AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,904 shares; 2024Q4: 65,007 shares; 2025Q1: 63,800 shares; 2025Q2: 61,818 shares; 2025Q3: 60,197 shares; 2025Q4: 57,410 shares; 2026Q1: 56,785 shares; 2026Q2: 55,926 shares 55,926 $16.2M 5.82% -859 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,756 shares; 2024Q4: 43,233 shares; 2025Q1: 45,022 shares; 2025Q2: 46,049 shares; 2025Q3: 46,870 shares; 2025Q4: 46,430 shares; 2026Q1: 47,897 shares; 2026Q2: 49,623 shares 49,623 $10.6M 3.79% +1,726 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 430,729 shares; 2024Q4: 434,388 shares; 2025Q1: 465,534 shares; 2025Q2: 484,380 shares; 2025Q3: 493,868 shares; 2025Q4: 504,946 shares; 2026Q1: 536,184 shares; 2026Q2: 564,160 shares 564,160 $10.1M 3.63% +27,976 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: 92,542 shares; 2024Q4: 93,627 shares; 2025Q1: 101,670 shares; 2025Q2: 104,665 shares; 2025Q3: 107,005 shares; 2025Q4: 105,351 shares; 2026Q1: 109,517 shares; 2026Q2: 114,293 shares 114,293 $8.66M 3.11% +4,776 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: 103,999 shares; 2024Q4: 108,508 shares; 2025Q1: 111,417 shares; 2025Q2: 111,744 shares; 2025Q3: 111,907 shares; 2025Q4: 107,840 shares; 2026Q1: 106,453 shares; 2026Q2: 106,019 shares 106,019 $8.18M 2.94% -434 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 98,661 shares; 2024Q4: 107,539 shares; 2025Q1: 114,040 shares; 2025Q2: 119,399 shares; 2025Q3: 124,380 shares; 2025Q4: 128,037 shares; 2026Q1: 137,924 shares; 2026Q2: 145,522 shares 145,522 $7.52M 2.7% +7,598 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: 127,991 shares; 2024Q4: 178,707 shares; 2025Q1: 159,597 shares; 2025Q2: 153,162 shares; 2025Q3: 144,104 shares; 2025Q4: 131,677 shares; 2026Q1: 131,909 shares; 2026Q2: 136,502 shares 136,502 $6.89M 2.48% +4,593 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: 27,419 shares; 2024Q4: 27,036 shares; 2025Q1: 27,270 shares; 2025Q2: 28,506 shares; 2025Q3: 27,433 shares; 2025Q4: 27,274 shares; 2026Q1: 27,309 shares; 2026Q2: 27,134 shares 27,134 $6.47M 2.32% -175 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,511 shares; 2024Q4: 9,616 shares; 2025Q1: 8,550 shares; 2025Q2: 9,353 shares; 2025Q3: 8,948 shares; 2025Q4: 8,598 shares; 2026Q1: 8,541 shares; 2026Q2: 8,522 shares 8,522 $6.28M 2.26% -19 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 122,391 shares; 2024Q4: 127,652 shares; 2025Q1: 134,808 shares; 2025Q2: 133,472 shares; 2025Q3: 137,459 shares; 2025Q4: 143,591 shares; 2026Q1: 147,830 shares; 2026Q2: 151,283 shares 151,283 $6.24M 2.24% +3,453 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,911 shares; 2024Q4: 85,680 shares; 2025Q1: 96,041 shares; 2025Q2: 104,052 shares; 2025Q3: 109,186 shares; 2025Q4: 121,543 shares; 2026Q1: 125,251 shares; 2026Q2: 130,495 shares 130,495 $5.94M 2.13% +5,244 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: 9,780 shares; 2024Q4: 9,424 shares; 2025Q1: 9,072 shares; 2025Q2: 8,842 shares; 2025Q3: 8,621 shares; 2025Q4: 8,099 shares; 2026Q1: 7,975 shares; 2026Q2: 7,694 shares 7,694 $5.76M 2.07% -281 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: 22,989 shares; 2024Q4: 22,607 shares; 2025Q1: 25,566 shares; 2025Q2: 25,540 shares; 2025Q3: 25,269 shares; 2025Q4: 25,468 shares; 2026Q1: 25,853 shares; 2026Q2: 25,829 shares 25,829 $5.17M 1.86% -24 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: 32,469 shares; 2024Q4: 32,728 shares; 2025Q1: 33,416 shares; 2025Q2: 33,023 shares; 2025Q3: 33,323 shares; 2025Q4: 33,261 shares; 2026Q1: 33,829 shares; 2026Q2: 34,107 shares 34,107 $5.06M 1.82% +278 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,418 shares; 2024Q4: 52,576 shares; 2025Q1: 52,375 shares; 2025Q2: 52,238 shares; 2025Q3: 51,752 shares; 2025Q4: 51,596 shares; 2026Q1: 51,448 shares; 2026Q2: 51,280 shares 51,280 $4.24M 1.52% -168 Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,555 shares; 2024Q4: 62,900 shares; 2025Q1: 73,651 shares; 2025Q2: 76,201 shares; 2025Q3: 77,459 shares; 2025Q4: 81,287 shares; 2026Q1: 88,901 shares; 2026Q2: 94,592 shares 94,592 $3.85M 1.38% +5,691 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: 10,577 shares; 2024Q4: 10,627 shares; 2025Q1: 10,963 shares; 2025Q2: 11,263 shares; 2025Q3: 11,042 shares; 2025Q4: 11,146 shares; 2026Q1: 10,736 shares; 2026Q2: 10,050 shares 10,050 $3.75M 1.35% -686 Timeline TPYP TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 97,777 shares; 2025Q3: 92,335 shares; 2025Q4: 90,935 shares; 2026Q1: 89,713 shares; 2026Q2: 88,342 shares 88,342 $3.7M 1.33% -1,371 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO 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: 9,737 shares; 2025Q4: 20,022 shares; 2026Q1: 50,381 shares; 2026Q2: 134,281 shares 134,281 $3.56M 1.28% +83,900 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: 5,782 shares; 2024Q4: 5,711 shares; 2025Q1: 5,643 shares; 2025Q2: 5,565 shares; 2025Q3: 5,586 shares; 2025Q4: 5,583 shares; 2026Q1: 5,524 shares; 2026Q2: 5,496 shares 5,496 $3.49M 1.25% -28 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: 3,663 shares; 2024Q4: 3,665 shares; 2025Q1: 3,668 shares; 2025Q2: 3,671 shares; 2025Q3: 3,737 shares; 2025Q4: 3,763 shares; 2026Q1: 3,549 shares; 2026Q2: 3,126 shares 3,126 $3.33M 1.2% -423 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,127 shares; 2024Q4: 52,546 shares; 2025Q1: 53,326 shares; 2025Q2: 58,039 shares; 2025Q3: 59,064 shares; 2025Q4: 60,667 shares; 2026Q1: 69,224 shares; 2026Q2: 73,455 shares 73,455 $3.26M 1.17% +4,231 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,859 shares; 2024Q4: 19,700 shares; 2025Q1: 19,228 shares; 2025Q2: 19,659 shares; 2025Q3: 19,332 shares; 2025Q4: 18,903 shares; 2026Q1: 19,502 shares; 2026Q2: 19,623 shares 19,623 $3.22M 1.16% +121 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,929 shares; 2024Q4: 56,223 shares; 2025Q1: 60,023 shares; 2025Q2: 72,019 shares; 2025Q3: 76,192 shares; 2025Q4: 77,366 shares; 2026Q1: 81,173 shares; 2026Q2: 80,098 shares 80,098 $3.22M 1.16% -1,075 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: 30,069 shares; 2024Q4: 27,935 shares; 2025Q1: 27,946 shares; 2025Q2: 27,828 shares; 2025Q3: 26,882 shares; 2025Q4: 25,629 shares; 2026Q1: 25,635 shares; 2026Q2: 25,526 shares 25,526 $2.89M 1.04% -109 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,947 shares; 2024Q4: 62,292 shares; 2025Q1: 62,525 shares; 2025Q2: 66,134 shares; 2025Q3: 67,284 shares; 2025Q4: 67,805 shares; 2026Q1: 69,208 shares; 2026Q2: 70,340 shares 70,340 $2.59M 0.93% +1,132 Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 183,620 shares; 2024Q4: 192,016 shares; 2025Q1: 191,305 shares; 2025Q2: 192,438 shares; 2025Q3: 189,834 shares; 2025Q4: 194,283 shares; 2026Q1: 198,163 shares; 2026Q2: 205,578 shares 205,578 $2.53M 0.91% +7,415 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: 4,190 shares; 2024Q4: 4,236 shares; 2025Q1: 5,417 shares; 2025Q2: 6,319 shares; 2025Q3: 6,371 shares; 2025Q4: 6,920 shares; 2026Q1: 7,041 shares; 2026Q2: 7,129 shares 7,129 $2.52M 0.91% +88 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: 7,838 shares; 2024Q4: 6,730 shares; 2025Q1: 6,745 shares; 2025Q2: 7,017 shares; 2025Q3: 6,723 shares; 2025Q4: 6,737 shares; 2026Q1: 6,846 shares; 2026Q2: 6,667 shares 6,667 $2.52M 0.91% -179 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: 4,193 shares; 2024Q4: 4,118 shares; 2025Q1: 4,213 shares; 2025Q2: 4,607 shares; 2025Q3: 4,489 shares; 2025Q4: 4,596 shares; 2026Q1: 4,962 shares; 2026Q2: 5,726 shares 5,726 $2.41M 0.87% +764 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,938 shares; 2024Q4: 16,794 shares; 2025Q1: 18,647 shares; 2025Q2: 20,581 shares; 2025Q3: 22,908 shares; 2025Q4: 24,166 shares; 2026Q1: 27,350 shares; 2026Q2: 28,140 shares 28,140 $2.32M 0.83% +790 Timeline AVMC 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: 4,081 shares; 2025Q2: 10,561 shares; 2025Q3: 13,425 shares; 2025Q4: 18,856 shares; 2026Q1: 24,537 shares; 2026Q2: 28,370 shares 28,370 $2.28M 0.82% +3,833 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,173 shares; 2024Q4: 42,053 shares; 2025Q1: 43,956 shares; 2025Q2: 45,205 shares; 2025Q3: 43,351 shares; 2025Q4: 44,470 shares; 2026Q1: 46,139 shares; 2026Q2: 46,897 shares 46,897 $2.2M 0.79% +758 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,019 shares; 2024Q4: 9,701 shares; 2025Q1: 9,784 shares; 2025Q2: 9,007 shares; 2025Q3: 8,373 shares; 2025Q4: 8,445 shares; 2026Q1: 8,616 shares; 2026Q2: 8,782 shares 8,782 $2.18M 0.78% +166 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,651 shares; 2024Q4: 47,009 shares; 2025Q1: 47,169 shares; 2025Q2: 46,029 shares; 2025Q3: 45,156 shares; 2025Q4: 43,896 shares; 2026Q1: 43,403 shares; 2026Q2: 42,434 shares 42,434 $2.06M 0.74% -969 Timeline FEMS FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,347 shares; 2024Q4: 43,327 shares; 2025Q1: 44,994 shares; 2025Q2: 45,376 shares; 2025Q3: 45,183 shares; 2025Q4: 45,181 shares; 2026Q1: 45,257 shares; 2026Q2: 44,095 shares 44,095 $2.01M 0.72% -1,162 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: 36,580 shares; 2024Q4: 40,618 shares; 2025Q1: 50,895 shares; 2025Q2: 54,793 shares; 2025Q3: 57,373 shares; 2025Q4: 58,870 shares; 2026Q1: 64,270 shares; 2026Q2: 66,688 shares 66,688 $1.96M 0.7% +2,418 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,449 shares; 2024Q4: 23,899 shares; 2025Q1: 23,762 shares; 2025Q2: 23,372 shares; 2025Q3: 22,511 shares; 2025Q4: 21,910 shares; 2026Q1: 21,027 shares; 2026Q2: 19,956 shares 19,956 $1.87M 0.67% -1,071 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,750 shares; 2024Q4: 1,525 shares; 2025Q1: 1,525 shares; 2025Q2: 1,525 shares; 2025Q3: 1,525 shares; 2025Q4: 2,363 shares; 2026Q1: 2,755 shares; 2026Q2: 3,182 shares 3,182 $1.78M 0.64% +427 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: 22,555 shares; 2024Q4: 22,691 shares; 2025Q1: 22,310 shares; 2025Q2: 22,208 shares; 2025Q3: 21,062 shares; 2025Q4: 21,219 shares; 2026Q1: 20,623 shares; 2026Q2: 20,498 shares 20,498 $1.66M 0.6% -125 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: 11,072 shares; 2024Q4: 11,024 shares; 2025Q1: 11,043 shares; 2025Q2: 11,059 shares; 2025Q3: 11,045 shares; 2025Q4: 11,006 shares; 2026Q1: 14,931 shares; 2026Q2: 11,784 shares 11,784 $1.61M 0.58% -3,147 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: 4,174 shares; 2024Q4: 4,331 shares; 2025Q1: 4,640 shares; 2025Q2: 4,921 shares; 2025Q3: 4,789 shares; 2025Q4: 4,790 shares; 2026Q1: 4,615 shares; 2026Q2: 4,476 shares 4,476 $1.6M 0.57% -139 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: 29,426 shares; 2024Q4: 30,418 shares; 2025Q1: 30,353 shares; 2025Q2: 28,630 shares; 2025Q3: 27,818 shares; 2025Q4: 31,375 shares; 2026Q1: 33,480 shares; 2026Q2: 25,883 shares 25,883 $1.55M 0.56% -7,597 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: 2,442 shares; 2025Q3: 2,528 shares; 2025Q4: 3,036 shares; 2026Q1: 3,210 shares; 2026Q2: 3,209 shares 3,209 $1.53M 0.55% -1 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,476 shares; 2024Q4: 33,611 shares; 2025Q1: 33,640 shares; 2025Q2: 32,134 shares; 2025Q3: 33,711 shares; 2025Q4: 35,071 shares; 2026Q1: 38,434 shares; 2026Q2: 40,881 shares 40,881 $1.52M 0.55% +2,447 Timeline COLB COLUMBIA BKG SYS INC More: the full row for COLUMBIA BKG SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,877 shares; 2024Q4: 31,970 shares; 2025Q1: 33,582 shares; 2025Q2: 36,205 shares; 2025Q3: 42,514 shares; 2025Q4: 45,283 shares; 2026Q1: 45,471 shares; 2026Q2: 45,802 shares 45,802 $1.47M 0.53% +331 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,740 shares; 2024Q4: 11,236 shares; 2025Q1: 11,265 shares; 2025Q2: 11,471 shares; 2025Q3: 11,812 shares; 2025Q4: 11,884 shares; 2026Q1: 12,014 shares; 2026Q2: 11,627 shares 11,627 $1.42M 0.51% -387 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,525 shares; 2024Q4: 18,517 shares; 2025Q1: 23,263 shares; 2025Q2: 25,762 shares; 2025Q3: 28,215 shares; 2025Q4: 31,031 shares; 2026Q1: 31,665 shares; 2026Q2: 31,321 shares 31,321 $1.4M 0.5% -344 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,851 shares; 2024Q4: 5,479 shares; 2025Q1: 5,507 shares; 2025Q2: 5,669 shares; 2025Q3: 5,742 shares; 2025Q4: 5,707 shares; 2026Q1: 5,577 shares; 2026Q2: 5,289 shares 5,289 $1.38M 0.5% -288 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: 10,618 shares; 2026Q2: 65,333 shares 65,333 $1.36M 0.49% +54,715 Timeline CPA COPA HOLDINGS SA More: the full row for COPA HOLDINGS SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,248 shares; 2025Q3: 7,568 shares; 2025Q4: 8,018 shares; 2026Q1: 8,350 shares; 2026Q2: 8,502 shares 8,502 $1.32M 0.48% +152 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: 5,022 shares; 2024Q4: 6,254 shares; 2025Q1: 8,639 shares; 2025Q2: 8,746 shares; 2025Q3: 8,914 shares; 2025Q4: 9,356 shares; 2026Q1: 10,062 shares; 2026Q2: 9,912 shares 9,912 $1.32M 0.47% -150 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: 32,243 shares; 2024Q4: 32,466 shares; 2025Q1: 32,681 shares; 2025Q2: 33,909 shares; 2025Q3: 34,780 shares; 2025Q4: 36,030 shares; 2026Q1: 34,766 shares; 2026Q2: 34,980 shares 34,980 $1.29M 0.46% +214 Timeline FTHI 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: 33,265 shares; 2024Q4: 38,706 shares; 2025Q1: 46,881 shares; 2025Q2: 50,685 shares; 2025Q3: 51,106 shares; 2025Q4: 50,122 shares; 2026Q1: 51,714 shares; 2026Q2: 53,434 shares 53,434 $1.27M 0.46% +1,720 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: 15,672 shares; 2024Q4: 14,799 shares; 2025Q1: 13,437 shares; 2025Q2: 13,104 shares; 2025Q3: 12,952 shares; 2025Q4: 13,884 shares; 2026Q1: 13,895 shares; 2026Q2: 13,096 shares 13,096 $1.2M 0.43% -799 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: 32,698 shares; 2024Q4: 33,847 shares; 2025Q1: 33,847 shares; 2025Q2: 33,847 shares; 2025Q3: 32,553 shares; 2025Q4: 32,591 shares; 2026Q1: 32,518 shares; 2026Q2: 32,173 shares 32,173 $1.18M 0.42% -345 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,279 shares; 2024Q4: 19,283 shares; 2025Q1: 20,359 shares; 2025Q2: 20,088 shares; 2025Q3: 20,748 shares; 2025Q4: 22,278 shares; 2026Q1: 23,366 shares; 2026Q2: 24,354 shares 24,354 $1.18M 0.42% +988 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,047 shares; 2024Q4: 33,489 shares; 2025Q1: 34,496 shares; 2025Q2: 34,713 shares; 2025Q3: 34,937 shares; 2025Q4: 35,159 shares; 2026Q1: 35,350 shares; 2026Q2: 35,539 shares 35,539 $1.14M 0.41% +189 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,962 shares; 2024Q4: 11,962 shares; 2025Q1: 11,963 shares; 2025Q2: 11,963 shares; 2025Q3: 11,955 shares; 2025Q4: 11,933 shares; 2026Q1: 12,527 shares; 2026Q2: 12,527 shares 12,527 $1.09M 0.39% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 998 shares; 2025Q4: 1,476 shares; 2026Q1: 2,770 shares; 2026Q2: 3,503 shares 3,503 $1.06M 0.38% +733 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,152 shares; 2024Q4: 2,420 shares; 2025Q1: 2,587 shares; 2025Q2: 3,205 shares; 2025Q3: 3,209 shares; 2025Q4: 3,213 shares; 2026Q1: 3,217 shares; 2026Q2: 3,211 shares 3,211 $1.06M 0.38% -6 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: 12,377 shares; 2024Q4: 12,302 shares; 2025Q1: 12,703 shares; 2025Q2: 13,903 shares; 2025Q3: 14,897 shares; 2025Q4: 14,759 shares; 2026Q1: 14,759 shares; 2026Q2: 14,659 shares 14,659 $1.06M 0.38% -100 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: 684 shares; 2024Q4: 703 shares; 2025Q1: 1,051 shares; 2025Q2: 1,329 shares; 2025Q3: 1,390 shares; 2025Q4: 1,404 shares; 2026Q1: 1,399 shares; 2026Q2: 1,388 shares 1,388 $1.04M 0.37% -11 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: 13,259 shares; 2024Q4: 13,006 shares; 2025Q1: 13,041 shares; 2025Q2: 13,577 shares; 2025Q3: 13,618 shares; 2025Q4: 14,159 shares; 2026Q1: 14,195 shares; 2026Q2: 15,230 shares 15,230 $1.03M 0.37% +1,035 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: 4,057 shares; 2024Q4: 4,059 shares; 2025Q1: 4,060 shares; 2025Q2: 4,133 shares; 2025Q3: 4,169 shares; 2025Q4: 4,123 shares; 2026Q1: 4,075 shares; 2026Q2: 4,077 shares 4,077 $1.03M 0.37% +2 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,888 shares; 2024Q4: 15,281 shares; 2025Q1: 15,821 shares; 2025Q2: 15,634 shares; 2025Q3: 14,524 shares; 2025Q4: 13,969 shares; 2026Q1: 13,896 shares; 2026Q2: 13,364 shares 13,364 $1.01M 0.36% -532 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,618 shares; 2025Q3: 8,303 shares; 2025Q4: 8,107 shares; 2026Q1: 8,964 shares; 2026Q2: 9,807 shares 9,807 $1M 0.36% +843 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 992 shares; 2026Q1: 1,319 shares; 2026Q2: 1,326 shares 1,326 $955K 0.34% +7 Timeline PPT FRANKLIN PREMIER INCOME TR More: the full row for FRANKLIN PREMIER INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 309,082 shares; 2024Q4: 284,691 shares; 2025Q1: 287,920 shares; 2025Q2: 288,628 shares; 2025Q3: 286,067 shares; 2025Q4: 260,059 shares; 2026Q1: 246,965 shares; 2026Q2: 273,312 shares 273,312 $954K 0.34% +26,347 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,702 shares; 2025Q4: 3,871 shares; 2026Q1: 4,496 shares; 2026Q2: 4,682 shares 4,682 $898K 0.32% +186 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: 24,838 shares; 2024Q4: 24,833 shares; 2025Q1: 24,678 shares; 2025Q2: 24,796 shares; 2025Q3: 24,152 shares; 2025Q4: 23,513 shares; 2026Q1: 23,615 shares; 2026Q2: 20,496 shares 20,496 $892K 0.32% -3,119 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,411 shares; 2024Q4: 8,968 shares; 2025Q1: 8,745 shares; 2025Q2: 8,782 shares; 2025Q3: 8,713 shares; 2025Q4: 8,794 shares; 2026Q1: 8,994 shares; 2026Q2: 9,122 shares 9,122 $881K 0.32% +128 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL 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: 20,063 shares; 2026Q1: 25,510 shares; 2026Q2: 23,600 shares 23,600 $880K 0.32% -1,910 Timeline FAB FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,583 shares; 2024Q4: 9,064 shares; 2025Q1: 8,962 shares; 2025Q2: 8,978 shares; 2025Q3: 9,040 shares; 2025Q4: 8,949 shares; 2026Q1: 8,828 shares; 2026Q2: 8,537 shares 8,537 $866K 0.31% -291 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,411 shares; 2024Q4: 72,011 shares; 2025Q1: 79,242 shares; 2025Q2: 81,148 shares; 2025Q3: 79,403 shares; 2025Q4: 82,702 shares; 2026Q1: 72,821 shares; 2026Q2: 15,714 shares 15,714 $795K 0.29% -57,107 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,972 shares; 2024Q4: 8,767 shares; 2025Q1: 8,361 shares; 2025Q2: 9,335 shares; 2025Q3: 9,347 shares; 2025Q4: 12,769 shares; 2026Q1: 12,186 shares; 2026Q2: 12,571 shares 12,571 $791K 0.28% +385 Timeline XAWFX ALLIANCEBERNSTEIN GLOBAL HIG More: the full row for ALLIANCEBERNSTEIN GLOBAL HIG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92,155 shares; 2024Q4: 88,462 shares; 2025Q1: 89,751 shares; 2025Q2: 89,520 shares; 2025Q3: 90,332 shares; 2025Q4: 79,743 shares; 2026Q1: 75,923 shares; 2026Q2: 75,916 shares 75,916 $782K 0.28% -7 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: 2,772 shares; 2024Q4: 2,950 shares; 2025Q1: 3,075 shares; 2025Q2: 3,100 shares; 2025Q3: 3,073 shares; 2025Q4: 3,073 shares; 2026Q1: 3,073 shares; 2026Q2: 3,050 shares 3,050 $775K 0.28% -23 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,959 shares; 2024Q4: 6,019 shares; 2025Q1: 6,023 shares; 2025Q2: 6,075 shares; 2025Q3: 5,927 shares; 2025Q4: 5,874 shares; 2026Q1: 5,812 shares; 2026Q2: 5,714 shares 5,714 $774K 0.28% -98 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: 9,315 shares; 2024Q4: 9,336 shares; 2025Q1: 9,261 shares; 2025Q2: 9,289 shares; 2025Q3: 9,322 shares; 2025Q4: 9,418 shares; 2026Q1: 8,849 shares; 2026Q2: 8,879 shares 8,879 $772K 0.28% +30 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,351 shares; 2024Q4: 5,351 shares; 2025Q1: 5,251 shares; 2025Q2: 5,251 shares; 2025Q3: 5,251 shares; 2025Q4: 5,251 shares; 2026Q1: 6,103 shares; 2026Q2: 6,350 shares 6,350 $747K 0.27% +247 Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,178 shares; 2024Q4: 25,369 shares; 2025Q1: 25,940 shares; 2025Q2: 26,525 shares; 2025Q3: 27,375 shares; 2025Q4: 27,924 shares; 2026Q1: 28,488 shares; 2026Q2: 29,033 shares 29,033 $742K 0.27% +545 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: 525 shares; 2024Q4: 731 shares; 2025Q1: 719 shares; 2025Q2: 389 shares; 2025Q3: 377 shares; 2025Q4: 387 shares; 2026Q1: 376 shares; 2026Q2: 369 shares 369 $735K 0.26% -7 Timeline FXZ 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: 11,541 shares; 2024Q4: 10,163 shares; 2025Q1: 9,622 shares; 2025Q2: 9,627 shares; 2025Q3: 9,623 shares; 2025Q4: 9,603 shares; 2026Q1: 9,501 shares; 2026Q2: 9,203 shares 9,203 $731K 0.26% -298 Timeline BSJS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,161 shares; 2025Q3: 9,161 shares; 2025Q4: 10,887 shares; 2026Q1: 13,971 shares; 2026Q2: 33,321 shares 33,321 $725K 0.26% +19,350 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: 1,214 shares; 2024Q4: 1,215 shares; 2025Q1: 1,196 shares; 2025Q2: 1,185 shares; 2025Q3: 1,170 shares; 2025Q4: 1,167 shares; 2026Q1: 2,211 shares; 2026Q2: 2,196 shares 2,196 $719K 0.26% -15 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,002 shares; 2025Q4: 1,645 shares; 2026Q1: 1,663 shares; 2026Q2: 1,663 shares 1,663 $709K 0.25% 0 Timeline BSJR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,713 shares; 2024Q4: 17,386 shares; 2025Q1: 18,118 shares; 2025Q2: 18,501 shares; 2025Q3: 19,005 shares; 2025Q4: 22,367 shares; 2026Q1: 22,570 shares; 2026Q2: 31,655 shares 31,655 $707K 0.25% +9,085 Timeline VNQ 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: 2,163 shares; 2024Q4: 2,817 shares; 2025Q1: 3,740 shares; 2025Q2: 4,529 shares; 2025Q3: 4,799 shares; 2025Q4: 4,950 shares; 2026Q1: 5,588 shares; 2026Q2: 7,330 shares 7,330 $707K 0.25% +1,742 Timeline CWEN CLEARWAY ENERGY INC More: the full row for CLEARWAY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,716 shares; 2024Q4: 12,602 shares; 2025Q1: 14,556 shares; 2025Q2: 14,772 shares; 2025Q3: 16,356 shares; 2025Q4: 20,299 shares; 2026Q1: 20,438 shares; 2026Q2: 20,497 shares 20,497 $701K 0.25% +59 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,916 shares; 2024Q4: 34,146 shares; 2025Q1: 33,045 shares; 2025Q2: 32,919 shares; 2025Q3: 32,911 shares; 2025Q4: 32,408 shares; 2026Q1: 30,563 shares; 2026Q2: 33,337 shares 33,337 $685K 0.25% +2,774 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,504 shares; 2024Q4: 16,493 shares; 2025Q1: 16,996 shares; 2025Q2: 16,232 shares; 2025Q3: 17,713 shares; 2025Q4: 19,125 shares; 2026Q1: 18,966 shares; 2026Q2: 19,478 shares 19,478 $682K 0.25% +512 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,385 shares; 2026Q2: 6,790 shares 6,790 $681K 0.24% +2,405 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 988 shares; 2024Q4: 989 shares; 2025Q1: 990 shares; 2025Q2: 991 shares; 2025Q3: 993 shares; 2025Q4: 944 shares; 2026Q1: 945 shares; 2026Q2: 945 shares 945 $674K 0.24% 0 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: 2,098 shares; 2024Q4: 2,096 shares; 2025Q1: 2,057 shares; 2025Q2: 2,058 shares; 2025Q3: 2,035 shares; 2025Q4: 2,023 shares; 2026Q1: 1,872 shares; 2026Q2: 1,873 shares 1,873 $643K 0.23% +1 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: 1,035 shares; 2024Q4: 1,064 shares; 2025Q1: 1,065 shares; 2025Q2: 1,065 shares; 2025Q3: 1,067 shares; 2025Q4: 1,067 shares; 2026Q1: 1,068 shares; 2026Q2: 7,391 shares 7,391 $637K 0.23% +6,323 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,184 shares; 2025Q1: 2,186 shares; 2025Q2: 2,189 shares; 2025Q3: 2,191 shares; 2025Q4: 2,194 shares; 2026Q1: 3,515 shares; 2026Q2: 3,340 shares 3,340 $634K 0.23% -175 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 309 shares; 2026Q2: 5,278 shares 5,278 $631K 0.23% +4,969 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,307 shares; 2024Q4: 16,386 shares; 2025Q1: 15,848 shares; 2025Q2: 15,595 shares; 2025Q3: 16,049 shares; 2025Q4: 16,560 shares; 2026Q1: 15,869 shares; 2026Q2: 15,343 shares 15,343 $624K 0.22% -526 Timeline SMAY 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: 21,493 shares 21,493 $610K 0.22% new Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 515 shares; 2026Q1: 515 shares; 2026Q2: 515 shares 515 $606K 0.22% 0 Timeline JHMM 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: 8,271 shares; 2024Q4: 8,225 shares; 2025Q1: 7,548 shares; 2025Q2: 7,519 shares; 2025Q3: 7,501 shares; 2025Q4: 7,720 shares; 2026Q1: 8,059 shares; 2026Q2: 8,006 shares 8,006 $600K 0.22% -53 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,052 shares; 2024Q4: 21,301 shares; 2025Q1: 21,623 shares; 2025Q2: 21,547 shares; 2025Q3: 21,860 shares; 2025Q4: 21,083 shares; 2026Q1: 20,230 shares; 2026Q2: 21,344 shares 21,344 $589K 0.21% +1,114 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,673 shares; 2024Q4: 29,067 shares; 2025Q1: 28,876 shares; 2025Q2: 29,731 shares; 2025Q3: 29,866 shares; 2025Q4: 29,931 shares; 2026Q1: 30,097 shares; 2026Q2: 31,558 shares 31,558 $585K 0.21% +1,461 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,821 shares; 2024Q4: 2,461 shares; 2025Q1: 2,425 shares; 2025Q2: 2,402 shares; 2025Q3: 2,402 shares; 2025Q4: 2,384 shares; 2026Q1: 2,215 shares; 2026Q2: 2,181 shares 2,181 $577K 0.21% -34 Timeline GSEW 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: 4,008 shares; 2025Q2: 4,240 shares; 2025Q3: 4,294 shares; 2025Q4: 5,762 shares; 2026Q1: 6,133 shares; 2026Q2: 6,092 shares 6,092 $575K 0.21% -41 Timeline HYGV FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,008 shares; 2024Q4: 18,644 shares; 2025Q1: 19,260 shares; 2025Q2: 15,278 shares; 2025Q3: 14,527 shares; 2025Q4: 13,431 shares; 2026Q1: 14,190 shares; 2026Q2: 13,949 shares 13,949 $562K 0.2% -241 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: 1,876 shares; 2024Q4: 1,840 shares; 2025Q1: 1,640 shares; 2025Q2: 1,640 shares; 2025Q3: 1,640 shares; 2025Q4: 1,690 shares; 2026Q1: 2,590 shares; 2026Q2: 2,590 shares 2,590 $561K 0.2% 0 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: 1,814 shares; 2024Q4: 1,763 shares; 2025Q1: 1,751 shares; 2025Q2: 1,751 shares; 2025Q3: 1,752 shares; 2025Q4: 1,702 shares; 2026Q1: 1,610 shares; 2026Q2: 1,580 shares 1,580 $557K 0.2% -30 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: 1,572 shares; 2024Q4: 1,577 shares; 2025Q1: 1,606 shares; 2025Q2: 1,754 shares; 2025Q3: 1,653 shares; 2025Q4: 1,073 shares; 2026Q1: 1,107 shares; 2026Q2: 1,094 shares 1,094 $557K 0.2% -13 Timeline IBHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,513 shares; 2024Q4: 16,459 shares; 2025Q1: 24,128 shares; 2025Q2: 37,902 shares; 2025Q3: 42,279 shares; 2025Q4: 47,222 shares; 2026Q1: 39,084 shares; 2026Q2: 24,500 shares 24,500 $555K 0.2% -14,584 Timeline BUFD 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: 11,542 shares; 2024Q4: 14,538 shares; 2025Q1: 14,538 shares; 2025Q2: 14,538 shares; 2025Q3: 14,538 shares; 2025Q4: 14,538 shares; 2026Q1: 14,538 shares; 2026Q2: 18,616 shares 18,616 $553K 0.2% +4,078 Timeline IBHI 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: 23,065 shares 23,065 $539K 0.19% new Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,624 shares; 2024Q4: 1,599 shares; 2025Q1: 1,572 shares; 2025Q2: 1,768 shares; 2025Q3: 1,919 shares; 2025Q4: 2,034 shares; 2026Q1: 2,166 shares; 2026Q2: 2,181 shares 2,181 $537K 0.19% +15 Timeline GAPR 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: 12,846 shares 12,846 $535K 0.19% new Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,385 shares; 2024Q4: 10,569 shares; 2025Q1: 11,369 shares; 2025Q2: 11,401 shares; 2025Q3: 11,206 shares; 2025Q4: 10,721 shares; 2026Q1: 12,008 shares; 2026Q2: 12,772 shares 12,772 $533K 0.19% +764 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: 12,488 shares; 2024Q4: 14,776 shares; 2025Q1: 12,883 shares; 2025Q2: 13,600 shares; 2025Q3: 13,675 shares; 2025Q4: 13,639 shares; 2026Q1: 13,495 shares; 2026Q2: 12,587 shares 12,587 $533K 0.19% -908 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,376 shares; 2024Q4: 11,424 shares; 2025Q1: 10,983 shares; 2025Q2: 11,017 shares; 2025Q3: 10,298 shares; 2025Q4: 10,298 shares; 2026Q1: 10,273 shares; 2026Q2: 9,657 shares 9,657 $531K 0.19% -616 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,700 shares; 2024Q4: 2,700 shares; 2025Q1: 2,800 shares; 2025Q2: 2,800 shares; 2025Q3: 2,900 shares; 2025Q4: 2,900 shares; 2026Q1: 2,900 shares; 2026Q2: 3,000 shares 3,000 $527K 0.19% +100 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,557 shares; 2024Q4: 2,555 shares; 2025Q1: 2,601 shares; 2025Q2: 2,750 shares; 2025Q3: 2,753 shares; 2025Q4: 2,701 shares; 2026Q1: 2,641 shares; 2026Q2: 2,633 shares 2,633 $520K 0.19% -8 Timeline JHPI 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: 18,784 shares; 2024Q4: 20,063 shares; 2025Q1: 20,240 shares; 2025Q2: 21,535 shares; 2025Q3: 21,474 shares; 2025Q4: 21,661 shares; 2026Q1: 22,065 shares; 2026Q2: 22,538 shares 22,538 $512K 0.18% +473 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: 6,551 shares; 2024Q4: 7,401 shares; 2025Q1: 7,495 shares; 2025Q2: 7,899 shares; 2025Q3: 7,481 shares; 2025Q4: 7,636 shares; 2026Q1: 7,598 shares; 2026Q2: 7,480 shares 7,480 $497K 0.18% -118 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,170 shares; 2024Q4: 9,041 shares; 2025Q1: 9,049 shares; 2025Q2: 9,112 shares; 2025Q3: 9,120 shares; 2025Q4: 7,684 shares; 2026Q1: 7,742 shares; 2026Q2: 7,997 shares 7,997 $496K 0.18% +255 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: 378 shares; 2024Q4: 399 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 401 shares; 2025Q4: 402 shares; 2026Q1: 402 shares; 2026Q2: 413 shares 413 $495K 0.18% +11 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: 472 shares; 2024Q4: 352 shares; 2025Q1: 356 shares; 2025Q2: 362 shares; 2025Q3: 458 shares; 2025Q4: 6,213 shares; 2026Q1: 6,910 shares; 2026Q2: 6,892 shares 6,892 $492K 0.18% -18 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,010 shares; 2026Q1: 8,306 shares; 2026Q2: 8,718 shares 8,718 $484K 0.17% +412 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: 3,556 shares; 2024Q4: 3,481 shares; 2025Q1: 3,483 shares; 2025Q2: 3,487 shares; 2025Q3: 3,490 shares; 2025Q4: 3,294 shares; 2026Q1: 3,297 shares; 2026Q2: 3,301 shares 3,301 $484K 0.17% +4 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,500 shares; 2025Q3: 1,200 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 500 shares 500 $482K 0.17% -500 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: 476 shares; 2024Q4: 476 shares; 2025Q1: 476 shares; 2025Q2: 476 shares; 2025Q3: 476 shares; 2025Q4: 476 shares; 2026Q1: 476 shares; 2026Q2: 476 shares 476 $481K 0.17% 0 Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,110 shares; 2024Q4: 17,340 shares; 2025Q1: 17,568 shares; 2025Q2: 17,839 shares; 2025Q3: 15,318 shares; 2025Q4: 20,172 shares; 2026Q1: 20,328 shares; 2026Q2: 20,428 shares 20,428 $469K 0.17% +100 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: not reported; 2024Q4: not reported; 2025Q1: 2,346 shares; 2025Q2: 5,542 shares; 2025Q3: 6,165 shares; 2025Q4: 6,094 shares; 2026Q1: 5,427 shares; 2026Q2: 4,507 shares 4,507 $469K 0.17% -920 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,018 shares; 2024Q4: 3,027 shares; 2025Q1: 3,035 shares; 2025Q2: 3,045 shares; 2025Q3: 3,054 shares; 2025Q4: 3,062 shares; 2026Q1: 3,071 shares; 2026Q2: 3,080 shares 3,080 $468K 0.17% +9 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,572 shares 1,572 $468K 0.17% 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: 25,161 shares; 2026Q1: 24,023 shares; 2026Q2: 24,023 shares 24,023 $464K 0.17% 0 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: 10,754 shares; 2024Q4: 10,680 shares; 2025Q1: 11,624 shares; 2025Q2: 11,465 shares; 2025Q3: 10,786 shares; 2025Q4: 10,784 shares; 2026Q1: 11,069 shares; 2026Q2: 10,742 shares 10,742 $463K 0.17% -327 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,803 shares; 2024Q4: 2,703 shares; 2025Q1: 2,703 shares; 2025Q2: 2,703 shares; 2025Q3: 2,703 shares; 2025Q4: 2,703 shares; 2026Q1: 2,703 shares; 2026Q2: 2,703 shares 2,703 $460K 0.17% 0 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: 3,596 shares; 2024Q4: 3,588 shares; 2025Q1: 3,595 shares; 2025Q2: 3,602 shares; 2025Q3: 3,609 shares; 2025Q4: 3,602 shares; 2026Q1: 3,740 shares; 2026Q2: 3,616 shares 3,616 $458K 0.16% -124 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO 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: 6,080 shares; 2026Q1: 7,715 shares; 2026Q2: 9,134 shares 9,134 $455K 0.16% +1,419 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,050 shares; 2026Q1: 7,687 shares; 2026Q2: 7,450 shares 7,450 $442K 0.16% -237 Timeline GJAN 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: 6,497 shares; 2024Q4: 6,217 shares; 2025Q1: 6,166 shares; 2025Q2: 5,759 shares; 2025Q3: 5,717 shares; 2025Q4: 5,717 shares; 2026Q1: 12,588 shares; 2026Q2: 9,807 shares 9,807 $442K 0.16% -2,781 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,494 shares; 2024Q4: 12,966 shares; 2025Q1: 10,909 shares; 2025Q2: 7,906 shares; 2025Q3: 7,766 shares; 2025Q4: 8,487 shares; 2026Q1: 8,739 shares; 2026Q2: 8,953 shares 8,953 $441K 0.16% +214 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,950 shares; 2024Q4: 13,344 shares; 2025Q1: 13,353 shares; 2025Q2: 7,944 shares; 2025Q3: 7,952 shares; 2025Q4: 7,962 shares; 2026Q1: 7,299 shares; 2026Q2: 7,302 shares 7,302 $441K 0.16% +3 Timeline CCD CALAMOS DYNAMIC CONV & INCOM More: the full row for CALAMOS DYNAMIC CONV & INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,718 shares; 2024Q4: 17,129 shares; 2025Q1: 17,525 shares; 2025Q2: 17,984 shares; 2025Q3: 15,995 shares; 2025Q4: 16,254 shares; 2026Q1: 16,567 shares; 2026Q2: 17,038 shares 17,038 $439K 0.16% +471 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 573 shares 573 $437K 0.16% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,229 shares; 2025Q4: 1,236 shares; 2026Q1: 1,044 shares; 2026Q2: 1,050 shares 1,050 $436K 0.16% +6 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,626 shares; 2024Q4: 5,648 shares; 2025Q1: 5,672 shares; 2025Q2: 5,642 shares; 2025Q3: 5,665 shares; 2025Q4: 5,687 shares; 2026Q1: 5,687 shares; 2026Q2: 5,687 shares 5,687 $434K 0.16% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,705 shares; 2024Q4: 2,705 shares; 2025Q1: 2,970 shares; 2025Q2: 2,809 shares; 2025Q3: 2,809 shares; 2025Q4: 2,773 shares; 2026Q1: 2,675 shares; 2026Q2: 2,643 shares 2,643 $414K 0.15% -32 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,684 shares; 2024Q4: 2,500 shares; 2025Q1: 2,643 shares; 2025Q2: 3,101 shares; 2025Q3: 3,192 shares; 2025Q4: 3,178 shares; 2026Q1: 3,341 shares; 2026Q2: 4,186 shares 4,186 $404K 0.15% +845 Timeline BUFT 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: 15,391 shares; 2024Q4: 15,391 shares; 2025Q1: 15,391 shares; 2025Q2: 15,391 shares; 2025Q3: 15,391 shares; 2025Q4: 15,391 shares; 2026Q1: 15,391 shares; 2026Q2: 15,391 shares 15,391 $398K 0.14% 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: 1,066 shares; 2024Q4: not reported; 2025Q1: 1,066 shares; 2025Q2: 1,071 shares; 2025Q3: 1,054 shares; 2025Q4: 1,054 shares; 2026Q1: 1,054 shares; 2026Q2: 1,054 shares 1,054 $394K 0.14% 0 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: 1,030 shares; 2024Q4: 1,030 shares; 2025Q1: 1,030 shares; 2025Q2: 1,035 shares; 2025Q3: 1,035 shares; 2025Q4: 1,035 shares; 2026Q1: 1,035 shares; 2026Q2: 1,035 shares 1,035 $385K 0.14% 0 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: 1,315 shares; 2024Q4: 1,301 shares; 2025Q1: 1,351 shares; 2025Q2: 1,415 shares; 2025Q3: 1,427 shares; 2025Q4: 1,329 shares; 2026Q1: 646 shares; 2026Q2: 660 shares 660 $372K 0.13% +14 Timeline SM SM ENERGY COMPANY More: the full row for SM ENERGY COMPANY 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: 13,402 shares; 2026Q2: 13,777 shares 13,777 $360K 0.13% +375 Timeline FXR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,173 shares; 2024Q4: 5,056 shares; 2025Q1: 4,551 shares; 2025Q2: 4,553 shares; 2025Q3: 3,994 shares; 2025Q4: 3,951 shares; 2026Q1: 3,930 shares; 2026Q2: 3,799 shares 3,799 $346K 0.12% -131 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,560 shares; 2024Q4: 2,560 shares; 2025Q1: 2,560 shares; 2025Q2: 2,560 shares; 2025Q3: 2,560 shares; 2025Q4: 2,560 shares; 2026Q1: 2,560 shares; 2026Q2: 2,560 shares 2,560 $345K 0.12% 0 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: 8,696 shares; 2024Q4: 8,696 shares; 2025Q1: 8,696 shares; 2025Q2: 8,696 shares; 2025Q3: 9,505 shares; 2025Q4: 8,361 shares; 2026Q1: 7,825 shares; 2026Q2: 7,825 shares 7,825 $322K 0.12% 0 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: 2,700 shares; 2024Q4: 2,542 shares; 2025Q1: 2,500 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,382 shares; 2026Q1: 2,492 shares; 2026Q2: 2,495 shares 2,495 $321K 0.12% +3 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $315K 0.11% 0 Timeline MHF WESTERN ASSET MUN HIGH INCOM More: the full row for WESTERN ASSET MUN HIGH INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,163 shares; 2024Q4: 44,799 shares; 2025Q1: 45,109 shares; 2025Q2: 44,716 shares; 2025Q3: 45,215 shares; 2025Q4: 45,189 shares; 2026Q1: 45,697 shares; 2026Q2: 44,924 shares 44,924 $314K 0.11% -773 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 526 shares; 2024Q4: 412 shares; 2025Q1: 412 shares; 2025Q2: 412 shares; 2025Q3: 412 shares; 2025Q4: 412 shares; 2026Q1: 412 shares; 2026Q2: 412 shares 412 $311K 0.11% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,373 shares; 2024Q4: 5,379 shares; 2025Q1: 5,386 shares; 2025Q2: 5,212 shares; 2025Q3: 5,398 shares; 2025Q4: 5,403 shares; 2026Q1: 5,410 shares; 2026Q2: 5,415 shares 5,415 $309K 0.11% +5 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,439 shares; 2026Q2: 2,658 shares 2,658 $308K 0.11% +219 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,422 shares; 2024Q4: 4,607 shares; 2025Q1: 4,205 shares; 2025Q2: 4,257 shares; 2025Q3: 4,119 shares; 2025Q4: 4,261 shares; 2026Q1: 3,976 shares; 2026Q2: 3,704 shares 3,704 $307K 0.11% -272 Timeline FTRI 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: 51,790 shares; 2024Q4: 36,204 shares; 2025Q1: 27,419 shares; 2025Q2: 18,365 shares; 2025Q3: 18,417 shares; 2025Q4: 18,490 shares; 2026Q1: 19,089 shares; 2026Q2: 18,556 shares 18,556 $294K 0.11% -533 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL 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: 7,218 shares; 2025Q3: 7,242 shares; 2025Q4: 7,251 shares; 2026Q1: 7,744 shares; 2026Q2: 8,323 shares 8,323 $284K 0.1% +579 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,109 shares; 2024Q4: 3,098 shares; 2025Q1: 3,103 shares; 2025Q2: 3,112 shares; 2025Q3: 2,656 shares; 2025Q4: 2,594 shares; 2026Q1: 2,582 shares; 2026Q2: 2,589 shares 2,589 $279K 0.1% +7 Timeline CRON CRONOS GROUP INC More: the full row for CRONOS 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 396,389 shares; 2026Q2: 100,000 shares 100,000 $278K 0.1% -296,389 Timeline XGDVX GABELLI DIVID & INCOME TR More: the full row for GABELLI DIVID & INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,597 shares; 2024Q4: 9,161 shares; 2025Q1: 9,258 shares; 2025Q2: 9,395 shares; 2025Q3: 9,521 shares; 2025Q4: 9,648 shares; 2026Q1: 9,566 shares; 2026Q2: 9,366 shares 9,366 $275K 0.1% -200 Timeline VNLA 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: 9,690 shares; 2024Q4: 8,926 shares; 2025Q1: 7,597 shares; 2025Q2: 5,997 shares; 2025Q3: 5,754 shares; 2025Q4: 5,847 shares; 2026Q1: 5,527 shares; 2026Q2: 5,591 shares 5,591 $273K 0.1% +64 Timeline DLFE 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: 8,495 shares 8,495 $270K 0.1% new Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 339 shares; 2026Q2: 339 shares 339 $269K 0.1% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,814 shares; 2025Q2: 7,859 shares; 2025Q3: 7,844 shares; 2025Q4: not reported; 2026Q1: 8,656 shares; 2026Q2: 12,676 shares 12,676 $262K 0.09% +4,020 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,299 shares; 2024Q4: 4,518 shares; 2025Q1: 4,275 shares; 2025Q2: 4,357 shares; 2025Q3: 4,423 shares; 2025Q4: 4,487 shares; 2026Q1: 4,554 shares; 2026Q2: 4,631 shares 4,631 $262K 0.09% +77 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP 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: 1,204 shares; 2025Q4: 1,144 shares; 2026Q1: 1,158 shares; 2026Q2: 1,169 shares 1,169 $261K 0.09% +11 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,448 shares; 2025Q3: 1,561 shares; 2025Q4: 1,562 shares; 2026Q1: 1,527 shares; 2026Q2: 1,529 shares 1,529 $253K 0.09% +2 Timeline OBE OBSIDIAN ENERGY LTD More: the full row for OBSIDIAN ENERGY 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: not reported; 2026Q1: 30,913 shares; 2026Q2: 30,913 shares 30,913 $251K 0.09% 0 Timeline SFEB 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: 9,488 shares 9,488 $249K 0.09% new Timeline FIXD 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: 8,182 shares; 2024Q4: 7,376 shares; 2025Q1: 6,892 shares; 2025Q2: 6,041 shares; 2025Q3: 6,031 shares; 2025Q4: 6,070 shares; 2026Q1: 6,106 shares; 2026Q2: 5,708 shares 5,708 $249K 0.09% -398 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,505 shares; 2024Q4: 1,594 shares; 2025Q1: 1,598 shares; 2025Q2: 1,602 shares; 2025Q3: 1,607 shares; 2025Q4: 1,505 shares; 2026Q1: 1,509 shares; 2026Q2: 1,513 shares 1,513 $248K 0.09% +4 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: 499 shares; 2024Q4: 519 shares; 2025Q1: 519 shares; 2025Q2: 522 shares; 2025Q3: 517 shares; 2025Q4: 506 shares; 2026Q1: 506 shares; 2026Q2: 486 shares 486 $243K 0.09% -20 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: 5,294 shares; 2024Q4: 5,369 shares; 2025Q1: 5,069 shares; 2025Q2: 4,417 shares; 2025Q3: 4,593 shares; 2025Q4: 4,720 shares; 2026Q1: 4,988 shares; 2026Q2: 5,140 shares 5,140 $237K 0.09% +152 Timeline GMAY 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: 5,455 shares 5,455 $235K 0.08% new Timeline SDVD 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: 9,748 shares; 2026Q2: 10,060 shares 10,060 $232K 0.08% +312 Timeline BIPC BROOKFIELD INFRASTRUCTURE CO More: the full row for BROOKFIELD INFRASTRUCTURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,975 shares; 2025Q1: 6,023 shares; 2025Q2: 6,023 shares; 2025Q3: 6,023 shares; 2025Q4: 6,023 shares; 2026Q1: 6,023 shares; 2026Q2: 6,023 shares 6,023 $232K 0.08% 0 Timeline IBHJ 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: 8,672 shares 8,672 $230K 0.08% new Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS 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: 1,000 shares 1,000 $229K 0.08% new Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,985 shares; 2025Q4: 5,985 shares; 2026Q1: 5,985 shares; 2026Q2: 5,795 shares 5,795 $228K 0.08% -190 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG 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: 4,164 shares 4,164 $227K 0.08% new Timeline PSCE INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,048 shares; 2026Q2: 4,077 shares 4,077 $224K 0.08% +29 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 886 shares 886 $215K 0.08% new Timeline FHDG 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: 5,889 shares 5,889 $213K 0.08% new 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: 1,070 shares; 2024Q4: 1,050 shares; 2025Q1: 1,041 shares; 2025Q2: 1,041 shares; 2025Q3: 1,041 shares; 2025Q4: 1,025 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $213K 0.08% 0 Timeline XEVVX EATON VANCE LIMITED DURATION More: the full row for EATON VANCE LIMITED DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,898 shares; 2024Q4: 27,179 shares; 2025Q1: 32,512 shares; 2025Q2: 32,937 shares; 2025Q3: 30,289 shares; 2025Q4: 29,367 shares; 2026Q1: 29,493 shares; 2026Q2: 22,523 shares 22,523 $211K 0.08% -6,970 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 913 shares 913 $207K 0.07% 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: 179 shares 179 $207K 0.07% new Timeline GAM GENERAL AMERN INVS CO INC More: the full row for GENERAL AMERN INVS CO 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: 3,245 shares 3,245 $207K 0.07% new Timeline DAPR 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: 5,045 shares 5,045 $206K 0.07% new Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,640 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,342 shares; 2025Q3: 1,342 shares; 2025Q4: 1,261 shares; 2026Q1: not reported; 2026Q2: 1,262 shares 1,262 $204K 0.07% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,379 shares 1,379 $202K 0.07% new Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 983 shares; 2025Q1: 985 shares; 2025Q2: 987 shares; 2025Q3: 989 shares; 2025Q4: not reported; 2026Q1: 836 shares; 2026Q2: 838 shares 838 $200K 0.07% +2 Timeline MSD MORGAN STANLEY EMKT DBT FD I More: the full row for MORGAN STANLEY EMKT DBT FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,294 shares; 2024Q4: 30,449 shares; 2025Q1: 31,285 shares; 2025Q2: 32,104 shares; 2025Q3: 25,002 shares; 2025Q4: 23,100 shares; 2026Q1: 23,489 shares; 2026Q2: 24,257 shares 24,257 $177K 0.06% +768 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,312 shares; 2024Q4: 22,481 shares; 2025Q1: 15,655 shares; 2025Q2: 16,982 shares; 2025Q3: 14,859 shares; 2025Q4: 13,145 shares; 2026Q1: 13,622 shares; 2026Q2: 14,153 shares 14,153 $155K 0.06% +531 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,013 shares; 2024Q4: 11,106 shares; 2025Q1: 10,928 shares; 2025Q2: not reported; 2025Q3: 10,051 shares; 2025Q4: 10,097 shares; 2026Q1: 10,141 shares; 2026Q2: 10,177 shares 10,177 $141K 0.05% +36 Timeline GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,202 shares; 2024Q4: 25,309 shares; 2025Q1: 25,033 shares; 2025Q2: 24,942 shares; 2025Q3: 24,702 shares; 2025Q4: 24,942 shares; 2026Q1: 23,928 shares; 2026Q2: 23,646 shares 23,646 $134K 0.05% -282 Timeline XAODX ABRDN TOTAL DYNAMIC DIVIDEND More: the full row for ABRDN TOTAL DYNAMIC DIVIDEND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,371 shares; 2024Q4: 11,501 shares; 2025Q1: 11,385 shares; 2025Q2: 12,151 shares; 2025Q3: 12,345 shares; 2025Q4: 12,474 shares; 2026Q1: 12,738 shares; 2026Q2: 12,936 shares 12,936 $133K 0.05% +198 Timeline USA LIBERTY ALL STAR EQUITY FD More: the full row for LIBERTY ALL STAR EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,291 shares; 2024Q4: 33,291 shares; 2025Q1: 33,464 shares; 2025Q2: 34,209 shares; 2025Q3: 35,140 shares; 2025Q4: 35,140 shares; 2026Q1: 31,062 shares; 2026Q2: 22,767 shares 22,767 $132K 0.05% -8,295 Timeline XJQCX NUVEEN CR STRATEGIES INCOME More: the full row for NUVEEN CR STRATEGIES INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,045 shares; 2024Q4: 33,037 shares; 2025Q1: 33,566 shares; 2025Q2: 23,262 shares; 2025Q3: 23,778 shares; 2025Q4: 24,441 shares; 2026Q1: 24,841 shares; 2026Q2: 20,665 shares 20,665 $100K 0.04% -4,176 Timeline VSEEW VSEE HEALTH INC More: the full row for VSEE HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 121,000 shares; 2024Q4: 121,000 shares; 2025Q1: 121,000 shares; 2025Q2: 121,000 shares; 2025Q3: 121,000 shares; 2025Q4: 121,000 shares; 2026Q1: 121,000 shares; 2026Q2: 121,000 shares 121,000 $3.67K <0.01% 0 Timeline RQIRT COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM 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: 204,180 shares 204,180 $3.04K <0.01% new Timeline