USEW EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 757,626 shares; 2026Q1: 757,626 shares; 2026Q2: 757,627 shares; 2026Q3: 739,013 shares 739,013 $41.5M 10.4% -18,614 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 538,524 shares; 2025Q1: 526,952 shares; 2025Q2: 440,645 shares; 2025Q3: 435,091 shares; 2025Q4: 431,255 shares; 2026Q1: 417,363 shares; 2026Q2: 374,012 shares; 2026Q3: 337,438 shares 337,438 $18.7M 4.68% -36,574 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; 2024Q4: 37,278 shares; 2025Q1: 126,960 shares; 2025Q2: 110,071 shares; 2025Q3: 113,125 shares; 2025Q4: 101,637 shares; 2026Q1: 96,503 shares; 2026Q2: 94,669 shares; 2026Q3: 82,769 shares 82,769 $18.2M 4.56% -11,900 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 143,316 shares 143,316 $17.2M 4.32% new Timeline WCMI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,156,819 shares; 2025Q4: 1,137,920 shares; 2026Q1: 1,143,775 shares; 2026Q2: 1,038,292 shares; 2026Q3: 900,182 shares 900,182 $17M 4.26% -138,110 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 267,687 shares; 2025Q1: 253,273 shares; 2025Q2: 202,630 shares; 2025Q3: 208,086 shares; 2025Q4: 196,228 shares; 2026Q1: 184,607 shares; 2026Q2: 184,919 shares; 2026Q3: 160,605 shares 160,605 $16.7M 4.2% -24,314 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 285,488 shares; 2025Q1: 284,791 shares; 2025Q2: 263,224 shares; 2025Q3: 276,508 shares; 2025Q4: 305,394 shares; 2026Q1: 311,459 shares; 2026Q2: 316,571 shares; 2026Q3: 344,206 shares 344,206 $16.7M 4.2% +27,635 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 776,007 shares; 2025Q1: 793,639 shares; 2025Q2: 553,088 shares; 2025Q3: 528,495 shares; 2025Q4: 503,323 shares; 2026Q1: 480,368 shares; 2026Q2: 398,999 shares; 2026Q3: 327,714 shares 327,714 $16.7M 4.2% -71,285 Timeline EVSD MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 298,979 shares; 2026Q2: 311,981 shares; 2026Q3: 333,565 shares 333,565 $16.7M 4.18% +21,584 Timeline JVAL 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 232,402 shares 232,402 $13.6M 3.42% new Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 60,720 shares; 2025Q1: 68,390 shares; 2025Q2: 75,524 shares; 2025Q3: 72,831 shares; 2025Q4: 56,328 shares; 2026Q1: 55,588 shares; 2026Q2: 55,366 shares; 2026Q3: 53,196 shares 53,196 $13.4M 3.36% -2,170 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 191,943 shares; 2025Q1: 188,207 shares; 2025Q2: 182,137 shares; 2025Q3: 176,704 shares; 2025Q4: 173,047 shares; 2026Q1: 187,568 shares; 2026Q2: 187,945 shares; 2026Q3: 165,503 shares 165,503 $12.5M 3.13% -22,442 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 78,730 shares; 2026Q3: 118,239 shares 118,239 $12.1M 3.04% +39,509 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 206,352 shares; 2025Q1: 197,542 shares; 2025Q2: 163,018 shares; 2025Q3: 166,941 shares; 2025Q4: 166,516 shares; 2026Q1: 186,428 shares; 2026Q2: 179,122 shares; 2026Q3: 176,546 shares 176,546 $12M 3.02% -2,576 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; 2024Q4: 67,079 shares; 2025Q1: 64,531 shares; 2025Q2: 45,671 shares; 2025Q3: 47,093 shares; 2025Q4: 53,696 shares; 2026Q1: 59,379 shares; 2026Q2: 59,876 shares; 2026Q3: 55,913 shares 55,913 $11.8M 2.97% -3,963 Timeline DEXC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 152,469 shares; 2025Q3: 148,556 shares; 2025Q4: 143,958 shares; 2026Q1: 142,846 shares; 2026Q2: 137,678 shares; 2026Q3: 125,648 shares 125,648 $9.97M 2.5% -12,030 Timeline SDCI USCF ETF TR More: the full row for USCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 314,126 shares 314,126 $9.82M 2.46% new Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 66,041 shares; 2025Q1: 64,005 shares; 2025Q2: 99,990 shares; 2025Q3: 94,536 shares; 2025Q4: 93,521 shares; 2026Q1: 91,865 shares; 2026Q2: 89,211 shares; 2026Q3: 87,130 shares 87,130 $8.95M 2.25% -2,081 Timeline GXC 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,766 shares; 2025Q3: 95,124 shares; 2025Q4: 94,401 shares; 2026Q1: 98,413 shares; 2026Q2: 96,887 shares; 2026Q3: 93,609 shares 93,609 $7.95M 1.99% -3,278 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 88,956 shares; 2025Q1: 84,903 shares; 2025Q2: 84,189 shares; 2025Q3: 83,814 shares; 2025Q4: 64,080 shares; 2026Q1: 64,080 shares; 2026Q2: 128,441 shares; 2026Q3: 126,968 shares 126,968 $6.99M 1.75% -1,473 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; 2024Q4: 28,276 shares; 2025Q1: 27,231 shares; 2025Q2: 26,309 shares; 2025Q3: 24,902 shares; 2025Q4: 23,079 shares; 2026Q1: 24,336 shares; 2026Q2: 22,047 shares; 2026Q3: 19,638 shares 19,638 $6.05M 1.52% -2,409 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 88,105 shares; 2025Q1: 88,105 shares; 2025Q2: 88,105 shares; 2025Q3: 88,104 shares; 2025Q4: 88,104 shares; 2026Q1: 88,104 shares; 2026Q2: 80,684 shares; 2026Q3: 80,684 shares 80,684 $5.33M 1.34% 0 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 56,487 shares; 2025Q1: 55,316 shares; 2025Q2: 55,328 shares; 2025Q3: 54,308 shares; 2025Q4: 54,174 shares; 2026Q1: 54,175 shares; 2026Q2: 53,738 shares; 2026Q3: 53,358 shares 53,358 $5.12M 1.28% -380 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; 2024Q4: 18,238 shares; 2025Q1: 17,558 shares; 2025Q2: 17,509 shares; 2025Q3: 15,923 shares; 2025Q4: 6,466 shares; 2026Q1: 6,461 shares; 2026Q2: 6,355 shares; 2026Q3: 6,199 shares 6,199 $4.8M 1.2% -156 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; 2024Q4: 16,029 shares; 2025Q1: 15,259 shares; 2025Q2: 16,145 shares; 2025Q3: 16,035 shares; 2025Q4: 6,776 shares; 2026Q1: 6,772 shares; 2026Q2: 6,678 shares; 2026Q3: 6,405 shares 6,405 $4.79M 1.2% -273 Timeline FIW 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; 2024Q4: 39,639 shares; 2025Q1: 38,990 shares; 2025Q2: 64,020 shares; 2025Q3: 63,074 shares; 2025Q4: 45,659 shares; 2026Q1: 45,845 shares; 2026Q2: 44,480 shares; 2026Q3: 43,421 shares 43,421 $4.54M 1.14% -1,059 Timeline JIG 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 68,298 shares; 2025Q3: 62,333 shares; 2025Q4: 56,582 shares; 2026Q1: 56,769 shares; 2026Q2: 52,102 shares; 2026Q3: 50,417 shares 50,417 $4.23M 1.06% -1,685 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,175 shares; 2025Q3: 28,813 shares; 2025Q4: 19,938 shares; 2026Q1: 19,918 shares; 2026Q2: 18,826 shares; 2026Q3: 17,472 shares 17,472 $3.52M 0.88% -1,354 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 565,611 shares; 2025Q1: 555,479 shares; 2025Q2: 474,363 shares; 2025Q3: 86,654 shares; 2025Q4: 74,747 shares; 2026Q1: 73,434 shares; 2026Q2: 72,524 shares; 2026Q3: 66,743 shares 66,743 $3.44M 0.86% -5,781 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 30,761 shares 30,761 $3.27M 0.82% new Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 233,182 shares; 2025Q2: 221,610 shares; 2025Q3: 242,489 shares; 2025Q4: 254,861 shares; 2026Q1: 244,878 shares; 2026Q2: 242,984 shares; 2026Q3: 39,517 shares 39,517 $3.2M 0.8% -203,467 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 121,407 shares; 2025Q3: 104,971 shares; 2025Q4: 89,939 shares; 2026Q1: 89,013 shares; 2026Q2: 88,022 shares; 2026Q3: 83,984 shares 83,984 $3.18M 0.8% -4,038 Timeline BUFQ 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; 2024Q4: 206,989 shares; 2025Q1: 199,061 shares; 2025Q2: 168,631 shares; 2025Q3: 169,208 shares; 2025Q4: 142,848 shares; 2026Q1: 166,188 shares; 2026Q2: 161,091 shares; 2026Q3: 76,578 shares 76,578 $3.12M 0.78% -84,513 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 379,513 shares; 2025Q1: 62,892 shares; 2025Q2: 56,424 shares; 2025Q3: 55,367 shares; 2025Q4: 55,211 shares; 2026Q1: 55,211 shares; 2026Q2: 45,980 shares; 2026Q3: 45,980 shares 45,980 $2.86M 0.72% 0 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 30,430 shares; 2025Q1: 30,430 shares; 2025Q2: 30,430 shares; 2025Q3: 30,430 shares; 2025Q4: 30,144 shares; 2026Q1: 30,144 shares; 2026Q2: 30,314 shares; 2026Q3: 30,195 shares 30,195 $2.76M 0.69% -119 Timeline FVAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 92,600 shares; 2025Q1: 81,530 shares; 2025Q2: 81,530 shares; 2025Q3: 81,530 shares; 2025Q4: 33,192 shares; 2026Q1: 33,192 shares; 2026Q2: 33,185 shares; 2026Q3: 33,185 shares 33,185 $2.73M 0.68% 0 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 55,217 shares; 2025Q1: 52,002 shares; 2025Q2: 52,003 shares; 2025Q3: 52,003 shares; 2025Q4: 28,002 shares; 2026Q1: 28,002 shares; 2026Q2: 28,216 shares; 2026Q3: 28,207 shares 28,207 $2.17M 0.54% -9 Timeline CNYA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 363,232 shares; 2025Q1: 357,114 shares; 2025Q2: 289,738 shares; 2025Q3: 75,981 shares; 2025Q4: 66,522 shares; 2026Q1: 66,624 shares; 2026Q2: 65,920 shares; 2026Q3: 64,617 shares 64,617 $2.14M 0.54% -1,303 Timeline PWB 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; 2024Q4: 20,811 shares; 2025Q1: 20,811 shares; 2025Q2: 26,918 shares; 2025Q3: 24,402 shares; 2025Q4: 14,781 shares; 2026Q1: 14,309 shares; 2026Q2: 13,767 shares; 2026Q3: 12,946 shares 12,946 $2.11M 0.53% -821 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,532 shares; 2025Q1: 10,225 shares; 2025Q2: 14,179 shares; 2025Q3: 14,591 shares; 2025Q4: 15,501 shares; 2026Q1: 16,110 shares; 2026Q2: 16,419 shares; 2026Q3: 21,929 shares 21,929 $1.96M 0.49% +5,510 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 86,554 shares; 2025Q3: 63,816 shares; 2025Q4: 20,977 shares; 2026Q1: 20,188 shares; 2026Q2: 20,058 shares; 2026Q3: 18,645 shares 18,645 $1.68M 0.42% -1,413 Timeline RAFE PIMCO EQUITY SER More: the full row for PIMCO EQUITY SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 33,139 shares 33,139 $1.64M 0.41% new 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; 2024Q4: 25,251 shares; 2025Q1: 22,369 shares; 2025Q2: 23,499 shares; 2025Q3: 24,855 shares; 2025Q4: 25,086 shares; 2026Q1: 24,089 shares; 2026Q2: 24,194 shares; 2026Q3: 20,518 shares 20,518 $1.63M 0.41% -3,676 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 94,914 shares; 2025Q3: 78,009 shares; 2025Q4: 39,338 shares; 2026Q1: 37,168 shares; 2026Q2: 36,677 shares; 2026Q3: 33,785 shares 33,785 $1.61M 0.4% -2,892 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,362 shares; 2025Q1: 17,362 shares; 2025Q2: 17,362 shares; 2025Q3: 17,362 shares; 2025Q4: 17,362 shares; 2026Q1: 17,362 shares; 2026Q2: 17,362 shares; 2026Q3: 17,362 shares 17,362 $1.48M 0.37% 0 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,718 shares; 2025Q1: 6,118 shares; 2025Q2: 5,870 shares; 2025Q3: 5,634 shares; 2025Q4: 4,126 shares; 2026Q1: 4,126 shares; 2026Q2: 3,927 shares; 2026Q3: 3,927 shares 3,927 $1.34M 0.34% 0 Timeline CGW 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; 2024Q4: 71,502 shares; 2025Q1: 66,528 shares; 2025Q2: 66,528 shares; 2025Q3: 66,528 shares; 2025Q4: 20,991 shares; 2026Q1: 20,991 shares; 2026Q2: 20,990 shares; 2026Q3: 20,890 shares 20,890 $1.33M 0.33% -100 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 50,944 shares; 2025Q1: 46,457 shares; 2025Q2: 28,337 shares; 2025Q3: 30,925 shares; 2025Q4: 28,479 shares; 2026Q1: 23,511 shares; 2026Q2: 22,106 shares; 2026Q3: 18,213 shares 18,213 $1.25M 0.31% -3,893 Timeline GEW EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,560 shares; 2026Q1: 20,560 shares; 2026Q2: 20,560 shares; 2026Q3: 20,560 shares 20,560 $1.14M 0.28% 0 Timeline IBMP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 44,715 shares; 2025Q1: 44,715 shares; 2025Q2: 44,715 shares; 2025Q3: 44,715 shares; 2025Q4: 44,715 shares; 2026Q1: 44,715 shares; 2026Q2: 44,715 shares; 2026Q3: 44,715 shares 44,715 $1.13M 0.28% 0 Timeline CVSB 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; 2024Q4: 12,523 shares; 2025Q1: 12,088 shares; 2025Q2: 11,588 shares; 2025Q3: 15,498 shares; 2025Q4: 16,657 shares; 2026Q1: 17,330 shares; 2026Q2: 17,652 shares; 2026Q3: 19,972 shares 19,972 $1.01M 0.25% +2,320 Timeline RWK 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; 2024Q4: 187,246 shares; 2025Q1: 183,263 shares; 2025Q2: 136,402 shares; 2025Q3: 12,822 shares; 2025Q4: 7,470 shares; 2026Q1: 7,324 shares; 2026Q2: 7,263 shares; 2026Q3: 7,081 shares 7,081 $1M 0.25% -182 Timeline CVIE MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 11,830 shares 11,830 $970K 0.24% new Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,093 shares; 2025Q3: 18,093 shares; 2025Q4: 18,093 shares; 2026Q1: 18,021 shares; 2026Q2: 18,021 shares; 2026Q3: 17,668 shares 17,668 $947K 0.24% -353 Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 35,665 shares; 2025Q1: 35,665 shares; 2025Q2: 35,665 shares; 2025Q3: 35,665 shares; 2025Q4: 35,665 shares; 2026Q1: 35,665 shares; 2026Q2: 35,665 shares; 2026Q3: 35,665 shares 35,665 $913K 0.23% 0 Timeline QQMG INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,077 shares; 2025Q1: 16,671 shares; 2025Q2: 12,815 shares; 2025Q3: 12,929 shares; 2025Q4: 12,385 shares; 2026Q1: 17,980 shares; 2026Q2: 17,484 shares; 2026Q3: 15,349 shares 15,349 $801K 0.2% -2,135 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,107 shares; 2025Q1: 5,377 shares; 2025Q2: 4,274 shares; 2025Q3: 4,397 shares; 2025Q4: 4,191 shares; 2026Q1: 5,902 shares; 2026Q2: 5,749 shares; 2026Q3: 5,172 shares 5,172 $767K 0.19% -577 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,712 shares; 2025Q1: 6,753 shares; 2025Q2: 5,190 shares; 2025Q3: 5,209 shares; 2025Q4: 5,328 shares; 2026Q1: 7,806 shares; 2026Q2: 7,526 shares; 2026Q3: 6,615 shares 6,615 $759K 0.19% -911 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,158 shares; 2025Q1: 3,784 shares; 2025Q2: 3,896 shares; 2025Q3: 3,984 shares; 2025Q4: 3,494 shares; 2026Q1: 3,566 shares; 2026Q2: 3,174 shares; 2026Q3: 3,174 shares 3,174 $731K 0.18% 0 Timeline PBW 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; 2024Q4: 10,347 shares; 2025Q1: 10,310 shares; 2025Q2: 10,638 shares; 2025Q3: 10,301 shares; 2025Q4: 8,145 shares; 2026Q1: 8,165 shares; 2026Q2: 8,183 shares; 2026Q3: 25,686 shares 25,686 $727K 0.18% +17,503 Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,799 shares; 2025Q3: 10,797 shares; 2025Q4: 8,246 shares; 2026Q1: 8,676 shares; 2026Q2: 8,103 shares; 2026Q3: 5,675 shares 5,675 $687K 0.17% -2,428 Timeline FXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,567 shares; 2025Q1: 17,567 shares; 2025Q2: 17,567 shares; 2025Q3: 17,567 shares; 2025Q4: 17,567 shares; 2026Q1: 17,567 shares; 2026Q2: 17,567 shares; 2026Q3: 17,567 shares 17,567 $588K 0.15% 0 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; 2024Q4: 2,071 shares; 2025Q1: 2,071 shares; 2025Q2: 2,071 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares; 2026Q2: 1,500 shares; 2026Q3: 1,500 shares 1,500 $568K 0.14% 0 Timeline JCPI 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,614 shares; 2026Q2: 6,737 shares; 2026Q3: 8,469 shares 8,469 $392K 0.1% +1,732 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; 2024Q4: 925 shares; 2025Q1: 925 shares; 2025Q2: 925 shares; 2025Q3: 925 shares; 2025Q4: 750 shares; 2026Q1: 750 shares; 2026Q2: 750 shares; 2026Q3: 750 shares 750 $383K 0.1% 0 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; 2024Q4: 277,107 shares; 2025Q1: 276,689 shares; 2025Q2: 265,484 shares; 2025Q3: 278,489 shares; 2025Q4: 307,102 shares; 2026Q1: 8,227 shares; 2026Q2: not reported; 2026Q3: 6,188 shares 6,188 $311K 0.08% new Timeline NUDV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,233 shares; 2025Q3: 8,233 shares; 2025Q4: 8,233 shares; 2026Q1: 8,233 shares; 2026Q2: 8,233 shares; 2026Q3: 8,233 shares 8,233 $267K 0.07% 0 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,141 shares; 2025Q4: 1,141 shares; 2026Q1: 1,025 shares; 2026Q2: 1,025 shares; 2026Q3: 1,025 shares 1,025 $263K 0.07% 0 Timeline DFA INVT DIMENSIONS GROUP I… DFA INVT DIMENSIONS GROUP INC U.S… More: the full row for DFA INVT DIMENSIONS GROUP INC U.S. TRGTD VAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,771 shares 3,771 $255K 0.06% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 997 shares; 2025Q3: 973 shares; 2025Q4: 941 shares; 2026Q1: not reported; 2026Q2: 941 shares; 2026Q3: 941 shares 941 $239K 0.06% 0 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,881 shares; 2025Q1: 2,881 shares; 2025Q2: 2,881 shares; 2025Q3: 2,806 shares; 2025Q4: 666 shares; 2026Q1: not reported; 2026Q2: 666 shares; 2026Q3: 666 shares 666 $232K 0.06% 0 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,438 shares; 2025Q4: 1,438 shares; 2026Q1: not reported; 2026Q2: 1,115 shares; 2026Q3: 1,115 shares 1,115 $224K 0.06% 0 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,315 shares 2,315 $219K 0.05% new Timeline RING ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,778 shares; 2026Q1: 2,778 shares; 2026Q2: not reported; 2026Q3: 2,778 shares 2,778 $211K 0.05% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,360 shares 1,360 $209K 0.05% new Timeline IHE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,108 shares; 2026Q3: 2,108 shares 2,108 $208K 0.05% 0 Timeline DLX DELUXE CORP MEDIUM TERM NTS More: the full row for DELUXE CORP MEDIUM TERM NTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,700 shares; 2026Q2: 8,700 shares; 2026Q3: 8,700 shares 8,700 $201K 0.05% 0 Timeline VNM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,953 shares; 2025Q3: 10,953 shares; 2025Q4: 10,953 shares; 2026Q1: 10,953 shares; 2026Q2: 10,953 shares; 2026Q3: 10,953 shares 10,953 $182K 0.05% 0 Timeline XRX XEROX HOLDINGS CORP More: the full row for XEROX HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,171 shares; 2025Q1: 14,171 shares; 2025Q2: 14,171 shares; 2025Q3: 14,171 shares; 2025Q4: 14,171 shares; 2026Q1: 28,971 shares; 2026Q2: 29,071 shares; 2026Q3: 29,071 shares 29,071 $84.9K 0.02% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 120 shares 120 $68.9K 0.02% new Timeline BGS B & G FOODS INC More: the full row for B & G FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,900 shares; 2025Q1: 11,900 shares; 2025Q2: 11,900 shares; 2025Q3: 11,900 shares; 2025Q4: 11,900 shares; 2026Q1: 11,900 shares; 2026Q2: 11,900 shares; 2026Q3: 11,900 shares 11,900 $31.2K 0.01% 0 Timeline XRXDW XEROX HOLDINGS CORP More: the full row for XEROX HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,485 shares; 2026Q2: 15,535 shares; 2026Q3: 15,535 shares 15,535 $4.04K <0.01% 0 Timeline