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: 107,331 shares; 2024Q4: 119,131 shares; 2025Q1: 122,975 shares; 2025Q2: 125,108 shares; 2025Q3: 126,911 shares; 2025Q4: 127,525 shares; 2026Q1: 129,099 shares; 2026Q2: 127,459 shares 127,459 $11.6M 6.42% -1,640 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: 17,379 shares; 2024Q4: 23,179 shares; 2025Q1: 24,248 shares; 2025Q2: 24,734 shares; 2025Q3: 25,178 shares; 2025Q4: 26,229 shares; 2026Q1: 26,769 shares; 2026Q2: 27,231 shares 27,231 $8.25M 4.57% +462 Timeline GSY 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: 9,002 shares; 2024Q4: 9,275 shares; 2025Q1: 8,957 shares; 2025Q2: 9,854 shares; 2025Q3: 11,815 shares; 2025Q4: 19,264 shares; 2026Q1: 97,512 shares; 2026Q2: 101,968 shares 101,968 $5.11M 2.84% +4,456 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: 15,539 shares; 2024Q4: 15,639 shares; 2025Q1: 15,256 shares; 2025Q2: 15,278 shares; 2025Q3: 14,696 shares; 2025Q4: 28,073 shares; 2026Q1: 26,902 shares; 2026Q2: 26,659 shares 26,659 $5.08M 2.82% -243 Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,256 shares; 2024Q4: 59,146 shares; 2025Q1: 59,916 shares; 2025Q2: 60,220 shares; 2025Q3: 59,630 shares; 2025Q4: 59,463 shares; 2026Q1: 60,261 shares; 2026Q2: 60,356 shares 60,356 $4.6M 2.55% +95 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: 23,537 shares; 2024Q4: 23,979 shares; 2025Q1: 24,594 shares; 2025Q2: 25,739 shares; 2025Q3: 24,111 shares; 2025Q4: 23,421 shares; 2026Q1: 22,458 shares; 2026Q2: 22,296 shares 22,296 $4.46M 2.47% -162 Timeline FLTR 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: 70,020 shares; 2024Q4: 126,020 shares; 2025Q1: 139,284 shares; 2025Q2: 143,132 shares; 2025Q3: 147,943 shares; 2025Q4: 147,635 shares; 2026Q1: 145,469 shares; 2026Q2: 139,525 shares 139,525 $3.57M 1.98% -5,944 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: 72,341 shares; 2024Q4: 67,757 shares; 2025Q1: 66,975 shares; 2025Q2: 66,962 shares; 2025Q3: 66,284 shares; 2025Q4: 66,097 shares; 2026Q1: 66,957 shares; 2026Q2: 66,278 shares 66,278 $3.24M 1.8% -679 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 173,675 shares; 2024Q4: 164,520 shares; 2025Q1: 163,837 shares; 2025Q2: 163,959 shares; 2025Q3: 162,742 shares; 2025Q4: 158,326 shares; 2026Q1: 157,415 shares; 2026Q2: 157,110 shares 157,110 $2.9M 1.61% -305 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: 3,225 shares; 2024Q4: 7,770 shares; 2025Q1: 9,931 shares; 2025Q2: 9,429 shares; 2025Q3: 9,753 shares; 2025Q4: 10,307 shares; 2026Q1: 10,954 shares; 2026Q2: 11,456 shares 11,456 $2.89M 1.6% +502 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: 10,134 shares; 2024Q4: 10,244 shares; 2025Q1: 10,144 shares; 2025Q2: 10,619 shares; 2025Q3: 10,577 shares; 2025Q4: 10,949 shares; 2026Q1: 10,771 shares; 2026Q2: 10,591 shares 10,591 $2.52M 1.4% -180 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: 8,667 shares; 2024Q4: 8,720 shares; 2025Q1: 8,869 shares; 2025Q2: 8,963 shares; 2025Q3: 8,600 shares; 2025Q4: 8,344 shares; 2026Q1: 8,202 shares; 2026Q2: 8,082 shares 8,082 $2.34M 1.3% -120 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,411 shares; 2026Q1: 10,656 shares; 2026Q2: 14,284 shares 14,284 $2.31M 1.28% +3,628 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: 3,687 shares; 2024Q4: 2,951 shares; 2025Q1: 2,985 shares; 2025Q2: 2,989 shares; 2025Q3: 2,891 shares; 2025Q4: 2,965 shares; 2026Q1: 3,128 shares; 2026Q2: 2,991 shares 2,991 $2.2M 1.22% -137 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: 24,779 shares; 2024Q4: 25,904 shares; 2025Q1: 26,268 shares; 2025Q2: 26,109 shares; 2025Q3: 24,196 shares; 2025Q4: 23,799 shares; 2026Q1: 24,180 shares; 2026Q2: 24,821 shares 24,821 $2.18M 1.21% +641 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 28,142 shares; 2025Q1: 28,880 shares; 2025Q2: 28,880 shares; 2025Q3: 44,411 shares; 2025Q4: 56,356 shares; 2026Q1: 65,700 shares; 2026Q2: 86,305 shares 86,305 $2.16M 1.2% +20,605 Timeline XLC 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: 18,988 shares; 2024Q4: 19,219 shares; 2025Q1: 19,845 shares; 2025Q2: 19,814 shares; 2025Q3: 19,703 shares; 2025Q4: 19,238 shares; 2026Q1: 19,621 shares; 2026Q2: 19,655 shares 19,655 $2.11M 1.17% +34 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: 1,523 shares; 2024Q4: 1,525 shares; 2025Q1: 1,676 shares; 2025Q2: 1,567 shares; 2025Q3: 1,168 shares; 2025Q4: 1,137 shares; 2026Q1: 1,138 shares; 2026Q2: 2,863 shares 2,863 $2.07M 1.15% +1,725 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,257 shares; 2025Q2: 2,214 shares; 2025Q3: 4,097 shares; 2025Q4: 5,282 shares; 2026Q1: 6,613 shares; 2026Q2: 7,236 shares 7,236 $2.07M 1.15% +623 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: 50,341 shares; 2024Q4: 49,314 shares; 2025Q1: 48,369 shares; 2025Q2: 47,964 shares; 2025Q3: 45,327 shares; 2025Q4: 42,410 shares; 2026Q1: 41,207 shares; 2026Q2: 38,384 shares 38,384 $2.06M 1.14% -2,823 Timeline HFXI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,881 shares; 2024Q4: 41,774 shares; 2025Q1: 43,030 shares; 2025Q2: 52,014 shares; 2025Q3: 56,355 shares; 2025Q4: 54,947 shares; 2026Q1: 53,306 shares; 2026Q2: 53,802 shares 53,802 $2.05M 1.14% +496 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,945 shares; 2024Q4: 44,697 shares; 2025Q1: 48,143 shares; 2025Q2: 50,453 shares; 2025Q3: 51,071 shares; 2025Q4: 49,270 shares; 2026Q1: 46,631 shares; 2026Q2: 45,823 shares 45,823 $2.02M 1.12% -808 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,263 shares; 2024Q4: 11,945 shares; 2025Q1: 11,780 shares; 2025Q2: 12,039 shares; 2025Q3: 12,138 shares; 2025Q4: 11,800 shares; 2026Q1: 11,369 shares; 2026Q2: 10,892 shares 10,892 $2.02M 1.12% -477 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: 9,157 shares; 2024Q4: 9,049 shares; 2025Q1: 9,019 shares; 2025Q2: 8,856 shares; 2025Q3: 8,406 shares; 2025Q4: 16,479 shares; 2026Q1: 17,137 shares; 2026Q2: 17,194 shares 17,194 $2.02M 1.12% +57 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91,477 shares; 2024Q4: 94,808 shares; 2025Q1: 96,504 shares; 2025Q2: 97,040 shares; 2025Q3: 99,925 shares; 2025Q4: 100,956 shares; 2026Q1: 101,527 shares; 2026Q2: 101,219 shares 101,219 $1.98M 1.1% -308 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: 10,565 shares; 2024Q4: 11,454 shares; 2025Q1: 11,621 shares; 2025Q2: 11,521 shares; 2025Q3: 10,046 shares; 2025Q4: 10,448 shares; 2026Q1: 11,634 shares; 2026Q2: 12,037 shares 12,037 $1.91M 1.06% +403 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,089 shares; 2024Q4: 68,386 shares; 2025Q1: 73,306 shares; 2025Q2: 74,920 shares; 2025Q3: 78,531 shares; 2025Q4: 80,768 shares; 2026Q1: 87,336 shares; 2026Q2: 89,839 shares 89,839 $1.83M 1.01% +2,503 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: 5,070 shares; 2024Q4: 5,622 shares; 2025Q1: 5,671 shares; 2025Q2: 5,935 shares; 2025Q3: 5,609 shares; 2025Q4: 4,969 shares; 2026Q1: 4,943 shares; 2026Q2: 4,851 shares 4,851 $1.73M 0.96% -92 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,892 shares; 2024Q4: 70,710 shares; 2025Q1: 74,697 shares; 2025Q2: 76,078 shares; 2025Q3: 78,670 shares; 2025Q4: 80,899 shares; 2026Q1: 85,069 shares; 2026Q2: 85,807 shares 85,807 $1.68M 0.93% +738 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: 2,968 shares; 2024Q4: 2,509 shares; 2025Q1: 2,514 shares; 2025Q2: 2,508 shares; 2025Q3: 2,460 shares; 2025Q4: 2,243 shares; 2026Q1: 2,227 shares; 2026Q2: 2,193 shares 2,193 $1.67M 0.93% -34 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: 3,720 shares; 2024Q4: 3,708 shares; 2025Q1: 3,900 shares; 2025Q2: 4,066 shares; 2025Q3: 4,176 shares; 2025Q4: 4,461 shares; 2026Q1: 4,481 shares; 2026Q2: 4,360 shares 4,360 $1.63M 0.9% -121 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: 25,992 shares; 2024Q4: 26,122 shares; 2025Q1: 27,460 shares; 2025Q2: 28,453 shares; 2025Q3: 29,601 shares; 2025Q4: 28,648 shares; 2026Q1: 27,842 shares; 2026Q2: 26,569 shares 26,569 $1.62M 0.9% -1,273 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,343 shares; 2024Q4: 19,029 shares; 2025Q1: 19,082 shares; 2025Q2: 19,738 shares; 2025Q3: 25,523 shares; 2025Q4: 26,075 shares; 2026Q1: 29,516 shares; 2026Q2: 29,398 shares 29,398 $1.55M 0.86% -118 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,551 shares; 2024Q4: 6,116 shares; 2025Q1: 7,675 shares; 2025Q2: 7,596 shares; 2025Q3: 8,476 shares; 2025Q4: 10,431 shares; 2026Q1: 10,729 shares; 2026Q2: 11,029 shares 11,029 $1.41M 0.78% +300 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,094 shares; 2024Q4: 3,711 shares; 2025Q1: 5,837 shares; 2025Q2: 6,229 shares; 2025Q3: 8,124 shares; 2025Q4: 10,430 shares; 2026Q1: 11,549 shares; 2026Q2: 15,237 shares 15,237 $1.36M 0.75% +3,688 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: 955 shares; 2024Q4: 1,390 shares; 2025Q1: 1,520 shares; 2025Q2: 1,789 shares; 2025Q3: 1,537 shares; 2025Q4: 1,653 shares; 2026Q1: 1,716 shares; 2026Q2: 1,771 shares 1,771 $1.33M 0.74% +55 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: 2,830 shares; 2024Q4: 3,677 shares; 2025Q1: 4,192 shares; 2025Q2: 4,884 shares; 2025Q3: 5,046 shares; 2025Q4: 4,731 shares; 2026Q1: 5,148 shares; 2026Q2: 5,182 shares 5,182 $1.28M 0.71% +34 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,240 shares; 2024Q4: 3,280 shares; 2025Q1: 3,280 shares; 2025Q2: 3,323 shares; 2025Q3: 3,323 shares; 2025Q4: 3,860 shares; 2026Q1: 3,848 shares; 2026Q2: 3,558 shares 3,558 $1.26M 0.7% -290 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,168 shares; 2025Q4: 19,065 shares; 2026Q1: 27,234 shares; 2026Q2: 30,595 shares 30,595 $1.23M 0.68% +3,361 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: 8,109 shares; 2024Q4: 9,515 shares; 2025Q1: 9,872 shares; 2025Q2: 11,154 shares; 2025Q3: 12,407 shares; 2025Q4: 14,185 shares; 2026Q1: 14,710 shares; 2026Q2: 14,629 shares 14,629 $1.22M 0.67% -81 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: 1,376 shares; 2024Q4: 1,460 shares; 2025Q1: 1,481 shares; 2025Q2: 2,118 shares; 2025Q3: 2,120 shares; 2025Q4: 2,281 shares; 2026Q1: 2,280 shares; 2026Q2: 2,392 shares 2,392 $1.14M 0.63% +112 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,484 shares; 2025Q1: 23,434 shares; 2025Q2: 24,448 shares; 2025Q3: 25,002 shares; 2025Q4: 25,809 shares; 2026Q1: 26,444 shares; 2026Q2: 24,860 shares 24,860 $1.09M 0.6% -1,584 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: 2,058 shares; 2024Q4: 2,224 shares; 2025Q1: 2,511 shares; 2025Q2: 2,461 shares; 2025Q3: 2,414 shares; 2025Q4: 2,273 shares; 2026Q1: 2,114 shares; 2026Q2: 12,583 shares 12,583 $1.08M 0.6% +10,469 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,487 shares; 2024Q4: 9,606 shares; 2025Q1: 10,975 shares; 2025Q2: 12,001 shares; 2025Q3: 15,089 shares; 2025Q4: 12,677 shares; 2026Q1: 12,062 shares; 2026Q2: 11,947 shares 11,947 $1.08M 0.6% -115 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,252 shares; 2025Q1: 11,584 shares; 2025Q2: 14,840 shares; 2025Q3: 17,603 shares; 2025Q4: 17,597 shares; 2026Q1: 17,525 shares; 2026Q2: 17,496 shares 17,496 $1.08M 0.6% -29 Timeline SPHY 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: 45,851 shares; 2024Q4: 45,361 shares; 2025Q1: 45,307 shares; 2025Q2: 45,307 shares; 2025Q3: 44,427 shares; 2025Q4: 44,425 shares; 2026Q1: 44,000 shares; 2026Q2: 45,381 shares 45,381 $1.06M 0.59% +1,381 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: 3,139 shares; 2024Q4: 3,195 shares; 2025Q1: 3,386 shares; 2025Q2: 3,355 shares; 2025Q3: 3,699 shares; 2025Q4: 3,552 shares; 2026Q1: 3,660 shares; 2026Q2: 3,587 shares 3,587 $1.04M 0.58% -73 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,744 shares; 2025Q3: 1,772 shares; 2025Q4: 1,760 shares; 2026Q1: 2,123 shares; 2026Q2: 1,791 shares 1,791 $1.04M 0.58% -332 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: 7,396 shares; 2024Q4: 7,186 shares; 2025Q1: 6,991 shares; 2025Q2: 6,951 shares; 2025Q3: 6,236 shares; 2025Q4: 6,006 shares; 2026Q1: 6,587 shares; 2026Q2: 8,522 shares 8,522 $1.01M 0.56% +1,935 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: 12,369 shares; 2024Q4: 11,924 shares; 2025Q1: 11,619 shares; 2025Q2: 13,904 shares; 2025Q3: 17,996 shares; 2025Q4: 18,346 shares; 2026Q1: 18,856 shares; 2026Q2: 19,564 shares 19,564 $1.01M 0.56% +708 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: 16,069 shares; 2024Q4: 15,941 shares; 2025Q1: 14,437 shares; 2025Q2: 14,020 shares; 2025Q3: 14,192 shares; 2025Q4: 15,810 shares; 2026Q1: 19,080 shares; 2026Q2: 20,063 shares 20,063 $1.01M 0.56% +983 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: 14,100 shares; 2024Q4: 13,966 shares; 2025Q1: 13,821 shares; 2025Q2: 13,731 shares; 2025Q3: 15,120 shares; 2025Q4: 16,071 shares; 2026Q1: 16,444 shares; 2026Q2: 17,506 shares 17,506 $1.01M 0.56% +1,062 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,994 shares; 2024Q4: 30,337 shares; 2025Q1: 35,852 shares; 2025Q2: 38,962 shares; 2025Q3: 41,766 shares; 2025Q4: 44,035 shares; 2026Q1: 51,155 shares; 2026Q2: 54,320 shares 54,320 $1.01M 0.56% +3,165 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,515 shares; 2024Q4: 9,777 shares; 2025Q1: 9,755 shares; 2025Q2: 9,755 shares; 2025Q3: 10,221 shares; 2025Q4: 13,181 shares; 2026Q1: 15,068 shares; 2026Q2: 21,424 shares 21,424 $979K 0.54% +6,356 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,414 shares; 2024Q4: 2,398 shares; 2025Q1: 2,178 shares; 2025Q2: 2,174 shares; 2025Q3: 1,931 shares; 2025Q4: 1,703 shares; 2026Q1: 1,724 shares; 2026Q2: 1,725 shares 1,725 $972K 0.54% +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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,633 shares; 2025Q3: 3,751 shares; 2025Q4: 3,541 shares; 2026Q1: 3,197 shares; 2026Q2: 2,895 shares 2,895 $969K 0.54% -302 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: 3,466 shares; 2024Q4: 2,960 shares; 2025Q1: 2,853 shares; 2025Q2: 2,632 shares; 2025Q3: 2,288 shares; 2025Q4: 2,065 shares; 2026Q1: 1,094 shares; 2026Q2: 7,983 shares 7,983 $954K 0.53% +6,889 Timeline IDEQ LAZARD ACTIVE ETF TR More: the full row for LAZARD ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,832 shares; 2026Q2: 25,601 shares 25,601 $898K 0.5% +13,769 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,710 shares; 2025Q3: 2,135 shares; 2025Q4: 2,138 shares; 2026Q1: 2,127 shares; 2026Q2: 2,017 shares 2,017 $870K 0.48% -110 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: 1,330 shares; 2024Q4: 3,330 shares; 2025Q1: 3,330 shares; 2025Q2: 3,206 shares; 2025Q3: 3,206 shares; 2025Q4: 3,206 shares; 2026Q1: 3,176 shares; 2026Q2: 3,176 shares 3,176 $843K 0.47% 0 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: 3,424 shares; 2024Q4: 3,340 shares; 2025Q1: not reported; 2025Q2: 2,983 shares; 2025Q3: 3,185 shares; 2025Q4: 3,187 shares; 2026Q1: 3,188 shares; 2026Q2: 2,827 shares 2,827 $842K 0.47% -361 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,234 shares; 2024Q4: 5,243 shares; 2025Q1: 5,243 shares; 2025Q2: 5,275 shares; 2025Q3: 5,589 shares; 2025Q4: 6,178 shares; 2026Q1: 6,186 shares; 2026Q2: 6,124 shares 6,124 $837K 0.46% -62 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,022 shares; 2024Q4: 8,082 shares; 2025Q1: 9,500 shares; 2025Q2: 9,953 shares; 2025Q3: 12,087 shares; 2025Q4: 12,387 shares; 2026Q1: 12,138 shares; 2026Q2: 17,250 shares 17,250 $809K 0.45% +5,112 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: 811 shares; 2024Q4: 897 shares; 2025Q1: 1,030 shares; 2025Q2: 1,085 shares; 2025Q3: 1,126 shares; 2025Q4: 1,381 shares; 2026Q1: 1,519 shares; 2026Q2: 6,512 shares 6,512 $809K 0.45% +4,993 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 reported; 2024Q4: 3,701 shares; 2025Q1: 5,127 shares; 2025Q2: 5,231 shares; 2025Q3: 5,064 shares; 2025Q4: 5,711 shares; 2026Q1: 5,377 shares; 2026Q2: 6,306 shares 6,306 $804K 0.45% +929 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,614 shares; 2025Q3: 4,457 shares; 2025Q4: 5,219 shares; 2026Q1: 6,124 shares; 2026Q2: 7,813 shares 7,813 $803K 0.45% +1,689 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: 9,137 shares; 2024Q4: 7,893 shares; 2025Q1: 6,965 shares; 2025Q2: 7,022 shares; 2025Q3: 7,885 shares; 2025Q4: 17,911 shares; 2026Q1: 17,496 shares; 2026Q2: 15,076 shares 15,076 $801K 0.44% -2,420 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: 5,891 shares; 2024Q4: 5,737 shares; 2025Q1: 6,558 shares; 2025Q2: 6,489 shares; 2025Q3: 6,159 shares; 2025Q4: 5,608 shares; 2026Q1: 4,306 shares; 2026Q2: 3,568 shares 3,568 $778K 0.43% -738 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,863 shares; 2025Q1: 1,906 shares; 2025Q2: 1,939 shares; 2025Q3: 1,941 shares; 2025Q4: 1,989 shares; 2026Q1: 2,041 shares; 2026Q2: 2,006 shares 2,006 $758K 0.42% -35 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,212 shares; 2025Q1: 4,212 shares; 2025Q2: 4,835 shares; 2025Q3: 4,343 shares; 2025Q4: 4,516 shares; 2026Q1: 4,556 shares; 2026Q2: 4,396 shares 4,396 $747K 0.41% -160 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,430 shares; 2024Q4: 1,415 shares; 2025Q1: 1,409 shares; 2025Q2: 1,381 shares; 2025Q3: 1,355 shares; 2025Q4: 1,250 shares; 2026Q1: 1,250 shares; 2026Q2: 1,296 shares 1,296 $727K 0.4% +46 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,968 shares; 2026Q1: 9,106 shares; 2026Q2: 11,890 shares 11,890 $717K 0.4% +2,784 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 431 shares; 2025Q2: 435 shares; 2025Q3: 434 shares; 2025Q4: 342 shares; 2026Q1: 360 shares; 2026Q2: 360 shares 360 $716K 0.4% 0 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: 821 shares; 2024Q4: 836 shares; 2025Q1: 847 shares; 2025Q2: 866 shares; 2025Q3: 810 shares; 2025Q4: 916 shares; 2026Q1: 955 shares; 2026Q2: 953 shares 953 $711K 0.39% -2 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,138 shares; 2025Q1: 11,701 shares; 2025Q2: 14,085 shares; 2025Q3: 18,876 shares; 2025Q4: 21,461 shares; 2026Q1: 29,756 shares; 2026Q2: 31,215 shares 31,215 $651K 0.36% +1,459 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,487 shares; 2024Q4: 15,485 shares; 2025Q1: 16,712 shares; 2025Q2: 18,819 shares; 2025Q3: 23,889 shares; 2025Q4: 26,759 shares; 2026Q1: 27,933 shares; 2026Q2: 27,871 shares 27,871 $645K 0.36% -62 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 reported; 2024Q4: not reported; 2025Q1: 3,726 shares; 2025Q2: not reported; 2025Q3: 3,112 shares; 2025Q4: 3,760 shares; 2026Q1: 4,332 shares; 2026Q2: 6,425 shares 6,425 $640K 0.35% +2,093 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,706 shares; 2025Q1: 12,374 shares; 2025Q2: 13,141 shares; 2025Q3: 19,426 shares; 2025Q4: 22,922 shares; 2026Q1: 28,160 shares; 2026Q2: 29,342 shares 29,342 $640K 0.35% +1,182 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,674 shares; 2024Q4: 11,688 shares; 2025Q1: 14,994 shares; 2025Q2: 16,805 shares; 2025Q3: 21,557 shares; 2025Q4: 25,079 shares; 2026Q1: 33,407 shares; 2026Q2: 37,281 shares 37,281 $621K 0.34% +3,874 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: 11,038 shares; 2024Q4: 10,656 shares; 2025Q1: 10,606 shares; 2025Q2: 10,119 shares; 2025Q3: 9,758 shares; 2025Q4: 8,563 shares; 2026Q1: 8,250 shares; 2026Q2: 8,183 shares 8,183 $620K 0.34% -67 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,589 shares; 2024Q4: 15,588 shares; 2025Q1: 15,582 shares; 2025Q2: 15,582 shares; 2025Q3: 15,464 shares; 2025Q4: 15,317 shares; 2026Q1: 15,177 shares; 2026Q2: 15,118 shares 15,118 $617K 0.34% -59 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,861 shares; 2024Q4: 17,695 shares; 2025Q1: 18,951 shares; 2025Q2: 20,232 shares; 2025Q3: 22,763 shares; 2025Q4: 23,507 shares; 2026Q1: 24,226 shares; 2026Q2: 24,071 shares 24,071 $608K 0.34% -155 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: 9,433 shares; 2024Q4: 40,493 shares; 2025Q1: 41,918 shares; 2025Q2: 42,414 shares; 2025Q3: 42,998 shares; 2025Q4: 36,010 shares; 2026Q1: 25,490 shares; 2026Q2: 17,704 shares 17,704 $599K 0.33% -7,786 Timeline XNTK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,512 shares 1,512 $591K 0.33% new 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: 1,693 shares; 2024Q4: 1,693 shares; 2025Q1: 1,767 shares; 2025Q2: 1,776 shares; 2025Q3: 1,709 shares; 2025Q4: 1,630 shares; 2026Q1: 1,630 shares; 2026Q2: 1,719 shares 1,719 $590K 0.33% +89 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,040 shares; 2024Q4: 3,974 shares; 2025Q1: 1,855 shares; 2025Q2: 1,830 shares; 2025Q3: 1,503 shares; 2025Q4: 1,389 shares; 2026Q1: 1,389 shares; 2026Q2: 1,389 shares 1,389 $584K 0.32% 0 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,195 shares; 2024Q4: 1,162 shares; 2025Q1: 1,162 shares; 2025Q2: 1,188 shares; 2025Q3: 1,188 shares; 2025Q4: 1,188 shares; 2026Q1: 1,188 shares; 2026Q2: 1,166 shares 1,166 $583K 0.32% -22 Timeline SPLV 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: 7,841 shares; 2024Q4: 7,780 shares; 2025Q1: 7,626 shares; 2025Q2: 7,579 shares; 2025Q3: 7,121 shares; 2025Q4: 6,997 shares; 2026Q1: 7,473 shares; 2026Q2: 7,659 shares 7,659 $574K 0.32% +186 Timeline MFDX PIMCO EQUITY SER More: the full row for PIMCO EQUITY SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,304 shares; 2024Q4: 14,218 shares; 2025Q1: 13,582 shares; 2025Q2: 13,299 shares; 2025Q3: 14,631 shares; 2025Q4: 14,437 shares; 2026Q1: 14,286 shares; 2026Q2: 13,625 shares 13,625 $567K 0.31% -661 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: 914 shares; 2024Q4: 903 shares; 2025Q1: 900 shares; 2025Q2: 889 shares; 2025Q3: 852 shares; 2025Q4: 9,277 shares; 2026Q1: 8,867 shares; 2026Q2: 7,886 shares 7,886 $563K 0.31% -981 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: 989 shares; 2024Q4: 979 shares; 2025Q1: 994 shares; 2025Q2: 994 shares; 2025Q3: 983 shares; 2025Q4: 1,036 shares; 2026Q1: 1,028 shares; 2026Q2: 1,095 shares 1,095 $563K 0.31% +67 Timeline PXH INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,156 shares; 2025Q4: 11,243 shares; 2026Q1: 17,633 shares; 2026Q2: 20,032 shares 20,032 $558K 0.31% +2,399 Timeline IAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,657 shares; 2025Q3: 2,477 shares; 2025Q4: 3,222 shares; 2026Q1: 3,510 shares; 2026Q2: 3,955 shares 3,955 $556K 0.31% +445 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,611 shares; 2024Q4: 3,523 shares; 2025Q1: 3,523 shares; 2025Q2: 3,588 shares; 2025Q3: 3,483 shares; 2025Q4: 3,911 shares; 2026Q1: 4,410 shares; 2026Q2: 4,577 shares 4,577 $539K 0.3% +167 Timeline EPS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,191 shares; 2024Q4: 7,191 shares; 2025Q1: 7,191 shares; 2025Q2: 7,191 shares; 2025Q3: 6,714 shares; 2025Q4: 6,689 shares; 2026Q1: 6,689 shares; 2026Q2: 6,689 shares 6,689 $520K 0.29% 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: 1,303 shares; 2024Q4: 1,229 shares; 2025Q1: 1,213 shares; 2025Q2: 1,204 shares; 2025Q3: 1,114 shares; 2025Q4: 1,081 shares; 2026Q1: 1,037 shares; 2026Q2: 991 shares 991 $517K 0.29% -46 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,021 shares; 2024Q4: 4,978 shares; 2025Q1: 4,766 shares; 2025Q2: 4,726 shares; 2025Q3: 4,698 shares; 2025Q4: 4,702 shares; 2026Q1: 4,392 shares; 2026Q2: 4,337 shares 4,337 $509K 0.28% -55 Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,700 shares; 2026Q1: 5,250 shares; 2026Q2: 6,180 shares 6,180 $505K 0.28% +930 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,444 shares; 2025Q2: 2,441 shares; 2025Q3: 2,549 shares; 2025Q4: 3,636 shares; 2026Q1: 3,732 shares; 2026Q2: 4,542 shares 4,542 $500K 0.28% +810 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,974 shares; 2024Q4: 4,794 shares; 2025Q1: 4,794 shares; 2025Q2: 4,794 shares; 2025Q3: 4,546 shares; 2025Q4: 4,442 shares; 2026Q1: 4,412 shares; 2026Q2: 4,312 shares 4,312 $492K 0.27% -100 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,151 shares; 2024Q4: 2,151 shares; 2025Q1: 2,094 shares; 2025Q2: 1,889 shares; 2025Q3: 1,832 shares; 2025Q4: 1,532 shares; 2026Q1: 1,486 shares; 2026Q2: 1,418 shares 1,418 $488K 0.27% -68 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: 5,949 shares; 2024Q4: 6,290 shares; 2025Q1: 4,549 shares; 2025Q2: 3,998 shares; 2025Q3: 3,762 shares; 2025Q4: 3,765 shares; 2026Q1: 3,767 shares; 2026Q2: 3,769 shares 3,769 $484K 0.27% +2 Timeline PSC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,775 shares; 2026Q1: 5,423 shares; 2026Q2: 6,878 shares 6,878 $482K 0.27% +1,455 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,590 shares; 2024Q4: 18,741 shares; 2025Q1: 20,814 shares; 2025Q2: 19,786 shares; 2025Q3: 17,981 shares; 2025Q4: 14,808 shares; 2026Q1: 9,422 shares; 2026Q2: 9,724 shares 9,724 $482K 0.27% +302 Timeline FCOM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,069 shares; 2025Q4: 4,903 shares; 2026Q1: 5,315 shares; 2026Q2: 6,923 shares 6,923 $481K 0.27% +1,608 Timeline XLB 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: 5,428 shares; 2024Q4: 5,146 shares; 2025Q1: 5,039 shares; 2025Q2: 5,167 shares; 2025Q3: 5,176 shares; 2025Q4: 10,054 shares; 2026Q1: 9,114 shares; 2026Q2: 9,454 shares 9,454 $481K 0.27% +340 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,432 shares; 2024Q4: 1,436 shares; 2025Q1: 1,461 shares; 2025Q2: 1,301 shares; 2025Q3: 1,291 shares; 2025Q4: 1,406 shares; 2026Q1: 1,460 shares; 2026Q2: 1,455 shares 1,455 $476K 0.26% -5 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,478 shares; 2024Q4: 7,516 shares; 2025Q1: 7,344 shares; 2025Q2: 6,935 shares; 2025Q3: 6,502 shares; 2025Q4: 5,885 shares; 2026Q1: 5,456 shares; 2026Q2: 4,085 shares 4,085 $461K 0.26% -1,371 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: 4,139 shares; 2024Q4: 3,610 shares; 2025Q1: 2,966 shares; 2025Q2: 2,969 shares; 2025Q3: 2,580 shares; 2025Q4: 2,831 shares; 2026Q1: 2,780 shares; 2026Q2: 2,765 shares 2,765 $458K 0.25% -15 Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,909 shares; 2026Q1: 16,492 shares; 2026Q2: 17,577 shares 17,577 $443K 0.25% +1,085 Timeline BSCV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,686 shares; 2025Q2: 12,883 shares; 2025Q3: 15,710 shares; 2025Q4: 17,453 shares; 2026Q1: 24,456 shares; 2026Q2: 26,263 shares 26,263 $430K 0.24% +1,807 Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,059 shares; 2025Q4: 3,448 shares; 2026Q1: 5,081 shares; 2026Q2: 5,583 shares 5,583 $427K 0.24% +502 Timeline HYFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,845 shares; 2024Q4: 11,464 shares; 2025Q1: 11,439 shares; 2025Q2: 11,439 shares; 2025Q3: 11,439 shares; 2025Q4: 11,439 shares; 2026Q1: 11,439 shares; 2026Q2: 11,439 shares 11,439 $427K 0.24% 0 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,692 shares; 2024Q4: 1,646 shares; 2025Q1: 1,614 shares; 2025Q2: 1,463 shares; 2025Q3: 1,347 shares; 2025Q4: 1,238 shares; 2026Q1: 1,175 shares; 2026Q2: 1,177 shares 1,177 $424K 0.24% +2 Timeline BYLD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 19,509 shares; 2025Q1: 19,174 shares; 2025Q2: 19,174 shares; 2025Q3: 19,161 shares; 2025Q4: 19,037 shares; 2026Q1: 18,451 shares; 2026Q2: 18,451 shares 18,451 $418K 0.23% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 205 shares; 2026Q1: 270 shares; 2026Q2: 328 shares 328 $393K 0.22% +58 Timeline IBDY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,959 shares; 2026Q2: 15,237 shares 15,237 $392K 0.22% +278 Timeline ROAM 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,867 shares 10,867 $389K 0.22% new Timeline BSCW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,911 shares; 2025Q4: 12,309 shares; 2026Q1: 17,700 shares; 2026Q2: 18,902 shares 18,902 $388K 0.21% +1,202 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,234 shares; 2024Q4: 9,009 shares; 2025Q1: 9,009 shares; 2025Q2: 9,009 shares; 2025Q3: 9,009 shares; 2025Q4: 9,009 shares; 2026Q1: 9,009 shares; 2026Q2: 8,945 shares 8,945 $379K 0.21% -64 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 317 shares 317 $366K 0.2% new 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: 1,564 shares; 2024Q4: 1,482 shares; 2025Q1: 1,488 shares; 2025Q2: 1,649 shares; 2025Q3: 1,534 shares; 2025Q4: 1,441 shares; 2026Q1: 1,444 shares; 2026Q2: 1,447 shares 1,447 $364K 0.2% +3 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 566 shares; 2024Q4: 553 shares; 2025Q1: 557 shares; 2025Q2: 558 shares; 2025Q3: 570 shares; 2025Q4: 2,850 shares; 2026Q1: 3,369 shares; 2026Q2: 3,589 shares 3,589 $356K 0.2% +220 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: 2,041 shares; 2024Q4: 1,946 shares; 2025Q1: 2,085 shares; 2025Q2: 2,218 shares; 2025Q3: 2,687 shares; 2025Q4: 2,635 shares; 2026Q1: 2,556 shares; 2026Q2: 2,257 shares 2,257 $354K 0.2% -299 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 reported; 2024Q4: not reported; 2025Q1: 1,693 shares; 2025Q2: 1,909 shares; 2025Q3: 2,286 shares; 2025Q4: 1,550 shares; 2026Q1: 1,492 shares; 2026Q2: 1,477 shares 1,477 $351K 0.19% -15 Timeline JPSE 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: 14,865 shares; 2024Q4: 14,869 shares; 2025Q1: 14,537 shares; 2025Q2: 14,131 shares; 2025Q3: 12,136 shares; 2025Q4: 8,061 shares; 2026Q1: 6,301 shares; 2026Q2: 5,816 shares 5,816 $350K 0.19% -485 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 reported; 2024Q4: 4,009 shares; 2025Q1: 4,854 shares; 2025Q2: 5,106 shares; 2025Q3: 3,882 shares; 2025Q4: 4,502 shares; 2026Q1: 4,830 shares; 2026Q2: 5,144 shares 5,144 $345K 0.19% +314 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,069 shares; 2026Q2: 5,175 shares 5,175 $344K 0.19% +1,106 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: 1,680 shares; 2024Q4: 1,603 shares; 2025Q1: 1,945 shares; 2025Q2: 1,930 shares; 2025Q3: 1,623 shares; 2025Q4: 1,409 shares; 2026Q1: 1,245 shares; 2026Q2: 4,256 shares 4,256 $343K 0.19% +3,011 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,333 shares 1,333 $339K 0.19% new Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,557 shares; 2024Q4: 6,667 shares; 2025Q1: 6,678 shares; 2025Q2: 6,688 shares; 2025Q3: 6,697 shares; 2025Q4: 6,665 shares; 2026Q1: 6,849 shares; 2026Q2: 6,859 shares 6,859 $330K 0.18% +10 Timeline JPST 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: 11,566 shares; 2024Q4: 11,628 shares; 2025Q1: 11,701 shares; 2025Q2: 12,375 shares; 2025Q3: 11,057 shares; 2025Q4: 9,651 shares; 2026Q1: 6,711 shares; 2026Q2: 6,508 shares 6,508 $329K 0.18% -203 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 991 shares; 2025Q3: 991 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 955 shares 955 $326K 0.18% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,076 shares 1,076 $323K 0.18% new Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,359 shares 5,359 $323K 0.18% new Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,728 shares; 2025Q2: 2,731 shares; 2025Q3: 2,584 shares; 2025Q4: 3,819 shares; 2026Q1: 4,034 shares; 2026Q2: 4,012 shares 4,012 $316K 0.18% -22 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,240 shares; 2025Q1: 1,375 shares; 2025Q2: 1,381 shares; 2025Q3: 1,384 shares; 2025Q4: 1,374 shares; 2026Q1: 1,368 shares; 2026Q2: 1,299 shares 1,299 $315K 0.17% -69 Timeline PWV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,087 shares 4,087 $310K 0.17% new 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: 5,090 shares; 2024Q4: 4,995 shares; 2025Q1: 4,864 shares; 2025Q2: 5,256 shares; 2025Q3: 5,224 shares; 2025Q4: 4,864 shares; 2026Q1: 2,981 shares; 2026Q2: 2,713 shares 2,713 $307K 0.17% -268 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,975 shares 2,975 $304K 0.17% new Timeline SMDV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,939 shares 3,939 $303K 0.17% new Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,810 shares; 2025Q4: 4,932 shares; 2026Q1: 4,372 shares; 2026Q2: 5,486 shares 5,486 $300K 0.17% +1,114 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 683 shares; 2025Q3: 720 shares; 2025Q4: 721 shares; 2026Q1: 935 shares; 2026Q2: 867 shares 867 $293K 0.16% -68 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,754 shares; 2024Q4: 1,483 shares; 2025Q1: 1,421 shares; 2025Q2: 1,353 shares; 2025Q3: 1,255 shares; 2025Q4: 1,215 shares; 2026Q1: 758 shares; 2026Q2: 735 shares 735 $291K 0.16% -23 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 642 shares; 2024Q4: 642 shares; 2025Q1: 665 shares; 2025Q2: 665 shares; 2025Q3: 665 shares; 2025Q4: 665 shares; 2026Q1: 653 shares; 2026Q2: 653 shares 653 $291K 0.16% 0 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,116 shares 1,116 $291K 0.16% new 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: 2,432 shares; 2024Q4: 2,530 shares; 2025Q1: 2,463 shares; 2025Q2: 2,463 shares; 2025Q3: 2,453 shares; 2025Q4: 2,453 shares; 2026Q1: 2,357 shares; 2026Q2: 2,273 shares 2,273 $287K 0.16% -84 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,010 shares 1,010 $284K 0.16% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,812 shares; 2026Q2: 2,010 shares 2,010 $276K 0.15% +198 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 160 shares; 2024Q4: 160 shares; 2025Q1: 160 shares; 2025Q2: 160 shares; 2025Q3: 160 shares; 2025Q4: 159 shares; 2026Q1: 159 shares; 2026Q2: 154 shares 154 $261K 0.14% -5 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,397 shares; 2024Q4: 1,397 shares; 2025Q1: 1,177 shares; 2025Q2: 1,122 shares; 2025Q3: 1,097 shares; 2025Q4: 1,059 shares; 2026Q1: not reported; 2026Q2: 1,044 shares 1,044 $261K 0.14% new 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: 3,888 shares; 2024Q4: 4,364 shares; 2025Q1: 5,524 shares; 2025Q2: 6,390 shares; 2025Q3: 6,486 shares; 2025Q4: 9,820 shares; 2026Q1: 6,190 shares; 2026Q2: 5,717 shares 5,717 $259K 0.14% -473 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,885 shares; 2024Q4: 13,406 shares; 2025Q1: 12,945 shares; 2025Q2: 12,638 shares; 2025Q3: 8,911 shares; 2025Q4: 4,371 shares; 2026Q1: 3,717 shares; 2026Q2: 2,695 shares 2,695 $258K 0.14% -1,022 Timeline IBDZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,500 shares; 2026Q2: 9,747 shares 9,747 $254K 0.14% +247 Timeline BBLU 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,993 shares; 2026Q1: 15,432 shares; 2026Q2: 15,231 shares 15,231 $251K 0.14% -201 Timeline HAWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,082 shares; 2024Q4: 6,312 shares; 2025Q1: 6,703 shares; 2025Q2: 7,911 shares; 2025Q3: 8,280 shares; 2025Q4: 8,338 shares; 2026Q1: 6,848 shares; 2026Q2: 5,358 shares 5,358 $249K 0.14% -1,490 Timeline BSCX INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,966 shares; 2026Q2: 11,815 shares 11,815 $249K 0.14% +1,849 Timeline FSTA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,730 shares 4,730 $249K 0.14% new Timeline EQIN COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,217 shares; 2024Q4: 25,814 shares; 2025Q1: 25,415 shares; 2025Q2: 26,021 shares; 2025Q3: 20,995 shares; 2025Q4: 11,573 shares; 2026Q1: 8,915 shares; 2026Q2: 4,829 shares 4,829 $248K 0.14% -4,086 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 819 shares 819 $247K 0.14% new Timeline VFH 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: 5,622 shares; 2024Q4: 4,054 shares; 2025Q1: 3,815 shares; 2025Q2: 3,798 shares; 2025Q3: 3,650 shares; 2025Q4: 3,110 shares; 2026Q1: 1,905 shares; 2026Q2: 1,874 shares 1,874 $247K 0.14% -31 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,807 shares 3,807 $246K 0.14% new Timeline VHT 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: 2,256 shares; 2024Q4: 1,644 shares; 2025Q1: 1,562 shares; 2025Q2: 1,566 shares; 2025Q3: 1,336 shares; 2025Q4: 1,194 shares; 2026Q1: 810 shares; 2026Q2: 812 shares 812 $243K 0.13% +2 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,412 shares; 2024Q4: 1,390 shares; 2025Q1: 1,476 shares; 2025Q2: 1,453 shares; 2025Q3: 1,454 shares; 2025Q4: 1,331 shares; 2026Q1: 1,296 shares; 2026Q2: 1,181 shares 1,181 $242K 0.13% -115 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 995 shares; 2025Q3: 1,006 shares; 2025Q4: 1,010 shares; 2026Q1: 1,010 shares; 2026Q2: 1,017 shares 1,017 $241K 0.13% +7 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,246 shares; 2025Q2: 1,213 shares; 2025Q3: 1,271 shares; 2025Q4: 1,223 shares; 2026Q1: 1,113 shares; 2026Q2: 781 shares 781 $237K 0.13% -332 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 619 shares; 2025Q4: 603 shares; 2026Q1: 597 shares; 2026Q2: 662 shares 662 $235K 0.13% +65 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 533 shares 533 $231K 0.13% new Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,389 shares 3,389 $231K 0.13% new Timeline CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,657 shares 5,657 $230K 0.13% new Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,120 shares; 2025Q1: not reported; 2025Q2: 4,120 shares; 2025Q3: 3,630 shares; 2025Q4: 3,630 shares; 2026Q1: not reported; 2026Q2: 3,755 shares 3,755 $230K 0.13% new Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,107 shares 1,107 $228K 0.13% new Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,393 shares; 2024Q4: 2,280 shares; 2025Q1: 2,161 shares; 2025Q2: 1,582 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,511 shares 2,511 $228K 0.13% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,099 shares; 2026Q2: 5,542 shares 5,542 $227K 0.13% +443 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: 10,345 shares; 2024Q4: 6,676 shares; 2025Q1: 3,799 shares; 2025Q2: 3,506 shares; 2025Q3: 3,278 shares; 2025Q4: 2,317 shares; 2026Q1: not reported; 2026Q2: 1,938 shares 1,938 $227K 0.13% new 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: 621 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 694 shares; 2026Q1: 650 shares; 2026Q2: 617 shares 617 $223K 0.12% -33 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: 667 shares; 2024Q4: 495 shares; 2025Q1: 495 shares; 2025Q2: 495 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 350 shares 350 $222K 0.12% new 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: 1,715 shares; 2024Q4: not reported; 2025Q1: 1,837 shares; 2025Q2: 1,807 shares; 2025Q3: 1,538 shares; 2025Q4: 1,239 shares; 2026Q1: 1,163 shares; 2026Q2: 1,164 shares 1,164 $221K 0.12% +1 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 823 shares; 2026Q2: 823 shares 823 $221K 0.12% 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,822 shares 2,822 $218K 0.12% new Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,022 shares; 2024Q4: 2,485 shares; 2025Q1: 2,396 shares; 2025Q2: 2,344 shares; 2025Q3: 2,321 shares; 2025Q4: 2,319 shares; 2026Q1: 2,292 shares; 2026Q2: 2,247 shares 2,247 $216K 0.12% -45 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 300 shares 300 $214K 0.12% new Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,566 shares 2,566 $213K 0.12% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 530 shares 530 $210K 0.12% new Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,711 shares 3,711 $208K 0.12% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,398 shares 1,398 $207K 0.11% new 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: 1,390 shares; 2024Q4: 1,344 shares; 2025Q1: 1,336 shares; 2025Q2: 1,339 shares; 2025Q3: 1,330 shares; 2025Q4: 1,433 shares; 2026Q1: 1,409 shares; 2026Q2: 1,412 shares 1,412 $207K 0.11% +3 Timeline JQUA 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: 4,216 shares; 2024Q4: 3,974 shares; 2025Q1: 4,035 shares; 2025Q2: 4,263 shares; 2025Q3: 4,594 shares; 2025Q4: 4,293 shares; 2026Q1: 3,654 shares; 2026Q2: 2,835 shares 2,835 $205K 0.11% -819 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 210 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 220 shares; 2026Q2: 219 shares 219 $205K 0.11% -1 Timeline FENY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,733 shares; 2026Q2: 6,928 shares 6,928 $205K 0.11% +195 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: 470 shares; 2024Q4: 412 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 481 shares 481 $200K 0.11% new 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: 16,362 shares; 2024Q4: 16,362 shares; 2025Q1: 16,362 shares; 2025Q2: 16,362 shares; 2025Q3: 15,961 shares; 2025Q4: 15,961 shares; 2026Q1: 13,546 shares; 2026Q2: 11,050 shares 11,050 $94.1K 0.05% -2,496 Timeline