VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13,212 shares; 2025Q1: 12,986 shares; 2025Q2: 12,740 shares; 2025Q3: 12,108 shares; 2025Q4: 11,827 shares; 2026Q1: 11,425 shares; 2026Q2: 11,053 shares 11,053 $7.59M 5.9% -372 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: not loaded; 2024Q4: 7,848 shares; 2025Q1: 7,538 shares; 2025Q2: 7,563 shares; 2025Q3: 7,511 shares; 2025Q4: 7,559 shares; 2026Q1: 7,616 shares; 2026Q2: 7,635 shares 7,635 $5.72M 4.44% +19 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: not loaded; 2024Q4: 11,055 shares; 2025Q1: 10,395 shares; 2025Q2: 10,502 shares; 2025Q3: 10,159 shares; 2025Q4: 9,811 shares; 2026Q1: 9,758 shares; 2026Q2: 58,281 shares 58,281 $5.02M 3.9% +48,523 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 19,021 shares; 2025Q1: 18,508 shares; 2025Q2: 18,537 shares; 2025Q3: 18,020 shares; 2025Q4: 17,853 shares; 2026Q1: 18,107 shares; 2026Q2: 18,329 shares 18,329 $4.62M 3.59% +222 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: not loaded; 2024Q4: 23,904 shares; 2025Q1: 22,246 shares; 2025Q2: 21,865 shares; 2025Q3: 21,295 shares; 2025Q4: 20,443 shares; 2026Q1: 20,370 shares; 2026Q2: 20,259 shares 20,259 $4.42M 3.43% -111 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,633 shares; 2025Q1: 11,302 shares; 2025Q2: 11,551 shares; 2025Q3: 12,161 shares; 2025Q4: 12,683 shares; 2026Q1: 13,485 shares; 2026Q2: 14,731 shares 14,731 $4.28M 3.33% +1,246 Timeline SCEC CAPITOL SER TR More: the full row for CAPITOL SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 94,832 shares; 2025Q3: 106,974 shares; 2025Q4: 121,336 shares; 2026Q1: 117,122 shares; 2026Q2: 150,732 shares 150,732 $3.77M 2.93% +33,610 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: not loaded; 2024Q4: 22,270 shares; 2025Q1: 21,708 shares; 2025Q2: 21,686 shares; 2025Q3: 21,433 shares; 2025Q4: 21,491 shares; 2026Q1: 21,624 shares; 2026Q2: 21,755 shares 21,755 $3.23M 2.51% +131 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,263 shares; 2025Q1: 9,067 shares; 2025Q2: 9,804 shares; 2025Q3: 9,539 shares; 2025Q4: 7,404 shares; 2026Q1: 7,314 shares; 2026Q2: 7,209 shares 7,209 $2.66M 2.06% -105 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: not loaded; 2024Q4: 28,238 shares; 2025Q1: 28,858 shares; 2025Q2: 28,876 shares; 2025Q3: 27,627 shares; 2025Q4: 27,582 shares; 2026Q1: 28,113 shares; 2026Q2: 34,471 shares 34,471 $2.61M 2.03% +6,358 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 19,146 shares; 2025Q1: 18,748 shares; 2025Q2: 18,760 shares; 2025Q3: 20,814 shares; 2025Q4: 21,489 shares; 2026Q1: 22,072 shares; 2026Q2: 24,632 shares 24,632 $2.59M 2.01% +2,560 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: not loaded; 2024Q4: 3,089 shares; 2025Q1: 2,961 shares; 2025Q2: 2,998 shares; 2025Q3: 3,002 shares; 2025Q4: 2,905 shares; 2026Q1: 2,972 shares; 2026Q2: 2,963 shares 2,963 $2.18M 1.69% -9 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 35,129 shares; 2025Q1: 34,353 shares; 2025Q2: 33,546 shares; 2025Q3: 32,536 shares; 2025Q4: 32,135 shares; 2026Q1: 32,207 shares; 2026Q2: 31,694 shares 31,694 $2.12M 1.65% -513 Timeline SCEP STERLING CAP FDS More: the full row for STERLING CAP FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 83,883 shares; 2026Q2: 82,076 shares 82,076 $2.05M 1.59% -1,807 Timeline SIXD AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 36,107 shares; 2025Q1: 37,175 shares; 2025Q2: 40,947 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 58,666 shares 58,666 $1.81M 1.41% new Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 23,322 shares; 2025Q1: 22,681 shares; 2025Q2: 25,678 shares; 2025Q3: 27,117 shares; 2025Q4: 21,133 shares; 2026Q1: 20,528 shares; 2026Q2: 21,405 shares 21,405 $1.77M 1.38% +877 Timeline SCMC STERLING CAP FDS More: the full row for STERLING CAP FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 60,776 shares; 2026Q2: 68,997 shares 68,997 $1.73M 1.35% +8,221 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: not loaded; 2024Q4: 18,121 shares; 2025Q1: 18,209 shares; 2025Q2: 18,137 shares; 2025Q3: 17,559 shares; 2025Q4: 17,307 shares; 2026Q1: 18,235 shares; 2026Q2: 18,794 shares 18,794 $1.65M 1.28% +559 Timeline ONEZ ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 12,638 shares; 2025Q2: 18,992 shares; 2025Q3: 27,767 shares; 2025Q4: 27,730 shares; 2026Q1: 28,743 shares; 2026Q2: 56,277 shares 56,277 $1.55M 1.21% +27,534 Timeline MAYT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 39,673 shares 39,673 $1.55M 1.2% new Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 15,445 shares; 2025Q1: 15,121 shares; 2025Q2: 15,134 shares; 2025Q3: 14,854 shares; 2025Q4: 15,135 shares; 2026Q1: 15,019 shares; 2026Q2: 14,965 shares 14,965 $1.43M 1.11% -54 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,173 shares; 2025Q1: 3,935 shares; 2025Q2: 3,997 shares; 2025Q3: 3,992 shares; 2025Q4: 3,982 shares; 2026Q1: 3,936 shares; 2026Q2: 3,774 shares 3,774 $1.4M 1.08% -162 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: not loaded; 2024Q4: 6,123 shares; 2025Q1: 6,806 shares; 2025Q2: 7,203 shares; 2025Q3: 6,846 shares; 2025Q4: 6,067 shares; 2026Q1: 7,041 shares; 2026Q2: 6,972 shares 6,972 $1.4M 1.08% -69 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,956 shares; 2025Q1: 16,377 shares; 2025Q2: 14,976 shares; 2025Q3: 16,062 shares; 2025Q4: 16,082 shares; 2026Q1: 16,109 shares; 2026Q2: 17,626 shares 17,626 $1.35M 1.05% +1,517 Timeline XLP 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: not loaded; 2024Q4: 16,216 shares; 2025Q1: 15,471 shares; 2025Q2: 15,593 shares; 2025Q3: 15,198 shares; 2025Q4: 15,068 shares; 2026Q1: 15,264 shares; 2026Q2: 15,325 shares 15,325 $1.27M 0.99% +61 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,222 shares; 2025Q1: 5,265 shares; 2025Q2: 6,551 shares; 2025Q3: 7,105 shares; 2025Q4: 7,278 shares; 2026Q1: 7,372 shares; 2026Q2: 7,626 shares 7,626 $1.26M 0.98% +254 Timeline MINT 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 loaded; 2024Q4: 4,716 shares; 2025Q1: 4,866 shares; 2025Q2: 7,215 shares; 2025Q3: 7,629 shares; 2025Q4: 12,032 shares; 2026Q1: 12,096 shares; 2026Q2: 12,024 shares 12,024 $1.21M 0.94% -72 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,452 shares; 2025Q1: 8,540 shares; 2025Q2: 8,612 shares; 2025Q3: 9,065 shares; 2025Q4: 9,204 shares; 2026Q1: 9,263 shares; 2026Q2: 9,716 shares 9,716 $1.21M 0.94% +453 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: not loaded; 2024Q4: 3,134 shares; 2025Q1: 2,687 shares; 2025Q2: 2,785 shares; 2025Q3: 2,656 shares; 2025Q4: 2,495 shares; 2026Q1: 4,040 shares; 2026Q2: 4,159 shares 4,159 $1.2M 0.93% +119 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: not loaded; 2024Q4: 18,555 shares; 2025Q1: 17,877 shares; 2025Q2: 17,569 shares; 2025Q3: 17,308 shares; 2025Q4: 17,176 shares; 2026Q1: 17,492 shares; 2026Q2: 17,714 shares 17,714 $1.18M 0.91% +222 Timeline PMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 30,023 shares; 2025Q1: 29,723 shares; 2025Q2: 30,778 shares; 2025Q3: 27,444 shares; 2025Q4: 27,412 shares; 2026Q1: 27,412 shares; 2026Q2: 28,275 shares 28,275 $1.17M 0.91% +863 Timeline DECT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 24,314 shares; 2025Q1: 25,177 shares; 2025Q2: 27,855 shares; 2025Q3: 28,894 shares; 2025Q4: 28,175 shares; 2026Q1: 28,593 shares; 2026Q2: 29,579 shares 29,579 $1.16M 0.9% +986 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: not loaded; 2024Q4: 3,992 shares; 2025Q1: 4,083 shares; 2025Q2: 4,321 shares; 2025Q3: 4,404 shares; 2025Q4: 3,863 shares; 2026Q1: 4,564 shares; 2026Q2: 4,710 shares 4,710 $1.12M 0.87% +146 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: not loaded; 2024Q4: 11,312 shares; 2025Q1: 11,920 shares; 2025Q2: 11,055 shares; 2025Q3: 10,580 shares; 2025Q4: 11,852 shares; 2026Q1: 10,863 shares; 2026Q2: 10,622 shares 10,622 $1.05M 0.82% -241 Timeline JUNT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 25,779 shares 25,779 $974K 0.76% new Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 22,983 shares; 2025Q1: 22,840 shares; 2025Q2: 22,840 shares; 2025Q3: 22,840 shares; 2025Q4: 22,062 shares; 2026Q1: 21,730 shares; 2026Q2: 21,914 shares 21,914 $925K 0.72% +184 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: not loaded; 2024Q4: 1,287 shares; 2025Q1: 1,383 shares; 2025Q2: 1,450 shares; 2025Q3: 1,440 shares; 2025Q4: 1,387 shares; 2026Q1: 2,356 shares; 2026Q2: 2,381 shares 2,381 $888K 0.69% +25 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: not loaded; 2024Q4: 1,702 shares; 2025Q1: 1,421 shares; 2025Q2: 1,471 shares; 2025Q3: 1,439 shares; 2025Q4: 1,405 shares; 2026Q1: 1,662 shares; 2026Q2: 2,315 shares 2,315 $827K 0.64% +653 Timeline FEBT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19,465 shares 19,465 $801K 0.62% new Timeline PJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 19,090 shares; 2025Q1: 19,090 shares; 2025Q2: 18,015 shares; 2025Q3: 18,351 shares; 2025Q4: 17,989 shares; 2026Q1: 17,989 shares; 2026Q2: 18,077 shares 18,077 $781K 0.61% +88 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: not loaded; 2024Q4: 358 shares; 2025Q1: 1,585 shares; 2025Q2: 6,468 shares; 2025Q3: 6,977 shares; 2025Q4: 8,005 shares; 2026Q1: 11,846 shares; 2026Q2: 15,851 shares 15,851 $775K 0.6% +4,005 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,258 shares; 2025Q1: 3,173 shares; 2025Q2: 3,387 shares; 2025Q3: 5,202 shares; 2025Q4: 5,390 shares; 2026Q1: 5,504 shares; 2026Q2: 5,974 shares 5,974 $725K 0.56% +470 Timeline AGEM ABRDN FDS More: the full row for ABRDN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,944 shares; 2026Q1: 14,480 shares; 2026Q2: 14,238 shares 14,238 $703K 0.55% -242 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 29,343 shares; 2025Q1: 15,729 shares; 2025Q2: 15,729 shares; 2025Q3: 15,729 shares; 2025Q4: 15,258 shares; 2026Q1: 15,258 shares; 2026Q2: 15,258 shares 15,258 $703K 0.55% 0 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,263 shares; 2025Q1: 9,264 shares; 2025Q2: 9,083 shares; 2025Q3: 9,031 shares; 2025Q4: 8,731 shares; 2026Q1: 8,359 shares; 2026Q2: 7,781 shares 7,781 $693K 0.54% -578 Timeline BILZ 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 loaded; 2024Q4: 1,403 shares; 2025Q1: 533 shares; 2025Q2: 3,833 shares; 2025Q3: 5,420 shares; 2025Q4: 4,250 shares; 2026Q1: 2,414 shares; 2026Q2: 6,826 shares 6,826 $689K 0.54% +4,412 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 15,635 shares; 2025Q1: 15,577 shares; 2025Q2: 15,577 shares; 2025Q3: 15,577 shares; 2025Q4: 14,988 shares; 2026Q1: 14,988 shares; 2026Q2: 14,972 shares 14,972 $683K 0.53% -16 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,448 shares; 2025Q1: 5,301 shares; 2025Q2: 5,553 shares; 2025Q3: 5,413 shares; 2025Q4: 5,321 shares; 2026Q1: 5,249 shares; 2026Q2: 5,330 shares 5,330 $675K 0.52% +81 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,774 shares; 2025Q1: 2,351 shares; 2025Q2: 2,329 shares; 2025Q3: 2,286 shares; 2025Q4: 2,274 shares; 2026Q1: 2,266 shares; 2026Q2: 2,206 shares 2,206 $669K 0.52% -60 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,895 shares; 2025Q1: 5,482 shares; 2025Q2: 4,527 shares; 2025Q3: 4,321 shares; 2025Q4: 4,313 shares; 2026Q1: 4,313 shares; 2026Q2: 4,231 shares 4,231 $661K 0.51% -82 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 17,067 shares; 2025Q1: 17,030 shares; 2025Q2: 17,030 shares; 2025Q3: 17,030 shares; 2025Q4: 17,030 shares; 2026Q1: 15,174 shares; 2026Q2: 14,174 shares 14,174 $650K 0.51% -1,000 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 79 shares; 2025Q1: 227 shares; 2025Q2: 214 shares; 2025Q3: 295 shares; 2025Q4: 9,232 shares; 2026Q1: 8,100 shares; 2026Q2: 8,174 shares 8,174 $649K 0.5% +74 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,359 shares; 2025Q1: 580 shares; 2025Q2: 1,036 shares; 2025Q3: 711 shares; 2025Q4: 848 shares; 2026Q1: 822 shares; 2026Q2: 822 shares 822 $614K 0.48% 0 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,595 shares; 2025Q1: 14,595 shares; 2025Q2: 14,595 shares; 2025Q3: 14,437 shares; 2025Q4: 13,780 shares; 2026Q1: 13,485 shares; 2026Q2: 12,483 shares 12,483 $609K 0.47% -1,002 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,476 shares; 2025Q1: 12,928 shares; 2025Q2: 14,177 shares; 2025Q3: 14,177 shares; 2025Q4: 13,638 shares; 2026Q1: 13,211 shares; 2026Q2: 12,611 shares 12,611 $602K 0.47% -600 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,292 shares; 2025Q1: 1,312 shares; 2025Q2: 1,250 shares; 2025Q3: 1,268 shares; 2025Q4: 1,172 shares; 2026Q1: 2,265 shares; 2026Q2: 2,299 shares 2,299 $584K 0.45% +34 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13,707 shares; 2025Q1: 11,235 shares; 2025Q2: 11,265 shares; 2025Q3: 10,037 shares; 2025Q4: 10,589 shares; 2026Q1: 10,802 shares; 2026Q2: 11,462 shares 11,462 $578K 0.45% +660 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: not loaded; 2024Q4: 431 shares; 2025Q1: 279 shares; 2025Q2: 445 shares; 2025Q3: 441 shares; 2025Q4: 1,290 shares; 2026Q1: 974 shares; 2026Q2: 935 shares 935 $543K 0.42% -39 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,365 shares; 2025Q1: 6,435 shares; 2025Q2: 5,555 shares; 2025Q3: 6,478 shares; 2025Q4: 4,964 shares; 2026Q1: 4,944 shares; 2026Q2: 4,962 shares 4,962 $543K 0.42% +18 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,191 shares; 2025Q1: 1,091 shares; 2025Q2: 1,127 shares; 2025Q3: 1,111 shares; 2025Q4: 1,054 shares; 2026Q1: 1,086 shares; 2026Q2: 4,166 shares 4,166 $517K 0.4% +3,080 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,257 shares; 2025Q1: 11,495 shares; 2025Q2: 11,495 shares; 2025Q3: 11,495 shares; 2025Q4: 11,495 shares; 2026Q1: 10,851 shares; 2026Q2: 10,851 shares 10,851 $504K 0.39% 0 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,566 shares; 2025Q1: 5,396 shares; 2025Q2: 5,903 shares; 2025Q3: 5,647 shares; 2025Q4: 5,529 shares; 2026Q1: 3,083 shares; 2026Q2: 3,049 shares 3,049 $482K 0.37% -34 Timeline SEPZ ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,034 shares; 2025Q4: 11,950 shares; 2026Q1: 12,178 shares; 2026Q2: 10,489 shares 10,489 $477K 0.37% -1,689 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,941 shares; 2025Q1: 8,355 shares; 2025Q2: 260 shares; 2025Q3: 260 shares; 2025Q4: 260 shares; 2026Q1: 7,773 shares; 2026Q2: 7,634 shares 7,634 $450K 0.35% -139 Timeline SCHD 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,222 shares; 2026Q2: 14,098 shares 14,098 $447K 0.35% +12,876 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 15,575 shares; 2025Q1: 12,348 shares; 2025Q2: 12,348 shares; 2025Q3: 12,348 shares; 2025Q4: 12,348 shares; 2026Q1: 10,268 shares; 2026Q2: 9,870 shares 9,870 $438K 0.34% -398 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,645 shares; 2025Q1: 3,301 shares; 2025Q2: 2,982 shares; 2025Q3: 1,767 shares; 2025Q4: 1,877 shares; 2026Q1: 2,459 shares; 2026Q2: 2,864 shares 2,864 $419K 0.33% +405 Timeline MAYW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,654 shares 11,654 $405K 0.31% new Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,084 shares; 2025Q1: 3,653 shares; 2025Q2: 3,683 shares; 2025Q3: 3,660 shares; 2025Q4: 3,926 shares; 2026Q1: 3,912 shares; 2026Q2: 3,914 shares 3,914 $405K 0.31% +2 Timeline WDIV SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,586 shares; 2025Q1: 8,639 shares; 2025Q2: 7,826 shares; 2025Q3: 7,108 shares; 2025Q4: 6,835 shares; 2026Q1: 5,155 shares; 2026Q2: 5,067 shares 5,067 $405K 0.31% -88 Timeline FGD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 22,969 shares; 2025Q1: 23,293 shares; 2025Q2: 20,829 shares; 2025Q3: 18,061 shares; 2025Q4: 17,071 shares; 2026Q1: 12,782 shares; 2026Q2: 12,526 shares 12,526 $401K 0.31% -256 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 834 shares; 2025Q1: 889 shares; 2025Q2: 978 shares; 2025Q3: 847 shares; 2025Q4: 820 shares; 2026Q1: 1,044 shares; 2026Q2: 1,051 shares 1,051 $397K 0.31% +7 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 loaded; 2024Q4: not reported; 2025Q1: 53 shares; 2025Q2: 52 shares; 2025Q3: 51 shares; 2025Q4: 51 shares; 2026Q1: 269 shares; 2026Q2: 304 shares 304 $351K 0.27% +35 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: not loaded; 2024Q4: 1,255 shares; 2025Q1: 1,209 shares; 2025Q2: 1,395 shares; 2025Q3: 1,308 shares; 2025Q4: 1,286 shares; 2026Q1: 1,353 shares; 2026Q2: 1,355 shares 1,355 $341K 0.26% +2 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,901 shares; 2025Q1: 11,328 shares; 2025Q2: 11,454 shares; 2025Q3: 11,561 shares; 2025Q4: 11,521 shares; 2026Q1: 13,086 shares; 2026Q2: 12,928 shares 12,928 $330K 0.26% -158 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: not loaded; 2024Q4: 9,913 shares; 2025Q1: 6,190 shares; 2025Q2: 6,066 shares; 2025Q3: 5,665 shares; 2025Q4: 5,819 shares; 2026Q1: 5,804 shares; 2026Q2: 5,649 shares 5,649 $326K 0.25% -155 Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,292 shares; 2025Q1: 1,292 shares; 2025Q2: 1,292 shares; 2025Q3: 1,292 shares; 2025Q4: 1,292 shares; 2026Q1: 1,292 shares; 2026Q2: 1,292 shares 1,292 $317K 0.25% 0 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 650 shares; 2025Q1: 596 shares; 2025Q2: 596 shares; 2025Q3: 596 shares; 2025Q4: 595 shares; 2026Q1: 593 shares; 2026Q2: 592 shares 592 $309K 0.24% -1 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,766 shares; 2025Q1: 14,766 shares; 2025Q2: 14,766 shares; 2025Q3: 14,766 shares; 2025Q4: 14,766 shares; 2026Q1: 14,766 shares; 2026Q2: 15,871 shares 15,871 $303K 0.24% +1,105 Timeline QBER ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,082 shares; 2025Q1: 13,461 shares; 2025Q2: 23,484 shares; 2025Q3: 34,725 shares; 2025Q4: 30,389 shares; 2026Q1: 11,505 shares; 2026Q2: 12,652 shares 12,652 $301K 0.23% +1,147 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,680 shares; 2025Q1: 4,383 shares; 2025Q2: 4,382 shares; 2025Q3: 4,258 shares; 2025Q4: 4,257 shares; 2026Q1: 4,257 shares; 2026Q2: 4,183 shares 4,183 $298K 0.23% -74 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,206 shares; 2025Q1: 784 shares; 2025Q2: 914 shares; 2025Q3: 865 shares; 2025Q4: 794 shares; 2026Q1: 894 shares; 2026Q2: 897 shares 897 $294K 0.23% +3 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 loaded; 2024Q4: 1,868 shares; 2025Q1: 1,584 shares; 2025Q2: 1,477 shares; 2025Q3: 1,437 shares; 2025Q4: 1,705 shares; 2026Q1: 1,831 shares; 2026Q2: 1,770 shares 1,770 $293K 0.23% -61 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 25,791 shares; 2025Q1: 22,922 shares; 2025Q2: 20,058 shares; 2025Q3: 18,753 shares; 2025Q4: 18,901 shares; 2026Q1: 5,076 shares; 2026Q2: 5,040 shares 5,040 $293K 0.23% -36 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 loaded; 2024Q4: 318 shares; 2025Q1: 314 shares; 2025Q2: 314 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 2,400 shares 2,400 $287K 0.22% +2,100 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,848 shares; 2025Q1: 2,024 shares; 2025Q2: 2,022 shares; 2025Q3: 2,020 shares; 2025Q4: 2,019 shares; 2026Q1: 2,019 shares; 2026Q2: 2,007 shares 2,007 $280K 0.22% -12 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,970 shares; 2025Q1: 4,035 shares; 2025Q2: 3,819 shares; 2025Q3: 3,778 shares; 2025Q4: 3,560 shares; 2026Q1: 3,460 shares; 2026Q2: 3,473 shares 3,473 $278K 0.22% +13 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: not loaded; 2024Q4: 1,980 shares; 2025Q1: 2,105 shares; 2025Q2: 2,068 shares; 2025Q3: 2,118 shares; 2025Q4: 2,236 shares; 2026Q1: 2,082 shares; 2026Q2: 2,005 shares 2,005 $276K 0.21% -77 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 560 shares; 2025Q1: 558 shares; 2025Q2: 606 shares; 2025Q3: 626 shares; 2025Q4: 567 shares; 2026Q1: 628 shares; 2026Q2: 626 shares 626 $271K 0.21% -2 Timeline JUNW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,468 shares 7,468 $257K 0.2% new Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,825 shares; 2025Q1: 1,719 shares; 2025Q2: 1,883 shares; 2025Q3: 1,882 shares; 2025Q4: 2,298 shares; 2026Q1: 2,276 shares; 2026Q2: 2,946 shares 2,946 $255K 0.2% +670 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,787 shares; 2025Q1: 5,238 shares; 2025Q2: 4,489 shares; 2025Q3: 4,443 shares; 2025Q4: 4,097 shares; 2026Q1: 4,097 shares; 2026Q2: 4,569 shares 4,569 $231K 0.18% +472 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: not loaded; 2024Q4: 1,739 shares; 2025Q1: 1,439 shares; 2025Q2: 1,386 shares; 2025Q3: 1,386 shares; 2025Q4: 1,377 shares; 2026Q1: 1,356 shares; 2026Q2: 1,356 shares 1,356 $223K 0.17% 0 Timeline JANW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,404 shares; 2025Q1: 11,730 shares; 2025Q2: 17,410 shares; 2025Q3: 5,208 shares; 2025Q4: 5,618 shares; 2026Q1: 5,467 shares; 2026Q2: 5,422 shares 5,422 $210K 0.16% -45 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,586 shares; 2025Q1: 3,305 shares; 2025Q2: 2,690 shares; 2025Q3: 2,068 shares; 2025Q4: 2,896 shares; 2026Q1: 2,887 shares; 2026Q2: 2,870 shares 2,870 $206K 0.16% -17 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,292 shares; 2025Q1: 8,758 shares; 2025Q2: 5,368 shares; 2025Q3: 5,011 shares; 2025Q4: 3,953 shares; 2026Q1: 3,777 shares; 2026Q2: 3,653 shares 3,653 $202K 0.16% -124 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,667 shares; 2025Q1: 1,418 shares; 2025Q2: 1,794 shares; 2025Q3: 1,612 shares; 2025Q4: 1,566 shares; 2026Q1: 1,766 shares; 2026Q2: 1,767 shares 1,767 $200K 0.16% +1 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,354 shares; 2025Q1: 1,457 shares; 2025Q2: 1,457 shares; 2025Q3: 1,457 shares; 2025Q4: 1,397 shares; 2026Q1: 1,385 shares; 2026Q2: 1,374 shares 1,374 $192K 0.15% -11 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 loaded; 2024Q4: 1,994 shares; 2025Q1: 2,314 shares; 2025Q2: 2,123 shares; 2025Q3: 2,803 shares; 2025Q4: 3,155 shares; 2026Q1: 2,916 shares; 2026Q2: 2,803 shares 2,803 $191K 0.15% -113 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,369 shares 4,369 $188K 0.15% new Timeline SGRT TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 534 shares; 2025Q4: 534 shares; 2026Q1: 534 shares; 2026Q2: 4,997 shares 4,997 $187K 0.15% +4,463 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 278 shares; 2025Q1: 228 shares; 2025Q2: 222 shares; 2025Q3: 198 shares; 2025Q4: 180 shares; 2026Q1: 198 shares; 2026Q2: 198 shares 198 $185K 0.14% 0 Timeline FEBW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,074 shares 5,074 $180K 0.14% new Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,489 shares; 2025Q1: 6,953 shares; 2025Q2: 5,523 shares; 2025Q3: 4,309 shares; 2025Q4: 4,309 shares; 2026Q1: 3,673 shares; 2026Q2: 3,642 shares 3,642 $180K 0.14% -31 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: not loaded; 2024Q4: 285 shares; 2025Q1: 275 shares; 2025Q2: 319 shares; 2025Q3: 784 shares; 2025Q4: 316 shares; 2026Q1: 356 shares; 2026Q2: 417 shares 417 $175K 0.14% +61 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,878 shares; 2025Q1: 5,774 shares; 2025Q2: 4,694 shares; 2025Q3: 4,694 shares; 2025Q4: 4,694 shares; 2026Q1: 4,509 shares; 2026Q2: 4,035 shares 4,035 $174K 0.13% -474 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: not loaded; 2024Q4: 354 shares; 2025Q1: 202 shares; 2025Q2: 218 shares; 2025Q3: 215 shares; 2025Q4: 194 shares; 2026Q1: 307 shares; 2026Q2: 298 shares 298 $168K 0.13% -9 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,216 shares; 2026Q2: 4,569 shares 4,569 $167K 0.13% +353 Timeline EDIV SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,174 shares; 2025Q1: 9,577 shares; 2025Q2: 6,921 shares; 2025Q3: 6,407 shares; 2025Q4: 6,235 shares; 2026Q1: 4,110 shares; 2026Q2: 4,060 shares 4,060 $166K 0.13% -50 Timeline DECW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,617 shares; 2025Q1: 12,103 shares; 2025Q2: 16,857 shares; 2025Q3: 16,905 shares; 2025Q4: 4,813 shares; 2026Q1: 4,675 shares; 2026Q2: 4,623 shares 4,623 $165K 0.13% -52 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,130 shares; 2025Q1: 1,579 shares; 2025Q2: 1,528 shares; 2025Q3: 1,369 shares; 2025Q4: 1,307 shares; 2026Q1: 1,303 shares; 2026Q2: 1,291 shares 1,291 $165K 0.13% -12 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 loaded; 2024Q4: 18 shares; 2025Q1: 18 shares; 2025Q2: 115 shares; 2025Q3: 115 shares; 2025Q4: 196 shares; 2026Q1: 146 shares; 2026Q2: 167 shares 167 $161K 0.13% +21 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,475 shares; 2025Q1: 1,026 shares; 2025Q2: 1,019 shares; 2025Q3: 1,539 shares; 2025Q4: 1,560 shares; 2026Q1: 1,482 shares; 2026Q2: 1,482 shares 1,482 $159K 0.12% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 181 shares; 2025Q1: 149 shares; 2025Q2: 149 shares; 2025Q3: 158 shares; 2025Q4: 149 shares; 2026Q1: 149 shares; 2026Q2: 149 shares 149 $159K 0.12% 0 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: not loaded; 2024Q4: 2,961 shares; 2025Q1: 2,967 shares; 2025Q2: 2,806 shares; 2025Q3: 2,768 shares; 2025Q4: 3,433 shares; 2026Q1: 3,365 shares; 2026Q2: 3,662 shares 3,662 $155K 0.12% +297 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 loaded; 2024Q4: 249 shares; 2025Q1: 188 shares; 2025Q2: 211 shares; 2025Q3: 202 shares; 2025Q4: 198 shares; 2026Q1: 198 shares; 2026Q2: 198 shares 198 $151K 0.12% 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: not loaded; 2024Q4: 333 shares; 2025Q1: 344 shares; 2025Q2: 371 shares; 2025Q3: 336 shares; 2025Q4: 329 shares; 2026Q1: 388 shares; 2026Q2: 431 shares 431 $148K 0.11% +43 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 948 shares; 2025Q1: 135 shares; 2025Q2: 976 shares; 2025Q3: 975 shares; 2025Q4: 121 shares; 2026Q1: 1,566 shares; 2026Q2: 1,305 shares 1,305 $144K 0.11% -261 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,085 shares; 2025Q1: 2,877 shares; 2025Q2: 2,673 shares; 2025Q3: 2,673 shares; 2025Q4: 2,667 shares; 2026Q1: 2,482 shares; 2026Q2: 2,482 shares 2,482 $140K 0.11% 0 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,242 shares; 2025Q1: 1,445 shares; 2025Q2: 1,646 shares; 2025Q3: 1,397 shares; 2025Q4: 2,910 shares; 2026Q1: 2,744 shares; 2026Q2: 2,744 shares 2,744 $140K 0.11% 0 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,816 shares; 2025Q1: 1,818 shares; 2025Q2: 1,818 shares; 2025Q3: 1,818 shares; 2025Q4: 1,904 shares; 2026Q1: 1,823 shares; 2026Q2: 1,923 shares 1,923 $138K 0.11% +100 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 loaded; 2024Q4: 499 shares; 2025Q1: 1,666 shares; 2025Q2: 1,468 shares; 2025Q3: 1,923 shares; 2025Q4: 2,817 shares; 2026Q1: 2,895 shares; 2026Q2: 2,969 shares 2,969 $137K 0.11% +74 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 220 shares; 2025Q1: 387 shares; 2025Q2: 462 shares; 2025Q3: 537 shares; 2025Q4: 802 shares; 2026Q1: 725 shares; 2026Q2: 583 shares 583 $132K 0.1% -142 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: not loaded; 2024Q4: 176 shares; 2025Q1: 93 shares; 2025Q2: 112 shares; 2025Q3: 82 shares; 2025Q4: 82 shares; 2026Q1: 111 shares; 2026Q2: 109 shares 109 $131K 0.1% -2 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: not loaded; 2024Q4: 227 shares; 2025Q1: 278 shares; 2025Q2: 333 shares; 2025Q3: 335 shares; 2025Q4: 373 shares; 2026Q1: 289 shares; 2026Q2: 1,317 shares 1,317 $127K 0.1% +1,028 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 395 shares; 2025Q1: 460 shares; 2025Q2: 393 shares; 2025Q3: 393 shares; 2025Q4: 391 shares; 2026Q1: 387 shares; 2026Q2: 1,542 shares 1,542 $124K 0.1% +1,155 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 482 shares; 2025Q1: 411 shares; 2025Q2: 411 shares; 2025Q3: 411 shares; 2025Q4: 408 shares; 2026Q1: 405 shares; 2026Q2: 403 shares 403 $123K 0.1% -2 Timeline PAYM ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,530 shares; 2026Q2: 4,879 shares 4,879 $123K 0.1% -1,651 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,160 shares; 2026Q2: 2,000 shares 2,000 $121K 0.09% -160 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 738 shares; 2025Q1: 680 shares; 2025Q2: 679 shares; 2025Q3: 738 shares; 2025Q4: 738 shares; 2026Q1: 738 shares; 2026Q2: 738 shares 738 $120K 0.09% 0 Timeline SCNM STERLING CAP FDS More: the full row for STERLING CAP FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,797 shares; 2026Q2: 4,739 shares 4,739 $119K 0.09% +942 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 179 shares; 2025Q1: 398 shares; 2025Q2: 384 shares; 2025Q3: 265 shares; 2025Q4: 349 shares; 2026Q1: 332 shares; 2026Q2: 343 shares 343 $118K 0.09% +11 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 478 shares; 2025Q1: 477 shares; 2025Q2: 479 shares; 2025Q3: 487 shares; 2025Q4: 479 shares; 2026Q1: 478 shares; 2026Q2: 477 shares 477 $117K 0.09% -1 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: not loaded; 2024Q4: 114 shares; 2025Q1: 175 shares; 2025Q2: 175 shares; 2025Q3: 155 shares; 2025Q4: 155 shares; 2026Q1: 211 shares; 2026Q2: 233 shares 233 $117K 0.09% +22 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,510 shares; 2025Q1: 1,510 shares; 2025Q2: 1,510 shares; 2025Q3: 1,569 shares; 2025Q4: 1,569 shares; 2026Q1: 1,540 shares; 2026Q2: 1,540 shares 1,540 $116K 0.09% 0 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,378 shares 1,378 $112K 0.09% new Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,354 shares; 2025Q1: 419 shares; 2025Q2: 510 shares; 2025Q3: 328 shares; 2025Q4: 486 shares; 2026Q1: 614 shares; 2026Q2: 606 shares 606 $110K 0.09% -8 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 367 shares; 2025Q1: 339 shares; 2025Q2: 1,356 shares; 2025Q3: 1,307 shares; 2025Q4: 1,307 shares; 2026Q1: 1,307 shares; 2026Q2: 1,247 shares 1,247 $109K 0.08% -60 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: not loaded; 2024Q4: 601 shares; 2025Q1: 733 shares; 2025Q2: 732 shares; 2025Q3: 645 shares; 2025Q4: 629 shares; 2026Q1: 768 shares; 2026Q2: 772 shares 772 $108K 0.08% +4 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,124 shares; 2025Q1: 1,132 shares; 2025Q2: 1,129 shares; 2025Q3: 1,252 shares; 2025Q4: 1,217 shares; 2026Q1: 1,117 shares; 2026Q2: 1,117 shares 1,117 $107K 0.08% 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: not loaded; 2024Q4: 229 shares; 2025Q1: 231 shares; 2025Q2: 226 shares; 2025Q3: 217 shares; 2025Q4: 208 shares; 2026Q1: 206 shares; 2026Q2: 206 shares 206 $105K 0.08% 0 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 573 shares; 2025Q1: 573 shares; 2025Q2: 573 shares; 2025Q3: 573 shares; 2025Q4: 573 shares; 2026Q1: 573 shares; 2026Q2: 573 shares 573 $104K 0.08% 0 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: not loaded; 2024Q4: 741 shares; 2025Q1: 1,350 shares; 2025Q2: 1,344 shares; 2025Q3: 1,338 shares; 2025Q4: 1,333 shares; 2026Q1: 1,331 shares; 2026Q2: 1,328 shares 1,328 $101K 0.08% -3 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 961 shares; 2025Q1: 734 shares; 2025Q2: 733 shares; 2025Q3: 725 shares; 2025Q4: 724 shares; 2026Q1: 721 shares; 2026Q2: 641 shares 641 $101K 0.08% -80 Timeline ICLO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,906 shares; 2025Q1: 15,449 shares; 2025Q2: 15,521 shares; 2025Q3: 20,271 shares; 2025Q4: 19,811 shares; 2026Q1: 3,891 shares; 2026Q2: 3,891 shares 3,891 $99.5K 0.08% 0 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 88 shares; 2025Q1: 112 shares; 2025Q2: 112 shares; 2025Q3: 112 shares; 2025Q4: 141 shares; 2026Q1: 287 shares; 2026Q2: 271 shares 271 $95.7K 0.07% -16 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: not loaded; 2024Q4: 819 shares; 2025Q1: 484 shares; 2025Q2: 482 shares; 2025Q3: 551 shares; 2025Q4: 482 shares; 2026Q1: 921 shares; 2026Q2: 795 shares 795 $93.4K 0.07% -126 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 284 shares; 2025Q1: 269 shares; 2025Q2: 353 shares; 2025Q3: 269 shares; 2025Q4: 270 shares; 2026Q1: 268 shares; 2026Q2: 262 shares 262 $88.6K 0.07% -6 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 148 shares; 2025Q1: 130 shares; 2025Q2: 130 shares; 2025Q3: 115 shares; 2025Q4: 287 shares; 2026Q1: 337 shares; 2026Q2: 337 shares 337 $87.8K 0.07% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 190 shares; 2025Q1: 196 shares; 2025Q2: 196 shares; 2025Q3: 205 shares; 2025Q4: 196 shares; 2026Q1: 235 shares; 2026Q2: 234 shares 234 $87.4K 0.07% -1 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 loaded; 2024Q4: 674 shares; 2025Q1: 991 shares; 2025Q2: 806 shares; 2025Q3: 777 shares; 2025Q4: 769 shares; 2026Q1: 3,637 shares; 2026Q2: 3,831 shares 3,831 $87.3K 0.07% +194 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 788 shares; 2025Q1: 788 shares; 2025Q2: 788 shares; 2025Q3: 788 shares; 2025Q4: 788 shares; 2026Q1: 788 shares; 2026Q2: 788 shares 788 $87.2K 0.07% 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: not loaded; 2024Q4: 244 shares; 2025Q1: 180 shares; 2025Q2: 180 shares; 2025Q3: 256 shares; 2025Q4: 513 shares; 2026Q1: 451 shares; 2026Q2: 451 shares 451 $85.8K 0.07% 0 Timeline XLSR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 355 shares; 2025Q1: 373 shares; 2025Q2: 373 shares; 2025Q3: 481 shares; 2025Q4: 950 shares; 2026Q1: 953 shares; 2026Q2: 1,313 shares 1,313 $85.2K 0.07% +360 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 loaded; 2024Q4: 557 shares; 2025Q1: 247 shares; 2025Q2: 172 shares; 2025Q3: 215 shares; 2025Q4: 182 shares; 2026Q1: 573 shares; 2026Q2: 577 shares 577 $84.5K 0.07% +4 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 601 shares; 2025Q1: 451 shares; 2025Q2: 452 shares; 2025Q3: 440 shares; 2025Q4: 440 shares; 2026Q1: 440 shares; 2026Q2: 440 shares 440 $82.8K 0.06% 0 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: not loaded; 2024Q4: 1,180 shares; 2025Q1: 1,041 shares; 2025Q2: 877 shares; 2025Q3: 780 shares; 2025Q4: 1,560 shares; 2026Q1: 1,559 shares; 2026Q2: 1,556 shares 1,556 $82.6K 0.06% -3 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,140 shares; 2025Q1: 1,163 shares; 2025Q2: 1,158 shares; 2025Q3: 1,065 shares; 2025Q4: 1,025 shares; 2026Q1: 1,019 shares; 2026Q2: 1,014 shares 1,014 $82.4K 0.06% -5 Timeline DIV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 22,531 shares; 2025Q1: 22,040 shares; 2025Q2: 22,346 shares; 2025Q3: 20,836 shares; 2025Q4: 21,061 shares; 2026Q1: 4,312 shares; 2026Q2: 4,312 shares 4,312 $82.1K 0.06% 0 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 56 shares; 2025Q3: 43 shares; 2025Q4: 33 shares; 2026Q1: 170 shares; 2026Q2: 170 shares 170 $81.2K 0.06% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 733 shares; 2025Q1: 655 shares; 2025Q2: 653 shares; 2025Q3: 654 shares; 2025Q4: 652 shares; 2026Q1: 620 shares; 2026Q2: 738 shares 738 $81K 0.06% +118 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 loaded; 2024Q4: 2,501 shares; 2025Q1: 2,400 shares; 2025Q2: 2,964 shares; 2025Q3: 2,716 shares; 2025Q4: 3,632 shares; 2026Q1: 3,659 shares; 2026Q2: 3,912 shares 3,912 $81K 0.06% +253 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 274 shares; 2025Q1: 257 shares; 2025Q2: 257 shares; 2025Q3: 290 shares; 2025Q4: 284 shares; 2026Q1: 257 shares; 2026Q2: 257 shares 257 $80.8K 0.06% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 591 shares; 2025Q1: 524 shares; 2025Q2: 508 shares; 2025Q3: 533 shares; 2025Q4: 508 shares; 2026Q1: 577 shares; 2026Q2: 557 shares 557 $80.6K 0.06% -20 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: not loaded; 2024Q4: 2,041 shares; 2025Q1: 1,151 shares; 2025Q2: 1,141 shares; 2025Q3: 1,122 shares; 2025Q4: 1,077 shares; 2026Q1: 1,396 shares; 2026Q2: 1,405 shares 1,405 $80.1K 0.06% +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: not loaded; 2024Q4: 629 shares; 2025Q1: 642 shares; 2025Q2: 639 shares; 2025Q3: 712 shares; 2025Q4: 680 shares; 2026Q1: 613 shares; 2026Q2: 623 shares 623 $80K 0.06% +10 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 467 shares 467 $79.8K 0.06% new Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 959 shares; 2025Q1: 959 shares; 2025Q2: 931 shares; 2025Q3: 915 shares; 2025Q4: 903 shares; 2026Q1: 893 shares; 2026Q2: 877 shares 877 $79.6K 0.06% -16 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 523 shares; 2025Q3: 1,443 shares; 2025Q4: 1,767 shares; 2026Q1: 1,786 shares; 2026Q2: 1,463 shares 1,463 $77.1K 0.06% -323 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 641 shares; 2025Q1: 319 shares; 2025Q2: 319 shares; 2025Q3: 319 shares; 2025Q4: 318 shares; 2026Q1: 318 shares; 2026Q2: 316 shares 316 $76.8K 0.06% -2 Timeline FTCB 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 loaded; 2024Q4: 2,123 shares; 2025Q1: 2,605 shares; 2025Q2: 3,313 shares; 2025Q3: 3,380 shares; 2025Q4: 3,740 shares; 2026Q1: 3,497 shares; 2026Q2: 3,570 shares 3,570 $74.5K 0.06% +73 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,858 shares; 2025Q1: 1,023 shares; 2025Q2: 1,023 shares; 2025Q3: 1,023 shares; 2025Q4: 1,023 shares; 2026Q1: 1,023 shares; 2026Q2: 1,023 shares 1,023 $74.3K 0.06% 0 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: not loaded; 2024Q4: 120 shares; 2025Q1: 121 shares; 2025Q2: 116 shares; 2025Q3: 114 shares; 2025Q4: 109 shares; 2026Q1: 112 shares; 2026Q2: 98 shares 98 $74K 0.06% -14 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,147 shares; 2025Q1: 1,387 shares; 2025Q2: 1,419 shares; 2025Q3: 1,398 shares; 2025Q4: 1,357 shares; 2026Q1: 1,600 shares; 2026Q2: 1,567 shares 1,567 $71.7K 0.06% -33 Timeline QTEC 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 loaded; 2024Q4: 201 shares; 2025Q1: 201 shares; 2025Q2: 201 shares; 2025Q3: 201 shares; 2025Q4: 201 shares; 2026Q1: 201 shares; 2026Q2: 207 shares 207 $69.3K 0.05% +6 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 344 shares; 2025Q1: 350 shares; 2025Q2: 337 shares; 2025Q3: 355 shares; 2025Q4: 317 shares; 2026Q1: 272 shares; 2026Q2: 373 shares 373 $68.9K 0.05% +101 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: not loaded; 2024Q4: 797 shares; 2025Q1: 818 shares; 2025Q2: 825 shares; 2025Q3: 814 shares; 2025Q4: 782 shares; 2026Q1: 825 shares; 2026Q2: 832 shares 832 $68.8K 0.05% +7 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: not loaded; 2024Q4: 230 shares; 2025Q1: 158 shares; 2025Q2: 191 shares; 2025Q3: 205 shares; 2025Q4: 286 shares; 2026Q1: 292 shares; 2026Q2: 237 shares 237 $66.5K 0.05% -55 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: not loaded; 2024Q4: 94 shares; 2025Q1: 90 shares; 2025Q2: 133 shares; 2025Q3: 93 shares; 2025Q4: 80 shares; 2026Q1: 126 shares; 2026Q2: 128 shares 128 $65.7K 0.05% +2 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 289 shares; 2025Q1: 304 shares; 2025Q2: 304 shares; 2025Q3: 304 shares; 2025Q4: 908 shares; 2026Q1: 887 shares; 2026Q2: 924 shares 924 $63.1K 0.05% +37 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 846 shares; 2025Q1: 979 shares; 2025Q2: 978 shares; 2025Q3: 977 shares; 2025Q4: 1,706 shares; 2026Q1: 1,699 shares; 2026Q2: 1,712 shares 1,712 $62.2K 0.05% +13 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 309 shares; 2025Q1: 227 shares; 2025Q2: 226 shares; 2025Q3: 247 shares; 2025Q4: 893 shares; 2026Q1: 878 shares; 2026Q2: 860 shares 860 $60.3K 0.05% -18 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,523 shares; 2025Q1: 4,554 shares; 2025Q2: 3,947 shares; 2025Q3: 3,968 shares; 2025Q4: 3,356 shares; 2026Q1: 3,041 shares; 2026Q2: 1,505 shares 1,505 $60.2K 0.05% -1,536 Timeline AVIG 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 loaded; 2024Q4: 669 shares; 2025Q1: 688 shares; 2025Q2: 581 shares; 2025Q3: 581 shares; 2025Q4: 538 shares; 2026Q1: 1,124 shares; 2026Q2: 1,441 shares 1,441 $59.7K 0.05% +317 Timeline LDUR 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 loaded; 2024Q4: not reported; 2025Q1: 229 shares; 2025Q2: 603 shares; 2025Q3: 603 shares; 2025Q4: 593 shares; 2026Q1: 615 shares; 2026Q2: 615 shares 615 $58.8K 0.05% 0 Timeline SCHP 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 loaded; 2024Q4: 1,840 shares; 2025Q1: 18 shares; 2025Q2: 18 shares; 2025Q3: 67 shares; 2025Q4: 64 shares; 2026Q1: 3,730 shares; 2026Q2: 2,217 shares 2,217 $58.8K 0.05% -1,513 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 120 shares; 2025Q1: 102 shares; 2025Q2: 101 shares; 2025Q3: 114 shares; 2025Q4: 369 shares; 2026Q1: 428 shares; 2026Q2: 429 shares 429 $58.7K 0.05% +1 Timeline TMSL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 447 shares; 2025Q1: 447 shares; 2025Q2: 459 shares; 2025Q3: 453 shares; 2025Q4: 440 shares; 2026Q1: 1,380 shares; 2026Q2: 1,338 shares 1,338 $58.7K 0.05% -42 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 109 shares; 2025Q1: 81 shares; 2025Q2: 81 shares; 2025Q3: 81 shares; 2025Q4: 783 shares; 2026Q1: 777 shares; 2026Q2: 783 shares 783 $58.3K 0.05% +6 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 26 shares; 2025Q1: 25 shares; 2025Q2: 22 shares; 2025Q3: 20 shares; 2025Q4: 480 shares; 2026Q1: 579 shares; 2026Q2: 511 shares 511 $58.1K 0.05% -68 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 230 shares; 2025Q1: 125 shares; 2025Q2: 125 shares; 2025Q3: 82 shares; 2025Q4: 82 shares; 2026Q1: 182 shares; 2026Q2: 182 shares 182 $57.7K 0.04% 0 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: not loaded; 2024Q4: 625 shares; 2025Q1: 625 shares; 2025Q2: 625 shares; 2025Q3: 625 shares; 2025Q4: 1,250 shares; 2026Q1: 1,250 shares; 2026Q2: 1,248 shares 1,248 $56.6K 0.04% -2 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: not loaded; 2024Q4: 160 shares; 2025Q1: 64 shares; 2025Q2: 56 shares; 2025Q3: 103 shares; 2025Q4: 876 shares; 2026Q1: 908 shares; 2026Q2: 932 shares 932 $56.3K 0.04% +24 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 loaded; 2024Q4: 305 shares; 2025Q1: 306 shares; 2025Q2: 348 shares; 2025Q3: 139 shares; 2025Q4: 125 shares; 2026Q1: 133 shares; 2026Q2: 135 shares 135 $56K 0.04% +2 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 80 shares; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 66 shares; 2025Q4: 57 shares; 2026Q1: 57 shares; 2026Q2: 57 shares 57 $55.8K 0.04% 0 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,569 shares; 2025Q1: 657 shares; 2025Q2: 657 shares; 2025Q3: 657 shares; 2025Q4: 657 shares; 2026Q1: 657 shares; 2026Q2: 687 shares 687 $55.7K 0.04% +30 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: not loaded; 2024Q4: 262 shares; 2025Q1: 442 shares; 2025Q2: 442 shares; 2025Q3: 443 shares; 2025Q4: 568 shares; 2026Q1: 574 shares; 2026Q2: 586 shares 586 $55.4K 0.04% +12 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 loaded; 2024Q4: 47 shares; 2025Q1: 48 shares; 2025Q2: 48 shares; 2025Q3: 51 shares; 2025Q4: 48 shares; 2026Q1: 47 shares; 2026Q2: 47 shares 47 $55.2K 0.04% 0 Timeline NBOS NEUBERGER BERMAN ETF TRUST More: the full row for NEUBERGER BERMAN ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,870 shares; 2025Q1: 9,652 shares; 2025Q2: 11,035 shares; 2025Q3: 10,222 shares; 2025Q4: 9,903 shares; 2026Q1: 1,959 shares; 2026Q2: 1,959 shares 1,959 $54.9K 0.04% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 277 shares; 2025Q1: 215 shares; 2025Q2: 214 shares; 2025Q3: 213 shares; 2025Q4: 213 shares; 2026Q1: 213 shares; 2026Q2: 208 shares 208 $53.2K 0.04% -5 Timeline BLCR 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 982 shares; 2026Q2: 1,054 shares 1,054 $53.1K 0.04% +72 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: not loaded; 2024Q4: 228 shares; 2025Q1: 172 shares; 2025Q2: 171 shares; 2025Q3: 166 shares; 2025Q4: 166 shares; 2026Q1: 249 shares; 2026Q2: 251 shares 251 $52.6K 0.04% +2 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: not loaded; 2024Q4: 432 shares; 2025Q1: 396 shares; 2025Q2: 395 shares; 2025Q3: 394 shares; 2025Q4: 609 shares; 2026Q1: 599 shares; 2026Q2: 591 shares 591 $51.4K 0.04% -8 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 165 shares; 2025Q1: 167 shares; 2025Q2: 167 shares; 2025Q3: 85 shares; 2025Q4: 657 shares; 2026Q1: 649 shares; 2026Q2: 670 shares 670 $51.2K 0.04% +21 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,145 shares; 2025Q1: 1,145 shares; 2025Q2: 1,470 shares; 2025Q3: 1,433 shares; 2025Q4: 1,580 shares; 2026Q1: 1,667 shares; 2026Q2: 1,056 shares 1,056 $51.1K 0.04% -611 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 174 shares; 2025Q1: 139 shares; 2025Q2: 139 shares; 2025Q3: 139 shares; 2025Q4: 139 shares; 2026Q1: 138 shares; 2026Q2: 138 shares 138 $51.1K 0.04% 0 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 375 shares; 2025Q1: 389 shares; 2025Q2: 389 shares; 2025Q3: 389 shares; 2025Q4: 2,154 shares; 2026Q1: 2,127 shares; 2026Q2: 2,192 shares 2,192 $50.5K 0.04% +65 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 292 shares; 2025Q1: 513 shares; 2025Q2: 510 shares; 2025Q3: 508 shares; 2025Q4: 1,081 shares; 2026Q1: 1,075 shares; 2026Q2: 1,083 shares 1,083 $50.5K 0.04% +8 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: not loaded; 2024Q4: 299 shares; 2025Q1: 261 shares; 2025Q2: 259 shares; 2025Q3: 291 shares; 2025Q4: 1,993 shares; 2026Q1: 1,951 shares; 2026Q2: 2,092 shares 2,092 $50.4K 0.04% +141 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 loaded; 2024Q4: 1,286 shares; 2025Q1: 1,934 shares; 2025Q2: 1,934 shares; 2025Q3: 1,908 shares; 2025Q4: 1,906 shares; 2026Q1: 1,890 shares; 2026Q2: 1,890 shares 1,890 $50.1K 0.04% 0 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 32 shares; 2025Q1: 42 shares; 2025Q2: 42 shares; 2025Q3: 102 shares; 2025Q4: 734 shares; 2026Q1: 864 shares; 2026Q2: 885 shares 885 $49.9K 0.04% +21 Timeline CLOI 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 loaded; 2024Q4: 4,603 shares; 2025Q1: 5,606 shares; 2025Q2: 4,225 shares; 2025Q3: 4,390 shares; 2025Q4: 4,744 shares; 2026Q1: 941 shares; 2026Q2: 941 shares 941 $49.8K 0.04% 0 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: not loaded; 2024Q4: 734 shares; 2025Q1: 734 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,441 shares; 2026Q1: 3,416 shares; 2026Q2: 3,551 shares 3,551 $49.4K 0.04% +135 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 150 shares; 2025Q1: 96 shares; 2025Q2: 92 shares; 2025Q3: 118 shares; 2025Q4: 442 shares; 2026Q1: 460 shares; 2026Q2: 454 shares 454 $49K 0.04% -6 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 346 shares; 2025Q4: 420 shares; 2026Q1: 594 shares; 2026Q2: 816 shares 816 $48.7K 0.04% +222 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 797 shares; 2025Q1: 544 shares; 2025Q2: 521 shares; 2025Q3: 519 shares; 2025Q4: 2,611 shares; 2026Q1: 2,671 shares; 2026Q2: 2,707 shares 2,707 $48K 0.04% +36 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 37 shares; 2025Q1: 70 shares; 2025Q2: 142 shares; 2025Q3: 70 shares; 2025Q4: 168 shares; 2026Q1: 190 shares; 2026Q2: 177 shares 177 $47.9K 0.04% -13 Timeline THRO 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 loaded; 2024Q4: not reported; 2025Q1: 898 shares; 2025Q2: 1,225 shares; 2025Q3: 1,327 shares; 2025Q4: 1,487 shares; 2026Q1: 1,496 shares; 2026Q2: 1,109 shares 1,109 $47.8K 0.04% -387 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: not loaded; 2024Q4: 84 shares; 2025Q1: 114 shares; 2025Q2: 175 shares; 2025Q3: 108 shares; 2025Q4: 98 shares; 2026Q1: 137 shares; 2026Q2: 135 shares 135 $47.7K 0.04% -2 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 28 shares; 2025Q1: 36 shares; 2025Q2: 36 shares; 2025Q3: 28 shares; 2025Q4: 28 shares; 2026Q1: 47 shares; 2026Q2: 47 shares 47 $47.7K 0.04% 0 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: not loaded; 2024Q4: 1,027 shares; 2025Q1: 630 shares; 2025Q2: 630 shares; 2025Q3: 630 shares; 2025Q4: 650 shares; 2026Q1: 608 shares; 2026Q2: 1,080 shares 1,080 $47.1K 0.04% +472 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 861 shares; 2025Q1: 876 shares; 2025Q2: 876 shares; 2025Q3: 876 shares; 2025Q4: 1,486 shares; 2026Q1: 1,459 shares; 2026Q2: 1,554 shares 1,554 $46.9K 0.04% +95 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,270 shares; 2025Q1: 1,630 shares; 2025Q2: 1,623 shares; 2025Q3: 1,494 shares; 2025Q4: 1,657 shares; 2026Q1: 1,063 shares; 2026Q2: 925 shares 925 $46.7K 0.04% -138 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: not loaded; 2024Q4: 163 shares; 2025Q1: 245 shares; 2025Q2: 271 shares; 2025Q3: 296 shares; 2025Q4: 243 shares; 2026Q1: 317 shares; 2026Q2: 316 shares 316 $46.4K 0.04% -1 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: not loaded; 2024Q4: 1,219 shares; 2025Q1: 573 shares; 2025Q2: 399 shares; 2025Q3: 417 shares; 2025Q4: 636 shares; 2026Q1: 533 shares; 2026Q2: 597 shares 597 $46K 0.04% +64 Timeline TFJL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,250 shares; 2025Q1: 2,250 shares; 2025Q2: 2,250 shares; 2025Q3: 2,250 shares; 2025Q4: 2,250 shares; 2026Q1: 2,250 shares; 2026Q2: 2,250 shares 2,250 $44K 0.03% 0 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 129 shares; 2025Q1: 109 shares; 2025Q2: 100 shares; 2025Q3: 64 shares; 2025Q4: 64 shares; 2026Q1: 62 shares; 2026Q2: 62 shares 62 $43.6K 0.03% 0 Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $43.6K 0.03% 0 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 495 shares; 2025Q1: 433 shares; 2025Q2: 413 shares; 2025Q3: 413 shares; 2025Q4: 344 shares; 2026Q1: 344 shares; 2026Q2: 344 shares 344 $43.5K 0.03% 0 Timeline ROE EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 823 shares; 2025Q1: 1,170 shares; 2025Q2: 1,170 shares; 2025Q3: 1,151 shares; 2025Q4: 1,132 shares; 2026Q1: 1,106 shares; 2026Q2: 1,019 shares 1,019 $43.4K 0.03% -87 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 149 shares; 2025Q1: 151 shares; 2025Q2: 143 shares; 2025Q3: 141 shares; 2025Q4: 589 shares; 2026Q1: 603 shares; 2026Q2: 594 shares 594 $43.3K 0.03% -9 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 96 shares; 2025Q1: 57 shares; 2025Q2: 57 shares; 2025Q3: not reported; 2025Q4: 303 shares; 2026Q1: 299 shares; 2026Q2: 404 shares 404 $43.1K 0.03% +105 Timeline TUA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 864 shares; 2025Q1: 7,174 shares; 2025Q2: 7,373 shares; 2025Q3: 7,730 shares; 2025Q4: 7,984 shares; 2026Q1: 7,930 shares; 2026Q2: 2,099 shares 2,099 $42.9K 0.03% -5,831 Timeline ANGL 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 loaded; 2024Q4: 8,190 shares; 2025Q1: 7,902 shares; 2025Q2: 7,967 shares; 2025Q3: 7,410 shares; 2025Q4: 7,210 shares; 2026Q1: 1,468 shares; 2026Q2: 1,465 shares 1,465 $42.8K 0.03% -3 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 106 shares; 2025Q1: 55 shares; 2025Q2: 59 shares; 2025Q3: 55 shares; 2025Q4: 55 shares; 2026Q1: 55 shares; 2026Q2: 484 shares 484 $42.5K 0.03% +429 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 357 shares; 2025Q1: 304 shares; 2025Q2: 303 shares; 2025Q3: 302 shares; 2025Q4: 302 shares; 2026Q1: 302 shares; 2026Q2: 302 shares 302 $42.5K 0.03% 0 Timeline FDMO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 439 shares; 2025Q1: 429 shares; 2025Q2: 429 shares; 2025Q3: 429 shares; 2025Q4: 429 shares; 2026Q1: 429 shares; 2026Q2: 429 shares 429 $42.3K 0.03% 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 loaded; 2024Q4: 490 shares; 2025Q1: not reported; 2025Q2: 104 shares; 2025Q3: 104 shares; 2025Q4: 104 shares; 2026Q1: 139 shares; 2026Q2: 139 shares 139 $42.1K 0.03% 0 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 loaded; 2024Q4: 182 shares; 2025Q1: 186 shares; 2025Q2: 186 shares; 2025Q3: 186 shares; 2025Q4: 184 shares; 2026Q1: 184 shares; 2026Q2: 184 shares 184 $41.8K 0.03% 0 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 5 shares; 2025Q2: 3 shares; 2025Q3: 53 shares; 2025Q4: 61 shares; 2026Q1: 66 shares; 2026Q2: 105 shares 105 $41.8K 0.03% +39 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,443 shares; 2025Q1: 34 shares; 2025Q2: 33 shares; 2025Q3: 37 shares; 2025Q4: 843 shares; 2026Q1: 824 shares; 2026Q2: 834 shares 834 $41.5K 0.03% +10 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 229 shares; 2025Q1: 233 shares; 2025Q2: 234 shares; 2025Q3: 205 shares; 2025Q4: 195 shares; 2026Q1: 195 shares; 2026Q2: 195 shares 195 $41.5K 0.03% 0 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 191 shares; 2025Q1: 186 shares; 2025Q2: 186 shares; 2025Q3: 186 shares; 2025Q4: 186 shares; 2026Q1: 186 shares; 2026Q2: 175 shares 175 $41.4K 0.03% -11 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 714 shares; 2025Q4: 831 shares; 2026Q1: 831 shares; 2026Q2: 631 shares 631 $41.4K 0.03% -200 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 349 shares; 2025Q1: 190 shares; 2025Q2: 190 shares; 2025Q3: 190 shares; 2025Q4: 190 shares; 2026Q1: 190 shares; 2026Q2: 190 shares 190 $41.3K 0.03% 0 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 43 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 445 shares; 2026Q1: 441 shares; 2026Q2: 569 shares 569 $41.1K 0.03% +128 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: not loaded; 2024Q4: 184 shares; 2025Q1: 179 shares; 2025Q2: 179 shares; 2025Q3: 179 shares; 2025Q4: 246 shares; 2026Q1: 249 shares; 2026Q2: 249 shares 249 $40.7K 0.03% 0 Timeline SPMO 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 146 shares; 2026Q1: 321 shares; 2026Q2: 251 shares 251 $40.5K 0.03% -70 Timeline FIIG 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 loaded; 2024Q4: 1,475 shares; 2025Q1: 1,383 shares; 2025Q2: 1,383 shares; 2025Q3: 1,404 shares; 2025Q4: 1,404 shares; 2026Q1: 1,594 shares; 2026Q2: 1,901 shares 1,901 $39.4K 0.03% +307 Timeline SMH 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 loaded; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 60 shares; 2026Q1: 60 shares; 2026Q2: 60 shares 60 $39.4K 0.03% 0 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 556 shares; 2025Q1: 520 shares; 2025Q2: 520 shares; 2025Q3: 460 shares; 2025Q4: 459 shares; 2026Q1: 457 shares; 2026Q2: 457 shares 457 $38.3K 0.03% 0 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 111 shares; 2025Q1: 109 shares; 2025Q2: 109 shares; 2025Q3: 109 shares; 2025Q4: 783 shares; 2026Q1: 777 shares; 2026Q2: 784 shares 784 $38.1K 0.03% +7 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 15,830 shares; 2025Q1: 16,096 shares; 2025Q2: 827 shares; 2025Q3: 827 shares; 2025Q4: 824 shares; 2026Q1: 824 shares; 2026Q2: 813 shares 813 $38.1K 0.03% -11 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 143 shares; 2025Q1: 143 shares; 2025Q2: 143 shares; 2025Q3: 143 shares; 2025Q4: 143 shares; 2026Q1: 143 shares; 2026Q2: 143 shares 143 $38K 0.03% 0 Timeline IALT 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,347 shares 1,347 $37.8K 0.03% new Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 20 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 50 shares; 2026Q2: 52 shares 52 $37.5K 0.03% +2 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: not loaded; 2024Q4: 365 shares; 2025Q1: 371 shares; 2025Q2: 364 shares; 2025Q3: 365 shares; 2025Q4: 367 shares; 2026Q1: 362 shares; 2026Q2: 364 shares 364 $37.2K 0.03% +2 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 153 shares; 2025Q1: 114 shares; 2025Q2: 125 shares; 2025Q3: 126 shares; 2025Q4: 766 shares; 2026Q1: 765 shares; 2026Q2: 778 shares 778 $37K 0.03% +13 Timeline SCHF 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 loaded; 2024Q4: 3,508 shares; 2025Q1: 3,629 shares; 2025Q2: 5,262 shares; 2025Q3: 3,852 shares; 2025Q4: 3,812 shares; 2026Q1: 2,403 shares; 2026Q2: 1,325 shares 1,325 $36.7K 0.03% -1,078 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: not loaded; 2024Q4: 103 shares; 2025Q1: 78 shares; 2025Q2: 78 shares; 2025Q3: 78 shares; 2025Q4: 346 shares; 2026Q1: 342 shares; 2026Q2: 334 shares 334 $36K 0.03% -8 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 94 shares; 2025Q1: 62 shares; 2025Q2: 62 shares; 2025Q3: 62 shares; 2025Q4: 467 shares; 2026Q1: 463 shares; 2026Q2: 470 shares 470 $36K 0.03% +7 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: not loaded; 2024Q4: 35 shares; 2025Q1: 105 shares; 2025Q2: 105 shares; 2025Q3: 35 shares; 2025Q4: 32 shares; 2026Q1: 32 shares; 2026Q2: 163 shares 163 $34.6K 0.03% +131 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: not loaded; 2024Q4: 260 shares; 2025Q1: 281 shares; 2025Q2: 313 shares; 2025Q3: 215 shares; 2025Q4: 313 shares; 2026Q1: 272 shares; 2026Q2: 375 shares 375 $34.4K 0.03% +103 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 136 shares; 2025Q1: 132 shares; 2025Q2: 131 shares; 2025Q3: 130 shares; 2025Q4: 441 shares; 2026Q1: 434 shares; 2026Q2: 447 shares 447 $33.9K 0.03% +13 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 341 shares; 2025Q1: 161 shares; 2025Q2: 463 shares; 2025Q3: 161 shares; 2025Q4: 379 shares; 2026Q1: 376 shares; 2026Q2: 383 shares 383 $33.6K 0.03% +7 Timeline LGOV 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 loaded; 2024Q4: 2,034 shares; 2025Q1: 1,948 shares; 2025Q2: 1,302 shares; 2025Q3: 1,302 shares; 2025Q4: 1,302 shares; 2026Q1: 1,230 shares; 2026Q2: 1,561 shares 1,561 $33.4K 0.03% +331 Timeline VDE 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 loaded; 2024Q4: 256 shares; 2025Q1: 257 shares; 2025Q2: 259 shares; 2025Q3: 216 shares; 2025Q4: 218 shares; 2026Q1: 219 shares; 2026Q2: 221 shares 221 $33.2K 0.03% +2 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 55 shares; 2025Q1: 38 shares; 2025Q2: 34 shares; 2025Q3: 52 shares; 2025Q4: 274 shares; 2026Q1: 294 shares; 2026Q2: 281 shares 281 $33.2K 0.03% -13 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 33 shares; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 52 shares; 2026Q1: 123 shares; 2026Q2: 184 shares 184 $32.5K 0.03% +61 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 624 shares; 2025Q1: 632 shares; 2025Q2: 614 shares; 2025Q3: 522 shares; 2025Q4: 522 shares; 2026Q1: 763 shares; 2026Q2: 760 shares 760 $32.4K 0.03% -3 Timeline HYI WESTERN ASSET HIGH YIELD OPP More: the full row for WESTERN ASSET HIGH YIELD OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,591 shares; 2025Q1: 2,632 shares; 2025Q2: 2,696 shares; 2025Q3: 2,761 shares; 2025Q4: 2,854 shares; 2026Q1: 2,929 shares; 2026Q2: 3,008 shares 3,008 $32K 0.02% +79 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 33 shares; 2025Q1: 142 shares; 2025Q2: 142 shares; 2025Q3: 142 shares; 2025Q4: 142 shares; 2026Q1: 142 shares; 2026Q2: 142 shares 142 $31.6K 0.02% 0 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: not loaded; 2024Q4: 783 shares; 2025Q1: 590 shares; 2025Q2: 590 shares; 2025Q3: 588 shares; 2025Q4: 588 shares; 2026Q1: 588 shares; 2026Q2: 587 shares 587 $31.5K 0.02% -1 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,560 shares; 2025Q1: 479 shares; 2025Q2: 474 shares; 2025Q3: 134 shares; 2025Q4: 498 shares; 2026Q1: 560 shares; 2026Q2: 606 shares 606 $31.4K 0.02% +46 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 24 shares; 2025Q1: 24 shares; 2025Q2: 24 shares; 2025Q3: 24 shares; 2025Q4: 205 shares; 2026Q1: 203 shares; 2026Q2: 205 shares 205 $31.2K 0.02% +2 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13,328 shares; 2025Q1: 13,572 shares; 2025Q2: 600 shares; 2025Q3: 602 shares; 2025Q4: 604 shares; 2026Q1: 605 shares; 2026Q2: 607 shares 607 $31.1K 0.02% +2 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: not loaded; 2024Q4: 309 shares; 2025Q1: 198 shares; 2025Q2: 125 shares; 2025Q3: 131 shares; 2025Q4: 131 shares; 2026Q1: 101 shares; 2026Q2: 151 shares 151 $31K 0.02% +50 Timeline GGOV BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 614 shares 614 $30.9K 0.02% new Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 75 shares; 2026Q1: 75 shares; 2026Q2: 75 shares 75 $30.7K 0.02% 0 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5 shares; 2025Q1: 8 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 230 shares; 2026Q1: 252 shares; 2026Q2: 260 shares 260 $30.4K 0.02% +8 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 293 shares; 2025Q2: 291 shares; 2025Q3: 349 shares; 2025Q4: 288 shares; 2026Q1: 642 shares; 2026Q2: 632 shares 632 $30K 0.02% -10 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,229 shares; 2025Q1: 417 shares; 2025Q2: 491 shares; 2025Q3: 552 shares; 2025Q4: 486 shares; 2026Q1: 486 shares; 2026Q2: 482 shares 482 $29.8K 0.02% -4 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 272 shares; 2026Q1: 268 shares; 2026Q2: 277 shares 277 $29.6K 0.02% +9 Timeline VPU 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 loaded; 2024Q4: 163 shares; 2025Q1: 158 shares; 2025Q2: 158 shares; 2025Q3: 158 shares; 2025Q4: 158 shares; 2026Q1: 158 shares; 2026Q2: 148 shares 148 $29K 0.02% -10 Timeline UUP INVESCO DB US DLR INDEX TR More: the full row for INVESCO DB US DLR INDEX TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,007 shares; 2025Q1: 1,007 shares; 2025Q2: 1,007 shares; 2025Q3: 1,007 shares; 2025Q4: 1,007 shares; 2026Q1: 1,007 shares; 2026Q2: 1,007 shares 1,007 $28.6K 0.02% 0 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 loaded; 2024Q4: 145 shares; 2025Q1: 60 shares; 2025Q2: 53 shares; 2025Q3: 43 shares; 2025Q4: 59 shares; 2026Q1: 147 shares; 2026Q2: 151 shares 151 $28.6K 0.02% +4 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 70 shares; 2025Q1: 70 shares; 2025Q2: 70 shares; 2025Q3: 70 shares; 2025Q4: 412 shares; 2026Q1: 408 shares; 2026Q2: 420 shares 420 $28.5K 0.02% +12 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 687 shares; 2025Q4: 687 shares; 2026Q1: 687 shares; 2026Q2: 687 shares 687 $28K 0.02% 0 Timeline SKOR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 35 shares; 2025Q1: 105 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 20 shares; 2026Q1: 477 shares; 2026Q2: 573 shares 573 $27.8K 0.02% +96 Timeline FXH 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 loaded; 2024Q4: 313 shares; 2025Q1: 223 shares; 2025Q2: 223 shares; 2025Q3: 223 shares; 2025Q4: 223 shares; 2026Q1: 223 shares; 2026Q2: 227 shares 227 $27.8K 0.02% +4 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,719 shares; 2025Q1: 1,938 shares; 2025Q2: 2,327 shares; 2025Q3: 1,640 shares; 2025Q4: 1,711 shares; 2026Q1: 1,711 shares; 2026Q2: 1,048 shares 1,048 $27.5K 0.02% -663 Timeline SPBO SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 48 shares; 2025Q1: 170 shares; 2025Q2: 27 shares; 2025Q3: 27 shares; 2025Q4: 27 shares; 2026Q1: 797 shares; 2026Q2: 943 shares 943 $27.4K 0.02% +146 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 129 shares; 2025Q1: 146 shares; 2025Q2: 122 shares; 2025Q3: 122 shares; 2025Q4: 143 shares; 2026Q1: 128 shares; 2026Q2: 91 shares 91 $27.3K 0.02% -37 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 183 shares; 2025Q2: 183 shares; 2025Q3: not reported; 2025Q4: 673 shares; 2026Q1: 667 shares; 2026Q2: 667 shares 667 $27.3K 0.02% 0 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 136 shares; 2025Q1: 118 shares; 2025Q2: 118 shares; 2025Q3: 117 shares; 2025Q4: 117 shares; 2026Q1: 117 shares; 2026Q2: 114 shares 114 $27.2K 0.02% -3 Timeline LAZ LAZARD INC More: the full row for LAZARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 651 shares; 2026Q1: 645 shares; 2026Q2: 645 shares 645 $27.1K 0.02% 0 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: not loaded; 2024Q4: 73 shares; 2025Q1: 78 shares; 2025Q2: 78 shares; 2025Q3: 99 shares; 2025Q4: 347 shares; 2026Q1: 338 shares; 2026Q2: 333 shares 333 $27K 0.02% -5 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 294 shares; 2025Q2: 430 shares; 2025Q3: 547 shares; 2025Q4: 611 shares; 2026Q1: 578 shares; 2026Q2: 591 shares 591 $26.9K 0.02% +13 Timeline FBNC FIRST BANCORP N C More: the full row for FIRST BANCORP N C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 641 shares; 2025Q4: 590 shares; 2026Q1: 567 shares; 2026Q2: 415 shares 415 $26.5K 0.02% -152 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: not loaded; 2024Q4: 274 shares; 2025Q1: 260 shares; 2025Q2: 254 shares; 2025Q3: 254 shares; 2025Q4: 737 shares; 2026Q1: 762 shares; 2026Q2: 755 shares 755 $26.3K 0.02% -7 Timeline ILTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 63 shares; 2025Q1: 113 shares; 2025Q2: 36 shares; 2025Q3: 36 shares; 2025Q4: 36 shares; 2026Q1: 444 shares; 2026Q2: 530 shares 530 $26.1K 0.02% +86 Timeline FDT 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: not loaded; 2024Q4: 332 shares; 2025Q1: 315 shares; 2025Q2: 292 shares; 2025Q3: 292 shares; 2025Q4: 292 shares; 2026Q1: 254 shares; 2026Q2: 275 shares 275 $26K 0.02% +21 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 435 shares; 2025Q1: 435 shares; 2025Q2: 435 shares; 2025Q3: 435 shares; 2025Q4: 435 shares; 2026Q1: 435 shares; 2026Q2: 435 shares 435 $26K 0.02% 0 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,356 shares; 2025Q1: 610 shares; 2025Q2: 610 shares; 2025Q3: 304 shares; 2025Q4: 456 shares; 2026Q1: 437 shares; 2026Q2: 593 shares 593 $25.9K 0.02% +156 Timeline EBF ENNIS INC More: the full row for ENNIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 1,220 shares 1,220 $25.9K 0.02% -780 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 56 shares; 2025Q1: 56 shares; 2025Q2: 56 shares; 2025Q3: 56 shares; 2025Q4: 57 shares; 2026Q1: 66 shares; 2026Q2: 66 shares 66 $25.8K 0.02% 0 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 327 shares; 2025Q1: 327 shares; 2025Q2: 327 shares; 2025Q3: 327 shares; 2025Q4: 327 shares; 2026Q1: 327 shares; 2026Q2: 327 shares 327 $25.5K 0.02% 0 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 981 shares; 2025Q1: 1,051 shares; 2025Q2: 1,002 shares; 2025Q3: 833 shares; 2025Q4: 751 shares; 2026Q1: 619 shares; 2026Q2: 115 shares 115 $25.2K 0.02% -504 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 119 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 29 shares; 2025Q4: 29 shares; 2026Q1: 106 shares; 2026Q2: 106 shares 106 $25.2K 0.02% 0 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 30 shares; 2025Q4: 30 shares; 2026Q1: 63 shares; 2026Q2: 62 shares 62 $25.1K 0.02% -1 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: not loaded; 2024Q4: 508 shares; 2025Q1: 508 shares; 2025Q2: 630 shares; 2025Q3: 506 shares; 2025Q4: 506 shares; 2026Q1: 506 shares; 2026Q2: 400 shares 400 $24.9K 0.02% -106 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 57 shares; 2025Q1: 172 shares; 2025Q2: 373 shares; 2025Q3: 176 shares; 2025Q4: 176 shares; 2026Q1: 176 shares; 2026Q2: 163 shares 163 $24.7K 0.02% -13 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 207 shares 207 $24.2K 0.02% new Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13 shares; 2025Q1: 16 shares; 2025Q2: 58 shares; 2025Q3: 14 shares; 2025Q4: 28 shares; 2026Q1: 47 shares; 2026Q2: 47 shares 47 $24.2K 0.02% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 53 shares; 2025Q1: 159 shares; 2025Q2: 450 shares; 2025Q3: 523 shares; 2025Q4: 449 shares; 2026Q1: 448 shares; 2026Q2: 440 shares 440 $23.9K 0.02% -8 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 loaded; 2024Q4: 64 shares; 2025Q1: 58 shares; 2025Q2: 58 shares; 2025Q3: 78 shares; 2025Q4: 78 shares; 2026Q1: 56 shares; 2026Q2: 56 shares 56 $23.9K 0.02% 0 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 135 shares; 2025Q1: 135 shares; 2025Q2: 135 shares; 2025Q3: 135 shares; 2025Q4: 135 shares; 2026Q1: 135 shares; 2026Q2: 135 shares 135 $23.8K 0.02% 0 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: not loaded; 2024Q4: 294 shares; 2025Q1: 252 shares; 2025Q2: 271 shares; 2025Q3: 252 shares; 2025Q4: 395 shares; 2026Q1: 232 shares; 2026Q2: 200 shares 200 $23.8K 0.02% -32 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 625 shares; 2025Q1: 562 shares; 2025Q2: 577 shares; 2025Q3: 577 shares; 2025Q4: 442 shares; 2026Q1: 413 shares; 2026Q2: 476 shares 476 $23.7K 0.02% +63 Timeline ROUS LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 350 shares; 2026Q1: 350 shares; 2026Q2: 351 shares 351 $23.7K 0.02% +1 Timeline FIDU FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 20 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 201 shares; 2026Q2: 234 shares 234 $23.3K 0.02% +33 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: not loaded; 2024Q4: 54 shares; 2025Q1: 60 shares; 2025Q2: 395 shares; 2025Q3: 394 shares; 2025Q4: 393 shares; 2026Q1: 377 shares; 2026Q2: 375 shares 375 $23.2K 0.02% -2 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 59 shares; 2025Q1: 89 shares; 2025Q2: 120 shares; 2025Q3: 120 shares; 2025Q4: 120 shares; 2026Q1: 120 shares; 2026Q2: 120 shares 120 $23.2K 0.02% 0 Timeline FSIG 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 loaded; 2024Q4: 1,154 shares; 2025Q1: 1,063 shares; 2025Q2: 1,092 shares; 2025Q3: 1,092 shares; 2025Q4: 1,092 shares; 2026Q1: 1,058 shares; 2026Q2: 1,221 shares 1,221 $23K 0.02% +163 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 430 shares; 2025Q1: 430 shares; 2025Q2: 430 shares; 2025Q3: 430 shares; 2025Q4: 430 shares; 2026Q1: 430 shares; 2026Q2: 430 shares 430 $23K 0.02% 0 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 181 shares; 2025Q1: 140 shares; 2025Q2: 140 shares; 2025Q3: 140 shares; 2025Q4: 140 shares; 2026Q1: 140 shares; 2026Q2: 140 shares 140 $22.7K 0.02% 0 Timeline BOND 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 loaded; 2024Q4: 259 shares; 2025Q1: 259 shares; 2025Q2: 259 shares; 2025Q3: 246 shares; 2025Q4: 246 shares; 2026Q1: 246 shares; 2026Q2: 246 shares 246 $22.7K 0.02% 0 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 63 shares; 2025Q1: 63 shares; 2025Q2: 63 shares; 2025Q3: 63 shares; 2025Q4: 62 shares; 2026Q1: 62 shares; 2026Q2: 62 shares 62 $22.7K 0.02% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 132 shares; 2026Q1: 210 shares; 2026Q2: 194 shares 194 $22.6K 0.02% -16 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: not loaded; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $22.6K 0.02% 0 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,217 shares; 2025Q3: 1,217 shares; 2025Q4: 1,217 shares; 2026Q1: 1,217 shares; 2026Q2: 1,217 shares 1,217 $22.6K 0.02% 0 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 133 shares; 2025Q1: 31 shares; 2025Q2: 31 shares; 2025Q3: 31 shares; 2025Q4: 31 shares; 2026Q1: 101 shares; 2026Q2: 99 shares 99 $22.2K 0.02% -2 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 39 shares; 2025Q3: 39 shares; 2025Q4: 593 shares; 2026Q1: 587 shares; 2026Q2: 581 shares 581 $22.1K 0.02% -6 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: not loaded; 2024Q4: 207 shares; 2025Q1: 167 shares; 2025Q2: 155 shares; 2025Q3: 135 shares; 2025Q4: 135 shares; 2026Q1: 141 shares; 2026Q2: 228 shares 228 $22K 0.02% +87 Timeline LALT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 908 shares 908 $21.8K 0.02% new Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 137 shares; 2025Q1: 137 shares; 2025Q2: 137 shares; 2025Q3: 137 shares; 2025Q4: 137 shares; 2026Q1: 133 shares; 2026Q2: 133 shares 133 $21.8K 0.02% 0 Timeline CARY ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,058 shares; 2025Q3: 1,058 shares; 2025Q4: 1,058 shares; 2026Q1: 1,058 shares; 2026Q2: 1,046 shares 1,046 $21.7K 0.02% -12 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: not loaded; 2024Q4: 532 shares; 2025Q1: 471 shares; 2025Q2: 471 shares; 2025Q3: 471 shares; 2025Q4: 471 shares; 2026Q1: 420 shares; 2026Q2: 451 shares 451 $21.7K 0.02% +31 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 293 shares; 2025Q1: 248 shares; 2025Q2: 241 shares; 2025Q3: 279 shares; 2025Q4: 239 shares; 2026Q1: 262 shares; 2026Q2: 254 shares 254 $21.5K 0.02% -8 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 251 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 208 shares 208 $21.5K 0.02% new Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 95 shares 95 $21.3K 0.02% new Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 95 shares 95 $21K 0.02% new Timeline LMUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 410 shares; 2026Q2: 410 shares 410 $21K 0.02% 0 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 379 shares; 2025Q1: 543 shares; 2025Q2: 267 shares; 2025Q3: 267 shares; 2025Q4: 435 shares; 2026Q1: 230 shares; 2026Q2: 216 shares 216 $20.9K 0.02% -14 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 249 shares; 2025Q1: 203 shares; 2025Q2: 204 shares; 2025Q3: 220 shares; 2025Q4: 209 shares; 2026Q1: 214 shares; 2026Q2: 214 shares 214 $20.6K 0.02% 0 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2 shares; 2025Q1: 97 shares; 2025Q2: 91 shares; 2025Q3: 90 shares; 2025Q4: 90 shares; 2026Q1: 163 shares; 2026Q2: 167 shares 167 $20.6K 0.02% +4 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,055 shares; 2025Q1: 344 shares; 2025Q2: 670 shares; 2025Q3: 344 shares; 2025Q4: 344 shares; 2026Q1: 355 shares; 2026Q2: 354 shares 354 $20.5K 0.02% -1 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: not loaded; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 218 shares 218 $20.5K 0.02% +18 Timeline PDP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 157 shares; 2025Q1: 157 shares; 2025Q2: 126 shares; 2025Q3: 184 shares; 2025Q4: 164 shares; 2026Q1: not reported; 2026Q2: 132 shares 132 $20K 0.02% new Timeline XLY 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: not loaded; 2024Q4: 160 shares; 2025Q1: 160 shares; 2025Q2: 160 shares; 2025Q3: 84 shares; 2025Q4: 168 shares; 2026Q1: 168 shares; 2026Q2: 167 shares 167 $19.6K 0.02% -1 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 91 shares; 2025Q1: 89 shares; 2025Q2: 186 shares; 2025Q3: 89 shares; 2025Q4: 89 shares; 2026Q1: 87 shares; 2026Q2: 87 shares 87 $19.4K 0.02% 0 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: not loaded; 2024Q4: 928 shares; 2025Q1: 414 shares; 2025Q2: 168 shares; 2025Q3: 178 shares; 2025Q4: 136 shares; 2026Q1: 136 shares; 2026Q2: 141 shares 141 $19.1K 0.01% +5 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 234 shares; 2025Q1: 437 shares; 2025Q2: 435 shares; 2025Q3: 433 shares; 2025Q4: 432 shares; 2026Q1: 432 shares; 2026Q2: 432 shares 432 $19K 0.01% 0 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 112 shares; 2025Q1: 107 shares; 2025Q2: 99 shares; 2025Q3: 99 shares; 2025Q4: 99 shares; 2026Q1: 174 shares; 2026Q2: 164 shares 164 $18.8K 0.01% -10 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 451 shares; 2025Q1: 740 shares; 2025Q2: 751 shares; 2025Q3: 534 shares; 2025Q4: 672 shares; 2026Q1: 550 shares; 2026Q2: 355 shares 355 $18.6K 0.01% -195 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 220 shares; 2025Q1: 214 shares; 2025Q2: 210 shares; 2025Q3: 207 shares; 2025Q4: 204 shares; 2026Q1: 222 shares; 2026Q2: 222 shares 222 $18.6K 0.01% 0 Timeline CERY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 153 shares; 2025Q2: 149 shares; 2025Q3: 229 shares; 2025Q4: 390 shares; 2026Q1: 433 shares; 2026Q2: 555 shares 555 $18.6K 0.01% +122 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 354 shares; 2025Q1: 372 shares; 2025Q2: 361 shares; 2025Q3: 340 shares; 2025Q4: 381 shares; 2026Q1: 398 shares; 2026Q2: 197 shares 197 $18.5K 0.01% -201 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 155 shares; 2025Q1: 152 shares; 2025Q2: 152 shares; 2025Q3: 152 shares; 2025Q4: 152 shares; 2026Q1: 149 shares; 2026Q2: 109 shares 109 $18.3K 0.01% -40 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 91 shares; 2025Q1: 136 shares; 2025Q2: 135 shares; 2025Q3: 134 shares; 2025Q4: 133 shares; 2026Q1: 130 shares; 2026Q2: 130 shares 130 $17.8K 0.01% 0 Timeline FPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 197 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 86 shares 86 $17.7K 0.01% new Timeline QSPT 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 loaded; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $17.4K 0.01% 0 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 525 shares; 2025Q1: 472 shares; 2025Q2: 472 shares; 2025Q3: 353 shares; 2025Q4: 326 shares; 2026Q1: 141 shares; 2026Q2: 789 shares 789 $17.3K 0.01% +648 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 loaded; 2024Q4: 191 shares; 2025Q1: 191 shares; 2025Q2: 373 shares; 2025Q3: 90 shares; 2025Q4: 58 shares; 2026Q1: 58 shares; 2026Q2: 58 shares 58 $17.3K 0.01% 0 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 399 shares; 2025Q1: 359 shares; 2025Q2: 1,149 shares; 2025Q3: 1,146 shares; 2025Q4: 1,051 shares; 2026Q1: 1,048 shares; 2026Q2: 1,046 shares 1,046 $17.1K 0.01% -2 Timeline SCHG 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 loaded; 2024Q4: 1,628 shares; 2025Q1: 1,537 shares; 2025Q2: 1,537 shares; 2025Q3: 2,033 shares; 2025Q4: 591 shares; 2026Q1: not reported; 2026Q2: 503 shares 503 $17K 0.01% new Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 1,349 shares; 2026Q1: 1,349 shares; 2026Q2: 549 shares 549 $16.9K 0.01% -800 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 157 shares; 2025Q1: 156 shares; 2025Q2: 156 shares; 2025Q3: 149 shares; 2025Q4: 147 shares; 2026Q1: 147 shares; 2026Q2: 147 shares 147 $16.9K 0.01% 0 Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 27 shares; 2025Q1: 27 shares; 2025Q2: 27 shares; 2025Q3: 27 shares; 2025Q4: 27 shares; 2026Q1: 41 shares; 2026Q2: 43 shares 43 $16.8K 0.01% +2 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 174 shares; 2026Q2: 184 shares 184 $16.6K 0.01% +10 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 930 shares; 2025Q1: 569 shares; 2025Q2: 569 shares; 2025Q3: 569 shares; 2025Q4: 569 shares; 2026Q1: 542 shares; 2026Q2: 542 shares 542 $16.6K 0.01% 0 Timeline XONE BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 419 shares; 2025Q1: 940 shares; 2025Q2: 208 shares; 2025Q3: 146 shares; 2025Q4: 231 shares; 2026Q1: 401 shares; 2026Q2: 336 shares 336 $16.6K 0.01% -65 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 90 shares; 2025Q1: 90 shares; 2025Q2: 90 shares; 2025Q3: 33 shares; 2025Q4: 39 shares; 2026Q1: 76 shares; 2026Q2: 62 shares 62 $16.6K 0.01% -14 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 200 shares; 2025Q1: 145 shares; 2025Q2: 145 shares; 2025Q3: 162 shares; 2025Q4: 373 shares; 2026Q1: 350 shares; 2026Q2: 347 shares 347 $16.4K 0.01% -3 Timeline FMAT FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 23 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 212 shares; 2026Q2: 278 shares 278 $16.3K 0.01% +66 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 264 shares; 2025Q1: 120 shares; 2025Q2: 120 shares; 2025Q3: 120 shares; 2025Q4: 120 shares; 2026Q1: 120 shares; 2026Q2: 110 shares 110 $16.1K 0.01% -10 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: 7 shares; 2026Q1: 7 shares; 2026Q2: 7 shares 7 $15.9K 0.01% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 174 shares; 2025Q1: 165 shares; 2025Q2: 162 shares; 2025Q3: 159 shares; 2025Q4: 157 shares; 2026Q1: 154 shares; 2026Q2: 153 shares 153 $15.9K 0.01% -1 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 105 shares; 2025Q2: 208 shares; 2025Q3: 94 shares; 2025Q4: 61 shares; 2026Q1: 47 shares; 2026Q2: 47 shares 47 $15.7K 0.01% 0 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 267 shares; 2025Q1: 236 shares; 2025Q2: 236 shares; 2025Q3: 261 shares; 2025Q4: 308 shares; 2026Q1: 308 shares; 2026Q2: 558 shares 558 $15.4K 0.01% +250 Timeline XLV 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: not loaded; 2024Q4: 115 shares; 2025Q1: 115 shares; 2025Q2: 115 shares; 2025Q3: 96 shares; 2025Q4: 96 shares; 2026Q1: 96 shares; 2026Q2: 96 shares 96 $15.2K 0.01% 0 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 133 shares; 2025Q1: 133 shares; 2025Q2: 133 shares; 2025Q3: 133 shares; 2025Q4: 133 shares; 2026Q1: 133 shares; 2026Q2: 133 shares 133 $15K 0.01% 0 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 67 shares; 2025Q1: 68 shares; 2025Q2: 162 shares; 2025Q3: 102 shares; 2025Q4: 99 shares; 2026Q1: 158 shares; 2026Q2: 120 shares 120 $14.9K 0.01% -38 Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 67 shares; 2025Q2: 66 shares; 2025Q3: 65 shares; 2025Q4: 65 shares; 2026Q1: 65 shares; 2026Q2: 65 shares 65 $14.8K 0.01% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 94 shares; 2025Q1: 71 shares; 2025Q2: 73 shares; 2025Q3: 74 shares; 2025Q4: 66 shares; 2026Q1: 116 shares; 2026Q2: 94 shares 94 $14.7K 0.01% -22 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 22 shares; 2025Q1: 22 shares; 2025Q2: 22 shares; 2025Q3: 49 shares; 2025Q4: 22 shares; 2026Q1: 22 shares; 2026Q2: 22 shares 22 $14.1K 0.01% 0 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,077 shares; 2026Q1: 1,077 shares; 2026Q2: 1,077 shares 1,077 $14K 0.01% 0 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 48 shares; 2025Q1: 54 shares; 2025Q2: 74 shares; 2025Q3: 74 shares; 2025Q4: 74 shares; 2026Q1: 212 shares; 2026Q2: 151 shares 151 $14K 0.01% -61 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: not loaded; 2024Q4: 115 shares; 2025Q1: 15 shares; 2025Q2: 25 shares; 2025Q3: 27 shares; 2025Q4: 23 shares; 2026Q1: 22 shares; 2026Q2: 22 shares 22 $14K 0.01% 0 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 50 shares; 2025Q2: 49 shares; 2025Q3: 48 shares; 2025Q4: 48 shares; 2026Q1: 48 shares; 2026Q2: 48 shares 48 $13.9K 0.01% 0 Timeline FDIS FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 88 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 101 shares; 2026Q2: 135 shares 135 $13.9K 0.01% +34 Timeline FTGS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 373 shares; 2025Q1: 340 shares; 2025Q2: 340 shares; 2025Q3: 340 shares; 2025Q4: 340 shares; 2026Q1: 301 shares; 2026Q2: 373 shares 373 $13.8K 0.01% +72 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 146 shares; 2026Q2: 142 shares 142 $13.8K 0.01% -4 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 120 shares; 2025Q4: 120 shares; 2026Q1: 120 shares; 2026Q2: 120 shares 120 $13.7K 0.01% 0 Timeline TMHC TAYLOR MORRISON HOME CORP More: the full row for TAYLOR MORRISON HOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 190 shares; 2026Q1: 190 shares; 2026Q2: 190 shares 190 $13.6K 0.01% 0 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1 shares; 2025Q1: 29 shares; 2025Q2: 29 shares; 2025Q3: 29 shares; 2025Q4: 29 shares; 2026Q1: 27 shares; 2026Q2: 27 shares 27 $13.5K 0.01% 0 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 918 shares; 2025Q1: 526 shares; 2025Q2: 526 shares; 2025Q3: 526 shares; 2025Q4: not reported; 2026Q1: 521 shares; 2026Q2: 521 shares 521 $13.5K 0.01% 0 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: not loaded; 2024Q4: 47 shares; 2025Q1: 47 shares; 2025Q2: 47 shares; 2025Q3: 48 shares; 2025Q4: 41 shares; 2026Q1: 41 shares; 2026Q2: 126 shares 126 $13.5K 0.01% +85 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 9 shares; 2026Q1: 109 shares; 2026Q2: 120 shares 120 $13.5K 0.01% +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: not loaded; 2024Q4: 10 shares; 2025Q1: 2 shares; 2025Q2: 12 shares; 2025Q3: 2 shares; 2025Q4: 23 shares; 2026Q1: 193 shares; 2026Q2: 188 shares 188 $13.4K 0.01% -5 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 29 shares; 2025Q1: 29 shares; 2025Q2: 123 shares; 2025Q3: 47 shares; 2025Q4: 45 shares; 2026Q1: 84 shares; 2026Q2: 80 shares 80 $13.3K 0.01% -4 Timeline CATH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 150 shares 150 $13.3K 0.01% new Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 119 shares; 2025Q1: 122 shares; 2025Q2: 179 shares; 2025Q3: 188 shares; 2025Q4: 179 shares; 2026Q1: 175 shares; 2026Q2: 175 shares 175 $13.3K 0.01% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 119 shares; 2025Q2: 118 shares; 2025Q3: 117 shares; 2025Q4: 116 shares; 2026Q1: 111 shares; 2026Q2: 111 shares 111 $13K 0.01% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 86 shares; 2025Q1: 66 shares; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 60 shares; 2026Q1: 93 shares; 2026Q2: 90 shares 90 $12.9K 0.01% -3 Timeline AVLC 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 142 shares 142 $12.8K 0.01% new 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 loaded; 2024Q4: 46 shares; 2025Q1: 46 shares; 2025Q2: 46 shares; 2025Q3: 53 shares; 2025Q4: 53 shares; 2026Q1: 53 shares; 2026Q2: 52 shares 52 $12.6K 0.01% -1 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 30 shares; 2025Q1: 36 shares; 2025Q2: 34 shares; 2025Q3: 34 shares; 2025Q4: 34 shares; 2026Q1: 46 shares; 2026Q2: 46 shares 46 $12.5K 0.01% 0 Timeline KBH KB HOME More: the full row for KB HOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $12.5K 0.01% 0 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 296 shares; 2025Q1: 240 shares; 2025Q2: 265 shares; 2025Q3: 264 shares; 2025Q4: 257 shares; 2026Q1: 239 shares; 2026Q2: 239 shares 239 $12.5K 0.01% 0 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 32 shares; 2025Q1: 32 shares; 2025Q2: 28 shares; 2025Q3: 15 shares; 2025Q4: 11 shares; 2026Q1: 11 shares; 2026Q2: 11 shares 11 $12.5K 0.01% 0 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 48 shares; 2025Q2: 48 shares; 2025Q3: 48 shares; 2025Q4: 48 shares; 2026Q1: 78 shares; 2026Q2: 78 shares 78 $12.4K 0.01% 0 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 127 shares; 2026Q1: 109 shares; 2026Q2: 109 shares 109 $12.4K 0.01% 0 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 127 shares; 2025Q1: 185 shares; 2025Q2: 184 shares; 2025Q3: 194 shares; 2025Q4: 161 shares; 2026Q1: 164 shares; 2026Q2: 170 shares 170 $12.3K 0.01% +6 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 147 shares; 2025Q1: 123 shares; 2025Q2: 117 shares; 2025Q3: 134 shares; 2025Q4: 112 shares; 2026Q1: 108 shares; 2026Q2: 97 shares 97 $12.2K 0.01% -11 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 44 shares 44 $12.1K 0.01% new 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: not loaded; 2024Q4: 55 shares; 2025Q1: 59 shares; 2025Q2: 59 shares; 2025Q3: 79 shares; 2025Q4: 59 shares; 2026Q1: 55 shares; 2026Q2: 55 shares 55 $12.1K 0.01% 0 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30 shares; 2026Q2: 30 shares 30 $12.1K 0.01% 0 Timeline CNA CNA FINL CORP More: the full row for CNA FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 204 shares; 2025Q1: 204 shares; 2025Q2: 204 shares; 2025Q3: 95 shares; 2025Q4: 95 shares; 2026Q1: 248 shares; 2026Q2: 248 shares 248 $12.1K 0.01% 0 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 82 shares 82 $12K 0.01% new Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 184 shares; 2025Q2: 182 shares; 2025Q3: 180 shares; 2025Q4: 179 shares; 2026Q1: 179 shares; 2026Q2: 179 shares 179 $11.9K 0.01% 0 Timeline EDV 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 loaded; 2024Q4: 181 shares; 2025Q1: 181 shares; 2025Q2: 181 shares; 2025Q3: 181 shares; 2025Q4: 181 shares; 2026Q1: 181 shares; 2026Q2: 181 shares 181 $11.8K 0.01% 0 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 4 shares; 2026Q2: 39 shares 39 $11.6K 0.01% +35 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 61 shares; 2026Q2: 61 shares 61 $11.6K 0.01% 0 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 52 shares; 2025Q4: 52 shares; 2026Q1: 71 shares; 2026Q2: 67 shares 67 $11.5K 0.01% -4 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 120 shares; 2025Q4: 120 shares; 2026Q1: 120 shares; 2026Q2: 120 shares 120 $11.5K 0.01% 0 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: not loaded; 2024Q4: 27 shares; 2025Q1: 53 shares; 2025Q2: 67 shares; 2025Q3: 67 shares; 2025Q4: 67 shares; 2026Q1: 65 shares; 2026Q2: 65 shares 65 $11.4K 0.01% 0 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 48 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41 shares; 2026Q1: 116 shares; 2026Q2: 113 shares 113 $11.4K 0.01% -3 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 134 shares; 2025Q1: 134 shares; 2025Q2: 134 shares; 2025Q3: 134 shares; 2025Q4: 134 shares; 2026Q1: 130 shares; 2026Q2: 126 shares 126 $11.3K 0.01% -4 Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 164 shares; 2026Q2: 191 shares 191 $11.2K 0.01% +27 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 370 shares; 2025Q1: 362 shares; 2025Q2: 345 shares; 2025Q3: 189 shares; 2025Q4: 181 shares; 2026Q1: 117 shares; 2026Q2: 115 shares 115 $11.1K 0.01% -2 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 167 shares 167 $11.1K 0.01% new Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 39 shares; 2025Q1: 42 shares; 2025Q2: 42 shares; 2025Q3: 18 shares; 2025Q4: 18 shares; 2026Q1: 44 shares; 2026Q2: 44 shares 44 $11.1K 0.01% 0 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 405 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 75 shares; 2026Q1: 75 shares; 2026Q2: 75 shares 75 $11K 0.01% 0 Timeline MGV 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 loaded; 2024Q4: 77 shares; 2025Q1: 77 shares; 2025Q2: 77 shares; 2025Q3: 77 shares; 2025Q4: 75 shares; 2026Q1: 75 shares; 2026Q2: 67 shares 67 $11K 0.01% -8 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 120 shares; 2025Q1: 233 shares; 2025Q2: 225 shares; 2025Q3: 224 shares; 2025Q4: 223 shares; 2026Q1: 150 shares; 2026Q2: 264 shares 264 $10.8K 0.01% +114 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22 shares; 2026Q2: 22 shares 22 $10.6K 0.01% 0 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 138 shares; 2025Q1: 140 shares; 2025Q2: 139 shares; 2025Q3: 180 shares; 2025Q4: 135 shares; 2026Q1: 128 shares; 2026Q2: 128 shares 128 $10.6K 0.01% 0 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: not loaded; 2024Q4: 1,402 shares; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: 19 shares; 2025Q4: 117 shares; 2026Q1: 139 shares; 2026Q2: 156 shares 156 $10.5K 0.01% +17 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 100 shares; 2025Q1: 132 shares; 2025Q2: 132 shares; 2025Q3: 139 shares; 2025Q4: 145 shares; 2026Q1: 145 shares; 2026Q2: 145 shares 145 $10.5K 0.01% 0 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 116 shares; 2025Q1: 199 shares; 2025Q2: 199 shares; 2025Q3: 116 shares; 2025Q4: 116 shares; 2026Q1: 116 shares; 2026Q2: 116 shares 116 $10.5K 0.01% 0 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 198 shares; 2025Q4: 198 shares; 2026Q1: 229 shares; 2026Q2: 229 shares 229 $10.4K 0.01% 0 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 618 shares; 2025Q4: 618 shares; 2026Q1: 318 shares; 2026Q2: 318 shares 318 $10.2K 0.01% 0 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 320 shares; 2025Q1: 320 shares; 2025Q2: 320 shares; 2025Q3: 320 shares; 2025Q4: 320 shares; 2026Q1: 320 shares; 2026Q2: 320 shares 320 $10.1K 0.01% 0 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: not loaded; 2024Q4: 104 shares; 2025Q1: 104 shares; 2025Q2: 104 shares; 2025Q3: 104 shares; 2025Q4: 104 shares; 2026Q1: 104 shares; 2026Q2: 111 shares 111 $10.1K 0.01% +7 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 65 shares; 2025Q2: 64 shares; 2025Q3: 63 shares; 2025Q4: 63 shares; 2026Q1: 63 shares; 2026Q2: 63 shares 63 $10.1K 0.01% 0 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 93 shares; 2026Q2: 106 shares 106 $10.1K 0.01% +13 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 578 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $10K 0.01% 0 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: not loaded; 2024Q4: 227 shares; 2025Q1: 207 shares; 2025Q2: 207 shares; 2025Q3: 207 shares; 2025Q4: 190 shares; 2026Q1: 190 shares; 2026Q2: 163 shares 163 $9.91K 0.01% -27 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: not loaded; 2024Q4: not reported; 2025Q1: 69 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares; 2026Q2: 213 shares 213 $9.9K 0.01% -37 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 456 shares; 2026Q2: 444 shares 444 $9.89K 0.01% -12 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 38 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 40 shares; 2026Q1: 40 shares; 2026Q2: 40 shares 40 $9.87K 0.01% 0 Timeline BOOT BOOT BARN HLDGS INC More: the full row for BOOT BARN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 60 shares; 2026Q1: 60 shares; 2026Q2: 60 shares 60 $9.86K 0.01% 0 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: not loaded; 2024Q4: 140 shares; 2025Q1: 140 shares; 2025Q2: 97 shares; 2025Q3: 97 shares; 2025Q4: 97 shares; 2026Q1: 82 shares; 2026Q2: 82 shares 82 $9.77K 0.01% 0 Timeline CCL CARNIVAL CORP LTD More: the full row for CARNIVAL CORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 340 shares 340 $9.71K 0.01% new Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18 shares; 2026Q1: 27 shares; 2026Q2: 27 shares 27 $9.57K 0.01% 0 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: not loaded; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 53 shares; 2025Q3: 28 shares; 2025Q4: 17 shares; 2026Q1: 17 shares; 2026Q2: 17 shares 17 $9.53K 0.01% 0 Timeline FREL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 74 shares; 2026Q1: 177 shares; 2026Q2: 322 shares 322 $9.44K 0.01% +145 Timeline CMBS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 29 shares; 2025Q1: 42 shares; 2025Q2: 16 shares; 2025Q3: 16 shares; 2025Q4: 16 shares; 2026Q1: 157 shares; 2026Q2: 193 shares 193 $9.39K 0.01% +36 Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21 shares; 2026Q2: 21 shares 21 $9.34K 0.01% 0 Timeline ZROZ 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 loaded; 2024Q4: 74 shares; 2025Q1: not reported; 2025Q2: 28 shares; 2025Q3: 46 shares; 2025Q4: 40 shares; 2026Q1: 40 shares; 2026Q2: 144 shares 144 $9.23K 0.01% +104 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19 shares; 2026Q2: 19 shares 19 $9.19K 0.01% 0 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 78 shares; 2026Q2: 119 shares 119 $9.19K 0.01% +41 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 113 shares 113 $9.07K 0.01% new Timeline LTPZ 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 loaded; 2024Q4: 131 shares; 2025Q1: 514 shares; 2025Q2: 531 shares; 2025Q3: 541 shares; 2025Q4: 567 shares; 2026Q1: 544 shares; 2026Q2: 179 shares 179 $9.07K 0.01% -365 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 20 shares; 2026Q2: 20 shares 20 $9.06K 0.01% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 237 shares; 2025Q1: 238 shares; 2025Q2: 238 shares; 2025Q3: 238 shares; 2025Q4: 16 shares; 2026Q1: 25 shares; 2026Q2: 25 shares 25 $9.05K 0.01% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 247 shares; 2025Q1: 247 shares; 2025Q2: 247 shares; 2025Q3: 247 shares; 2025Q4: 245 shares; 2026Q1: 245 shares; 2026Q2: 245 shares 245 $9.05K 0.01% 0 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10 shares; 2025Q1: 41 shares; 2025Q2: 41 shares; 2025Q3: 46 shares; 2025Q4: 41 shares; 2026Q1: 40 shares; 2026Q2: 31 shares 31 $9.01K 0.01% -9 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 153 shares; 2025Q3: 117 shares; 2025Q4: 15 shares; 2026Q1: 15 shares; 2026Q2: 87 shares 87 $8.89K 0.01% +72 Timeline BBDC BARINGS BDC INC More: the full row for BARINGS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,029 shares; 2025Q3: 1,029 shares; 2025Q4: 1,029 shares; 2026Q1: 1,029 shares; 2026Q2: 1,029 shares 1,029 $8.77K 0.01% 0 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 32 shares; 2025Q1: 26 shares; 2025Q2: 26 shares; 2025Q3: 26 shares; 2025Q4: 26 shares; 2026Q1: 26 shares; 2026Q2: 21 shares 21 $8.75K 0.01% -5 Timeline FLDR 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: not loaded; 2024Q4: 41 shares; 2025Q1: 52 shares; 2025Q2: 23 shares; 2025Q3: 23 shares; 2025Q4: 23 shares; 2026Q1: 173 shares; 2026Q2: 173 shares 173 $8.67K 0.01% 0 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 77 shares; 2026Q2: 77 shares 77 $8.66K 0.01% 0 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 60 shares; 2026Q1: 60 shares; 2026Q2: 180 shares 180 $8.59K 0.01% +120 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10 shares 10 $8.58K 0.01% new Timeline PFGC PERFORMANCE FOOD GROUP CO More: the full row for PERFORMANCE FOOD GROUP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 89 shares; 2025Q4: 89 shares; 2026Q1: 81 shares; 2026Q2: 76 shares 76 $8.5K 0.01% -5 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 110 shares; 2025Q1: 110 shares; 2025Q2: 110 shares; 2025Q3: 110 shares; 2025Q4: 110 shares; 2026Q1: 110 shares; 2026Q2: 110 shares 110 $8.47K 0.01% 0 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 83 shares; 2025Q1: 145 shares; 2025Q2: 178 shares; 2025Q3: 321 shares; 2025Q4: 357 shares; 2026Q1: 23 shares; 2026Q2: 23 shares 23 $8.41K 0.01% 0 Timeline MTSI MACOM TECH SOLUTIONS HLDGS I More: the full row for MACOM TECH SOLUTIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22 shares; 2026Q2: 22 shares 22 $8.37K 0.01% 0 Timeline TS TENARIS S A More: the full row for TENARIS S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares; 2026Q2: 150 shares 150 $8.32K 0.01% 0 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 39 shares; 2025Q1: 43 shares; 2025Q2: 43 shares; 2025Q3: 56 shares; 2025Q4: 56 shares; 2026Q1: 38 shares; 2026Q2: 38 shares 38 $8.3K 0.01% 0 Timeline SPD SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 118 shares; 2025Q1: not reported; 2025Q2: 568 shares; 2025Q3: 583 shares; 2025Q4: 598 shares; 2026Q1: 580 shares; 2026Q2: 199 shares 199 $8.26K 0.01% -381 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 91 shares; 2026Q1: 91 shares; 2026Q2: 93 shares 93 $8.25K 0.01% +2 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 loaded; 2024Q4: 37 shares; 2025Q1: 38 shares; 2025Q2: 37 shares; 2025Q3: 36 shares; 2025Q4: 36 shares; 2026Q1: 90 shares; 2026Q2: 35 shares 35 $8.03K 0.01% -55 Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 365 shares; 2025Q1: 365 shares; 2025Q2: 365 shares; 2025Q3: 141 shares; 2025Q4: 141 shares; 2026Q1: not reported; 2026Q2: 142 shares 142 $7.96K 0.01% new Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14 shares; 2025Q1: 14 shares; 2025Q2: 14 shares; 2025Q3: 14 shares; 2025Q4: 14 shares; 2026Q1: 14 shares; 2026Q2: 14 shares 14 $7.95K 0.01% 0 Timeline ARKF ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 400 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $7.9K 0.01% 0 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38 shares; 2026Q2: 37 shares 37 $7.88K 0.01% -1 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: not loaded; 2024Q4: 157 shares; 2025Q1: 151 shares; 2025Q2: 150 shares; 2025Q3: 145 shares; 2025Q4: 142 shares; 2026Q1: 140 shares; 2026Q2: 193 shares 193 $7.84K 0.01% +53 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 21 shares; 2025Q1: 20 shares; 2025Q2: 19 shares; 2025Q3: 18 shares; 2025Q4: 15 shares; 2026Q1: 261 shares; 2026Q2: 96 shares 96 $7.71K 0.01% -165 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 106 shares; 2026Q1: 104 shares; 2026Q2: 98 shares 98 $7.62K 0.01% -6 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 209 shares; 2025Q1: 99 shares; 2025Q2: 99 shares; 2025Q3: 99 shares; 2025Q4: 99 shares; 2026Q1: 99 shares; 2026Q2: 99 shares 99 $7.59K 0.01% 0 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: not loaded; 2024Q4: 57 shares; 2025Q1: 57 shares; 2025Q2: 57 shares; 2025Q3: 56 shares; 2025Q4: 56 shares; 2026Q1: 56 shares; 2026Q2: 56 shares 56 $7.54K 0.01% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 273 shares; 2025Q1: 110 shares; 2025Q2: 110 shares; 2025Q3: 110 shares; 2025Q4: 110 shares; 2026Q1: 110 shares; 2026Q2: 110 shares 110 $7.53K 0.01% 0 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 136 shares 136 $7.4K 0.01% new Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 25 shares; 2026Q2: 25 shares 25 $7.33K 0.01% 0 Timeline VSHY VIRTUS ETF TR II More: the full row for VIRTUS ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 340 shares; 2025Q1: 340 shares; 2025Q2: 340 shares; 2025Q3: 336 shares; 2025Q4: 336 shares; 2026Q1: 336 shares; 2026Q2: 333 shares 333 $7.23K 0.01% -3 Timeline OUSA ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 126 shares; 2025Q1: 126 shares; 2025Q2: 126 shares; 2025Q3: 126 shares; 2025Q4: 123 shares; 2026Q1: 123 shares; 2026Q2: 123 shares 123 $7.17K 0.01% 0 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 22 shares; 2025Q1: 24 shares; 2025Q2: 24 shares; 2025Q3: 24 shares; 2025Q4: 24 shares; 2026Q1: 30 shares; 2026Q2: 30 shares 30 $7.14K 0.01% 0 Timeline