IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 135,316 shares; 2024Q4: 131,903 shares; 2025Q1: 130,756 shares; 2025Q2: 112,526 shares; 2025Q3: 118,892 shares; 2025Q4: 124,234 shares; 2026Q1: 135,286 shares; 2026Q2: 168,826 shares 168,826 $126M 6.57% +33,540 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: 63,363 shares; 2024Q4: 64,741 shares; 2025Q1: 61,595 shares; 2025Q2: 61,997 shares; 2025Q3: 62,938 shares; 2025Q4: 55,585 shares; 2026Q1: 54,916 shares; 2026Q2: 57,047 shares 57,047 $42M 2.18% +2,131 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: 134,109 shares; 2024Q4: 128,491 shares; 2025Q1: 123,901 shares; 2025Q2: 124,099 shares; 2025Q3: 127,944 shares; 2025Q4: 127,471 shares; 2026Q1: 127,198 shares; 2026Q2: 125,654 shares 125,654 $36.4M 1.89% -1,544 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: 40,923 shares; 2024Q4: 41,876 shares; 2025Q1: 46,314 shares; 2025Q2: 45,958 shares; 2025Q3: 47,459 shares; 2025Q4: 48,061 shares; 2026Q1: 46,742 shares; 2026Q2: 47,879 shares 47,879 $35.8M 1.86% +1,137 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: 468,091 shares; 2024Q4: 430,820 shares; 2025Q1: 438,552 shares; 2025Q2: 426,073 shares; 2025Q3: 388,894 shares; 2025Q4: 448,866 shares; 2026Q1: 492,806 shares; 2026Q2: 699,010 shares 699,010 $32.3M 1.68% +206,204 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: 238,003 shares; 2024Q4: 783,827 shares; 2025Q1: 963,901 shares; 2025Q2: 996,545 shares; 2025Q3: 1,003,845 shares; 2025Q4: 966,159 shares; 2026Q1: 908,819 shares; 2026Q2: 906,142 shares 906,142 $28.7M 1.49% -2,677 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 196,051 shares; 2024Q4: 206,272 shares; 2025Q1: 206,168 shares; 2025Q2: 209,214 shares; 2025Q3: 224,987 shares; 2025Q4: 233,348 shares; 2026Q1: 244,646 shares; 2026Q2: 255,073 shares 255,073 $27.8M 1.45% +10,427 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: 120,042 shares; 2024Q4: 117,684 shares; 2025Q1: 135,864 shares; 2025Q2: 115,428 shares; 2025Q3: 125,238 shares; 2025Q4: 133,510 shares; 2026Q1: 133,066 shares; 2026Q2: 136,901 shares 136,901 $27.4M 1.42% +3,835 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: 231,143 shares; 2024Q4: 245,757 shares; 2025Q1: 257,687 shares; 2025Q2: 258,284 shares; 2025Q3: 262,228 shares; 2025Q4: 267,350 shares; 2026Q1: 271,862 shares; 2026Q2: 284,367 shares 284,367 $26.7M 1.39% +12,505 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: 49,795 shares; 2024Q4: 45,110 shares; 2025Q1: 46,485 shares; 2025Q2: 47,459 shares; 2025Q3: 48,750 shares; 2025Q4: 50,018 shares; 2026Q1: 52,839 shares; 2026Q2: 307,894 shares 307,894 $26.5M 1.38% +255,055 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: 139,320 shares; 2024Q4: 133,491 shares; 2025Q1: 139,313 shares; 2025Q2: 130,213 shares; 2025Q3: 132,269 shares; 2025Q4: 155,694 shares; 2026Q1: 168,925 shares; 2026Q2: 170,924 shares 170,924 $23.5M 1.22% +1,999 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: 60,407 shares; 2024Q4: 56,547 shares; 2025Q1: 47,190 shares; 2025Q2: 51,573 shares; 2025Q3: 52,890 shares; 2025Q4: 54,544 shares; 2026Q1: 60,289 shares; 2026Q2: 61,204 shares 61,204 $22.8M 1.19% +915 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: 276,237 shares; 2024Q4: 297,565 shares; 2025Q1: 286,251 shares; 2025Q2: 281,192 shares; 2025Q3: 292,705 shares; 2025Q4: 323,750 shares; 2026Q1: 312,947 shares; 2026Q2: 315,638 shares 315,638 $22.5M 1.17% +2,691 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: 204,944 shares; 2024Q4: 195,428 shares; 2025Q1: 203,651 shares; 2025Q2: 216,509 shares; 2025Q3: 271,449 shares; 2025Q4: 326,791 shares; 2026Q1: 285,180 shares; 2026Q2: 296,824 shares 296,824 $20.2M 1.05% +11,644 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: 115,814 shares; 2024Q4: 121,813 shares; 2025Q1: 122,998 shares; 2025Q2: 120,471 shares; 2025Q3: 119,094 shares; 2025Q4: 122,206 shares; 2026Q1: 122,203 shares; 2026Q2: 124,445 shares 124,445 $18.5M 0.96% +2,242 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: 32,485 shares; 2024Q4: 32,816 shares; 2025Q1: 48,275 shares; 2025Q2: 56,553 shares; 2025Q3: 62,201 shares; 2025Q4: 101,961 shares; 2026Q1: 94,899 shares; 2026Q2: 80,376 shares 80,376 $18.3M 0.95% -14,523 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: 111,747 shares; 2024Q4: 114,779 shares; 2025Q1: 77,877 shares; 2025Q2: 78,719 shares; 2025Q3: 71,075 shares; 2025Q4: 72,387 shares; 2026Q1: 71,921 shares; 2026Q2: 69,318 shares 69,318 $17.4M 0.91% -2,603 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: 91,431 shares; 2024Q4: 90,923 shares; 2025Q1: 69,895 shares; 2025Q2: 71,048 shares; 2025Q3: 71,870 shares; 2025Q4: 71,766 shares; 2026Q1: 69,190 shares; 2026Q2: 65,349 shares 65,349 $16.6M 0.86% -3,841 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: 29,949 shares; 2024Q4: 30,780 shares; 2025Q1: 32,699 shares; 2025Q2: 32,937 shares; 2025Q3: 36,087 shares; 2025Q4: 40,111 shares; 2026Q1: 41,589 shares; 2026Q2: 44,510 shares 44,510 $16.5M 0.86% +2,921 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: 115,457 shares; 2024Q4: 104,970 shares; 2025Q1: 112,940 shares; 2025Q2: 124,634 shares; 2025Q3: 140,512 shares; 2025Q4: 156,526 shares; 2026Q1: 165,885 shares; 2026Q2: 163,424 shares 163,424 $15.8M 0.82% -2,461 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: 39,992 shares; 2024Q4: 39,278 shares; 2025Q1: 79,190 shares; 2025Q2: 150,184 shares; 2025Q3: 184,166 shares; 2025Q4: 273,820 shares; 2026Q1: 253,252 shares; 2026Q2: 185,137 shares 185,137 $15.3M 0.8% -68,115 Timeline PWB 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: 81,431 shares; 2024Q4: 85,511 shares; 2025Q1: 87,519 shares; 2025Q2: 87,869 shares; 2025Q3: 87,484 shares; 2025Q4: 87,673 shares; 2026Q1: 86,807 shares; 2026Q2: 87,023 shares 87,023 $14.7M 0.76% +216 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: 185,649 shares; 2024Q4: 191,100 shares; 2025Q1: 216,917 shares; 2025Q2: 220,924 shares; 2025Q3: 226,705 shares; 2025Q4: 241,840 shares; 2026Q1: 236,054 shares; 2026Q2: 244,178 shares 244,178 $14.6M 0.76% +8,124 Timeline VYMI 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: 50,026 shares; 2024Q4: 45,240 shares; 2025Q1: 117,270 shares; 2025Q2: 120,133 shares; 2025Q3: 148,585 shares; 2025Q4: 159,714 shares; 2026Q1: 151,870 shares; 2026Q2: 146,556 shares 146,556 $14.4M 0.75% -5,314 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: 150,684 shares; 2024Q4: 158,948 shares; 2025Q1: 165,535 shares; 2025Q2: 166,463 shares; 2025Q3: 166,524 shares; 2025Q4: 169,429 shares; 2026Q1: 173,870 shares; 2026Q2: 173,447 shares 173,447 $13.2M 0.68% -423 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: 69,085 shares; 2024Q4: 68,460 shares; 2025Q1: 53,459 shares; 2025Q2: 54,145 shares; 2025Q3: 56,453 shares; 2025Q4: 58,526 shares; 2026Q1: 57,460 shares; 2026Q2: 54,452 shares 54,452 $12.9M 0.67% -3,008 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: 3,330 shares; 2024Q4: 18,715 shares; 2025Q1: 16,588 shares; 2025Q2: 16,339 shares; 2025Q3: 20,854 shares; 2025Q4: 35,755 shares; 2026Q1: 38,459 shares; 2026Q2: 36,766 shares 36,766 $12.6M 0.65% -1,693 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 176,627 shares; 2024Q4: 223,498 shares; 2025Q1: 247,706 shares; 2025Q2: 262,842 shares; 2025Q3: 284,167 shares; 2025Q4: 296,543 shares; 2026Q1: 315,475 shares; 2026Q2: 335,642 shares 335,642 $12.3M 0.64% +20,167 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 131,895 shares; 2024Q4: 126,674 shares; 2025Q1: 107,259 shares; 2025Q2: 103,595 shares; 2025Q3: 99,965 shares; 2025Q4: 95,434 shares; 2026Q1: 81,641 shares; 2026Q2: 82,281 shares 82,281 $11.7M 0.61% +640 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: 75,768 shares; 2024Q4: 83,692 shares; 2025Q1: 81,515 shares; 2025Q2: 80,020 shares; 2025Q3: 85,924 shares; 2025Q4: 94,332 shares; 2026Q1: 103,778 shares; 2026Q2: 106,890 shares 106,890 $11.5M 0.6% +3,112 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: 86,835 shares; 2024Q4: 98,168 shares; 2025Q1: 58,604 shares; 2025Q2: 50,114 shares; 2025Q3: 13,557 shares; 2025Q4: 7,684 shares; 2026Q1: 82,172 shares; 2026Q2: 89,583 shares 89,583 $11.1M 0.58% +7,411 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,734 shares; 2024Q4: 14,605 shares; 2025Q1: 15,369 shares; 2025Q2: 16,156 shares; 2025Q3: 18,228 shares; 2025Q4: 15,369 shares; 2026Q1: 15,523 shares; 2026Q2: 16,017 shares 16,017 $11M 0.57% +494 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: 111,707 shares; 2024Q4: 122,613 shares; 2025Q1: 129,153 shares; 2025Q2: 131,708 shares; 2025Q3: 133,371 shares; 2025Q4: 135,666 shares; 2026Q1: 137,150 shares; 2026Q2: 142,748 shares 142,748 $10.8M 0.56% +5,598 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: 255,059 shares; 2024Q4: 142,562 shares; 2025Q1: 146,578 shares; 2025Q2: 148,294 shares; 2025Q3: 152,594 shares; 2025Q4: 157,504 shares; 2026Q1: 413,334 shares; 2026Q2: 471,560 shares 471,560 $10.7M 0.56% +58,226 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: 52,671 shares; 2024Q4: 44,162 shares; 2025Q1: 35,815 shares; 2025Q2: 37,193 shares; 2025Q3: 39,359 shares; 2025Q4: 38,736 shares; 2026Q1: 40,300 shares; 2026Q2: 44,748 shares 44,748 $10.7M 0.55% +4,448 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: 171,798 shares; 2024Q4: 176,715 shares; 2025Q1: 144,524 shares; 2025Q2: 152,687 shares; 2025Q3: 145,656 shares; 2025Q4: 150,810 shares; 2026Q1: 148,761 shares; 2026Q2: 146,676 shares 146,676 $10.6M 0.55% -2,085 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 71,624 shares; 2025Q3: 178,110 shares; 2025Q4: 234,591 shares; 2026Q1: 247,412 shares; 2026Q2: 197,643 shares 197,643 $10.4M 0.54% -49,769 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: 96,715 shares; 2024Q4: 97,273 shares; 2025Q1: 72,726 shares; 2025Q2: 74,246 shares; 2025Q3: 73,493 shares; 2025Q4: 73,835 shares; 2026Q1: 73,903 shares; 2026Q2: 70,664 shares 70,664 $10.4M 0.54% -3,239 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: 57,724 shares; 2024Q4: 70,323 shares; 2025Q1: 49,974 shares; 2025Q2: 54,006 shares; 2025Q3: 55,617 shares; 2025Q4: 60,911 shares; 2026Q1: 65,106 shares; 2026Q2: 62,380 shares 62,380 $10.3M 0.54% -2,726 Timeline PRFZ 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: 140,491 shares; 2024Q4: 149,618 shares; 2025Q1: 163,302 shares; 2025Q2: 167,645 shares; 2025Q3: 170,909 shares; 2025Q4: 173,892 shares; 2026Q1: 174,947 shares; 2026Q2: 179,531 shares 179,531 $10M 0.52% +4,584 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: 165,106 shares; 2024Q4: 166,008 shares; 2025Q1: 122,658 shares; 2025Q2: 120,911 shares; 2025Q3: 122,449 shares; 2025Q4: 125,416 shares; 2026Q1: 148,044 shares; 2026Q2: 144,108 shares 144,108 $9.86M 0.51% -3,936 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,112 shares; 2024Q4: 40,561 shares; 2025Q1: 40,548 shares; 2025Q2: 40,892 shares; 2025Q3: 45,465 shares; 2025Q4: 48,216 shares; 2026Q1: 49,413 shares; 2026Q2: 49,374 shares 49,374 $9.76M 0.51% -39 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: 17,629 shares; 2024Q4: 20,498 shares; 2025Q1: 13,757 shares; 2025Q2: 15,850 shares; 2025Q3: 25,935 shares; 2025Q4: 55,966 shares; 2026Q1: 57,411 shares; 2026Q2: 51,191 shares 51,191 $9.75M 0.51% -6,220 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: 87,790 shares; 2024Q4: 85,984 shares; 2025Q1: 62,552 shares; 2025Q2: 63,706 shares; 2025Q3: 67,882 shares; 2025Q4: 69,720 shares; 2026Q1: 70,041 shares; 2026Q2: 66,586 shares 66,586 $9.53M 0.5% -3,455 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: 249,868 shares; 2024Q4: 249,541 shares; 2025Q1: 204,258 shares; 2025Q2: 172,388 shares; 2025Q3: 187,300 shares; 2025Q4: 209,578 shares; 2026Q1: 227,786 shares; 2026Q2: 220,491 shares 220,491 $9.34M 0.48% -7,295 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: 22,208 shares; 2024Q4: 22,693 shares; 2025Q1: 20,791 shares; 2025Q2: 23,128 shares; 2025Q3: 29,835 shares; 2025Q4: 32,644 shares; 2026Q1: 34,581 shares; 2026Q2: 32,809 shares 32,809 $9.23M 0.48% -1,772 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: 319,232 shares; 2024Q4: 314,925 shares; 2025Q1: 288,575 shares; 2025Q2: 313,582 shares; 2025Q3: 349,934 shares; 2025Q4: 366,533 shares; 2026Q1: 387,317 shares; 2026Q2: 378,806 shares 378,806 $9.12M 0.47% -8,511 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: 26,109 shares; 2024Q4: 26,182 shares; 2025Q1: 26,613 shares; 2025Q2: 26,584 shares; 2025Q3: 26,431 shares; 2025Q4: 26,846 shares; 2026Q1: 28,451 shares; 2026Q2: 28,634 shares 28,634 $8.77M 0.46% +183 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: 85,557 shares; 2024Q4: 81,600 shares; 2025Q1: 62,037 shares; 2025Q2: 63,405 shares; 2025Q3: 68,644 shares; 2025Q4: 81,104 shares; 2026Q1: 80,203 shares; 2026Q2: 76,908 shares 76,908 $8.71M 0.45% -3,295 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: 27,953 shares; 2024Q4: 23,899 shares; 2025Q1: 20,686 shares; 2025Q2: 18,769 shares; 2025Q3: 21,301 shares; 2025Q4: 22,652 shares; 2026Q1: 23,870 shares; 2026Q2: 24,021 shares 24,021 $8.58M 0.45% +151 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: 72,941 shares; 2024Q4: 84,802 shares; 2025Q1: 71,054 shares; 2025Q2: 70,629 shares; 2025Q3: 71,955 shares; 2025Q4: 76,842 shares; 2026Q1: 77,886 shares; 2026Q2: 90,635 shares 90,635 $8.57M 0.45% +12,749 Timeline GTO 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: 139,917 shares; 2024Q4: 147,525 shares; 2025Q1: 150,431 shares; 2025Q2: 154,613 shares; 2025Q3: 158,158 shares; 2025Q4: 163,973 shares; 2026Q1: 170,782 shares; 2026Q2: 181,605 shares 181,605 $8.51M 0.44% +10,823 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 reported; 2024Q4: 4,170 shares; 2025Q1: not reported; 2025Q2: 22,372 shares; 2025Q3: 47,704 shares; 2025Q4: 101,524 shares; 2026Q1: 99,038 shares; 2026Q2: 96,590 shares 96,590 $8.49M 0.44% -2,448 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: 78,855 shares; 2024Q4: 79,467 shares; 2025Q1: 79,241 shares; 2025Q2: 79,224 shares; 2025Q3: 85,742 shares; 2025Q4: 86,276 shares; 2026Q1: 102,589 shares; 2026Q2: 105,018 shares 105,018 $8.18M 0.43% +2,429 Timeline BDYN 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: 240,104 shares; 2025Q4: 246,518 shares; 2026Q1: 263,044 shares; 2026Q2: 294,897 shares 294,897 $8.18M 0.42% +31,853 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: 90,662 shares; 2024Q4: 83,171 shares; 2025Q1: 73,318 shares; 2025Q2: 76,899 shares; 2025Q3: 95,288 shares; 2025Q4: 102,792 shares; 2026Q1: 104,842 shares; 2026Q2: 99,929 shares 99,929 $8.12M 0.42% -4,913 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 135,895 shares; 2026Q2: 156,435 shares 156,435 $7.88M 0.41% +20,540 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: 167,564 shares; 2024Q4: 178,050 shares; 2025Q1: 142,646 shares; 2025Q2: 216,033 shares; 2025Q3: 188,622 shares; 2025Q4: 196,879 shares; 2026Q1: 203,162 shares; 2026Q2: 98,986 shares 98,986 $7.58M 0.39% -104,176 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: 51,934 shares; 2024Q4: 41,150 shares; 2025Q1: 71,576 shares; 2025Q2: 71,356 shares; 2025Q3: 81,994 shares; 2025Q4: 67,286 shares; 2026Q1: 72,226 shares; 2026Q2: 76,418 shares 76,418 $7.56M 0.39% +4,192 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 113,557 shares; 2024Q4: 115,048 shares; 2025Q1: 90,638 shares; 2025Q2: 90,912 shares; 2025Q3: 90,872 shares; 2025Q4: 98,627 shares; 2026Q1: 101,511 shares; 2026Q2: 96,561 shares 96,561 $7.55M 0.39% -4,950 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: 72,960 shares; 2024Q4: 63,832 shares; 2025Q1: 66,118 shares; 2025Q2: 65,523 shares; 2025Q3: 66,089 shares; 2025Q4: 66,347 shares; 2026Q1: 72,163 shares; 2026Q2: 75,666 shares 75,666 $7.3M 0.38% +3,503 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 198,750 shares 198,750 $7.27M 0.38% new 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: 366,038 shares; 2024Q4: 358,353 shares; 2025Q1: 275,896 shares; 2025Q2: 286,447 shares; 2025Q3: 328,573 shares; 2025Q4: 345,921 shares; 2026Q1: 359,834 shares; 2026Q2: 348,962 shares 348,962 $7.22M 0.38% -10,872 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: 106,204 shares; 2024Q4: 100,528 shares; 2025Q1: 101,015 shares; 2025Q2: 108,523 shares; 2025Q3: 120,171 shares; 2025Q4: 100,928 shares; 2026Q1: 94,364 shares; 2026Q2: 93,526 shares 93,526 $7.21M 0.37% -838 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: 101,149 shares; 2024Q4: 80,175 shares; 2025Q1: 153,363 shares; 2025Q2: 147,569 shares; 2025Q3: 175,146 shares; 2025Q4: 168,623 shares; 2026Q1: 165,067 shares; 2026Q2: 152,773 shares 152,773 $6.98M 0.36% -12,294 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 335,811 shares; 2024Q4: 322,066 shares; 2025Q1: 413,352 shares; 2025Q2: 410,639 shares; 2025Q3: 231,569 shares; 2025Q4: 231,936 shares; 2026Q1: 240,717 shares; 2026Q2: 226,182 shares 226,182 $6.9M 0.36% -14,535 Timeline IDEF 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: 175,232 shares; 2026Q2: 215,719 shares 215,719 $6.86M 0.36% +40,487 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: 36,729 shares; 2024Q4: 37,764 shares; 2025Q1: 28,672 shares; 2025Q2: 27,898 shares; 2025Q3: 24,008 shares; 2025Q4: 18,301 shares; 2026Q1: 20,184 shares; 2026Q2: 19,164 shares 19,164 $6.77M 0.35% -1,020 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: 49,729 shares; 2024Q4: 141,829 shares; 2025Q1: 142,673 shares; 2025Q2: 167,913 shares; 2025Q3: 183,119 shares; 2025Q4: 198,680 shares; 2026Q1: 180,842 shares; 2026Q2: 198,873 shares 198,873 $6.73M 0.35% +18,031 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: 28,294 shares; 2024Q4: 26,485 shares; 2025Q1: 21,217 shares; 2025Q2: 30,897 shares; 2025Q3: 42,441 shares; 2025Q4: 44,227 shares; 2026Q1: 52,204 shares; 2026Q2: 48,600 shares 48,600 $6.64M 0.35% -3,604 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,283 shares; 2024Q4: 43,817 shares; 2025Q1: 29,718 shares; 2025Q2: 31,519 shares; 2025Q3: 35,629 shares; 2025Q4: 37,434 shares; 2026Q1: 38,253 shares; 2026Q2: 35,861 shares 35,861 $6.64M 0.34% -2,392 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: 50,875 shares; 2024Q4: 73,098 shares; 2025Q1: 75,888 shares; 2025Q2: 80,053 shares; 2025Q3: 111,585 shares; 2025Q4: 124,865 shares; 2026Q1: 116,941 shares; 2026Q2: 123,766 shares 123,766 $6.64M 0.34% +6,825 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: 72,888 shares; 2024Q4: 70,578 shares; 2025Q1: 56,970 shares; 2025Q2: 63,495 shares; 2025Q3: 70,969 shares; 2025Q4: 151,634 shares; 2026Q1: 155,783 shares; 2026Q2: 145,460 shares 145,460 $6.6M 0.34% -10,323 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: 14,852 shares; 2024Q4: 12,628 shares; 2025Q1: 11,875 shares; 2025Q2: 13,689 shares; 2025Q3: 13,510 shares; 2025Q4: 15,046 shares; 2026Q1: 14,962 shares; 2026Q2: 17,336 shares 17,336 $6.55M 0.34% +2,374 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,121 shares; 2024Q4: 24,553 shares; 2025Q1: 25,573 shares; 2025Q2: 25,873 shares; 2025Q3: 26,000 shares; 2025Q4: 25,740 shares; 2026Q1: 25,460 shares; 2026Q2: 24,265 shares 24,265 $6.42M 0.33% -1,195 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,219 shares; 2024Q4: 35,307 shares; 2025Q1: 57,214 shares; 2025Q2: 72,900 shares; 2025Q3: 86,460 shares; 2025Q4: 95,180 shares; 2026Q1: 82,747 shares; 2026Q2: 63,662 shares 63,662 $6.39M 0.33% -19,085 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: 18,341 shares; 2024Q4: 17,517 shares; 2025Q1: 16,940 shares; 2025Q2: 18,535 shares; 2025Q3: 19,028 shares; 2025Q4: 18,095 shares; 2026Q1: 17,756 shares; 2026Q2: 17,123 shares 17,123 $6.31M 0.33% -633 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: 10,421 shares; 2024Q4: 10,725 shares; 2025Q1: 16,490 shares; 2025Q2: 17,940 shares; 2025Q3: 21,767 shares; 2025Q4: 24,671 shares; 2026Q1: 25,006 shares; 2026Q2: 25,216 shares 25,216 $6.13M 0.32% +210 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: 96,589 shares; 2024Q4: 97,214 shares; 2025Q1: 66,409 shares; 2025Q2: 63,892 shares; 2025Q3: 60,387 shares; 2025Q4: 58,997 shares; 2026Q1: 56,110 shares; 2026Q2: 52,221 shares 52,221 $6.12M 0.32% -3,889 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 148,692 shares; 2025Q3: 158,684 shares; 2025Q4: 191,753 shares; 2026Q1: 212,391 shares; 2026Q2: 136,861 shares 136,861 $5.9M 0.31% -75,530 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: 28,853 shares; 2024Q4: 17,715 shares; 2025Q1: 99,704 shares; 2025Q2: 92,932 shares; 2025Q3: 109,724 shares; 2025Q4: 113,341 shares; 2026Q1: 106,954 shares; 2026Q2: 103,861 shares 103,861 $5.82M 0.3% -3,093 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: 21,703 shares; 2024Q4: 18,937 shares; 2025Q1: 14,543 shares; 2025Q2: 14,712 shares; 2025Q3: 14,753 shares; 2025Q4: 17,843 shares; 2026Q1: 17,584 shares; 2026Q2: 71,696 shares 71,696 $5.78M 0.3% +54,112 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: 34,289 shares; 2024Q4: 31,142 shares; 2025Q1: 24,745 shares; 2025Q2: 28,659 shares; 2025Q3: 42,375 shares; 2025Q4: 45,407 shares; 2026Q1: 46,557 shares; 2026Q2: 45,339 shares 45,339 $5.74M 0.3% -1,218 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: 22,220 shares; 2025Q4: 18,823 shares; 2026Q1: 34,726 shares; 2026Q2: 35,132 shares 35,132 $5.68M 0.29% +406 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: 28,478 shares; 2025Q1: 14,455 shares; 2025Q2: 13,275 shares; 2025Q3: 13,310 shares; 2025Q4: 12,647 shares; 2026Q1: 13,192 shares; 2026Q2: 12,758 shares 12,758 $5.53M 0.29% -434 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83,342 shares; 2024Q4: 88,980 shares; 2025Q1: 89,811 shares; 2025Q2: 90,920 shares; 2025Q3: 93,574 shares; 2025Q4: 98,057 shares; 2026Q1: 103,099 shares; 2026Q2: 107,071 shares 107,071 $5.47M 0.28% +3,972 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: 30,462 shares; 2024Q4: 30,310 shares; 2025Q1: 21,580 shares; 2025Q2: 20,125 shares; 2025Q3: 20,340 shares; 2025Q4: 20,788 shares; 2026Q1: 20,773 shares; 2026Q2: 20,090 shares 20,090 $5.43M 0.28% -683 Timeline ACIO ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31,350 shares; 2025Q4: 114,079 shares; 2026Q1: 117,486 shares; 2026Q2: 117,339 shares 117,339 $5.41M 0.28% -147 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 192,050 shares 192,050 $5.39M 0.28% new 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: 1,827 shares; 2024Q4: 2,090 shares; 2025Q1: not reported; 2025Q2: 8,357 shares; 2025Q3: 9,846 shares; 2025Q4: 9,762 shares; 2026Q1: 11,630 shares; 2026Q2: 11,182 shares 11,182 $5.34M 0.28% -448 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,319 shares; 2024Q4: 23,850 shares; 2025Q1: 22,847 shares; 2025Q2: 33,632 shares; 2025Q3: 69,243 shares; 2025Q4: 84,200 shares; 2026Q1: 100,055 shares; 2026Q2: 123,381 shares 123,381 $5.32M 0.28% +23,326 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: 103,032 shares; 2024Q4: 103,071 shares; 2025Q1: 69,125 shares; 2025Q2: 67,803 shares; 2025Q3: 66,602 shares; 2025Q4: 62,132 shares; 2026Q1: 64,820 shares; 2026Q2: 45,156 shares 45,156 $5.3M 0.28% -19,664 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: 6,022 shares; 2024Q4: 5,670 shares; 2025Q1: 5,526 shares; 2025Q2: 5,296 shares; 2025Q3: 5,327 shares; 2025Q4: 5,365 shares; 2026Q1: 6,710 shares; 2026Q2: 5,658 shares 5,658 $5.29M 0.27% -1,052 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: 16,461 shares; 2024Q4: 15,356 shares; 2025Q1: 13,227 shares; 2025Q2: 14,376 shares; 2025Q3: 15,056 shares; 2025Q4: 17,423 shares; 2026Q1: 17,259 shares; 2026Q2: 15,845 shares 15,845 $5.19M 0.27% -1,414 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: 4,588 shares; 2024Q4: 3,238 shares; 2025Q1: 2,386 shares; 2025Q2: 2,501 shares; 2025Q3: 2,750 shares; 2025Q4: 3,386 shares; 2026Q1: 3,710 shares; 2026Q2: 4,324 shares 4,324 $5.19M 0.27% +614 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: 17,245 shares; 2024Q4: 16,941 shares; 2025Q1: 9,614 shares; 2025Q2: 9,559 shares; 2025Q3: 9,995 shares; 2025Q4: 9,956 shares; 2026Q1: 10,164 shares; 2026Q2: 10,347 shares 10,347 $5.18M 0.27% +183 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,215 shares; 2024Q4: 51,242 shares; 2025Q1: 42,604 shares; 2025Q2: 42,455 shares; 2025Q3: 43,205 shares; 2025Q4: 42,371 shares; 2026Q1: 42,047 shares; 2026Q2: 39,445 shares 39,445 $5.15M 0.27% -2,602 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: 9,721 shares; 2024Q4: 6,453 shares; 2025Q1: 6,827 shares; 2025Q2: 7,575 shares; 2025Q3: 8,054 shares; 2025Q4: 7,876 shares; 2026Q1: 8,713 shares; 2026Q2: 8,812 shares 8,812 $5.12M 0.27% +99 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: 42,380 shares; 2024Q4: 45,607 shares; 2025Q1: 31,476 shares; 2025Q2: 31,815 shares; 2025Q3: 38,988 shares; 2025Q4: 85,577 shares; 2026Q1: 94,557 shares; 2026Q2: 92,183 shares 92,183 $4.9M 0.25% -2,374 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: 27,167 shares; 2024Q4: 27,566 shares; 2025Q1: 18,834 shares; 2025Q2: 19,011 shares; 2025Q3: 19,715 shares; 2025Q4: 20,835 shares; 2026Q1: 22,758 shares; 2026Q2: 21,939 shares 21,939 $4.89M 0.25% -819 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: 6,740 shares; 2024Q4: 4,866 shares; 2025Q1: 8,630 shares; 2025Q2: 11,117 shares; 2025Q3: 14,653 shares; 2025Q4: 17,674 shares; 2026Q1: 18,319 shares; 2026Q2: 26,130 shares 26,130 $4.84M 0.25% +7,811 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,840 shares; 2026Q1: 16,573 shares; 2026Q2: 15,892 shares 15,892 $4.81M 0.25% -681 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: 42,204 shares; 2024Q4: 40,844 shares; 2025Q1: 30,247 shares; 2025Q2: 30,412 shares; 2025Q3: 30,530 shares; 2025Q4: 33,249 shares; 2026Q1: 35,124 shares; 2026Q2: 35,115 shares 35,115 $4.8M 0.25% -9 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: not reported; 2024Q4: 84,363 shares; 2025Q1: 209,380 shares; 2025Q2: 210,904 shares; 2025Q3: 199,246 shares; 2025Q4: 189,138 shares; 2026Q1: 191,493 shares; 2026Q2: 185,621 shares 185,621 $4.75M 0.25% -5,872 Timeline FLTB 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: 75,042 shares; 2024Q4: 77,098 shares; 2025Q1: 76,908 shares; 2025Q2: 78,706 shares; 2025Q3: 80,948 shares; 2025Q4: 84,404 shares; 2026Q1: 87,579 shares; 2026Q2: 94,389 shares 94,389 $4.73M 0.25% +6,810 Timeline VSS 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: 20,108 shares; 2024Q4: 21,509 shares; 2025Q1: 22,157 shares; 2025Q2: 24,641 shares; 2025Q3: 28,105 shares; 2025Q4: 30,384 shares; 2026Q1: 30,961 shares; 2026Q2: 30,650 shares 30,650 $4.73M 0.25% -311 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: 6,735 shares; 2024Q4: 6,895 shares; 2025Q1: 5,245 shares; 2025Q2: 5,713 shares; 2025Q3: 7,111 shares; 2025Q4: 8,717 shares; 2026Q1: 8,720 shares; 2026Q2: 38,081 shares 38,081 $4.73M 0.25% +29,361 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,968 shares; 2024Q4: 39,862 shares; 2025Q1: 32,686 shares; 2025Q2: 30,996 shares; 2025Q3: 30,238 shares; 2025Q4: 28,811 shares; 2026Q1: 29,054 shares; 2026Q2: 28,279 shares 28,279 $4.66M 0.24% -775 Timeline IGSB 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: 96,342 shares; 2025Q4: 90,479 shares; 2026Q1: 90,769 shares; 2026Q2: 86,384 shares 86,384 $4.53M 0.24% -4,385 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: 9,990 shares; 2024Q4: 7,475 shares; 2025Q1: 6,304 shares; 2025Q2: 5,835 shares; 2025Q3: 9,846 shares; 2025Q4: 6,759 shares; 2026Q1: 6,902 shares; 2026Q2: 6,900 shares 6,900 $4.53M 0.24% -2 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,774 shares; 2024Q4: 16,534 shares; 2025Q1: 10,364 shares; 2025Q2: 9,689 shares; 2025Q3: 9,461 shares; 2025Q4: 13,742 shares; 2026Q1: 13,776 shares; 2026Q2: 13,515 shares 13,515 $4.5M 0.23% -261 Timeline VWOB 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: 50,024 shares; 2024Q4: 53,813 shares; 2025Q1: 57,302 shares; 2025Q2: 56,920 shares; 2025Q3: 60,192 shares; 2025Q4: 62,583 shares; 2026Q1: 63,860 shares; 2026Q2: 66,029 shares 66,029 $4.44M 0.23% +2,169 Timeline LZB LA Z BOY INC More: the full row for LA Z BOY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 109,856 shares; 2024Q4: 109,856 shares; 2025Q1: 109,856 shares; 2025Q2: 109,856 shares; 2025Q3: 109,856 shares; 2025Q4: 109,856 shares; 2026Q1: 109,856 shares; 2026Q2: 109,856 shares 109,856 $4.41M 0.23% 0 Timeline BDVL 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: 156,114 shares; 2025Q4: 162,642 shares; 2026Q1: 160,011 shares; 2026Q2: 167,905 shares 167,905 $4.36M 0.23% +7,894 Timeline FYX 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: 30,331 shares; 2024Q4: 30,741 shares; 2025Q1: 31,781 shares; 2025Q2: 30,921 shares; 2025Q3: 30,595 shares; 2025Q4: 30,516 shares; 2026Q1: 30,518 shares; 2026Q2: 29,983 shares 29,983 $4.33M 0.22% -535 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: 59,923 shares; 2024Q4: 99,287 shares; 2025Q1: 72,401 shares; 2025Q2: 89,013 shares; 2025Q3: 87,864 shares; 2025Q4: 91,987 shares; 2026Q1: 93,289 shares; 2026Q2: 93,060 shares 93,060 $4.33M 0.22% -229 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 85,972 shares 85,972 $4.32M 0.22% new 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: 38,759 shares; 2024Q4: 37,577 shares; 2025Q1: 38,036 shares; 2025Q2: 38,573 shares; 2025Q3: 40,634 shares; 2025Q4: 41,953 shares; 2026Q1: 42,582 shares; 2026Q2: 44,117 shares 44,117 $4.25M 0.22% +1,535 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,910 shares; 2024Q4: 23,434 shares; 2025Q1: 23,475 shares; 2025Q2: 23,274 shares; 2025Q3: 22,964 shares; 2025Q4: 21,663 shares; 2026Q1: 21,664 shares; 2026Q2: 21,112 shares 21,112 $4.22M 0.22% -552 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,595 shares; 2024Q4: 9,444 shares; 2025Q1: 11,164 shares; 2025Q2: 20,689 shares; 2025Q3: 27,121 shares; 2025Q4: 48,921 shares; 2026Q1: 47,403 shares; 2026Q2: 49,029 shares 49,029 $4.19M 0.22% +1,626 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: 9,202 shares; 2024Q4: 9,148 shares; 2025Q1: 19,726 shares; 2025Q2: 25,379 shares; 2025Q3: 44,978 shares; 2025Q4: 50,412 shares; 2026Q1: 11,540 shares; 2026Q2: 11,439 shares 11,439 $4.19M 0.22% -101 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY 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: 10,838 shares; 2025Q4: 11,239 shares; 2026Q1: 11,276 shares; 2026Q2: 10,821 shares 10,821 $4.18M 0.22% -455 Timeline FAUG 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: 147,045 shares; 2024Q4: 124,945 shares; 2025Q1: 111,810 shares; 2025Q2: 104,362 shares; 2025Q3: 97,800 shares; 2025Q4: 91,315 shares; 2026Q1: 81,790 shares; 2026Q2: 73,340 shares 73,340 $4.14M 0.22% -8,450 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,608 shares; 2024Q4: 18,282 shares; 2025Q1: 18,106 shares; 2025Q2: 18,154 shares; 2025Q3: 17,348 shares; 2025Q4: 17,005 shares; 2026Q1: 16,607 shares; 2026Q2: 16,814 shares 16,814 $4.14M 0.22% +207 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: 29,071 shares; 2024Q4: 28,116 shares; 2025Q1: 21,279 shares; 2025Q2: 21,215 shares; 2025Q3: 27,201 shares; 2025Q4: 28,819 shares; 2026Q1: 30,486 shares; 2026Q2: 30,450 shares 30,450 $4.12M 0.21% -36 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: 15,922 shares; 2024Q4: 15,863 shares; 2025Q1: 15,228 shares; 2025Q2: 14,134 shares; 2025Q3: 14,294 shares; 2025Q4: 15,372 shares; 2026Q1: 21,117 shares; 2026Q2: 25,908 shares 25,908 $4.09M 0.21% +4,791 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: 94,005 shares; 2024Q4: 95,256 shares; 2025Q1: 94,610 shares; 2025Q2: 95,707 shares; 2025Q3: 72,509 shares; 2025Q4: 47,784 shares; 2026Q1: 51,549 shares; 2026Q2: 18,055 shares 18,055 $3.96M 0.21% -33,494 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: 18,159 shares; 2024Q4: 15,501 shares; 2025Q1: 13,478 shares; 2025Q2: 13,615 shares; 2025Q3: 11,300 shares; 2025Q4: 10,317 shares; 2026Q1: 13,071 shares; 2026Q2: 13,019 shares 13,019 $3.95M 0.21% -52 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: 39,198 shares; 2024Q4: 38,202 shares; 2025Q1: 39,529 shares; 2025Q2: 36,875 shares; 2025Q3: 15,930 shares; 2025Q4: 15,451 shares; 2026Q1: 15,259 shares; 2026Q2: 15,520 shares 15,520 $3.91M 0.2% +261 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: 103,752 shares; 2024Q4: 107,294 shares; 2025Q1: 109,808 shares; 2025Q2: 112,935 shares; 2025Q3: 244,429 shares; 2025Q4: 160,830 shares; 2026Q1: 152,257 shares; 2026Q2: 155,792 shares 155,792 $3.91M 0.2% +3,535 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 173,080 shares; 2025Q3: 130,226 shares; 2025Q4: 108,932 shares; 2026Q1: 109,278 shares; 2026Q2: 105,879 shares 105,879 $3.89M 0.2% -3,399 Timeline DRSK ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 39,426 shares; 2025Q4: 126,236 shares; 2026Q1: 132,649 shares; 2026Q2: 133,212 shares 133,212 $3.83M 0.2% +563 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,212 shares; 2024Q4: 10,845 shares; 2025Q1: 5,136 shares; 2025Q2: 5,654 shares; 2025Q3: 20,413 shares; 2025Q4: 21,281 shares; 2026Q1: 21,515 shares; 2026Q2: 17,646 shares 17,646 $3.82M 0.2% -3,869 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,447 shares; 2024Q4: 2,696 shares; 2025Q1: 2,637 shares; 2025Q2: 4,007 shares; 2025Q3: 4,545 shares; 2025Q4: 5,222 shares; 2026Q1: 5,897 shares; 2026Q2: 6,668 shares 6,668 $3.76M 0.2% +771 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: 10,800 shares; 2024Q4: 22,340 shares; 2025Q1: 10,740 shares; 2025Q2: 11,415 shares; 2025Q3: 20,368 shares; 2025Q4: 27,505 shares; 2026Q1: 32,453 shares; 2026Q2: 32,568 shares 32,568 $3.74M 0.19% +115 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,631 shares; 2024Q4: 36,076 shares; 2025Q1: 29,534 shares; 2025Q2: 28,587 shares; 2025Q3: 31,753 shares; 2025Q4: 31,620 shares; 2026Q1: 29,345 shares; 2026Q2: 28,626 shares 28,626 $3.71M 0.19% -719 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: 21,013 shares; 2024Q4: 13,258 shares; 2025Q1: 14,137 shares; 2025Q2: 9,386 shares; 2025Q3: 10,698 shares; 2025Q4: 17,129 shares; 2026Q1: 18,478 shares; 2026Q2: 17,270 shares 17,270 $3.67M 0.19% -1,208 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: 71,491 shares; 2024Q4: 81,351 shares; 2025Q1: 61,680 shares; 2025Q2: 63,767 shares; 2025Q3: 80,732 shares; 2025Q4: 122,244 shares; 2026Q1: 112,480 shares; 2026Q2: 69,151 shares 69,151 $3.62M 0.19% -43,329 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: 29,063 shares; 2024Q4: 27,502 shares; 2025Q1: 21,805 shares; 2025Q2: 20,727 shares; 2025Q3: 22,919 shares; 2025Q4: 25,196 shares; 2026Q1: 20,917 shares; 2026Q2: 20,283 shares 20,283 $3.57M 0.19% -634 Timeline IDUB ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,421 shares; 2025Q4: 126,087 shares; 2026Q1: 128,969 shares; 2026Q2: 129,318 shares 129,318 $3.55M 0.18% +349 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,440 shares; 2025Q3: 32,627 shares; 2025Q4: 25,198 shares; 2026Q1: 25,896 shares; 2026Q2: 34,172 shares 34,172 $3.49M 0.18% +8,276 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: 12,875 shares; 2024Q4: 11,569 shares; 2025Q1: 11,536 shares; 2025Q2: 10,520 shares; 2025Q3: 11,090 shares; 2025Q4: 26,417 shares; 2026Q1: 26,860 shares; 2026Q2: 26,367 shares 26,367 $3.39M 0.18% -493 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,430 shares; 2024Q4: 3,395 shares; 2025Q1: 3,494 shares; 2025Q2: 3,808 shares; 2025Q3: 4,241 shares; 2025Q4: 6,051 shares; 2026Q1: 8,836 shares; 2026Q2: 9,825 shares 9,825 $3.37M 0.18% +989 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,795 shares; 2025Q3: 9,848 shares; 2025Q4: 10,503 shares; 2026Q1: 11,902 shares; 2026Q2: 37,173 shares 37,173 $3.35M 0.17% +25,271 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,930 shares; 2024Q4: 32,640 shares; 2025Q1: 24,451 shares; 2025Q2: 27,925 shares; 2025Q3: 27,794 shares; 2025Q4: 33,718 shares; 2026Q1: 34,138 shares; 2026Q2: 36,974 shares 36,974 $3.31M 0.17% +2,836 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,824 shares; 2024Q4: 36,664 shares; 2025Q1: 29,137 shares; 2025Q2: 28,554 shares; 2025Q3: 82,332 shares; 2025Q4: 78,205 shares; 2026Q1: 74,554 shares; 2026Q2: 60,806 shares 60,806 $3.27M 0.17% -13,748 Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,897 shares; 2024Q4: 21,189 shares; 2025Q1: 20,651 shares; 2025Q2: 20,712 shares; 2025Q3: 23,100 shares; 2025Q4: 23,401 shares; 2026Q1: 24,003 shares; 2026Q2: 26,799 shares 26,799 $3.27M 0.17% +2,796 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: 53,004 shares; 2024Q4: 53,585 shares; 2025Q1: 32,115 shares; 2025Q2: 31,417 shares; 2025Q3: 32,035 shares; 2025Q4: 31,291 shares; 2026Q1: 30,422 shares; 2026Q2: 29,375 shares 29,375 $3.25M 0.17% -1,047 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: 11,109 shares; 2024Q4: 10,684 shares; 2025Q1: 9,054 shares; 2025Q2: 8,908 shares; 2025Q3: 8,691 shares; 2025Q4: 15,407 shares; 2026Q1: 42,511 shares; 2026Q2: 29,351 shares 29,351 $3.24M 0.17% -13,160 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,002 shares; 2024Q4: 12,900 shares; 2025Q1: 9,163 shares; 2025Q2: 7,080 shares; 2025Q3: 7,059 shares; 2025Q4: 6,423 shares; 2026Q1: 5,792 shares; 2026Q2: 7,145 shares 7,145 $3.22M 0.17% +1,353 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,781 shares; 2024Q4: 28,307 shares; 2025Q1: 28,140 shares; 2025Q2: 27,746 shares; 2025Q3: 27,828 shares; 2025Q4: 27,838 shares; 2026Q1: 27,771 shares; 2026Q2: 27,765 shares 27,765 $3.19M 0.17% -6 Timeline GNR 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: 38,329 shares; 2024Q4: 42,336 shares; 2025Q1: 49,051 shares; 2025Q2: 48,138 shares; 2025Q3: 47,959 shares; 2025Q4: 48,285 shares; 2026Q1: 45,494 shares; 2026Q2: 46,292 shares 46,292 $3.12M 0.16% +798 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: 20,129 shares; 2024Q4: 18,820 shares; 2025Q1: 15,958 shares; 2025Q2: 13,779 shares; 2025Q3: 14,467 shares; 2025Q4: 19,415 shares; 2026Q1: 20,206 shares; 2026Q2: 19,602 shares 19,602 $3.11M 0.16% -604 Timeline IVOL KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 99,672 shares; 2024Q4: 93,131 shares; 2025Q1: 273,140 shares; 2025Q2: 277,662 shares; 2025Q3: 258,229 shares; 2025Q4: 240,805 shares; 2026Q1: 247,126 shares; 2026Q2: 177,461 shares 177,461 $3.07M 0.16% -69,665 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: 10,959 shares; 2024Q4: 11,426 shares; 2025Q1: 11,785 shares; 2025Q2: 12,725 shares; 2025Q3: 11,431 shares; 2025Q4: 10,284 shares; 2026Q1: 9,740 shares; 2026Q2: 9,146 shares 9,146 $3.06M 0.16% -594 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: 4,821 shares; 2024Q4: 6,929 shares; 2025Q1: 5,557 shares; 2025Q2: 5,420 shares; 2025Q3: 5,828 shares; 2025Q4: 5,829 shares; 2026Q1: 10,454 shares; 2026Q2: 12,291 shares 12,291 $3.05M 0.16% +1,837 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: 19,567 shares; 2024Q4: 35,921 shares; 2025Q1: 57,892 shares; 2025Q2: 36,005 shares; 2025Q3: 57,086 shares; 2025Q4: 66,628 shares; 2026Q1: 33,976 shares; 2026Q2: 39,637 shares 39,637 $2.99M 0.16% +5,661 Timeline JBND 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: 8,888 shares; 2025Q1: 11,641 shares; 2025Q2: 11,851 shares; 2025Q3: 15,122 shares; 2025Q4: 41,946 shares; 2026Q1: 48,779 shares; 2026Q2: 54,959 shares 54,959 $2.94M 0.15% +6,180 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 64,534 shares; 2025Q4: 30,512 shares; 2026Q1: 30,481 shares; 2026Q2: 30,563 shares 30,563 $2.92M 0.15% +82 Timeline AMLP 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: 21,536 shares; 2024Q4: 28,427 shares; 2025Q1: 57,738 shares; 2025Q2: 57,024 shares; 2025Q3: 57,074 shares; 2025Q4: 58,588 shares; 2026Q1: 56,780 shares; 2026Q2: 56,349 shares 56,349 $2.92M 0.15% -431 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: 41,181 shares; 2024Q4: 41,642 shares; 2025Q1: 26,081 shares; 2025Q2: 30,356 shares; 2025Q3: 31,708 shares; 2025Q4: 35,100 shares; 2026Q1: 37,491 shares; 2026Q2: 35,079 shares 35,079 $2.91M 0.15% -2,412 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: 205,654 shares; 2024Q4: 95,391 shares; 2025Q1: 141,339 shares; 2025Q2: 100,295 shares; 2025Q3: 103,874 shares; 2025Q4: 59,670 shares; 2026Q1: 59,304 shares; 2026Q2: 60,537 shares 60,537 $2.84M 0.15% +1,233 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: 38,829 shares; 2025Q1: 28,680 shares; 2025Q2: 28,414 shares; 2025Q3: 28,296 shares; 2025Q4: 15,762 shares; 2026Q1: 3,404 shares; 2026Q2: 2,451 shares 2,451 $2.83M 0.15% -953 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS 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: 7,481 shares; 2026Q1: 12,207 shares; 2026Q2: 12,125 shares 12,125 $2.79M 0.14% -82 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: 138,294 shares; 2024Q4: 157,685 shares; 2025Q1: 53,914 shares; 2025Q2: 42,447 shares; 2025Q3: 42,607 shares; 2025Q4: 45,806 shares; 2026Q1: 46,168 shares; 2026Q2: 49,302 shares 49,302 $2.78M 0.14% +3,134 Timeline SCHV 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: 34,000 shares; 2024Q4: 68,441 shares; 2025Q1: 70,580 shares; 2025Q2: 68,617 shares; 2025Q3: 76,948 shares; 2025Q4: 76,572 shares; 2026Q1: 79,860 shares; 2026Q2: 79,024 shares 79,024 $2.75M 0.14% -836 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,353 shares; 2024Q4: 63,496 shares; 2025Q1: 56,210 shares; 2025Q2: 52,708 shares; 2025Q3: 52,204 shares; 2025Q4: 56,811 shares; 2026Q1: 60,205 shares; 2026Q2: 69,699 shares 69,699 $2.71M 0.14% +9,494 Timeline FTA 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: 30,644 shares; 2024Q4: 30,719 shares; 2025Q1: 30,748 shares; 2025Q2: 29,523 shares; 2025Q3: 29,025 shares; 2025Q4: 28,017 shares; 2026Q1: 27,907 shares; 2026Q2: 27,881 shares 27,881 $2.7M 0.14% -26 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: 3,013 shares; 2024Q4: 2,950 shares; 2025Q1: 3,253 shares; 2025Q2: 3,361 shares; 2025Q3: 3,569 shares; 2025Q4: 4,077 shares; 2026Q1: 3,422 shares; 2026Q2: 3,531 shares 3,531 $2.69M 0.14% +109 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 126,585 shares; 2024Q4: 126,945 shares; 2025Q1: 103,819 shares; 2025Q2: 101,147 shares; 2025Q3: 98,721 shares; 2025Q4: 93,421 shares; 2026Q1: 58,592 shares; 2026Q2: 58,520 shares 58,520 $2.67M 0.14% -72 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: 24,378 shares; 2024Q4: 23,959 shares; 2025Q1: 23,910 shares; 2025Q2: 23,910 shares; 2025Q3: 23,949 shares; 2025Q4: 24,218 shares; 2026Q1: 24,218 shares; 2026Q2: 24,218 shares 24,218 $2.67M 0.14% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,853 shares; 2024Q4: 3,593 shares; 2025Q1: 3,346 shares; 2025Q2: 3,670 shares; 2025Q3: 6,887 shares; 2025Q4: 10,162 shares; 2026Q1: 9,911 shares; 2026Q2: 11,000 shares 11,000 $2.67M 0.14% +1,089 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: 26,897 shares; 2024Q4: 19,887 shares; 2025Q1: 17,098 shares; 2025Q2: 16,837 shares; 2025Q3: 16,767 shares; 2025Q4: 16,695 shares; 2026Q1: 18,770 shares; 2026Q2: 22,313 shares 22,313 $2.66M 0.14% +3,543 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: 2,558 shares; 2024Q4: 4,163 shares; 2025Q1: 3,021 shares; 2025Q2: 2,933 shares; 2025Q3: 2,981 shares; 2025Q4: 2,797 shares; 2026Q1: 6,984 shares; 2026Q2: 7,741 shares 7,741 $2.64M 0.14% +757 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 47,162 shares; 2025Q3: 46,239 shares; 2025Q4: 50,458 shares; 2026Q1: 100,562 shares; 2026Q2: 98,638 shares 98,638 $2.63M 0.14% -1,924 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: 5,921 shares; 2024Q4: 3,863 shares; 2025Q1: 20,114 shares; 2025Q2: 7,759 shares; 2025Q3: 6,111 shares; 2025Q4: 17,421 shares; 2026Q1: 30,752 shares; 2026Q2: 28,349 shares 28,349 $2.6M 0.13% -2,403 Timeline GIGB GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90,855 shares; 2024Q4: 91,975 shares; 2025Q1: 36,900 shares; 2025Q2: 35,186 shares; 2025Q3: 33,623 shares; 2025Q4: 33,318 shares; 2026Q1: 55,440 shares; 2026Q2: 56,159 shares 56,159 $2.58M 0.13% +719 Timeline JPIE 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: 14,307 shares; 2025Q1: 31,805 shares; 2025Q2: 32,786 shares; 2025Q3: 41,289 shares; 2025Q4: 47,761 shares; 2026Q1: 53,252 shares; 2026Q2: 55,942 shares 55,942 $2.58M 0.13% +2,690 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: 15,971 shares; 2024Q4: 16,009 shares; 2025Q1: 17,519 shares; 2025Q2: 14,802 shares; 2025Q3: 17,664 shares; 2025Q4: 15,921 shares; 2026Q1: 15,784 shares; 2026Q2: 15,604 shares 15,604 $2.55M 0.13% -180 Timeline VCIT 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: 13,953 shares; 2024Q4: 17,042 shares; 2025Q1: 34,708 shares; 2025Q2: 34,317 shares; 2025Q3: 35,743 shares; 2025Q4: 32,358 shares; 2026Q1: 32,419 shares; 2026Q2: 30,859 shares 30,859 $2.55M 0.13% -1,560 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,196 shares; 2024Q4: 90,782 shares; 2025Q1: 79,799 shares; 2025Q2: 76,136 shares; 2025Q3: 79,846 shares; 2025Q4: 82,650 shares; 2026Q1: 82,674 shares; 2026Q2: 79,739 shares 79,739 $2.55M 0.13% -2,935 Timeline FFEB 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: 7,920 shares; 2024Q4: 6,870 shares; 2025Q1: 6,870 shares; 2025Q2: 6,545 shares; 2025Q3: 74,886 shares; 2025Q4: 42,900 shares; 2026Q1: 41,911 shares; 2026Q2: 41,211 shares 41,211 $2.51M 0.13% -700 Timeline GHYB GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,818 shares; 2024Q4: 83,987 shares; 2025Q1: 78,212 shares; 2025Q2: 74,849 shares; 2025Q3: 70,562 shares; 2025Q4: 70,110 shares; 2026Q1: 54,569 shares; 2026Q2: 55,939 shares 55,939 $2.51M 0.13% +1,370 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: 18,555 shares; 2024Q4: 16,985 shares; 2025Q1: 11,556 shares; 2025Q2: 14,467 shares; 2025Q3: 16,482 shares; 2025Q4: 20,744 shares; 2026Q1: 22,126 shares; 2026Q2: 23,979 shares 23,979 $2.49M 0.13% +1,853 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,441 shares; 2026Q1: 3,244 shares; 2026Q2: 3,440 shares 3,440 $2.49M 0.13% +196 Timeline OSCV ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,919 shares; 2025Q4: 55,852 shares; 2026Q1: 58,204 shares; 2026Q2: 58,687 shares 58,687 $2.48M 0.13% +483 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: 29,142 shares; 2024Q4: 30,950 shares; 2025Q1: 32,202 shares; 2025Q2: 33,688 shares; 2025Q3: 35,705 shares; 2025Q4: 33,258 shares; 2026Q1: 29,514 shares; 2026Q2: 27,137 shares 27,137 $2.47M 0.13% -2,377 Timeline GDX 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: 31,375 shares; 2024Q4: 32,082 shares; 2025Q1: 29,487 shares; 2025Q2: 26,067 shares; 2025Q3: 32,104 shares; 2025Q4: 35,427 shares; 2026Q1: 31,702 shares; 2026Q2: 32,612 shares 32,612 $2.46M 0.13% +910 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: 44,069 shares; 2024Q4: 78,767 shares; 2025Q1: 54,517 shares; 2025Q2: 40,603 shares; 2025Q3: 42,140 shares; 2025Q4: 44,016 shares; 2026Q1: 43,078 shares; 2026Q2: 42,963 shares 42,963 $2.45M 0.13% -115 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS 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: 27,762 shares; 2026Q2: 28,265 shares 28,265 $2.44M 0.13% +503 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: 5,205 shares; 2024Q4: 4,849 shares; 2025Q1: 3,499 shares; 2025Q2: 3,205 shares; 2025Q3: 4,293 shares; 2025Q4: 5,762 shares; 2026Q1: 5,913 shares; 2026Q2: 5,726 shares 5,726 $2.41M 0.13% -187 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,499 shares; 2025Q3: 31,943 shares; 2025Q4: 34,353 shares; 2026Q1: 40,758 shares; 2026Q2: 40,447 shares 40,447 $2.4M 0.12% -311 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: 18,756 shares; 2024Q4: 8,662 shares; 2025Q1: 5,525 shares; 2025Q2: 8,453 shares; 2025Q3: 11,690 shares; 2025Q4: 11,835 shares; 2026Q1: 11,266 shares; 2026Q2: 10,924 shares 10,924 $2.38M 0.12% -342 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,090 shares; 2025Q1: 20,902 shares; 2025Q2: 20,665 shares; 2025Q3: 86,078 shares; 2025Q4: 58,286 shares; 2026Q1: 46,577 shares; 2026Q2: 47,086 shares 47,086 $2.37M 0.12% +509 Timeline RLY SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83,108 shares; 2024Q4: 80,400 shares; 2025Q1: 80,929 shares; 2025Q2: 78,336 shares; 2025Q3: 75,270 shares; 2025Q4: 74,267 shares; 2026Q1: 68,012 shares; 2026Q2: 68,207 shares 68,207 $2.35M 0.12% +195 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: 31,380 shares; 2024Q4: 32,723 shares; 2025Q1: 22,900 shares; 2025Q2: 22,326 shares; 2025Q3: 21,947 shares; 2025Q4: 21,895 shares; 2026Q1: 21,822 shares; 2026Q2: 21,375 shares 21,375 $2.35M 0.12% -447 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: 21,556 shares; 2024Q4: 25,056 shares; 2025Q1: 19,944 shares; 2025Q2: 29,965 shares; 2025Q3: 24,674 shares; 2025Q4: 23,880 shares; 2026Q1: 24,116 shares; 2026Q2: 21,874 shares 21,874 $2.34M 0.12% -2,242 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: 28,589 shares; 2024Q4: 25,639 shares; 2025Q1: 24,848 shares; 2025Q2: 25,130 shares; 2025Q3: 25,669 shares; 2025Q4: 26,524 shares; 2026Q1: 27,174 shares; 2026Q2: 24,147 shares 24,147 $2.33M 0.12% -3,027 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: 40,655 shares; 2024Q4: 44,139 shares; 2025Q1: 44,602 shares; 2025Q2: 48,407 shares; 2025Q3: 48,429 shares; 2025Q4: 49,629 shares; 2026Q1: 48,361 shares; 2026Q2: 48,396 shares 48,396 $2.31M 0.12% +35 Timeline BFLX 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: 90,105 shares 90,105 $2.31M 0.12% new Timeline SHM 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: 39,667 shares; 2024Q4: 39,196 shares; 2025Q1: 40,330 shares; 2025Q2: 41,703 shares; 2025Q3: 43,477 shares; 2025Q4: 45,284 shares; 2026Q1: 46,307 shares; 2026Q2: 47,023 shares 47,023 $2.26M 0.12% +716 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,706 shares; 2024Q4: 48,546 shares; 2025Q1: 25,063 shares; 2025Q2: 24,119 shares; 2025Q3: 25,672 shares; 2025Q4: 25,083 shares; 2026Q1: 26,788 shares; 2026Q2: 27,176 shares 27,176 $2.24M 0.12% +388 Timeline ADME ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,529 shares; 2025Q4: 38,380 shares; 2026Q1: 39,615 shares; 2026Q2: 39,897 shares 39,897 $2.22M 0.12% +282 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,040 shares; 2024Q4: 10,256 shares; 2025Q1: 10,807 shares; 2025Q2: 10,616 shares; 2025Q3: 11,635 shares; 2025Q4: 11,741 shares; 2026Q1: 12,145 shares; 2026Q2: 12,328 shares 12,328 $2.2M 0.11% +183 Timeline BND 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: 6,922 shares; 2024Q4: 8,971 shares; 2025Q1: 8,919 shares; 2025Q2: 9,792 shares; 2025Q3: 12,068 shares; 2025Q4: 14,517 shares; 2026Q1: 27,588 shares; 2026Q2: 29,522 shares 29,522 $2.17M 0.11% +1,934 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: 28,428 shares; 2024Q4: 30,117 shares; 2025Q1: 21,078 shares; 2025Q2: 19,973 shares; 2025Q3: 21,205 shares; 2025Q4: 22,092 shares; 2026Q1: 22,707 shares; 2026Q2: 21,808 shares 21,808 $2.09M 0.11% -899 Timeline DUBS ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,181 shares; 2026Q1: 49,282 shares; 2026Q2: 49,419 shares 49,419 $2.06M 0.11% +137 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,144 shares; 2024Q4: 29,060 shares; 2025Q1: 20,675 shares; 2025Q2: 21,627 shares; 2025Q3: 16,385 shares; 2025Q4: 15,748 shares; 2026Q1: 13,463 shares; 2026Q2: 6,963 shares 6,963 $2.04M 0.11% -6,500 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,970 shares; 2024Q4: 1,801 shares; 2025Q1: 1,469 shares; 2025Q2: 2,965 shares; 2025Q3: 3,086 shares; 2025Q4: 3,254 shares; 2026Q1: 3,823 shares; 2026Q2: 3,964 shares 3,964 $2.04M 0.11% +141 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: 3,496 shares; 2024Q4: 3,151 shares; 2025Q1: 2,893 shares; 2025Q2: 2,850 shares; 2025Q3: 3,027 shares; 2025Q4: 3,642 shares; 2026Q1: 5,288 shares; 2026Q2: 5,423 shares 5,423 $2.03M 0.11% +135 Timeline TCAF 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: 19,231 shares; 2024Q4: 31,327 shares; 2025Q1: 44,997 shares; 2025Q2: 49,608 shares; 2025Q3: 49,608 shares; 2025Q4: 49,616 shares; 2026Q1: 48,371 shares; 2026Q2: 49,195 shares 49,195 $2.02M 0.11% +824 Timeline EWX 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: 11,915 shares; 2024Q4: 13,249 shares; 2025Q1: 23,069 shares; 2025Q2: 25,502 shares; 2025Q3: 25,455 shares; 2025Q4: 25,741 shares; 2026Q1: 26,203 shares; 2026Q2: 26,299 shares 26,299 $1.95M 0.1% +96 Timeline ACM AECOM More: the full row for AECOM 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: 19,349 shares; 2026Q1: 19,000 shares; 2026Q2: 27,972 shares 27,972 $1.95M 0.1% +8,972 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,271 shares; 2024Q4: 30,587 shares; 2025Q1: 30,386 shares; 2025Q2: 31,250 shares; 2025Q3: 31,207 shares; 2025Q4: 29,770 shares; 2026Q1: 48,531 shares; 2026Q2: 46,548 shares 46,548 $1.93M 0.1% -1,983 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,418 shares; 2025Q3: 3,862 shares; 2025Q4: 4,817 shares; 2026Q1: 3,879 shares; 2026Q2: 16,988 shares 16,988 $1.92M 0.1% +13,109 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,181 shares; 2024Q4: 15,792 shares; 2025Q1: 15,369 shares; 2025Q2: 14,938 shares; 2025Q3: 14,876 shares; 2025Q4: 15,253 shares; 2026Q1: 14,158 shares; 2026Q2: 69,566 shares 69,566 $1.91M 0.1% +55,408 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: 1,140 shares; 2024Q4: 1,308 shares; 2025Q1: 1,506 shares; 2025Q2: 1,869 shares; 2025Q3: 1,997 shares; 2025Q4: 2,124 shares; 2026Q1: 2,064 shares; 2026Q2: 15,941 shares 15,941 $1.91M 0.1% +13,877 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: 28,574 shares; 2024Q4: 28,614 shares; 2025Q1: 40,501 shares; 2025Q2: 39,466 shares; 2025Q3: 37,121 shares; 2025Q4: 36,696 shares; 2026Q1: 39,184 shares; 2026Q2: 39,987 shares 39,987 $1.87M 0.1% +803 Timeline GSUS GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,339 shares; 2024Q4: 25,062 shares; 2025Q1: 24,309 shares; 2025Q2: 23,086 shares; 2025Q3: 21,698 shares; 2025Q4: 18,842 shares; 2026Q1: 18,819 shares; 2026Q2: 18,122 shares 18,122 $1.87M 0.1% -697 Timeline IVLU 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: 44,027 shares; 2026Q2: 44,305 shares 44,305 $1.85M 0.1% +278 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,098 shares; 2026Q1: 20,426 shares; 2026Q2: 25,755 shares 25,755 $1.85M 0.1% +5,329 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: 8,232 shares; 2024Q4: 7,418 shares; 2025Q1: 3,785 shares; 2025Q2: 945 shares; 2025Q3: 982 shares; 2025Q4: 1,784 shares; 2026Q1: 1,817 shares; 2026Q2: 4,266 shares 4,266 $1.82M 0.09% +2,449 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: 12,554 shares; 2024Q4: 6,771 shares; 2025Q1: 5,172 shares; 2025Q2: 4,808 shares; 2025Q3: 4,973 shares; 2025Q4: 5,444 shares; 2026Q1: 5,809 shares; 2026Q2: 5,865 shares 5,865 $1.76M 0.09% +56 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: not reported; 2025Q3: 2,055 shares; 2025Q4: 2,090 shares; 2026Q1: 2,037 shares; 2026Q2: 5,164 shares 5,164 $1.73M 0.09% +3,127 Timeline LCTU 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: 24,358 shares; 2024Q4: 24,530 shares; 2025Q1: 25,788 shares; 2025Q2: 25,868 shares; 2025Q3: 25,375 shares; 2025Q4: 24,490 shares; 2026Q1: 21,975 shares; 2026Q2: 21,563 shares 21,563 $1.73M 0.09% -412 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 777 shares; 2025Q1: not reported; 2025Q2: 898 shares; 2025Q3: 895 shares; 2025Q4: 1,092 shares; 2026Q1: 1,291 shares; 2026Q2: 1,457 shares 1,457 $1.71M 0.09% +166 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31,462 shares; 2026Q2: 32,163 shares 32,163 $1.71M 0.09% +701 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 41,301 shares 41,301 $1.71M 0.09% 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: 4,422 shares; 2024Q4: 6,701 shares; 2025Q1: 5,532 shares; 2025Q2: 3,187 shares; 2025Q3: 6,665 shares; 2025Q4: 15,596 shares; 2026Q1: 18,005 shares; 2026Q2: 14,337 shares 14,337 $1.68M 0.09% -3,668 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,460 shares; 2024Q4: 16,267 shares; 2025Q1: 9,169 shares; 2025Q2: 8,772 shares; 2025Q3: 8,375 shares; 2025Q4: 8,155 shares; 2026Q1: 8,018 shares; 2026Q2: 7,505 shares 7,505 $1.68M 0.09% -513 Timeline HYMB 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: 40,598 shares; 2024Q4: 47,520 shares; 2025Q1: 50,525 shares; 2025Q2: 53,411 shares; 2025Q3: 46,926 shares; 2025Q4: 63,263 shares; 2026Q1: 65,966 shares; 2026Q2: 65,510 shares 65,510 $1.67M 0.09% -456 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,099 shares; 2024Q4: 39,863 shares; 2025Q1: 36,135 shares; 2025Q2: 38,490 shares; 2025Q3: 38,416 shares; 2025Q4: 22,832 shares; 2026Q1: 20,699 shares; 2026Q2: 20,259 shares 20,259 $1.66M 0.09% -440 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,959 shares; 2024Q4: 31,711 shares; 2025Q1: 34,108 shares; 2025Q2: 36,517 shares; 2025Q3: 35,263 shares; 2025Q4: 35,861 shares; 2026Q1: 33,236 shares; 2026Q2: 32,726 shares 32,726 $1.66M 0.09% -510 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,141 shares; 2024Q4: 2,952 shares; 2025Q1: 1,650 shares; 2025Q2: 1,670 shares; 2025Q3: 1,432 shares; 2025Q4: 2,042 shares; 2026Q1: 2,019 shares; 2026Q2: 1,540 shares 1,540 $1.64M 0.09% -479 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: 11,196 shares; 2024Q4: 11,817 shares; 2025Q1: 11,487 shares; 2025Q2: 11,443 shares; 2025Q3: 11,301 shares; 2025Q4: 11,129 shares; 2026Q1: 10,232 shares; 2026Q2: 10,467 shares 10,467 $1.64M 0.08% +235 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: 87,821 shares; 2024Q4: 89,361 shares; 2025Q1: 69,134 shares; 2025Q2: 5,411 shares; 2025Q3: 4,644 shares; 2025Q4: 12,510 shares; 2026Q1: 11,891 shares; 2026Q2: 15,963 shares 15,963 $1.63M 0.08% +4,072 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,681 shares; 2024Q4: 29,283 shares; 2025Q1: 19,137 shares; 2025Q2: 18,470 shares; 2025Q3: 17,745 shares; 2025Q4: 17,887 shares; 2026Q1: 17,417 shares; 2026Q2: 16,891 shares 16,891 $1.61M 0.08% -526 Timeline DEFR ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,204 shares; 2025Q4: 58,334 shares; 2026Q1: 59,745 shares; 2026Q2: 60,257 shares 60,257 $1.61M 0.08% +512 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,978 shares; 2024Q4: 1,801 shares; 2025Q1: 1,805 shares; 2025Q2: 2,171 shares; 2025Q3: 2,443 shares; 2025Q4: 2,540 shares; 2026Q1: 2,583 shares; 2026Q2: 3,238 shares 3,238 $1.61M 0.08% +655 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: 1,054 shares; 2024Q4: 5,471 shares; 2025Q1: 4,887 shares; 2025Q2: 4,883 shares; 2025Q3: 4,935 shares; 2025Q4: 5,190 shares; 2026Q1: 5,258 shares; 2026Q2: 12,859 shares 12,859 $1.6M 0.08% +7,601 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: 7,844 shares; 2024Q4: 8,064 shares; 2025Q1: 9,559 shares; 2025Q2: 10,464 shares; 2025Q3: 10,049 shares; 2025Q4: 9,933 shares; 2026Q1: 10,110 shares; 2026Q2: 9,047 shares 9,047 $1.6M 0.08% -1,063 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: 2,187 shares; 2024Q4: 2,395 shares; 2025Q1: 2,062 shares; 2025Q2: 3,028 shares; 2025Q3: 4,103 shares; 2025Q4: 4,040 shares; 2026Q1: 4,350 shares; 2026Q2: 4,338 shares 4,338 $1.59M 0.08% -12 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,749 shares; 2026Q2: 26,546 shares 26,546 $1.59M 0.08% +10,797 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,270 shares; 2025Q3: 1,299 shares; 2025Q4: 1,787 shares; 2026Q1: 2,349 shares; 2026Q2: 2,457 shares 2,457 $1.57M 0.08% +108 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,227 shares; 2026Q2: 4,224 shares 4,224 $1.57M 0.08% -3 Timeline GLW CORNING INC More: the full row for CORNING 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: 5,347 shares; 2026Q1: 4,672 shares; 2026Q2: 6,110 shares 6,110 $1.56M 0.08% +1,438 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: 3,739 shares; 2024Q4: 4,154 shares; 2025Q1: 4,136 shares; 2025Q2: 4,600 shares; 2025Q3: 4,779 shares; 2025Q4: 5,009 shares; 2026Q1: 4,430 shares; 2026Q2: 4,280 shares 4,280 $1.55M 0.08% -150 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,223 shares; 2024Q4: 4,204 shares; 2025Q1: 4,001 shares; 2025Q2: 3,657 shares; 2025Q3: 3,623 shares; 2025Q4: 13,823 shares; 2026Q1: 16,833 shares; 2026Q2: 17,506 shares 17,506 $1.52M 0.08% +673 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,182 shares; 2025Q3: 21,194 shares; 2025Q4: 26,506 shares; 2026Q1: 26,670 shares; 2026Q2: 26,319 shares 26,319 $1.52M 0.08% -351 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,557 shares; 2024Q4: 5,478 shares; 2025Q1: 5,624 shares; 2025Q2: 5,495 shares; 2025Q3: 5,541 shares; 2025Q4: 6,016 shares; 2026Q1: 6,855 shares; 2026Q2: 6,880 shares 6,880 $1.51M 0.08% +25 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: 8,940 shares; 2024Q4: 9,471 shares; 2025Q1: 6,114 shares; 2025Q2: 6,531 shares; 2025Q3: 6,867 shares; 2025Q4: 7,107 shares; 2026Q1: 6,913 shares; 2026Q2: 6,794 shares 6,794 $1.5M 0.08% -119 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: 37,461 shares; 2024Q4: 32,225 shares; 2025Q1: 11,636 shares; 2025Q2: 12,882 shares; 2025Q3: 9,229 shares; 2025Q4: 19,135 shares; 2026Q1: 22,029 shares; 2026Q2: 17,310 shares 17,310 $1.5M 0.08% -4,719 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: 27,045 shares; 2024Q4: 27,150 shares; 2025Q1: 30,873 shares; 2025Q2: 26,180 shares; 2025Q3: 25,435 shares; 2025Q4: 31,655 shares; 2026Q1: 26,903 shares; 2026Q2: 27,883 shares 27,883 $1.49M 0.08% +980 Timeline EQWL INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,087 shares; 2025Q4: 11,501 shares; 2026Q1: 11,365 shares; 2026Q2: 11,406 shares 11,406 $1.47M 0.08% +41 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 43,477 shares; 2025Q3: 52,659 shares; 2025Q4: 55,681 shares; 2026Q1: 59,224 shares; 2026Q2: 61,010 shares 61,010 $1.46M 0.08% +1,786 Timeline KRYS KRYSTAL BIOTECH INC More: the full row for KRYSTAL BIOTECH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,307 shares; 2025Q2: 4,434 shares; 2025Q3: 4,316 shares; 2025Q4: 4,360 shares; 2026Q1: 4,050 shares; 2026Q2: 3,913 shares 3,913 $1.45M 0.08% -137 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: 9,861 shares; 2024Q4: 8,720 shares; 2025Q1: 6,046 shares; 2025Q2: 8,848 shares; 2025Q3: 11,846 shares; 2025Q4: 13,563 shares; 2026Q1: 15,806 shares; 2026Q2: 15,971 shares 15,971 $1.45M 0.08% +165 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,922 shares; 2024Q4: 19,634 shares; 2025Q1: 13,330 shares; 2025Q2: 9,598 shares; 2025Q3: 9,343 shares; 2025Q4: 5,426 shares; 2026Q1: 6,129 shares; 2026Q2: 6,538 shares 6,538 $1.44M 0.08% +409 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: 5,250 shares; 2024Q4: 4,938 shares; 2025Q1: 4,961 shares; 2025Q2: 4,626 shares; 2025Q3: 6,705 shares; 2025Q4: 8,696 shares; 2026Q1: 9,553 shares; 2026Q2: 9,841 shares 9,841 $1.44M 0.07% +288 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: 786 shares; 2024Q4: 675 shares; 2025Q1: 719 shares; 2025Q2: 812 shares; 2025Q3: 891 shares; 2025Q4: 884 shares; 2026Q1: 623 shares; 2026Q2: 4,761 shares 4,761 $1.44M 0.07% +4,138 Timeline UPSD ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 48,333 shares; 2026Q1: 49,992 shares; 2026Q2: 50,690 shares 50,690 $1.43M 0.07% +698 Timeline FXU 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: 8,737 shares; 2024Q4: 8,737 shares; 2025Q1: 8,737 shares; 2025Q2: 8,737 shares; 2025Q3: 25,211 shares; 2025Q4: 30,646 shares; 2026Q1: 32,534 shares; 2026Q2: 28,897 shares 28,897 $1.43M 0.07% -3,637 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,580 shares; 2025Q2: 5,854 shares; 2025Q3: 6,136 shares; 2025Q4: 7,163 shares; 2026Q1: 6,288 shares; 2026Q2: 4,706 shares 4,706 $1.4M 0.07% -1,582 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,657 shares; 2024Q4: 11,872 shares; 2025Q1: 22,860 shares; 2025Q2: 22,473 shares; 2025Q3: 24,145 shares; 2025Q4: 29,267 shares; 2026Q1: 26,104 shares; 2026Q2: 18,286 shares 18,286 $1.37M 0.07% -7,818 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,040 shares; 2026Q1: 37,887 shares; 2026Q2: 55,386 shares 55,386 $1.36M 0.07% +17,499 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: 13,489 shares; 2024Q4: 13,526 shares; 2025Q1: 13,512 shares; 2025Q2: 13,117 shares; 2025Q3: 13,031 shares; 2025Q4: 12,984 shares; 2026Q1: 12,734 shares; 2026Q2: 12,593 shares 12,593 $1.36M 0.07% -141 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: 17,235 shares; 2024Q4: 14,722 shares; 2025Q1: 13,919 shares; 2025Q2: 13,130 shares; 2025Q3: 13,038 shares; 2025Q4: 14,109 shares; 2026Q1: 13,814 shares; 2026Q2: 14,097 shares 14,097 $1.36M 0.07% +283 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY 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: 5,062 shares; 2026Q2: 4,482 shares 4,482 $1.36M 0.07% -580 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: 20,986 shares; 2024Q4: 12,197 shares; 2025Q1: 11,215 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,025 shares; 2026Q1: 9,274 shares; 2026Q2: 9,641 shares 9,641 $1.35M 0.07% +367 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,380 shares; 2024Q4: 30,600 shares; 2025Q1: 19,996 shares; 2025Q2: 5,192 shares; 2025Q3: 5,426 shares; 2025Q4: 5,176 shares; 2026Q1: 5,632 shares; 2026Q2: 5,257 shares 5,257 $1.35M 0.07% -375 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: 6,352 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,901 shares; 2025Q4: 13,611 shares; 2026Q1: 12,958 shares; 2026Q2: 15,038 shares 15,038 $1.32M 0.07% +2,080 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,131 shares; 2026Q1: 29,250 shares; 2026Q2: 45,299 shares 45,299 $1.31M 0.07% +16,049 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: 4,384 shares; 2024Q4: 4,397 shares; 2025Q1: 4,060 shares; 2025Q2: 5,316 shares; 2025Q3: 5,870 shares; 2025Q4: 6,518 shares; 2026Q1: 5,654 shares; 2026Q2: 7,187 shares 7,187 $1.3M 0.07% +1,533 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: 6,801 shares; 2024Q4: 10,140 shares; 2025Q1: 12,161 shares; 2025Q2: 13,951 shares; 2025Q3: 17,029 shares; 2025Q4: 18,164 shares; 2026Q1: 20,283 shares; 2026Q2: 26,250 shares 26,250 $1.28M 0.07% +5,967 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,847 shares; 2024Q4: 10,747 shares; 2025Q1: 11,546 shares; 2025Q2: 10,820 shares; 2025Q3: 10,660 shares; 2025Q4: 10,236 shares; 2026Q1: 9,164 shares; 2026Q2: 8,928 shares 8,928 $1.27M 0.07% -236 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,495 shares; 2024Q4: 3,316 shares; 2025Q1: 3,319 shares; 2025Q2: 3,215 shares; 2025Q3: 3,216 shares; 2025Q4: 3,076 shares; 2026Q1: 3,077 shares; 2026Q2: 2,966 shares 2,966 $1.26M 0.07% -111 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: 5,760 shares; 2024Q4: 5,045 shares; 2025Q1: 4,016 shares; 2025Q2: 4,842 shares; 2025Q3: 5,084 shares; 2025Q4: 3,407 shares; 2026Q1: 3,528 shares; 2026Q2: 3,560 shares 3,560 $1.26M 0.07% +32 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,852 shares; 2024Q4: 59,252 shares; 2025Q1: 49,730 shares; 2025Q2: 48,329 shares; 2025Q3: 46,580 shares; 2025Q4: 47,074 shares; 2026Q1: 31,417 shares; 2026Q2: 31,647 shares 31,647 $1.25M 0.07% +230 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,102 shares; 2024Q4: 8,796 shares; 2025Q1: 9,234 shares; 2025Q2: 9,333 shares; 2025Q3: 9,344 shares; 2025Q4: 8,929 shares; 2026Q1: 9,196 shares; 2026Q2: 8,996 shares 8,996 $1.23M 0.06% -200 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,016 shares; 2026Q2: 24,379 shares 24,379 $1.23M 0.06% +13,363 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: 10,403 shares; 2024Q4: 9,394 shares; 2025Q1: 3,669 shares; 2025Q2: 3,866 shares; 2025Q3: 3,968 shares; 2025Q4: 4,287 shares; 2026Q1: 4,865 shares; 2026Q2: 4,763 shares 4,763 $1.22M 0.06% -102 Timeline FXO 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: 25,636 shares; 2024Q4: 19,155 shares; 2025Q1: 19,155 shares; 2025Q2: 19,155 shares; 2025Q3: 19,155 shares; 2025Q4: 19,155 shares; 2026Q1: 19,155 shares; 2026Q2: 19,301 shares 19,301 $1.21M 0.06% +146 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,273 shares; 2026Q1: not reported; 2026Q2: 7,272 shares 7,272 $1.2M 0.06% new Timeline AMJB JPMORGAN CHASE FINL CO LLC More: the full row for JPMORGAN CHASE FINL CO LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,062 shares; 2024Q4: 42,787 shares; 2025Q1: 37,730 shares; 2025Q2: 37,100 shares; 2025Q3: 37,144 shares; 2025Q4: 34,354 shares; 2026Q1: 34,838 shares; 2026Q2: 34,710 shares 34,710 $1.2M 0.06% -128 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,134 shares; 2024Q4: 1,182 shares; 2025Q1: 1,293 shares; 2025Q2: 1,433 shares; 2025Q3: 1,576 shares; 2025Q4: 1,594 shares; 2026Q1: 1,668 shares; 2026Q2: 1,490 shares 1,490 $1.18M 0.06% -178 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,128 shares; 2024Q4: 19,787 shares; 2025Q1: 21,893 shares; 2025Q2: 22,589 shares; 2025Q3: 24,948 shares; 2025Q4: 30,998 shares; 2026Q1: 12,467 shares; 2026Q2: 12,099 shares 12,099 $1.17M 0.06% -368 Timeline XTL 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: 5,298 shares; 2026Q2: 5,095 shares 5,095 $1.16M 0.06% -203 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,394 shares; 2024Q4: 14,914 shares; 2025Q1: 8,702 shares; 2025Q2: 7,632 shares; 2025Q3: 7,020 shares; 2025Q4: 14,055 shares; 2026Q1: 25,479 shares; 2026Q2: 21,788 shares 21,788 $1.16M 0.06% -3,691 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,447 shares; 2025Q2: 10,234 shares; 2025Q3: 10,234 shares; 2025Q4: 13,879 shares; 2026Q1: 19,368 shares; 2026Q2: 24,493 shares 24,493 $1.16M 0.06% +5,125 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,915 shares; 2024Q4: 1,430 shares; 2025Q1: 1,578 shares; 2025Q2: 1,753 shares; 2025Q3: 3,373 shares; 2025Q4: 3,537 shares; 2026Q1: 3,501 shares; 2026Q2: 3,330 shares 3,330 $1.15M 0.06% -171 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: 10,812 shares; 2024Q4: 10,641 shares; 2025Q1: 5,663 shares; 2025Q2: 5,281 shares; 2025Q3: 5,300 shares; 2025Q4: 5,205 shares; 2026Q1: 5,661 shares; 2026Q2: 5,379 shares 5,379 $1.15M 0.06% -282 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: 2,010 shares; 2024Q4: 2,016 shares; 2025Q1: 1,892 shares; 2025Q2: 2,535 shares; 2025Q3: 2,458 shares; 2025Q4: 2,787 shares; 2026Q1: 2,837 shares; 2026Q2: 2,792 shares 2,792 $1.14M 0.06% -45 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: 2,448 shares; 2024Q4: 2,481 shares; 2025Q1: 4,286 shares; 2025Q2: 4,883 shares; 2025Q3: 5,205 shares; 2025Q4: 4,865 shares; 2026Q1: 8,002 shares; 2026Q2: 9,691 shares 9,691 $1.14M 0.06% +1,689 Timeline VNQI 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: 20,998 shares; 2024Q4: 22,500 shares; 2025Q1: 24,432 shares; 2025Q2: 24,448 shares; 2025Q3: 24,634 shares; 2025Q4: 26,331 shares; 2026Q1: 27,193 shares; 2026Q2: 25,274 shares 25,274 $1.13M 0.06% -1,919 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: 6,413 shares; 2024Q4: 3,995 shares; 2025Q1: 4,034 shares; 2025Q2: 4,233 shares; 2025Q3: 4,463 shares; 2025Q4: 5,547 shares; 2026Q1: 6,161 shares; 2026Q2: 5,936 shares 5,936 $1.13M 0.06% -225 Timeline QMAR 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: 61,806 shares; 2024Q4: 56,175 shares; 2025Q1: 39,675 shares; 2025Q2: 35,700 shares; 2025Q3: 35,700 shares; 2025Q4: 32,725 shares; 2026Q1: 30,200 shares; 2026Q2: 30,200 shares 30,200 $1.12M 0.06% 0 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,964 shares; 2025Q3: 3,186 shares; 2025Q4: 3,117 shares; 2026Q1: 3,567 shares; 2026Q2: 3,123 shares 3,123 $1.11M 0.06% -444 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,810 shares; 2025Q1: 2,796 shares; 2025Q2: 2,793 shares; 2025Q3: 2,810 shares; 2025Q4: 2,966 shares; 2026Q1: 3,715 shares; 2026Q2: 3,353 shares 3,353 $1.11M 0.06% -362 Timeline GOOGM ALPHABET INC More: the full row for ALPHABET 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: 21,848 shares 21,848 $1.11M 0.06% new 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: 106,138 shares; 2024Q4: 11,449 shares; 2025Q1: 11,266 shares; 2025Q2: 11,196 shares; 2025Q3: 11,210 shares; 2025Q4: 10,694 shares; 2026Q1: 10,618 shares; 2026Q2: 10,564 shares 10,564 $1.09M 0.06% -54 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: 20,230 shares; 2024Q4: 20,066 shares; 2025Q1: 29,518 shares; 2025Q2: 29,493 shares; 2025Q3: 20,945 shares; 2025Q4: 20,844 shares; 2026Q1: 20,596 shares; 2026Q2: 19,419 shares 19,419 $1.09M 0.06% -1,177 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI 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: 4,340 shares; 2026Q2: 3,998 shares 3,998 $1.09M 0.06% -342 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,767 shares; 2025Q3: 34,994 shares; 2025Q4: 37,565 shares; 2026Q1: 36,351 shares; 2026Q2: 36,957 shares 36,957 $1.09M 0.06% +606 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: 6,263 shares; 2024Q4: 6,263 shares; 2025Q1: 10,304 shares; 2025Q2: 16,320 shares; 2025Q3: 17,192 shares; 2025Q4: 15,658 shares; 2026Q1: 17,121 shares; 2026Q2: 17,899 shares 17,899 $1.08M 0.06% +778 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,770 shares; 2025Q4: 5,959 shares; 2026Q1: 6,657 shares; 2026Q2: 8,094 shares 8,094 $1.08M 0.06% +1,437 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 25,430 shares 25,430 $1.08M 0.06% new 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: 815 shares; 2024Q4: 744 shares; 2025Q1: 842 shares; 2025Q2: 1,033 shares; 2025Q3: 1,216 shares; 2025Q4: 6,626 shares; 2026Q1: 10,286 shares; 2026Q2: 10,839 shares 10,839 $1.08M 0.06% +553 Timeline TLTW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,808 shares; 2024Q4: 14,290 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 48,122 shares 48,122 $1.08M 0.06% new Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,193 shares; 2024Q4: 18,473 shares; 2025Q1: not reported; 2025Q2: 26,387 shares; 2025Q3: 29,941 shares; 2025Q4: 28,243 shares; 2026Q1: 26,366 shares; 2026Q2: 26,353 shares 26,353 $1.07M 0.06% -13 Timeline KKR & CO INC KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,149 shares; 2026Q1: 23,822 shares; 2026Q2: 26,807 shares 26,807 $1.07M 0.06% +2,985 EWJ 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: 5,707 shares; 2025Q1: 5,058 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,099 shares; 2026Q1: 9,849 shares; 2026Q2: 11,433 shares 11,433 $1.07M 0.06% +1,584 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,478 shares; 2024Q4: 5,809 shares; 2025Q1: 6,550 shares; 2025Q2: 7,493 shares; 2025Q3: 7,910 shares; 2025Q4: 7,403 shares; 2026Q1: 6,017 shares; 2026Q2: 6,307 shares 6,307 $1.07M 0.06% +290 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,809 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,962 shares; 2025Q3: not reported; 2025Q4: 13,999 shares; 2026Q1: 14,666 shares; 2026Q2: 16,874 shares 16,874 $1.06M 0.06% +2,208 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: 18,735 shares; 2024Q4: 9,500 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,190 shares; 2025Q4: not reported; 2026Q1: 5,612 shares; 2026Q2: 10,510 shares 10,510 $1.06M 0.05% +4,898 Timeline FMDE 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: 7,167 shares; 2025Q4: 28,729 shares; 2026Q1: 27,925 shares; 2026Q2: 26,024 shares 26,024 $1.06M 0.05% -1,901 Timeline FXG 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: 16,739 shares; 2024Q4: 16,739 shares; 2025Q1: 17,239 shares; 2025Q2: 17,239 shares; 2025Q3: 17,239 shares; 2025Q4: 17,239 shares; 2026Q1: 17,239 shares; 2026Q2: 16,654 shares 16,654 $1.04M 0.05% -585 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: 4,406 shares; 2024Q4: 4,363 shares; 2025Q1: 2,292 shares; 2025Q2: 2,412 shares; 2025Q3: 2,457 shares; 2025Q4: 2,604 shares; 2026Q1: 2,796 shares; 2026Q2: 2,549 shares 2,549 $1.04M 0.05% -247 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: 21,375 shares; 2024Q4: 21,980 shares; 2025Q1: 14,240 shares; 2025Q2: 13,065 shares; 2025Q3: 12,201 shares; 2025Q4: 11,946 shares; 2026Q1: 11,060 shares; 2026Q2: 12,222 shares 12,222 $1.02M 0.05% +1,162 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,409 shares; 2026Q1: 7,684 shares; 2026Q2: 20,576 shares 20,576 $1.01M 0.05% +12,892 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,820 shares; 2024Q4: 6,033 shares; 2025Q1: 5,481 shares; 2025Q2: 4,960 shares; 2025Q3: 4,892 shares; 2025Q4: 4,709 shares; 2026Q1: 4,611 shares; 2026Q2: 4,531 shares 4,531 $1.01M 0.05% -80 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,392 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,338 shares; 2025Q4: 10,574 shares; 2026Q1: 12,378 shares; 2026Q2: 10,706 shares 10,706 $1.01M 0.05% -1,672 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: 863 shares; 2024Q4: 600 shares; 2025Q1: 572 shares; 2025Q2: 581 shares; 2025Q3: 717 shares; 2025Q4: 1,591 shares; 2026Q1: 1,613 shares; 2026Q2: 1,563 shares 1,563 $992K 0.05% -50 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT 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: 86,490 shares; 2026Q1: 78,430 shares; 2026Q2: 90,191 shares 90,191 $983K 0.05% +11,761 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,262 shares; 2024Q4: 25,461 shares; 2025Q1: 27,659 shares; 2025Q2: 20,838 shares; 2025Q3: 14,532 shares; 2025Q4: 14,301 shares; 2026Q1: 13,866 shares; 2026Q2: 14,110 shares 14,110 $980K 0.05% +244 Timeline JUCY ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,032 shares; 2025Q4: 42,592 shares; 2026Q1: 44,054 shares; 2026Q2: 44,576 shares 44,576 $980K 0.05% +522 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,897 shares; 2024Q4: 8,779 shares; 2025Q1: 3,697 shares; 2025Q2: 4,138 shares; 2025Q3: 4,027 shares; 2025Q4: 4,897 shares; 2026Q1: 5,119 shares; 2026Q2: 5,120 shares 5,120 $975K 0.05% +1 Timeline ZETA ZETA GLOBAL HOLDINGS CORP More: the full row for ZETA GLOBAL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,002 shares; 2024Q4: 54,821 shares; 2025Q1: 54,296 shares; 2025Q2: 54,336 shares; 2025Q3: 51,404 shares; 2025Q4: 52,664 shares; 2026Q1: 51,530 shares; 2026Q2: 49,107 shares 49,107 $966K 0.05% -2,423 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,164 shares; 2024Q4: 18,325 shares; 2025Q1: 11,018 shares; 2025Q2: 12,716 shares; 2025Q3: 12,894 shares; 2025Q4: 14,743 shares; 2026Q1: 16,803 shares; 2026Q2: 18,894 shares 18,894 $957K 0.05% +2,091 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,598 shares; 2024Q4: 6,212 shares; 2025Q1: 6,185 shares; 2025Q2: 5,956 shares; 2025Q3: 6,082 shares; 2025Q4: 12,274 shares; 2026Q1: 16,975 shares; 2026Q2: 16,352 shares 16,352 $942K 0.05% -623 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,987 shares; 2025Q2: 6,759 shares; 2025Q3: 7,268 shares; 2025Q4: 7,814 shares; 2026Q1: 6,570 shares; 2026Q2: 6,942 shares 6,942 $940K 0.05% +372 Timeline HEGD LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,476 shares; 2026Q2: 35,188 shares 35,188 $938K 0.05% +4,712 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: 2,617 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,718 shares; 2026Q2: 18,432 shares 18,432 $937K 0.05% +2,714 Timeline VLUE 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: 4,893 shares; 2026Q2: 4,647 shares 4,647 $928K 0.05% -246 Timeline SCHX 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: 10,360 shares; 2024Q4: 32,215 shares; 2025Q1: 33,890 shares; 2025Q2: 32,701 shares; 2025Q3: 32,220 shares; 2025Q4: 35,369 shares; 2026Q1: 35,613 shares; 2026Q2: 31,522 shares 31,522 $928K 0.05% -4,091 Timeline PIO 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: 7,755 shares; 2025Q3: 17,115 shares; 2025Q4: 17,751 shares; 2026Q1: 20,513 shares; 2026Q2: 20,572 shares 20,572 $925K 0.05% +59 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: 10,905 shares; 2024Q4: 11,567 shares; 2025Q1: 6,784 shares; 2025Q2: 7,015 shares; 2025Q3: 7,129 shares; 2025Q4: 7,678 shares; 2026Q1: 8,256 shares; 2026Q2: 8,552 shares 8,552 $919K 0.05% +296 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,636 shares; 2024Q4: 1,703 shares; 2025Q1: 2,061 shares; 2025Q2: 2,221 shares; 2025Q3: 3,144 shares; 2025Q4: 3,129 shares; 2026Q1: 4,347 shares; 2026Q2: 3,979 shares 3,979 $914K 0.05% -368 Timeline MGEE MGE ENERGY INC More: the full row for MGE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,753 shares; 2024Q4: 10,802 shares; 2025Q1: 10,854 shares; 2025Q2: 10,909 shares; 2025Q3: 10,970 shares; 2025Q4: 11,035 shares; 2026Q1: 11,106 shares; 2026Q2: 11,174 shares 11,174 $911K 0.05% +68 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,098 shares; 2025Q2: 4,190 shares; 2025Q3: 4,177 shares; 2025Q4: 3,641 shares; 2026Q1: 3,627 shares; 2026Q2: 3,321 shares 3,321 $901K 0.05% -306 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: 1,747 shares; 2024Q4: 2,225 shares; 2025Q1: 2,277 shares; 2025Q2: 1,838 shares; 2025Q3: 1,837 shares; 2025Q4: 1,847 shares; 2026Q1: 1,759 shares; 2026Q2: 1,714 shares 1,714 $895K 0.05% -45 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP 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: 19,946 shares; 2026Q1: 21,914 shares; 2026Q2: 22,064 shares 22,064 $888K 0.05% +150 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,741 shares; 2026Q2: 10,938 shares 10,938 $887K 0.05% +5,197 Timeline HEWLETT PACKARD ENTERPRISE C HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,415 shares; 2025Q2: 13,045 shares; 2025Q3: 13,658 shares; 2025Q4: 14,121 shares; 2026Q1: 15,810 shares; 2026Q2: 7,654 shares 7,654 $885K 0.05% -8,156 IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,670 shares; 2024Q4: 7,289 shares; 2025Q1: 7,458 shares; 2025Q2: 13,037 shares; 2025Q3: 14,077 shares; 2025Q4: 8,240 shares; 2026Q1: 8,947 shares; 2026Q2: 8,935 shares 8,935 $878K 0.05% -12 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: 11,756 shares; 2024Q4: 11,863 shares; 2025Q1: 11,799 shares; 2025Q2: 10,892 shares; 2025Q3: 10,843 shares; 2025Q4: 10,570 shares; 2026Q1: 10,324 shares; 2026Q2: 10,349 shares 10,349 $876K 0.05% +25 Timeline ARKK 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,909 shares; 2025Q3: 12,387 shares; 2025Q4: 12,673 shares; 2026Q1: 11,801 shares; 2026Q2: 10,811 shares 10,811 $874K 0.05% -990 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,571 shares; 2026Q1: 8,848 shares; 2026Q2: 9,834 shares 9,834 $872K 0.05% +986 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS 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: 7,474 shares; 2026Q1: 10,839 shares; 2026Q2: 11,223 shares 11,223 $867K 0.05% +384 Timeline VGK 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,407 shares; 2025Q3: 6,278 shares; 2025Q4: 7,112 shares; 2026Q1: 9,199 shares; 2026Q2: 9,729 shares 9,729 $861K 0.04% +530 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,049 shares; 2024Q4: 34,984 shares; 2025Q1: 27,553 shares; 2025Q2: 34,072 shares; 2025Q3: 47,267 shares; 2025Q4: 65,239 shares; 2026Q1: 66,785 shares; 2026Q2: 54,082 shares 54,082 $859K 0.04% -12,703 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: 62,370 shares; 2024Q4: 5,184 shares; 2025Q1: 5,033 shares; 2025Q2: 4,931 shares; 2025Q3: 4,518 shares; 2025Q4: 5,871 shares; 2026Q1: 5,754 shares; 2026Q2: 5,227 shares 5,227 $859K 0.04% -527 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,050 shares; 2026Q1: 5,322 shares; 2026Q2: 5,361 shares 5,361 $840K 0.04% +39 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT 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: 14,583 shares; 2026Q2: 19,800 shares 19,800 $838K 0.04% +5,217 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: 7,908 shares; 2024Q4: 20,995 shares; 2025Q1: 13,630 shares; 2025Q2: 9,679 shares; 2025Q3: 9,065 shares; 2025Q4: 8,717 shares; 2026Q1: 8,941 shares; 2026Q2: 4,008 shares 4,008 $838K 0.04% -4,933 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,236 shares; 2026Q1: 4,832 shares; 2026Q2: 5,019 shares 5,019 $837K 0.04% +187 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 345 shares; 2025Q4: 286 shares; 2026Q1: 259 shares; 2026Q2: 420 shares 420 $835K 0.04% +161 Timeline CVLC MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY 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: 8,794 shares 8,794 $831K 0.04% new 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: 15,729 shares; 2024Q4: 13,485 shares; 2025Q1: 12,701 shares; 2025Q2: 13,874 shares; 2025Q3: 12,813 shares; 2025Q4: 12,248 shares; 2026Q1: 13,152 shares; 2026Q2: 13,417 shares 13,417 $829K 0.04% +265 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,518 shares; 2025Q3: 6,611 shares; 2025Q4: 7,045 shares; 2026Q1: 6,996 shares; 2026Q2: 7,012 shares 7,012 $819K 0.04% +16 Timeline ITB 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: 4,774 shares; 2025Q4: 6,828 shares; 2026Q1: 6,876 shares; 2026Q2: 7,719 shares 7,719 $806K 0.04% +843 Timeline TW TRADEWEB MKTS INC More: the full row for TRADEWEB MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,001 shares; 2026Q1: 7,775 shares; 2026Q2: 8,026 shares 8,026 $800K 0.04% +251 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: 18,724 shares; 2024Q4: 14,012 shares; 2025Q1: 13,280 shares; 2025Q2: 13,702 shares; 2025Q3: 13,044 shares; 2025Q4: 12,024 shares; 2026Q1: 11,748 shares; 2026Q2: 11,849 shares 11,849 $794K 0.04% +101 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,166 shares; 2025Q3: 9,360 shares; 2025Q4: 15,211 shares; 2026Q1: 21,674 shares; 2026Q2: 20,804 shares 20,804 $790K 0.04% -870 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: 6,166 shares; 2024Q4: 3,708 shares; 2025Q1: 3,524 shares; 2025Q2: 3,642 shares; 2025Q3: 3,981 shares; 2025Q4: 4,297 shares; 2026Q1: 4,192 shares; 2026Q2: 4,240 shares 4,240 $784K 0.04% +48 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,221 shares; 2026Q1: 20,045 shares; 2026Q2: 18,274 shares 18,274 $781K 0.04% -1,771 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: 144,659 shares; 2024Q4: 126,789 shares; 2025Q1: 114,410 shares; 2025Q2: 101,900 shares; 2025Q3: 70,627 shares; 2025Q4: 59,017 shares; 2026Q1: 56,033 shares; 2026Q2: 55,699 shares 55,699 $774K 0.04% -334 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,074 shares; 2024Q4: 14,918 shares; 2025Q1: 6,848 shares; 2025Q2: 6,917 shares; 2025Q3: 6,909 shares; 2025Q4: 7,504 shares; 2026Q1: 7,119 shares; 2026Q2: 7,398 shares 7,398 $769K 0.04% +279 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,360 shares; 2026Q2: 15,014 shares 15,014 $769K 0.04% +5,654 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: 13,910 shares; 2024Q4: 15,384 shares; 2025Q1: 18,491 shares; 2025Q2: 16,224 shares; 2025Q3: 14,574 shares; 2025Q4: 16,449 shares; 2026Q1: 15,070 shares; 2026Q2: 15,090 shares 15,090 $763K 0.04% +20 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: 3,101 shares; 2024Q4: 2,928 shares; 2025Q1: 4,966 shares; 2025Q2: 5,449 shares; 2025Q3: 5,501 shares; 2025Q4: 6,504 shares; 2026Q1: 6,559 shares; 2026Q2: 6,940 shares 6,940 $759K 0.04% +381 Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,313 shares; 2025Q2: 18,117 shares; 2025Q3: 18,118 shares; 2025Q4: 19,540 shares; 2026Q1: 22,184 shares; 2026Q2: 23,138 shares 23,138 $759K 0.04% +954 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,219 shares; 2024Q4: 15,495 shares; 2025Q1: 17,994 shares; 2025Q2: 15,982 shares; 2025Q3: 16,063 shares; 2025Q4: 15,105 shares; 2026Q1: 15,248 shares; 2026Q2: 15,296 shares 15,296 $758K 0.04% +48 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: 7,683 shares; 2024Q4: 6,180 shares; 2025Q1: 6,180 shares; 2025Q2: 6,180 shares; 2025Q3: 6,180 shares; 2025Q4: 6,180 shares; 2026Q1: 6,180 shares; 2026Q2: 6,180 shares 6,180 $756K 0.04% 0 Timeline JVAL J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,765 shares; 2025Q4: 12,077 shares; 2026Q1: 12,441 shares; 2026Q2: 12,741 shares 12,741 $747K 0.04% +300 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,725 shares; 2024Q4: 9,683 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,436 shares; 2026Q1: 18,743 shares; 2026Q2: 16,414 shares 16,414 $747K 0.04% -2,329 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,614 shares; 2024Q4: 9,889 shares; 2025Q1: 9,304 shares; 2025Q2: 9,235 shares; 2025Q3: 9,000 shares; 2025Q4: 7,342 shares; 2026Q1: 7,329 shares; 2026Q2: 7,252 shares 7,252 $743K 0.04% -77 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,531 shares; 2025Q3: 26,643 shares; 2025Q4: 44,607 shares; 2026Q1: 34,107 shares; 2026Q2: 31,666 shares 31,666 $742K 0.04% -2,441 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 30,016 shares 30,016 $740K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: 6,585 shares; 2025Q2: 6,370 shares; 2025Q3: 6,327 shares; 2025Q4: 8,182 shares; 2026Q1: 11,743 shares; 2026Q2: 9,877 shares 9,877 $740K 0.04% -1,866 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,741 shares; 2024Q4: 2,977 shares; 2025Q1: 3,383 shares; 2025Q2: 3,597 shares; 2025Q3: 7,522 shares; 2025Q4: 7,226 shares; 2026Q1: 7,834 shares; 2026Q2: 7,069 shares 7,069 $735K 0.04% -765 Timeline BFC BANK FIRST CORP More: the full row for BANK FIRST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,950 shares; 2024Q4: 4,950 shares; 2025Q1: 4,950 shares; 2025Q2: 4,950 shares; 2025Q3: 4,950 shares; 2025Q4: 4,950 shares; 2026Q1: 4,950 shares; 2026Q2: 4,950 shares 4,950 $734K 0.04% 0 Timeline FTXN 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: 12,093 shares; 2024Q4: 10,150 shares; 2025Q1: 10,150 shares; 2025Q2: 9,510 shares; 2025Q3: 9,510 shares; 2025Q4: 9,510 shares; 2026Q1: 9,200 shares; 2026Q2: 21,959 shares 21,959 $734K 0.04% +12,759 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: 10,580 shares; 2024Q4: 10,361 shares; 2025Q1: 9,213 shares; 2025Q2: 10,321 shares; 2025Q3: 13,487 shares; 2025Q4: 13,951 shares; 2026Q1: 14,991 shares; 2026Q2: 15,129 shares 15,129 $733K 0.04% +138 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,177 shares; 2024Q4: 3,158 shares; 2025Q1: 2,906 shares; 2025Q2: 2,906 shares; 2025Q3: 2,702 shares; 2025Q4: 2,714 shares; 2026Q1: 2,691 shares; 2026Q2: 2,432 shares 2,432 $732K 0.04% -259 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: 4,636 shares; 2024Q4: not reported; 2025Q1: 4,062 shares; 2025Q2: 4,379 shares; 2025Q3: 5,424 shares; 2025Q4: 6,983 shares; 2026Q1: 12,711 shares; 2026Q2: 10,098 shares 10,098 $729K 0.04% -2,613 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: 11,339 shares; 2024Q4: 7,909 shares; 2025Q1: 7,717 shares; 2025Q2: 7,261 shares; 2025Q3: 7,991 shares; 2025Q4: 8,301 shares; 2026Q1: 11,100 shares; 2026Q2: 11,667 shares 11,667 $723K 0.04% +567 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: 1,057 shares; 2024Q4: 1,049 shares; 2025Q1: 968 shares; 2025Q2: 877 shares; 2025Q3: 907 shares; 2025Q4: 10,534 shares; 2026Q1: 9,963 shares; 2026Q2: 10,071 shares 10,071 $719K 0.04% +108 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: 3,797 shares; 2024Q4: 3,797 shares; 2025Q1: 3,797 shares; 2025Q2: 3,797 shares; 2025Q3: 3,797 shares; 2025Q4: 3,250 shares; 2026Q1: 3,250 shares; 2026Q2: 3,301 shares 3,301 $717K 0.04% +51 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 418 shares; 2024Q4: 430 shares; 2025Q1: 471 shares; 2025Q2: 7,683 shares; 2025Q3: 9,075 shares; 2025Q4: 8,781 shares; 2026Q1: 8,844 shares; 2026Q2: 7,727 shares 7,727 $712K 0.04% -1,117 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 849 shares; 2025Q2: 1,184 shares; 2025Q3: 1,396 shares; 2025Q4: 1,861 shares; 2026Q1: 1,990 shares; 2026Q2: 2,085 shares 2,085 $710K 0.04% +95 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,053 shares; 2024Q4: 16,825 shares; 2025Q1: 16,219 shares; 2025Q2: 16,013 shares; 2025Q3: 15,935 shares; 2025Q4: 16,294 shares; 2026Q1: 15,207 shares; 2026Q2: 13,837 shares 13,837 $700K 0.04% -1,370 Timeline TRPA HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 79,063 shares; 2025Q4: 25,264 shares; 2026Q1: 19,042 shares; 2026Q2: 17,765 shares 17,765 $690K 0.04% -1,277 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: 103,987 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,048 shares; 2026Q2: 13,649 shares 13,649 $689K 0.04% +2,601 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,914 shares; 2026Q2: 9,046 shares 9,046 $689K 0.04% +5,132 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,170 shares; 2024Q4: 13,610 shares; 2025Q1: 13,914 shares; 2025Q2: 14,345 shares; 2025Q3: 15,385 shares; 2025Q4: 18,416 shares; 2026Q1: 15,814 shares; 2026Q2: 12,540 shares 12,540 $686K 0.04% -3,274 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: 5,020 shares; 2024Q4: 5,038 shares; 2025Q1: 3,596 shares; 2025Q2: 3,204 shares; 2025Q3: 3,207 shares; 2025Q4: 3,119 shares; 2026Q1: 3,127 shares; 2026Q2: 2,980 shares 2,980 $684K 0.04% -147 Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,698 shares; 2026Q1: 40,802 shares; 2026Q2: 42,569 shares 42,569 $682K 0.04% +1,767 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,005 shares; 2024Q4: 6,491 shares; 2025Q1: 6,498 shares; 2025Q2: 6,081 shares; 2025Q3: 5,921 shares; 2025Q4: 5,898 shares; 2026Q1: 5,937 shares; 2026Q2: 12,145 shares 12,145 $682K 0.04% +6,208 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,014 shares; 2026Q1: 10,841 shares; 2026Q2: 11,330 shares 11,330 $681K 0.04% +489 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,470 shares; 2025Q3: 5,721 shares; 2025Q4: 5,700 shares; 2026Q1: 9,298 shares; 2026Q2: 6,667 shares 6,667 $678K 0.04% -2,631 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,036 shares; 2025Q1: 2,825 shares; 2025Q2: 2,909 shares; 2025Q3: 3,213 shares; 2025Q4: 3,518 shares; 2026Q1: 3,907 shares; 2026Q2: 4,622 shares 4,622 $676K 0.04% +715 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,053 shares; 2026Q1: 4,078 shares; 2026Q2: 3,965 shares 3,965 $674K 0.03% -113 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: 16,650 shares; 2024Q4: 19,903 shares; 2025Q1: 26,073 shares; 2025Q2: 28,615 shares; 2025Q3: 28,563 shares; 2025Q4: 22,938 shares; 2026Q1: 25,236 shares; 2026Q2: 26,286 shares 26,286 $672K 0.03% +1,050 Timeline PI IMPINJ INC More: the full row for IMPINJ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,792 shares; 2025Q2: 4,881 shares; 2025Q3: 4,682 shares; 2025Q4: 4,697 shares; 2026Q1: 4,974 shares; 2026Q2: 4,675 shares 4,675 $670K 0.03% -299 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: 14,590 shares; 2024Q4: 16,367 shares; 2025Q1: 17,240 shares; 2025Q2: 18,372 shares; 2025Q3: 12,584 shares; 2025Q4: 9,601 shares; 2026Q1: 7,696 shares; 2026Q2: 6,500 shares 6,500 $668K 0.03% -1,196 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,669 shares; 2026Q1: 18,275 shares; 2026Q2: 18,022 shares 18,022 $666K 0.03% -253 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,397 shares; 2024Q4: 4,089 shares; 2025Q1: 3,680 shares; 2025Q2: 3,837 shares; 2025Q3: 4,289 shares; 2025Q4: 3,963 shares; 2026Q1: 3,803 shares; 2026Q2: 3,072 shares 3,072 $665K 0.03% -731 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 27,189 shares 27,189 $656K 0.03% new Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,587 shares; 2026Q1: 14,638 shares; 2026Q2: 17,473 shares 17,473 $655K 0.03% +2,835 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: 1,510 shares; 2024Q4: 1,511 shares; 2025Q1: 1,515 shares; 2025Q2: 1,896 shares; 2025Q3: 1,949 shares; 2025Q4: 1,935 shares; 2026Q1: 1,901 shares; 2026Q2: 1,902 shares 1,902 $654K 0.03% +1 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: 4,478 shares; 2024Q4: 3,686 shares; 2025Q1: 3,773 shares; 2025Q2: 3,886 shares; 2025Q3: 4,027 shares; 2025Q4: 4,781 shares; 2026Q1: 4,775 shares; 2026Q2: 4,651 shares 4,651 $651K 0.03% -124 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,175 shares; 2024Q4: 15,175 shares; 2025Q1: 15,175 shares; 2025Q2: 15,175 shares; 2025Q3: 15,175 shares; 2025Q4: 15,175 shares; 2026Q1: 14,875 shares; 2026Q2: 14,875 shares 14,875 $647K 0.03% 0 Timeline MDU MDU RES GROUP INC More: the full row for MDU RES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,792 shares; 2026Q1: 29,812 shares; 2026Q2: 30,412 shares 30,412 $645K 0.03% +600 Timeline SNY SANOFI SA More: the full row for SANOFI SA 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: 12,071 shares; 2026Q1: 15,971 shares; 2026Q2: 15,113 shares 15,113 $645K 0.03% -858 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: 6,792 shares; 2024Q4: 6,567 shares; 2025Q1: 6,322 shares; 2025Q2: 5,918 shares; 2025Q3: 5,888 shares; 2025Q4: 5,733 shares; 2026Q1: 1,460 shares; 2026Q2: 7,292 shares 7,292 $641K 0.03% +5,832 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: 5,294 shares; 2024Q4: 5,297 shares; 2025Q1: 5,108 shares; 2025Q2: 5,110 shares; 2025Q3: 5,111 shares; 2025Q4: 5,113 shares; 2026Q1: 5,114 shares; 2026Q2: 4,565 shares 4,565 $639K 0.03% -549 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,777 shares; 2024Q4: 5,489 shares; 2025Q1: 5,735 shares; 2025Q2: 5,762 shares; 2025Q3: 5,807 shares; 2025Q4: 5,487 shares; 2026Q1: 5,886 shares; 2026Q2: 6,538 shares 6,538 $638K 0.03% +652 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,939 shares; 2024Q4: 2,941 shares; 2025Q1: 3,144 shares; 2025Q2: 4,730 shares; 2025Q3: 6,137 shares; 2025Q4: 5,643 shares; 2026Q1: 5,867 shares; 2026Q2: 5,820 shares 5,820 $637K 0.03% -47 Timeline QQXT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,675 shares; 2025Q4: 8,205 shares; 2026Q1: 7,690 shares; 2026Q2: 6,460 shares 6,460 $631K 0.03% -1,230 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,096 shares; 2024Q4: 18,285 shares; 2025Q1: 41,245 shares; 2025Q2: 37,163 shares; 2025Q3: 37,695 shares; 2025Q4: 37,267 shares; 2026Q1: 35,791 shares; 2026Q2: 36,171 shares 36,171 $628K 0.03% +380 Timeline FTNT FORTINET INC More: the full row for FORTINET 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: 4,002 shares 4,002 $615K 0.03% new 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: 7,140 shares; 2024Q4: 3,664 shares; 2025Q1: 3,817 shares; 2025Q2: 2,781 shares; 2025Q3: 2,785 shares; 2025Q4: 2,788 shares; 2026Q1: 2,758 shares; 2026Q2: 2,758 shares 2,758 $614K 0.03% 0 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: 9,110 shares; 2024Q4: 7,629 shares; 2025Q1: 7,064 shares; 2025Q2: 6,337 shares; 2025Q3: 6,682 shares; 2025Q4: 6,544 shares; 2026Q1: 6,071 shares; 2026Q2: 5,967 shares 5,967 $610K 0.03% -104 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,973 shares; 2025Q3: 9,448 shares; 2025Q4: 9,304 shares; 2026Q1: 9,244 shares; 2026Q2: 9,284 shares 9,284 $609K 0.03% +40 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 753 shares; 2026Q1: 762 shares; 2026Q2: 846 shares 846 $609K 0.03% +84 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: 3,042 shares; 2024Q4: 3,043 shares; 2025Q1: 2,993 shares; 2025Q2: 2,921 shares; 2025Q3: 3,028 shares; 2025Q4: 3,101 shares; 2026Q1: 3,362 shares; 2026Q2: 4,147 shares 4,147 $607K 0.03% +785 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,445 shares 2,445 $606K 0.03% new Timeline ISPY PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,142 shares; 2026Q1: 12,142 shares; 2026Q2: 12,569 shares 12,569 $606K 0.03% +427 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: 2,443 shares; 2024Q4: 2,263 shares; 2025Q1: 1,525 shares; 2025Q2: 3,092 shares; 2025Q3: 4,373 shares; 2025Q4: 4,567 shares; 2026Q1: 2,031 shares; 2026Q2: 1,453 shares 1,453 $604K 0.03% -578 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: 710 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 487 shares; 2025Q3: 549 shares; 2025Q4: 636 shares; 2026Q1: 628 shares; 2026Q2: 590 shares 590 $596K 0.03% -38 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: 11,343 shares; 2024Q4: 27,863 shares; 2025Q1: 25,048 shares; 2025Q2: 21,638 shares; 2025Q3: 21,523 shares; 2025Q4: 24,677 shares; 2026Q1: 24,789 shares; 2026Q2: 21,275 shares 21,275 $589K 0.03% -3,514 Timeline MOS MOSAIC CO More: the full row for MOSAIC 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: 16,860 shares; 2026Q1: 28,135 shares; 2026Q2: 27,690 shares 27,690 $587K 0.03% -445 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,205 shares; 2024Q4: 6,011 shares; 2025Q1: 5,955 shares; 2025Q2: 5,792 shares; 2025Q3: 5,639 shares; 2025Q4: 5,566 shares; 2026Q1: 5,706 shares; 2026Q2: 5,708 shares 5,708 $584K 0.03% +2 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: 10,384 shares; 2024Q4: 9,684 shares; 2025Q1: 9,402 shares; 2025Q2: 9,858 shares; 2025Q3: 10,344 shares; 2025Q4: 8,449 shares; 2026Q1: 10,370 shares; 2026Q2: 10,236 shares 10,236 $577K 0.03% -134 Timeline GCOR GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,304 shares; 2024Q4: 13,960 shares; 2025Q1: 10,299 shares; 2025Q2: 16,183 shares; 2025Q3: 15,525 shares; 2025Q4: 15,142 shares; 2026Q1: 15,409 shares; 2026Q2: 14,009 shares 14,009 $577K 0.03% -1,400 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,792 shares; 2024Q4: 1,790 shares; 2025Q1: 1,951 shares; 2025Q2: 1,911 shares; 2025Q3: 2,163 shares; 2025Q4: 2,316 shares; 2026Q1: 3,497 shares; 2026Q2: 3,192 shares 3,192 $573K 0.03% -305 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: 24,264 shares; 2024Q4: 8,304 shares; 2025Q1: 7,759 shares; 2025Q2: 7,634 shares; 2025Q3: 7,634 shares; 2025Q4: 9,425 shares; 2026Q1: 9,231 shares; 2026Q2: 9,389 shares 9,389 $571K 0.03% +158 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: 4,484 shares; 2024Q4: 4,292 shares; 2025Q1: 4,604 shares; 2025Q2: 4,296 shares; 2025Q3: 4,313 shares; 2025Q4: 7,513 shares; 2026Q1: 6,753 shares; 2026Q2: 5,961 shares 5,961 $569K 0.03% -792 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,626 shares; 2024Q4: 11,173 shares; 2025Q1: 11,173 shares; 2025Q2: 11,173 shares; 2025Q3: 11,173 shares; 2025Q4: 11,709 shares; 2026Q1: 11,603 shares; 2026Q2: 11,603 shares 11,603 $565K 0.03% 0 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,897 shares; 2024Q4: 2,650 shares; 2025Q1: 2,604 shares; 2025Q2: 2,889 shares; 2025Q3: 2,722 shares; 2025Q4: 2,762 shares; 2026Q1: 3,459 shares; 2026Q2: 3,135 shares 3,135 $556K 0.03% -324 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,719 shares; 2026Q1: 8,918 shares; 2026Q2: 11,829 shares 11,829 $555K 0.03% +2,911 Timeline ECL ECOLAB INC More: the full row for ECOLAB 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: 1,982 shares 1,982 $552K 0.03% new Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,454 shares; 2024Q4: 17,396 shares; 2025Q1: 26,571 shares; 2025Q2: 17,429 shares; 2025Q3: 17,717 shares; 2025Q4: 15,405 shares; 2026Q1: 10,139 shares; 2026Q2: 11,756 shares 11,756 $550K 0.03% +1,617 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,893 shares; 2025Q4: 8,398 shares; 2026Q1: 8,524 shares; 2026Q2: 8,527 shares 8,527 $548K 0.03% +3 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: 18,875 shares; 2024Q4: 20,805 shares; 2025Q1: 24,766 shares; 2025Q2: 21,727 shares; 2025Q3: 18,385 shares; 2025Q4: 17,596 shares; 2026Q1: 10,904 shares; 2026Q2: 10,924 shares 10,924 $539K 0.03% +20 Timeline FFLG 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: 9,127 shares; 2026Q1: 15,523 shares; 2026Q2: 15,523 shares 15,523 $538K 0.03% 0 Timeline BMRN BIOMARIN PHARMACEUTICAL INC More: the full row for BIOMARIN PHARMACEUTICAL 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: 10,592 shares; 2026Q2: 9,366 shares 9,366 $536K 0.03% -1,226 Timeline EVUS 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: 11,321 shares; 2025Q4: 17,602 shares; 2026Q1: 14,940 shares; 2026Q2: 15,187 shares 15,187 $533K 0.03% +247 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,015 shares; 2024Q4: 3,009 shares; 2025Q1: 3,099 shares; 2025Q2: 3,044 shares; 2025Q3: 3,109 shares; 2025Q4: 3,314 shares; 2026Q1: 2,213 shares; 2026Q2: 2,229 shares 2,229 $529K 0.03% +16 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY 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: 11,383 shares; 2026Q2: 14,119 shares 14,119 $529K 0.03% +2,736 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,355 shares 2,355 $527K 0.03% new Timeline RPV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,988 shares; 2024Q4: 4,948 shares; 2025Q1: 4,293 shares; 2025Q2: 4,539 shares; 2025Q3: 4,504 shares; 2025Q4: 3,689 shares; 2026Q1: 3,826 shares; 2026Q2: 4,626 shares 4,626 $527K 0.03% +800 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,142 shares 2,142 $525K 0.03% new Timeline SPHD 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: 10,129 shares; 2026Q1: 10,229 shares; 2026Q2: 10,230 shares 10,230 $520K 0.03% +1 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,786 shares; 2026Q1: 4,768 shares; 2026Q2: 4,855 shares 4,855 $518K 0.03% +87 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: 22,007 shares; 2024Q4: 12,936 shares; 2025Q1: not reported; 2025Q2: 24,528 shares; 2025Q3: 10,570 shares; 2025Q4: 5,823 shares; 2026Q1: 6,553 shares; 2026Q2: 6,836 shares 6,836 $518K 0.03% +283 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,079 shares; 2025Q3: 5,098 shares; 2025Q4: 4,723 shares; 2026Q1: 5,980 shares; 2026Q2: 8,639 shares 8,639 $516K 0.03% +2,659 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: 9,876 shares; 2024Q4: 6,824 shares; 2025Q1: 6,505 shares; 2025Q2: 6,062 shares; 2025Q3: 6,077 shares; 2025Q4: 5,876 shares; 2026Q1: 4,946 shares; 2026Q2: 4,981 shares 4,981 $515K 0.03% +35 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,106 shares 10,106 $515K 0.03% 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,322 shares 2,322 $513K 0.03% new Timeline IETC 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: 4,421 shares; 2024Q4: 4,424 shares; 2025Q1: 4,426 shares; 2025Q2: 4,428 shares; 2025Q3: 4,273 shares; 2025Q4: 4,276 shares; 2026Q1: 4,705 shares; 2026Q2: 4,753 shares 4,753 $510K 0.03% +48 Timeline FELC 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: 10,123 shares; 2024Q4: 11,046 shares; 2025Q1: 11,320 shares; 2025Q2: 11,644 shares; 2025Q3: 11,663 shares; 2025Q4: 11,683 shares; 2026Q1: 12,004 shares; 2026Q2: 12,104 shares 12,104 $507K 0.03% +100 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: 1,247 shares; 2024Q4: 1,248 shares; 2025Q1: 1,252 shares; 2025Q2: 1,252 shares; 2025Q3: 1,252 shares; 2025Q4: 1,254 shares; 2026Q1: 1,254 shares; 2026Q2: 1,256 shares 1,256 $505K 0.03% +2 Timeline EOT EATON VANCE NATL MUN OPPORT More: the full row for EATON VANCE NATL MUN OPPORT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,467 shares; 2025Q3: 25,418 shares; 2025Q4: 26,421 shares; 2026Q1: 30,702 shares; 2026Q2: 28,531 shares 28,531 $503K 0.03% -2,171 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: 2,212 shares; 2024Q4: 2,212 shares; 2025Q1: 2,025 shares; 2025Q2: 2,067 shares; 2025Q3: 2,067 shares; 2025Q4: 2,091 shares; 2026Q1: 2,363 shares; 2026Q2: 3,051 shares 3,051 $502K 0.03% +688 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,566 shares; 2024Q4: 1,604 shares; 2025Q1: 1,519 shares; 2025Q2: 1,511 shares; 2025Q3: 1,477 shares; 2025Q4: 1,485 shares; 2026Q1: 1,612 shares; 2026Q2: 1,572 shares 1,572 $492K 0.03% -40 Timeline RDDT REDDIT INC More: the full row for REDDIT 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: 2,835 shares 2,835 $492K 0.03% new Timeline MBWM MERCANTILE BK CORP More: the full row for MERCANTILE BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,500 shares; 2024Q4: 13,500 shares; 2025Q1: 13,500 shares; 2025Q2: 13,500 shares; 2025Q3: 13,500 shares; 2025Q4: 10,560 shares; 2026Q1: 10,560 shares; 2026Q2: 8,561 shares 8,561 $492K 0.03% -1,999 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: 8,763 shares; 2024Q4: 9,969 shares; 2025Q1: 10,881 shares; 2025Q2: 11,193 shares; 2025Q3: 11,202 shares; 2025Q4: 11,211 shares; 2026Q1: 11,217 shares; 2026Q2: 11,227 shares 11,227 $491K 0.03% +10 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,084 shares 1,084 $491K 0.03% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,211 shares; 2025Q4: 9,730 shares; 2026Q1: 9,816 shares; 2026Q2: 9,538 shares 9,538 $489K 0.03% -278 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 527 shares; 2025Q1: 519 shares; 2025Q2: 508 shares; 2025Q3: 523 shares; 2025Q4: 516 shares; 2026Q1: 517 shares; 2026Q2: 508 shares 508 $489K 0.03% -9 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: 12,498 shares; 2025Q4: not reported; 2026Q1: 9,351 shares; 2026Q2: 8,933 shares 8,933 $488K 0.03% -418 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 837 shares; 2024Q4: 834 shares; 2025Q1: 837 shares; 2025Q2: 837 shares; 2025Q3: 930 shares; 2025Q4: 928 shares; 2026Q1: 989 shares; 2026Q2: 5,866 shares 5,866 $485K 0.03% +4,877 Timeline RYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,725 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,475 shares; 2026Q2: 30,053 shares 30,053 $481K 0.02% +578 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,280 shares 5,280 $479K 0.02% new Timeline MFSV MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,515 shares; 2026Q2: 16,605 shares 16,605 $474K 0.02% +2,090 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: 1,242 shares; 2024Q4: 980 shares; 2025Q1: not reported; 2025Q2: 1,086 shares; 2025Q3: 1,410 shares; 2025Q4: 1,467 shares; 2026Q1: 1,300 shares; 2026Q2: 1,399 shares 1,399 $473K 0.02% +99 Timeline DRS LEONARDO DRS INC More: the full row for LEONARDO DRS 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: 11,650 shares; 2026Q2: 11,023 shares 11,023 $470K 0.02% -627 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,600 shares; 2024Q4: 10,600 shares; 2025Q1: 10,600 shares; 2025Q2: 10,600 shares; 2025Q3: 10,600 shares; 2025Q4: 10,600 shares; 2026Q1: 10,600 shares; 2026Q2: 10,600 shares 10,600 $470K 0.02% 0 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 reported; 2024Q4: 4,079 shares; 2025Q1: 3,930 shares; 2025Q2: 3,491 shares; 2025Q3: 4,165 shares; 2025Q4: 5,519 shares; 2026Q1: 5,535 shares; 2026Q2: 5,644 shares 5,644 $466K 0.02% +109 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,421 shares 2,421 $464K 0.02% new Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,605 shares; 2024Q4: 12,014 shares; 2025Q1: 8,356 shares; 2025Q2: 7,832 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,411 shares; 2026Q2: 5,469 shares 5,469 $463K 0.02% +58 Timeline DVYE 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: 11,047 shares; 2025Q2: 10,177 shares; 2025Q3: 10,853 shares; 2025Q4: 11,787 shares; 2026Q1: 13,842 shares; 2026Q2: 14,066 shares 14,066 $453K 0.02% +224 Timeline EXTR EXTREME NETWORKS INC More: the full row for EXTREME NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,000 shares; 2024Q4: 14,000 shares; 2025Q1: 14,000 shares; 2025Q2: 14,000 shares; 2025Q3: 14,000 shares; 2025Q4: 14,000 shares; 2026Q1: 14,000 shares; 2026Q2: 14,000 shares 14,000 $453K 0.02% 0 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET 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: 1,086 shares; 2026Q2: 2,485 shares 2,485 $450K 0.02% +1,399 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,689 shares; 2026Q1: 8,689 shares; 2026Q2: 8,507 shares 8,507 $447K 0.02% -182 Timeline ACVF ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES 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: 10,148 shares; 2026Q1: 10,148 shares; 2026Q2: 8,186 shares 8,186 $446K 0.02% -1,962 Timeline CLSE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,110 shares; 2025Q2: not reported; 2025Q3: 11,155 shares; 2025Q4: 11,690 shares; 2026Q1: 12,235 shares; 2026Q2: 13,020 shares 13,020 $444K 0.02% +785 Timeline FQAL 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: 3,236 shares; 2026Q2: 5,360 shares 5,360 $436K 0.02% +2,124 Timeline HYGV FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,390 shares; 2024Q4: 11,486 shares; 2025Q1: 10,505 shares; 2025Q2: 17,745 shares; 2025Q3: 19,093 shares; 2025Q4: 21,571 shares; 2026Q1: 10,480 shares; 2026Q2: 10,830 shares 10,830 $436K 0.02% +350 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,888 shares 14,888 $431K 0.02% new 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: 7,906 shares; 2024Q4: 8,503 shares; 2025Q1: 8,674 shares; 2025Q2: 7,301 shares; 2025Q3: 7,322 shares; 2025Q4: 7,280 shares; 2026Q1: 8,222 shares; 2026Q2: 8,218 shares 8,218 $431K 0.02% -4 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,432 shares; 2026Q1: 1,453 shares; 2026Q2: 1,538 shares 1,538 $424K 0.02% +85 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,618 shares; 2025Q4: 2,864 shares; 2026Q1: 3,280 shares; 2026Q2: 3,614 shares 3,614 $419K 0.02% +334 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: 10,389 shares; 2024Q4: 10,389 shares; 2025Q1: 9,689 shares; 2025Q2: 9,689 shares; 2025Q3: 9,824 shares; 2025Q4: 9,894 shares; 2026Q1: 9,894 shares; 2026Q2: 10,426 shares 10,426 $418K 0.02% +532 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: 3,537 shares; 2024Q4: 3,620 shares; 2025Q1: 3,548 shares; 2025Q2: 3,243 shares; 2025Q3: 3,263 shares; 2025Q4: 3,214 shares; 2026Q1: 3,036 shares; 2026Q2: 3,840 shares 3,840 $414K 0.02% +804 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,389 shares 1,389 $414K 0.02% new Timeline PCAR PACCAR INC More: the full row for PACCAR 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: 3,420 shares; 2026Q2: 3,387 shares 3,387 $407K 0.02% -33 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,039 shares; 2024Q4: 3,537 shares; 2025Q1: 2,913 shares; 2025Q2: 2,987 shares; 2025Q3: 3,016 shares; 2025Q4: 3,217 shares; 2026Q1: 2,813 shares; 2026Q2: 2,510 shares 2,510 $406K 0.02% -303 Timeline