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: 87,530 shares; 2024Q4: 79,705 shares; 2025Q1: 440,684 shares; 2025Q2: 467,224 shares; 2025Q3: 500,243 shares; 2025Q4: 518,743 shares; 2026Q1: 488,714 shares; 2026Q2: 507,533 shares 507,533 $349M 8.86% +18,819 Timeline QGRW 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: 3,341,641 shares; 2025Q2: 3,749,620 shares; 2025Q3: 4,093,976 shares; 2025Q4: 4,214,209 shares; 2026Q1: 4,330,872 shares; 2026Q2: 4,540,625 shares 4,540,625 $300M 7.62% +209,753 Timeline FSMD 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: 2,294,135 shares; 2024Q4: 2,582,395 shares; 2025Q1: 3,478,053 shares; 2025Q2: 3,551,494 shares; 2025Q3: 3,803,734 shares; 2025Q4: 4,020,613 shares; 2026Q1: 5,165,395 shares; 2026Q2: 5,565,941 shares 5,565,941 $294M 7.47% +400,546 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: 1,499,854 shares; 2024Q4: 1,737,909 shares; 2025Q1: 4,259,032 shares; 2025Q2: 4,475,833 shares; 2025Q3: 4,784,732 shares; 2025Q4: 4,964,122 shares; 2026Q1: 5,659,717 shares; 2026Q2: 6,100,216 shares 6,100,216 $261M 6.62% +440,499 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,850,375 shares; 2024Q4: 2,114,963 shares; 2025Q1: 2,358,510 shares; 2025Q2: 2,386,771 shares; 2025Q3: 2,400,679 shares; 2025Q4: 2,416,148 shares; 2026Q1: 2,549,629 shares; 2026Q2: 2,644,118 shares 2,644,118 $193M 4.9% +94,489 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,748,900 shares; 2024Q4: 3,766,885 shares; 2025Q1: 4,489,336 shares; 2025Q2: 4,777,442 shares; 2025Q3: 5,301,950 shares; 2025Q4: 5,768,470 shares; 2026Q1: 6,463,927 shares; 2026Q2: 7,173,455 shares 7,173,455 $190M 4.83% +709,528 Timeline UBND VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,764,517 shares; 2024Q4: 3,717,144 shares; 2025Q1: 4,960,651 shares; 2025Q2: 5,283,185 shares; 2025Q3: 5,970,753 shares; 2025Q4: 6,504,886 shares; 2026Q1: 7,358,557 shares; 2026Q2: 8,164,569 shares 8,164,569 $177M 4.51% +806,012 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: 212,826 shares; 2024Q4: 262,844 shares; 2025Q1: 1,827,617 shares; 2025Q2: 1,997,711 shares; 2025Q3: 2,199,223 shares; 2025Q4: 2,314,770 shares; 2026Q1: 2,532,542 shares; 2026Q2: 2,823,822 shares 2,823,822 $170M 4.33% +291,280 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: 3,259,519 shares; 2024Q4: 3,657,296 shares; 2025Q1: 2,660,216 shares; 2025Q2: 2,704,229 shares; 2025Q3: 2,770,409 shares; 2025Q4: 2,893,478 shares; 2026Q1: 3,180,704 shares; 2026Q2: 3,438,086 shares 3,438,086 $157M 3.99% +257,382 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: 940,971 shares; 2024Q4: 1,597,812 shares; 2025Q1: 1,964,840 shares; 2025Q2: 2,087,492 shares; 2025Q3: 2,290,307 shares; 2025Q4: 2,490,208 shares; 2026Q1: 2,843,873 shares; 2026Q2: 3,153,325 shares 3,153,325 $143M 3.64% +309,452 Timeline NFLT ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,541,593 shares; 2024Q4: 2,629,618 shares; 2025Q1: 3,192,612 shares; 2025Q2: 3,363,464 shares; 2025Q3: 3,655,372 shares; 2025Q4: 3,922,543 shares; 2026Q1: 4,467,291 shares; 2026Q2: 4,940,760 shares 4,940,760 $113M 2.88% +473,469 Timeline BNDI 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: 527,382 shares; 2024Q4: 1,044,227 shares; 2025Q1: 1,370,745 shares; 2025Q2: 1,466,424 shares; 2025Q3: 1,617,893 shares; 2025Q4: 1,752,661 shares; 2026Q1: 2,012,440 shares; 2026Q2: 2,256,448 shares 2,256,448 $106M 2.7% +244,008 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: 11,951 shares; 2024Q4: 10,922 shares; 2025Q1: 9,309 shares; 2025Q2: 11,729 shares; 2025Q3: 54,249 shares; 2025Q4: 58,397 shares; 2026Q1: 56,650 shares; 2026Q2: 101,168 shares 101,168 $75.5M 1.92% +44,518 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: 57,672 shares; 2024Q4: 53,530 shares; 2025Q1: 83,597 shares; 2025Q2: 83,429 shares; 2025Q3: 83,799 shares; 2025Q4: 74,036 shares; 2026Q1: 72,519 shares; 2026Q2: 817,700 shares 817,700 $70.4M 1.79% +745,181 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: 33,411 shares; 2024Q4: 33,327 shares; 2025Q1: 47,915 shares; 2025Q2: 47,923 shares; 2025Q3: 49,883 shares; 2025Q4: 50,095 shares; 2026Q1: 50,707 shares; 2026Q2: 50,837 shares 50,837 $47.6M 1.21% +130 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: 124,681 shares; 2024Q4: 124,711 shares; 2025Q1: 124,639 shares; 2025Q2: 125,090 shares; 2025Q3: 180,891 shares; 2025Q4: 180,423 shares; 2026Q1: 161,459 shares; 2026Q2: 161,007 shares 161,007 $46.6M 1.18% -452 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 116,009 shares; 2024Q4: 112,045 shares; 2025Q1: 105,357 shares; 2025Q2: 86,860 shares; 2025Q3: 1,143,299 shares; 2025Q4: 1,201,892 shares; 2026Q1: 979,118 shares; 2026Q2: 776,178 shares 776,178 $45.2M 1.15% -202,940 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: 43,416 shares; 2024Q4: 38,504 shares; 2025Q1: 39,374 shares; 2025Q2: 38,529 shares; 2025Q3: 43,237 shares; 2025Q4: 41,247 shares; 2026Q1: 37,789 shares; 2026Q2: 42,635 shares 42,635 $31.4M 0.8% +4,846 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: 1,791,433 shares; 2024Q4: 5,777,637 shares; 2025Q1: 1,778,153 shares; 2025Q2: 1,537,151 shares; 2025Q3: 1,236,924 shares; 2025Q4: 1,180,968 shares; 2026Q1: 1,086,268 shares; 2026Q2: 1,068,109 shares 1,068,109 $30.9M 0.79% -18,159 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: 74,550 shares; 2024Q4: 65,641 shares; 2025Q1: 137,563 shares; 2025Q2: 137,517 shares; 2025Q3: 140,140 shares; 2025Q4: 114,761 shares; 2026Q1: 120,954 shares; 2026Q2: 122,262 shares 122,262 $26.6M 0.68% +1,308 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 149,966 shares 149,966 $24.5M 0.62% new 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: not reported; 2026Q1: not reported; 2026Q2: 73,881 shares 73,881 $22.4M 0.57% new 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: 7,844 shares; 2024Q4: 5,544 shares; 2025Q1: 5,202 shares; 2025Q2: 5,224 shares; 2025Q3: 5,325 shares; 2025Q4: 4,668 shares; 2026Q1: 6,622 shares; 2026Q2: 91,469 shares 91,469 $22.2M 0.56% +84,847 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: 689,091 shares; 2024Q4: 747,736 shares; 2025Q1: 182,196 shares; 2025Q2: 161,534 shares; 2025Q3: 119,483 shares; 2025Q4: 110,135 shares; 2026Q1: 97,861 shares; 2026Q2: 92,401 shares 92,401 $21.9M 0.56% -5,460 Timeline CSHI 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: 784,736 shares; 2024Q4: 403,981 shares; 2025Q1: 267,473 shares; 2025Q2: 242,407 shares; 2025Q3: 237,942 shares; 2025Q4: 244,960 shares; 2026Q1: 288,073 shares; 2026Q2: 438,606 shares 438,606 $21.8M 0.56% +150,533 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: 1,006,619 shares; 2024Q4: 1,059,050 shares; 2025Q1: 322,347 shares; 2025Q2: 256,297 shares; 2025Q3: 184,581 shares; 2025Q4: 176,631 shares; 2026Q1: 157,795 shares; 2026Q2: 145,366 shares 145,366 $20.6M 0.52% -12,429 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: 21,871 shares; 2024Q4: 23,461 shares; 2025Q1: 27,369 shares; 2025Q2: 27,656 shares; 2025Q3: 56,531 shares; 2025Q4: 59,115 shares; 2026Q1: 55,010 shares; 2026Q2: 53,831 shares 53,831 $20.1M 0.51% -1,179 Timeline TSEC TOUCHSTONE ETF TRUST More: the full row for TOUCHSTONE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,689 shares; 2024Q4: 45,861 shares; 2025Q1: 46,712 shares; 2025Q2: 49,339 shares; 2025Q3: 69,991 shares; 2025Q4: 78,440 shares; 2026Q1: 366,584 shares; 2026Q2: 758,554 shares 758,554 $19.6M 0.5% +391,970 Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,897 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,579 shares; 2025Q3: 232,026 shares; 2025Q4: 246,988 shares; 2026Q1: 235,615 shares; 2026Q2: 201,901 shares 201,901 $18.8M 0.48% -33,714 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: 379,300 shares; 2024Q4: 366,462 shares; 2025Q1: 353,161 shares; 2025Q2: 345,962 shares; 2025Q3: 336,095 shares; 2025Q4: 324,003 shares; 2026Q1: 320,005 shares; 2026Q2: 292,995 shares 292,995 $17.8M 0.45% -27,010 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,198,183 shares; 2024Q4: 2,520,434 shares; 2025Q1: 714,510 shares; 2025Q2: 593,917 shares; 2025Q3: 409,501 shares; 2025Q4: 387,131 shares; 2026Q1: 339,405 shares; 2026Q2: 317,383 shares 317,383 $15.7M 0.4% -22,022 Timeline FTRB FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES 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: 918,680 shares; 2025Q4: 989,679 shares; 2026Q1: 853,548 shares; 2026Q2: 623,408 shares 623,408 $15.6M 0.4% -230,140 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: 22,523 shares; 2024Q4: 25,360 shares; 2025Q1: 25,537 shares; 2025Q2: 26,741 shares; 2025Q3: 50,326 shares; 2025Q4: 51,667 shares; 2026Q1: 64,105 shares; 2026Q2: 64,468 shares 64,468 $15.4M 0.39% +363 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,591 shares; 2025Q2: 8,320 shares; 2025Q3: 184,490 shares; 2025Q4: 212,032 shares; 2026Q1: 201,228 shares; 2026Q2: 148,878 shares 148,878 $15M 0.38% -52,350 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: 12,272 shares; 2024Q4: 14,414 shares; 2025Q1: 45,164 shares; 2025Q2: 50,809 shares; 2025Q3: 53,810 shares; 2025Q4: 66,579 shares; 2026Q1: 62,044 shares; 2026Q2: 72,509 shares 72,509 $14.5M 0.37% +10,465 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,472 shares; 2024Q4: 2,561 shares; 2025Q1: 6,117 shares; 2025Q2: 5,720 shares; 2025Q3: 7,642 shares; 2025Q4: 8,321 shares; 2026Q1: 6,816 shares; 2026Q2: 108,505 shares 108,505 $14.3M 0.36% +101,689 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: 35,697 shares; 2024Q4: 32,896 shares; 2025Q1: 32,063 shares; 2025Q2: 33,535 shares; 2025Q3: 112,768 shares; 2025Q4: 119,670 shares; 2026Q1: 112,007 shares; 2026Q2: 110,695 shares 110,695 $12.5M 0.32% -1,312 Timeline TUSI TOUCHSTONE ETF TRUST More: the full row for TOUCHSTONE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 157,719 shares; 2024Q4: 157,907 shares; 2025Q1: 158,056 shares; 2025Q2: 154,054 shares; 2025Q3: 127,623 shares; 2025Q4: 142,674 shares; 2026Q1: 156,666 shares; 2026Q2: 473,334 shares 473,334 $12M 0.3% +316,668 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: 29,136 shares; 2024Q4: 125,270 shares; 2025Q1: 157,408 shares; 2025Q2: 226,855 shares; 2025Q3: 217,594 shares; 2025Q4: 215,333 shares; 2026Q1: 367,237 shares; 2026Q2: 349,899 shares 349,899 $11.8M 0.3% -17,338 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,158 shares; 2024Q4: 36,765 shares; 2025Q1: 115,245 shares; 2025Q2: 120,005 shares; 2025Q3: 116,811 shares; 2025Q4: 79,628 shares; 2026Q1: 81,607 shares; 2026Q2: 153,297 shares 153,297 $11.8M 0.3% +71,690 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: 28,592 shares; 2024Q4: 26,933 shares; 2025Q1: 29,549 shares; 2025Q2: 30,094 shares; 2025Q3: 30,856 shares; 2025Q4: 30,688 shares; 2026Q1: 30,883 shares; 2026Q2: 30,693 shares 30,693 $11.4M 0.29% -190 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: 125,531 shares; 2024Q4: 119,536 shares; 2025Q1: 117,339 shares; 2025Q2: 118,669 shares; 2025Q3: 118,852 shares; 2025Q4: 116,319 shares; 2026Q1: 115,736 shares; 2026Q2: 113,879 shares 113,879 $10.9M 0.28% -1,857 Timeline SPGP 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: 1,269,426 shares; 2024Q4: 1,415,369 shares; 2025Q1: 293,691 shares; 2025Q2: 215,392 shares; 2025Q3: 124,262 shares; 2025Q4: 116,741 shares; 2026Q1: 90,616 shares; 2026Q2: 81,484 shares 81,484 $9.96M 0.25% -9,132 Timeline JMUB 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: 14,300 shares; 2025Q2: 56,679 shares; 2025Q3: 67,272 shares; 2025Q4: 82,660 shares; 2026Q1: 118,963 shares; 2026Q2: 193,799 shares 193,799 $9.82M 0.25% +74,836 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: 74,013 shares; 2024Q4: 83,029 shares; 2025Q1: 165,503 shares; 2025Q2: 162,013 shares; 2025Q3: 154,297 shares; 2025Q4: 128,702 shares; 2026Q1: 125,729 shares; 2026Q2: 134,316 shares 134,316 $9.57M 0.24% +8,587 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: 4,852 shares; 2024Q4: 5,317 shares; 2025Q1: 5,176 shares; 2025Q2: 6,399 shares; 2025Q3: 9,844 shares; 2025Q4: 15,571 shares; 2026Q1: 16,070 shares; 2026Q2: 77,983 shares 77,983 $9.32M 0.24% +61,913 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,635 shares; 2024Q4: 11,792 shares; 2025Q1: 10,662 shares; 2025Q2: 10,573 shares; 2025Q3: 11,051 shares; 2025Q4: 11,053 shares; 2026Q1: 11,942 shares; 2026Q2: 12,305 shares 12,305 $9.22M 0.23% +363 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: 75,439 shares; 2024Q4: 74,178 shares; 2025Q1: 72,966 shares; 2025Q2: 74,867 shares; 2025Q3: 74,562 shares; 2025Q4: 71,675 shares; 2026Q1: 67,254 shares; 2026Q2: 66,198 shares 66,198 $9.1M 0.23% -1,056 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: 39,181 shares; 2024Q4: 39,573 shares; 2025Q1: 36,665 shares; 2025Q2: 31,948 shares; 2025Q3: 119,311 shares; 2025Q4: 123,182 shares; 2026Q1: 118,459 shares; 2026Q2: 108,698 shares 108,698 $9.03M 0.23% -9,761 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: 128,164 shares; 2024Q4: 249,043 shares; 2025Q1: 287,568 shares; 2025Q2: 303,290 shares; 2025Q3: 301,205 shares; 2025Q4: 294,231 shares; 2026Q1: 287,950 shares; 2026Q2: 312,672 shares 312,672 $8.66M 0.22% +24,722 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,176 shares; 2024Q4: 51,955 shares; 2025Q1: 35,293 shares; 2025Q2: 31,689 shares; 2025Q3: 18,653 shares; 2025Q4: 18,036 shares; 2026Q1: 59,552 shares; 2026Q2: 93,117 shares 93,117 $8.59M 0.22% +33,565 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 104,536 shares 104,536 $7.87M 0.2% new Timeline GMUB 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: 12,527 shares; 2025Q2: 55,803 shares; 2025Q3: 73,192 shares; 2025Q4: 88,591 shares; 2026Q1: 122,173 shares; 2026Q2: 145,529 shares 145,529 $7.49M 0.19% +23,356 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 142,025 shares 142,025 $7.44M 0.19% new 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: 15,792 shares; 2024Q4: 15,344 shares; 2025Q1: 14,915 shares; 2025Q2: 13,652 shares; 2025Q3: 19,030 shares; 2025Q4: 18,885 shares; 2026Q1: 20,788 shares; 2026Q2: 19,614 shares 19,614 $7.23M 0.18% -1,174 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: 12,505 shares; 2024Q4: 13,127 shares; 2025Q1: 13,067 shares; 2025Q2: 13,636 shares; 2025Q3: 18,744 shares; 2025Q4: 19,358 shares; 2026Q1: 19,576 shares; 2026Q2: 20,283 shares 20,283 $7.17M 0.18% +707 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: 173,146 shares; 2024Q4: 150,402 shares; 2025Q1: 84,662 shares; 2025Q2: 75,331 shares; 2025Q3: 73,819 shares; 2025Q4: 72,646 shares; 2026Q1: 68,635 shares; 2026Q2: 67,814 shares 67,814 $6.94M 0.18% -821 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31,941 shares; 2025Q4: 33,226 shares; 2026Q1: 31,254 shares; 2026Q2: 27,541 shares 27,541 $6.78M 0.17% -3,713 Timeline PXF 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: 87,607 shares; 2024Q4: 87,676 shares; 2025Q1: 82,969 shares; 2025Q2: 82,341 shares; 2025Q3: 81,374 shares; 2025Q4: 80,406 shares; 2026Q1: 87,083 shares; 2026Q2: 88,860 shares 88,860 $6.72M 0.17% +1,777 Timeline VDC 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: 10,358 shares; 2024Q4: 10,385 shares; 2025Q1: 11,087 shares; 2025Q2: 11,594 shares; 2025Q3: 12,324 shares; 2025Q4: 12,329 shares; 2026Q1: 13,037 shares; 2026Q2: 28,721 shares 28,721 $6.48M 0.16% +15,684 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: 30,337 shares; 2024Q4: 21,266 shares; 2025Q1: 20,483 shares; 2025Q2: 19,557 shares; 2025Q3: 19,463 shares; 2025Q4: 18,743 shares; 2026Q1: 20,407 shares; 2026Q2: 79,600 shares 79,600 $6.41M 0.16% +59,193 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,629 shares; 2026Q1: 115,766 shares; 2026Q2: 109,708 shares 109,708 $6.39M 0.16% -6,058 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: 453,598 shares; 2024Q4: 222,738 shares; 2025Q1: 153,217 shares; 2025Q2: 143,520 shares; 2025Q3: 117,798 shares; 2025Q4: 106,597 shares; 2026Q1: 92,806 shares; 2026Q2: 84,429 shares 84,429 $6.2M 0.16% -8,377 Timeline HFSI 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: not reported; 2025Q4: 20,411 shares; 2026Q1: 122,142 shares; 2026Q2: 175,023 shares 175,023 $6.15M 0.16% +52,881 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 455,905 shares; 2024Q4: 448,463 shares; 2025Q1: 356,169 shares; 2025Q2: 239,480 shares; 2025Q3: 114,804 shares; 2025Q4: 110,954 shares; 2026Q1: 119,239 shares; 2026Q2: 97,302 shares 97,302 $6.05M 0.15% -21,937 Timeline USVM VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,956 shares; 2025Q2: 70,747 shares; 2025Q3: 63,312 shares; 2025Q4: 59,539 shares; 2026Q1: 56,681 shares; 2026Q2: 53,505 shares 53,505 $5.88M 0.15% -3,176 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: 12,592 shares; 2024Q4: 13,469 shares; 2025Q1: 13,000 shares; 2025Q2: 13,331 shares; 2025Q3: 19,366 shares; 2025Q4: 20,460 shares; 2026Q1: 16,018 shares; 2026Q2: 16,203 shares 16,203 $5.79M 0.15% +185 Timeline FLMI 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: 18,984 shares; 2025Q2: 79,144 shares; 2025Q3: 103,073 shares; 2025Q4: 133,301 shares; 2026Q1: 176,217 shares; 2026Q2: 225,521 shares 225,521 $5.68M 0.14% +49,304 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 328,717 shares; 2024Q4: 316,496 shares; 2025Q1: 304,138 shares; 2025Q2: 249,265 shares; 2025Q3: 215,671 shares; 2025Q4: 201,094 shares; 2026Q1: 196,480 shares; 2026Q2: 193,265 shares 193,265 $5.49M 0.14% -3,215 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: 10,844 shares; 2024Q4: 12,968 shares; 2025Q1: 17,627 shares; 2025Q2: 11,547 shares; 2025Q3: 11,479 shares; 2025Q4: 25,083 shares; 2026Q1: 28,624 shares; 2026Q2: 28,625 shares 28,625 $5.45M 0.14% +1 Timeline JPIB 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: not reported; 2026Q1: not reported; 2026Q2: 112,138 shares 112,138 $5.42M 0.14% new 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: 14,473 shares; 2024Q4: 16,581 shares; 2025Q1: 19,405 shares; 2025Q2: 18,844 shares; 2025Q3: 35,411 shares; 2025Q4: 35,625 shares; 2026Q1: 40,014 shares; 2026Q2: 39,140 shares 39,140 $5.35M 0.14% -874 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: 5,097 shares; 2024Q4: 5,677 shares; 2025Q1: 6,058 shares; 2025Q2: 5,855 shares; 2025Q3: 17,743 shares; 2025Q4: 20,272 shares; 2026Q1: 20,667 shares; 2026Q2: 20,922 shares 20,922 $5.31M 0.13% +255 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,996 shares; 2024Q4: 3,011 shares; 2025Q1: 3,359 shares; 2025Q2: 3,927 shares; 2025Q3: 9,655 shares; 2025Q4: 10,508 shares; 2026Q1: 10,386 shares; 2026Q2: 26,991 shares 26,991 $5.28M 0.13% +16,605 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 80,165 shares; 2026Q2: 94,319 shares 94,319 $5.24M 0.13% +14,154 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 109,450 shares 109,450 $5.04M 0.13% new Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,695 shares; 2025Q2: 10,211 shares; 2025Q3: 33,683 shares; 2025Q4: 29,928 shares; 2026Q1: 29,532 shares; 2026Q2: 27,785 shares 27,785 $5.03M 0.13% -1,747 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,193 shares; 2024Q4: 25,369 shares; 2025Q1: 47,465 shares; 2025Q2: 55,799 shares; 2025Q3: 84,819 shares; 2025Q4: 96,135 shares; 2026Q1: 107,088 shares; 2026Q2: 114,822 shares 114,822 $5.01M 0.13% +7,734 Timeline BMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 115,425 shares; 2024Q4: 115,066 shares; 2025Q1: 115,086 shares; 2025Q2: 91,457 shares; 2025Q3: 91,210 shares; 2025Q4: 89,244 shares; 2026Q1: 88,821 shares; 2026Q2: 86,301 shares 86,301 $4.97M 0.13% -2,520 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 211,339 shares 211,339 $4.95M 0.13% new Timeline SPSB 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: 163,847 shares 163,847 $4.92M 0.12% new Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,410 shares; 2024Q4: 37,410 shares; 2025Q1: 37,410 shares; 2025Q2: 41,653 shares; 2025Q3: 41,935 shares; 2025Q4: 41,838 shares; 2026Q1: 41,838 shares; 2026Q2: 41,748 shares 41,748 $4.89M 0.12% -90 Timeline HMOP 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: 12,040 shares; 2025Q2: 49,381 shares; 2025Q3: 65,348 shares; 2025Q4: 77,305 shares; 2026Q1: 101,917 shares; 2026Q2: 122,346 shares 122,346 $4.79M 0.12% +20,429 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 51,051 shares 51,051 $4.78M 0.12% 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: 22,058 shares; 2024Q4: 23,026 shares; 2025Q1: 25,492 shares; 2025Q2: 24,006 shares; 2025Q3: 24,830 shares; 2025Q4: 44,415 shares; 2026Q1: 42,219 shares; 2026Q2: 39,884 shares 39,884 $4.68M 0.12% -2,335 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: 4,378 shares; 2024Q4: 4,690 shares; 2025Q1: 4,649 shares; 2025Q2: 5,089 shares; 2025Q3: 12,451 shares; 2025Q4: 13,233 shares; 2026Q1: 12,993 shares; 2026Q2: 12,747 shares 12,747 $4.5M 0.11% -246 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,281 shares; 2024Q4: 1,347 shares; 2025Q1: 1,144 shares; 2025Q2: 1,770 shares; 2025Q3: 8,539 shares; 2025Q4: 9,332 shares; 2026Q1: 9,107 shares; 2026Q2: 8,781 shares 8,781 $4.47M 0.11% -326 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: 100,620 shares; 2024Q4: 100,641 shares; 2025Q1: 99,175 shares; 2025Q2: 98,311 shares; 2025Q3: 102,309 shares; 2025Q4: 102,318 shares; 2026Q1: 100,696 shares; 2026Q2: 100,702 shares 100,702 $4.47M 0.11% +6 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 88,279 shares; 2026Q2: 105,438 shares 105,438 $4.42M 0.11% +17,159 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: 3,994 shares; 2024Q4: 3,004 shares; 2025Q1: 1,074 shares; 2025Q2: 2,643 shares; 2025Q3: 2,950 shares; 2025Q4: 3,011 shares; 2026Q1: 3,427 shares; 2026Q2: 35,471 shares 35,471 $4.4M 0.11% +32,044 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: 6,547 shares; 2024Q4: 6,737 shares; 2025Q1: 7,631 shares; 2025Q2: 7,897 shares; 2025Q3: 8,488 shares; 2025Q4: 8,551 shares; 2026Q1: 9,172 shares; 2026Q2: 8,753 shares 8,753 $4.38M 0.11% -419 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: 49,102 shares; 2024Q4: 36,619 shares; 2025Q1: 29,973 shares; 2025Q2: 27,904 shares; 2025Q3: 35,980 shares; 2025Q4: 33,860 shares; 2026Q1: 31,782 shares; 2026Q2: 29,194 shares 29,194 $4.33M 0.11% -2,588 Timeline VAW 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: 1,392 shares; 2024Q4: 1,409 shares; 2025Q1: 1,910 shares; 2025Q2: 1,766 shares; 2025Q3: 2,058 shares; 2025Q4: 1,967 shares; 2026Q1: 3,208 shares; 2026Q2: 18,633 shares 18,633 $4.26M 0.11% +15,425 Timeline FFSM 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: 11,394 shares; 2025Q4: 51,833 shares; 2026Q1: 103,645 shares; 2026Q2: 110,096 shares 110,096 $4.21M 0.11% +6,451 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: 15,000 shares; 2024Q4: 24,241 shares; 2025Q1: 44,166 shares; 2025Q2: 53,867 shares; 2025Q3: 108,663 shares; 2025Q4: 120,642 shares; 2026Q1: 127,199 shares; 2026Q2: 142,520 shares 142,520 $4.19M 0.11% +15,321 Timeline SMMD 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: 13,586 shares; 2025Q2: 43,462 shares; 2025Q3: 43,462 shares; 2025Q4: 44,911 shares; 2026Q1: 45,647 shares; 2026Q2: 45,393 shares 45,393 $4.16M 0.11% -254 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,649 shares; 2025Q4: 28,799 shares; 2026Q1: 27,536 shares; 2026Q2: 31,992 shares 31,992 $4.05M 0.1% +4,456 Timeline MLPI 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: 59,449 shares; 2026Q2: 73,157 shares 73,157 $4.03M 0.1% +13,708 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 98,129 shares; 2026Q2: 97,932 shares 97,932 $4.02M 0.1% -197 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: 38,373 shares; 2024Q4: 47,830 shares; 2025Q1: 79,905 shares; 2025Q2: 77,491 shares; 2025Q3: 77,196 shares; 2025Q4: 66,758 shares; 2026Q1: 61,549 shares; 2026Q2: 66,550 shares 66,550 $3.97M 0.1% +5,001 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: 4,571 shares; 2024Q4: 4,575 shares; 2025Q1: 11,131 shares; 2025Q2: 11,248 shares; 2025Q3: 12,182 shares; 2025Q4: 9,799 shares; 2026Q1: 12,442 shares; 2026Q2: 12,998 shares 12,998 $3.94M 0.1% +556 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: 90,398 shares; 2024Q4: 88,697 shares; 2025Q1: 88,516 shares; 2025Q2: 87,096 shares; 2025Q3: 86,752 shares; 2025Q4: 83,837 shares; 2026Q1: 86,430 shares; 2026Q2: 85,596 shares 85,596 $3.91M 0.1% -834 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: 3,182 shares; 2024Q4: 6,841 shares; 2025Q1: 5,866 shares; 2025Q2: 5,657 shares; 2025Q3: 5,339 shares; 2025Q4: 5,015 shares; 2026Q1: 17,343 shares; 2026Q2: 17,640 shares 17,640 $3.75M 0.1% +297 Timeline IMCG 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: 37,847 shares 37,847 $3.72M 0.09% new Timeline NYF 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: 68,147 shares; 2025Q4: 68,083 shares; 2026Q1: 68,083 shares; 2026Q2: 68,083 shares 68,083 $3.67M 0.09% 0 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,368 shares; 2025Q2: 2,470 shares; 2025Q3: 2,854 shares; 2025Q4: 3,005 shares; 2026Q1: 2,945 shares; 2026Q2: 24,029 shares 24,029 $3.61M 0.09% +21,084 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,275 shares; 2024Q4: 48,499 shares; 2025Q1: 88,130 shares; 2025Q2: 115,420 shares; 2025Q3: 273,901 shares; 2025Q4: 287,555 shares; 2026Q1: 246,738 shares; 2026Q2: 328,435 shares 328,435 $3.59M 0.09% +81,697 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: 6,844 shares; 2024Q4: 7,188 shares; 2025Q1: 7,057 shares; 2025Q2: 7,663 shares; 2025Q3: 12,734 shares; 2025Q4: 12,904 shares; 2026Q1: 10,063 shares; 2026Q2: 10,597 shares 10,597 $3.47M 0.09% +534 Timeline DFUS 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: 44,748 shares; 2024Q4: 44,779 shares; 2025Q1: 44,020 shares; 2025Q2: 43,375 shares; 2025Q3: 43,838 shares; 2025Q4: 43,196 shares; 2026Q1: 41,423 shares; 2026Q2: 41,438 shares 41,438 $3.4M 0.09% +15 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,972 shares; 2024Q4: 62,278 shares; 2025Q1: 64,098 shares; 2025Q2: 55,526 shares; 2025Q3: 54,701 shares; 2025Q4: 51,246 shares; 2026Q1: 51,053 shares; 2026Q2: 49,576 shares 49,576 $3.35M 0.09% -1,477 Timeline XAR 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: 22,987 shares; 2024Q4: 12,672 shares; 2025Q1: 10,440 shares; 2025Q2: 9,573 shares; 2025Q3: 9,027 shares; 2025Q4: 8,514 shares; 2026Q1: 10,827 shares; 2026Q2: 11,137 shares 11,137 $3.16M 0.08% +310 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: 4,640 shares; 2024Q4: 4,704 shares; 2025Q1: 4,427 shares; 2025Q2: 4,379 shares; 2025Q3: 21,927 shares; 2025Q4: 22,783 shares; 2026Q1: 21,877 shares; 2026Q2: 21,023 shares 21,023 $3.08M 0.08% -854 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,882 shares; 2025Q4: 3,679 shares; 2026Q1: 3,609 shares; 2026Q2: 4,672 shares 4,672 $2.96M 0.08% +1,063 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,742 shares; 2025Q2: 16,008 shares; 2025Q3: 16,025 shares; 2025Q4: 16,025 shares; 2026Q1: 20,655 shares; 2026Q2: 23,096 shares 23,096 $2.95M 0.07% +2,441 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: 2,605 shares; 2024Q4: 2,714 shares; 2025Q1: 3,049 shares; 2025Q2: 3,094 shares; 2025Q3: 10,052 shares; 2025Q4: 11,432 shares; 2026Q1: 11,969 shares; 2026Q2: 11,531 shares 11,531 $2.9M 0.07% -438 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: 4,402 shares; 2024Q4: 4,087 shares; 2025Q1: 3,755 shares; 2025Q2: 3,957 shares; 2025Q3: 20,971 shares; 2025Q4: 23,101 shares; 2026Q1: 22,758 shares; 2026Q2: 21,382 shares 21,382 $2.9M 0.07% -1,376 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: 1,392 shares; 2024Q4: 1,660 shares; 2025Q1: 1,936 shares; 2025Q2: 2,735 shares; 2025Q3: 5,527 shares; 2025Q4: 5,828 shares; 2026Q1: 6,441 shares; 2026Q2: 6,727 shares 6,727 $2.83M 0.07% +286 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: 3,030 shares; 2024Q4: 3,030 shares; 2025Q1: 3,030 shares; 2025Q2: 3,030 shares; 2025Q3: 3,147 shares; 2025Q4: 3,147 shares; 2026Q1: 9,039 shares; 2026Q2: 6,712 shares 6,712 $2.75M 0.07% -2,327 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: 61,573 shares; 2024Q4: 65,489 shares; 2025Q1: 29,148 shares; 2025Q2: 25,615 shares; 2025Q3: 23,189 shares; 2025Q4: 24,053 shares; 2026Q1: 20,636 shares; 2026Q2: 16,626 shares 16,626 $2.73M 0.07% -4,010 Timeline IDVO 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 56,403 shares; 2026Q2: 65,021 shares 65,021 $2.73M 0.07% +8,618 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: 49,393 shares; 2024Q4: 36,312 shares; 2025Q1: 41,261 shares; 2025Q2: 40,244 shares; 2025Q3: 39,521 shares; 2025Q4: 33,680 shares; 2026Q1: 31,758 shares; 2026Q2: 28,170 shares 28,170 $2.72M 0.07% -3,588 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: 3,697 shares; 2024Q4: 5,047 shares; 2025Q1: 5,067 shares; 2025Q2: 4,974 shares; 2025Q3: 5,094 shares; 2025Q4: 5,121 shares; 2026Q1: 35,694 shares; 2026Q2: 27,816 shares 27,816 $2.69M 0.07% -7,878 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: 3,374 shares; 2024Q4: 16,003 shares; 2025Q1: 43,702 shares; 2025Q2: 41,595 shares; 2025Q3: 39,535 shares; 2025Q4: 36,053 shares; 2026Q1: 30,829 shares; 2026Q2: 30,115 shares 30,115 $2.65M 0.07% -714 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: 1,233 shares; 2024Q4: 1,580 shares; 2025Q1: 1,406 shares; 2025Q2: 1,421 shares; 2025Q3: 2,217 shares; 2025Q4: 2,283 shares; 2026Q1: 2,540 shares; 2026Q2: 2,466 shares 2,466 $2.63M 0.07% -74 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 109,681 shares; 2026Q2: 102,398 shares 102,398 $2.61M 0.07% -7,283 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: 15,636 shares; 2024Q4: 15,543 shares; 2025Q1: 32,267 shares; 2025Q2: 32,411 shares; 2025Q3: 32,757 shares; 2025Q4: 31,742 shares; 2026Q1: 33,336 shares; 2026Q2: 30,152 shares 30,152 $2.58M 0.07% -3,184 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: 7,392 shares; 2024Q4: 8,266 shares; 2025Q1: 8,513 shares; 2025Q2: 8,240 shares; 2025Q3: 8,326 shares; 2025Q4: 8,116 shares; 2026Q1: 8,346 shares; 2026Q2: 44,685 shares 44,685 $2.58M 0.07% +36,339 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,515 shares; 2024Q4: 43,753 shares; 2025Q1: 41,520 shares; 2025Q2: 44,151 shares; 2025Q3: 42,428 shares; 2025Q4: 41,422 shares; 2026Q1: 38,044 shares; 2026Q2: 37,330 shares 37,330 $2.56M 0.06% -714 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,289 shares; 2024Q4: 38,724 shares; 2025Q1: 38,286 shares; 2025Q2: 37,966 shares; 2025Q3: 37,850 shares; 2025Q4: 37,214 shares; 2026Q1: 37,017 shares; 2026Q2: 34,916 shares 34,916 $2.52M 0.06% -2,101 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: 22,849 shares; 2024Q4: 76,487 shares; 2025Q1: 70,237 shares; 2025Q2: 69,481 shares; 2025Q3: 66,357 shares; 2025Q4: 65,782 shares; 2026Q1: 63,250 shares; 2026Q2: 72,049 shares 72,049 $2.51M 0.06% +8,799 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,692 shares; 2024Q4: 26,499 shares; 2025Q1: 25,968 shares; 2025Q2: 25,125 shares; 2025Q3: 24,252 shares; 2025Q4: 23,285 shares; 2026Q1: 21,003 shares; 2026Q2: 21,003 shares 21,003 $2.47M 0.06% 0 Timeline TRND PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 66,767 shares; 2026Q2: 66,128 shares 66,128 $2.46M 0.06% -639 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: 4,941 shares; 2024Q4: 4,980 shares; 2025Q1: 5,208 shares; 2025Q2: 5,176 shares; 2025Q3: 23,578 shares; 2025Q4: 23,612 shares; 2026Q1: 23,579 shares; 2026Q2: 25,513 shares 25,513 $2.44M 0.06% +1,934 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: 5,740 shares; 2024Q4: 5,762 shares; 2025Q1: 5,742 shares; 2025Q2: 5,746 shares; 2025Q3: 5,751 shares; 2025Q4: 5,748 shares; 2026Q1: 5,765 shares; 2026Q2: 5,941 shares 5,941 $2.42M 0.06% +176 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,416 shares; 2026Q2: 7,025 shares 7,025 $2.42M 0.06% -391 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: 2,136 shares; 2024Q4: 2,240 shares; 2025Q1: 3,838 shares; 2025Q2: 3,973 shares; 2025Q3: 5,722 shares; 2025Q4: 6,147 shares; 2026Q1: 5,872 shares; 2026Q2: 6,311 shares 6,311 $2.38M 0.06% +439 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,757 shares; 2025Q4: 1,936 shares; 2026Q1: 1,932 shares; 2026Q2: 2,057 shares 2,057 $2.37M 0.06% +125 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,783 shares; 2025Q4: 1,834 shares; 2026Q1: 5,225 shares; 2026Q2: 5,415 shares 5,415 $2.35M 0.06% +190 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,330 shares; 2024Q4: 1,478 shares; 2025Q1: 1,767 shares; 2025Q2: 1,923 shares; 2025Q3: 3,389 shares; 2025Q4: 3,540 shares; 2026Q1: 4,078 shares; 2026Q2: 4,131 shares 4,131 $2.33M 0.06% +53 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: 346 shares; 2024Q4: 364 shares; 2025Q1: 465 shares; 2025Q2: 369 shares; 2025Q3: 1,499 shares; 2025Q4: 1,824 shares; 2026Q1: 1,692 shares; 2026Q2: 1,938 shares 1,938 $2.32M 0.06% +246 Timeline IVVW 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: 5,018 shares; 2025Q3: 37,656 shares; 2025Q4: 41,434 shares; 2026Q1: 40,819 shares; 2026Q2: 51,987 shares 51,987 $2.32M 0.06% +11,168 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: 7,126 shares; 2024Q4: 6,689 shares; 2025Q1: 5,569 shares; 2025Q2: 5,233 shares; 2025Q3: 6,086 shares; 2025Q4: 5,995 shares; 2026Q1: 7,384 shares; 2026Q2: 7,681 shares 7,681 $2.31M 0.06% +297 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: 70,619 shares; 2024Q4: 38,502 shares; 2025Q1: 29,951 shares; 2025Q2: 26,759 shares; 2025Q3: 27,347 shares; 2025Q4: 26,342 shares; 2026Q1: 23,262 shares; 2026Q2: 21,905 shares 21,905 $2.28M 0.06% -1,357 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: 7,741 shares; 2024Q4: 29,982 shares; 2025Q1: 23,004 shares; 2025Q2: 23,123 shares; 2025Q3: 73,839 shares; 2025Q4: 74,048 shares; 2026Q1: 68,799 shares; 2026Q2: 71,436 shares 71,436 $2.27M 0.06% +2,637 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: 4,496 shares; 2024Q4: 4,469 shares; 2025Q1: 4,418 shares; 2025Q2: 4,418 shares; 2025Q3: 4,434 shares; 2025Q4: 4,612 shares; 2026Q1: 4,730 shares; 2026Q2: 27,252 shares 27,252 $2.25M 0.06% +22,522 Timeline INEQ COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50,386 shares; 2026Q2: 57,766 shares 57,766 $2.23M 0.06% +7,380 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION 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: 24,372 shares; 2026Q2: 24,370 shares 24,370 $2.22M 0.06% -2 Timeline VPLS 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 27,664 shares 27,664 $2.15M 0.05% new Timeline XME 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: 23,494 shares; 2026Q2: 19,652 shares 19,652 $2.1M 0.05% -3,842 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: 6,585 shares; 2024Q4: 6,303 shares; 2025Q1: 6,667 shares; 2025Q2: 6,538 shares; 2025Q3: 6,526 shares; 2025Q4: 6,640 shares; 2026Q1: 24,092 shares; 2026Q2: 21,121 shares 21,121 $2.09M 0.05% -2,971 Timeline AVXC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,062 shares; 2024Q4: 25,031 shares; 2025Q1: 17,082 shares; 2025Q2: 25,565 shares; 2025Q3: 25,308 shares; 2025Q4: 24,739 shares; 2026Q1: 24,182 shares; 2026Q2: 24,182 shares 24,182 $2.07M 0.05% 0 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,162 shares; 2024Q4: 24,372 shares; 2025Q1: 21,051 shares; 2025Q2: 22,329 shares; 2025Q3: 22,854 shares; 2025Q4: 23,522 shares; 2026Q1: 23,659 shares; 2026Q2: 23,713 shares 23,713 $2.05M 0.05% +54 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,351 shares; 2026Q2: 33,139 shares 33,139 $2.04M 0.05% +16,788 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: 11,986 shares; 2024Q4: 12,034 shares; 2025Q1: 12,393 shares; 2025Q2: 12,820 shares; 2025Q3: 21,876 shares; 2025Q4: 24,075 shares; 2026Q1: 24,449 shares; 2026Q2: 24,971 shares 24,971 $2.03M 0.05% +522 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,292 shares; 2025Q4: 34,175 shares; 2026Q1: 31,054 shares; 2026Q2: 26,765 shares 26,765 $2.03M 0.05% -4,289 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: 3,889 shares; 2024Q4: 3,853 shares; 2025Q1: 4,419 shares; 2025Q2: 4,129 shares; 2025Q3: 4,716 shares; 2025Q4: 4,953 shares; 2026Q1: 3,514 shares; 2026Q2: 3,479 shares 3,479 $2.02M 0.05% -35 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: 25,476 shares; 2024Q4: 56,664 shares; 2025Q1: 45,477 shares; 2025Q2: 42,222 shares; 2025Q3: 41,950 shares; 2025Q4: 43,638 shares; 2026Q1: 61,563 shares; 2026Q2: 67,841 shares 67,841 $2M 0.05% +6,278 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,932 shares; 2025Q4: 10,709 shares; 2026Q1: 11,038 shares; 2026Q2: 10,406 shares 10,406 $1.97M 0.05% -632 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,682 shares; 2024Q4: 28,439 shares; 2025Q1: 27,783 shares; 2025Q2: 26,865 shares; 2025Q3: 26,335 shares; 2025Q4: 26,336 shares; 2026Q1: 25,675 shares; 2026Q2: 21,802 shares 21,802 $1.94M 0.05% -3,873 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,185 shares; 2024Q4: 2,744 shares; 2025Q1: 3,299 shares; 2025Q2: 4,497 shares; 2025Q3: 4,669 shares; 2025Q4: 4,530 shares; 2026Q1: 5,574 shares; 2026Q2: 5,648 shares 5,648 $1.94M 0.05% +74 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: 8,763 shares; 2024Q4: 8,694 shares; 2025Q1: 8,464 shares; 2025Q2: 8,404 shares; 2025Q3: 8,199 shares; 2025Q4: 8,190 shares; 2026Q1: 8,339 shares; 2026Q2: 8,744 shares 8,744 $1.92M 0.05% +405 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,303 shares; 2024Q4: 15,036 shares; 2025Q1: 14,376 shares; 2025Q2: 14,173 shares; 2025Q3: 14,423 shares; 2025Q4: 13,949 shares; 2026Q1: 13,949 shares; 2026Q2: 13,949 shares 13,949 $1.91M 0.05% 0 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: 3,130 shares; 2024Q4: 3,130 shares; 2025Q1: 3,130 shares; 2025Q2: 7,557 shares; 2025Q3: 9,210 shares; 2025Q4: 9,449 shares; 2026Q1: 9,511 shares; 2026Q2: 8,766 shares 8,766 $1.9M 0.05% -745 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,525 shares; 2024Q4: 106,709 shares; 2025Q1: 100,939 shares; 2025Q2: 96,765 shares; 2025Q3: 91,791 shares; 2025Q4: 85,345 shares; 2026Q1: 85,079 shares; 2026Q2: 80,763 shares 80,763 $1.87M 0.05% -4,316 Timeline VCRB 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: not reported; 2025Q1: 38,813 shares; 2025Q2: 34,684 shares; 2025Q3: 31,810 shares; 2025Q4: 17,914 shares; 2026Q1: 20,496 shares; 2026Q2: 23,749 shares 23,749 $1.83M 0.05% +3,253 Timeline IWN 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: 8,331 shares; 2025Q4: 8,326 shares; 2026Q1: 8,519 shares; 2026Q2: 8,121 shares 8,121 $1.8M 0.05% -398 Timeline FLXR TCW ETF TRUST More: the full row for TCW 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: 29,956 shares; 2026Q2: 45,737 shares 45,737 $1.79M 0.05% +15,781 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: 2,796 shares; 2024Q4: 3,515 shares; 2025Q1: 3,698 shares; 2025Q2: 3,644 shares; 2025Q3: 6,404 shares; 2025Q4: 7,156 shares; 2026Q1: 6,582 shares; 2026Q2: 6,343 shares 6,343 $1.78M 0.05% -239 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: 16,106 shares; 2024Q4: 16,693 shares; 2025Q1: 16,965 shares; 2025Q2: 18,196 shares; 2025Q3: 18,445 shares; 2025Q4: 20,232 shares; 2026Q1: 23,037 shares; 2026Q2: 24,648 shares 24,648 $1.77M 0.05% +1,611 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,574 shares; 2025Q4: 6,199 shares; 2026Q1: 6,963 shares; 2026Q2: 6,482 shares 6,482 $1.75M 0.04% -481 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,842 shares; 2024Q4: 1,538 shares; 2025Q1: 2,414 shares; 2025Q2: 3,713 shares; 2025Q3: 4,384 shares; 2025Q4: 4,433 shares; 2026Q1: 20,768 shares; 2026Q2: 5,846 shares 5,846 $1.75M 0.04% -14,922 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: 21,380 shares; 2024Q4: 22,032 shares; 2025Q1: 19,788 shares; 2025Q2: 14,245 shares; 2025Q3: 15,778 shares; 2025Q4: 30,577 shares; 2026Q1: 36,738 shares; 2026Q2: 32,841 shares 32,841 $1.74M 0.04% -3,897 Timeline KORP AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 113,557 shares; 2025Q4: 100,183 shares; 2026Q1: 63,161 shares; 2026Q2: 36,617 shares 36,617 $1.72M 0.04% -26,544 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: 19,401 shares; 2024Q4: 19,569 shares; 2025Q1: 19,203 shares; 2025Q2: 18,860 shares; 2025Q3: 18,621 shares; 2025Q4: 17,963 shares; 2026Q1: 17,925 shares; 2026Q2: 17,779 shares 17,779 $1.72M 0.04% -146 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: 24,860 shares; 2024Q4: 24,860 shares; 2025Q1: 24,752 shares; 2025Q2: 23,837 shares; 2025Q3: 23,894 shares; 2025Q4: 23,828 shares; 2026Q1: 23,481 shares; 2026Q2: 24,862 shares 24,862 $1.69M 0.04% +1,381 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: 12,103 shares; 2024Q4: 12,496 shares; 2025Q1: 12,267 shares; 2025Q2: 12,322 shares; 2025Q3: 20,684 shares; 2025Q4: 22,099 shares; 2026Q1: 12,494 shares; 2026Q2: 14,098 shares 14,098 $1.66M 0.04% +1,604 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: 13,243 shares; 2024Q4: 8,261 shares; 2025Q1: 5,679 shares; 2025Q2: 5,497 shares; 2025Q3: 4,676 shares; 2025Q4: 3,797 shares; 2026Q1: 2,619 shares; 2026Q2: 2,525 shares 2,525 $1.62M 0.04% -94 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,577 shares; 2024Q4: 3,577 shares; 2025Q1: 3,577 shares; 2025Q2: 3,577 shares; 2025Q3: 3,749 shares; 2025Q4: 3,711 shares; 2026Q1: 3,775 shares; 2026Q2: 3,775 shares 3,775 $1.61M 0.04% 0 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: not reported; 2026Q1: 39,386 shares; 2026Q2: 39,386 shares 39,386 $1.58M 0.04% 0 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D 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: 449 shares; 2025Q4: 449 shares; 2026Q1: 451 shares; 2026Q2: 758 shares 758 $1.58M 0.04% +307 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,923 shares; 2025Q4: 5,937 shares; 2026Q1: 9,102 shares; 2026Q2: 9,407 shares 9,407 $1.56M 0.04% +305 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: 46,481 shares; 2024Q4: 53,533 shares; 2025Q1: 53,041 shares; 2025Q2: 60,402 shares; 2025Q3: 78,974 shares; 2025Q4: 87,708 shares; 2026Q1: 28,208 shares; 2026Q2: 27,227 shares 27,227 $1.54M 0.04% -981 Timeline SHEL SHELL PLC More: the full row for SHELL 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: not reported; 2026Q1: 19,804 shares; 2026Q2: 19,813 shares 19,813 $1.54M 0.04% +9 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: 15,091 shares; 2024Q4: 15,490 shares; 2025Q1: 15,376 shares; 2025Q2: 15,134 shares; 2025Q3: 17,496 shares; 2025Q4: 15,682 shares; 2026Q1: 19,849 shares; 2026Q2: 19,854 shares 19,854 $1.53M 0.04% +5 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: 853 shares; 2024Q4: 1,002 shares; 2025Q1: 1,196 shares; 2025Q2: 1,133 shares; 2025Q3: 4,213 shares; 2025Q4: 4,615 shares; 2026Q1: 4,569 shares; 2026Q2: 6,665 shares 6,665 $1.47M 0.04% +2,096 Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,492 shares; 2024Q4: 7,384 shares; 2025Q1: 7,268 shares; 2025Q2: 7,236 shares; 2025Q3: 7,236 shares; 2025Q4: 7,236 shares; 2026Q1: 7,227 shares; 2026Q2: 7,189 shares 7,189 $1.46M 0.04% -38 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,302 shares; 2024Q4: 9,493 shares; 2025Q1: 9,521 shares; 2025Q2: 9,780 shares; 2025Q3: 16,679 shares; 2025Q4: 16,395 shares; 2026Q1: 16,915 shares; 2026Q2: 15,778 shares 15,778 $1.46M 0.04% -1,137 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: not reported; 2026Q1: not reported; 2026Q2: 8,791 shares 8,791 $1.45M 0.04% new Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,146 shares; 2025Q4: 11,249 shares; 2026Q1: 11,280 shares; 2026Q2: 9,918 shares 9,918 $1.45M 0.04% -1,362 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,248 shares; 2026Q2: 19,030 shares 19,030 $1.44M 0.04% +14,782 Timeline BTCI 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: 23,549 shares; 2025Q4: 29,679 shares; 2026Q1: 39,065 shares; 2026Q2: 52,650 shares 52,650 $1.41M 0.04% +13,585 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: 10,867 shares; 2025Q4: 8,610 shares; 2026Q1: 25,857 shares; 2026Q2: 28,521 shares 28,521 $1.41M 0.04% +2,664 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: 11,093 shares; 2024Q4: 7,614 shares; 2025Q1: 5,080 shares; 2025Q2: 3,887 shares; 2025Q3: 3,859 shares; 2025Q4: 3,830 shares; 2026Q1: 3,960 shares; 2026Q2: 3,840 shares 3,840 $1.4M 0.04% -120 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,791 shares; 2026Q2: 28,856 shares 28,856 $1.4M 0.04% +11,065 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,255 shares; 2025Q4: 13,902 shares; 2026Q1: 13,693 shares; 2026Q2: 13,302 shares 13,302 $1.38M 0.04% -391 Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,081 shares; 2024Q4: 16,081 shares; 2025Q1: 16,081 shares; 2025Q2: 18,033 shares; 2025Q3: 18,080 shares; 2025Q4: 18,055 shares; 2026Q1: 18,055 shares; 2026Q2: 18,055 shares 18,055 $1.38M 0.04% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,327 shares; 2024Q4: 21,495 shares; 2025Q1: 26,793 shares; 2025Q2: 23,635 shares; 2025Q3: 17,377 shares; 2025Q4: 12,834 shares; 2026Q1: 12,683 shares; 2026Q2: 11,787 shares 11,787 $1.38M 0.03% -896 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,593 shares; 2025Q4: 5,879 shares; 2026Q1: 5,831 shares; 2026Q2: 5,564 shares 5,564 $1.37M 0.03% -267 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: 29,218 shares; 2024Q4: 28,874 shares; 2025Q1: 28,822 shares; 2025Q2: 24,809 shares; 2025Q3: 28,126 shares; 2025Q4: 27,456 shares; 2026Q1: 29,815 shares; 2026Q2: 32,335 shares 32,335 $1.37M 0.03% +2,520 Timeline BILS 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: 19,382 shares; 2025Q4: 18,852 shares; 2026Q1: 16,002 shares; 2026Q2: 13,703 shares 13,703 $1.36M 0.03% -2,299 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: 3,513 shares; 2024Q4: 3,278 shares; 2025Q1: 2,713 shares; 2025Q2: 2,752 shares; 2025Q3: 3,551 shares; 2025Q4: 3,191 shares; 2026Q1: 3,403 shares; 2026Q2: 3,702 shares 3,702 $1.34M 0.03% +299 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,429 shares; 2024Q4: 39,120 shares; 2025Q1: 36,043 shares; 2025Q2: 33,776 shares; 2025Q3: 33,384 shares; 2025Q4: 31,423 shares; 2026Q1: 30,520 shares; 2026Q2: 28,329 shares 28,329 $1.33M 0.03% -2,191 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,325 shares; 2024Q4: 3,269 shares; 2025Q1: 12,488 shares; 2025Q2: 12,715 shares; 2025Q3: 12,783 shares; 2025Q4: 12,339 shares; 2026Q1: 12,906 shares; 2026Q2: 12,875 shares 12,875 $1.32M 0.03% -31 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: 37,830 shares; 2024Q4: 36,166 shares; 2025Q1: 34,607 shares; 2025Q2: 33,023 shares; 2025Q3: 31,771 shares; 2025Q4: 31,537 shares; 2026Q1: 31,537 shares; 2026Q2: 27,573 shares 27,573 $1.29M 0.03% -3,964 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: 6,099 shares; 2024Q4: 7,009 shares; 2025Q1: 6,849 shares; 2025Q2: 7,455 shares; 2025Q3: 7,824 shares; 2025Q4: 7,851 shares; 2026Q1: 7,953 shares; 2026Q2: 6,845 shares 6,845 $1.27M 0.03% -1,108 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO 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: 26,444 shares; 2026Q1: 25,973 shares; 2026Q2: 23,763 shares 23,763 $1.26M 0.03% -2,210 Timeline HOLA 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: not reported; 2026Q1: 48,135 shares; 2026Q2: 22,531 shares 22,531 $1.25M 0.03% -25,604 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,047 shares; 2024Q4: 28,211 shares; 2025Q1: 28,194 shares; 2025Q2: 27,271 shares; 2025Q3: 27,118 shares; 2025Q4: 27,118 shares; 2026Q1: 33,687 shares; 2026Q2: 33,687 shares 33,687 $1.24M 0.03% 0 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,837 shares; 2025Q3: 18,941 shares; 2025Q4: 18,941 shares; 2026Q1: 18,941 shares; 2026Q2: 18,941 shares 18,941 $1.22M 0.03% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 992 shares; 2025Q3: 5,691 shares; 2025Q4: 5,265 shares; 2026Q1: 5,372 shares; 2026Q2: 5,394 shares 5,394 $1.2M 0.03% +22 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,424 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,872 shares; 2025Q4: 5,048 shares; 2026Q1: 3,211 shares; 2026Q2: 4,736 shares 4,736 $1.19M 0.03% +1,525 Timeline SEI SOLARIS ENERGY INFRAS INC More: the full row for SOLARIS ENERGY INFRAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,351 shares; 2024Q4: 36,680 shares; 2025Q1: 36,855 shares; 2025Q2: 37,086 shares; 2025Q3: 37,199 shares; 2025Q4: 21,458 shares; 2026Q1: 21,498 shares; 2026Q2: 14,711 shares 14,711 $1.18M 0.03% -6,787 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,599 shares; 2026Q2: 10,765 shares 10,765 $1.16M 0.03% -834 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,218 shares; 2024Q4: 3,218 shares; 2025Q1: 4,298 shares; 2025Q2: 4,674 shares; 2025Q3: 4,662 shares; 2025Q4: 4,881 shares; 2026Q1: 5,721 shares; 2026Q2: 4,056 shares 4,056 $1.16M 0.03% -1,665 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,000 shares; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 5,925 shares; 2025Q3: 5,829 shares; 2025Q4: 5,766 shares; 2026Q1: 5,767 shares; 2026Q2: 5,767 shares 5,767 $1.15M 0.03% 0 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,698 shares; 2025Q4: 15,317 shares; 2026Q1: 22,385 shares; 2026Q2: 21,468 shares 21,468 $1.15M 0.03% -917 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: 9,423 shares; 2024Q4: 9,401 shares; 2025Q1: 10,194 shares; 2025Q2: 9,607 shares; 2025Q3: 9,607 shares; 2025Q4: 9,607 shares; 2026Q1: 9,631 shares; 2026Q2: 9,631 shares 9,631 $1.15M 0.03% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,358 shares; 2024Q4: 8,367 shares; 2025Q1: 8,408 shares; 2025Q2: 8,369 shares; 2025Q3: 8,426 shares; 2025Q4: 8,378 shares; 2026Q1: 10,676 shares; 2026Q2: 10,365 shares 10,365 $1.14M 0.03% -311 Timeline CDX SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 37,257 shares; 2025Q4: 41,122 shares; 2026Q1: 41,177 shares; 2026Q2: 53,616 shares 53,616 $1.13M 0.03% +12,439 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 409 shares; 2025Q1: 430 shares; 2025Q2: not reported; 2025Q3: 2,259 shares; 2025Q4: 2,175 shares; 2026Q1: 2,490 shares; 2026Q2: 2,718 shares 2,718 $1.13M 0.03% +228 Timeline WTTR SELECT WATER SOLUTIONS INC More: the full row for SELECT WATER SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,611 shares; 2024Q4: 52,880 shares; 2025Q1: 53,167 shares; 2025Q2: 53,606 shares; 2025Q3: 54,068 shares; 2025Q4: 54,443 shares; 2026Q1: 54,703 shares; 2026Q2: 54,917 shares 54,917 $1.1M 0.03% +214 Timeline IYZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,297 shares; 2024Q4: 21,160 shares; 2025Q1: 38,671 shares; 2025Q2: 18,242 shares; 2025Q3: 18,953 shares; 2025Q4: 21,143 shares; 2026Q1: 22,849 shares; 2026Q2: 25,848 shares 25,848 $1.09M 0.03% +2,999 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,591 shares; 2025Q1: not reported; 2025Q2: 4,380 shares; 2025Q3: 6,365 shares; 2025Q4: 27,525 shares; 2026Q1: 29,368 shares; 2026Q2: 5,945 shares 5,945 $1.09M 0.03% -23,423 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: 3,137 shares; 2024Q4: 3,123 shares; 2025Q1: 3,332 shares; 2025Q2: 3,441 shares; 2025Q3: 14,207 shares; 2025Q4: 14,125 shares; 2026Q1: 13,798 shares; 2026Q2: 11,791 shares 11,791 $1.07M 0.03% -2,007 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: 72,144 shares; 2024Q4: 37,225 shares; 2025Q1: 20,868 shares; 2025Q2: 19,127 shares; 2025Q3: 19,250 shares; 2025Q4: 17,741 shares; 2026Q1: 13,588 shares; 2026Q2: 13,668 shares 13,668 $1.06M 0.03% +80 Timeline PIFI 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: not reported; 2026Q1: 6,737 shares; 2026Q2: 11,362 shares 11,362 $1.06M 0.03% +4,625 Timeline TMSL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,003 shares; 2025Q3: 17,003 shares; 2025Q4: 17,003 shares; 2026Q1: 24,103 shares; 2026Q2: 24,103 shares 24,103 $1.06M 0.03% 0 Timeline FTSD FRANKLIN ETF TR More: the full row for FRANKLIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,624 shares 11,624 $1.05M 0.03% new 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: 74,812 shares; 2024Q4: 35,847 shares; 2025Q1: 25,475 shares; 2025Q2: 19,932 shares; 2025Q3: 16,773 shares; 2025Q4: 16,464 shares; 2026Q1: 15,440 shares; 2026Q2: 17,835 shares 17,835 $1.05M 0.03% +2,395 Timeline SDY 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: 6,536 shares; 2025Q4: 7,300 shares; 2026Q1: 7,213 shares; 2026Q2: 6,752 shares 6,752 $1.03M 0.03% -461 Timeline VTEI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,740 shares; 2025Q3: 10,219 shares; 2025Q4: 10,219 shares; 2026Q1: 10,120 shares; 2026Q2: 10,120 shares 10,120 $1.02M 0.03% 0 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: 46,450 shares; 2024Q4: 18,003 shares; 2025Q1: 13,313 shares; 2025Q2: 11,119 shares; 2025Q3: 8,102 shares; 2025Q4: 8,080 shares; 2026Q1: 7,977 shares; 2026Q2: 6,427 shares 6,427 $1.02M 0.03% -1,550 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: 39,946 shares; 2024Q4: 39,946 shares; 2025Q1: 39,643 shares; 2025Q2: 39,643 shares; 2025Q3: 39,643 shares; 2025Q4: 39,643 shares; 2026Q1: 31,225 shares; 2026Q2: 20,098 shares 20,098 $1.01M 0.03% -11,127 Timeline XSOE 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: not reported; 2025Q4: not reported; 2026Q1: 18,440 shares; 2026Q2: 19,964 shares 19,964 $982K 0.02% +1,524 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: 3,611 shares; 2024Q4: 3,587 shares; 2025Q1: 3,416 shares; 2025Q2: 3,454 shares; 2025Q3: 4,325 shares; 2025Q4: 4,341 shares; 2026Q1: 1,318 shares; 2026Q2: 1,284 shares 1,284 $980K 0.02% -34 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,946 shares; 2024Q4: 12,946 shares; 2025Q1: 12,946 shares; 2025Q2: 12,959 shares; 2025Q3: 13,029 shares; 2025Q4: 13,018 shares; 2026Q1: 12,740 shares; 2026Q2: 12,445 shares 12,445 $961K 0.02% -295 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,037 shares; 2024Q4: 13,918 shares; 2025Q1: 13,008 shares; 2025Q2: 12,460 shares; 2025Q3: 10,988 shares; 2025Q4: 10,988 shares; 2026Q1: 10,993 shares; 2026Q2: 11,050 shares 11,050 $960K 0.02% +57 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,409 shares; 2026Q2: 5,641 shares 5,641 $958K 0.02% +232 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: 10,598 shares; 2024Q4: 11,355 shares; 2025Q1: 11,273 shares; 2025Q2: 11,108 shares; 2025Q3: 11,874 shares; 2025Q4: 12,155 shares; 2026Q1: 11,344 shares; 2026Q2: 10,974 shares 10,974 $954K 0.02% -370 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,480 shares; 2025Q2: 1,111 shares; 2025Q3: 2,305 shares; 2025Q4: 15,717 shares; 2026Q1: 2,412 shares; 2026Q2: 2,631 shares 2,631 $948K 0.02% +219 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: 7,672 shares; 2024Q4: 7,741 shares; 2025Q1: 7,355 shares; 2025Q2: 10,890 shares; 2025Q3: 14,307 shares; 2025Q4: 15,115 shares; 2026Q1: 15,388 shares; 2026Q2: 16,593 shares 16,593 $945K 0.02% +1,205 Timeline VCRM 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: not reported; 2024Q4: not reported; 2025Q1: 10,056 shares; 2025Q2: 5,474 shares; 2025Q3: 3,301 shares; 2025Q4: 4,336 shares; 2026Q1: 4,261 shares; 2026Q2: 12,355 shares 12,355 $944K 0.02% +8,094 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: 6,351 shares; 2024Q4: 5,450 shares; 2025Q1: 5,589 shares; 2025Q2: 5,454 shares; 2025Q3: 5,456 shares; 2025Q4: 5,456 shares; 2026Q1: 6,054 shares; 2026Q2: 6,118 shares 6,118 $940K 0.02% +64 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,972 shares; 2025Q1: 6,824 shares; 2025Q2: 17,932 shares; 2025Q3: 18,251 shares; 2025Q4: 17,896 shares; 2026Q1: 21,229 shares; 2026Q2: 17,526 shares 17,526 $940K 0.02% -3,703 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,892 shares; 2024Q4: 7,890 shares; 2025Q1: 7,621 shares; 2025Q2: 7,528 shares; 2025Q3: 7,613 shares; 2025Q4: 7,662 shares; 2026Q1: 11,306 shares; 2026Q2: 10,970 shares 10,970 $919K 0.02% -336 Timeline IMCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,740 shares; 2024Q4: 19,106 shares; 2025Q1: 17,967 shares; 2025Q2: 16,780 shares; 2025Q3: 16,633 shares; 2025Q4: 16,311 shares; 2026Q1: 15,790 shares; 2026Q2: 10,049 shares 10,049 $918K 0.02% -5,741 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,460 shares; 2024Q4: 3,460 shares; 2025Q1: 3,460 shares; 2025Q2: 3,366 shares; 2025Q3: 3,294 shares; 2025Q4: 3,249 shares; 2026Q1: 5,413 shares; 2026Q2: 5,788 shares 5,788 $908K 0.02% +375 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: 6,838 shares; 2024Q4: 6,765 shares; 2025Q1: 6,586 shares; 2025Q2: 6,077 shares; 2025Q3: 6,039 shares; 2025Q4: 5,475 shares; 2026Q1: 6,153 shares; 2026Q2: 5,793 shares 5,793 $905K 0.02% -360 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,402 shares; 2024Q4: 20,326 shares; 2025Q1: 19,905 shares; 2025Q2: 19,905 shares; 2025Q3: 19,101 shares; 2025Q4: 18,877 shares; 2026Q1: 18,877 shares; 2026Q2: 18,877 shares 18,877 $902K 0.02% 0 Timeline RUSHA RUSH ENTERPRISES INC More: the full row for RUSH ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,836 shares; 2024Q4: 11,935 shares; 2025Q1: 11,911 shares; 2025Q2: 11,953 shares; 2025Q3: 11,993 shares; 2025Q4: 12,032 shares; 2026Q1: 12,089 shares; 2026Q2: 12,317 shares 12,317 $899K 0.02% +228 Timeline VABS VIRTUS ETF TR II More: the full row for VIRTUS ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 37,142 shares 37,142 $898K 0.02% new 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: 3,331 shares; 2026Q1: 3,469 shares; 2026Q2: 3,482 shares 3,482 $889K 0.02% +13 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: 3,499 shares; 2024Q4: 4,521 shares; 2025Q1: 4,635 shares; 2025Q2: 4,812 shares; 2025Q3: 5,132 shares; 2025Q4: 6,323 shares; 2026Q1: 7,239 shares; 2026Q2: 6,911 shares 6,911 $888K 0.02% -328 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: 4,863 shares; 2024Q4: 4,883 shares; 2025Q1: 4,920 shares; 2025Q2: 5,275 shares; 2025Q3: 5,512 shares; 2025Q4: 6,141 shares; 2026Q1: 4,672 shares; 2026Q2: 4,995 shares 4,995 $881K 0.02% +323 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: 1,228 shares; 2026Q1: 1,087 shares; 2026Q2: 1,205 shares 1,205 $871K 0.02% +118 Timeline UAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,763 shares; 2024Q4: 23,538 shares; 2025Q1: 22,503 shares; 2025Q2: 22,352 shares; 2025Q3: 22,352 shares; 2025Q4: 20,669 shares; 2026Q1: 20,669 shares; 2026Q2: 20,669 shares 20,669 $870K 0.02% 0 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,876 shares; 2025Q4: 3,876 shares; 2026Q1: 3,877 shares; 2026Q2: 3,876 shares 3,876 $865K 0.02% -1 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,722 shares; 2025Q4: 1,715 shares; 2026Q1: 1,394 shares; 2026Q2: 2,386 shares 2,386 $845K 0.02% +992 Timeline FHB FIRST HAWAIIAN INC More: the full row for FIRST HAWAIIAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,696 shares; 2024Q4: 34,634 shares; 2025Q1: 32,710 shares; 2025Q2: 32,713 shares; 2025Q3: 29,109 shares; 2025Q4: 29,112 shares; 2026Q1: 29,115 shares; 2026Q2: 28,822 shares 28,822 $844K 0.02% -293 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,013 shares; 2025Q4: 4,121 shares; 2026Q1: 3,864 shares; 2026Q2: 3,968 shares 3,968 $829K 0.02% +104 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: 1,789 shares; 2024Q4: 1,796 shares; 2025Q1: 1,841 shares; 2025Q2: 1,890 shares; 2025Q3: 2,375 shares; 2025Q4: 23,608 shares; 2026Q1: 11,138 shares; 2026Q2: 11,456 shares 11,456 $818K 0.02% +318 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,403 shares; 2024Q4: 2,512 shares; 2025Q1: 2,074 shares; 2025Q2: 3,854 shares; 2025Q3: 3,870 shares; 2025Q4: 3,737 shares; 2026Q1: 2,929 shares; 2026Q2: 4,217 shares 4,217 $779K 0.02% +1,288 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: 1,852 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,623 shares; 2025Q4: 2,779 shares; 2026Q1: 3,239 shares; 2026Q2: 3,128 shares 3,128 $758K 0.02% -111 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,543 shares 4,543 $743K 0.02% new Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,088 shares; 2025Q4: 6,521 shares; 2026Q1: not reported; 2026Q2: 5,320 shares 5,320 $743K 0.02% new Timeline AAXJ 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: 5,779 shares; 2025Q2: 5,053 shares; 2025Q3: 6,612 shares; 2025Q4: 6,779 shares; 2026Q1: 6,895 shares; 2026Q2: 6,139 shares 6,139 $733K 0.02% -756 Timeline IBRX IMMUNITYBIO INC More: the full row for IMMUNITYBIO 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: 80,422 shares; 2026Q2: 82,742 shares 82,742 $724K 0.02% +2,320 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,273 shares; 2024Q4: 14,039 shares; 2025Q1: 11,988 shares; 2025Q2: 10,323 shares; 2025Q3: 8,177 shares; 2025Q4: 7,870 shares; 2026Q1: 5,943 shares; 2026Q2: 7,936 shares 7,936 $719K 0.02% +1,993 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,694 shares; 2024Q4: 19,730 shares; 2025Q1: 18,974 shares; 2025Q2: 15,792 shares; 2025Q3: 15,663 shares; 2025Q4: 15,663 shares; 2026Q1: 15,663 shares; 2026Q2: 15,663 shares 15,663 $715K 0.02% 0 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,309 shares; 2025Q4: 4,317 shares; 2026Q1: 10,062 shares; 2026Q2: 7,900 shares 7,900 $710K 0.02% -2,162 Timeline SCHA 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: 12,225 shares; 2024Q4: not reported; 2025Q1: 17,542 shares; 2025Q2: 17,970 shares; 2025Q3: 17,774 shares; 2025Q4: 18,178 shares; 2026Q1: 17,785 shares; 2026Q2: 19,441 shares 19,441 $702K 0.02% +1,656 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: 3,892 shares; 2025Q2: 5,763 shares; 2025Q3: 8,041 shares; 2025Q4: 8,151 shares; 2026Q1: 8,343 shares; 2026Q2: 7,896 shares 7,896 $699K 0.02% -447 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION 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: 1,401 shares 1,401 $694K 0.02% new Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 689 shares; 2024Q4: not reported; 2025Q1: 569 shares; 2025Q2: not reported; 2025Q3: 1,396 shares; 2025Q4: 1,421 shares; 2026Q1: 1,351 shares; 2026Q2: 2,190 shares 2,190 $690K 0.02% +839 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,862 shares; 2026Q2: 4,199 shares 4,199 $678K 0.02% +337 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS 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: 8,141 shares; 2025Q4: 7,553 shares; 2026Q1: 7,579 shares; 2026Q2: 6,449 shares 6,449 $664K 0.02% -1,130 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: 7,830 shares; 2024Q4: 12,588 shares; 2025Q1: 21,585 shares; 2025Q2: 27,897 shares; 2025Q3: 59,230 shares; 2025Q4: 67,340 shares; 2026Q1: 12,412 shares; 2026Q2: 12,709 shares 12,709 $659K 0.02% +297 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN 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: 1,332 shares; 2025Q4: 1,393 shares; 2026Q1: 1,393 shares; 2026Q2: 1,293 shares 1,293 $658K 0.02% -100 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,330 shares; 2025Q4: 7,550 shares; 2026Q1: 6,920 shares; 2026Q2: 7,493 shares 7,493 $658K 0.02% +573 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,100 shares; 2025Q4: 10,358 shares; 2026Q1: 10,653 shares; 2026Q2: 13,168 shares 13,168 $656K 0.02% +2,515 Timeline VONE 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: 1,910 shares; 2024Q4: 1,910 shares; 2025Q1: 1,910 shares; 2025Q2: 1,910 shares; 2025Q3: 1,910 shares; 2025Q4: 1,910 shares; 2026Q1: 1,910 shares; 2026Q2: 1,910 shares 1,910 $647K 0.02% 0 Timeline PTNQ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,839 shares; 2026Q2: 7,282 shares 7,282 $646K 0.02% -557 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: 647 shares; 2024Q4: 677 shares; 2025Q1: 652 shares; 2025Q2: 821 shares; 2025Q3: 949 shares; 2025Q4: 1,034 shares; 2026Q1: 1,141 shares; 2026Q2: 1,252 shares 1,252 $643K 0.02% +111 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: 12,428 shares; 2024Q4: 16,259 shares; 2025Q1: 14,445 shares; 2025Q2: 14,110 shares; 2025Q3: 19,793 shares; 2025Q4: 20,682 shares; 2026Q1: 26,697 shares; 2026Q2: 31,036 shares 31,036 $642K 0.02% +4,339 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 472 shares; 2025Q4: 590 shares; 2026Q1: 775 shares; 2026Q2: 616 shares 616 $623K 0.02% -159 Timeline BOTZ 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: 146,846 shares; 2024Q4: 58,334 shares; 2025Q1: 47,230 shares; 2025Q2: 30,154 shares; 2025Q3: 18,609 shares; 2025Q4: 17,319 shares; 2026Q1: 16,677 shares; 2026Q2: 16,326 shares 16,326 $619K 0.02% -351 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,883 shares; 2025Q4: 2,963 shares; 2026Q1: 2,824 shares; 2026Q2: 2,855 shares 2,855 $618K 0.02% +31 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: 8,122 shares; 2025Q4: 7,875 shares; 2026Q1: 8,013 shares; 2026Q2: 7,531 shares 7,531 $610K 0.02% -482 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: 1,379 shares; 2024Q4: 1,411 shares; 2025Q1: 1,648 shares; 2025Q2: 1,817 shares; 2025Q3: 1,960 shares; 2025Q4: 1,912 shares; 2026Q1: 2,261 shares; 2026Q2: 1,800 shares 1,800 $609K 0.02% -461 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,396 shares; 2025Q4: 7,737 shares; 2026Q1: 7,352 shares; 2026Q2: 7,251 shares 7,251 $606K 0.02% -101 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: not reported; 2024Q4: not reported; 2025Q1: 46,177 shares; 2025Q2: 30,901 shares; 2025Q3: 17,314 shares; 2025Q4: 14,027 shares; 2026Q1: 17,713 shares; 2026Q2: 11,943 shares 11,943 $604K 0.02% -5,770 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,467 shares; 2025Q4: 19,911 shares; 2026Q1: 19,319 shares; 2026Q2: 16,603 shares 16,603 $604K 0.02% -2,716 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,185 shares; 2026Q2: 5,199 shares 5,199 $603K 0.02% +1,014 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,529 shares 3,529 $603K 0.02% new Timeline ZAP 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,015 shares; 2026Q2: 17,270 shares 17,270 $598K 0.02% +4,255 Timeline BMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,339 shares; 2024Q4: 20,263 shares; 2025Q1: 20,263 shares; 2025Q2: 14,415 shares; 2025Q3: 12,415 shares; 2025Q4: 12,415 shares; 2026Q1: 12,415 shares; 2026Q2: 12,571 shares 12,571 $595K 0.02% +156 Timeline AGGH SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,634 shares; 2026Q2: 29,477 shares 29,477 $595K 0.02% +17,843 Timeline HIMU 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: 18,207 shares; 2025Q4: 12,525 shares; 2026Q1: 12,525 shares; 2026Q2: 11,912 shares 11,912 $593K 0.02% -613 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,010 shares; 2025Q4: 4,012 shares; 2026Q1: 9,273 shares; 2026Q2: 8,631 shares 8,631 $590K 0.02% -642 Timeline PBUS INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,100 shares; 2026Q2: 7,805 shares 7,805 $584K 0.01% +2,705 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,170 shares; 2026Q1: 5,357 shares; 2026Q2: 10,600 shares 10,600 $575K 0.01% +5,243 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,784 shares; 2024Q4: 7,047 shares; 2025Q1: 8,712 shares; 2025Q2: 7,429 shares; 2025Q3: 10,639 shares; 2025Q4: 10,851 shares; 2026Q1: 10,047 shares; 2026Q2: 10,113 shares 10,113 $572K 0.01% +66 Timeline FNDB 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: 6,346 shares; 2024Q4: 19,038 shares; 2025Q1: 17,424 shares; 2025Q2: 17,424 shares; 2025Q3: 18,787 shares; 2025Q4: 18,787 shares; 2026Q1: 18,787 shares; 2026Q2: 18,787 shares 18,787 $572K 0.01% 0 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: 9,260 shares; 2024Q4: 10,435 shares; 2025Q1: 11,671 shares; 2025Q2: 10,761 shares; 2025Q3: 10,761 shares; 2025Q4: 11,072 shares; 2026Q1: 11,251 shares; 2026Q2: 11,274 shares 11,274 $568K 0.01% +23 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,973 shares; 2025Q2: 6,970 shares; 2025Q3: 7,939 shares; 2025Q4: 8,192 shares; 2026Q1: 7,489 shares; 2026Q2: 8,432 shares 8,432 $565K 0.01% +943 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: 40,564 shares; 2024Q4: 18,573 shares; 2025Q1: 10,849 shares; 2025Q2: 10,238 shares; 2025Q3: 9,728 shares; 2025Q4: 8,944 shares; 2026Q1: 6,838 shares; 2026Q2: 6,826 shares 6,826 $562K 0.01% -12 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,253 shares; 2025Q4: 13,670 shares; 2026Q1: 15,534 shares; 2026Q2: 12,984 shares 12,984 $560K 0.01% -2,550 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: not reported; 2024Q4: 1,235 shares; 2025Q1: not reported; 2025Q2: 1,345 shares; 2025Q3: 1,736 shares; 2025Q4: 1,837 shares; 2026Q1: 2,140 shares; 2026Q2: 2,574 shares 2,574 $557K 0.01% +434 Timeline SCHE 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: 12,473 shares; 2024Q4: 14,647 shares; 2025Q1: 13,617 shares; 2025Q2: 14,231 shares; 2025Q3: 14,229 shares; 2025Q4: 14,256 shares; 2026Q1: 13,947 shares; 2026Q2: 15,221 shares 15,221 $552K 0.01% +1,274 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: 5,571 shares; 2024Q4: 5,090 shares; 2025Q1: 4,771 shares; 2025Q2: 3,920 shares; 2025Q3: 4,728 shares; 2025Q4: 4,711 shares; 2026Q1: 6,667 shares; 2026Q2: 6,574 shares 6,574 $545K 0.01% -93 Timeline ROBT 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: 10,065 shares; 2025Q4: 10,698 shares; 2026Q1: 10,651 shares; 2026Q2: 9,661 shares 9,661 $544K 0.01% -990 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 921 shares; 2025Q3: 1,632 shares; 2025Q4: 11,384 shares; 2026Q1: 12,708 shares; 2026Q2: 1,366 shares 1,366 $542K 0.01% -11,342 Timeline FXD 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: 3,865 shares; 2025Q2: 10,237 shares; 2025Q3: 10,143 shares; 2025Q4: 9,960 shares; 2026Q1: 9,677 shares; 2026Q2: 7,803 shares 7,803 $540K 0.01% -1,874 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,853 shares; 2025Q4: 2,353 shares; 2026Q1: 4,979 shares; 2026Q2: 19,592 shares 19,592 $537K 0.01% +14,613 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: 4,241 shares; 2024Q4: 4,478 shares; 2025Q1: 5,270 shares; 2025Q2: 5,335 shares; 2025Q3: 5,889 shares; 2025Q4: 5,301 shares; 2026Q1: 5,794 shares; 2026Q2: 5,574 shares 5,574 $537K 0.01% -220 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 301 shares; 2026Q2: 312 shares 312 $530K 0.01% +11 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 602 shares; 2025Q1: 871 shares; 2025Q2: not reported; 2025Q3: 3,087 shares; 2025Q4: 3,123 shares; 2026Q1: 3,635 shares; 2026Q2: 3,296 shares 3,296 $516K 0.01% -339 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,027 shares; 2026Q2: 3,027 shares 3,027 $515K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,803 shares; 2025Q4: 2,407 shares; 2026Q1: 3,432 shares; 2026Q2: 3,043 shares 3,043 $514K 0.01% -389 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,820 shares; 2025Q4: 1,957 shares; 2026Q1: 1,888 shares; 2026Q2: 1,825 shares 1,825 $514K 0.01% -63 Timeline CARE CARTER BANKSHARES INC More: the full row for CARTER BANKSHARES 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: 15,044 shares; 2026Q2: 15,044 shares 15,044 $512K 0.01% 0 Timeline PTMC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,224 shares; 2026Q2: 12,224 shares 12,224 $511K 0.01% 0 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,546 shares; 2024Q4: 3,546 shares; 2025Q1: 3,545 shares; 2025Q2: 3,482 shares; 2025Q3: 3,482 shares; 2025Q4: 3,482 shares; 2026Q1: 3,279 shares; 2026Q2: 4,547 shares 4,547 $510K 0.01% +1,268 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: 1,750 shares; 2024Q4: 1,750 shares; 2025Q1: 1,752 shares; 2025Q2: 1,750 shares; 2025Q3: 1,719 shares; 2025Q4: 1,780 shares; 2026Q1: 1,969 shares; 2026Q2: 2,563 shares 2,563 $506K 0.01% +594 Timeline BNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,753 shares; 2024Q4: 9,731 shares; 2025Q1: 9,731 shares; 2025Q2: 9,731 shares; 2025Q3: 9,731 shares; 2025Q4: 10,338 shares; 2026Q1: 10,417 shares; 2026Q2: 10,451 shares 10,451 $500K 0.01% +34 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,672 shares 1,672 $498K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,437 shares; 2026Q2: 11,438 shares 11,438 $498K 0.01% +1 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,237 shares 4,237 $497K 0.01% new Timeline IIM INVESCO VALUE MUN INCOME TR More: the full row for INVESCO VALUE MUN INCOME 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: 45,552 shares; 2026Q2: 38,862 shares 38,862 $495K 0.01% -6,690 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: 4,322 shares; 2024Q4: 4,322 shares; 2025Q1: 4,482 shares; 2025Q2: 4,482 shares; 2025Q3: 4,501 shares; 2025Q4: 5,445 shares; 2026Q1: 5,445 shares; 2026Q2: 5,421 shares 5,421 $492K 0.01% -24 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES 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: not reported; 2025Q4: not reported; 2026Q1: 16,066 shares; 2026Q2: 9,211 shares 9,211 $485K 0.01% -6,855 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,049 shares; 2025Q4: 1,049 shares; 2026Q1: 2,337 shares; 2026Q2: 2,135 shares 2,135 $485K 0.01% -202 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,357 shares; 2026Q2: 3,384 shares 3,384 $484K 0.01% +27 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,961 shares; 2024Q4: 3,203 shares; 2025Q1: 5,305 shares; 2025Q2: 2,909 shares; 2025Q3: 4,602 shares; 2025Q4: 4,657 shares; 2026Q1: 5,450 shares; 2026Q2: 3,786 shares 3,786 $483K 0.01% -1,664 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: not reported; 2024Q4: not reported; 2025Q1: 450 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 470 shares; 2026Q1: 1,003 shares; 2026Q2: 970 shares 970 $482K 0.01% -33 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,354 shares 4,354 $482K 0.01% new Timeline FIDU FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,797 shares; 2025Q3: 4,797 shares; 2025Q4: 4,810 shares; 2026Q1: 4,855 shares; 2026Q2: 4,810 shares 4,810 $479K 0.01% -45 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: not reported; 2024Q4: 4,283 shares; 2025Q1: 4,302 shares; 2025Q2: 3,238 shares; 2025Q3: 3,101 shares; 2025Q4: 4,001 shares; 2026Q1: 8,424 shares; 2026Q2: 5,831 shares 5,831 $479K 0.01% -2,593 Timeline BSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,740 shares; 2024Q4: 9,580 shares; 2025Q1: 9,482 shares; 2025Q2: 9,482 shares; 2025Q3: 9,482 shares; 2025Q4: 9,418 shares; 2026Q1: 9,364 shares; 2026Q2: 9,052 shares 9,052 $477K 0.01% -312 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,340 shares; 2025Q2: 19,490 shares; 2025Q3: 11,413 shares; 2025Q4: 10,871 shares; 2026Q1: 10,090 shares; 2026Q2: 9,567 shares 9,567 $476K 0.01% -523 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,252 shares; 2025Q4: 11,163 shares; 2026Q1: 10,521 shares; 2026Q2: 10,005 shares 10,005 $476K 0.01% -516 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,357 shares; 2024Q4: 7,392 shares; 2025Q1: 7,449 shares; 2025Q2: 8,188 shares; 2025Q3: 8,331 shares; 2025Q4: 8,369 shares; 2026Q1: 8,445 shares; 2026Q2: 8,523 shares 8,523 $473K 0.01% +78 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,995 shares; 2024Q4: 12,609 shares; 2025Q1: 9,932 shares; 2025Q2: 9,895 shares; 2025Q3: 9,985 shares; 2025Q4: 6,413 shares; 2026Q1: 6,415 shares; 2026Q2: 6,229 shares 6,229 $471K 0.01% -186 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,315 shares; 2026Q1: 9,349 shares; 2026Q2: 9,935 shares 9,935 $462K 0.01% +586 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: not reported; 2024Q4: 2,321 shares; 2025Q1: 2,328 shares; 2025Q2: 2,421 shares; 2025Q3: not reported; 2025Q4: 3,216 shares; 2026Q1: 3,677 shares; 2026Q2: 4,867 shares 4,867 $460K 0.01% +1,190 Timeline AMSC AMERICAN SUPERCONDUCTOR CORP More: the full row for AMERICAN SUPERCONDUCTOR 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: 11,000 shares 11,000 $457K 0.01% new Timeline IYC 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: 2,706 shares; 2026Q2: 4,489 shares 4,489 $454K 0.01% +1,783 Timeline 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: not reported; 2025Q1: not reported; 2025Q2: 4,317 shares; 2025Q3: 5,150 shares; 2025Q4: 5,140 shares; 2026Q1: 5,197 shares; 2026Q2: 4,858 shares 4,858 $453K 0.01% -339 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,106 shares; 2025Q4: 5,936 shares; 2026Q1: 6,497 shares; 2026Q2: 7,841 shares 7,841 $452K 0.01% +1,344 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,056 shares; 2026Q2: 3,950 shares 3,950 $451K 0.01% -106 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 213 shares; 2025Q2: 213 shares; 2025Q3: not reported; 2025Q4: 236 shares; 2026Q1: 239 shares; 2026Q2: 331 shares 331 $450K 0.01% +92 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,041 shares 1,041 $449K 0.01% new Timeline SRE SEMPRA More: the full row for SEMPRA 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: 2,275 shares; 2025Q4: 2,472 shares; 2026Q1: 4,446 shares; 2026Q2: 4,799 shares 4,799 $445K 0.01% +353 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,244 shares; 2024Q4: 4,254 shares; 2025Q1: 3,243 shares; 2025Q2: 3,204 shares; 2025Q3: 3,204 shares; 2025Q4: 3,204 shares; 2026Q1: 3,204 shares; 2026Q2: 4,685 shares 4,685 $444K 0.01% +1,481 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: 6,370 shares; 2024Q4: 6,695 shares; 2025Q1: 6,844 shares; 2025Q2: 11,692 shares; 2025Q3: 11,675 shares; 2025Q4: 12,505 shares; 2026Q1: 12,786 shares; 2026Q2: 4,138 shares 4,138 $443K 0.01% -8,648 Timeline UAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,407 shares; 2025Q3: 19,407 shares; 2025Q4: 12,617 shares; 2026Q1: 12,617 shares; 2026Q2: 12,617 shares 12,617 $443K 0.01% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,241 shares; 2025Q4: 1,413 shares; 2026Q1: 1,393 shares; 2026Q2: 1,400 shares 1,400 $440K 0.01% +7 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,759 shares; 2025Q4: 1,560 shares; 2026Q1: 1,629 shares; 2026Q2: 1,596 shares 1,596 $434K 0.01% -33 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,369 shares; 2026Q2: 13,547 shares 13,547 $433K 0.01% +178 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,943 shares; 2025Q3: 10,172 shares; 2025Q4: 10,240 shares; 2026Q1: 10,267 shares; 2026Q2: 10,385 shares 10,385 $428K 0.01% +118 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 341 shares; 2026Q2: 364 shares 364 $428K 0.01% +23 Timeline PMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,442 shares; 2024Q4: 11,267 shares; 2025Q1: 11,267 shares; 2025Q2: 11,267 shares; 2025Q3: 11,267 shares; 2025Q4: 11,267 shares; 2026Q1: 11,417 shares; 2026Q2: 10,211 shares 10,211 $422K 0.01% -1,206 Timeline EWU 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: 7,605 shares; 2025Q3: 8,932 shares; 2025Q4: 9,032 shares; 2026Q1: 9,089 shares; 2026Q2: 9,111 shares 9,111 $420K 0.01% +22 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,324 shares; 2024Q4: 9,325 shares; 2025Q1: 9,325 shares; 2025Q2: 9,325 shares; 2025Q3: 9,010 shares; 2025Q4: 9,010 shares; 2026Q1: 9,010 shares; 2026Q2: 9,010 shares 9,010 $418K 0.01% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 544 shares; 2026Q1: 565 shares; 2026Q2: 552 shares 552 $417K 0.01% -13 Timeline TLTD FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,247 shares; 2024Q4: 4,246 shares; 2025Q1: 4,246 shares; 2025Q2: 4,246 shares; 2025Q3: 4,246 shares; 2025Q4: 4,246 shares; 2026Q1: 4,246 shares; 2026Q2: 4,246 shares 4,246 $416K 0.01% 0 Timeline R RYDER SYS INC More: the full row for RYDER 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: 1,390 shares; 2025Q4: 1,545 shares; 2026Q1: 1,562 shares; 2026Q2: 1,567 shares 1,567 $413K 0.01% +5 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,073 shares; 2025Q4: 22,992 shares; 2026Q1: 8,656 shares; 2026Q2: 8,186 shares 8,186 $413K 0.01% -470 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 888 shares; 2025Q4: 817 shares; 2026Q1: 899 shares; 2026Q2: 1,094 shares 1,094 $409K 0.01% +195 Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,426 shares; 2025Q2: 6,626 shares; 2025Q3: 6,065 shares; 2025Q4: 6,077 shares; 2026Q1: 6,878 shares; 2026Q2: 4,022 shares 4,022 $405K 0.01% -2,856 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: 41,367 shares; 2024Q4: 41,912 shares; 2025Q1: 42,448 shares; 2025Q2: 32,545 shares; 2025Q3: 37,084 shares; 2025Q4: 36,651 shares; 2026Q1: 9,335 shares; 2026Q2: 8,147 shares 8,147 $404K 0.01% -1,188 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,727 shares; 2025Q1: 2,756 shares; 2025Q2: 2,619 shares; 2025Q3: 2,651 shares; 2025Q4: 2,682 shares; 2026Q1: 2,950 shares; 2026Q2: 2,775 shares 2,775 $401K 0.01% -175 Timeline NEM NEWMONT CORP More: the full row for NEWMONT 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: 4,173 shares; 2026Q2: 4,293 shares 4,293 $401K 0.01% +120 Timeline MISL 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: 10,938 shares; 2025Q4: 11,371 shares; 2026Q1: 9,785 shares; 2026Q2: 8,760 shares 8,760 $401K 0.01% -1,025 Timeline FEZ 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: 25,870 shares; 2024Q4: 25,870 shares; 2025Q1: 25,870 shares; 2025Q2: 25,870 shares; 2025Q3: 25,870 shares; 2025Q4: 25,870 shares; 2026Q1: 26,060 shares; 2026Q2: 5,825 shares 5,825 $400K 0.01% -20,235 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 186 shares; 2025Q4: 368 shares; 2026Q1: 351 shares; 2026Q2: 415 shares 415 $399K 0.01% +64 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: 3,281 shares; 2024Q4: 3,550 shares; 2025Q1: 3,399 shares; 2025Q2: 3,689 shares; 2025Q3: 4,234 shares; 2025Q4: 4,595 shares; 2026Q1: 3,002 shares; 2026Q2: 2,700 shares 2,700 $396K 0.01% -302 Timeline FLAX 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: 7,391 shares; 2025Q4: 7,788 shares; 2026Q1: 8,408 shares; 2026Q2: 10,570 shares 10,570 $394K 0.01% +2,162 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,513 shares; 2026Q2: 3,561 shares 3,561 $390K 0.01% +1,048 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: 36,381 shares; 2025Q1: 38,014 shares; 2025Q2: 35,561 shares; 2025Q3: 26,366 shares; 2025Q4: 21,213 shares; 2026Q1: 8,875 shares; 2026Q2: 8,294 shares 8,294 $383K 0.01% -581 Timeline AIA 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: 2,752 shares; 2025Q3: 2,781 shares; 2025Q4: 2,703 shares; 2026Q1: 2,703 shares; 2026Q2: 2,674 shares 2,674 $379K 0.01% -29 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,398 shares; 2024Q4: 1,398 shares; 2025Q1: 1,398 shares; 2025Q2: 1,426 shares; 2025Q3: 1,426 shares; 2025Q4: 1,426 shares; 2026Q1: 1,438 shares; 2026Q2: 1,558 shares 1,558 $378K 0.01% +120 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,572 shares; 2026Q2: 4,914 shares 4,914 $369K 0.01% +1,342 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,421 shares; 2025Q4: 4,121 shares; 2026Q1: 3,885 shares; 2026Q2: 4,685 shares 4,685 $367K 0.01% +800 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 547 shares; 2026Q2: 558 shares 558 $366K 0.01% +11 Timeline ESGV 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: 4,777 shares; 2024Q4: 4,686 shares; 2025Q1: 4,360 shares; 2025Q2: 2,601 shares; 2025Q3: 2,702 shares; 2025Q4: 2,702 shares; 2026Q1: 2,762 shares; 2026Q2: 2,763 shares 2,763 $365K 0.01% +1 Timeline JGRO 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: not reported; 2026Q1: 3,354 shares; 2026Q2: 3,694 shares 3,694 $364K 0.01% +340 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 673 shares; 2025Q4: 859 shares; 2026Q1: 788 shares; 2026Q2: 854 shares 854 $364K 0.01% +66 Timeline MATX MATSON INC More: the full row for MATSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,828 shares; 2024Q4: 1,831 shares; 2025Q1: 1,834 shares; 2025Q2: 2,667 shares; 2025Q3: not reported; 2025Q4: 1,845 shares; 2026Q1: 1,882 shares; 2026Q2: 1,893 shares 1,893 $364K 0.01% +11 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,720 shares; 2025Q3: 3,268 shares; 2025Q4: 2,185 shares; 2026Q1: 2,120 shares; 2026Q2: 2,275 shares 2,275 $364K 0.01% +155 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,738 shares; 2024Q4: 3,754 shares; 2025Q1: 3,738 shares; 2025Q2: 3,775 shares; 2025Q3: 3,795 shares; 2025Q4: 3,822 shares; 2026Q1: 4,082 shares; 2026Q2: 4,458 shares 4,458 $362K 0.01% +376 Timeline GVIP GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,786 shares; 2026Q2: 1,915 shares 1,915 $361K 0.01% +129 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 493 shares; 2026Q2: 690 shares 690 $360K 0.01% +197 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,136 shares; 2025Q4: 6,090 shares; 2026Q1: 7,979 shares; 2026Q2: 7,909 shares 7,909 $359K 0.01% -70 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,265 shares; 2025Q2: not reported; 2025Q3: 8,537 shares; 2025Q4: 8,934 shares; 2026Q1: 10,281 shares; 2026Q2: 9,658 shares 9,658 $355K 0.01% -623 Timeline UMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,628 shares; 2024Q4: 9,628 shares; 2025Q1: 9,628 shares; 2025Q2: 9,628 shares; 2025Q3: 8,554 shares; 2025Q4: 8,303 shares; 2026Q1: 8,303 shares; 2026Q2: 8,303 shares 8,303 $351K 0.01% 0 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: 12,215 shares; 2024Q4: 12,423 shares; 2025Q1: 10,629 shares; 2025Q2: not reported; 2025Q3: 13,765 shares; 2025Q4: 12,806 shares; 2026Q1: 13,906 shares; 2026Q2: 14,546 shares 14,546 $350K 0.01% +640 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,146 shares; 2024Q4: 2,198 shares; 2025Q1: 2,146 shares; 2025Q2: 2,158 shares; 2025Q3: 2,478 shares; 2025Q4: 2,877 shares; 2026Q1: 2,880 shares; 2026Q2: 2,893 shares 2,893 $345K 0.01% +13 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,628 shares; 2025Q4: 4,691 shares; 2026Q1: 5,114 shares; 2026Q2: 5,969 shares 5,969 $344K 0.01% +855 Timeline EWL 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: 4,332 shares; 2025Q2: 4,892 shares; 2025Q3: 5,296 shares; 2025Q4: 5,334 shares; 2026Q1: 5,072 shares; 2026Q2: 5,436 shares 5,436 $342K 0.01% +364 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,443 shares; 2024Q4: 12,744 shares; 2025Q1: 23,086 shares; 2025Q2: 27,034 shares; 2025Q3: 41,444 shares; 2025Q4: 46,870 shares; 2026Q1: 9,538 shares; 2026Q2: 7,064 shares 7,064 $340K 0.01% -2,474 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,104 shares; 2026Q1: 4,483 shares; 2026Q2: 5,629 shares 5,629 $340K 0.01% +1,146 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 566 shares; 2025Q4: 544 shares; 2026Q1: 509 shares; 2026Q2: 474 shares 474 $338K 0.01% -35 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,323 shares; 2025Q4: 5,114 shares; 2026Q1: 4,635 shares; 2026Q2: 4,654 shares 4,654 $338K 0.01% +19 Timeline CVMC 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: 4,436 shares 4,436 $338K 0.01% new Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,151 shares; 2024Q4: 5,171 shares; 2025Q1: 5,267 shares; 2025Q2: 5,267 shares; 2025Q3: 5,581 shares; 2025Q4: 5,574 shares; 2026Q1: 5,483 shares; 2026Q2: 6,034 shares 6,034 $335K 0.01% +551 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,505 shares; 2024Q4: 9,516 shares; 2025Q1: 9,516 shares; 2025Q2: 9,516 shares; 2025Q3: 9,516 shares; 2025Q4: 10,164 shares; 2026Q1: 10,191 shares; 2026Q2: 7,543 shares 7,543 $335K 0.01% -2,648 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,673 shares; 2026Q1: 6,027 shares; 2026Q2: 5,263 shares 5,263 $331K 0.01% -764 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: 1,683 shares; 2026Q2: 1,725 shares 1,725 $331K 0.01% +42 Timeline JSI JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,800 shares; 2025Q4: 33,479 shares; 2026Q1: 12,566 shares; 2026Q2: 6,425 shares 6,425 $329K 0.01% -6,141 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: 2,684 shares; 2024Q4: 2,728 shares; 2025Q1: 1,917 shares; 2025Q2: 1,916 shares; 2025Q3: 1,889 shares; 2025Q4: 1,889 shares; 2026Q1: 2,234 shares; 2026Q2: 2,234 shares 2,234 $327K 0.01% 0 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 709 shares; 2026Q1: 703 shares; 2026Q2: 943 shares 943 $321K 0.01% +240 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM 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: 15,100 shares; 2026Q2: 14,100 shares 14,100 $321K 0.01% -1,000 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,677 shares; 2025Q4: 3,285 shares; 2026Q1: 3,527 shares; 2026Q2: 3,872 shares 3,872 $320K 0.01% +345 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 742 shares; 2025Q4: 880 shares; 2026Q1: 856 shares; 2026Q2: 1,099 shares 1,099 $319K 0.01% +243 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 667 shares; 2025Q3: 689 shares; 2025Q4: not reported; 2026Q1: 780 shares; 2026Q2: 1,002 shares 1,002 $318K 0.01% +222 Timeline EZU 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: 4,567 shares; 2025Q2: 4,567 shares; 2025Q3: 4,567 shares; 2025Q4: 4,567 shares; 2026Q1: 4,567 shares; 2026Q2: 4,567 shares 4,567 $317K 0.01% 0 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,810 shares; 2025Q3: 9,932 shares; 2025Q4: 12,538 shares; 2026Q1: 12,783 shares; 2026Q2: 9,533 shares 9,533 $317K 0.01% -3,250 Timeline FXN 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: 14,940 shares; 2025Q4: 18,222 shares; 2026Q1: 18,222 shares; 2026Q2: 15,685 shares 15,685 $317K 0.01% -2,537 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 749 shares; 2025Q4: 786 shares; 2026Q1: 770 shares; 2026Q2: 3,590 shares 3,590 $316K 0.01% +2,820 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: 889 shares; 2024Q4: 892 shares; 2025Q1: 934 shares; 2025Q2: 889 shares; 2025Q3: 890 shares; 2025Q4: 936 shares; 2026Q1: 894 shares; 2026Q2: 950 shares 950 $315K 0.01% +56 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN 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: 936 shares; 2025Q4: 931 shares; 2026Q1: 932 shares; 2026Q2: 931 shares 931 $315K 0.01% -1 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: 1,394 shares 1,394 $312K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,134 shares; 2026Q2: 4,134 shares 4,134 $312K 0.01% 0 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,043 shares 1,043 $311K 0.01% new Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,047 shares; 2025Q4: 2,322 shares; 2026Q1: 1,915 shares; 2026Q2: 2,216 shares 2,216 $310K 0.01% +301 Timeline SAMT ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,199 shares; 2026Q2: 6,489 shares 6,489 $310K 0.01% +290 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 485 shares 485 $310K 0.01% new Timeline PJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,978 shares; 2024Q4: 7,620 shares; 2025Q1: 7,620 shares; 2025Q2: 7,620 shares; 2025Q3: 7,978 shares; 2025Q4: 7,978 shares; 2026Q1: 7,978 shares; 2026Q2: 7,160 shares 7,160 $310K 0.01% -818 Timeline AOR 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: 4,384 shares; 2025Q4: 4,388 shares; 2026Q1: 4,449 shares; 2026Q2: 4,450 shares 4,450 $309K 0.01% +1 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: 1,394 shares 1,394 $308K 0.01% new Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,154 shares; 2025Q4: not reported; 2026Q1: 1,484 shares; 2026Q2: 1,194 shares 1,194 $305K 0.01% -290 Timeline PMBS 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: not reported; 2026Q1: 6,164 shares; 2026Q2: 6,164 shares 6,164 $304K 0.01% 0 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,202 shares; 2025Q2: 1,386 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,192 shares 1,192 $303K 0.01% new Timeline DWMF 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: not reported; 2025Q4: not reported; 2026Q1: 8,878 shares; 2026Q2: 8,878 shares 8,878 $301K 0.01% 0 Timeline UJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,803 shares 7,803 $301K 0.01% new Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 446 shares; 2024Q4: 452 shares; 2025Q1: 640 shares; 2025Q2: not reported; 2025Q3: 550 shares; 2025Q4: 611 shares; 2026Q1: 653 shares; 2026Q2: 600 shares 600 $301K 0.01% -53 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: not reported; 2026Q2: 5,650 shares 5,650 $300K 0.01% new 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,768 shares; 2026Q1: 1,909 shares; 2026Q2: 2,210 shares 2,210 $299K 0.01% +301 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF 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: 7,803 shares; 2026Q2: 7,667 shares 7,667 $296K 0.01% -136 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,394 shares; 2026Q2: 2,363 shares 2,363 $294K 0.01% -31 Timeline FPAG INVESTMENT MANAGERS SER TR I More: the full row for INVESTMENT MANAGERS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,637 shares; 2026Q2: 7,254 shares 7,254 $291K 0.01% -383 Timeline AEE AMEREN CORP More: the full row for AMEREN 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: 2,016 shares; 2026Q2: 2,553 shares 2,553 $289K 0.01% +537 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 346 shares 346 $287K 0.01% new Timeline JPEF 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: not reported; 2026Q1: not reported; 2026Q2: 3,570 shares 3,570 $287K 0.01% new Timeline XOVR ENTREPRENEURSHARES SERIES TR More: the full row for ENTREPRENEURSHARES SERIES 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: 13,620 shares 13,620 $287K 0.01% new 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: 35,602 shares; 2025Q1: 37,660 shares; 2025Q2: 35,483 shares; 2025Q3: 25,966 shares; 2025Q4: 21,776 shares; 2026Q1: 10,642 shares; 2026Q2: 9,956 shares 9,956 $286K 0.01% -686 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,629 shares; 2025Q4: 1,629 shares; 2026Q1: 1,633 shares; 2026Q2: 1,520 shares 1,520 $282K 0.01% -113 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 123 shares 123 $280K 0.01% new 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: 9,141 shares; 2024Q4: 9,141 shares; 2025Q1: 9,141 shares; 2025Q2: 9,141 shares; 2025Q3: 13,141 shares; 2025Q4: 12,794 shares; 2026Q1: 12,558 shares; 2026Q2: 3,049 shares 3,049 $278K 0.01% -9,509 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 277 shares; 2026Q1: 294 shares; 2026Q2: 284 shares 284 $278K 0.01% -10 Timeline DBP INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM 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: 3,000 shares; 2026Q2: 3,000 shares 3,000 $277K 0.01% 0 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA 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: 417 shares; 2025Q4: 469 shares; 2026Q1: 469 shares; 2026Q2: 480 shares 480 $277K 0.01% +11 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,672 shares; 2024Q4: 5,672 shares; 2025Q1: 5,672 shares; 2025Q2: 5,672 shares; 2025Q3: 6,934 shares; 2025Q4: 6,934 shares; 2026Q1: 6,934 shares; 2026Q2: 5,672 shares 5,672 $277K 0.01% -1,262 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 739 shares; 2026Q2: 575 shares 575 $274K 0.01% -164 Timeline RONB BARON ETF TR More: the full row for BARON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,203 shares 11,203 $273K 0.01% new Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,226 shares; 2026Q1: 5,307 shares; 2026Q2: 2,143 shares 2,143 $271K 0.01% -3,164 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,125 shares 4,125 $271K 0.01% new 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: 1,668 shares; 2026Q1: 1,710 shares; 2026Q2: 1,723 shares 1,723 $270K 0.01% +13 Timeline PSI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,427 shares 1,427 $268K 0.01% new Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 474 shares 474 $266K 0.01% new Timeline FTXL 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: 928 shares 928 $264K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,466 shares; 2025Q4: 2,914 shares; 2026Q1: 2,914 shares; 2026Q2: 2,723 shares 2,723 $264K 0.01% -191 Timeline APA APA CORPORATION More: the full row for APA CORPORATION 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: 5,610 shares; 2026Q2: 8,077 shares 8,077 $263K 0.01% +2,467 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 628 shares; 2025Q4: 629 shares; 2026Q1: not reported; 2026Q2: 665 shares 665 $262K 0.01% new Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,513 shares 9,513 $261K 0.01% new Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS 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: 486 shares; 2026Q2: 495 shares 495 $261K 0.01% +9 Timeline FNDX 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: 8,319 shares 8,319 $259K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,121 shares; 2026Q2: 2,195 shares 2,195 $258K 0.01% +74 Timeline TFLR T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,113 shares; 2026Q2: 5,113 shares 5,113 $258K 0.01% 0 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS 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: 890 shares; 2025Q4: 1,016 shares; 2026Q1: 953 shares; 2026Q2: 919 shares 919 $257K 0.01% -34 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: 40,554 shares; 2025Q1: 42,537 shares; 2025Q2: 39,714 shares; 2025Q3: 29,458 shares; 2025Q4: 23,273 shares; 2026Q1: 9,907 shares; 2026Q2: 9,312 shares 9,312 $256K 0.01% -595 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN 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: 21,578 shares; 2026Q2: 21,578 shares 21,578 $253K 0.01% 0 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,076 shares 13,076 $250K 0.01% new Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE 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: 640 shares 640 $250K 0.01% new Timeline IYM 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: 1,747 shares; 2025Q4: 1,910 shares; 2026Q1: 1,853 shares; 2026Q2: 1,390 shares 1,390 $250K 0.01% -463 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,153 shares; 2025Q4: 5,638 shares; 2026Q1: 5,507 shares; 2026Q2: 5,038 shares 5,038 $249K 0.01% -469 Timeline TECL 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,074 shares 1,074 $248K 0.01% new Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL 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: 6,631 shares; 2026Q1: 6,085 shares; 2026Q2: 6,116 shares 6,116 $248K 0.01% +31 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,099 shares; 2024Q4: 3,105 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,958 shares; 2026Q2: 2,991 shares 2,991 $246K 0.01% +33 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,792 shares 1,792 $245K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,772 shares; 2025Q4: 4,831 shares; 2026Q1: 4,740 shares; 2026Q2: 3,919 shares 3,919 $245K 0.01% -821 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 616 shares 616 $245K 0.01% new 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: 2,417 shares; 2024Q4: 2,475 shares; 2025Q1: 3,355 shares; 2025Q2: 2,769 shares; 2025Q3: 2,772 shares; 2025Q4: 2,828 shares; 2026Q1: 2,874 shares; 2026Q2: 2,382 shares 2,382 $244K 0.01% -492 Timeline OKTA OKTA INC More: the full row for OKTA 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: 1,769 shares 1,769 $241K 0.01% new Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,977 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,377 shares; 2025Q4: 2,377 shares; 2026Q1: 2,377 shares; 2026Q2: 2,377 shares 2,377 $241K 0.01% 0 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,055 shares; 2026Q2: 4,032 shares 4,032 $241K 0.01% +977 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,436 shares; 2026Q2: 2,492 shares 2,492 $240K 0.01% +56 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,543 shares 2,543 $238K 0.01% new Timeline BOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,492 shares; 2026Q1: 4,492 shares; 2026Q2: 4,492 shares 4,492 $238K 0.01% 0 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,949 shares; 2025Q4: 5,949 shares; 2026Q1: 5,949 shares; 2026Q2: 5,949 shares 5,949 $238K 0.01% 0 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 246 shares 246 $238K 0.01% new Timeline CMF 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: 3,999 shares; 2025Q3: 4,030 shares; 2025Q4: 4,070 shares; 2026Q1: 4,090 shares; 2026Q2: 4,120 shares 4,120 $237K 0.01% +30 Timeline UCON 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: 200,664 shares; 2024Q4: 184,428 shares; 2025Q1: 123,432 shares; 2025Q2: 57,423 shares; 2025Q3: 10,846 shares; 2025Q4: 9,796 shares; 2026Q1: 9,262 shares; 2026Q2: 9,528 shares 9,528 $237K 0.01% +266 Timeline SEB SEABOARD CORP DEL More: the full row for SEABOARD CORP DEL 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: 53 shares; 2026Q1: 53 shares; 2026Q2: 53 shares 53 $237K 0.01% 0 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES 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: 50,057 shares; 2026Q2: 47,303 shares 47,303 $236K 0.01% -2,754 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,436 shares 3,436 $235K 0.01% new 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: 5,404 shares; 2026Q2: 5,647 shares 5,647 $233K 0.01% +243 Timeline DFCA DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,522 shares; 2025Q3: 4,554 shares; 2025Q4: 4,593 shares; 2026Q1: 4,618 shares; 2026Q2: 4,648 shares 4,648 $233K 0.01% +30 Timeline RSPU INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,848 shares; 2026Q2: 2,848 shares 2,848 $231K 0.01% 0 Timeline