 shares; 2025Q4: 230,564 shares; 2026Q1: 249,015 shares; 2026Q2: 248,054 shares 248,054 $5.99M 0.07% -961 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: 6,096 shares; 2024Q4: 6,873 shares; 2025Q1: 6,883 shares; 2025Q2: 8,927 shares; 2025Q3: 9,297 shares; 2025Q4: 13,348 shares; 2026Q1: 12,759 shares; 2026Q2: 13,940 shares 13,940 $5.94M 0.07% +1,181 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,547 shares; 2024Q4: 30,686 shares; 2025Q1: 30,686 shares; 2025Q2: 38,157 shares; 2025Q3: 40,032 shares; 2025Q4: 39,361 shares; 2026Q1: 97,229 shares; 2026Q2: 72,255 shares 72,255 $5.93M 0.07% -24,974 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,649 shares; 2024Q4: 29,696 shares; 2025Q1: 29,696 shares; 2025Q2: 40,691 shares; 2025Q3: 40,284 shares; 2025Q4: 31,635 shares; 2026Q1: 29,713 shares; 2026Q2: 30,532 shares 30,532 $5.9M 0.07% +819 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: 47,656 shares; 2024Q4: 59,314 shares; 2025Q1: 59,444 shares; 2025Q2: 64,975 shares; 2025Q3: 63,674 shares; 2025Q4: 69,091 shares; 2026Q1: 79,516 shares; 2026Q2: 75,385 shares 75,385 $5.9M 0.07% -4,131 Timeline PCN PIMCO CORPORATE & INCM STRG More: the full row for PIMCO CORPORATE & INCM STRG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 900,769 shares; 2024Q4: 966,636 shares; 2025Q1: 970,737 shares; 2025Q2: 618,506 shares; 2025Q3: 558,890 shares; 2025Q4: 502,764 shares; 2026Q1: 483,975 shares; 2026Q2: 490,377 shares 490,377 $5.86M 0.07% +6,402 Timeline NJUL 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: 44,498 shares; 2024Q4: 44,274 shares; 2025Q1: 44,274 shares; 2025Q2: 43,587 shares; 2025Q3: 76,203 shares; 2025Q4: 75,639 shares; 2026Q1: 75,437 shares; 2026Q2: 75,513 shares 75,513 $5.85M 0.07% +76 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: 29,204 shares; 2024Q4: 40,604 shares; 2025Q1: 40,604 shares; 2025Q2: 60,285 shares; 2025Q3: 68,204 shares; 2025Q4: 78,606 shares; 2026Q1: 85,033 shares; 2026Q2: 80,848 shares 80,848 $5.83M 0.07% -4,185 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: 27,411 shares; 2024Q4: 32,673 shares; 2025Q1: 32,673 shares; 2025Q2: 36,649 shares; 2025Q3: 36,692 shares; 2025Q4: 41,550 shares; 2026Q1: 39,907 shares; 2026Q2: 37,173 shares 37,173 $5.82M 0.07% -2,734 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: 58,774 shares; 2024Q4: 71,072 shares; 2025Q1: 71,204 shares; 2025Q2: 74,511 shares; 2025Q3: 74,397 shares; 2025Q4: 64,503 shares; 2026Q1: 60,843 shares; 2026Q2: 59,674 shares 59,674 $5.74M 0.07% -1,169 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 111,344 shares; 2024Q4: 345,972 shares; 2025Q1: 348,090 shares; 2025Q2: 355,477 shares; 2025Q3: 204,964 shares; 2025Q4: 206,537 shares; 2026Q1: 179,784 shares; 2026Q2: 179,579 shares 179,579 $5.69M 0.07% -205 Timeline VGIT 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: 92,238 shares; 2024Q4: 79,846 shares; 2025Q1: 79,846 shares; 2025Q2: 83,809 shares; 2025Q3: 87,197 shares; 2025Q4: 87,261 shares; 2026Q1: 92,114 shares; 2026Q2: 95,176 shares 95,176 $5.61M 0.07% +3,062 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: 12,592 shares; 2024Q4: 18,166 shares; 2025Q1: 18,166 shares; 2025Q2: 24,986 shares; 2025Q3: 30,469 shares; 2025Q4: 33,789 shares; 2026Q1: 32,818 shares; 2026Q2: 31,575 shares 31,575 $5.57M 0.07% -1,243 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: 51,921 shares; 2024Q4: 58,152 shares; 2025Q1: 58,173 shares; 2025Q2: 48,758 shares; 2025Q3: 44,929 shares; 2025Q4: 47,661 shares; 2026Q1: 62,399 shares; 2026Q2: 63,385 shares 63,385 $5.56M 0.07% +986 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,547 shares; 2024Q4: 9,863 shares; 2025Q1: 9,863 shares; 2025Q2: 15,018 shares; 2025Q3: 15,670 shares; 2025Q4: 15,944 shares; 2026Q1: 18,812 shares; 2026Q2: 19,457 shares 19,457 $5.52M 0.07% +645 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,725 shares; 2024Q4: 31,263 shares; 2025Q1: 31,263 shares; 2025Q2: 44,240 shares; 2025Q3: 84,044 shares; 2025Q4: 117,105 shares; 2026Q1: 135,000 shares; 2026Q2: 146,704 shares 146,704 $5.5M 0.07% +11,704 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: 70,295 shares; 2024Q4: 83,134 shares; 2025Q1: 83,203 shares; 2025Q2: 63,987 shares; 2025Q3: 65,745 shares; 2025Q4: 73,950 shares; 2026Q1: 80,072 shares; 2026Q2: 76,000 shares 76,000 $5.47M 0.07% -4,072 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: 21,259 shares; 2024Q4: 22,067 shares; 2025Q1: 22,067 shares; 2025Q2: 35,975 shares; 2025Q3: 34,732 shares; 2025Q4: 39,638 shares; 2026Q1: 40,678 shares; 2026Q2: 40,282 shares 40,282 $5.46M 0.07% -396 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: 5,547 shares; 2025Q1: 5,547 shares; 2025Q2: 6,440 shares; 2025Q3: 6,084 shares; 2025Q4: 5,916 shares; 2026Q1: 5,881 shares; 2026Q2: 5,658 shares 5,658 $5.44M 0.07% -223 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: 10,460 shares; 2024Q4: 12,943 shares; 2025Q1: 12,943 shares; 2025Q2: 22,131 shares; 2025Q3: 23,392 shares; 2025Q4: 25,837 shares; 2026Q1: 26,239 shares; 2026Q2: 26,978 shares 26,978 $5.41M 0.07% +739 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: 14,532 shares; 2024Q4: 21,307 shares; 2025Q1: 21,640 shares; 2025Q2: 60,501 shares; 2025Q3: 82,766 shares; 2025Q4: 107,106 shares; 2026Q1: 88,496 shares; 2026Q2: 71,474 shares 71,474 $5.4M 0.06% -17,022 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: 43,399 shares; 2024Q4: 42,498 shares; 2025Q1: 44,740 shares; 2025Q2: 48,147 shares; 2025Q3: 49,680 shares; 2025Q4: 48,902 shares; 2026Q1: 47,256 shares; 2026Q2: 48,840 shares 48,840 $5.39M 0.06% +1,584 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: 11,108 shares; 2024Q4: 10,960 shares; 2025Q1: 10,960 shares; 2025Q2: 16,672 shares; 2025Q3: 14,238 shares; 2025Q4: 18,850 shares; 2026Q1: 32,179 shares; 2026Q2: 34,703 shares 34,703 $5.33M 0.06% +2,524 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 95,914 shares; 2024Q4: 110,296 shares; 2025Q1: 110,367 shares; 2025Q2: 95,418 shares; 2025Q3: 93,440 shares; 2025Q4: 95,477 shares; 2026Q1: 88,975 shares; 2026Q2: 84,499 shares 84,499 $5.33M 0.06% -4,476 Timeline ITM 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: 52,147 shares; 2024Q4: 65,868 shares; 2025Q1: 65,868 shares; 2025Q2: 70,938 shares; 2025Q3: 86,121 shares; 2025Q4: 91,826 shares; 2026Q1: 93,331 shares; 2026Q2: 112,899 shares 112,899 $5.31M 0.06% +19,568 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: 35,233 shares; 2024Q4: 73,471 shares; 2025Q1: 73,460 shares; 2025Q2: 27,539 shares; 2025Q3: 16,731 shares; 2025Q4: 15,757 shares; 2026Q1: 26,484 shares; 2026Q2: 42,367 shares 42,367 $5.27M 0.06% +15,883 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: 105,951 shares; 2024Q4: 109,180 shares; 2025Q1: 109,180 shares; 2025Q2: 35,571 shares; 2025Q3: 85,728 shares; 2025Q4: 97,250 shares; 2026Q1: 82,643 shares; 2026Q2: 98,010 shares 98,010 $5.25M 0.06% +15,367 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: 32,417 shares; 2024Q4: 27,710 shares; 2025Q1: 27,753 shares; 2025Q2: 25,208 shares; 2025Q3: 24,543 shares; 2025Q4: 52,431 shares; 2026Q1: 122,380 shares; 2026Q2: 97,683 shares 97,683 $5.19M 0.06% -24,697 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: 1,610 shares; 2024Q4: 2,147 shares; 2025Q1: 2,247 shares; 2025Q2: 2,548 shares; 2025Q3: 3,240 shares; 2025Q4: 13,306 shares; 2026Q1: 11,485 shares; 2026Q2: 58,685 shares 58,685 $5.16M 0.06% +47,200 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: 104,174 shares; 2024Q4: 173,292 shares; 2025Q1: 173,456 shares; 2025Q2: 125,773 shares; 2025Q3: 119,211 shares; 2025Q4: 147,933 shares; 2026Q1: 91,247 shares; 2026Q2: 67,285 shares 67,285 $5.15M 0.06% -23,962 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: 56,619 shares; 2024Q4: 61,719 shares; 2025Q1: 61,829 shares; 2025Q2: 72,200 shares; 2025Q3: 73,204 shares; 2025Q4: 79,376 shares; 2026Q1: 89,620 shares; 2026Q2: 85,223 shares 85,223 $5.15M 0.06% -4,397 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: 43,808 shares; 2024Q4: 54,069 shares; 2025Q1: 54,069 shares; 2025Q2: 63,488 shares; 2025Q3: 66,855 shares; 2025Q4: 53,978 shares; 2026Q1: 55,482 shares; 2026Q2: 54,201 shares 54,201 $5.13M 0.06% -1,281 Timeline CGSM 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: 51,034 shares; 2024Q4: 52,050 shares; 2025Q1: 52,050 shares; 2025Q2: 71,569 shares; 2025Q3: 98,385 shares; 2025Q4: 171,564 shares; 2026Q1: 188,695 shares; 2026Q2: 194,070 shares 194,070 $5.12M 0.06% +5,375 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,506 shares; 2024Q4: 8,415 shares; 2025Q1: 8,675 shares; 2025Q2: 46,001 shares; 2025Q3: 46,751 shares; 2025Q4: 38,954 shares; 2026Q1: 36,137 shares; 2026Q2: 35,751 shares 35,751 $5.12M 0.06% -386 Timeline TCAL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,195 shares; 2026Q1: 145,401 shares; 2026Q2: 229,827 shares 229,827 $5.1M 0.06% +84,426 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: 25,730 shares; 2024Q4: 21,944 shares; 2025Q1: 22,696 shares; 2025Q2: 23,139 shares; 2025Q3: 21,981 shares; 2025Q4: 21,539 shares; 2026Q1: 42,762 shares; 2026Q2: 49,107 shares 49,107 $5.1M 0.06% +6,345 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 196,966 shares; 2024Q4: 213,176 shares; 2025Q1: 213,176 shares; 2025Q2: 209,375 shares; 2025Q3: 244,052 shares; 2025Q4: 254,451 shares; 2026Q1: 278,438 shares; 2026Q2: 303,855 shares 303,855 $5.07M 0.06% +25,417 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: 7,929 shares; 2024Q4: 8,817 shares; 2025Q1: 8,817 shares; 2025Q2: 9,387 shares; 2025Q3: 9,173 shares; 2025Q4: 9,381 shares; 2026Q1: 10,443 shares; 2026Q2: 12,743 shares 12,743 $5.06M 0.06% +2,300 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,523 shares; 2024Q4: 87,112 shares; 2025Q1: 87,112 shares; 2025Q2: 80,978 shares; 2025Q3: 84,255 shares; 2025Q4: 88,202 shares; 2026Q1: 91,018 shares; 2026Q2: 93,318 shares 93,318 $5.06M 0.06% +2,300 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: 118,379 shares; 2024Q4: 133,688 shares; 2025Q1: 134,350 shares; 2025Q2: 161,585 shares; 2025Q3: 177,067 shares; 2025Q4: 205,612 shares; 2026Q1: 249,247 shares; 2026Q2: 244,238 shares 244,238 $5.06M 0.06% -5,009 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,009 shares; 2024Q4: 9,643 shares; 2025Q1: 9,643 shares; 2025Q2: 11,016 shares; 2025Q3: 23,378 shares; 2025Q4: 25,432 shares; 2026Q1: 24,304 shares; 2026Q2: 30,549 shares 30,549 $5.05M 0.06% +6,245 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: 14,299 shares; 2024Q4: 12,348 shares; 2025Q1: 12,648 shares; 2025Q2: 10,057 shares; 2025Q3: 10,157 shares; 2025Q4: 10,477 shares; 2026Q1: 8,083 shares; 2026Q2: 6,607 shares 6,607 $5.04M 0.06% -1,476 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: 10,133 shares; 2024Q4: 11,099 shares; 2025Q1: 11,106 shares; 2025Q2: 15,249 shares; 2025Q3: 17,225 shares; 2025Q4: 18,999 shares; 2026Q1: 21,739 shares; 2026Q2: 18,391 shares 18,391 $4.97M 0.06% -3,348 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: 174,643 shares 174,643 $4.9M 0.06% new Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,251 shares; 2024Q4: 10,499 shares; 2025Q1: 10,499 shares; 2025Q2: 22,174 shares; 2025Q3: 23,000 shares; 2025Q4: 26,151 shares; 2026Q1: 28,067 shares; 2026Q2: 29,354 shares 29,354 $4.89M 0.06% +1,287 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: 250 shares; 2025Q1: 250 shares; 2025Q2: 18,501 shares; 2025Q3: 45,895 shares; 2025Q4: 63,218 shares; 2026Q1: 85,971 shares; 2026Q2: 81,834 shares 81,834 $4.89M 0.06% -4,137 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: 7,815 shares; 2024Q4: 9,096 shares; 2025Q1: 9,107 shares; 2025Q2: 13,433 shares; 2025Q3: 14,472 shares; 2025Q4: 13,992 shares; 2026Q1: 17,057 shares; 2026Q2: 17,694 shares 17,694 $4.88M 0.06% +637 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: 6,244 shares; 2024Q4: 7,584 shares; 2025Q1: 7,584 shares; 2025Q2: 7,317 shares; 2025Q3: 8,103 shares; 2025Q4: 8,111 shares; 2026Q1: 13,640 shares; 2026Q2: 15,423 shares 15,423 $4.86M 0.06% +1,783 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,016 shares; 2024Q4: 44,057 shares; 2025Q1: 44,057 shares; 2025Q2: 38,579 shares; 2025Q3: 41,521 shares; 2025Q4: 43,622 shares; 2026Q1: 31,536 shares; 2026Q2: 66,583 shares 66,583 $4.84M 0.06% +35,047 Timeline BUFB 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: 32,309 shares; 2024Q4: 43,034 shares; 2025Q1: 43,034 shares; 2025Q2: 57,360 shares; 2025Q3: 62,057 shares; 2025Q4: 76,804 shares; 2026Q1: 112,158 shares; 2026Q2: 122,906 shares 122,906 $4.83M 0.06% +10,748 Timeline KJAN 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: 139,160 shares; 2024Q4: 102,519 shares; 2025Q1: 102,519 shares; 2025Q2: 103,518 shares; 2025Q3: 117,312 shares; 2025Q4: 115,813 shares; 2026Q1: 118,450 shares; 2026Q2: 105,876 shares 105,876 $4.83M 0.06% -12,574 Timeline FISR 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: 14,166 shares; 2024Q4: 4,377 shares; 2025Q1: 4,377 shares; 2025Q2: 19,221 shares; 2025Q3: 1,244 shares; 2025Q4: 22,308 shares; 2026Q1: 94,680 shares; 2026Q2: 187,354 shares 187,354 $4.81M 0.06% +92,674 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: 4,542 shares; 2024Q4: 5,570 shares; 2025Q1: 5,615 shares; 2025Q2: 5,136 shares; 2025Q3: 5,256 shares; 2025Q4: 5,180 shares; 2026Q1: 5,122 shares; 2026Q2: 7,469 shares 7,469 $4.79M 0.06% +2,347 Timeline FDEM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,508 shares; 2025Q1: 2,508 shares; 2025Q2: 11,994 shares; 2025Q3: 41,306 shares; 2025Q4: 68,387 shares; 2026Q1: 91,135 shares; 2026Q2: 131,560 shares 131,560 $4.78M 0.06% +40,425 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,200 shares; 2024Q4: 2,200 shares; 2025Q1: 2,200 shares; 2025Q2: 96,100 shares; 2025Q3: 97,288 shares; 2025Q4: 121,777 shares; 2026Q1: 133,080 shares; 2026Q2: 118,634 shares 118,634 $4.76M 0.06% -14,446 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,569 shares; 2024Q4: 16,603 shares; 2025Q1: 16,608 shares; 2025Q2: 19,773 shares; 2025Q3: 21,575 shares; 2025Q4: 23,951 shares; 2026Q1: 24,200 shares; 2026Q2: 31,235 shares 31,235 $4.73M 0.06% +7,035 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,657 shares; 2024Q4: 26,825 shares; 2025Q1: 26,825 shares; 2025Q2: 29,092 shares; 2025Q3: 29,130 shares; 2025Q4: 29,736 shares; 2026Q1: 40,573 shares; 2026Q2: 45,415 shares 45,415 $4.72M 0.06% +4,842 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 129,230 shares; 2024Q4: 122,346 shares; 2025Q1: 122,346 shares; 2025Q2: 131,644 shares; 2025Q3: 144,115 shares; 2025Q4: 170,980 shares; 2026Q1: 198,660 shares; 2026Q2: 189,117 shares 189,117 $4.64M 0.06% -9,543 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: 21,946 shares; 2024Q4: 25,857 shares; 2025Q1: 25,857 shares; 2025Q2: 42,153 shares; 2025Q3: 41,618 shares; 2025Q4: 40,476 shares; 2026Q1: 43,185 shares; 2026Q2: 44,333 shares 44,333 $4.61M 0.06% +1,148 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,448 shares; 2024Q4: 14,318 shares; 2025Q1: 14,644 shares; 2025Q2: 19,881 shares; 2025Q3: 26,796 shares; 2025Q4: 33,833 shares; 2026Q1: 44,898 shares; 2026Q2: 53,774 shares 53,774 $4.6M 0.06% +8,876 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,412 shares; 2024Q4: 16,271 shares; 2025Q1: 16,280 shares; 2025Q2: 18,268 shares; 2025Q3: 18,318 shares; 2025Q4: 15,344 shares; 2026Q1: 15,134 shares; 2026Q2: 15,565 shares 15,565 $4.56M 0.05% +431 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,612 shares; 2024Q4: 20,821 shares; 2025Q1: 20,821 shares; 2025Q2: 15,721 shares; 2025Q3: 16,380 shares; 2025Q4: 15,194 shares; 2026Q1: 18,564 shares; 2026Q2: 16,066 shares 16,066 $4.55M 0.05% -2,498 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: 62,328 shares; 2024Q4: 70,963 shares; 2025Q1: 70,963 shares; 2025Q2: 68,419 shares; 2025Q3: 74,097 shares; 2025Q4: 82,147 shares; 2026Q1: 87,475 shares; 2026Q2: 89,569 shares 89,569 $4.53M 0.05% +2,094 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: 9,936 shares; 2024Q4: 14,404 shares; 2025Q1: 14,438 shares; 2025Q2: 19,240 shares; 2025Q3: 20,334 shares; 2025Q4: 24,949 shares; 2026Q1: 29,286 shares; 2026Q2: 35,653 shares 35,653 $4.5M 0.05% +6,367 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: 2,535 shares; 2024Q4: 2,662 shares; 2025Q1: 2,697 shares; 2025Q2: 55,486 shares; 2025Q3: 52,893 shares; 2025Q4: 52,057 shares; 2026Q1: 53,682 shares; 2026Q2: 48,843 shares 48,843 $4.5M 0.05% -4,839 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: 32,370 shares; 2024Q4: 40,759 shares; 2025Q1: 40,785 shares; 2025Q2: 59,085 shares; 2025Q3: 55,024 shares; 2025Q4: 58,412 shares; 2026Q1: 52,425 shares; 2026Q2: 49,558 shares 49,558 $4.5M 0.05% -2,867 Timeline TFLR T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,191 shares; 2024Q4: 7,634 shares; 2025Q1: 7,634 shares; 2025Q2: 14,055 shares; 2025Q3: 19,479 shares; 2025Q4: 21,252 shares; 2026Q1: 52,411 shares; 2026Q2: 88,523 shares 88,523 $4.46M 0.05% +36,112 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 134,409 shares; 2024Q4: 113,120 shares; 2025Q1: 119,813 shares; 2025Q2: 152,588 shares; 2025Q3: 131,806 shares; 2025Q4: 132,922 shares; 2026Q1: 145,600 shares; 2026Q2: 152,020 shares 152,020 $4.45M 0.05% +6,420 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,951 shares; 2024Q4: 11,997 shares; 2025Q1: 12,170 shares; 2025Q2: 15,429 shares; 2025Q3: 15,113 shares; 2025Q4: 14,721 shares; 2026Q1: 14,692 shares; 2026Q2: 13,989 shares 13,989 $4.44M 0.05% -703 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: 15,652 shares; 2024Q4: 16,293 shares; 2025Q1: 16,294 shares; 2025Q2: 18,928 shares; 2025Q3: 19,713 shares; 2025Q4: 19,730 shares; 2026Q1: 22,309 shares; 2026Q2: 21,576 shares 21,576 $4.42M 0.05% -733 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: 22,933 shares; 2024Q4: 23,622 shares; 2025Q1: 23,622 shares; 2025Q2: 25,623 shares; 2025Q3: 28,931 shares; 2025Q4: 31,630 shares; 2026Q1: 35,373 shares; 2026Q2: 37,606 shares 37,606 $4.39M 0.05% +2,233 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: 9,732 shares; 2024Q4: 10,742 shares; 2025Q1: 10,742 shares; 2025Q2: 11,262 shares; 2025Q3: 12,343 shares; 2025Q4: 13,842 shares; 2026Q1: 12,936 shares; 2026Q2: 11,626 shares 11,626 $4.36M 0.05% -1,310 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: 5,734 shares; 2024Q4: 5,899 shares; 2025Q1: 5,899 shares; 2025Q2: 6,199 shares; 2025Q3: 6,331 shares; 2025Q4: 6,414 shares; 2026Q1: 7,165 shares; 2026Q2: 8,442 shares 8,442 $4.35M 0.05% +1,277 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: 26,144 shares; 2024Q4: 28,757 shares; 2025Q1: 28,870 shares; 2025Q2: 36,684 shares; 2025Q3: 35,771 shares; 2025Q4: 34,368 shares; 2026Q1: 31,464 shares; 2026Q2: 27,727 shares 27,727 $4.35M 0.05% -3,737 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: 26,979 shares; 2024Q4: 35,235 shares; 2025Q1: 35,235 shares; 2025Q2: 18,794 shares; 2025Q3: 26,954 shares; 2025Q4: 28,843 shares; 2026Q1: 57,862 shares; 2026Q2: 47,403 shares 47,403 $4.34M 0.05% -10,459 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: 366 shares; 2025Q3: 323 shares; 2025Q4: 956 shares; 2026Q1: 1,495 shares; 2026Q2: 1,903 shares 1,903 $4.33M 0.05% +408 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: 537 shares; 2024Q4: 640 shares; 2025Q1: 640 shares; 2025Q2: 34,464 shares; 2025Q3: 27,405 shares; 2025Q4: 34,287 shares; 2026Q1: 39,163 shares; 2026Q2: 40,334 shares 40,334 $4.32M 0.05% +1,171 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,217 shares; 2024Q4: 24,714 shares; 2025Q1: 24,714 shares; 2025Q2: 33,897 shares; 2025Q3: 35,111 shares; 2025Q4: 35,769 shares; 2026Q1: 38,181 shares; 2026Q2: 41,723 shares 41,723 $4.31M 0.05% +3,542 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,798 shares; 2024Q4: 8,900 shares; 2025Q1: 8,900 shares; 2025Q2: 4,891 shares; 2025Q3: 6,208 shares; 2025Q4: 6,819 shares; 2026Q1: 5,396 shares; 2026Q2: 9,915 shares 9,915 $4.28M 0.05% +4,519 Timeline IGLD 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: 749 shares; 2024Q4: 749 shares; 2025Q1: 749 shares; 2025Q2: 749 shares; 2025Q3: 803 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 202,438 shares 202,438 $4.26M 0.05% new Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,817 shares; 2024Q4: 9,599 shares; 2025Q1: 9,602 shares; 2025Q2: 13,415 shares; 2025Q3: 14,168 shares; 2025Q4: 14,841 shares; 2026Q1: 10,692 shares; 2026Q2: 10,984 shares 10,984 $4.23M 0.05% +292 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: 14,720 shares; 2024Q4: 16,117 shares; 2025Q1: 16,117 shares; 2025Q2: 18,058 shares; 2025Q3: 18,256 shares; 2025Q4: 16,499 shares; 2026Q1: 16,431 shares; 2026Q2: 12,803 shares 12,803 $4.23M 0.05% -3,628 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,522 shares; 2024Q4: 10,322 shares; 2025Q1: 10,377 shares; 2025Q2: 14,240 shares; 2025Q3: 15,012 shares; 2025Q4: 18,232 shares; 2026Q1: 44,539 shares; 2026Q2: 45,924 shares 45,924 $4.21M 0.05% +1,385 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: 2,638 shares; 2024Q4: 3,607 shares; 2025Q1: 3,607 shares; 2025Q2: 3,859 shares; 2025Q3: 4,629 shares; 2025Q4: 2,684 shares; 2026Q1: 3,130 shares; 2026Q2: 10,319 shares 10,319 $4.2M 0.05% +7,189 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: 8,741 shares; 2024Q4: 11,317 shares; 2025Q1: 11,317 shares; 2025Q2: 12,847 shares; 2025Q3: 13,995 shares; 2025Q4: 12,005 shares; 2026Q1: 9,149 shares; 2026Q2: 18,196 shares 18,196 $4.18M 0.05% +9,047 Timeline BENJ HORIZON FDS More: the full row for HORIZON FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 53,369 shares; 2025Q3: 67,474 shares; 2025Q4: 80,437 shares; 2026Q1: 86,992 shares; 2026Q2: 79,022 shares 79,022 $4.17M 0.05% -7,970 Timeline VMBS 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: 125,037 shares; 2024Q4: 107,734 shares; 2025Q1: 107,734 shares; 2025Q2: 103,558 shares; 2025Q3: 113,172 shares; 2025Q4: 115,965 shares; 2026Q1: 106,787 shares; 2026Q2: 88,920 shares 88,920 $4.16M 0.05% -17,867 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 71,439 shares; 2025Q4: 90,860 shares; 2026Q1: 103,089 shares; 2026Q2: 125,820 shares 125,820 $4.15M 0.05% +22,731 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: 7,790 shares; 2024Q4: 7,632 shares; 2025Q1: 7,632 shares; 2025Q2: 8,604 shares; 2025Q3: 9,155 shares; 2025Q4: 9,584 shares; 2026Q1: 10,242 shares; 2026Q2: 10,428 shares 10,428 $4.15M 0.05% +186 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,379 shares; 2024Q4: 24,544 shares; 2025Q1: 24,549 shares; 2025Q2: 20,319 shares; 2025Q3: 20,819 shares; 2025Q4: 24,288 shares; 2026Q1: 137,329 shares; 2026Q2: 37,573 shares 37,573 $4.15M 0.05% -99,756 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,507 shares; 2024Q4: 12,605 shares; 2025Q1: 12,605 shares; 2025Q2: 24,658 shares; 2025Q3: 23,013 shares; 2025Q4: 26,354 shares; 2026Q1: 37,323 shares; 2026Q2: 24,230 shares 24,230 $4.11M 0.05% -13,093 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: 37,596 shares; 2024Q4: 44,800 shares; 2025Q1: 44,933 shares; 2025Q2: 44,382 shares; 2025Q3: 45,549 shares; 2025Q4: 56,927 shares; 2026Q1: 62,512 shares; 2026Q2: 71,067 shares 71,067 $4.09M 0.05% +8,555 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,396 shares; 2024Q4: 2,752 shares; 2025Q1: 2,752 shares; 2025Q2: 5,219 shares; 2025Q3: 5,216 shares; 2025Q4: 6,072 shares; 2026Q1: 6,127 shares; 2026Q2: 5,723 shares 5,723 $4.08M 0.05% -404 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,110 shares; 2024Q4: 28,301 shares; 2025Q1: 28,301 shares; 2025Q2: 31,903 shares; 2025Q3: 25,602 shares; 2025Q4: 26,458 shares; 2026Q1: 28,420 shares; 2026Q2: 27,970 shares 27,970 $4.04M 0.05% -450 Timeline SRLN 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: 28,486 shares; 2024Q4: 31,066 shares; 2025Q1: 31,066 shares; 2025Q2: 44,569 shares; 2025Q3: 47,502 shares; 2025Q4: 59,032 shares; 2026Q1: 74,963 shares; 2026Q2: 99,915 shares 99,915 $4.03M 0.05% +24,952 Timeline EAPR 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: 62,751 shares; 2024Q4: 62,751 shares; 2025Q1: 62,751 shares; 2025Q2: 97,313 shares; 2025Q3: 96,951 shares; 2025Q4: 96,951 shares; 2026Q1: not reported; 2026Q2: 121,463 shares 121,463 $4M 0.05% new 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: 20,627 shares; 2024Q4: 33,950 shares; 2025Q1: 34,075 shares; 2025Q2: 33,921 shares; 2025Q3: 33,764 shares; 2025Q4: 38,195 shares; 2026Q1: 52,227 shares; 2026Q2: 63,347 shares 63,347 $3.98M 0.05% +11,120 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: 1,203 shares; 2024Q4: 1,106 shares; 2025Q1: 1,106 shares; 2025Q2: 803 shares; 2025Q3: 4,958 shares; 2025Q4: 15,987 shares; 2026Q1: 21,383 shares; 2026Q2: 20,716 shares 20,716 $3.97M 0.05% -667 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: 168,376 shares; 2024Q4: 170,903 shares; 2025Q1: 170,903 shares; 2025Q2: 174,560 shares; 2025Q3: 176,324 shares; 2025Q4: 60,145 shares; 2026Q1: 57,270 shares; 2026Q2: 43,852 shares 43,852 $3.95M 0.05% -13,418 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,254 shares; 2024Q4: 63,228 shares; 2025Q1: 63,274 shares; 2025Q2: 67,859 shares; 2025Q3: 71,114 shares; 2025Q4: 72,607 shares; 2026Q1: 75,052 shares; 2026Q2: 75,403 shares 75,403 $3.95M 0.05% +351 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: 11,960 shares; 2025Q3: 75,925 shares; 2025Q4: 89,743 shares; 2026Q1: 109,733 shares; 2026Q2: 90,908 shares 90,908 $3.92M 0.05% -18,825 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,391 shares; 2024Q4: 4,250 shares; 2025Q1: 4,250 shares; 2025Q2: 4,763 shares; 2025Q3: 4,869 shares; 2025Q4: 4,116 shares; 2026Q1: 17,477 shares; 2026Q2: 31,742 shares 31,742 $3.91M 0.05% +14,265 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: 4,429 shares; 2024Q4: 4,750 shares; 2025Q1: 4,935 shares; 2025Q2: 10,264 shares; 2025Q3: 10,843 shares; 2025Q4: 14,641 shares; 2026Q1: 16,506 shares; 2026Q2: 16,941 shares 16,941 $3.85M 0.05% +435 Timeline INTF 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: 725 shares; 2025Q1: 725 shares; 2025Q2: 37,914 shares; 2025Q3: 44,414 shares; 2025Q4: 46,622 shares; 2026Q1: 48,359 shares; 2026Q2: 93,589 shares 93,589 $3.83M 0.05% +45,230 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: 3,948 shares; 2024Q4: 4,329 shares; 2025Q1: 4,379 shares; 2025Q2: 5,349 shares; 2025Q3: 4,809 shares; 2025Q4: 4,752 shares; 2026Q1: 4,799 shares; 2026Q2: 6,006 shares 6,006 $3.81M 0.05% +1,207 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: 663 shares; 2024Q4: 1,270 shares; 2025Q1: 1,270 shares; 2025Q2: 4,964 shares; 2025Q3: 3,803 shares; 2025Q4: 5,407 shares; 2026Q1: 5,919 shares; 2026Q2: 4,444 shares 4,444 $3.73M 0.04% -1,475 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: 20,369 shares; 2024Q4: 8,684 shares; 2025Q1: 8,684 shares; 2025Q2: 10,966 shares; 2025Q3: 11,371 shares; 2025Q4: 11,010 shares; 2026Q1: 11,985 shares; 2026Q2: 12,517 shares 12,517 $3.73M 0.04% +532 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 98,779 shares; 2024Q4: 99,197 shares; 2025Q1: 100,047 shares; 2025Q2: 101,435 shares; 2025Q3: 100,374 shares; 2025Q4: 81,582 shares; 2026Q1: 61,967 shares; 2026Q2: 60,757 shares 60,757 $3.72M 0.04% -1,210 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: 8,472 shares; 2024Q4: 11,856 shares; 2025Q1: 11,895 shares; 2025Q2: 12,474 shares; 2025Q3: 13,658 shares; 2025Q4: 12,894 shares; 2026Q1: 13,643 shares; 2026Q2: 17,178 shares 17,178 $3.72M 0.04% +3,535 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: 130 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 280,831 shares; 2026Q1: 438,181 shares; 2026Q2: 231,075 shares 231,075 $3.69M 0.04% -207,106 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: 6,909 shares; 2024Q4: 6,873 shares; 2025Q1: 6,873 shares; 2025Q2: 8,615 shares; 2025Q3: 10,323 shares; 2025Q4: 10,100 shares; 2026Q1: 10,671 shares; 2026Q2: 10,737 shares 10,737 $3.69M 0.04% +66 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: 4,407 shares; 2024Q4: 4,889 shares; 2025Q1: 4,889 shares; 2025Q2: 5,554 shares; 2025Q3: 5,652 shares; 2025Q4: 5,702 shares; 2026Q1: 6,046 shares; 2026Q2: 4,845 shares 4,845 $3.66M 0.04% -1,201 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: 8,904 shares; 2024Q4: 9,354 shares; 2025Q1: 9,398 shares; 2025Q2: 9,492 shares; 2025Q3: 10,201 shares; 2025Q4: 10,663 shares; 2026Q1: 7,371 shares; 2026Q2: 7,179 shares 7,179 $3.66M 0.04% -192 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,847 shares; 2024Q4: 6,142 shares; 2025Q1: 6,142 shares; 2025Q2: 7,035 shares; 2025Q3: 7,960 shares; 2025Q4: 12,049 shares; 2026Q1: 14,402 shares; 2026Q2: 14,009 shares 14,009 $3.65M 0.04% -393 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: 24,473 shares; 2024Q4: 25,957 shares; 2025Q1: 25,957 shares; 2025Q2: 28,016 shares; 2025Q3: 29,700 shares; 2025Q4: 31,696 shares; 2026Q1: 31,082 shares; 2026Q2: 39,169 shares 39,169 $3.59M 0.04% +8,087 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: 14,242 shares; 2024Q4: 13,810 shares; 2025Q1: 14,412 shares; 2025Q2: 14,311 shares; 2025Q3: 21,330 shares; 2025Q4: 32,312 shares; 2026Q1: 15,748 shares; 2026Q2: 14,828 shares 14,828 $3.59M 0.04% -920 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: 5,959 shares; 2024Q4: 6,170 shares; 2025Q1: 6,388 shares; 2025Q2: 6,510 shares; 2025Q3: 9,295 shares; 2025Q4: 15,185 shares; 2026Q1: 17,553 shares; 2026Q2: 14,068 shares 14,068 $3.59M 0.04% -3,485 Timeline PRN 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: 11,749 shares; 2025Q3: 11,950 shares; 2025Q4: 14,224 shares; 2026Q1: 15,115 shares; 2026Q2: 13,739 shares 13,739 $3.58M 0.04% -1,376 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 314,888 shares; 2024Q4: 331,274 shares; 2025Q1: 334,789 shares; 2025Q2: 73,042 shares; 2025Q3: 79,407 shares; 2025Q4: 82,762 shares; 2026Q1: 78,141 shares; 2026Q2: 71,795 shares 71,795 $3.56M 0.04% -6,346 Timeline IETC ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29 shares; 2024Q4: 29 shares; 2025Q1: 29 shares; 2025Q2: 1,187 shares; 2025Q3: 1,061 shares; 2025Q4: not reported; 2026Q1: 32,743 shares; 2026Q2: 32,744 shares 32,744 $3.52M 0.04% +1 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: 4,940 shares; 2024Q4: 7,418 shares; 2025Q1: 7,418 shares; 2025Q2: 8,795 shares; 2025Q3: 12,061 shares; 2025Q4: 13,608 shares; 2026Q1: 14,885 shares; 2026Q2: 13,803 shares 13,803 $3.51M 0.04% -1,082 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,461 shares; 2024Q4: 6,880 shares; 2025Q1: 6,880 shares; 2025Q2: 14,428 shares; 2025Q3: 14,142 shares; 2025Q4: 13,088 shares; 2026Q1: 21,509 shares; 2026Q2: 23,969 shares 23,969 $3.5M 0.04% +2,460 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,071 shares; 2024Q4: 6,988 shares; 2025Q1: 6,988 shares; 2025Q2: 7,452 shares; 2025Q3: 7,820 shares; 2025Q4: 8,601 shares; 2026Q1: 9,218 shares; 2026Q2: 8,662 shares 8,662 $3.49M 0.04% -556 Timeline GGOV 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: not reported; 2026Q1: not reported; 2026Q2: 69,026 shares 69,026 $3.47M 0.04% 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: 27,022 shares; 2024Q4: 27,881 shares; 2025Q1: 28,005 shares; 2025Q2: 31,867 shares; 2025Q3: 34,937 shares; 2025Q4: 39,893 shares; 2026Q1: 41,146 shares; 2026Q2: 33,514 shares 33,514 $3.47M 0.04% -7,632 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,933 shares; 2024Q4: 8,166 shares; 2025Q1: 8,203 shares; 2025Q2: 7,608 shares; 2025Q3: 7,719 shares; 2025Q4: 8,381 shares; 2026Q1: 10,246 shares; 2026Q2: 9,734 shares 9,734 $3.45M 0.04% -512 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,217 shares; 2024Q4: 20,600 shares; 2025Q1: 20,655 shares; 2025Q2: 30,724 shares; 2025Q3: 16,458 shares; 2025Q4: 36,902 shares; 2026Q1: 40,408 shares; 2026Q2: 44,399 shares 44,399 $3.43M 0.04% +3,991 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: 13,773 shares; 2024Q4: 13,242 shares; 2025Q1: 13,242 shares; 2025Q2: 14,672 shares; 2025Q3: 11,919 shares; 2025Q4: 9,122 shares; 2026Q1: 9,508 shares; 2026Q2: 9,340 shares 9,340 $3.41M 0.04% -168 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,041 shares; 2024Q4: 31,866 shares; 2025Q1: 31,866 shares; 2025Q2: 33,526 shares; 2025Q3: 34,469 shares; 2025Q4: 51,068 shares; 2026Q1: 43,826 shares; 2026Q2: 45,548 shares 45,548 $3.39M 0.04% +1,722 Timeline CERY 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: 3,385 shares; 2025Q1: 3,385 shares; 2025Q2: 4,441 shares; 2025Q3: 8,719 shares; 2025Q4: 14,562 shares; 2026Q1: 46,277 shares; 2026Q2: 100,384 shares 100,384 $3.36M 0.04% +54,107 Timeline PSI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,895 shares; 2024Q4: 18,688 shares; 2025Q1: 18,888 shares; 2025Q2: 17,958 shares; 2025Q3: 18,719 shares; 2025Q4: 17,737 shares; 2026Q1: 17,639 shares; 2026Q2: 17,690 shares 17,690 $3.32M 0.04% +51 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: 11,923 shares; 2024Q4: 7,695 shares; 2025Q1: 7,695 shares; 2025Q2: 9,463 shares; 2025Q3: 15,814 shares; 2025Q4: 80,715 shares; 2026Q1: 75,454 shares; 2026Q2: 72,256 shares 72,256 $3.28M 0.04% -3,198 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: 14,311 shares; 2024Q4: 14,979 shares; 2025Q1: 14,979 shares; 2025Q2: 16,226 shares; 2025Q3: 16,965 shares; 2025Q4: 22,658 shares; 2026Q1: 17,915 shares; 2026Q2: 17,136 shares 17,136 $3.26M 0.04% -779 Timeline RONB BARON ETF TR More: the full row for BARON 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: 104,488 shares; 2026Q2: 133,403 shares 133,403 $3.26M 0.04% +28,915 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,275 shares; 2024Q4: 7,194 shares; 2025Q1: 7,194 shares; 2025Q2: 8,995 shares; 2025Q3: 12,577 shares; 2025Q4: 15,080 shares; 2026Q1: 14,217 shares; 2026Q2: 14,627 shares 14,627 $3.23M 0.04% +410 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: 6,909 shares; 2024Q4: 7,552 shares; 2025Q1: 7,552 shares; 2025Q2: 8,456 shares; 2025Q3: 8,144 shares; 2025Q4: 8,191 shares; 2026Q1: 10,186 shares; 2026Q2: 10,259 shares 10,259 $3.21M 0.04% +73 Timeline EMLC 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: 89,825 shares; 2024Q4: 86,304 shares; 2025Q1: 86,304 shares; 2025Q2: 27,208 shares; 2025Q3: 36,262 shares; 2025Q4: 36,967 shares; 2026Q1: 45,014 shares; 2026Q2: 125,512 shares 125,512 $3.21M 0.04% +80,498 Timeline SCHR 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: 33,581 shares; 2024Q4: 82,966 shares; 2025Q1: 82,966 shares; 2025Q2: 82,304 shares; 2025Q3: 87,807 shares; 2025Q4: 94,453 shares; 2026Q1: 101,926 shares; 2026Q2: 130,073 shares 130,073 $3.21M 0.04% +28,147 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: 52,525 shares; 2024Q4: 47,151 shares; 2025Q1: 47,155 shares; 2025Q2: 65,229 shares; 2025Q3: 41,573 shares; 2025Q4: 44,290 shares; 2026Q1: 55,574 shares; 2026Q2: 61,149 shares 61,149 $3.21M 0.04% +5,575 Timeline DRAM ROUNDHILL ETF TRUST More: the full row for ROUNDHILL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 43,194 shares 43,194 $3.19M 0.04% new 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: 452 shares; 2024Q4: 3,175 shares; 2025Q1: 3,343 shares; 2025Q2: 2,821 shares; 2025Q3: 6,827 shares; 2025Q4: 8,010 shares; 2026Q1: 21,402 shares; 2026Q2: 24,902 shares 24,902 $3.18M 0.04% +3,500 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,140 shares; 2024Q4: 16,300 shares; 2025Q1: 16,328 shares; 2025Q2: 20,587 shares; 2025Q3: 19,208 shares; 2025Q4: 23,006 shares; 2026Q1: 16,778 shares; 2026Q2: 25,542 shares 25,542 $3.18M 0.04% +8,764 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,576 shares; 2024Q4: 6,345 shares; 2025Q1: 6,345 shares; 2025Q2: 26,677 shares; 2025Q3: 27,342 shares; 2025Q4: 28,185 shares; 2026Q1: 36,088 shares; 2026Q2: 30,824 shares 30,824 $3.18M 0.04% -5,264 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94,625 shares; 2024Q4: 92,037 shares; 2025Q1: 92,682 shares; 2025Q2: 90,418 shares; 2025Q3: 58,131 shares; 2025Q4: 68,842 shares; 2026Q1: 66,566 shares; 2026Q2: 63,754 shares 63,754 $3.15M 0.04% -2,812 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: 8,757 shares; 2024Q4: 9,461 shares; 2025Q1: 9,521 shares; 2025Q2: 9,153 shares; 2025Q3: 9,582 shares; 2025Q4: 9,551 shares; 2026Q1: 9,872 shares; 2026Q2: 9,387 shares 9,387 $3.14M 0.04% -485 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: 2,438 shares; 2024Q4: 1,770 shares; 2025Q1: 1,852 shares; 2025Q2: 4,257 shares; 2025Q3: 3,899 shares; 2025Q4: 3,051 shares; 2026Q1: 2,912 shares; 2026Q2: 3,250 shares 3,250 $3.14M 0.04% +338 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,700 shares; 2024Q4: 11,215 shares; 2025Q1: 11,218 shares; 2025Q2: 12,408 shares; 2025Q3: 14,017 shares; 2025Q4: 16,246 shares; 2026Q1: 17,433 shares; 2026Q2: 18,970 shares 18,970 $3.09M 0.04% +1,537 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,318 shares; 2024Q4: 10,810 shares; 2025Q1: 10,810 shares; 2025Q2: 24,351 shares; 2025Q3: 27,281 shares; 2025Q4: 41,134 shares; 2026Q1: 63,806 shares; 2026Q2: 71,221 shares 71,221 $3.08M 0.04% +7,415 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: 4,034 shares; 2024Q4: 5,306 shares; 2025Q1: 5,326 shares; 2025Q2: 8,714 shares; 2025Q3: 9,959 shares; 2025Q4: 11,425 shares; 2026Q1: 13,357 shares; 2026Q2: 13,712 shares 13,712 $3.06M 0.04% +355 Timeline KJUL 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: 70,884 shares; 2024Q4: 70,108 shares; 2025Q1: 70,108 shares; 2025Q2: 69,298 shares; 2025Q3: 91,525 shares; 2025Q4: 90,668 shares; 2026Q1: 90,433 shares; 2026Q2: 89,914 shares 89,914 $3.05M 0.04% -519 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: 5,461 shares; 2024Q4: 5,424 shares; 2025Q1: 5,443 shares; 2025Q2: 5,475 shares; 2025Q3: 5,137 shares; 2025Q4: 5,159 shares; 2026Q1: 5,659 shares; 2026Q2: 24,579 shares 24,579 $3.05M 0.04% +18,920 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,406 shares; 2024Q4: 11,337 shares; 2025Q1: 11,337 shares; 2025Q2: 11,806 shares; 2025Q3: 54,469 shares; 2025Q4: 42,235 shares; 2026Q1: 38,180 shares; 2026Q2: 37,458 shares 37,458 $3.05M 0.04% -722 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: 52,073 shares; 2024Q4: 87,879 shares; 2025Q1: 87,879 shares; 2025Q2: 68,575 shares; 2025Q3: 88,154 shares; 2025Q4: 87,296 shares; 2026Q1: 121,287 shares; 2026Q2: 129,563 shares 129,563 $3.05M 0.04% +8,276 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,928 shares; 2024Q4: 10,930 shares; 2025Q1: 10,930 shares; 2025Q2: 11,445 shares; 2025Q3: 13,243 shares; 2025Q4: 11,890 shares; 2026Q1: 12,399 shares; 2026Q2: 17,154 shares 17,154 $3.04M 0.04% +4,755 Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,754 shares; 2024Q4: 7,713 shares; 2025Q1: 7,713 shares; 2025Q2: 38,049 shares; 2025Q3: 30,512 shares; 2025Q4: 38,450 shares; 2026Q1: 43,334 shares; 2026Q2: 29,934 shares 29,934 $3.03M 0.04% -13,400 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,050 shares; 2024Q4: 3,488 shares; 2025Q1: 3,488 shares; 2025Q2: 5,962 shares; 2025Q3: 6,450 shares; 2025Q4: 7,414 shares; 2026Q1: 8,717 shares; 2026Q2: 12,721 shares 12,721 $3.02M 0.04% +4,004 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: 46,973 shares; 2024Q4: 56,500 shares; 2025Q1: 57,157 shares; 2025Q2: 53,246 shares; 2025Q3: 39,102 shares; 2025Q4: 38,950 shares; 2026Q1: 37,191 shares; 2026Q2: 11,858 shares 11,858 $2.99M 0.04% -25,333 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,300 shares; 2024Q4: 7,751 shares; 2025Q1: 7,751 shares; 2025Q2: 10,101 shares; 2025Q3: 10,427 shares; 2025Q4: 10,521 shares; 2026Q1: 9,915 shares; 2026Q2: 9,765 shares 9,765 $2.99M 0.04% -150 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: 35,640 shares; 2024Q4: 35,724 shares; 2025Q1: 35,724 shares; 2025Q2: 39,345 shares; 2025Q3: 66,837 shares; 2025Q4: 68,529 shares; 2026Q1: 69,131 shares; 2026Q2: 61,402 shares 61,402 $2.99M 0.04% -7,729 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: 770 shares; 2024Q4: 683 shares; 2025Q1: 683 shares; 2025Q2: 968 shares; 2025Q3: 1,064 shares; 2025Q4: not reported; 2026Q1: 51,419 shares; 2026Q2: 58,701 shares 58,701 $2.98M 0.04% +7,282 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: 77,638 shares; 2024Q4: 76,611 shares; 2025Q1: 76,623 shares; 2025Q2: 82,377 shares; 2025Q3: 83,084 shares; 2025Q4: 75,941 shares; 2026Q1: 73,020 shares; 2026Q2: 29,151 shares 29,151 $2.98M 0.04% -43,869 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,884 shares; 2024Q4: 5,584 shares; 2025Q1: 5,584 shares; 2025Q2: 6,614 shares; 2025Q3: 6,386 shares; 2025Q4: 6,633 shares; 2026Q1: 6,585 shares; 2026Q2: 6,062 shares 6,062 $2.98M 0.04% -523 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 108,321 shares; 2024Q4: 113,877 shares; 2025Q1: 113,877 shares; 2025Q2: 136,548 shares; 2025Q3: 645 shares; 2025Q4: not reported; 2026Q1: 1,731 shares; 2026Q2: 14,746 shares 14,746 $2.98M 0.04% +13,015 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,075 shares; 2024Q4: 42,247 shares; 2025Q1: 42,255 shares; 2025Q2: 23,700 shares; 2025Q3: 25,107 shares; 2025Q4: 26,360 shares; 2026Q1: 27,273 shares; 2026Q2: 27,685 shares 27,685 $2.98M 0.04% +412 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: 4,299 shares; 2024Q4: 5,463 shares; 2025Q1: 5,463 shares; 2025Q2: 6,600 shares; 2025Q3: 6,837 shares; 2025Q4: 6,319 shares; 2026Q1: 6,578 shares; 2026Q2: 5,982 shares 5,982 $2.97M 0.04% -596 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: 12,374 shares; 2024Q4: 12,405 shares; 2025Q1: 12,405 shares; 2025Q2: 11,440 shares; 2025Q3: 12,386 shares; 2025Q4: 12,929 shares; 2026Q1: 12,370 shares; 2026Q2: 12,195 shares 12,195 $2.96M 0.04% -175 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 192,915 shares; 2024Q4: 280,270 shares; 2025Q1: 280,270 shares; 2025Q2: 390,542 shares; 2025Q3: 371,463 shares; 2025Q4: 346,333 shares; 2026Q1: 72,431 shares; 2026Q2: 79,304 shares 79,304 $2.94M 0.04% +6,873 Timeline DTCR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 520 shares; 2025Q1: 520 shares; 2025Q2: 520 shares; 2025Q3: 520 shares; 2025Q4: not reported; 2026Q1: 17,704 shares; 2026Q2: 96,198 shares 96,198 $2.92M 0.04% +78,494 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,359 shares; 2024Q4: 27,163 shares; 2025Q1: 28,222 shares; 2025Q2: 32,716 shares; 2025Q3: 34,296 shares; 2025Q4: 33,542 shares; 2026Q1: 33,557 shares; 2026Q2: 35,100 shares 35,100 $2.89M 0.03% +1,543 Timeline UFO PROCURE ETF TRUST II More: the full row for PROCURE ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,684 shares; 2025Q1: 1,684 shares; 2025Q2: 2,397 shares; 2025Q3: 1,805 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 56,876 shares 56,876 $2.88M 0.03% new Timeline SPHY 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: 311,830 shares; 2024Q4: 403,614 shares; 2025Q1: 403,614 shares; 2025Q2: 582,944 shares; 2025Q3: 582,366 shares; 2025Q4: 549,655 shares; 2026Q1: 105,715 shares; 2026Q2: 122,603 shares 122,603 $2.87M 0.03% +16,888 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,677 shares; 2025Q1: 3,677 shares; 2025Q2: 9,463 shares; 2025Q3: 90,727 shares; 2025Q4: 114,943 shares; 2026Q1: 78,187 shares; 2026Q2: 103,043 shares 103,043 $2.85M 0.03% +24,856 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: 125,886 shares; 2024Q4: 132,765 shares; 2025Q1: 132,765 shares; 2025Q2: 145,460 shares; 2025Q3: 153,560 shares; 2025Q4: 169,603 shares; 2026Q1: 188,994 shares; 2026Q2: 260,787 shares 260,787 $2.85M 0.03% +71,793 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: 83,080 shares; 2024Q4: 84,689 shares; 2025Q1: 84,981 shares; 2025Q2: 107,082 shares; 2025Q3: 115,346 shares; 2025Q4: 124,862 shares; 2026Q1: 122,982 shares; 2026Q2: 118,067 shares 118,067 $2.84M 0.03% -4,915 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,847 shares; 2024Q4: 28,451 shares; 2025Q1: 29,623 shares; 2025Q2: 30,804 shares; 2025Q3: 30,407 shares; 2025Q4: 30,842 shares; 2026Q1: 29,136 shares; 2026Q2: 28,915 shares 28,915 $2.84M 0.03% -221 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: 5,034 shares; 2024Q4: 5,550 shares; 2025Q1: 5,573 shares; 2025Q2: 4,420 shares; 2025Q3: 4,646 shares; 2025Q4: 9,205 shares; 2026Q1: 10,031 shares; 2026Q2: 11,094 shares 11,094 $2.84M 0.03% +1,063 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: 2,997 shares; 2024Q4: 5,128 shares; 2025Q1: 5,148 shares; 2025Q2: 5,706 shares; 2025Q3: 5,828 shares; 2025Q4: 6,929 shares; 2026Q1: 8,070 shares; 2026Q2: 8,450 shares 8,450 $2.83M 0.03% +380 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: 3,641 shares; 2024Q4: 5,138 shares; 2025Q1: 5,140 shares; 2025Q2: 6,412 shares; 2025Q3: 7,617 shares; 2025Q4: 8,288 shares; 2026Q1: 10,508 shares; 2026Q2: 11,379 shares 11,379 $2.83M 0.03% +871 Timeline RTO RENTOKIL INITIAL PLC More: the full row for RENTOKIL INITIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,223 shares; 2024Q4: 35,599 shares; 2025Q1: 35,599 shares; 2025Q2: 47,599 shares; 2025Q3: 47,868 shares; 2025Q4: 76,018 shares; 2026Q1: 81,221 shares; 2026Q2: 98,085 shares 98,085 $2.81M 0.03% +16,864 Timeline STEW SRH TOTAL RETURN FUND INC More: the full row for SRH TOTAL RETURN FUND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,064 shares; 2024Q4: 101,188 shares; 2025Q1: 101,188 shares; 2025Q2: 93,940 shares; 2025Q3: 125,228 shares; 2025Q4: 136,433 shares; 2026Q1: 133,164 shares; 2026Q2: 156,585 shares 156,585 $2.8M 0.03% +23,421 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: 9,061 shares; 2024Q4: 26,730 shares; 2025Q1: 26,730 shares; 2025Q2: 39,624 shares; 2025Q3: 38,424 shares; 2025Q4: 37,184 shares; 2026Q1: 43,500 shares; 2026Q2: 45,262 shares 45,262 $2.8M 0.03% +1,762 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: 10,796 shares; 2024Q4: 13,399 shares; 2025Q1: 15,493 shares; 2025Q2: 14,293 shares; 2025Q3: 18,014 shares; 2025Q4: 18,023 shares; 2026Q1: 24,774 shares; 2026Q2: 24,442 shares 24,442 $2.79M 0.03% -332 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: 5,547 shares; 2024Q4: 6,872 shares; 2025Q1: 6,872 shares; 2025Q2: 7,474 shares; 2025Q3: 6,622 shares; 2025Q4: 7,573 shares; 2026Q1: 9,176 shares; 2026Q2: 10,344 shares 10,344 $2.78M 0.03% +1,168 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: 24,117 shares; 2024Q4: 22,969 shares; 2025Q1: 23,514 shares; 2025Q2: 10,672 shares; 2025Q3: 8,078 shares; 2025Q4: 9,428 shares; 2026Q1: 10,096 shares; 2026Q2: 13,038 shares 13,038 $2.77M 0.03% +2,942 Timeline TUA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,480 shares; 2024Q4: 27,135 shares; 2025Q1: 27,135 shares; 2025Q2: 84,934 shares; 2025Q3: 103,622 shares; 2025Q4: 129,655 shares; 2026Q1: 152,411 shares; 2026Q2: 135,797 shares 135,797 $2.77M 0.03% -16,614 Timeline FFSM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 757 shares; 2024Q4: 1,225 shares; 2025Q1: 1,225 shares; 2025Q2: 11,064 shares; 2025Q3: 29,610 shares; 2025Q4: 46,773 shares; 2026Q1: 57,625 shares; 2026Q2: 72,489 shares 72,489 $2.77M 0.03% +14,864 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: 4,402 shares; 2024Q4: 3,940 shares; 2025Q1: 3,940 shares; 2025Q2: 3,882 shares; 2025Q3: 4,039 shares; 2025Q4: 10,795 shares; 2026Q1: 19,853 shares; 2026Q2: 40,963 shares 40,963 $2.77M 0.03% +21,110 Timeline VWOB 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: 50,221 shares; 2024Q4: 50,685 shares; 2025Q1: 51,256 shares; 2025Q2: 44,656 shares; 2025Q3: 33,737 shares; 2025Q4: 35,812 shares; 2026Q1: 40,690 shares; 2026Q2: 41,083 shares 41,083 $2.76M 0.03% +393 Timeline CWB 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: 30,402 shares; 2024Q4: 28,856 shares; 2025Q1: 29,679 shares; 2025Q2: 25,602 shares; 2025Q3: 22,399 shares; 2025Q4: 22,754 shares; 2026Q1: 23,946 shares; 2026Q2: 25,584 shares 25,584 $2.76M 0.03% +1,638 Timeline UL UNILEVER PLC More: the full row for UNILEVER 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: 41,182 shares; 2026Q1: 46,551 shares; 2026Q2: 45,823 shares 45,823 $2.75M 0.03% -728 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: 12,296 shares 12,296 $2.75M 0.03% new Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,091 shares; 2024Q4: 3,362 shares; 2025Q1: 3,362 shares; 2025Q2: 8,962 shares; 2025Q3: 9,142 shares; 2025Q4: 11,430 shares; 2026Q1: 13,005 shares; 2026Q2: 13,653 shares 13,653 $2.75M 0.03% +648 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: 22,673 shares; 2024Q4: 23,521 shares; 2025Q1: 23,646 shares; 2025Q2: 5,383 shares; 2025Q3: 12,357 shares; 2025Q4: 13,106 shares; 2026Q1: 18,702 shares; 2026Q2: 46,685 shares 46,685 $2.75M 0.03% +27,983 Timeline FDMO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 451 shares; 2025Q3: 480 shares; 2025Q4: not reported; 2026Q1: 31,598 shares; 2026Q2: 27,879 shares 27,879 $2.75M 0.03% -3,719 Timeline EDIV 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: 816 shares; 2024Q4: 850 shares; 2025Q1: 850 shares; 2025Q2: 10,461 shares; 2025Q3: 24,715 shares; 2025Q4: 33,181 shares; 2026Q1: 36,272 shares; 2026Q2: 67,008 shares 67,008 $2.74M 0.03% +30,736 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: 14,400 shares; 2024Q4: 16,260 shares; 2025Q1: 16,260 shares; 2025Q2: 28,394 shares; 2025Q3: 30,736 shares; 2025Q4: 28,067 shares; 2026Q1: 18,920 shares; 2026Q2: 21,061 shares 21,061 $2.73M 0.03% +2,141 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,091 shares; 2024Q4: 11,715 shares; 2025Q1: 11,924 shares; 2025Q2: 17,713 shares; 2025Q3: 18,966 shares; 2025Q4: 19,469 shares; 2026Q1: 24,081 shares; 2026Q2: 24,825 shares 24,825 $2.73M 0.03% +744 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,930 shares; 2024Q4: 16,799 shares; 2025Q1: 16,799 shares; 2025Q2: 19,012 shares; 2025Q3: 18,853 shares; 2025Q4: 14,059 shares; 2026Q1: 17,186 shares; 2026Q2: 17,562 shares 17,562 $2.72M 0.03% +376 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: 12,287 shares 12,287 $2.72M 0.03% new 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: 5,885 shares; 2024Q4: 7,041 shares; 2025Q1: 7,041 shares; 2025Q2: 10,206 shares; 2025Q3: 10,743 shares; 2025Q4: 11,333 shares; 2026Q1: 11,138 shares; 2026Q2: 12,103 shares 12,103 $2.71M 0.03% +965 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: 206,271 shares; 2024Q4: 219,592 shares; 2025Q1: 219,790 shares; 2025Q2: 157,124 shares; 2025Q3: 156,746 shares; 2025Q4: 132,869 shares; 2026Q1: 282,202 shares; 2026Q2: 43,402 shares 43,402 $2.7M 0.03% -238,800 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,779 shares; 2024Q4: 14,169 shares; 2025Q1: 14,169 shares; 2025Q2: 38,914 shares; 2025Q3: 27,030 shares; 2025Q4: 85,944 shares; 2026Q1: 70,998 shares; 2026Q2: 89,550 shares 89,550 $2.69M 0.03% +18,552 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,858 shares; 2024Q4: 51,899 shares; 2025Q1: 51,993 shares; 2025Q2: 41,780 shares; 2025Q3: 47,193 shares; 2025Q4: 48,509 shares; 2026Q1: 49,787 shares; 2026Q2: 53,867 shares 53,867 $2.68M 0.03% +4,080 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: 1,853 shares; 2024Q4: 2,658 shares; 2025Q1: 2,660 shares; 2025Q2: 2,795 shares; 2025Q3: 2,783 shares; 2025Q4: 2,778 shares; 2026Q1: 2,981 shares; 2026Q2: 2,350 shares 2,350 $2.66M 0.03% -631 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,993 shares; 2024Q4: 27,215 shares; 2025Q1: 27,215 shares; 2025Q2: 31,100 shares; 2025Q3: 39,360 shares; 2025Q4: 51,946 shares; 2026Q1: 49,875 shares; 2026Q2: 36,553 shares 36,553 $2.66M 0.03% -13,322 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 519 shares; 2024Q4: 519 shares; 2025Q1: 519 shares; 2025Q2: 5,568 shares; 2025Q3: 27,206 shares; 2025Q4: 30,017 shares; 2026Q1: 30,569 shares; 2026Q2: 29,015 shares 29,015 $2.66M 0.03% -1,554 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: 1,945 shares; 2024Q4: 1,849 shares; 2025Q1: 1,849 shares; 2025Q2: 19,747 shares; 2025Q3: 21,213 shares; 2025Q4: 20,663 shares; 2026Q1: 20,980 shares; 2026Q2: 21,236 shares 21,236 $2.65M 0.03% +256 Timeline DCRE DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 92,886 shares; 2026Q2: 50,971 shares 50,971 $2.64M 0.03% -41,915 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,933 shares; 2024Q4: 5,744 shares; 2025Q1: 5,744 shares; 2025Q2: 7,505 shares; 2025Q3: 8,788 shares; 2025Q4: 10,511 shares; 2026Q1: 47,334 shares; 2026Q2: 56,793 shares 56,793 $2.64M 0.03% +9,459 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,447 shares; 2024Q4: 24,197 shares; 2025Q1: 24,197 shares; 2025Q2: 56,490 shares; 2025Q3: 61,511 shares; 2025Q4: 56,310 shares; 2026Q1: 46,761 shares; 2026Q2: 46,674 shares 46,674 $2.62M 0.03% -87 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,494 shares; 2024Q4: 17,186 shares; 2025Q1: 18,357 shares; 2025Q2: 21,687 shares; 2025Q3: 14,192 shares; 2025Q4: 15,381 shares; 2026Q1: 11,214 shares; 2026Q2: 11,888 shares 11,888 $2.6M 0.03% +674 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: 16,865 shares; 2024Q4: 18,036 shares; 2025Q1: 18,592 shares; 2025Q2: 20,786 shares; 2025Q3: 21,941 shares; 2025Q4: 22,741 shares; 2026Q1: 18,759 shares; 2026Q2: 21,918 shares 21,918 $2.58M 0.03% +3,159 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30 shares; 2024Q4: 220 shares; 2025Q1: 220 shares; 2025Q2: 25,508 shares; 2025Q3: 26,660 shares; 2025Q4: 29,561 shares; 2026Q1: 30,106 shares; 2026Q2: 28,852 shares 28,852 $2.57M 0.03% -1,254 Timeline CAFX PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 65,281 shares; 2025Q1: 65,281 shares; 2025Q2: 334,366 shares; 2025Q3: 336,044 shares; 2025Q4: 337,487 shares; 2026Q1: 314,744 shares; 2026Q2: 104,213 shares 104,213 $2.57M 0.03% -210,531 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,251 shares; 2024Q4: 8,260 shares; 2025Q1: 8,260 shares; 2025Q2: 9,669 shares; 2025Q3: 10,544 shares; 2025Q4: 10,971 shares; 2026Q1: 10,920 shares; 2026Q2: 9,844 shares 9,844 $2.56M 0.03% -1,076 Timeline NATO THEMES ETF TR More: the full row for THEMES 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: 24,209 shares; 2025Q3: 24,748 shares; 2025Q4: 25,574 shares; 2026Q1: 21,358 shares; 2026Q2: 63,071 shares 63,071 $2.56M 0.03% +41,713 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,638 shares; 2024Q4: 6,498 shares; 2025Q1: 6,498 shares; 2025Q2: 5,359 shares; 2025Q3: 10,760 shares; 2025Q4: 17,351 shares; 2026Q1: 21,958 shares; 2026Q2: 15,792 shares 15,792 $2.56M 0.03% -6,166 Timeline IOCT 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: 69,833 shares; 2025Q1: 69,833 shares; 2025Q2: 68,245 shares; 2025Q3: 67,970 shares; 2025Q4: 67,305 shares; 2026Q1: 66,786 shares; 2026Q2: 69,180 shares 69,180 $2.56M 0.03% +2,394 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,491 shares; 2024Q4: 38,543 shares; 2025Q1: 39,186 shares; 2025Q2: 41,690 shares; 2025Q3: 41,869 shares; 2025Q4: 43,019 shares; 2026Q1: 42,987 shares; 2026Q2: 45,006 shares 45,006 $2.54M 0.03% +2,019 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,072 shares; 2024Q4: 2,259 shares; 2025Q1: 2,259 shares; 2025Q2: 1,867 shares; 2025Q3: 2,224 shares; 2025Q4: 3,094 shares; 2026Q1: 3,223 shares; 2026Q2: 3,523 shares 3,523 $2.54M 0.03% +300 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,940 shares; 2024Q4: 9,810 shares; 2025Q1: 9,810 shares; 2025Q2: 9,908 shares; 2025Q3: 10,289 shares; 2025Q4: 10,043 shares; 2026Q1: 9,265 shares; 2026Q2: 9,824 shares 9,824 $2.53M 0.03% +559 Timeline XXV SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 52,876 shares; 2026Q2: 107,055 shares 107,055 $2.53M 0.03% +54,179 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,319 shares; 2024Q4: 7,669 shares; 2025Q1: 7,744 shares; 2025Q2: 9,696 shares; 2025Q3: 9,925 shares; 2025Q4: 10,104 shares; 2026Q1: 9,855 shares; 2026Q2: 11,822 shares 11,822 $2.52M 0.03% +1,967 Timeline BBHY 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: 508 shares; 2024Q4: 508 shares; 2025Q1: 508 shares; 2025Q2: 9,757 shares; 2025Q3: 23,773 shares; 2025Q4: 28,520 shares; 2026Q1: 49,045 shares; 2026Q2: 54,541 shares 54,541 $2.51M 0.03% +5,496 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,198 shares; 2024Q4: 17,230 shares; 2025Q1: 17,230 shares; 2025Q2: 104,519 shares; 2025Q3: 135,388 shares; 2025Q4: 182,449 shares; 2026Q1: 173,824 shares; 2026Q2: 182,009 shares 182,009 $2.51M 0.03% +8,185 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,005 shares; 2024Q4: 2,581 shares; 2025Q1: 2,581 shares; 2025Q2: 4,361 shares; 2025Q3: 4,737 shares; 2025Q4: 9,198 shares; 2026Q1: 10,071 shares; 2026Q2: 10,349 shares 10,349 $2.51M 0.03% +278 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,925 shares; 2024Q4: 42,720 shares; 2025Q1: 42,720 shares; 2025Q2: 49,971 shares; 2025Q3: 56,334 shares; 2025Q4: 66,468 shares; 2026Q1: 81,207 shares; 2026Q2: 86,391 shares 86,391 $2.51M 0.03% +5,184 Timeline YYY 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: 138,957 shares; 2024Q4: 150,186 shares; 2025Q1: 150,186 shares; 2025Q2: 167,480 shares; 2025Q3: 176,150 shares; 2025Q4: 179,874 shares; 2026Q1: 186,875 shares; 2026Q2: 217,081 shares 217,081 $2.5M 0.03% +30,206 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: 23,267 shares; 2024Q4: 24,544 shares; 2025Q1: 24,619 shares; 2025Q2: 21,741 shares; 2025Q3: 22,869 shares; 2025Q4: 24,786 shares; 2026Q1: 23,829 shares; 2026Q2: 26,111 shares 26,111 $2.5M 0.03% +2,282 Timeline XRMI 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: 89,155 shares; 2024Q4: 95,432 shares; 2025Q1: 95,432 shares; 2025Q2: 103,890 shares; 2025Q3: 110,836 shares; 2025Q4: 114,459 shares; 2026Q1: 119,883 shares; 2026Q2: 143,132 shares 143,132 $2.46M 0.03% +23,249 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,318 shares; 2024Q4: 6,695 shares; 2025Q1: 6,695 shares; 2025Q2: 7,797 shares; 2025Q3: 9,578 shares; 2025Q4: 7,616 shares; 2026Q1: 9,115 shares; 2026Q2: 9,075 shares 9,075 $2.45M 0.03% -40 Timeline BUFF 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: 365 shares; 2024Q4: 7,631 shares; 2025Q1: 7,631 shares; 2025Q2: 24,618 shares; 2025Q3: 19,575 shares; 2025Q4: 26,212 shares; 2026Q1: 44,023 shares; 2026Q2: 46,348 shares 46,348 $2.44M 0.03% +2,325 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,610 shares; 2024Q4: 2,814 shares; 2025Q1: 2,814 shares; 2025Q2: 3,037 shares; 2025Q3: 3,526 shares; 2025Q4: 20,424 shares; 2026Q1: 27,199 shares; 2026Q2: 24,581 shares 24,581 $2.44M 0.03% -2,618 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: 3,287 shares; 2024Q4: 29,204 shares; 2025Q1: 29,204 shares; 2025Q2: 35,932 shares; 2025Q3: 48,792 shares; 2025Q4: 55,740 shares; 2026Q1: 60,964 shares; 2026Q2: 46,389 shares 46,389 $2.43M 0.03% -14,575 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,990 shares; 2024Q4: 5,530 shares; 2025Q1: 5,530 shares; 2025Q2: 6,877 shares; 2025Q3: 7,423 shares; 2025Q4: 12,465 shares; 2026Q1: 13,085 shares; 2026Q2: 13,802 shares 13,802 $2.43M 0.03% +717 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,465 shares; 2024Q4: 1,362 shares; 2025Q1: 1,362 shares; 2025Q2: 1,225 shares; 2025Q3: 1,320 shares; 2025Q4: 1,310 shares; 2026Q1: 1,725 shares; 2026Q2: 1,778 shares 1,778 $2.42M 0.03% +53 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,455 shares; 2024Q4: 20,762 shares; 2025Q1: 20,798 shares; 2025Q2: 26,468 shares; 2025Q3: 27,930 shares; 2025Q4: 33,899 shares; 2026Q1: 19,825 shares; 2026Q2: 22,589 shares 22,589 $2.42M 0.03% +2,764 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: 17,957 shares; 2024Q4: 21,288 shares; 2025Q1: 21,330 shares; 2025Q2: 12,631 shares; 2025Q3: 11,784 shares; 2025Q4: 12,027 shares; 2026Q1: 23,153 shares; 2026Q2: 31,135 shares 31,135 $2.41M 0.03% +7,982 Timeline CGO CALAMOS GLOBAL TOTAL RETURN More: the full row for CALAMOS GLOBAL TOTAL RETURN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 159,467 shares; 2024Q4: 176,395 shares; 2025Q1: 176,395 shares; 2025Q2: 179,121 shares; 2025Q3: 180,533 shares; 2025Q4: 175,618 shares; 2026Q1: 175,624 shares; 2026Q2: 176,675 shares 176,675 $2.41M 0.03% +1,051 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,304 shares; 2024Q4: 2,757 shares; 2025Q1: 2,757 shares; 2025Q2: 3,015 shares; 2025Q3: 2,999 shares; 2025Q4: 3,014 shares; 2026Q1: 3,193 shares; 2026Q2: 3,035 shares 3,035 $2.41M 0.03% -158 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: 9,769 shares; 2024Q4: 22,137 shares; 2025Q1: 22,137 shares; 2025Q2: 24,497 shares; 2025Q3: 24,787 shares; 2025Q4: 24,839 shares; 2026Q1: 25,699 shares; 2026Q2: 25,659 shares 25,659 $2.4M 0.03% -40 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: 10,706 shares; 2024Q4: 10,936 shares; 2025Q1: 11,036 shares; 2025Q2: 11,559 shares; 2025Q3: 10,986 shares; 2025Q4: 10,643 shares; 2026Q1: 11,233 shares; 2026Q2: 10,885 shares 10,885 $2.4M 0.03% -348 Timeline VVR INVESCO SR INCOME TR More: the full row for INVESCO SR INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 416,050 shares; 2024Q4: 450,267 shares; 2025Q1: 450,267 shares; 2025Q2: 519,162 shares; 2025Q3: 556,704 shares; 2025Q4: 594,365 shares; 2026Q1: 637,401 shares; 2026Q2: 795,132 shares 795,132 $2.39M 0.03% +157,731 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: 14,869 shares; 2024Q4: 15,717 shares; 2025Q1: 15,717 shares; 2025Q2: 6,069 shares; 2025Q3: 8,305 shares; 2025Q4: 10,357 shares; 2026Q1: 7,878 shares; 2026Q2: 7,917 shares 7,917 $2.38M 0.03% +39 Timeline DIVB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,052 shares; 2024Q4: 3,052 shares; 2025Q1: 3,052 shares; 2025Q2: 2,780 shares; 2025Q3: 2,730 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 38,545 shares 38,545 $2.37M 0.03% new Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,640 shares; 2024Q4: 50,432 shares; 2025Q1: 50,432 shares; 2025Q2: 48,958 shares; 2025Q3: 49,669 shares; 2025Q4: 49,876 shares; 2026Q1: 56,925 shares; 2026Q2: 57,441 shares 57,441 $2.36M 0.03% +516 Timeline WH WYNDHAM HOTELS & RESORTS INC More: the full row for WYNDHAM HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,828 shares; 2024Q4: 10,941 shares; 2025Q1: 10,941 shares; 2025Q2: 10,764 shares; 2025Q3: 11,091 shares; 2025Q4: 26,812 shares; 2026Q1: 27,998 shares; 2026Q2: 27,838 shares 27,838 $2.34M 0.03% -160 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: 13,034 shares; 2024Q4: 15,046 shares; 2025Q1: 15,046 shares; 2025Q2: 14,758 shares; 2025Q3: 15,157 shares; 2025Q4: 13,028 shares; 2026Q1: 12,532 shares; 2026Q2: 12,009 shares 12,009 $2.33M 0.03% -523 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 370 shares; 2024Q4: 319 shares; 2025Q1: 319 shares; 2025Q2: 15,055 shares; 2025Q3: 17,417 shares; 2025Q4: 21,034 shares; 2026Q1: 23,451 shares; 2026Q2: 19,208 shares 19,208 $2.33M 0.03% -4,243 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: 150,136 shares; 2024Q4: 156,641 shares; 2025Q1: 156,641 shares; 2025Q2: 175,601 shares; 2025Q3: 182,483 shares; 2025Q4: 179,735 shares; 2026Q1: 188,836 shares; 2026Q2: 193,282 shares 193,282 $2.33M 0.03% +4,446 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: 13,567 shares 13,567 $2.32M 0.03% new Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,289 shares; 2024Q4: 17,492 shares; 2025Q1: 17,492 shares; 2025Q2: 7,774 shares; 2025Q3: 9,002 shares; 2025Q4: 9,052 shares; 2026Q1: 10,704 shares; 2026Q2: 13,076 shares 13,076 $2.31M 0.03% +2,372 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: 12,879 shares; 2024Q4: 13,338 shares; 2025Q1: 13,338 shares; 2025Q2: 16,882 shares; 2025Q3: 17,551 shares; 2025Q4: 19,272 shares; 2026Q1: 21,529 shares; 2026Q2: 23,424 shares 23,424 $2.3M 0.03% +1,895 Timeline