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: 62,015 shares; 2024Q4: 63,514 shares; 2025Q1: 65,089 shares; 2025Q2: 623 shares; 2025Q3: 79,981 shares; 2025Q4: 89,688 shares; 2026Q1: 83,261 shares; 2026Q2: 73,621 shares 73,621 $54.2M 12.59% -9,640 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: 499,850 shares; 2024Q4: 510,805 shares; 2025Q1: 520,736 shares; 2025Q2: 583,010 shares; 2025Q3: 589,242 shares; 2025Q4: 604,159 shares; 2026Q1: 624,896 shares; 2026Q2: 548,077 shares 548,077 $48.2M 11.19% -76,819 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: 299,591 shares; 2024Q4: 337,379 shares; 2025Q1: 390,008 shares; 2025Q2: not reported; 2025Q3: 468,632 shares; 2025Q4: 496,715 shares; 2026Q1: 524,994 shares; 2026Q2: 469,545 shares 469,545 $28.9M 6.7% -55,449 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: 230,420 shares; 2024Q4: 281,859 shares; 2025Q1: 332,223 shares; 2025Q2: not reported; 2025Q3: 411,689 shares; 2025Q4: 430,836 shares; 2026Q1: 507,545 shares; 2026Q2: 385,687 shares 385,687 $19.5M 4.52% -121,858 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: 187,957 shares; 2024Q4: 181,065 shares; 2025Q1: 183,878 shares; 2025Q2: 207,343 shares; 2025Q3: 218,325 shares; 2025Q4: 219,296 shares; 2026Q1: 233,762 shares; 2026Q2: 222,060 shares 222,060 $16.8M 3.91% -11,702 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: 235,557 shares; 2024Q4: 247,678 shares; 2025Q1: 256,859 shares; 2025Q2: 283,443 shares; 2025Q3: 282,396 shares; 2025Q4: 271,843 shares; 2026Q1: 278,817 shares; 2026Q2: 261,752 shares 261,752 $16.3M 3.78% -17,065 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: 386,244 shares; 2024Q4: 409,275 shares; 2025Q1: 408,616 shares; 2025Q2: not reported; 2025Q3: 536,667 shares; 2025Q4: 558,502 shares; 2026Q1: 481,155 shares; 2026Q2: 402,049 shares 402,049 $14.7M 3.41% -79,106 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 181,247 shares; 2024Q4: 185,071 shares; 2025Q1: 191,919 shares; 2025Q2: 193,557 shares; 2025Q3: 197,245 shares; 2025Q4: 185,953 shares; 2026Q1: 204,562 shares; 2026Q2: 207,189 shares 207,189 $14M 3.25% +2,627 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: 183,520 shares; 2024Q4: 197,075 shares; 2025Q1: 208,535 shares; 2025Q2: not reported; 2025Q3: 243,505 shares; 2025Q4: 250,663 shares; 2026Q1: 258,753 shares; 2026Q2: 251,602 shares 251,602 $10.9M 2.52% -7,151 Timeline PSC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 138,032 shares; 2025Q3: 143,294 shares; 2025Q4: 134,848 shares; 2026Q1: 150,561 shares; 2026Q2: 152,856 shares 152,856 $10.7M 2.49% +2,295 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: 424 shares; 2024Q4: 399 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 319,821 shares; 2026Q2: 324,348 shares 324,348 $8.77M 2.04% +4,527 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,576 shares; 2024Q4: 32,420 shares; 2025Q1: 31,983 shares; 2025Q2: not reported; 2025Q3: 43,238 shares; 2025Q4: 47,224 shares; 2026Q1: 103,775 shares; 2026Q2: 95,620 shares 95,620 $8.76M 2.04% -8,155 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS 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: 46,184 shares; 2025Q4: 68,777 shares; 2026Q1: 103,342 shares; 2026Q2: 152,021 shares 152,021 $8.63M 2.01% +48,679 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,285 shares; 2024Q4: 63,778 shares; 2025Q1: 58,966 shares; 2025Q2: 63,860 shares; 2025Q3: 70,874 shares; 2025Q4: 63,842 shares; 2026Q1: 71,505 shares; 2026Q2: 68,790 shares 68,790 $8.19M 1.9% -2,715 Timeline CALF 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: 168,963 shares; 2024Q4: 179,357 shares; 2025Q1: 177,421 shares; 2025Q2: not reported; 2025Q3: 174,352 shares; 2025Q4: 170,541 shares; 2026Q1: 164,120 shares; 2026Q2: 157,374 shares 157,374 $7.96M 1.85% -6,746 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: 30,933 shares; 2024Q4: 30,643 shares; 2025Q1: 28,259 shares; 2025Q2: 33,367 shares; 2025Q3: 35,216 shares; 2025Q4: 29,572 shares; 2026Q1: 30,565 shares; 2026Q2: 25,293 shares 25,293 $7.32M 1.7% -5,272 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,858 shares; 2024Q4: 18,043 shares; 2025Q1: 19,796 shares; 2025Q2: not reported; 2025Q3: 21,001 shares; 2025Q4: 20,642 shares; 2026Q1: 23,416 shares; 2026Q2: 33,391 shares 33,391 $5.68M 1.32% +9,975 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: 2,908 shares; 2024Q4: 3,235 shares; 2025Q1: 3,572 shares; 2025Q2: 4,754 shares; 2025Q3: 5,310 shares; 2025Q4: 5,524 shares; 2026Q1: 5,135 shares; 2026Q2: 4,510 shares 4,510 $5.41M 1.26% -625 Timeline PREF PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 214,725 shares; 2024Q4: 217,448 shares; 2025Q1: 254,234 shares; 2025Q2: not reported; 2025Q3: 285,922 shares; 2025Q4: 291,119 shares; 2026Q1: 283,605 shares; 2026Q2: 280,460 shares 280,460 $5.35M 1.24% -3,145 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: 6,178 shares; 2024Q4: 6,271 shares; 2025Q1: 5,308 shares; 2025Q2: 10,798 shares; 2025Q3: 5,526 shares; 2025Q4: 6,349 shares; 2026Q1: 6,517 shares; 2026Q2: 13,007 shares 13,007 $4.85M 1.13% +6,490 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,413 shares; 2024Q4: 51,358 shares; 2025Q1: 48,758 shares; 2025Q2: not reported; 2025Q3: 48,708 shares; 2025Q4: 312,794 shares; 2026Q1: 341,869 shares; 2026Q2: 209,262 shares 209,262 $4.79M 1.11% -132,607 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS 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: 4,486 shares; 2026Q2: 89,348 shares 89,348 $4.74M 1.1% +84,862 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: 271,565 shares; 2024Q4: 262,219 shares; 2025Q1: 250,245 shares; 2025Q2: 226,929 shares; 2025Q3: 213,243 shares; 2025Q4: 212,935 shares; 2026Q1: 212,710 shares; 2026Q2: 218,883 shares 218,883 $4.19M 0.97% +6,173 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: 31,508 shares; 2024Q4: 32,176 shares; 2025Q1: 17,953 shares; 2025Q2: 18,249 shares; 2025Q3: 15,355 shares; 2025Q4: 20,883 shares; 2026Q1: 20,629 shares; 2026Q2: 19,894 shares 19,894 $3.98M 0.92% -735 Timeline XMHQ 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: 45,241 shares; 2024Q4: 45,654 shares; 2025Q1: 46,507 shares; 2025Q2: not reported; 2025Q3: 51,165 shares; 2025Q4: 49,183 shares; 2026Q1: 45,416 shares; 2026Q2: 33,437 shares 33,437 $3.77M 0.88% -11,979 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,265 shares; 2024Q4: 45,120 shares; 2025Q1: 40,501 shares; 2025Q2: 84,532 shares; 2025Q3: 44,177 shares; 2025Q4: 44,599 shares; 2026Q1: 44,369 shares; 2026Q2: 35,398 shares 35,398 $3.68M 0.85% -8,971 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,569 shares; 2024Q4: 54,224 shares; 2025Q1: 51,985 shares; 2025Q2: 52,916 shares; 2025Q3: 54,714 shares; 2025Q4: 44,641 shares; 2026Q1: 55,625 shares; 2026Q2: 56,763 shares 56,763 $3.45M 0.8% +1,138 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 111,549 shares; 2024Q4: 109,742 shares; 2025Q1: 109,165 shares; 2025Q2: 116,577 shares; 2025Q3: 116,581 shares; 2025Q4: 107,033 shares; 2026Q1: 86,088 shares; 2026Q2: 77,415 shares 77,415 $3.41M 0.79% -8,673 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: 10,536 shares; 2024Q4: 10,321 shares; 2025Q1: 8,408 shares; 2025Q2: 10,629 shares; 2025Q3: 6,654 shares; 2025Q4: 7,019 shares; 2026Q1: 7,299 shares; 2026Q2: 7,278 shares 7,278 $2.6M 0.6% -21 Timeline FLRT 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: 15,939 shares; 2024Q4: 17,504 shares; 2025Q1: 30,898 shares; 2025Q2: not reported; 2025Q3: 51,803 shares; 2025Q4: 54,166 shares; 2026Q1: 61,947 shares; 2026Q2: 55,383 shares 55,383 $2.58M 0.6% -6,564 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,347 shares; 2026Q2: 26,249 shares 26,249 $2.38M 0.55% +11,902 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: 7,734 shares; 2024Q4: 8,251 shares; 2025Q1: 8,760 shares; 2025Q2: 8,851 shares; 2025Q3: 7,346 shares; 2025Q4: 4,254 shares; 2026Q1: 4,254 shares; 2026Q2: 4,092 shares 4,092 $2.38M 0.55% -162 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,524 shares; 2024Q4: 1,219 shares; 2025Q1: 679 shares; 2025Q2: 3,227 shares; 2025Q3: 7,413 shares; 2025Q4: 11,032 shares; 2026Q1: 24,359 shares; 2026Q2: 23,841 shares 23,841 $2.36M 0.55% -518 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: 4,545 shares; 2024Q4: 4,324 shares; 2025Q1: 3,295 shares; 2025Q2: 3,149 shares; 2025Q3: 3,134 shares; 2025Q4: 3,207 shares; 2026Q1: 3,025 shares; 2026Q2: 2,963 shares 2,963 $2.22M 0.52% -62 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: 2,337 shares; 2024Q4: 2,473 shares; 2025Q1: 1,880 shares; 2025Q2: 1,653 shares; 2025Q3: 1,698 shares; 2025Q4: 1,578 shares; 2026Q1: 1,685 shares; 2026Q2: 1,930 shares 1,930 $2.06M 0.48% +245 Timeline WCMI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 97,470 shares; 2026Q2: 96,735 shares 96,735 $1.89M 0.44% -735 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: 18,236 shares; 2024Q4: 18,239 shares; 2025Q1: 6,269 shares; 2025Q2: 7,516 shares; 2025Q3: 8,926 shares; 2025Q4: 9,422 shares; 2026Q1: 9,887 shares; 2026Q2: 7,562 shares 7,562 $1.8M 0.42% -2,325 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,284 shares; 2024Q4: 10,084 shares; 2025Q1: 10,361 shares; 2025Q2: 13,190 shares; 2025Q3: 13,190 shares; 2025Q4: 13,681 shares; 2026Q1: 15,069 shares; 2026Q2: 15,704 shares 15,704 $1.69M 0.39% +635 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,017 shares; 2024Q4: 14,384 shares; 2025Q1: 12,144 shares; 2025Q2: 21,932 shares; 2025Q3: 11,869 shares; 2025Q4: 11,492 shares; 2026Q1: 11,372 shares; 2026Q2: 9,279 shares 9,279 $1.66M 0.39% -2,093 Timeline IXC 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: 33,435 shares; 2026Q2: 33,666 shares 33,666 $1.65M 0.38% +231 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: 4,558 shares; 2024Q4: 4,560 shares; 2025Q1: 4,291 shares; 2025Q2: 4,084 shares; 2025Q3: 3,804 shares; 2025Q4: 3,971 shares; 2026Q1: 4,451 shares; 2026Q2: 4,942 shares 4,942 $1.62M 0.38% +491 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: 7,293 shares; 2024Q4: 6,959 shares; 2025Q1: 2,772 shares; 2025Q2: 3,120 shares; 2025Q3: 3,602 shares; 2025Q4: 3,569 shares; 2026Q1: 3,461 shares; 2026Q2: 3,696 shares 3,696 $1.55M 0.36% +235 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 52,380 shares 52,380 $1.54M 0.36% new Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,981 shares; 2024Q4: 27,869 shares; 2025Q1: 30,273 shares; 2025Q2: 28,388 shares; 2025Q3: 27,495 shares; 2025Q4: 23,698 shares; 2026Q1: 28,994 shares; 2026Q2: 28,611 shares 28,611 $1.53M 0.36% -383 Timeline TRMD TORM PLC More: the full row for TORM PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,665 shares; 2024Q4: 42,367 shares; 2025Q1: 52,387 shares; 2025Q2: not reported; 2025Q3: 55,994 shares; 2025Q4: 59,701 shares; 2026Q1: 57,737 shares; 2026Q2: 58,001 shares 58,001 $1.51M 0.35% +264 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,306 shares; 2024Q4: 33,306 shares; 2025Q1: 33,503 shares; 2025Q2: not reported; 2025Q3: 45,567 shares; 2025Q4: 49,000 shares; 2026Q1: 65,843 shares; 2026Q2: 78,712 shares 78,712 $1.45M 0.34% +12,869 Timeline EQWL INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,885 shares; 2024Q4: 2,976 shares; 2025Q1: 3,504 shares; 2025Q2: not reported; 2025Q3: 5,131 shares; 2025Q4: 8,462 shares; 2026Q1: 9,772 shares; 2026Q2: 11,054 shares 11,054 $1.43M 0.33% +1,282 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: 2,778 shares; 2024Q4: 3,553 shares; 2025Q1: 2,941 shares; 2025Q2: 2,910 shares; 2025Q3: 2,110 shares; 2025Q4: 1,510 shares; 2026Q1: 1,300 shares; 2026Q2: 1,191 shares 1,191 $1.37M 0.32% -109 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,685 shares; 2024Q4: 8,187 shares; 2025Q1: 12,157 shares; 2025Q2: not reported; 2025Q3: 28,789 shares; 2025Q4: 29,671 shares; 2026Q1: 34,222 shares; 2026Q2: 32,154 shares 32,154 $1.31M 0.3% -2,068 Timeline SLYG 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: 10,697 shares; 2024Q4: 9,777 shares; 2025Q1: 10,506 shares; 2025Q2: 10,489 shares; 2025Q3: 11,020 shares; 2025Q4: 10,676 shares; 2026Q1: 10,773 shares; 2026Q2: 10,810 shares 10,810 $1.29M 0.3% +37 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 984 shares; 2024Q4: 872 shares; 2025Q1: 925 shares; 2025Q2: 920 shares; 2025Q3: 1,252 shares; 2025Q4: 5,754 shares; 2026Q1: 7,706 shares; 2026Q2: 8,652 shares 8,652 $1.27M 0.29% +946 Timeline IBMP 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: 2,700 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 131,846 shares; 2026Q1: 91,110 shares; 2026Q2: 49,405 shares 49,405 $1.26M 0.29% -41,705 Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,974 shares; 2024Q4: 51,074 shares; 2025Q1: 56,874 shares; 2025Q2: not reported; 2025Q3: 103,274 shares; 2025Q4: 131,848 shares; 2026Q1: 131,848 shares; 2026Q2: 48,374 shares 48,374 $1.24M 0.29% -83,474 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,791 shares; 2024Q4: 16,145 shares; 2025Q1: 18,180 shares; 2025Q2: 21,321 shares; 2025Q3: 22,545 shares; 2025Q4: 22,747 shares; 2026Q1: 26,499 shares; 2026Q2: 29,144 shares 29,144 $1.23M 0.29% +2,645 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,517 shares; 2024Q4: 2,752 shares; 2025Q1: 2,723 shares; 2025Q2: 2,459 shares; 2025Q3: 2,159 shares; 2025Q4: 6,355 shares; 2026Q1: 2,146 shares; 2026Q2: 1,915 shares 1,915 $1.23M 0.29% -231 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,526 shares; 2024Q4: 18,526 shares; 2025Q1: 18,526 shares; 2025Q2: 18,941 shares; 2025Q3: 23,801 shares; 2025Q4: 45,226 shares; 2026Q1: 46,601 shares; 2026Q2: 45,801 shares 45,801 $1.11M 0.26% -800 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,869 shares; 2024Q4: 8,869 shares; 2025Q1: 9,319 shares; 2025Q2: 13,006 shares; 2025Q3: 13,006 shares; 2025Q4: 13,738 shares; 2026Q1: 24,219 shares; 2026Q2: 26,614 shares 26,614 $1.1M 0.26% +2,395 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: 2,200 shares; 2024Q4: 2,180 shares; 2025Q1: 1,398 shares; 2025Q2: 1,365 shares; 2025Q3: 1,370 shares; 2025Q4: 1,675 shares; 2026Q1: 1,875 shares; 2026Q2: 1,956 shares 1,956 $1.1M 0.26% +81 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: 5,298 shares; 2024Q4: 5,224 shares; 2025Q1: 5,118 shares; 2025Q2: not reported; 2025Q3: 5,138 shares; 2025Q4: 5,388 shares; 2026Q1: 3,131 shares; 2026Q2: 3,575 shares 3,575 $1.08M 0.25% +444 Timeline IBMQ 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: 109,100 shares; 2026Q1: 79,100 shares; 2026Q2: 42,300 shares 42,300 $1.08M 0.25% -36,800 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: 6,188 shares; 2024Q4: 6,263 shares; 2025Q1: 4,950 shares; 2025Q2: 5,127 shares; 2025Q3: 5,127 shares; 2025Q4: 13,068 shares; 2026Q1: 13,051 shares; 2026Q2: 9,494 shares 9,494 $1.08M 0.25% -3,557 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: 26,693 shares; 2024Q4: 23,794 shares; 2025Q1: 16,585 shares; 2025Q2: 13,960 shares; 2025Q3: 13,385 shares; 2025Q4: 12,960 shares; 2026Q1: 12,895 shares; 2026Q2: 13,652 shares 13,652 $1.05M 0.24% +757 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: 1,985 shares; 2024Q4: 2,223 shares; 2025Q1: 1,807 shares; 2025Q2: 1,654 shares; 2025Q3: 1,620 shares; 2025Q4: 2,000 shares; 2026Q1: 2,142 shares; 2026Q2: 2,844 shares 2,844 $1M 0.23% +702 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: 3,834 shares; 2024Q4: 3,835 shares; 2025Q1: 4,102 shares; 2025Q2: 3,872 shares; 2025Q3: 3,788 shares; 2025Q4: 3,772 shares; 2026Q1: 3,718 shares; 2026Q2: 3,932 shares 3,932 $989K 0.23% +214 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,882 shares; 2025Q4: 16,103 shares; 2026Q1: 19,341 shares; 2026Q2: 21,777 shares 21,777 $981K 0.23% +2,436 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,433 shares; 2024Q4: 11,635 shares; 2025Q1: 11,460 shares; 2025Q2: 10,756 shares; 2025Q3: 10,575 shares; 2025Q4: 14,959 shares; 2026Q1: 21,573 shares; 2026Q2: 21,431 shares 21,431 $972K 0.23% -142 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: 2,938 shares; 2024Q4: 2,788 shares; 2025Q1: 2,326 shares; 2025Q2: 4,514 shares; 2025Q3: 2,258 shares; 2025Q4: 2,122 shares; 2026Q1: 2,122 shares; 2026Q2: 3,491 shares 3,491 $886K 0.21% +1,369 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: 7,622 shares; 2024Q4: 7,503 shares; 2025Q1: 8,909 shares; 2025Q2: not reported; 2025Q3: 4,529 shares; 2025Q4: 11,174 shares; 2026Q1: 12,298 shares; 2026Q2: 12,209 shares 12,209 $881K 0.2% -89 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: 3,126 shares; 2024Q4: 3,227 shares; 2025Q1: 1,633 shares; 2025Q2: 1,644 shares; 2025Q3: 1,683 shares; 2025Q4: 1,733 shares; 2026Q1: 1,743 shares; 2026Q2: 2,463 shares 2,463 $870K 0.2% +720 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: 7,006 shares; 2024Q4: 6,947 shares; 2025Q1: 6,475 shares; 2025Q2: 6,632 shares; 2025Q3: 6,359 shares; 2025Q4: 6,129 shares; 2026Q1: 5,977 shares; 2026Q2: 6,271 shares 6,271 $857K 0.2% +294 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: 18,114 shares; 2024Q4: 18,339 shares; 2025Q1: 22,255 shares; 2025Q2: 32,851 shares; 2025Q3: 33,172 shares; 2025Q4: 35,132 shares; 2026Q1: 43,900 shares; 2026Q2: 50,827 shares 50,827 $840K 0.2% +6,927 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: 12,946 shares; 2024Q4: 13,155 shares; 2025Q1: 9,385 shares; 2025Q2: 8,775 shares; 2025Q3: 8,752 shares; 2025Q4: 8,343 shares; 2026Q1: 6,503 shares; 2026Q2: 5,010 shares 5,010 $830K 0.19% -1,493 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,512 shares 4,512 $771K 0.18% new 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,802 shares; 2026Q2: 39,072 shares 39,072 $754K 0.18% +16,270 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,632 shares; 2024Q4: 19,932 shares; 2025Q1: 19,332 shares; 2025Q2: 17,504 shares; 2025Q3: 17,204 shares; 2025Q4: 17,204 shares; 2026Q1: 17,204 shares; 2026Q2: 19,403 shares 19,403 $713K 0.17% +2,199 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: 1,663 shares; 2024Q4: 1,527 shares; 2025Q1: 1,412 shares; 2025Q2: 1,343 shares; 2025Q3: 1,343 shares; 2025Q4: 1,332 shares; 2026Q1: 1,332 shares; 2026Q2: 1,378 shares 1,378 $708K 0.16% +46 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: 398 shares; 2024Q4: 795 shares; 2025Q1: 4,633 shares; 2025Q2: not reported; 2025Q3: 4,634 shares; 2025Q4: 4,344 shares; 2026Q1: 4,225 shares; 2026Q2: 6,029 shares 6,029 $703K 0.16% +1,804 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,734 shares; 2025Q3: 5,734 shares; 2025Q4: 5,734 shares; 2026Q1: 5,734 shares; 2026Q2: 2,867 shares 2,867 $694K 0.16% -2,867 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: 1,998 shares; 2024Q4: 1,935 shares; 2025Q1: 2,305 shares; 2025Q2: 2,705 shares; 2025Q3: 2,705 shares; 2025Q4: 2,605 shares; 2026Q1: 2,250 shares; 2026Q2: 1,087 shares 1,087 $690K 0.16% -1,163 Timeline SPTI 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: 54,674 shares; 2024Q4: 53,956 shares; 2025Q1: 55,808 shares; 2025Q2: 316,243 shares; 2025Q3: 333,936 shares; 2025Q4: 355,489 shares; 2026Q1: 34,161 shares; 2026Q2: 24,074 shares 24,074 $683K 0.16% -10,087 Timeline IWMI NEOS ETF TRUST More: the full row for NEOS 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: 4,631 shares; 2025Q4: 4,256 shares; 2026Q1: 5,082 shares; 2026Q2: 12,508 shares 12,508 $669K 0.16% +7,426 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,264 shares; 2024Q4: 6,352 shares; 2025Q1: 6,568 shares; 2025Q2: 6,088 shares; 2025Q3: 6,088 shares; 2025Q4: 5,095 shares; 2026Q1: 5,320 shares; 2026Q2: 5,068 shares 5,068 $662K 0.15% -252 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: 2,712 shares; 2024Q4: 3,282 shares; 2025Q1: 3,333 shares; 2025Q2: 2,625 shares; 2025Q3: 2,361 shares; 2025Q4: 2,361 shares; 2026Q1: 4,174 shares; 2026Q2: 4,662 shares 4,662 $641K 0.15% +488 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: 1,951 shares; 2024Q4: 1,974 shares; 2025Q1: 1,913 shares; 2025Q2: 1,906 shares; 2025Q3: 2,173 shares; 2025Q4: 2,171 shares; 2026Q1: 2,159 shares; 2026Q2: 2,195 shares 2,195 $617K 0.14% +36 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,566 shares; 2024Q4: 9,201 shares; 2025Q1: 9,210 shares; 2025Q2: 9,220 shares; 2025Q3: 9,031 shares; 2025Q4: 8,892 shares; 2026Q1: 8,801 shares; 2026Q2: 8,535 shares 8,535 $576K 0.13% -266 Timeline IBTH 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: 2,740 shares; 2025Q1: 14,040 shares; 2025Q2: not reported; 2025Q3: 27,740 shares; 2025Q4: 34,590 shares; 2026Q1: 34,590 shares; 2026Q2: 25,590 shares 25,590 $572K 0.13% -9,000 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,842 shares; 2024Q4: 5,758 shares; 2025Q1: 5,912 shares; 2025Q2: 5,140 shares; 2025Q3: 5,141 shares; 2025Q4: 10,234 shares; 2026Q1: 9,911 shares; 2026Q2: 10,710 shares 10,710 $569K 0.13% +799 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: 1,251 shares; 2024Q4: 1,404 shares; 2025Q1: 1,503 shares; 2025Q2: 1,234 shares; 2025Q3: 1,234 shares; 2025Q4: 1,234 shares; 2026Q1: 2,495 shares; 2026Q2: 2,493 shares 2,493 $566K 0.13% -2 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: 801 shares; 2024Q4: 716 shares; 2025Q1: 573 shares; 2025Q2: 518 shares; 2025Q3: 518 shares; 2025Q4: 518 shares; 2026Q1: 558 shares; 2026Q2: 744 shares 744 $556K 0.13% +186 Timeline EZM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,293 shares; 2024Q4: 8,065 shares; 2025Q1: 7,675 shares; 2025Q2: 7,675 shares; 2025Q3: 7,675 shares; 2025Q4: 7,556 shares; 2026Q1: 7,556 shares; 2026Q2: 7,331 shares 7,331 $556K 0.13% -225 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: 5,148 shares; 2024Q4: 4,909 shares; 2025Q1: 4,033 shares; 2025Q2: 3,696 shares; 2025Q3: 3,446 shares; 2025Q4: 3,355 shares; 2026Q1: 3,355 shares; 2026Q2: 3,616 shares 3,616 $536K 0.12% +261 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: 331 shares; 2024Q4: 557 shares; 2025Q1: 482 shares; 2025Q2: not reported; 2025Q3: 1,043 shares; 2025Q4: 1,128 shares; 2026Q1: 1,428 shares; 2026Q2: 1,278 shares 1,278 $531K 0.12% -150 Timeline XSD 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: 60 shares; 2024Q4: 112 shares; 2025Q1: 221 shares; 2025Q2: not reported; 2025Q3: 690 shares; 2025Q4: 771 shares; 2026Q1: 814 shares; 2026Q2: 838 shares 838 $522K 0.12% +24 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: 6,021 shares; 2024Q4: 6,021 shares; 2025Q1: 5,399 shares; 2025Q2: 5,249 shares; 2025Q3: 5,249 shares; 2025Q4: 5,214 shares; 2026Q1: 5,214 shares; 2026Q2: 5,373 shares 5,373 $514K 0.12% +159 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,967 shares; 2024Q4: 18,107 shares; 2025Q1: 4,780 shares; 2025Q2: 3,639 shares; 2025Q3: 3,402 shares; 2025Q4: 3,452 shares; 2026Q1: 4,052 shares; 2026Q2: 3,673 shares 3,673 $514K 0.12% -379 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: 3,598 shares; 2024Q4: 3,410 shares; 2025Q1: 2,939 shares; 2025Q2: 4,145 shares; 2025Q3: 4,160 shares; 2025Q4: 3,961 shares; 2026Q1: 4,296 shares; 2026Q2: 1,845 shares 1,845 $499K 0.12% -2,451 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: 3,887 shares; 2025Q1: 3,778 shares; 2025Q2: 4,611 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,353 shares; 2026Q2: 9,759 shares 9,759 $450K 0.1% +4,406 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,739 shares; 2024Q4: 4,712 shares; 2025Q1: 5,060 shares; 2025Q2: 4,968 shares; 2025Q3: 5,026 shares; 2025Q4: 5,026 shares; 2026Q1: 5,121 shares; 2026Q2: 4,906 shares 4,906 $449K 0.1% -215 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,471 shares; 2024Q4: 6,396 shares; 2025Q1: 6,396 shares; 2025Q2: 6,396 shares; 2025Q3: 6,326 shares; 2025Q4: 5,076 shares; 2026Q1: 6,326 shares; 2026Q2: 899 shares 899 $441K 0.1% -5,427 Timeline AGGY 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: 2,558 shares; 2025Q2: not reported; 2025Q3: 5,935 shares; 2025Q4: not reported; 2026Q1: 12,808 shares; 2026Q2: 10,081 shares 10,081 $438K 0.1% -2,727 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,184 shares; 2024Q4: 894 shares; 2025Q1: 565 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,057 shares; 2026Q2: 2,011 shares 2,011 $435K 0.1% +954 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,236 shares; 2025Q1: 9,270 shares; 2025Q2: 11,113 shares; 2025Q3: 9,288 shares; 2025Q4: not reported; 2026Q1: 15,006 shares; 2026Q2: 17,854 shares 17,854 $413K 0.1% +2,848 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: 5,684 shares; 2024Q4: 4,880 shares; 2025Q1: 3,536 shares; 2025Q2: 6,542 shares; 2025Q3: 3,222 shares; 2025Q4: 3,230 shares; 2026Q1: 3,231 shares; 2026Q2: 3,458 shares 3,458 $406K 0.09% +227 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 165,532 shares; 2024Q4: 168,848 shares; 2025Q1: 175,532 shares; 2025Q2: 5,477 shares; 2025Q3: 5,504 shares; 2025Q4: 5,515 shares; 2026Q1: 5,132 shares; 2026Q2: 7,015 shares 7,015 $405K 0.09% +1,883 Timeline EES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,351 shares; 2024Q4: 6,915 shares; 2025Q1: 5,971 shares; 2025Q2: 5,971 shares; 2025Q3: 5,971 shares; 2025Q4: 5,893 shares; 2026Q1: 5,893 shares; 2026Q2: 5,743 shares 5,743 $389K 0.09% -150 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: 434 shares; 2024Q4: 409 shares; 2025Q1: 63 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,356 shares; 2026Q1: 4,806 shares; 2026Q2: 5,361 shares 5,361 $383K 0.09% +555 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: 415 shares; 2024Q4: 392 shares; 2025Q1: 389 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 761 shares 761 $381K 0.09% new 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: 10,923 shares; 2024Q4: 10,923 shares; 2025Q1: 10,923 shares; 2025Q2: 8,410 shares; 2025Q3: 8,410 shares; 2025Q4: 8,410 shares; 2026Q1: 7,700 shares; 2026Q2: 7,550 shares 7,550 $364K 0.08% -150 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,491 shares; 2024Q4: 1,711 shares; 2025Q1: 2,029 shares; 2025Q2: 1,795 shares; 2025Q3: 1,775 shares; 2025Q4: 1,540 shares; 2026Q1: 1,700 shares; 2026Q2: 1,754 shares 1,754 $360K 0.08% +54 Timeline GCOW 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,879 shares; 2026Q2: 8,220 shares 8,220 $356K 0.08% +3,341 Timeline IBMR 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: 50,800 shares; 2026Q1: 23,800 shares; 2026Q2: 13,800 shares 13,800 $350K 0.08% -10,000 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: 2,801 shares; 2024Q4: 1,702 shares; 2025Q1: 1,362 shares; 2025Q2: 1,362 shares; 2025Q3: 1,362 shares; 2025Q4: 1,542 shares; 2026Q1: 1,492 shares; 2026Q2: 1,522 shares 1,522 $336K 0.08% +30 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,438 shares; 2024Q4: 27,823 shares; 2025Q1: 22,964 shares; 2025Q2: 21,205 shares; 2025Q3: 21,305 shares; 2025Q4: 13,805 shares; 2026Q1: 14,205 shares; 2026Q2: 13,564 shares 13,564 $327K 0.08% -641 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: 5,602 shares; 2024Q4: 5,013 shares; 2025Q1: 2,901 shares; 2025Q2: 2,483 shares; 2025Q3: 2,583 shares; 2025Q4: 2,583 shares; 2026Q1: 2,583 shares; 2026Q2: 2,538 shares 2,538 $321K 0.07% -45 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: 2,214 shares; 2024Q4: 2,215 shares; 2025Q1: 1,905 shares; 2025Q2: 2,400 shares; 2025Q3: 2,897 shares; 2025Q4: 2,922 shares; 2026Q1: 2,880 shares; 2026Q2: 2,768 shares 2,768 $318K 0.07% -112 Timeline MTGP 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: 1,858 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,872 shares; 2026Q2: 7,181 shares 7,181 $317K 0.07% -1,691 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: 3 shares; 2024Q4: 4 shares; 2025Q1: 189 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 458 shares 458 $314K 0.07% new 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: 1,151 shares; 2025Q1: 1,393 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,506 shares; 2026Q2: 4,610 shares 4,610 $314K 0.07% +1,104 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: 769 shares; 2024Q4: 1,145 shares; 2025Q1: 1,549 shares; 2025Q2: 1,994 shares; 2025Q3: 1,972 shares; 2025Q4: not reported; 2026Q1: 1,774 shares; 2026Q2: 1,417 shares 1,417 $309K 0.07% -357 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 249 shares; 2024Q4: 1,456 shares; 2025Q1: 2,227 shares; 2025Q2: 3,850 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,859 shares 2,859 $307K 0.07% new Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,015 shares; 2024Q4: 3,016 shares; 2025Q1: 2,856 shares; 2025Q2: 2,957 shares; 2025Q3: 2,957 shares; 2025Q4: 2,957 shares; 2026Q1: 2,957 shares; 2026Q2: 2,957 shares 2,957 $302K 0.07% 0 Timeline TYG TORTOISE ENERGY INFRSTRCTR C More: the full row for TORTOISE ENERGY INFRSTRCTR C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,425 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,988 shares; 2026Q2: 7,035 shares 7,035 $302K 0.07% +2,047 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: 630 shares; 2024Q4: 630 shares; 2025Q1: 700 shares; 2025Q2: not reported; 2025Q3: 693 shares; 2025Q4: 755 shares; 2026Q1: 768 shares; 2026Q2: 798 shares 798 $301K 0.07% +30 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: 3,486 shares; 2024Q4: 3,201 shares; 2025Q1: 1,761 shares; 2025Q2: 1,531 shares; 2025Q3: 1,581 shares; 2025Q4: 1,727 shares; 2026Q1: 1,727 shares; 2026Q2: 1,888 shares 1,888 $277K 0.06% +161 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,477 shares; 2025Q1: 1,533 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,321 shares; 2026Q2: 11,921 shares 11,921 $272K 0.06% +1,600 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 813 shares; 2024Q4: 2,057 shares; 2025Q1: 1,657 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,357 shares; 2026Q2: 2,727 shares 2,727 $258K 0.06% +370 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,539 shares 2,539 $253K 0.06% new Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,055 shares; 2024Q4: 3,055 shares; 2025Q1: 3,055 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,086 shares 3,086 $250K 0.06% new Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,775 shares; 2024Q4: 4,725 shares; 2025Q1: 4,695 shares; 2025Q2: 3,877 shares; 2025Q3: 3,477 shares; 2025Q4: 2,777 shares; 2026Q1: 2,777 shares; 2026Q2: 2,875 shares 2,875 $250K 0.06% +98 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 245 shares; 2024Q4: 302 shares; 2025Q1: 225 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,072 shares 2,072 $248K 0.06% new Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,400 shares; 2024Q4: 4,400 shares; 2025Q1: 4,400 shares; 2025Q2: not reported; 2025Q3: 8,500 shares; 2025Q4: 8,500 shares; 2026Q1: 10,150 shares; 2026Q2: 10,150 shares 10,150 $246K 0.06% 0 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 503 shares; 2024Q4: 536 shares; 2025Q1: 473 shares; 2025Q2: 470 shares; 2025Q3: 470 shares; 2025Q4: 470 shares; 2026Q1: 482 shares; 2026Q2: 482 shares 482 $246K 0.06% 0 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 632 shares 632 $244K 0.06% new Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,035 shares; 2024Q4: 1,429 shares; 2025Q1: 3,600 shares; 2025Q2: not reported; 2025Q3: 5,850 shares; 2025Q4: 4,850 shares; 2026Q1: 6,850 shares; 2026Q2: 6,850 shares 6,850 $238K 0.06% 0 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,280 shares; 2024Q4: 613 shares; 2025Q1: 621 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,191 shares 1,191 $227K 0.05% new Timeline VLY VALLEY NATL BANCORP More: the full row for VALLEY NATL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,250 shares; 2024Q4: 15,250 shares; 2025Q1: 15,250 shares; 2025Q2: 30,500 shares; 2025Q3: 15,250 shares; 2025Q4: 30,500 shares; 2026Q1: 30,500 shares; 2026Q2: 15,250 shares 15,250 $223K 0.05% -15,250 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,618 shares; 2024Q4: 6,319 shares; 2025Q1: 6,269 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,677 shares; 2026Q2: 4,745 shares 4,745 $221K 0.05% +68 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: 1,316 shares; 2024Q4: 33 shares; 2025Q1: 33 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,634 shares 3,634 $217K 0.05% new Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,029 shares 4,029 $212K 0.05% new Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,666 shares; 2024Q4: 2,603 shares; 2025Q1: 2,212 shares; 2025Q2: 4,416 shares; 2025Q3: 2,208 shares; 2025Q4: 2,204 shares; 2026Q1: 2,204 shares; 2026Q2: 2,190 shares 2,190 $211K 0.05% -14 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,282 shares; 2024Q4: 6,369 shares; 2025Q1: 6,060 shares; 2025Q2: 12,290 shares; 2025Q3: 12,470 shares; 2025Q4: 12,652 shares; 2026Q1: 12,826 shares; 2026Q2: 4,501 shares 4,501 $209K 0.05% -8,325 Timeline ACWX 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: 2,746 shares 2,746 $209K 0.05% new Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,068 shares; 2024Q4: 1,068 shares; 2025Q1: 1,068 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 994 shares 994 $208K 0.05% new Timeline UFOX ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,321 shares; 2024Q4: 2,329 shares; 2025Q1: 2,329 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,154 shares 2,154 $205K 0.05% new Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 851 shares; 2024Q4: 851 shares; 2025Q1: 1,100 shares; 2025Q2: 1,021 shares; 2025Q3: 1,021 shares; 2025Q4: 1,021 shares; 2026Q1: 641 shares; 2026Q2: 650 shares 650 $204K 0.05% +9 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,763 shares; 2024Q4: 2,658 shares; 2025Q1: 1,396 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,818 shares; 2026Q2: 1,583 shares 1,583 $203K 0.05% -235 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,532 shares 5,532 $202K 0.05% new 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: 1,786 shares; 2024Q4: 1,772 shares; 2025Q1: 1,603 shares; 2025Q2: 2,578 shares; 2025Q3: not reported; 2025Q4: 1,189 shares; 2026Q1: not reported; 2026Q2: 1,089 shares 1,089 $201K 0.05% new Timeline SG SWEETGREEN INC More: the full row for SWEETGREEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,713 shares; 2024Q4: 11,008 shares; 2025Q1: 16,053 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,274 shares; 2026Q1: 13,429 shares; 2026Q2: 13,366 shares 13,366 $118K 0.03% -63 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,116 shares; 2024Q4: 10,258 shares; 2025Q1: 19,427 shares; 2025Q2: 19,669 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,861 shares; 2026Q2: 14,411 shares 14,411 $114K 0.03% -1,450 Timeline ESPR ESPERION THERAPEUTICS INC NE More: the full row for ESPERION THERAPEUTICS INC NE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,500 shares; 2024Q4: 13,500 shares; 2025Q1: 13,500 shares; 2025Q2: 38,172 shares; 2025Q3: 13,500 shares; 2025Q4: 22,344 shares; 2026Q1: not reported; 2026Q2: 11,172 shares 11,172 $35.3K 0.01% new Timeline