AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,328 shares; 2024Q4: 57,694 shares; 2025Q1: 56,989 shares; 2025Q2: 54,979 shares; 2025Q3: 55,987 shares; 2025Q4: 62,625 shares; 2026Q1: 73,899 shares; 2026Q2: 74,205 shares 74,205 $21.5M 6.65% +306 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: 65,893 shares; 2024Q4: 69,429 shares; 2025Q1: 70,065 shares; 2025Q2: 67,078 shares; 2025Q3: 67,285 shares; 2025Q4: 65,731 shares; 2026Q1: 66,273 shares; 2026Q2: 60,025 shares 60,025 $12M 3.72% -6,248 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: 52,656 shares; 2024Q4: 52,633 shares; 2025Q1: 47,477 shares; 2025Q2: 50,014 shares; 2025Q3: 49,680 shares; 2025Q4: 51,191 shares; 2026Q1: 45,648 shares; 2026Q2: 64,320 shares 64,320 $8.57M 2.66% +18,672 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: 17,671 shares; 2024Q4: 19,346 shares; 2025Q1: 19,161 shares; 2025Q2: 18,715 shares; 2025Q3: 19,382 shares; 2025Q4: 21,223 shares; 2026Q1: 21,532 shares; 2026Q2: 22,716 shares 22,716 $8.12M 2.52% +1,184 Timeline ISPY PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,159 shares; 2024Q4: 81,637 shares; 2025Q1: 113,761 shares; 2025Q2: 118,492 shares; 2025Q3: 112,255 shares; 2025Q4: 143,472 shares; 2026Q1: 150,558 shares; 2026Q2: 155,650 shares 155,650 $7.5M 2.32% +5,092 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: 19,284 shares; 2024Q4: 19,533 shares; 2025Q1: 19,082 shares; 2025Q2: 18,237 shares; 2025Q3: 18,740 shares; 2025Q4: 19,243 shares; 2026Q1: 19,684 shares; 2026Q2: 19,767 shares 19,767 $7.37M 2.29% +83 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 133,831 shares; 2024Q4: 135,998 shares; 2025Q1: 150,145 shares; 2025Q2: 162,510 shares; 2025Q3: 169,472 shares; 2025Q4: 152,929 shares; 2026Q1: 134,141 shares; 2026Q2: 133,615 shares 133,615 $6.81M 2.11% -526 Timeline PJFG PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,892 shares; 2024Q4: 17,094 shares; 2025Q1: 49,900 shares; 2025Q2: 50,696 shares; 2025Q3: 52,205 shares; 2025Q4: 54,026 shares; 2026Q1: 51,257 shares; 2026Q2: 51,980 shares 51,980 $6.03M 1.87% +723 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: 5,271 shares; 2024Q4: 8,348 shares; 2025Q1: 8,244 shares; 2025Q2: 8,097 shares; 2025Q3: 8,754 shares; 2025Q4: 9,484 shares; 2026Q1: 9,676 shares; 2026Q2: 9,884 shares 9,884 $5.74M 1.78% +208 Timeline HFXI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,430 shares; 2024Q4: 32,666 shares; 2025Q1: 38,976 shares; 2025Q2: 71,040 shares; 2025Q3: 92,451 shares; 2025Q4: 98,409 shares; 2026Q1: 140,068 shares; 2026Q2: 150,274 shares 150,274 $5.72M 1.77% +10,206 Timeline ALAI THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 115,559 shares 115,559 $5.27M 1.63% new Timeline MFSG MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 133,994 shares; 2025Q2: 135,344 shares; 2025Q3: 135,195 shares; 2025Q4: 177,349 shares; 2026Q1: 169,952 shares; 2026Q2: 172,207 shares 172,207 $5.21M 1.62% +2,255 Timeline AVLV 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: 46,526 shares; 2024Q4: 48,847 shares; 2025Q1: 58,199 shares; 2025Q2: 59,816 shares; 2025Q3: 59,696 shares; 2025Q4: 60,218 shares; 2026Q1: 54,704 shares; 2026Q2: 57,070 shares 57,070 $5.21M 1.61% +2,366 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: 13,949 shares; 2024Q4: 15,207 shares; 2025Q1: 21,103 shares; 2025Q2: 21,117 shares; 2025Q3: 20,529 shares; 2025Q4: 21,479 shares; 2026Q1: 21,441 shares; 2026Q2: 21,781 shares 21,781 $5.19M 1.61% +340 Timeline QMMY 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: not reported; 2026Q2: 191,218 shares 191,218 $5.07M 1.57% new 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: 103,429 shares; 2024Q4: 110,033 shares; 2025Q1: 117,303 shares; 2025Q2: 118,255 shares; 2025Q3: 119,654 shares; 2025Q4: 123,594 shares; 2026Q1: 105,409 shares; 2026Q2: 105,943 shares 105,943 $4.85M 1.5% +534 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: 104,481 shares; 2024Q4: 102,173 shares; 2025Q1: 130,124 shares; 2025Q2: 140,889 shares; 2025Q3: 155,279 shares; 2025Q4: 152,097 shares; 2026Q1: 156,455 shares; 2026Q2: 161,312 shares 161,312 $4.74M 1.47% +4,857 Timeline PTRB PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 68,682 shares; 2025Q2: 71,581 shares; 2025Q3: 87,046 shares; 2025Q4: 102,103 shares; 2026Q1: 107,336 shares; 2026Q2: 109,357 shares 109,357 $4.53M 1.41% +2,021 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: 6,126 shares; 2024Q4: 6,192 shares; 2025Q1: 6,660 shares; 2025Q2: 7,287 shares; 2025Q3: 10,390 shares; 2025Q4: 10,660 shares; 2026Q1: 13,752 shares; 2026Q2: 13,788 shares 13,788 $4.51M 1.4% +36 Timeline AMAX STARBOARD INVT TR More: the full row for STARBOARD INVT 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: 606,269 shares 606,269 $4.49M 1.39% new Timeline PGRO PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 112,189 shares; 2024Q4: 116,297 shares; 2025Q1: 124,132 shares; 2025Q2: 127,266 shares; 2025Q3: 132,429 shares; 2025Q4: 131,752 shares; 2026Q1: 89,599 shares; 2026Q2: 92,024 shares 92,024 $4.39M 1.36% +2,425 Timeline GROZ ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 115,251 shares; 2025Q2: 120,776 shares; 2025Q3: 126,566 shares; 2025Q4: 132,834 shares; 2026Q1: 127,873 shares; 2026Q2: 130,667 shares 130,667 $4.15M 1.29% +2,794 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: 4,105 shares; 2024Q4: 6,303 shares; 2025Q1: 6,286 shares; 2025Q2: 7,436 shares; 2025Q3: 7,653 shares; 2025Q4: 9,128 shares; 2026Q1: 9,260 shares; 2026Q2: 9,502 shares 9,502 $4M 1.24% +242 Timeline LQTI 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: 166,635 shares; 2025Q3: 170,019 shares; 2025Q4: 171,043 shares; 2026Q1: 181,250 shares; 2026Q2: 203,963 shares 203,963 $3.94M 1.22% +22,713 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 17,425 shares; 2025Q1: 45,079 shares; 2025Q2: 49,229 shares; 2025Q3: 56,013 shares; 2025Q4: 54,963 shares; 2026Q1: 54,851 shares; 2026Q2: 68,664 shares 68,664 $3.82M 1.18% +13,813 Timeline AVXC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 43,740 shares 43,740 $3.75M 1.16% new 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: 29,856 shares; 2024Q4: 30,544 shares; 2025Q1: 31,457 shares; 2025Q2: 32,195 shares; 2025Q3: 33,854 shares; 2025Q4: 35,619 shares; 2026Q1: 32,286 shares; 2026Q2: 32,520 shares 32,520 $3.74M 1.16% +234 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: 9,672 shares; 2024Q4: 11,209 shares; 2025Q1: 11,330 shares; 2025Q2: 11,379 shares; 2025Q3: 12,736 shares; 2025Q4: 13,884 shares; 2026Q1: 9,070 shares; 2026Q2: 9,599 shares 9,599 $3.63M 1.12% +529 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL 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: 51,478 shares; 2026Q1: 88,800 shares; 2026Q2: 92,561 shares 92,561 $3.37M 1.04% +3,761 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,149 shares; 2024Q4: 3,260 shares; 2025Q1: 3,271 shares; 2025Q2: 3,300 shares; 2025Q3: 3,374 shares; 2025Q4: 3,384 shares; 2026Q1: 3,344 shares; 2026Q2: 3,479 shares 3,479 $3.25M 1.01% +135 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,890 shares; 2024Q4: 2,149 shares; 2025Q1: 2,127 shares; 2025Q2: 2,056 shares; 2025Q3: 2,220 shares; 2025Q4: 2,514 shares; 2026Q1: 3,104 shares; 2026Q2: 3,009 shares 3,009 $3.2M 0.99% -95 Timeline FDG 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: 11,479 shares; 2025Q2: 12,414 shares; 2025Q3: 13,528 shares; 2025Q4: 14,509 shares; 2026Q1: 13,222 shares; 2026Q2: 23,938 shares 23,938 $3.19M 0.99% +10,716 Timeline CRTC 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 76,574 shares; 2025Q4: 80,914 shares; 2026Q1: 80,333 shares; 2026Q2: 81,209 shares 81,209 $3.17M 0.98% +876 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,532 shares; 2024Q4: 45,278 shares; 2025Q1: 49,591 shares; 2025Q2: 52,875 shares; 2025Q3: 59,471 shares; 2025Q4: 61,431 shares; 2026Q1: 55,260 shares; 2026Q2: 53,394 shares 53,394 $3.15M 0.98% -1,866 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: 3,146 shares; 2024Q4: 3,597 shares; 2025Q1: 3,615 shares; 2025Q2: 3,822 shares; 2025Q3: 4,111 shares; 2025Q4: 4,568 shares; 2026Q1: 4,693 shares; 2026Q2: 5,287 shares 5,287 $2.98M 0.92% +594 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,067 shares; 2024Q4: 1,057 shares; 2025Q1: 1,068 shares; 2025Q2: 1,076 shares; 2025Q3: 1,086 shares; 2025Q4: 998 shares; 2026Q1: 978 shares; 2026Q2: 9,748 shares 9,748 $2.94M 0.91% +8,770 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,580 shares; 2024Q4: 4,608 shares; 2025Q1: 4,635 shares; 2025Q2: 4,520 shares; 2025Q3: 4,540 shares; 2025Q4: 4,452 shares; 2026Q1: 11,546 shares; 2026Q2: 11,474 shares 11,474 $2.89M 0.89% -72 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: 47,103 shares; 2024Q4: 37,340 shares; 2025Q1: 33,093 shares; 2025Q2: 32,061 shares; 2025Q3: 26,109 shares; 2025Q4: 24,485 shares; 2026Q1: 24,475 shares; 2026Q2: 24,494 shares 24,494 $2.86M 0.89% +19 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,953 shares; 2025Q3: 18,297 shares; 2025Q4: 19,551 shares; 2026Q1: 2,891 shares; 2026Q2: 1,192 shares 1,192 $2.71M 0.84% -1,699 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,609 shares; 2025Q1: 4,688 shares; 2025Q2: 4,724 shares; 2025Q3: 4,967 shares; 2025Q4: 5,794 shares; 2026Q1: 6,060 shares; 2026Q2: 6,069 shares 6,069 $2.63M 0.82% +9 Timeline SCIO 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: 47,470 shares; 2026Q1: 67,155 shares; 2026Q2: 123,997 shares 123,997 $2.56M 0.79% +56,842 Timeline SMIZ ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,013 shares; 2024Q4: 104,034 shares; 2025Q1: 53,853 shares; 2025Q2: 53,369 shares; 2025Q3: 53,395 shares; 2025Q4: 53,262 shares; 2026Q1: 51,239 shares; 2026Q2: 51,779 shares 51,779 $2.31M 0.72% +540 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,570 shares; 2024Q4: 18,489 shares; 2025Q1: 29,966 shares; 2025Q2: 39,656 shares; 2025Q3: 41,926 shares; 2025Q4: 42,076 shares; 2026Q1: 50,566 shares; 2026Q2: 51,260 shares 51,260 $2.22M 0.69% +694 Timeline DTCR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 65,494 shares; 2025Q1: 68,934 shares; 2025Q2: 70,857 shares; 2025Q3: 77,616 shares; 2025Q4: 83,011 shares; 2026Q1: 70,253 shares; 2026Q2: 69,518 shares 69,518 $2.11M 0.65% -735 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,197 shares; 2024Q4: 17,068 shares; 2025Q1: 23,041 shares; 2025Q2: 23,105 shares; 2025Q3: 23,243 shares; 2025Q4: 23,564 shares; 2026Q1: 33,357 shares; 2026Q2: 34,758 shares 34,758 $2.08M 0.64% +1,401 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: 2,811 shares; 2024Q4: 3,074 shares; 2025Q1: 2,971 shares; 2025Q2: 2,858 shares; 2025Q3: 2,964 shares; 2025Q4: 2,788 shares; 2026Q1: 2,705 shares; 2026Q2: 2,696 shares 2,696 $2.01M 0.62% -9 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,030 shares; 2025Q2: 2,152 shares; 2025Q3: 2,380 shares; 2025Q4: 2,564 shares; 2026Q1: 2,618 shares; 2026Q2: 2,741 shares 2,741 $1.97M 0.61% +123 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,890 shares; 2024Q4: 2,034 shares; 2025Q1: 2,034 shares; 2025Q2: 2,080 shares; 2025Q3: 1,315 shares; 2025Q4: 1,490 shares; 2026Q1: 1,551 shares; 2026Q2: 1,597 shares 1,597 $1.92M 0.59% +46 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,857 shares; 2024Q4: 15,819 shares; 2025Q1: 16,406 shares; 2025Q2: 17,851 shares; 2025Q3: 19,369 shares; 2025Q4: 20,289 shares; 2026Q1: 21,071 shares; 2026Q2: 21,722 shares 21,722 $1.91M 0.59% +651 Timeline BUFZ 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: 55,000 shares; 2025Q3: 59,352 shares; 2025Q4: 65,940 shares; 2026Q1: 71,259 shares; 2026Q2: 63,174 shares 63,174 $1.76M 0.55% -8,085 Timeline ACYN 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: 15,008 shares; 2026Q2: 84,731 shares 84,731 $1.76M 0.55% +69,723 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,310 shares; 2024Q4: 3,833 shares; 2025Q1: 2,392 shares; 2025Q2: 2,776 shares; 2025Q3: 3,344 shares; 2025Q4: 3,684 shares; 2026Q1: 3,971 shares; 2026Q2: 4,127 shares 4,127 $1.76M 0.55% +156 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 43,501 shares; 2025Q1: 43,473 shares; 2025Q2: 43,873 shares; 2025Q3: 41,040 shares; 2025Q4: 39,055 shares; 2026Q1: 38,712 shares; 2026Q2: 38,400 shares 38,400 $1.75M 0.54% -312 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: 3,707 shares; 2024Q4: 3,903 shares; 2025Q1: 5,061 shares; 2025Q2: 5,445 shares; 2025Q3: 5,952 shares; 2025Q4: 6,519 shares; 2026Q1: 8,802 shares; 2026Q2: 9,111 shares 9,111 $1.75M 0.54% +309 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,599 shares; 2026Q1: 16,042 shares; 2026Q2: 15,905 shares 15,905 $1.66M 0.52% -137 Timeline MFSV MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 57,477 shares; 2026Q1: 57,607 shares; 2026Q2: 57,206 shares 57,206 $1.63M 0.51% -401 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,160 shares; 2025Q4: 6,391 shares; 2026Q1: 6,439 shares; 2026Q2: 32,308 shares 32,308 $1.63M 0.51% +25,869 Timeline ACGR 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: 26,587 shares; 2024Q4: 25,994 shares; 2025Q1: 25,107 shares; 2025Q2: 26,036 shares; 2025Q3: 27,935 shares; 2025Q4: 29,635 shares; 2026Q1: 23,586 shares; 2026Q2: 23,481 shares 23,481 $1.62M 0.5% -105 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: 72,854 shares; 2024Q4: 62,886 shares; 2025Q1: 66,201 shares; 2025Q2: 49,982 shares; 2025Q3: 51,851 shares; 2025Q4: 40,510 shares; 2026Q1: 17,726 shares; 2026Q2: 17,538 shares 17,538 $1.58M 0.49% -188 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: 4,882 shares; 2024Q4: 5,289 shares; 2025Q1: 5,461 shares; 2025Q2: 6,458 shares; 2025Q3: 6,811 shares; 2025Q4: 4,776 shares; 2026Q1: 4,870 shares; 2026Q2: 4,444 shares 4,444 $1.52M 0.47% -426 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,379 shares; 2026Q2: 11,964 shares 11,964 $1.49M 0.46% +585 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,348 shares; 2024Q4: 7,682 shares; 2025Q1: 10,727 shares; 2025Q2: 10,935 shares; 2025Q3: 11,397 shares; 2025Q4: 11,354 shares; 2026Q1: 10,140 shares; 2026Q2: 10,436 shares 10,436 $1.48M 0.46% +296 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 874 shares; 2025Q1: 851 shares; 2025Q2: 879 shares; 2025Q3: 946 shares; 2025Q4: 1,039 shares; 2026Q1: 1,035 shares; 2026Q2: 1,069 shares 1,069 $1.48M 0.46% +34 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 42,720 shares; 2026Q1: 52,219 shares; 2026Q2: 53,855 shares 53,855 $1.41M 0.44% +1,636 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION 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: 2,840 shares; 2026Q2: 2,846 shares 2,846 $1.41M 0.44% +6 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,044 shares; 2026Q2: 6,533 shares 6,533 $1.39M 0.43% +5,489 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 901 shares; 2024Q4: 1,020 shares; 2025Q1: 1,083 shares; 2025Q2: 1,074 shares; 2025Q3: 1,185 shares; 2025Q4: 1,279 shares; 2026Q1: 1,342 shares; 2026Q2: 2,122 shares 2,122 $1.35M 0.42% +780 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,538 shares; 2024Q4: 3,888 shares; 2025Q1: 3,742 shares; 2025Q2: 4,913 shares; 2025Q3: 5,329 shares; 2025Q4: 3,806 shares; 2026Q1: 6,039 shares; 2026Q2: 6,270 shares 6,270 $1.34M 0.41% +231 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: 1,719 shares; 2024Q4: 1,759 shares; 2025Q1: 1,780 shares; 2025Q2: 1,829 shares; 2025Q3: 2,600 shares; 2025Q4: 2,615 shares; 2026Q1: 2,614 shares; 2026Q2: 2,654 shares 2,654 $1.33M 0.41% +40 Timeline TALV 2023 ETF SERIES TRUST More: the full row for 2023 ETF 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 46,960 shares; 2026Q2: 47,852 shares 47,852 $1.32M 0.41% +892 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: 4,354 shares; 2024Q4: 4,196 shares; 2025Q1: 4,409 shares; 2025Q2: 4,094 shares; 2025Q3: 4,086 shares; 2025Q4: 3,762 shares; 2026Q1: 3,823 shares; 2026Q2: 3,688 shares 3,688 $1.3M 0.4% -135 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,869 shares; 2026Q2: 8,405 shares 8,405 $1.27M 0.39% +536 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: 4,418 shares; 2024Q4: 4,797 shares; 2025Q1: 5,519 shares; 2025Q2: 5,223 shares; 2025Q3: 5,265 shares; 2025Q4: 5,066 shares; 2026Q1: 5,015 shares; 2026Q2: 4,899 shares 4,899 $1.24M 0.39% -116 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: 1,389 shares; 2024Q4: 1,344 shares; 2025Q1: 1,354 shares; 2025Q2: 1,367 shares; 2025Q3: 2,028 shares; 2025Q4: 2,839 shares; 2026Q1: 3,173 shares; 2026Q2: 3,339 shares 3,339 $1.24M 0.38% +166 Timeline AFMC 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: 22,130 shares; 2024Q4: 23,792 shares; 2025Q1: 25,278 shares; 2025Q2: 27,000 shares; 2025Q3: 28,480 shares; 2025Q4: 29,217 shares; 2026Q1: 29,473 shares; 2026Q2: 29,941 shares 29,941 $1.23M 0.38% +468 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,707 shares; 2024Q4: 6,864 shares; 2025Q1: 6,904 shares; 2025Q2: 6,936 shares; 2025Q3: 7,439 shares; 2025Q4: 3,587 shares; 2026Q1: 3,712 shares; 2026Q2: 3,837 shares 3,837 $1.22M 0.38% +125 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: 918 shares; 2024Q4: 1,173 shares; 2025Q1: 1,204 shares; 2025Q2: 1,244 shares; 2025Q3: 1,361 shares; 2025Q4: 1,444 shares; 2026Q1: 2,792 shares; 2026Q2: 2,933 shares 2,933 $1.17M 0.36% +141 Timeline CPLB NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,117 shares; 2025Q2: 29,337 shares; 2025Q3: 47,886 shares; 2025Q4: 44,385 shares; 2026Q1: 53,130 shares; 2026Q2: 55,616 shares 55,616 $1.16M 0.36% +2,486 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,433 shares; 2026Q1: 10,786 shares; 2026Q2: 14,203 shares 14,203 $1.15M 0.36% +3,417 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: 25,190 shares; 2025Q1: 31,612 shares; 2025Q2: 31,223 shares; 2025Q3: 30,905 shares; 2025Q4: 31,164 shares; 2026Q1: 31,622 shares; 2026Q2: 32,089 shares 32,089 $1.15M 0.36% +467 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,733 shares; 2024Q4: 1,908 shares; 2025Q1: 1,920 shares; 2025Q2: 2,272 shares; 2025Q3: 2,445 shares; 2025Q4: 2,548 shares; 2026Q1: 2,677 shares; 2026Q2: 2,694 shares 2,694 $1.12M 0.35% +17 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: 4,483 shares; 2024Q4: 4,884 shares; 2025Q1: 4,958 shares; 2025Q2: 4,439 shares; 2025Q3: 4,439 shares; 2025Q4: 3,205 shares; 2026Q1: 3,235 shares; 2026Q2: 3,165 shares 3,165 $1.12M 0.35% -70 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,715 shares; 2025Q2: 18,486 shares; 2025Q3: 18,585 shares; 2025Q4: 18,623 shares; 2026Q1: 18,457 shares; 2026Q2: 15,459 shares 15,459 $1.12M 0.35% -2,998 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,751 shares; 2025Q2: 17,031 shares; 2025Q3: 17,749 shares; 2025Q4: 17,066 shares; 2026Q1: 18,168 shares; 2026Q2: 18,520 shares 18,520 $1.1M 0.34% +352 Timeline SECR NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE 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: 7,860 shares; 2025Q3: 20,759 shares; 2025Q4: 23,996 shares; 2026Q1: 36,619 shares; 2026Q2: 43,152 shares 43,152 $1.1M 0.34% +6,533 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: 1,190 shares; 2024Q4: 1,206 shares; 2025Q1: 1,179 shares; 2025Q2: 1,392 shares; 2025Q3: 1,363 shares; 2025Q4: 1,359 shares; 2026Q1: 1,240 shares; 2026Q2: 1,398 shares 1,398 $1.05M 0.32% +158 Timeline FTRB 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: 30,874 shares; 2025Q1: 29,303 shares; 2025Q2: 31,346 shares; 2025Q3: 38,846 shares; 2025Q4: 36,385 shares; 2026Q1: 38,295 shares; 2026Q2: 41,479 shares 41,479 $1.04M 0.32% +3,184 Timeline JPEF J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,843 shares; 2025Q2: 11,352 shares; 2025Q3: 13,389 shares; 2025Q4: 12,865 shares; 2026Q1: 12,603 shares; 2026Q2: 12,702 shares 12,702 $1.02M 0.32% +99 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,995 shares; 2024Q4: 2,281 shares; 2025Q1: 2,243 shares; 2025Q2: 2,289 shares; 2025Q3: 2,439 shares; 2025Q4: 2,643 shares; 2026Q1: 2,713 shares; 2026Q2: 2,712 shares 2,712 $1.01M 0.31% -1 Timeline WTPI WISDOMTREE TR More: the full row for WISDOMTREE 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: 25,856 shares; 2025Q4: 24,979 shares; 2026Q1: 30,051 shares; 2026Q2: 30,472 shares 30,472 $999K 0.31% +421 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: 1,759 shares; 2024Q4: 1,744 shares; 2025Q1: 1,784 shares; 2025Q2: 1,605 shares; 2025Q3: 1,758 shares; 2025Q4: 1,781 shares; 2026Q1: 1,787 shares; 2026Q2: 11,159 shares 11,159 $961K 0.3% +9,372 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,024 shares; 2024Q4: 1,242 shares; 2025Q1: 1,182 shares; 2025Q2: 1,228 shares; 2025Q3: 6,780 shares; 2025Q4: 6,879 shares; 2026Q1: 5,698 shares; 2026Q2: 5,762 shares 5,762 $903K 0.28% +64 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: 35,581 shares; 2024Q4: 12,715 shares; 2025Q1: 15,280 shares; 2025Q2: 16,883 shares; 2025Q3: 15,673 shares; 2025Q4: 15,881 shares; 2026Q1: 19,307 shares; 2026Q2: 20,548 shares 20,548 $886K 0.27% +1,241 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,487 shares; 2025Q3: 6,487 shares; 2025Q4: 6,484 shares; 2026Q1: 6,268 shares; 2026Q2: 6,271 shares 6,271 $885K 0.27% +3 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,184 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,184 shares; 2025Q4: 2,184 shares; 2026Q1: 2,184 shares; 2026Q2: 2,198 shares 2,198 $867K 0.27% +14 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,609 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,071 shares; 2026Q1: 3,476 shares; 2026Q2: 8,519 shares 8,519 $853K 0.26% +5,043 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,323 shares; 2024Q4: 1,483 shares; 2025Q1: 1,478 shares; 2025Q2: 1,734 shares; 2025Q3: 1,789 shares; 2025Q4: 1,782 shares; 2026Q1: 1,728 shares; 2026Q2: 1,595 shares 1,595 $819K 0.25% -133 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: 8,824 shares; 2024Q4: 8,792 shares; 2025Q1: 8,403 shares; 2025Q2: 7,152 shares; 2025Q3: 6,809 shares; 2025Q4: 6,992 shares; 2026Q1: 7,667 shares; 2026Q2: 7,215 shares 7,215 $817K 0.25% -452 Timeline CSM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,646 shares; 2024Q4: 11,550 shares; 2025Q1: 11,535 shares; 2025Q2: 10,856 shares; 2025Q3: 10,055 shares; 2025Q4: 9,860 shares; 2026Q1: 9,880 shares; 2026Q2: 9,480 shares 9,480 $808K 0.25% -400 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,672 shares; 2024Q4: 4,589 shares; 2025Q1: 4,305 shares; 2025Q2: 4,280 shares; 2025Q3: 4,280 shares; 2025Q4: 4,281 shares; 2026Q1: 4,531 shares; 2026Q2: 4,530 shares 4,530 $800K 0.25% -1 Timeline PDP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,158 shares; 2024Q4: 5,165 shares; 2025Q1: 5,158 shares; 2025Q2: 5,160 shares; 2025Q3: 5,164 shares; 2025Q4: 5,165 shares; 2026Q1: 5,165 shares; 2026Q2: 5,164 shares 5,164 $784K 0.24% -1 Timeline DBEF 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: 25,509 shares; 2024Q4: 26,840 shares; 2025Q1: 33,978 shares; 2025Q2: 34,756 shares; 2025Q3: 35,398 shares; 2025Q4: 13,612 shares; 2026Q1: 13,920 shares; 2026Q2: 14,039 shares 14,039 $767K 0.24% +119 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,381 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 799 shares; 2026Q1: 801 shares; 2026Q2: 903 shares 903 $758K 0.23% +102 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,392 shares; 2024Q4: 13,596 shares; 2025Q1: 9,931 shares; 2025Q2: 12,306 shares; 2025Q3: 12,098 shares; 2025Q4: 11,608 shares; 2026Q1: 8,584 shares; 2026Q2: 7,901 shares 7,901 $717K 0.22% -683 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: 3,681 shares; 2024Q4: 3,908 shares; 2025Q1: 3,898 shares; 2025Q2: 3,882 shares; 2025Q3: 3,969 shares; 2025Q4: 4,026 shares; 2026Q1: 4,155 shares; 2026Q2: 4,279 shares 4,279 $709K 0.22% +124 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,793 shares; 2024Q4: 2,793 shares; 2025Q1: 2,794 shares; 2025Q2: 2,796 shares; 2025Q3: 2,796 shares; 2025Q4: 2,795 shares; 2026Q1: 2,832 shares; 2026Q2: 2,803 shares 2,803 $701K 0.22% -29 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,578 shares; 2024Q4: 17,477 shares; 2025Q1: 17,397 shares; 2025Q2: 17,240 shares; 2025Q3: 18,594 shares; 2025Q4: 20,091 shares; 2026Q1: 20,768 shares; 2026Q2: 21,442 shares 21,442 $695K 0.22% +674 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,684 shares; 2024Q4: 6,727 shares; 2025Q1: 6,527 shares; 2025Q2: 6,159 shares; 2025Q3: 6,161 shares; 2025Q4: 6,687 shares; 2026Q1: 6,488 shares; 2026Q2: 5,878 shares 5,878 $691K 0.21% -610 Timeline ITWO PROSHARES TR More: the full row for PROSHARES 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: 14,396 shares; 2026Q1: 14,166 shares; 2026Q2: 14,268 shares 14,268 $670K 0.21% +102 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: 2,109 shares; 2024Q4: 2,064 shares; 2025Q1: 2,158 shares; 2025Q2: 2,154 shares; 2025Q3: 2,167 shares; 2025Q4: 1,942 shares; 2026Q1: 1,962 shares; 2026Q2: 1,762 shares 1,762 $649K 0.2% -200 Timeline RDIV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,308 shares; 2025Q1: 6,885 shares; 2025Q2: 9,585 shares; 2025Q3: 9,533 shares; 2025Q4: 11,939 shares; 2026Q1: 11,542 shares; 2026Q2: 10,998 shares 10,998 $638K 0.2% -544 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,217 shares; 2025Q2: 18,401 shares; 2025Q3: 19,293 shares; 2025Q4: 20,831 shares; 2026Q1: 21,609 shares; 2026Q2: 22,218 shares 22,218 $618K 0.19% +609 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,582 shares; 2024Q4: 5,483 shares; 2025Q1: 5,481 shares; 2025Q2: 5,498 shares; 2025Q3: 5,855 shares; 2025Q4: 6,284 shares; 2026Q1: 6,465 shares; 2026Q2: 6,717 shares 6,717 $616K 0.19% +252 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,036 shares; 2024Q4: 48,184 shares; 2025Q1: 51,134 shares; 2025Q2: 54,595 shares; 2025Q3: 55,994 shares; 2025Q4: 9,080 shares; 2026Q1: 9,328 shares; 2026Q2: 9,603 shares 9,603 $590K 0.18% +275 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: 4,147 shares 4,147 $579K 0.18% new 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: 488 shares 488 $563K 0.17% new 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: 6,298 shares; 2025Q4: 7,957 shares; 2026Q1: 10,123 shares; 2026Q2: 13,621 shares 13,621 $562K 0.17% +3,498 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,270 shares; 2026Q1: not reported; 2026Q2: 2,996 shares 2,996 $554K 0.17% new 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: 9,655 shares; 2024Q4: 10,199 shares; 2025Q1: 10,377 shares; 2025Q2: 9,976 shares; 2025Q3: 9,607 shares; 2025Q4: 12,363 shares; 2026Q1: 12,413 shares; 2026Q2: 12,509 shares 12,509 $544K 0.17% +96 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 324 shares; 2025Q3: 394 shares; 2025Q4: 465 shares; 2026Q1: 529 shares; 2026Q2: 533 shares 533 $539K 0.17% +4 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,078 shares; 2024Q4: 4,185 shares; 2025Q1: 4,244 shares; 2025Q2: 3,880 shares; 2025Q3: 3,885 shares; 2025Q4: 3,740 shares; 2026Q1: 3,843 shares; 2026Q2: 3,555 shares 3,555 $521K 0.16% -288 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,485 shares; 2024Q4: 1,510 shares; 2025Q1: 2,431 shares; 2025Q2: 2,303 shares; 2025Q3: 2,302 shares; 2025Q4: 2,107 shares; 2026Q1: 2,135 shares; 2026Q2: 1,834 shares 1,834 $516K 0.16% -301 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,925 shares; 2025Q3: 8,254 shares; 2025Q4: 8,922 shares; 2026Q1: 12,487 shares; 2026Q2: 12,647 shares 12,647 $513K 0.16% +160 Timeline QJUN 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: 174,641 shares; 2024Q4: 161,462 shares; 2025Q1: 14,938 shares; 2025Q2: 14,930 shares; 2025Q3: 14,930 shares; 2025Q4: 14,930 shares; 2026Q1: 14,837 shares; 2026Q2: 14,837 shares 14,837 $501K 0.16% 0 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: 2,310 shares; 2025Q1: 2,260 shares; 2025Q2: 2,201 shares; 2025Q3: 2,248 shares; 2025Q4: 2,448 shares; 2026Q1: 2,453 shares; 2026Q2: 4,346 shares 4,346 $496K 0.15% +1,893 Timeline PAYR 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: 7,786 shares; 2026Q2: 9,182 shares 9,182 $493K 0.15% +1,396 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 44,595 shares; 2025Q1: 42,595 shares; 2025Q2: 42,295 shares; 2025Q3: 38,344 shares; 2025Q4: 38,344 shares; 2026Q1: 38,344 shares; 2026Q2: 38,344 shares 38,344 $489K 0.15% 0 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 513 shares; 2024Q4: 599 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 205 shares; 2026Q2: 246 shares 246 $488K 0.15% +41 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: 651 shares; 2024Q4: 800 shares; 2025Q1: 777 shares; 2025Q2: 777 shares; 2025Q3: 840 shares; 2025Q4: 4,486 shares; 2026Q1: 4,600 shares; 2026Q2: 4,835 shares 4,835 $480K 0.15% +235 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 230 shares; 2024Q4: 274 shares; 2025Q1: 283 shares; 2025Q2: 280 shares; 2025Q3: 296 shares; 2025Q4: 321 shares; 2026Q1: 334 shares; 2026Q2: 353 shares 353 $470K 0.15% +19 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 259 shares; 2024Q4: 284 shares; 2025Q1: 302 shares; 2025Q2: 302 shares; 2025Q3: 357 shares; 2025Q4: 396 shares; 2026Q1: 427 shares; 2026Q2: 447 shares 447 $466K 0.14% +20 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: 6,434 shares; 2024Q4: 6,464 shares; 2025Q1: 6,485 shares; 2025Q2: 5,245 shares; 2025Q3: 5,155 shares; 2025Q4: 4,911 shares; 2026Q1: 4,945 shares; 2026Q2: 4,777 shares 4,777 $457K 0.14% -168 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,482 shares; 2024Q4: 1,482 shares; 2025Q1: 1,472 shares; 2025Q2: 1,639 shares; 2025Q3: 1,660 shares; 2025Q4: 1,670 shares; 2026Q1: 1,670 shares; 2026Q2: 1,663 shares 1,663 $455K 0.14% -7 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,917 shares; 2024Q4: 1,919 shares; 2025Q1: 1,924 shares; 2025Q2: 1,925 shares; 2025Q3: 1,947 shares; 2025Q4: 1,948 shares; 2026Q1: 1,857 shares; 2026Q2: 1,873 shares 1,873 $425K 0.13% +16 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,817 shares; 2025Q3: 3,000 shares; 2025Q4: 2,944 shares; 2026Q1: 4,471 shares; 2026Q2: 4,531 shares 4,531 $408K 0.13% +60 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 474 shares; 2024Q4: 567 shares; 2025Q1: 572 shares; 2025Q2: 564 shares; 2025Q3: 613 shares; 2025Q4: 659 shares; 2026Q1: 684 shares; 2026Q2: 697 shares 697 $402K 0.12% +13 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 423 shares; 2024Q4: 423 shares; 2025Q1: 389 shares; 2025Q2: 344 shares; 2025Q3: 351 shares; 2025Q4: 365 shares; 2026Q1: 381 shares; 2026Q2: 385 shares 385 $377K 0.12% +4 Timeline QGRO 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: 21,188 shares; 2024Q4: 21,923 shares; 2025Q1: 29,003 shares; 2025Q2: 29,568 shares; 2025Q3: 29,851 shares; 2025Q4: 17,451 shares; 2026Q1: 16,290 shares; 2026Q2: 3,189 shares 3,189 $377K 0.12% -13,101 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,428 shares; 2024Q4: 1,426 shares; 2025Q1: 1,420 shares; 2025Q2: 1,320 shares; 2025Q3: 1,320 shares; 2025Q4: 1,320 shares; 2026Q1: 1,320 shares; 2026Q2: 1,320 shares 1,320 $375K 0.12% 0 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,737 shares; 2024Q4: not reported; 2025Q1: 9,288 shares; 2025Q2: 8,341 shares; 2025Q3: 8,118 shares; 2025Q4: 7,170 shares; 2026Q1: 5,211 shares; 2026Q2: 7,305 shares 7,305 $368K 0.11% +2,094 Timeline HEGD LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,797 shares; 2025Q2: 15,499 shares; 2025Q3: 14,897 shares; 2025Q4: 14,391 shares; 2026Q1: 14,589 shares; 2026Q2: 13,476 shares 13,476 $359K 0.11% -1,113 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 602 shares; 2024Q4: 915 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 386 shares; 2026Q2: 410 shares 410 $340K 0.11% +24 Timeline PSH PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,224 shares; 2025Q3: 22,256 shares; 2025Q4: 6,700 shares; 2026Q1: 6,700 shares; 2026Q2: 6,700 shares 6,700 $334K 0.1% 0 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 783 shares; 2024Q4: 783 shares; 2025Q1: 783 shares; 2025Q2: 783 shares; 2025Q3: 782 shares; 2025Q4: 783 shares; 2026Q1: 783 shares; 2026Q2: 782 shares 782 $334K 0.1% -1 Timeline GJUN 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: 78,496 shares; 2024Q4: 74,567 shares; 2025Q1: 7,561 shares; 2025Q2: 7,556 shares; 2025Q3: 7,556 shares; 2025Q4: 7,556 shares; 2026Q1: 7,520 shares; 2026Q2: 7,933 shares 7,933 $327K 0.1% +413 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 433 shares; 2025Q3: 415 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 425 shares 425 $324K 0.1% new Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,436 shares; 2026Q1: 6,916 shares; 2026Q2: 7,476 shares 7,476 $319K 0.1% +560 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,244 shares; 2025Q2: 6,525 shares; 2025Q3: 6,753 shares; 2025Q4: 6,835 shares; 2026Q1: 6,584 shares; 2026Q2: 6,637 shares 6,637 $313K 0.1% +53 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: 809 shares; 2026Q1: 889 shares; 2026Q2: 917 shares 917 $310K 0.1% +28 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,895 shares; 2026Q2: 5,968 shares 5,968 $309K 0.1% +73 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: 148 shares 148 $294K 0.09% new Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,665 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,396 shares 4,396 $292K 0.09% new Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 717 shares; 2024Q4: 813 shares; 2025Q1: 794 shares; 2025Q2: 807 shares; 2025Q3: 868 shares; 2025Q4: 927 shares; 2026Q1: 960 shares; 2026Q2: 984 shares 984 $291K 0.09% +24 Timeline AVUS 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: 2,597 shares; 2024Q4: 2,658 shares; 2025Q1: 2,415 shares; 2025Q2: 2,614 shares; 2025Q3: 2,444 shares; 2025Q4: 2,348 shares; 2026Q1: 2,266 shares; 2026Q2: 2,266 shares 2,266 $290K 0.09% 0 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: 130,844 shares; 2024Q4: 139,391 shares; 2025Q1: 267,843 shares; 2025Q2: 186,547 shares; 2025Q3: 187,151 shares; 2025Q4: 12,931 shares; 2026Q1: 12,140 shares; 2026Q2: 11,690 shares 11,690 $290K 0.09% -450 Timeline RCTR 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: 8,557 shares; 2026Q1: 8,564 shares; 2026Q2: 8,580 shares 8,580 $289K 0.09% +16 Timeline QCOC 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: 284,402 shares; 2026Q1: 216,674 shares; 2026Q2: 11,842 shares 11,842 $283K 0.09% -204,832 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: 688 shares; 2024Q4: 710 shares; 2025Q1: 565 shares; 2025Q2: 584 shares; 2025Q3: 583 shares; 2025Q4: 565 shares; 2026Q1: 565 shares; 2026Q2: 2,260 shares 2,260 $281K 0.09% +1,695 Timeline LGLV 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: 1,621 shares; 2025Q3: 1,596 shares; 2025Q4: 1,596 shares; 2026Q1: 1,596 shares; 2026Q2: 1,546 shares 1,546 $281K 0.09% -50 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,259 shares; 2024Q4: 3,495 shares; 2025Q1: 3,673 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,041 shares; 2026Q1: 3,193 shares; 2026Q2: 3,675 shares 3,675 $279K 0.09% +482 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 706 shares; 2025Q1: 691 shares; 2025Q2: not reported; 2025Q3: 730 shares; 2025Q4: 874 shares; 2026Q1: 1,007 shares; 2026Q2: 1,232 shares 1,232 $276K 0.09% +225 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 381 shares 381 $276K 0.09% new 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: 2,910 shares; 2024Q4: 3,384 shares; 2025Q1: 4,163 shares; 2025Q2: 3,809 shares; 2025Q3: 3,957 shares; 2025Q4: 3,823 shares; 2026Q1: 3,937 shares; 2026Q2: 3,383 shares 3,383 $275K 0.09% -554 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,647 shares; 2025Q3: 1,647 shares; 2025Q4: 1,697 shares; 2026Q1: 1,672 shares; 2026Q2: 1,737 shares 1,737 $271K 0.08% +65 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 562 shares 562 $268K 0.08% new Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,966 shares; 2024Q4: 7,491 shares; 2025Q1: 7,491 shares; 2025Q2: 7,491 shares; 2025Q3: 7,491 shares; 2025Q4: 7,491 shares; 2026Q1: 7,341 shares; 2026Q2: 7,341 shares 7,341 $268K 0.08% 0 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 713 shares 713 $266K 0.08% new Timeline TFPN TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,908 shares; 2026Q1: 9,235 shares; 2026Q2: 8,382 shares 8,382 $264K 0.08% -853 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS 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: 665 shares; 2025Q4: 794 shares; 2026Q1: 871 shares; 2026Q2: 883 shares 883 $257K 0.08% +12 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,409 shares; 2026Q2: 2,720 shares 2,720 $254K 0.08% +311 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 573 shares; 2025Q4: 573 shares; 2026Q1: 573 shares; 2026Q2: 2,867 shares 2,867 $252K 0.08% +2,294 Timeline GAIN GLADSTONE INVT CORP More: the full row for GLADSTONE INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,550 shares; 2024Q4: 34,100 shares; 2025Q1: 31,750 shares; 2025Q2: 24,700 shares; 2025Q3: 19,400 shares; 2025Q4: 16,000 shares; 2026Q1: 15,700 shares; 2026Q2: 15,700 shares 15,700 $243K 0.08% 0 Timeline IESC IES HOLDINGS INC More: the full row for IES HOLDINGS 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: 325 shares 325 $239K 0.07% new Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,896 shares; 2025Q2: 1,920 shares; 2025Q3: 1,889 shares; 2025Q4: not reported; 2026Q1: 1,863 shares; 2026Q2: 1,880 shares 1,880 $238K 0.07% +17 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,017 shares; 2025Q2: not reported; 2025Q3: 2,023 shares; 2025Q4: 2,027 shares; 2026Q1: 2,077 shares; 2026Q2: 2,084 shares 2,084 $236K 0.07% +7 Timeline JHML JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,571 shares 2,571 $229K 0.07% new Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 425 shares; 2026Q1: not reported; 2026Q2: 425 shares 425 $222K 0.07% new Timeline INCM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,457 shares; 2026Q2: 7,665 shares 7,665 $221K 0.07% +208 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,121 shares; 2024Q4: 3,014 shares; 2025Q1: 3,116 shares; 2025Q2: 2,957 shares; 2025Q3: 2,958 shares; 2025Q4: not reported; 2026Q1: 2,794 shares; 2026Q2: 2,712 shares 2,712 $208K 0.06% -82 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,550 shares; 2024Q4: 10,650 shares; 2025Q1: 10,050 shares; 2025Q2: 10,550 shares; 2025Q3: 10,900 shares; 2025Q4: 10,250 shares; 2026Q1: 10,550 shares; 2026Q2: 10,550 shares 10,550 $202K 0.06% 0 Timeline CLSK CLEANSPARK INC More: the full row for CLEANSPARK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,385 shares; 2024Q4: 11,385 shares; 2025Q1: 12,295 shares; 2025Q2: 12,295 shares; 2025Q3: 12,295 shares; 2025Q4: 12,295 shares; 2026Q1: 12,295 shares; 2026Q2: 13,045 shares 13,045 $190K 0.06% +750 Timeline NIO NIO INC More: the full row for NIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,700 shares; 2025Q1: 23,900 shares; 2025Q2: 25,500 shares; 2025Q3: 24,400 shares; 2025Q4: 24,400 shares; 2026Q1: 24,400 shares; 2026Q2: 24,475 shares 24,475 $124K 0.04% +75 Timeline SPMC SOUND POINT MERIDIAN CAP INC More: the full row for SOUND POINT MERIDIAN CAP 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: 10,199 shares 10,199 $101K 0.03% new Timeline PNNT PENNANTPARK INVTS CORP More: the full row for PENNANTPARK INVTS 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: 11,500 shares; 2026Q2: 13,222 shares 13,222 $45.9K 0.01% +1,722 Timeline