FV 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: 291,029 shares; 2024Q4: 298,141 shares; 2025Q1: 309,595 shares; 2025Q2: 314,250 shares; 2025Q3: 312,926 shares; 2025Q4: 313,503 shares; 2026Q1: 609,498 shares; 2026Q2: 604,871 shares 604,871 $45.9M 7.37% -4,627 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: 49,617 shares; 2024Q4: 51,619 shares; 2025Q1: 55,128 shares; 2025Q2: 57,222 shares; 2025Q3: 57,341 shares; 2025Q4: 62,919 shares; 2026Q1: 132,665 shares; 2026Q2: 139,435 shares 139,435 $27.9M 4.48% +6,770 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: 10,447 shares; 2024Q4: 21,218 shares; 2025Q1: 20,371 shares; 2025Q2: 22,192 shares; 2025Q3: 26,670 shares; 2025Q4: 29,293 shares; 2026Q1: 64,004 shares; 2026Q2: 67,278 shares 67,278 $22.9M 3.68% +3,274 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: 20,662 shares; 2024Q4: 20,924 shares; 2025Q1: 20,726 shares; 2025Q2: 20,616 shares; 2025Q3: 21,185 shares; 2025Q4: 23,545 shares; 2026Q1: 50,631 shares; 2026Q2: 57,593 shares 57,593 $16.7M 2.67% +6,962 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 122,935 shares; 2024Q4: 123,231 shares; 2025Q1: 126,653 shares; 2025Q2: 128,401 shares; 2025Q3: 132,348 shares; 2025Q4: 144,655 shares; 2026Q1: 331,021 shares; 2026Q2: 332,352 shares 332,352 $16.6M 2.66% +1,331 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,882 shares; 2024Q4: 77,474 shares; 2025Q1: 84,591 shares; 2025Q2: 87,093 shares; 2025Q3: 88,812 shares; 2025Q4: 88,280 shares; 2026Q1: 182,051 shares; 2026Q2: 181,593 shares 181,593 $13.4M 2.15% -458 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: 2,158 shares; 2024Q4: 2,855 shares; 2025Q1: 4,872 shares; 2025Q2: 6,053 shares; 2025Q3: 6,530 shares; 2025Q4: 7,429 shares; 2026Q1: 16,913 shares; 2026Q2: 17,273 shares 17,273 $12.7M 2.04% +360 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: 16,077 shares; 2024Q4: 16,094 shares; 2025Q1: 15,657 shares; 2025Q2: 15,664 shares; 2025Q3: 15,779 shares; 2025Q4: 16,038 shares; 2026Q1: 32,643 shares; 2026Q2: 33,012 shares 33,012 $11.8M 1.89% +369 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: 442 shares; 2024Q4: 1,256 shares; 2025Q1: 1,324 shares; 2025Q2: 1,398 shares; 2025Q3: 3,945 shares; 2025Q4: 4,296 shares; 2026Q1: 9,106 shares; 2026Q2: 9,669 shares 9,669 $11.6M 1.86% +563 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 252,927 shares; 2025Q3: 259,060 shares; 2025Q4: 285,771 shares; 2026Q1: 571,348 shares; 2026Q2: 569,500 shares 569,500 $10.7M 1.72% -1,848 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: 62,554 shares; 2024Q4: 66,251 shares; 2025Q1: 65,979 shares; 2025Q2: 63,974 shares; 2025Q3: 64,148 shares; 2025Q4: 63,694 shares; 2026Q1: 127,271 shares; 2026Q2: 126,221 shares 126,221 $10.2M 1.64% -1,050 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 168,802 shares; 2024Q4: 136,471 shares; 2025Q1: 106,027 shares; 2025Q2: 104,457 shares; 2025Q3: 105,040 shares; 2025Q4: 104,737 shares; 2026Q1: 207,927 shares; 2026Q2: 207,292 shares 207,292 $9.99M 1.6% -635 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: 8,761 shares; 2024Q4: 9,102 shares; 2025Q1: 9,134 shares; 2025Q2: 9,088 shares; 2025Q3: 9,325 shares; 2025Q4: 10,467 shares; 2026Q1: 22,988 shares; 2026Q2: 25,783 shares 25,783 $9.62M 1.54% +2,795 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: 15,036 shares; 2024Q4: 15,423 shares; 2025Q1: 14,971 shares; 2025Q2: 15,758 shares; 2025Q3: 16,255 shares; 2025Q4: 17,370 shares; 2026Q1: 37,752 shares; 2026Q2: 39,804 shares 39,804 $9.49M 1.52% +2,052 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: not reported; 2024Q4: 30,063 shares; 2025Q1: 35,206 shares; 2025Q2: 35,865 shares; 2025Q3: 35,728 shares; 2025Q4: 35,152 shares; 2026Q1: 69,270 shares; 2026Q2: 69,651 shares 69,651 $9.28M 1.49% +381 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: 31,486 shares; 2024Q4: 32,231 shares; 2025Q1: 33,205 shares; 2025Q2: 38,897 shares; 2025Q3: 41,392 shares; 2025Q4: 48,583 shares; 2026Q1: 107,208 shares; 2026Q2: 112,373 shares 112,373 $9.13M 1.47% +5,165 Timeline MISL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 101,329 shares; 2026Q1: 191,122 shares; 2026Q2: 190,085 shares 190,085 $8.7M 1.4% -1,037 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 110,882 shares; 2025Q2: 135,416 shares; 2025Q3: 134,504 shares; 2025Q4: 143,494 shares; 2026Q1: 286,988 shares; 2026Q2: 287,086 shares 287,086 $8.66M 1.39% +98 Timeline FPX 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: 19,166 shares; 2024Q4: 22,098 shares; 2025Q1: 21,734 shares; 2025Q2: 20,231 shares; 2025Q3: 20,307 shares; 2025Q4: 20,338 shares; 2026Q1: 40,613 shares; 2026Q2: 40,464 shares 40,464 $8.34M 1.34% -149 Timeline FYT FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,119 shares; 2024Q4: 73,769 shares; 2025Q1: 71,731 shares; 2025Q2: 69,381 shares; 2025Q3: 65,746 shares; 2025Q4: 62,679 shares; 2026Q1: 122,605 shares; 2026Q2: 119,349 shares 119,349 $8.33M 1.34% -3,256 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,002 shares; 2024Q4: 11,090 shares; 2025Q1: 11,358 shares; 2025Q2: 11,923 shares; 2025Q3: 11,527 shares; 2025Q4: 12,487 shares; 2026Q1: 26,850 shares; 2026Q2: 28,036 shares 28,036 $8.27M 1.33% +1,186 Timeline OSEA HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 76,654 shares; 2025Q3: 82,699 shares; 2025Q4: 96,792 shares; 2026Q1: 229,294 shares; 2026Q2: 267,870 shares 267,870 $8.18M 1.31% +38,576 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,758 shares; 2024Q4: 57,102 shares; 2025Q1: 64,182 shares; 2025Q2: 65,663 shares; 2025Q3: 66,657 shares; 2025Q4: 66,975 shares; 2026Q1: 133,525 shares; 2026Q2: 129,422 shares 129,422 $7.73M 1.24% -4,103 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: 71,806 shares; 2024Q4: 78,550 shares; 2025Q1: 77,169 shares; 2025Q2: 77,732 shares; 2025Q3: 77,808 shares; 2025Q4: 78,113 shares; 2026Q1: 156,256 shares; 2026Q2: 157,158 shares 157,158 $7.65M 1.23% +902 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: 13,430 shares; 2024Q4: 14,707 shares; 2025Q1: 19,300 shares; 2025Q2: 21,066 shares; 2025Q3: 21,557 shares; 2025Q4: 22,187 shares; 2026Q1: 48,292 shares; 2026Q2: 57,654 shares 57,654 $7.19M 1.15% +9,362 Timeline WINN HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,240 shares; 2025Q1: 47,410 shares; 2025Q2: 68,447 shares; 2025Q3: 80,267 shares; 2025Q4: 95,947 shares; 2026Q1: 217,364 shares; 2026Q2: 220,794 shares 220,794 $7.17M 1.15% +3,430 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 16,421 shares; 2025Q1: 17,154 shares; 2025Q2: 20,890 shares; 2025Q3: 22,662 shares; 2025Q4: 26,827 shares; 2026Q1: 60,758 shares; 2026Q2: 60,206 shares 60,206 $6.82M 1.09% -552 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: 1,164 shares; 2024Q4: 2,264 shares; 2025Q1: 2,894 shares; 2025Q2: 3,475 shares; 2025Q3: 3,505 shares; 2025Q4: 3,705 shares; 2026Q1: 8,426 shares; 2026Q2: 8,858 shares 8,858 $6.76M 1.08% +432 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,945 shares; 2024Q4: 16,690 shares; 2025Q1: 16,262 shares; 2025Q2: 16,242 shares; 2025Q3: 16,217 shares; 2025Q4: 16,197 shares; 2026Q1: 31,169 shares; 2026Q2: 31,027 shares 31,027 $6.74M 1.08% -142 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: 18,747 shares; 2024Q4: 18,902 shares; 2025Q1: 19,411 shares; 2025Q2: 20,855 shares; 2025Q3: 21,356 shares; 2025Q4: 23,750 shares; 2026Q1: 53,095 shares; 2026Q2: 56,331 shares 56,331 $6.63M 1.06% +3,236 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,299 shares; 2024Q4: 13,815 shares; 2025Q1: 13,517 shares; 2025Q2: 13,082 shares; 2025Q3: 13,032 shares; 2025Q4: 13,032 shares; 2026Q1: 24,796 shares; 2026Q2: 24,640 shares 24,640 $6.52M 1.05% -156 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: 2,009 shares; 2024Q4: 2,249 shares; 2025Q1: 1,858 shares; 2025Q2: 1,809 shares; 2025Q3: 1,810 shares; 2025Q4: 2,227 shares; 2026Q1: 9,646 shares; 2026Q2: 11,533 shares 11,533 $6.5M 1.04% +1,887 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 52,893 shares; 2025Q3: 61,546 shares; 2025Q4: 77,212 shares; 2026Q1: 189,644 shares; 2026Q2: 219,119 shares 219,119 $6.43M 1.03% +29,475 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: 5,382 shares; 2024Q4: 5,090 shares; 2025Q1: 4,880 shares; 2025Q2: 4,961 shares; 2025Q3: 4,910 shares; 2025Q4: 5,071 shares; 2026Q1: 10,142 shares; 2026Q2: 10,084 shares 10,084 $5.86M 0.94% -58 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,620 shares; 2024Q4: 10,920 shares; 2025Q1: 10,615 shares; 2025Q2: 10,615 shares; 2025Q3: 10,615 shares; 2025Q4: 10,750 shares; 2026Q1: 23,360 shares; 2026Q2: 23,440 shares 23,440 $5.75M 0.92% +80 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: not reported; 2024Q4: 237 shares; 2025Q1: 257 shares; 2025Q2: 285 shares; 2025Q3: 295 shares; 2025Q4: 26,935 shares; 2026Q1: 72,132 shares; 2026Q2: 79,944 shares 79,944 $5.71M 0.92% +7,812 Timeline ALAI THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 81,658 shares; 2026Q2: 113,128 shares 113,128 $5.16M 0.83% +31,470 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: 29,803 shares; 2024Q4: 31,294 shares; 2025Q1: 32,269 shares; 2025Q2: 32,146 shares; 2025Q3: 31,965 shares; 2025Q4: 28,454 shares; 2026Q1: 54,409 shares; 2026Q2: 53,815 shares 53,815 $4.84M 0.78% -594 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: 75,918 shares; 2024Q4: 57,372 shares; 2025Q1: 57,138 shares; 2025Q2: 57,031 shares; 2025Q3: 56,918 shares; 2025Q4: 55,819 shares; 2026Q1: 110,418 shares; 2026Q2: 108,364 shares 108,364 $4.67M 0.75% -2,054 Timeline FXO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 41,390 shares; 2025Q1: 40,657 shares; 2025Q2: 40,773 shares; 2025Q3: 40,589 shares; 2025Q4: 40,331 shares; 2026Q1: 77,429 shares; 2026Q2: 71,574 shares 71,574 $4.47M 0.72% -5,855 Timeline FCVT 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: 43,527 shares; 2024Q4: 42,794 shares; 2025Q1: 42,615 shares; 2025Q2: 42,750 shares; 2025Q3: 43,133 shares; 2025Q4: 43,047 shares; 2026Q1: 83,220 shares; 2026Q2: 81,703 shares 81,703 $4.39M 0.71% -1,517 Timeline QQXT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,955 shares; 2025Q3: 23,862 shares; 2025Q4: 23,740 shares; 2026Q1: 46,047 shares; 2026Q2: 43,370 shares 43,370 $4.23M 0.68% -2,677 Timeline FTGS 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: 54,314 shares; 2024Q4: 61,276 shares; 2025Q1: 60,294 shares; 2025Q2: 60,300 shares; 2025Q3: 59,913 shares; 2025Q4: 58,692 shares; 2026Q1: 113,813 shares; 2026Q2: 112,161 shares 112,161 $4.15M 0.67% -1,652 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,715 shares; 2024Q4: 17,043 shares; 2025Q1: 17,413 shares; 2025Q2: 17,370 shares; 2025Q3: 15,894 shares; 2025Q4: 15,619 shares; 2026Q1: 30,708 shares; 2026Q2: 30,708 shares 30,708 $4.13M 0.66% 0 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,510 shares; 2024Q4: 10,381 shares; 2025Q1: 10,131 shares; 2025Q2: 10,098 shares; 2025Q3: 10,217 shares; 2025Q4: 10,504 shares; 2026Q1: 20,776 shares; 2026Q2: 20,681 shares 20,681 $4.01M 0.64% -95 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 43,022 shares; 2025Q2: 47,323 shares; 2025Q3: 47,570 shares; 2025Q4: 46,377 shares; 2026Q1: 91,380 shares; 2026Q2: 91,203 shares 91,203 $3.97M 0.64% -177 Timeline EMEQ NOMURA ETF TR More: the full row for NOMURA 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: 20,260 shares; 2026Q1: 41,270 shares; 2026Q2: 53,934 shares 53,934 $3.93M 0.63% +12,664 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,892 shares; 2024Q4: 2,063 shares; 2025Q1: 2,181 shares; 2025Q2: 5,056 shares; 2025Q3: 5,108 shares; 2025Q4: 5,199 shares; 2026Q1: 11,342 shares; 2026Q2: 11,071 shares 11,071 $3.9M 0.63% -271 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: 29,369 shares; 2024Q4: 28,528 shares; 2025Q1: 28,373 shares; 2025Q2: 27,168 shares; 2025Q3: 26,940 shares; 2025Q4: 27,000 shares; 2026Q1: 54,380 shares; 2026Q2: 47,819 shares 47,819 $3.74M 0.6% -6,561 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: 5,865 shares; 2024Q4: 6,139 shares; 2025Q1: 6,174 shares; 2025Q2: 6,027 shares; 2025Q3: 5,884 shares; 2025Q4: 6,308 shares; 2026Q1: 8,876 shares; 2026Q2: 8,880 shares 8,880 $3.73M 0.6% +4 Timeline AGIX KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,340 shares; 2026Q2: 79,472 shares 79,472 $3.73M 0.6% +61,132 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: 6,120 shares; 2025Q1: 6,565 shares; 2025Q2: 10,750 shares; 2025Q3: 10,880 shares; 2025Q4: 10,749 shares; 2026Q1: 21,728 shares; 2026Q2: 21,778 shares 21,778 $3.7M 0.59% +50 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,951 shares; 2024Q4: 52,259 shares; 2025Q1: 52,252 shares; 2025Q2: 25,939 shares; 2025Q3: 25,956 shares; 2025Q4: 24,858 shares; 2026Q1: 50,069 shares; 2026Q2: 49,694 shares 49,694 $3.41M 0.55% -375 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,796 shares; 2024Q4: 12,806 shares; 2025Q1: 12,198 shares; 2025Q2: 12,226 shares; 2025Q3: 12,083 shares; 2025Q4: 11,771 shares; 2026Q1: 22,592 shares; 2026Q2: 22,633 shares 22,633 $3.31M 0.53% +41 Timeline ONEV 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: 10,096 shares; 2024Q4: 11,278 shares; 2025Q1: 11,324 shares; 2025Q2: 11,263 shares; 2025Q3: 11,132 shares; 2025Q4: 11,508 shares; 2026Q1: 23,041 shares; 2026Q2: 23,042 shares 23,042 $3.3M 0.53% +1 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,098 shares; 2026Q2: 13,152 shares 13,152 $3.26M 0.52% -946 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,437 shares; 2024Q4: 3,316 shares; 2025Q1: 3,319 shares; 2025Q2: 3,197 shares; 2025Q3: 3,165 shares; 2025Q4: 3,113 shares; 2026Q1: 6,162 shares; 2026Q2: 24,327 shares 24,327 $3.02M 0.48% +18,165 Timeline FYC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,464 shares; 2025Q3: 9,645 shares; 2025Q4: 10,905 shares; 2026Q1: 21,809 shares; 2026Q2: 23,024 shares 23,024 $2.93M 0.47% +1,215 Timeline KVLE KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,080 shares; 2025Q3: 20,470 shares; 2025Q4: 30,705 shares; 2026Q1: 99,356 shares; 2026Q2: 102,806 shares 102,806 $2.9M 0.46% +3,450 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,850 shares; 2026Q1: 25,342 shares; 2026Q2: 26,203 shares 26,203 $2.88M 0.46% +861 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: 42,476 shares; 2024Q4: 46,689 shares; 2025Q1: 54,831 shares; 2025Q2: 55,924 shares; 2025Q3: 56,806 shares; 2025Q4: 58,556 shares; 2026Q1: 117,042 shares; 2026Q2: 45,329 shares 45,329 $2.82M 0.45% -71,713 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: 34,198 shares; 2024Q4: 36,607 shares; 2025Q1: 33,862 shares; 2025Q2: 33,622 shares; 2025Q3: 33,046 shares; 2025Q4: 29,279 shares; 2026Q1: 57,797 shares; 2026Q2: 55,436 shares 55,436 $2.8M 0.45% -2,361 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,672 shares; 2024Q4: 9,771 shares; 2025Q1: 9,779 shares; 2025Q2: 9,714 shares; 2025Q3: 9,722 shares; 2025Q4: 9,690 shares; 2026Q1: 19,042 shares; 2026Q2: 18,735 shares 18,735 $2.74M 0.44% -307 Timeline LRGG NOMURA ETF TR More: the full row for NOMURA 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: 9,680 shares; 2025Q3: 18,570 shares; 2025Q4: 36,787 shares; 2026Q1: 95,940 shares; 2026Q2: 95,330 shares 95,330 $2.62M 0.42% -610 Timeline HAPI HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 26,803 shares; 2025Q1: 27,342 shares; 2025Q2: 28,637 shares; 2025Q3: 29,163 shares; 2025Q4: 29,192 shares; 2026Q1: 58,660 shares; 2026Q2: 58,824 shares 58,824 $2.61M 0.42% +164 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: 3,436 shares; 2024Q4: 3,463 shares; 2025Q1: 3,488 shares; 2025Q2: 3,492 shares; 2025Q3: 3,521 shares; 2025Q4: 3,547 shares; 2026Q1: 7,142 shares; 2026Q2: 7,193 shares 7,193 $2.6M 0.42% +51 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,688 shares; 2026Q2: 6,007 shares 6,007 $2.59M 0.42% +319 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: 8,725 shares; 2024Q4: 9,272 shares; 2025Q1: 9,343 shares; 2025Q2: 8,753 shares; 2025Q3: 8,731 shares; 2025Q4: 8,817 shares; 2026Q1: 18,149 shares; 2026Q2: 18,063 shares 18,063 $2.48M 0.4% -86 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: 4,153 shares; 2024Q4: 4,212 shares; 2025Q1: 4,219 shares; 2025Q2: 4,305 shares; 2025Q3: 4,310 shares; 2025Q4: 4,146 shares; 2026Q1: 8,085 shares; 2026Q2: 7,949 shares 7,949 $2.41M 0.39% -136 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,195 shares; 2025Q3: 2,200 shares; 2025Q4: 2,690 shares; 2026Q1: 9,887 shares; 2026Q2: 15,042 shares 15,042 $2.28M 0.37% +5,155 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,357 shares; 2025Q4: 6,727 shares; 2026Q1: 19,358 shares; 2026Q2: 22,272 shares 22,272 $2.22M 0.36% +2,914 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: 1,170 shares; 2024Q4: 1,255 shares; 2025Q1: 1,286 shares; 2025Q2: 1,314 shares; 2025Q3: 1,315 shares; 2025Q4: 1,403 shares; 2026Q1: 4,319 shares; 2026Q2: 25,466 shares 25,466 $2.19M 0.35% +21,147 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,905 shares; 2026Q1: 5,894 shares; 2026Q2: 5,903 shares 5,903 $2.18M 0.35% +9 Timeline FRTY THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 60,830 shares; 2026Q2: 86,330 shares 86,330 $2.14M 0.34% +25,500 Timeline FAD FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,304 shares; 2024Q4: 5,316 shares; 2025Q1: 5,316 shares; 2025Q2: 5,318 shares; 2025Q3: 5,321 shares; 2025Q4: 5,337 shares; 2026Q1: 10,674 shares; 2026Q2: 10,678 shares 10,678 $2.14M 0.34% +4 Timeline PTNQ 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: 19,285 shares; 2024Q4: 21,006 shares; 2025Q1: 21,222 shares; 2025Q2: 19,802 shares; 2025Q3: 19,802 shares; 2025Q4: 19,802 shares; 2026Q1: 23,753 shares; 2026Q2: 23,753 shares 23,753 $2.11M 0.34% 0 Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC 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: 14,785 shares; 2026Q1: 41,334 shares; 2026Q2: 46,174 shares 46,174 $2.08M 0.33% +4,840 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: 13,886 shares; 2024Q4: 13,656 shares; 2025Q1: 13,654 shares; 2025Q2: 13,697 shares; 2025Q3: 13,741 shares; 2025Q4: 12,972 shares; 2026Q1: 25,854 shares; 2026Q2: 26,580 shares 26,580 $2.05M 0.33% +726 Timeline CNEQ THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,740 shares; 2026Q2: 49,598 shares 49,598 $2.05M 0.33% +19,858 Timeline RVNU DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,521 shares; 2024Q4: 51,926 shares; 2025Q1: 50,097 shares; 2025Q2: 50,441 shares; 2025Q3: 49,247 shares; 2025Q4: 48,100 shares; 2026Q1: 92,995 shares; 2026Q2: 80,022 shares 80,022 $2.03M 0.33% -12,973 Timeline NXTG 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: 7,424 shares; 2024Q4: 7,483 shares; 2025Q1: 7,975 shares; 2025Q2: 6,438 shares; 2025Q3: 6,469 shares; 2025Q4: 6,415 shares; 2026Q1: 12,458 shares; 2026Q2: 12,895 shares 12,895 $1.98M 0.32% +437 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,938 shares; 2024Q4: 9,952 shares; 2025Q1: 9,700 shares; 2025Q2: 9,660 shares; 2025Q3: 9,628 shares; 2025Q4: 9,343 shares; 2026Q1: 18,468 shares; 2026Q2: 16,508 shares 16,508 $1.93M 0.31% -1,960 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,405 shares; 2024Q4: 9,542 shares; 2025Q1: 9,374 shares; 2025Q2: 9,453 shares; 2025Q3: 10,079 shares; 2025Q4: 9,635 shares; 2026Q1: 20,008 shares; 2026Q2: 20,463 shares 20,463 $1.92M 0.31% +455 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: 866 shares; 2024Q4: 1,077 shares; 2025Q1: 1,101 shares; 2025Q2: 1,082 shares; 2025Q3: 1,088 shares; 2025Q4: 1,095 shares; 2026Q1: 2,381 shares; 2026Q2: 2,522 shares 2,522 $1.89M 0.3% +141 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,397 shares; 2024Q4: 2,452 shares; 2025Q1: 2,552 shares; 2025Q2: 2,381 shares; 2025Q3: 2,347 shares; 2025Q4: 2,392 shares; 2026Q1: 4,796 shares; 2026Q2: 4,882 shares 4,882 $1.81M 0.29% +86 Timeline FXU FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,164 shares; 2024Q4: 22,489 shares; 2025Q1: 57,453 shares; 2025Q2: 56,250 shares; 2025Q3: 55,406 shares; 2025Q4: 54,214 shares; 2026Q1: 35,891 shares; 2026Q2: 35,797 shares 35,797 $1.77M 0.28% -94 Timeline OMFS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,409 shares; 2024Q4: 34,195 shares; 2025Q1: 33,862 shares; 2025Q2: 33,038 shares; 2025Q3: 32,555 shares; 2025Q4: 15,881 shares; 2026Q1: 31,661 shares; 2026Q2: 31,765 shares 31,765 $1.69M 0.27% +104 Timeline ILDR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,938 shares; 2026Q1: 41,756 shares; 2026Q2: 43,096 shares 43,096 $1.69M 0.27% +1,340 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: 1,389 shares; 2024Q4: 1,541 shares; 2025Q1: 1,651 shares; 2025Q2: 1,568 shares; 2025Q3: 1,680 shares; 2025Q4: 1,920 shares; 2026Q1: 7,928 shares; 2026Q2: 7,760 shares 7,760 $1.69M 0.27% -168 Timeline FAB FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,920 shares; 2024Q4: 7,975 shares; 2025Q1: 7,995 shares; 2025Q2: 8,026 shares; 2025Q3: 8,061 shares; 2025Q4: 8,163 shares; 2026Q1: 16,387 shares; 2026Q2: 15,543 shares 15,543 $1.58M 0.25% -844 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 737 shares; 2026Q2: 1,464 shares 1,464 $1.56M 0.25% +727 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,786 shares; 2026Q1: 21,877 shares; 2026Q2: 21,831 shares 21,831 $1.56M 0.25% -46 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,050 shares; 2024Q4: 4,066 shares; 2025Q1: 4,226 shares; 2025Q2: 5,042 shares; 2025Q3: 5,061 shares; 2025Q4: 5,322 shares; 2026Q1: 10,683 shares; 2026Q2: 10,726 shares 10,726 $1.54M 0.25% +43 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: not reported; 2024Q4: 894 shares; 2025Q1: 1,206 shares; 2025Q2: 1,248 shares; 2025Q3: 2,082 shares; 2025Q4: 2,085 shares; 2026Q1: 4,108 shares; 2026Q2: 4,060 shares 4,060 $1.53M 0.25% -48 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: 5,079 shares; 2024Q4: 5,140 shares; 2025Q1: 5,076 shares; 2025Q2: 4,048 shares; 2025Q3: 4,054 shares; 2025Q4: 4,011 shares; 2026Q1: 7,877 shares; 2026Q2: 7,906 shares 7,906 $1.52M 0.24% +29 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,040 shares; 2024Q4: 64,966 shares; 2025Q1: 63,766 shares; 2025Q2: 63,360 shares; 2025Q3: 65,033 shares; 2025Q4: 68,394 shares; 2026Q1: 136,189 shares; 2026Q2: 131,711 shares 131,711 $1.38M 0.22% -4,478 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,069 shares; 2026Q2: 15,063 shares 15,063 $1.34M 0.22% +3,994 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: 1,091 shares; 2024Q4: 1,091 shares; 2025Q1: 1,091 shares; 2025Q2: 1,091 shares; 2025Q3: 1,091 shares; 2025Q4: 1,291 shares; 2026Q1: 2,582 shares; 2026Q2: 2,682 shares 2,682 $1.34M 0.22% +100 Timeline LDSF 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: 40,633 shares; 2024Q4: 39,245 shares; 2025Q1: 39,666 shares; 2025Q2: 39,717 shares; 2025Q3: 40,148 shares; 2025Q4: 38,974 shares; 2026Q1: 74,492 shares; 2026Q2: 70,470 shares 70,470 $1.33M 0.21% -4,022 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: 3,385 shares; 2024Q4: 3,414 shares; 2025Q1: 3,445 shares; 2025Q2: 4,681 shares; 2025Q3: 4,742 shares; 2025Q4: 4,763 shares; 2026Q1: 9,612 shares; 2026Q2: 9,596 shares 9,596 $1.31M 0.21% -16 Timeline FCEF 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: 28,556 shares; 2024Q4: 29,000 shares; 2025Q1: 29,305 shares; 2025Q2: 28,701 shares; 2025Q3: 29,927 shares; 2025Q4: 27,957 shares; 2026Q1: 56,393 shares; 2026Q2: 53,981 shares 53,981 $1.3M 0.21% -2,412 Timeline QQQJ 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: 13,363 shares; 2024Q4: 13,648 shares; 2025Q1: 13,771 shares; 2025Q2: 14,149 shares; 2025Q3: 13,994 shares; 2025Q4: 14,019 shares; 2026Q1: 28,080 shares; 2026Q2: 27,168 shares 27,168 $1.23M 0.2% -912 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: 8,409 shares; 2024Q4: 8,467 shares; 2025Q1: 8,118 shares; 2025Q2: 8,179 shares; 2025Q3: 8,143 shares; 2025Q4: 7,293 shares; 2026Q1: 14,683 shares; 2026Q2: 13,934 shares 13,934 $1.22M 0.2% -749 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,158 shares; 2026Q2: 4,668 shares 4,668 $1.19M 0.19% +510 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,163 shares; 2024Q4: 21,433 shares; 2025Q1: 21,584 shares; 2025Q2: 19,545 shares; 2025Q3: 19,646 shares; 2025Q4: 20,078 shares; 2026Q1: 37,439 shares; 2026Q2: 35,899 shares 35,899 $1.1M 0.18% -1,540 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,497 shares; 2025Q1: 5,525 shares; 2025Q2: 5,547 shares; 2025Q3: 5,574 shares; 2025Q4: 5,607 shares; 2026Q1: 11,258 shares; 2026Q2: 11,299 shares 11,299 $1.09M 0.18% +41 Timeline FXG 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: 7,281 shares; 2024Q4: 8,621 shares; 2025Q1: 8,661 shares; 2025Q2: 8,658 shares; 2025Q3: 8,768 shares; 2025Q4: 8,670 shares; 2026Q1: 17,258 shares; 2026Q2: 17,182 shares 17,182 $1.08M 0.17% -76 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,500 shares; 2025Q1: 4,300 shares; 2025Q2: 4,375 shares; 2025Q3: 4,355 shares; 2025Q4: 3,655 shares; 2026Q1: 8,130 shares; 2026Q2: 8,360 shares 8,360 $975K 0.16% +230 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 348 shares; 2025Q4: 383 shares; 2026Q1: 767 shares; 2026Q2: 1,364 shares 1,364 $937K 0.15% +597 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,806 shares; 2024Q4: 3,813 shares; 2025Q1: 3,573 shares; 2025Q2: 2,658 shares; 2025Q3: 2,663 shares; 2025Q4: 2,670 shares; 2026Q1: 5,352 shares; 2026Q2: 5,366 shares 5,366 $913K 0.15% +14 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,316 shares; 2024Q4: 4,334 shares; 2025Q1: 4,107 shares; 2025Q2: 4,117 shares; 2025Q3: 3,176 shares; 2025Q4: 3,187 shares; 2026Q1: 6,389 shares; 2026Q2: 6,403 shares 6,403 $895K 0.14% +14 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: 2,570 shares; 2024Q4: 2,596 shares; 2025Q1: 2,502 shares; 2025Q2: 2,673 shares; 2025Q3: 2,703 shares; 2025Q4: 2,699 shares; 2026Q1: 5,348 shares; 2026Q2: 5,398 shares 5,398 $895K 0.14% +50 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: 887 shares; 2024Q4: 887 shares; 2025Q1: 917 shares; 2025Q2: 967 shares; 2025Q3: 967 shares; 2025Q4: 1,087 shares; 2026Q1: 2,164 shares; 2026Q2: 2,176 shares 2,176 $865K 0.14% +12 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,187 shares; 2024Q4: 17,886 shares; 2025Q1: 18,122 shares; 2025Q2: 17,810 shares; 2025Q3: 18,001 shares; 2025Q4: 18,178 shares; 2026Q1: 36,741 shares; 2026Q2: 37,067 shares 37,067 $854K 0.14% +326 Timeline ILCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,329 shares; 2024Q4: 4,351 shares; 2025Q1: 4,371 shares; 2025Q2: 4,392 shares; 2025Q3: 4,383 shares; 2025Q4: 4,406 shares; 2026Q1: 8,844 shares; 2026Q2: 8,353 shares 8,353 $846K 0.14% -491 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,333 shares; 2024Q4: 6,663 shares; 2025Q1: 7,004 shares; 2025Q2: 7,563 shares; 2025Q3: 7,601 shares; 2025Q4: 7,820 shares; 2026Q1: 15,085 shares; 2026Q2: 15,167 shares 15,167 $842K 0.14% +82 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,874 shares; 2024Q4: 4,036 shares; 2025Q1: 4,050 shares; 2025Q2: 4,064 shares; 2025Q3: 3,474 shares; 2025Q4: 3,491 shares; 2026Q1: 7,004 shares; 2026Q2: 7,029 shares 7,029 $807K 0.13% +25 Timeline FNY FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,947 shares; 2026Q1: 5,646 shares; 2026Q2: 7,252 shares 7,252 $804K 0.13% +1,606 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,241 shares; 2024Q4: 4,258 shares; 2025Q1: 4,242 shares; 2025Q2: 4,256 shares; 2025Q3: 4,272 shares; 2025Q4: 4,290 shares; 2026Q1: 8,604 shares; 2026Q2: 8,297 shares 8,297 $801K 0.13% -307 Timeline SRVR 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: 13,427 shares; 2024Q4: 13,330 shares; 2025Q1: 12,602 shares; 2025Q2: 12,646 shares; 2025Q3: 12,699 shares; 2025Q4: 12,445 shares; 2026Q1: 24,869 shares; 2026Q2: 24,923 shares 24,923 $792K 0.13% +54 Timeline HISF 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: 12,437 shares; 2024Q4: 12,581 shares; 2025Q1: 12,485 shares; 2025Q2: 12,264 shares; 2025Q3: 8,833 shares; 2025Q4: 8,942 shares; 2026Q1: 17,836 shares; 2026Q2: 17,227 shares 17,227 $764K 0.12% -609 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: 6,092 shares; 2024Q4: 6,329 shares; 2025Q1: 6,368 shares; 2025Q2: 7,036 shares; 2025Q3: 7,107 shares; 2025Q4: 6,342 shares; 2026Q1: 12,757 shares; 2026Q2: 13,065 shares 13,065 $745K 0.12% +308 Timeline RWJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,267 shares; 2025Q1: 6,268 shares; 2025Q2: 6,230 shares; 2025Q3: 6,303 shares; 2025Q4: 6,150 shares; 2026Q1: 12,302 shares; 2026Q2: 12,202 shares 12,202 $726K 0.12% -100 Timeline MDIV 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: 15,400 shares; 2024Q4: 15,400 shares; 2025Q1: 15,400 shares; 2025Q2: 15,400 shares; 2025Q3: 21,598 shares; 2025Q4: 21,630 shares; 2026Q1: 43,260 shares; 2026Q2: 43,260 shares 43,260 $715K 0.11% 0 Timeline FVC 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: 7,741 shares; 2024Q4: 8,206 shares; 2025Q1: 8,468 shares; 2025Q2: 8,526 shares; 2025Q3: 8,523 shares; 2025Q4: 8,591 shares; 2026Q1: 16,709 shares; 2026Q2: 15,969 shares 15,969 $699K 0.11% -740 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,559 shares; 2026Q1: 8,102 shares; 2026Q2: 8,000 shares 8,000 $684K 0.11% -102 Timeline LALT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,547 shares; 2026Q2: 27,940 shares 27,940 $671K 0.11% +12,393 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: 733 shares; 2024Q4: 753 shares; 2025Q1: 786 shares; 2025Q2: 714 shares; 2025Q3: 715 shares; 2025Q4: 745 shares; 2026Q1: 1,549 shares; 2026Q2: 1,319 shares 1,319 $663K 0.11% -230 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: 5,454 shares; 2024Q4: 5,649 shares; 2025Q1: 5,743 shares; 2025Q2: 5,806 shares; 2025Q3: 5,418 shares; 2025Q4: 5,554 shares; 2026Q1: 14,098 shares; 2026Q2: 14,118 shares 14,118 $661K 0.11% +20 Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,330 shares; 2024Q4: 8,489 shares; 2025Q1: 8,622 shares; 2025Q2: 8,699 shares; 2025Q3: 8,606 shares; 2025Q4: 8,168 shares; 2026Q1: 16,409 shares; 2026Q2: 16,256 shares 16,256 $661K 0.11% -153 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,316 shares; 2024Q4: 1,323 shares; 2025Q1: 1,329 shares; 2025Q2: 1,335 shares; 2025Q3: 1,345 shares; 2025Q4: 1,347 shares; 2026Q1: 2,704 shares; 2026Q2: 2,712 shares 2,712 $658K 0.11% +8 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: 1,904 shares; 2024Q4: 1,912 shares; 2025Q1: 1,920 shares; 2025Q2: 1,410 shares; 2025Q3: 1,418 shares; 2025Q4: 1,425 shares; 2026Q1: 2,862 shares; 2026Q2: 2,892 shares 2,892 $637K 0.1% +30 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 838 shares; 2024Q4: 841 shares; 2025Q1: 843 shares; 2025Q2: 844 shares; 2025Q3: 845 shares; 2025Q4: 836 shares; 2026Q1: 1,612 shares; 2026Q2: 1,612 shares 1,612 $635K 0.1% 0 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: 1,858 shares; 2024Q4: 1,881 shares; 2025Q1: not reported; 2025Q2: 1,885 shares; 2025Q3: 1,822 shares; 2025Q4: 1,857 shares; 2026Q1: 3,966 shares; 2026Q2: 4,204 shares 4,204 $624K 0.1% +238 Timeline FLCC FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES 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: 17,720 shares 17,720 $623K 0.1% new Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,591 shares; 2024Q4: 6,712 shares; 2025Q1: 6,828 shares; 2025Q2: 6,944 shares; 2025Q3: 7,056 shares; 2025Q4: 6,967 shares; 2026Q1: 13,651 shares; 2026Q2: 13,864 shares 13,864 $620K 0.1% +213 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 238 shares; 2026Q1: 581 shares; 2026Q2: 642 shares 642 $602K 0.1% +61 Timeline FLCV FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES 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: 16,460 shares 16,460 $590K 0.09% new Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,235 shares; 2024Q4: 1,248 shares; 2025Q1: 1,248 shares; 2025Q2: 1,263 shares; 2025Q3: 1,270 shares; 2025Q4: 1,277 shares; 2026Q1: 2,554 shares; 2026Q2: 2,584 shares 2,584 $586K 0.09% +30 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,735 shares; 2025Q4: 1,740 shares; 2026Q1: 3,489 shares; 2026Q2: 3,497 shares 3,497 $572K 0.09% +8 Timeline CARZ FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,042 shares; 2026Q2: 4,737 shares 4,737 $561K 0.09% -305 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,275 shares; 2024Q4: 1,277 shares; 2025Q1: 1,279 shares; 2025Q2: 1,282 shares; 2025Q3: not reported; 2025Q4: 1,286 shares; 2026Q1: 2,575 shares; 2026Q2: 2,581 shares 2,581 $559K 0.09% +6 Timeline ROBT FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,837 shares; 2024Q4: 6,025 shares; 2025Q1: 6,140 shares; 2025Q2: 5,533 shares; 2025Q3: 5,333 shares; 2025Q4: 5,333 shares; 2026Q1: 10,166 shares; 2026Q2: 9,866 shares 9,866 $555K 0.09% -300 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT 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: 5,585 shares; 2026Q1: 11,220 shares; 2026Q2: 10,570 shares 10,570 $551K 0.09% -650 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 329 shares; 2026Q1: 691 shares; 2026Q2: 709 shares 709 $530K 0.09% +18 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 697 shares; 2025Q4: 691 shares; 2026Q1: 1,382 shares; 2026Q2: 1,384 shares 1,384 $517K 0.08% +2 Timeline FGD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,943 shares; 2024Q4: 10,946 shares; 2025Q1: 10,947 shares; 2025Q2: 10,951 shares; 2025Q3: 10,954 shares; 2025Q4: 10,984 shares; 2026Q1: 21,970 shares; 2026Q2: 15,976 shares 15,976 $511K 0.08% -5,994 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,509 shares; 2026Q2: 8,461 shares 8,461 $505K 0.08% -48 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,491 shares; 2025Q1: 4,419 shares; 2025Q2: 4,287 shares; 2025Q3: 4,287 shares; 2025Q4: 4,286 shares; 2026Q1: 8,664 shares; 2026Q2: 8,664 shares 8,664 $505K 0.08% 0 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,024 shares; 2024Q4: 15,531 shares; 2025Q1: 15,745 shares; 2025Q2: 15,966 shares; 2025Q3: 16,189 shares; 2025Q4: 14,264 shares; 2026Q1: 27,698 shares; 2026Q2: 28,083 shares 28,083 $502K 0.08% +385 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: 11,951 shares; 2024Q4: 14,253 shares; 2025Q1: 4,577 shares; 2025Q2: 968 shares; 2025Q3: 968 shares; 2025Q4: 1,177 shares; 2026Q1: 1,558 shares; 2026Q2: 1,358 shares 1,358 $500K 0.08% -200 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,105 shares; 2025Q3: 5,166 shares; 2025Q4: 5,323 shares; 2026Q1: 10,775 shares; 2026Q2: 10,905 shares 10,905 $498K 0.08% +130 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; 2024Q3: 2,143 shares; 2024Q4: 2,148 shares; 2025Q1: 2,151 shares; 2025Q2: 2,156 shares; 2025Q3: 2,159 shares; 2025Q4: 2,163 shares; 2026Q1: 4,335 shares; 2026Q2: 4,343 shares 4,343 $476K 0.08% +8 Timeline KNGZ FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,737 shares; 2025Q4: 5,744 shares; 2026Q1: 11,494 shares; 2026Q2: 11,506 shares 11,506 $461K 0.07% +12 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: 423 shares; 2024Q4: 468 shares; 2025Q1: 473 shares; 2025Q2: 518 shares; 2025Q3: 518 shares; 2025Q4: 2,515 shares; 2026Q1: 4,680 shares; 2026Q2: 4,480 shares 4,480 $445K 0.07% -200 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,107 shares; 2024Q4: 4,551 shares; 2025Q1: 4,598 shares; 2025Q2: 4,645 shares; 2025Q3: 4,643 shares; 2025Q4: 4,690 shares; 2026Q1: 9,209 shares; 2026Q2: 8,924 shares 8,924 $444K 0.07% -285 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,248 shares; 2026Q2: 1,249 shares 1,249 $441K 0.07% +1 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,042 shares; 2024Q4: not reported; 2025Q1: 3,858 shares; 2025Q2: 3,901 shares; 2025Q3: 3,913 shares; 2025Q4: 3,984 shares; 2026Q1: 8,026 shares; 2026Q2: 8,118 shares 8,118 $426K 0.07% +92 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,918 shares; 2026Q2: 15,716 shares 15,716 $425K 0.07% -202 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,432 shares; 2026Q2: 1,400 shares 1,400 $425K 0.07% -32 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 366 shares 366 $423K 0.07% new 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: 6,104 shares; 2024Q4: 6,229 shares; 2025Q1: 6,366 shares; 2025Q2: 4,885 shares; 2025Q3: 4,905 shares; 2025Q4: 4,933 shares; 2026Q1: 6,545 shares; 2026Q2: 6,565 shares 6,565 $414K 0.07% +20 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 340 shares; 2026Q2: 341 shares 341 $401K 0.06% +1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,099 shares; 2025Q4: 8,269 shares; 2026Q1: 16,894 shares; 2026Q2: 13,368 shares 13,368 $393K 0.06% -3,526 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,007 shares; 2024Q4: not reported; 2025Q1: 2,107 shares; 2025Q2: 2,000 shares; 2025Q3: 2,038 shares; 2025Q4: 2,039 shares; 2026Q1: 4,076 shares; 2026Q2: 4,076 shares 4,076 $391K 0.06% 0 Timeline IMAX IMAX CORP More: the full row for IMAX 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: 9,600 shares; 2026Q2: 9,600 shares 9,600 $383K 0.06% 0 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,884 shares; 2026Q2: 15,052 shares 15,052 $374K 0.06% +168 Timeline BWX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,571 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,011 shares; 2026Q2: 17,115 shares 17,115 $371K 0.06% +104 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,830 shares; 2026Q2: 3,848 shares 3,848 $368K 0.06% +18 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: 3,266 shares; 2024Q4: 3,486 shares; 2025Q1: 3,432 shares; 2025Q2: 3,170 shares; 2025Q3: 2,750 shares; 2025Q4: 2,968 shares; 2026Q1: 5,737 shares; 2026Q2: 5,057 shares 5,057 $368K 0.06% -680 Timeline QDPL 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: 5,765 shares; 2024Q4: 5,844 shares; 2025Q1: 5,924 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,936 shares; 2026Q2: 8,022 shares 8,022 $362K 0.06% +86 Timeline UTWO RBB FD INC More: the full row for RBB FD 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: 7,416 shares 7,416 $356K 0.06% new Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,688 shares; 2026Q2: 6,742 shares 6,742 $353K 0.06% +54 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,595 shares; 2026Q2: 2,193 shares 2,193 $350K 0.06% -402 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,572 shares; 2026Q2: 1,556 shares 1,556 $349K 0.06% -16 Timeline AMC AMC ENTMT HLDGS INC More: the full row for AMC ENTMT HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 91,474 shares; 2026Q1: 182,948 shares; 2026Q2: 182,948 shares 182,948 $348K 0.06% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,485 shares 2,485 $347K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,272 shares; 2026Q2: 7,165 shares 7,165 $347K 0.06% -107 Timeline EDOW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,304 shares; 2026Q2: 7,827 shares 7,827 $345K 0.06% -477 Timeline IONQ IONQ INC More: the full row for IONQ 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: 6,360 shares 6,360 $339K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,786 shares; 2026Q2: 7,326 shares 7,326 $338K 0.05% +540 Timeline USAR USA RARE EARTH INC More: the full row for USA RARE EARTH 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: 12,600 shares; 2026Q2: 15,100 shares 15,100 $326K 0.05% +2,500 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,965 shares; 2026Q2: 4,781 shares 4,781 $325K 0.05% -184 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,478 shares; 2026Q2: 3,489 shares 3,489 $322K 0.05% +11 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,440 shares 16,440 $318K 0.05% new Timeline SYY SYSCO CORP More: the full row for SYSCO 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: 3,718 shares; 2026Q2: 3,744 shares 3,744 $313K 0.05% +26 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,350 shares; 2025Q4: 1,350 shares; 2026Q1: 2,700 shares; 2026Q2: 2,700 shares 2,700 $308K 0.05% 0 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,499 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,791 shares; 2026Q2: 5,843 shares 5,843 $300K 0.05% +52 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,118 shares; 2026Q2: 2,127 shares 2,127 $291K 0.05% +9 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,290 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,070 shares; 2025Q4: 10,184 shares; 2026Q1: 22,467 shares; 2026Q2: 20,774 shares 20,774 $289K 0.05% -1,693 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,300 shares; 2026Q2: 2,319 shares 2,319 $289K 0.05% +19 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,405 shares; 2026Q2: 1,254 shares 1,254 $285K 0.05% -151 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 778 shares; 2026Q2: 816 shares 816 $280K 0.04% +38 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,430 shares 5,430 $275K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,244 shares; 2026Q2: 3,298 shares 3,298 $273K 0.04% +54 Timeline FFA FIRST TR ENHANCED EQUITY More: the full row for FIRST TR ENHANCED 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: not reported; 2025Q4: not reported; 2026Q1: 11,598 shares; 2026Q2: 11,802 shares 11,802 $264K 0.04% +204 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,416 shares; 2026Q2: 1,186 shares 1,186 $261K 0.04% -230 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,001 shares; 2026Q2: 1,005 shares 1,005 $255K 0.04% +4 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA 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: 1,230 shares 1,230 $255K 0.04% new Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,016 shares 1,016 $254K 0.04% new Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 747 shares; 2026Q2: 748 shares 748 $253K 0.04% +1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 748 shares; 2026Q2: 752 shares 752 $246K 0.04% +4 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,066 shares; 2026Q2: 2,077 shares 2,077 $244K 0.04% +11 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,896 shares; 2026Q2: 1,906 shares 1,906 $231K 0.04% +10 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 116 shares 116 $231K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 884 shares 884 $230K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,979 shares; 2026Q2: 2,940 shares 2,940 $229K 0.04% -39 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 815 shares; 2026Q2: 819 shares 819 $221K 0.04% +4 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,673 shares; 2025Q4: not reported; 2026Q1: 3,644 shares; 2026Q2: 3,644 shares 3,644 $220K 0.04% 0 Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,512 shares 1,512 $218K 0.03% new Timeline AMLP ALPS ETF TR More: the full row for ALPS 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: 4,168 shares; 2026Q2: 4,168 shares 4,168 $216K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,446 shares; 2026Q2: 2,768 shares 2,768 $212K 0.03% -678 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,445 shares 1,445 $209K 0.03% new Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN 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: 7,722 shares; 2026Q2: 7,790 shares 7,790 $208K 0.03% +68 Timeline SIHY HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,468 shares; 2026Q2: 4,536 shares 4,536 $207K 0.03% +68 Timeline GTO 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,343 shares; 2026Q2: 4,391 shares 4,391 $206K 0.03% +48 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,138 shares; 2026Q2: 4,060 shares 4,060 $204K 0.03% -78 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,062 shares 2,062 $203K 0.03% new Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,077 shares; 2026Q2: 14,283 shares 14,283 $155K 0.02% +206 Timeline QUBT QUANTUM COMPUTING INC More: the full row for QUANTUM COMPUTING 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: 14,000 shares 14,000 $136K 0.02% new Timeline CRDF CARDIFF ONCOLOGY INC More: the full row for CARDIFF ONCOLOGY 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: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 20,000 shares; 2026Q2: 20,000 shares 20,000 $26K <0.01% 0 Timeline EVGO EVGO INC More: the full row for EVGO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $19.1K <0.01% 0 Timeline