JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 124,291 shares; 2025Q1: 145,589 shares; 2025Q2: 172,465 shares; 2025Q3: 197,083 shares; 2025Q4: 230,243 shares; 2026Q1: 244,288 shares; 2026Q2: 267,107 shares 267,107 $15.1M 8.22% +22,819 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 18,952 shares; 2025Q1: 18,755 shares; 2025Q2: 19,176 shares; 2025Q3: 19,469 shares; 2025Q4: 19,086 shares; 2026Q1: 18,422 shares; 2026Q2: 17,930 shares 17,930 $13.2M 7.2% -492 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 45,002 shares; 2025Q1: 48,852 shares; 2025Q2: 56,914 shares; 2025Q3: 61,184 shares; 2025Q4: 70,323 shares; 2026Q1: 79,036 shares; 2026Q2: 86,318 shares 86,318 $11M 6.01% +7,282 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 33,037 shares; 2025Q2: 78,155 shares; 2025Q3: 109,563 shares; 2025Q4: 171,629 shares; 2026Q1: 199,796 shares; 2026Q2: 239,184 shares 239,184 $7.58M 4.13% +39,388 Timeline RECS 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 loaded; 2024Q4: 38,707 shares; 2025Q1: 63,732 shares; 2025Q2: 90,043 shares; 2025Q3: 104,293 shares; 2025Q4: 122,255 shares; 2026Q1: 145,349 shares; 2026Q2: 171,662 shares 171,662 $7.43M 4.05% +26,313 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,232 shares; 2025Q1: 8,350 shares; 2025Q2: 11,662 shares; 2025Q3: 15,322 shares; 2025Q4: 17,633 shares; 2026Q1: 20,851 shares; 2026Q2: 23,707 shares 23,707 $7.18M 3.91% +2,856 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 105,908 shares; 2025Q1: 112,611 shares; 2025Q2: 115,076 shares; 2025Q3: 115,849 shares; 2025Q4: 118,986 shares; 2026Q1: 118,537 shares; 2026Q2: 120,474 shares 120,474 $7.11M 3.87% +1,937 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 loaded; 2024Q4: 5,110 shares; 2025Q1: 5,177 shares; 2025Q2: 10,683 shares; 2025Q3: 33,576 shares; 2025Q4: 67,403 shares; 2026Q1: 86,607 shares; 2026Q2: 106,324 shares 106,324 $6.53M 3.56% +19,717 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,412 shares; 2025Q1: 10,052 shares; 2025Q2: 10,242 shares; 2025Q3: 11,369 shares; 2025Q4: 20,467 shares; 2026Q1: 20,565 shares; 2026Q2: 21,675 shares 21,675 $6.27M 3.42% +1,110 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 106,851 shares; 2025Q1: 109,735 shares; 2025Q2: 111,718 shares; 2025Q3: 115,865 shares; 2025Q4: 119,483 shares; 2026Q1: 127,791 shares; 2026Q2: 136,096 shares 136,096 $5.52M 3.01% +8,305 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 127,537 shares; 2025Q1: 195,404 shares; 2025Q2: 264,838 shares; 2025Q3: 271,381 shares; 2025Q4: 271,916 shares; 2026Q1: 271,541 shares; 2026Q2: 275,764 shares 275,764 $5.08M 2.77% +4,223 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,995 shares; 2025Q1: 11,144 shares; 2025Q2: 11,156 shares; 2025Q3: 11,166 shares; 2025Q4: 11,386 shares; 2026Q1: 11,193 shares; 2026Q2: 11,447 shares 11,447 $4.28M 2.33% +254 Timeline JCE NUVEEN CORE EQUITY ALPHA FD More: the full row for NUVEEN CORE EQUITY ALPHA FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 291,892 shares; 2025Q1: 286,697 shares; 2025Q2: 279,810 shares; 2025Q3: 270,699 shares; 2025Q4: 268,115 shares; 2026Q1: 255,078 shares; 2026Q2: 250,109 shares 250,109 $4.18M 2.28% -4,969 Timeline RFDA ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 70,676 shares; 2025Q1: 69,347 shares; 2025Q2: 68,105 shares; 2025Q3: 65,840 shares; 2025Q4: 64,467 shares; 2026Q1: 60,477 shares; 2026Q2: 58,513 shares 58,513 $4.12M 2.24% -1,964 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 40,475 shares; 2025Q1: 41,133 shares; 2025Q2: 41,484 shares; 2025Q3: 42,135 shares; 2025Q4: 81,261 shares; 2026Q1: 79,220 shares; 2026Q2: 77,317 shares 77,317 $4.11M 2.24% -1,903 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 73,616 shares; 2025Q1: 78,429 shares; 2025Q2: 76,795 shares; 2025Q3: 76,153 shares; 2025Q4: 77,390 shares; 2026Q1: 76,680 shares; 2026Q2: 76,391 shares 76,391 $4.1M 2.23% -289 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,966 shares; 2025Q1: 4,512 shares; 2025Q2: 5,630 shares; 2025Q3: 16,367 shares; 2025Q4: 16,305 shares; 2026Q1: 18,576 shares; 2026Q2: 19,006 shares 19,006 $3.8M 2.07% +430 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,541 shares; 2025Q1: 2,871 shares; 2025Q2: 2,872 shares; 2025Q3: 2,873 shares; 2025Q4: 2,918 shares; 2026Q1: 2,925 shares; 2026Q2: 3,006 shares 3,006 $3.53M 1.93% +81 Timeline CRUX 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 115,780 shares 115,780 $3.47M 1.89% new Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 41,781 shares; 2025Q1: 46,496 shares; 2025Q2: 47,948 shares; 2025Q3: 51,325 shares; 2025Q4: 55,674 shares; 2026Q1: 57,323 shares; 2026Q2: 59,555 shares 59,555 $2.79M 1.52% +2,232 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 186,935 shares; 2025Q1: 191,927 shares; 2025Q2: 193,036 shares; 2025Q3: 193,716 shares; 2025Q4: 187,670 shares; 2026Q1: 177,815 shares; 2026Q2: 158,117 shares 158,117 $2.68M 1.46% -19,698 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: not loaded; 2024Q4: 8,455 shares; 2025Q1: 8,402 shares; 2025Q2: 8,250 shares; 2025Q3: 7,965 shares; 2025Q4: 7,883 shares; 2026Q1: 7,648 shares; 2026Q2: 7,470 shares 7,470 $2.53M 1.38% -178 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 55,708 shares; 2025Q1: 56,033 shares; 2025Q2: 56,218 shares; 2025Q3: 55,930 shares; 2025Q4: 55,889 shares; 2026Q1: 56,020 shares; 2026Q2: 53,381 shares 53,381 $2.5M 1.36% -2,639 Timeline DJD INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 37,736 shares; 2025Q1: 36,478 shares; 2025Q2: 34,812 shares; 2025Q3: 32,862 shares; 2025Q4: 31,941 shares; 2026Q1: 29,653 shares; 2026Q2: 29,164 shares 29,164 $1.85M 1.01% -489 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,705 shares; 2025Q1: 8,670 shares; 2025Q2: 8,614 shares; 2025Q3: 8,629 shares; 2025Q4: 8,550 shares; 2026Q1: 8,311 shares; 2026Q2: 8,343 shares 8,343 $1.83M 1% +32 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: not loaded; 2024Q4: 11,336 shares; 2025Q1: 11,419 shares; 2025Q2: 11,357 shares; 2025Q3: 11,673 shares; 2025Q4: 11,892 shares; 2026Q1: 12,015 shares; 2026Q2: 12,019 shares 12,019 $1.64M 0.9% +4 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,564 shares; 2025Q1: 1,605 shares; 2025Q2: 1,751 shares; 2025Q3: 1,830 shares; 2025Q4: 1,825 shares; 2026Q1: 3,139 shares; 2026Q2: 2,135 shares 2,135 $1.6M 0.87% -1,004 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,295 shares; 2025Q2: 2,036 shares; 2025Q3: 2,638 shares; 2025Q4: 4,040 shares; 2026Q1: 5,227 shares; 2026Q2: 6,374 shares 6,374 $1.55M 0.84% +1,147 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 753 shares; 2026Q1: 1,639 shares; 2026Q2: 2,220 shares 2,220 $1.46M 0.79% +581 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: not loaded; 2024Q4: 25,096 shares; 2025Q1: 24,334 shares; 2025Q2: 22,542 shares; 2025Q3: 21,915 shares; 2025Q4: 21,407 shares; 2026Q1: 19,048 shares; 2026Q2: 19,062 shares 19,062 $1.31M 0.71% +14 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,270 shares; 2025Q1: 1,499 shares; 2025Q2: 2,415 shares; 2025Q3: 3,012 shares; 2025Q4: 2,859 shares; 2026Q1: 2,914 shares; 2026Q2: 3,293 shares 3,293 $1.23M 0.67% +379 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,154 shares; 2025Q1: 3,191 shares; 2025Q2: 3,196 shares; 2025Q3: 3,302 shares; 2025Q4: 3,308 shares; 2026Q1: 3,314 shares; 2026Q2: 3,416 shares 3,416 $1.2M 0.66% +102 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 974 shares; 2025Q1: 1,038 shares; 2025Q2: 1,154 shares; 2025Q3: 1,377 shares; 2025Q4: 1,535 shares; 2026Q1: 1,552 shares; 2026Q2: 1,694 shares 1,694 $1.16M 0.63% +142 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 17,200 shares; 2025Q1: 24,087 shares; 2025Q2: 25,062 shares; 2025Q3: 27,727 shares; 2025Q4: 30,736 shares; 2026Q1: 32,536 shares; 2026Q2: 30,952 shares 30,952 $1.05M 0.57% -1,584 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,580 shares; 2025Q2: 3,722 shares; 2025Q3: 3,779 shares; 2025Q4: 3,771 shares; 2026Q1: 3,624 shares; 2026Q2: 3,491 shares 3,491 $1.04M 0.57% -133 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,046 shares; 2025Q1: 4,076 shares; 2025Q2: 4,076 shares; 2025Q3: 4,082 shares; 2025Q4: 4,077 shares; 2026Q1: 4,078 shares; 2026Q2: 4,079 shares 4,079 $1.03M 0.56% +1 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 717 shares; 2025Q3: 762 shares; 2025Q4: 764 shares; 2026Q1: 1,126 shares; 2026Q2: 1,334 shares 1,334 $998K 0.54% +208 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,120 shares; 2026Q1: 2,223 shares; 2026Q2: 2,225 shares 2,225 $965K 0.53% +2 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 704 shares; 2025Q1: 706 shares; 2025Q2: 714 shares; 2025Q3: 797 shares; 2025Q4: 797 shares; 2026Q1: 799 shares; 2026Q2: 799 shares 799 $958K 0.52% 0 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: not loaded; 2024Q4: 3,016 shares; 2025Q1: 8,681 shares; 2025Q2: 9,026 shares; 2025Q3: 9,089 shares; 2025Q4: 8,180 shares; 2026Q1: 7,320 shares; 2026Q2: 7,294 shares 7,294 $892K 0.49% -26 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,160 shares; 2025Q1: 2,046 shares; 2025Q2: 2,666 shares; 2025Q3: 2,907 shares; 2025Q4: 3,245 shares; 2026Q1: 3,060 shares; 2026Q2: 3,052 shares 3,052 $872K 0.47% -8 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,660 shares; 2025Q4: 2,875 shares; 2026Q1: 3,530 shares; 2026Q2: 3,540 shares 3,540 $844K 0.46% +10 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,790 shares; 2025Q1: 12,623 shares; 2025Q2: 12,893 shares; 2025Q3: 12,958 shares; 2025Q4: 12,372 shares; 2026Q1: 13,941 shares; 2026Q2: 15,134 shares 15,134 $800K 0.44% +1,193 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: not loaded; 2024Q4: not reported; 2025Q1: 10,435 shares; 2025Q2: 11,674 shares; 2025Q3: 17,437 shares; 2025Q4: 21,071 shares; 2026Q1: 23,276 shares; 2026Q2: 22,683 shares 22,683 $790K 0.43% -593 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,080 shares; 2025Q1: 1,927 shares; 2025Q2: 2,258 shares; 2025Q3: 2,266 shares; 2025Q4: 2,270 shares; 2026Q1: 2,211 shares; 2026Q2: 2,385 shares 2,385 $781K 0.43% +174 Timeline PICK ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 17,826 shares; 2025Q1: 17,071 shares; 2025Q2: 15,690 shares; 2025Q3: 15,233 shares; 2025Q4: 15,326 shares; 2026Q1: 13,385 shares; 2026Q2: 13,417 shares 13,417 $780K 0.43% +32 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 607 shares; 2026Q2: 607 shares 607 $701K 0.38% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,254 shares; 2025Q1: 5,595 shares; 2025Q2: 5,596 shares; 2025Q3: 5,949 shares; 2025Q4: 5,838 shares; 2026Q1: 6,106 shares; 2026Q2: 6,108 shares 6,108 $692K 0.38% +2 Timeline RWJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,158 shares; 2025Q1: 11,314 shares; 2025Q2: 11,638 shares; 2025Q3: 11,970 shares; 2025Q4: 11,942 shares; 2026Q1: 11,825 shares; 2026Q2: 11,530 shares 11,530 $686K 0.37% -295 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,787 shares; 2025Q1: 13,103 shares; 2025Q2: 13,166 shares; 2025Q3: 14,476 shares; 2025Q4: 14,531 shares; 2026Q1: 14,857 shares; 2026Q2: 14,967 shares 14,967 $634K 0.35% +110 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,772 shares; 2025Q1: 10,912 shares; 2025Q2: 10,933 shares; 2025Q3: 10,967 shares; 2025Q4: 10,582 shares; 2026Q1: 10,721 shares; 2026Q2: 10,590 shares 10,590 $603K 0.33% -131 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,272 shares; 2025Q4: 9,782 shares; 2026Q1: 9,799 shares; 2026Q2: 9,819 shares 9,819 $601K 0.33% +20 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: 750 shares; 2025Q3: 885 shares; 2025Q4: 886 shares; 2026Q1: 902 shares; 2026Q2: 902 shares 902 $574K 0.31% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 778 shares; 2025Q3: 1,660 shares; 2025Q4: 1,662 shares; 2026Q1: 1,638 shares; 2026Q2: 1,359 shares 1,359 $565K 0.31% -279 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,476 shares; 2025Q1: 2,476 shares; 2025Q2: 2,476 shares; 2025Q3: 2,477 shares; 2025Q4: 2,476 shares; 2026Q1: 2,477 shares; 2026Q2: 2,476 shares 2,476 $562K 0.31% -1 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,005 shares 4,005 $559K 0.3% new Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 24,292 shares; 2025Q1: 25,149 shares; 2025Q2: 26,129 shares; 2025Q3: 25,988 shares; 2025Q4: 26,791 shares; 2026Q1: 26,838 shares; 2026Q2: 26,988 shares 26,988 $559K 0.3% +150 Timeline NUKZ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,296 shares; 2026Q2: 7,743 shares 7,743 $528K 0.29% +447 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,041 shares; 2025Q1: 2,041 shares; 2025Q2: 2,041 shares; 2025Q3: 2,041 shares; 2025Q4: 2,041 shares; 2026Q1: 2,041 shares; 2026Q2: 2,041 shares 2,041 $522K 0.28% 0 Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,305 shares 20,305 $519K 0.28% new Timeline SHYM BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,495 shares; 2026Q2: 23,077 shares 23,077 $518K 0.28% +3,582 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,443 shares; 2025Q1: 3,354 shares; 2025Q2: 3,368 shares; 2025Q3: 3,896 shares; 2025Q4: 4,114 shares; 2026Q1: 3,933 shares; 2026Q2: 3,918 shares 3,918 $507K 0.28% -15 Timeline SOXQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,412 shares; 2025Q4: 4,380 shares; 2026Q1: 4,062 shares; 2026Q2: 4,064 shares 4,064 $456K 0.25% +2 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,841 shares 3,841 $451K 0.25% new Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,289 shares; 2025Q4: 1,268 shares; 2026Q1: 1,273 shares; 2026Q2: 1,237 shares 1,237 $424K 0.23% -36 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,519 shares; 2025Q1: 7,295 shares; 2025Q2: 6,752 shares; 2025Q3: 6,692 shares; 2025Q4: 6,419 shares; 2026Q1: 5,666 shares; 2026Q2: 5,676 shares 5,676 $412K 0.22% +10 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,784 shares; 2025Q1: 1,843 shares; 2025Q2: 2,259 shares; 2025Q3: 2,263 shares; 2025Q4: 2,295 shares; 2026Q1: 2,336 shares; 2026Q2: 2,339 shares 2,339 $388K 0.21% +3 Timeline UFOX 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,026 shares; 2025Q3: 4,026 shares; 2025Q4: 4,027 shares; 2026Q1: 4,027 shares; 2026Q2: 4,024 shares 4,024 $382K 0.21% -3 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,035 shares; 2025Q1: 1,131 shares; 2025Q2: 1,128 shares; 2025Q3: 976 shares; 2025Q4: 1,238 shares; 2026Q1: 2,133 shares; 2026Q2: 1,331 shares 1,331 $374K 0.2% -802 Timeline NASA TEMA ETF TRUST More: the full row for TEMA ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,250 shares 12,250 $372K 0.2% new 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: not loaded; 2024Q4: 83,476 shares; 2025Q1: 82,510 shares; 2025Q2: 82,623 shares; 2025Q3: 87,006 shares; 2025Q4: 86,078 shares; 2026Q1: 85,788 shares; 2026Q2: 7,986 shares 7,986 $365K 0.2% -77,802 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 625 shares 625 $363K 0.2% new Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,155 shares; 2025Q4: 1,169 shares; 2026Q1: 966 shares; 2026Q2: 968 shares 968 $358K 0.2% +2 Timeline DIV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,818 shares; 2025Q4: 18,145 shares; 2026Q1: 18,450 shares; 2026Q2: 18,761 shares 18,761 $357K 0.19% +311 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,867 shares; 2025Q1: 1,871 shares; 2025Q2: 1,949 shares; 2025Q3: 2,408 shares; 2025Q4: 2,209 shares; 2026Q1: 2,215 shares; 2026Q2: 2,221 shares 2,221 $351K 0.19% +6 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,553 shares; 2025Q1: 870 shares; 2025Q2: 874 shares; 2025Q3: 878 shares; 2025Q4: 882 shares; 2026Q1: 888 shares; 2026Q2: 892 shares 892 $345K 0.19% +4 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 609 shares; 2025Q4: 612 shares; 2026Q1: 614 shares; 2026Q2: 615 shares 615 $322K 0.18% +1 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,523 shares; 2025Q1: not reported; 2025Q2: 3,409 shares; 2025Q3: 3,617 shares; 2025Q4: 3,912 shares; 2026Q1: 3,847 shares; 2026Q2: 3,823 shares 3,823 $309K 0.17% -24 Timeline TRST TRUSTCO BK CORP N Y More: the full row for TRUSTCO BK CORP N Y Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,038 shares; 2026Q1: 5,501 shares; 2026Q2: 5,516 shares 5,516 $305K 0.17% +15 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,643 shares; 2025Q2: 1,641 shares; 2025Q3: 1,645 shares; 2025Q4: 1,650 shares; 2026Q1: 1,656 shares; 2026Q2: 1,660 shares 1,660 $303K 0.16% +4 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 685 shares; 2025Q4: 687 shares; 2026Q1: 713 shares; 2026Q2: 713 shares 713 $300K 0.16% 0 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,754 shares 1,754 $300K 0.16% new Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,249 shares; 2025Q1: 3,270 shares; 2025Q2: 3,263 shares; 2025Q3: 3,263 shares; 2025Q4: 3,263 shares; 2026Q1: 3,263 shares; 2026Q2: 3,263 shares 3,263 $296K 0.16% 0 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 435 shares; 2025Q4: 435 shares; 2026Q1: 514 shares; 2026Q2: 514 shares 514 $290K 0.16% 0 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 808 shares; 2026Q2: 808 shares 808 $289K 0.16% 0 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,908 shares; 2025Q2: 4,174 shares; 2025Q3: 4,243 shares; 2025Q4: 4,572 shares; 2026Q1: 4,656 shares; 2026Q2: 4,604 shares 4,604 $286K 0.16% -52 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,665 shares; 2025Q2: 3,672 shares; 2025Q3: 3,576 shares; 2025Q4: 3,609 shares; 2026Q1: 3,850 shares; 2026Q2: 3,858 shares 3,858 $282K 0.15% +8 Timeline WELD TEMA ETF TRUST More: the full row for TEMA ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,240 shares 4,240 $267K 0.15% new Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,176 shares 1,176 $263K 0.14% new Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 363 shares 363 $262K 0.14% new Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,343 shares; 2025Q1: 3,379 shares; 2025Q2: 3,417 shares; 2025Q3: not reported; 2025Q4: 990 shares; 2026Q1: 992 shares; 2026Q2: 996 shares 996 $253K 0.14% +4 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 991 shares; 2025Q4: 995 shares; 2026Q1: 998 shares; 2026Q2: 1,002 shares 1,002 $247K 0.13% +4 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 616 shares; 2026Q2: 669 shares 669 $246K 0.13% +53 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,387 shares 2,387 $244K 0.13% new Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 172 shares; 2025Q3: 172 shares; 2025Q4: not reported; 2026Q1: 3,387 shares; 2026Q2: 3,407 shares 3,407 $243K 0.13% +20 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,692 shares; 2025Q3: 2,010 shares; 2025Q4: 1,967 shares; 2026Q1: 2,122 shares; 2026Q2: 2,078 shares 2,078 $242K 0.13% -44 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 loaded; 2024Q4: not reported; 2025Q1: 5,910 shares; 2025Q2: 5,828 shares; 2025Q3: 5,842 shares; 2025Q4: 5,626 shares; 2026Q1: 4,802 shares; 2026Q2: 4,815 shares 4,815 $240K 0.13% +13 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,313 shares 2,313 $236K 0.13% new Timeline IHAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,371 shares; 2025Q1: not reported; 2025Q2: 3,921 shares; 2025Q3: 3,921 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,878 shares 3,878 $235K 0.13% new Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,469 shares; 2025Q1: 4,483 shares; 2025Q2: 4,515 shares; 2025Q3: 4,538 shares; 2025Q4: not reported; 2026Q1: 2,718 shares; 2026Q2: 2,731 shares 2,731 $229K 0.12% +13 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,347 shares 4,347 $227K 0.12% new Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 716 shares; 2025Q1: 716 shares; 2025Q2: 716 shares; 2025Q3: 716 shares; 2025Q4: 716 shares; 2026Q1: 817 shares; 2026Q2: 815 shares 815 $220K 0.12% -2 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,686 shares; 2025Q1: 2,699 shares; 2025Q2: 2,775 shares; 2025Q3: 1,449 shares; 2025Q4: 1,450 shares; 2026Q1: 1,504 shares; 2026Q2: 1,495 shares 1,495 $219K 0.12% -9 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 427 shares 427 $219K 0.12% new Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,304 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,057 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,058 shares 2,058 $215K 0.12% new Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 199 shares 199 $212K 0.12% new Timeline EFT EATON VANCE FLOATING RATE IN More: the full row for EATON VANCE FLOATING RATE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,565 shares; 2025Q4: 26,135 shares; 2026Q1: 26,720 shares; 2026Q2: 18,281 shares 18,281 $197K 0.11% -8,439 Timeline PLUG PLUG PWR INC More: the full row for PLUG PWR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 17,970 shares; 2025Q1: 18,540 shares; 2025Q2: 17,055 shares; 2025Q3: 17,290 shares; 2025Q4: 16,588 shares; 2026Q1: 16,827 shares; 2026Q2: 18,912 shares 18,912 $51.3K 0.03% +2,085 Timeline