IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 174,323 shares; 2025Q1: 184,550 shares; 2025Q2: 376,570 shares; 2025Q3: 386,012 shares; 2025Q4: 396,436 shares; 2026Q1: 409,892 shares; 2026Q2: 218,146 shares 218,146 $40.3M 12.77% -191,746 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: 29,163 shares; 2025Q1: 31,323 shares; 2025Q2: 63,861 shares; 2025Q3: 65,152 shares; 2025Q4: 67,207 shares; 2026Q1: 69,268 shares; 2026Q2: 36,921 shares 36,921 $27.2M 8.6% -32,347 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 18,394 shares; 2025Q1: 46,136 shares; 2025Q2: 307,324 shares; 2025Q3: 415,745 shares; 2025Q4: 451,131 shares; 2026Q1: 469,712 shares; 2026Q2: 246,875 shares 246,875 $21.7M 6.86% -222,837 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: 2,406 shares; 2025Q1: 3,397 shares; 2025Q2: 10,462 shares; 2025Q3: 14,782 shares; 2025Q4: 17,819 shares; 2026Q1: 35,580 shares; 2026Q2: 20,703 shares 20,703 $13.6M 4.3% -14,877 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 194,223 shares; 2025Q1: 184,034 shares; 2025Q2: 460,617 shares; 2025Q3: 416,880 shares; 2025Q4: 412,177 shares; 2026Q1: 450,751 shares; 2026Q2: 233,710 shares 233,710 $11.4M 3.61% -217,041 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 loaded; 2024Q4: 137,156 shares; 2025Q1: 123,474 shares; 2025Q2: 246,356 shares; 2025Q3: 247,386 shares; 2025Q4: 251,328 shares; 2026Q1: 255,066 shares; 2026Q2: 132,416 shares 132,416 $9.99M 3.16% -122,650 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 161,838 shares; 2025Q1: 169,743 shares; 2025Q2: 312,899 shares; 2025Q3: 298,125 shares; 2025Q4: 295,973 shares; 2026Q1: 302,917 shares; 2026Q2: 95,348 shares 95,348 $9.91M 3.14% -207,569 Timeline FYC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 45,997 shares; 2025Q1: 66,848 shares; 2025Q2: 136,207 shares; 2025Q3: 139,501 shares; 2025Q4: 143,085 shares; 2026Q1: 146,944 shares; 2026Q2: 77,150 shares 77,150 $9.82M 3.11% -69,794 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 loaded; 2024Q4: 212,459 shares; 2025Q1: 275,969 shares; 2025Q2: 560,714 shares; 2025Q3: 354,450 shares; 2025Q4: 396,720 shares; 2026Q1: 414,692 shares; 2026Q2: 220,506 shares 220,506 $9.51M 3.01% -194,186 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: not loaded; 2024Q4: 7,582 shares; 2025Q1: 27,757 shares; 2025Q2: 236,542 shares; 2025Q3: 309,581 shares; 2025Q4: 345,056 shares; 2026Q1: 359,478 shares; 2026Q2: 187,970 shares 187,970 $8.81M 2.79% -171,508 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 274,642 shares; 2026Q2: 148,647 shares 148,647 $8.26M 2.61% -125,995 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,522 shares; 2025Q3: 4,566 shares; 2025Q4: 9,077 shares; 2026Q1: 9,787 shares; 2026Q2: 57,648 shares 57,648 $7.68M 2.43% +47,861 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 30,519 shares; 2025Q1: 6,359 shares; 2025Q2: 10,704 shares; 2025Q3: 125,570 shares; 2025Q4: 131,711 shares; 2026Q1: 137,310 shares; 2026Q2: 72,414 shares 72,414 $6.99M 2.21% -64,896 Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND 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: 246,294 shares; 2026Q2: 129,484 shares 129,484 $6.91M 2.19% -116,810 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,907 shares; 2025Q1: 20,337 shares; 2025Q2: 140,629 shares; 2025Q3: 195,441 shares; 2025Q4: 224,121 shares; 2026Q1: 214,545 shares; 2026Q2: 113,750 shares 113,750 $6.56M 2.08% -100,795 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: not reported; 2025Q1: not reported; 2025Q2: 126,524 shares; 2025Q3: 122,647 shares; 2025Q4: 136,398 shares; 2026Q1: 110,427 shares; 2026Q2: 66,721 shares 66,721 $5.59M 1.77% -43,706 Timeline BUFZ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 120,135 shares; 2025Q2: 245,852 shares; 2025Q3: 249,936 shares; 2025Q4: 279,588 shares; 2026Q1: 304,966 shares; 2026Q2: 170,429 shares 170,429 $4.76M 1.51% -134,537 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,504 shares; 2025Q1: 18,416 shares; 2025Q2: 34,048 shares; 2025Q3: 33,185 shares; 2025Q4: 29,170 shares; 2026Q1: 28,245 shares; 2026Q2: 53,583 shares 53,583 $4.62M 1.46% +25,338 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,761 shares; 2025Q1: 17,332 shares; 2025Q2: 115,996 shares; 2025Q3: 155,245 shares; 2025Q4: 172,267 shares; 2026Q1: 168,604 shares; 2026Q2: 90,283 shares 90,283 $4.55M 1.44% -78,321 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 loaded; 2024Q4: 113,963 shares; 2025Q1: 91,620 shares; 2025Q2: 190,710 shares; 2025Q3: 196,574 shares; 2025Q4: 199,428 shares; 2026Q1: 195,085 shares; 2026Q2: 77,430 shares 77,430 $3.82M 1.21% -117,655 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,389 shares; 2025Q1: 6,118 shares; 2025Q2: 13,252 shares; 2025Q3: 13,643 shares; 2025Q4: 15,004 shares; 2026Q1: 15,151 shares; 2026Q2: 7,183 shares 7,183 $3.59M 1.14% -7,968 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: 9,549 shares; 2025Q1: 9,696 shares; 2025Q2: 21,076 shares; 2025Q3: 21,271 shares; 2025Q4: 22,156 shares; 2026Q1: 23,489 shares; 2026Q2: 10,968 shares 10,968 $3.17M 1% -12,521 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: 6,680 shares; 2025Q1: 3,871 shares; 2025Q2: 8,267 shares; 2025Q3: 8,086 shares; 2025Q4: 8,524 shares; 2026Q1: 8,303 shares; 2026Q2: 4,184 shares 4,184 $3.12M 0.99% -4,119 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: 15,549 shares; 2025Q1: 13,627 shares; 2025Q2: 35,242 shares; 2025Q3: 37,344 shares; 2025Q4: 39,194 shares; 2026Q1: 41,594 shares; 2026Q2: 15,046 shares 15,046 $3.01M 0.95% -26,548 Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 47,163 shares; 2025Q2: 93,324 shares; 2025Q3: 94,720 shares; 2025Q4: 115,230 shares; 2026Q1: 130,904 shares; 2026Q2: 73,226 shares 73,226 $2.88M 0.91% -57,678 Timeline CLSE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,830 shares; 2026Q2: 80,356 shares 80,356 $2.74M 0.87% +61,526 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 9,255 shares; 2025Q2: 59,350 shares; 2025Q3: 83,161 shares; 2025Q4: 95,678 shares; 2026Q1: 97,412 shares; 2026Q2: 48,869 shares 48,869 $2.53M 0.8% -48,543 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,629 shares; 2025Q3: 33,112 shares; 2025Q4: 38,825 shares; 2026Q1: 96,163 shares; 2026Q2: 27,427 shares 27,427 $2.27M 0.72% -68,736 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 56,897 shares; 2025Q2: 117,842 shares; 2025Q3: 118,716 shares; 2025Q4: 123,324 shares; 2026Q1: 132,446 shares; 2026Q2: 73,967 shares 73,967 $2.2M 0.7% -58,479 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 30,610 shares; 2025Q1: 8,136 shares; 2025Q2: 14,648 shares; 2025Q3: 14,090 shares; 2025Q4: 26,194 shares; 2026Q1: 26,993 shares; 2026Q2: 11,159 shares 11,159 $2.13M 0.67% -15,834 Timeline FTH FAETH THERAPEUTICS INC More: the full row for FAETH THERAPEUTICS 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: 79,731 shares 79,731 $1.99M 0.63% new 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: 7,666 shares; 2025Q1: 7,496 shares; 2025Q2: 17,513 shares; 2025Q3: 17,895 shares; 2025Q4: 18,448 shares; 2026Q1: 19,420 shares; 2026Q2: 8,300 shares 8,300 $1.98M 0.63% -11,120 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: 17,843 shares; 2025Q1: 7,472 shares; 2025Q2: 16,398 shares; 2025Q3: 15,123 shares; 2025Q4: 15,591 shares; 2026Q1: 12,195 shares; 2026Q2: 5,333 shares 5,333 $1.97M 0.62% -6,862 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 18,567 shares; 2025Q1: 12,836 shares; 2025Q2: 24,583 shares; 2025Q3: 24,595 shares; 2025Q4: 21,482 shares; 2026Q1: 32,589 shares; 2026Q2: 48,393 shares 48,393 $1.84M 0.58% +15,804 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,174 shares; 2025Q1: 7,085 shares; 2025Q2: 13,082 shares; 2025Q3: 11,028 shares; 2025Q4: 5,470 shares; 2026Q1: 12,323 shares; 2026Q2: 22,132 shares 22,132 $1.78M 0.56% +9,809 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,020 shares; 2026Q2: 30,378 shares 30,378 $1.72M 0.54% +20,358 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: 4,464 shares; 2025Q1: 4,430 shares; 2025Q2: 10,135 shares; 2025Q3: 10,535 shares; 2025Q4: 11,009 shares; 2026Q1: 11,829 shares; 2026Q2: 4,723 shares 4,723 $1.69M 0.53% -7,106 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,950 shares; 2025Q1: 12,343 shares; 2025Q2: 45,544 shares; 2025Q3: 56,119 shares; 2025Q4: 66,475 shares; 2026Q1: 67,615 shares; 2026Q2: 22,598 shares 22,598 $1.54M 0.49% -45,017 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 55,462 shares; 2025Q1: 56,038 shares; 2025Q2: 132,734 shares; 2025Q3: 128,515 shares; 2025Q4: 146,982 shares; 2026Q1: 138,378 shares; 2026Q2: 71,745 shares 71,745 $1.41M 0.45% -66,633 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 28,162 shares; 2025Q1: 27,410 shares; 2025Q2: 39,146 shares; 2025Q3: 35,617 shares; 2025Q4: 32,641 shares; 2026Q1: 32,448 shares; 2026Q2: 16,031 shares 16,031 $1.22M 0.38% -16,417 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 17,595 shares; 2025Q1: 17,129 shares; 2025Q2: 30,743 shares; 2025Q3: 26,244 shares; 2025Q4: 26,420 shares; 2026Q1: 25,724 shares; 2026Q2: 12,627 shares 12,627 $1.19M 0.38% -13,097 Timeline USMC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 15,443 shares; 2025Q1: 15,160 shares; 2025Q2: 30,182 shares; 2025Q3: 30,203 shares; 2025Q4: 32,147 shares; 2026Q1: 31,877 shares; 2026Q2: 15,765 shares 15,765 $1.17M 0.37% -16,112 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,164 shares; 2025Q1: 6,119 shares; 2025Q2: 7,774 shares; 2025Q3: 7,330 shares; 2025Q4: 8,014 shares; 2026Q1: 7,343 shares; 2026Q2: 3,460 shares 3,460 $1.16M 0.37% -3,883 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: 2,816 shares; 2025Q1: 2,738 shares; 2025Q2: 7,290 shares; 2025Q3: 7,687 shares; 2025Q4: 7,660 shares; 2026Q1: 8,209 shares; 2026Q2: 3,077 shares 3,077 $1.15M 0.36% -5,132 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,123 shares; 2025Q1: 3,125 shares; 2025Q2: 7,665 shares; 2025Q3: 7,975 shares; 2025Q4: 7,894 shares; 2026Q1: 7,978 shares; 2026Q2: 3,217 shares 3,217 $1.14M 0.36% -4,761 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: 816 shares; 2025Q2: 2,268 shares; 2025Q3: 2,552 shares; 2025Q4: 2,632 shares; 2026Q1: 6,230 shares; 2026Q2: 3,057 shares 3,057 $1.13M 0.36% -3,173 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13,999 shares; 2025Q1: 6,764 shares; 2025Q2: 12,323 shares; 2025Q3: 11,398 shares; 2025Q4: 11,226 shares; 2026Q1: 11,500 shares; 2026Q2: 5,125 shares 5,125 $1.12M 0.35% -6,375 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 21,384 shares; 2025Q1: 18,516 shares; 2025Q2: 31,390 shares; 2025Q3: 9,779 shares; 2025Q4: 8,401 shares; 2026Q1: 23,397 shares; 2026Q2: 11,874 shares 11,874 $1.09M 0.34% -11,523 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 53,345 shares; 2025Q1: 43,015 shares; 2025Q2: 87,581 shares; 2025Q3: 89,035 shares; 2025Q4: 91,585 shares; 2026Q1: 96,226 shares; 2026Q2: 50,126 shares 50,126 $1.02M 0.32% -46,100 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 21,873 shares; 2025Q1: 20,599 shares; 2025Q2: 31,118 shares; 2025Q3: 23,946 shares; 2025Q4: 24,370 shares; 2026Q1: 24,891 shares; 2026Q2: 11,869 shares 11,869 $962K 0.3% -13,022 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,546 shares; 2025Q1: 9,333 shares; 2025Q2: 26,256 shares; 2025Q3: 29,311 shares; 2025Q4: 26,378 shares; 2026Q1: 26,452 shares; 2026Q2: 9,613 shares 9,613 $866K 0.27% -16,839 Timeline XSSPX NUVEEN S&P 500 DYNAMIC OVERW More: the full row for NUVEEN S&P 500 DYNAMIC OVERW 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: 89,052 shares; 2026Q2: 46,104 shares 46,104 $859K 0.27% -42,948 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,066 shares 10,066 $761K 0.24% new Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR 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: 53,156 shares; 2026Q2: 25,603 shares 25,603 $751K 0.24% -27,553 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: 1,746 shares; 2025Q1: 1,981 shares; 2025Q2: 4,563 shares; 2025Q3: 4,119 shares; 2025Q4: 4,411 shares; 2026Q1: 4,438 shares; 2026Q2: 1,781 shares 1,781 $749K 0.24% -2,657 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,102 shares; 2025Q1: 6,107 shares; 2025Q2: 11,773 shares; 2025Q3: 11,674 shares; 2025Q4: 13,267 shares; 2026Q1: 14,303 shares; 2026Q2: 6,382 shares 6,382 $745K 0.24% -7,921 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 360 shares; 2026Q2: 321 shares 321 $730K 0.23% -39 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,367 shares 15,367 $721K 0.23% new Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 15,527 shares; 2025Q1: 16,618 shares; 2025Q2: 30,890 shares; 2025Q3: 27,079 shares; 2025Q4: 31,520 shares; 2026Q1: 27,595 shares; 2026Q2: 13,508 shares 13,508 $682K 0.22% -14,087 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,166 shares; 2025Q3: 7,419 shares; 2025Q4: 8,140 shares; 2026Q1: 37,943 shares; 2026Q2: 13,390 shares 13,390 $678K 0.21% -24,553 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: 549 shares; 2025Q1: 549 shares; 2025Q2: 1,224 shares; 2025Q3: 1,219 shares; 2025Q4: 1,269 shares; 2026Q1: 1,429 shares; 2026Q2: 563 shares 563 $676K 0.21% -866 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: 1,994 shares; 2025Q3: 1,421 shares; 2025Q4: 806 shares; 2026Q1: 1,267 shares; 2026Q2: 573 shares 573 $661K 0.21% -694 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,753 shares; 2025Q1: not reported; 2025Q2: 13,484 shares; 2025Q3: 13,920 shares; 2025Q4: 20,430 shares; 2026Q1: 33,858 shares; 2026Q2: 17,946 shares 17,946 $656K 0.21% -15,912 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: 32,302 shares; 2025Q1: 33,586 shares; 2025Q2: 68,148 shares; 2025Q3: 65,416 shares; 2025Q4: 67,885 shares; 2026Q1: 68,635 shares; 2026Q2: 15,083 shares 15,083 $653K 0.21% -53,552 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,744 shares; 2025Q3: 8,350 shares; 2025Q4: 15,529 shares; 2026Q1: 28,006 shares; 2026Q2: 6,495 shares 6,495 $652K 0.21% -21,511 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,765 shares; 2025Q1: 9,969 shares; 2025Q2: 14,427 shares; 2025Q3: 15,325 shares; 2025Q4: 15,617 shares; 2026Q1: 13,236 shares; 2026Q2: 7,179 shares 7,179 $645K 0.2% -6,057 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,027 shares 5,027 $642K 0.2% new Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,921 shares; 2025Q1: 3,921 shares; 2025Q2: 7,776 shares; 2025Q3: 7,384 shares; 2025Q4: 7,353 shares; 2026Q1: 6,976 shares; 2026Q2: 3,245 shares 3,245 $629K 0.2% -3,731 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,914 shares; 2025Q1: 2,402 shares; 2025Q2: 5,378 shares; 2025Q3: 5,406 shares; 2025Q4: 5,132 shares; 2026Q1: 4,647 shares; 2026Q2: 2,332 shares 2,332 $617K 0.2% -2,315 Timeline CLOI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 19,850 shares; 2025Q1: 20,908 shares; 2025Q2: 44,554 shares; 2025Q3: 35,929 shares; 2025Q4: 54,541 shares; 2026Q1: 41,264 shares; 2026Q2: 11,608 shares 11,608 $615K 0.19% -29,656 Timeline REVS 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: 19,226 shares 19,226 $604K 0.19% new Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13,026 shares; 2025Q1: 12,982 shares; 2025Q2: 25,780 shares; 2025Q3: 25,792 shares; 2025Q4: 25,810 shares; 2026Q1: 24,754 shares; 2026Q2: 12,377 shares 12,377 $557K 0.18% -12,377 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 loaded; 2024Q4: 6,716 shares; 2025Q1: 6,716 shares; 2025Q2: 13,438 shares; 2025Q3: 13,232 shares; 2025Q4: 13,246 shares; 2026Q1: 12,494 shares; 2026Q2: 5,560 shares 5,560 $538K 0.17% -6,934 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13,216 shares; 2025Q1: 13,218 shares; 2025Q2: 26,758 shares; 2025Q3: 26,402 shares; 2025Q4: 26,466 shares; 2026Q1: 26,542 shares; 2026Q2: 12,205 shares 12,205 $532K 0.17% -14,337 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,091 shares; 2025Q1: 4,091 shares; 2025Q2: 7,440 shares; 2025Q3: 7,438 shares; 2025Q4: 7,438 shares; 2026Q1: 7,438 shares; 2026Q2: 3,719 shares 3,719 $520K 0.16% -3,719 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: 421 shares; 2025Q1: 473 shares; 2025Q2: 805 shares; 2025Q3: 784 shares; 2025Q4: 1,008 shares; 2026Q1: 1,031 shares; 2026Q2: 711 shares 711 $488K 0.15% -320 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: 727 shares; 2025Q1: 714 shares; 2025Q2: 3,483 shares; 2025Q3: 3,740 shares; 2025Q4: 4,497 shares; 2026Q1: 5,648 shares; 2026Q2: 644 shares 644 $482K 0.15% -5,004 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 24,959 shares; 2025Q1: 22,214 shares; 2025Q2: 37,505 shares; 2025Q3: 24,265 shares; 2025Q4: 22,753 shares; 2026Q1: 21,084 shares; 2026Q2: 9,946 shares 9,946 $479K 0.15% -11,138 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,825 shares; 2025Q1: 2,732 shares; 2025Q2: 2,374 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,941 shares 2,941 $475K 0.15% new Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,391 shares; 2025Q1: 2,617 shares; 2025Q2: 5,814 shares; 2025Q3: 5,736 shares; 2025Q4: 6,353 shares; 2026Q1: 3,366 shares; 2026Q2: 1,559 shares 1,559 $468K 0.15% -1,807 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: 1,050 shares; 2025Q1: 1,001 shares; 2025Q2: 2,355 shares; 2025Q3: 2,674 shares; 2025Q4: 2,571 shares; 2026Q1: 2,947 shares; 2026Q2: 1,401 shares 1,401 $459K 0.15% -1,546 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,423 shares; 2026Q1: 3,502 shares; 2026Q2: 2,305 shares 2,305 $442K 0.14% -1,197 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,418 shares; 2025Q1: 5,278 shares; 2025Q2: 8,243 shares; 2025Q3: 8,314 shares; 2025Q4: 8,320 shares; 2026Q1: 8,352 shares; 2026Q2: 3,756 shares 3,756 $431K 0.14% -4,596 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,909 shares; 2025Q1: 2,909 shares; 2025Q2: 5,947 shares; 2025Q3: 5,994 shares; 2025Q4: 6,011 shares; 2026Q1: 6,803 shares; 2026Q2: 2,909 shares 2,909 $425K 0.13% -3,894 Timeline XEVTX EATON VANCE TAX ADVT DIV INC More: the full row for EATON VANCE TAX ADVT DIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 17,216 shares; 2025Q1: 17,277 shares; 2025Q2: 34,684 shares; 2025Q3: 34,810 shares; 2025Q4: 33,457 shares; 2026Q1: 30,782 shares; 2026Q2: 15,107 shares 15,107 $418K 0.13% -15,675 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,335 shares; 2025Q1: 2,336 shares; 2025Q2: 13,444 shares; 2025Q3: 15,396 shares; 2025Q4: 16,370 shares; 2026Q1: 18,536 shares; 2026Q2: 2,881 shares 2,881 $396K 0.13% -15,655 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,810 shares; 2025Q1: 4,737 shares; 2025Q2: 9,210 shares; 2025Q3: 10,064 shares; 2025Q4: 8,290 shares; 2026Q1: 8,311 shares; 2026Q2: 4,076 shares 4,076 $393K 0.12% -4,235 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,498 shares; 2025Q1: 1,755 shares; 2025Q2: 3,286 shares; 2025Q3: 2,936 shares; 2025Q4: 2,403 shares; 2026Q1: 2,616 shares; 2026Q2: 1,121 shares 1,121 $382K 0.12% -1,495 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: 1,951 shares; 2025Q1: 1,957 shares; 2025Q2: 3,752 shares; 2025Q3: 3,759 shares; 2025Q4: 3,774 shares; 2026Q1: 3,774 shares; 2026Q2: 1,558 shares 1,558 $379K 0.12% -2,216 Timeline FEP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,333 shares; 2025Q1: 8,333 shares; 2025Q2: 16,710 shares; 2025Q3: 16,478 shares; 2025Q4: 16,508 shares; 2026Q1: 14,907 shares; 2026Q2: 6,609 shares 6,609 $377K 0.12% -8,298 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,023 shares; 2025Q1: 19,211 shares; 2025Q2: 39,513 shares; 2025Q3: 40,226 shares; 2025Q4: 65,796 shares; 2026Q1: 63,524 shares; 2026Q2: 4,936 shares 4,936 $364K 0.12% -58,588 Timeline PBFR PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,737 shares 11,737 $360K 0.11% new Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,989 shares; 2025Q1: 8,723 shares; 2025Q2: 19,383 shares; 2025Q3: 20,299 shares; 2025Q4: 19,025 shares; 2026Q1: 19,401 shares; 2026Q2: 5,447 shares 5,447 $357K 0.11% -13,954 Timeline IALT BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,572 shares 12,572 $353K 0.11% new Timeline SUSA 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: 2,327 shares; 2025Q1: 2,329 shares; 2025Q2: 4,662 shares; 2025Q3: 4,522 shares; 2025Q4: 4,522 shares; 2026Q1: 4,522 shares; 2026Q2: 2,253 shares 2,253 $348K 0.11% -2,269 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,531 shares; 2025Q1: 1,533 shares; 2025Q2: 2,938 shares; 2025Q3: 2,830 shares; 2025Q4: 2,608 shares; 2026Q1: 2,608 shares; 2026Q2: 1,109 shares 1,109 $340K 0.11% -1,499 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: 1,089 shares; 2025Q3: 774 shares; 2025Q4: 810 shares; 2026Q1: 1,057 shares; 2026Q2: 318 shares 318 $339K 0.11% -739 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,022 shares; 2025Q3: 35,820 shares; 2025Q4: 23,713 shares; 2026Q1: 26,135 shares; 2026Q2: 7,276 shares 7,276 $333K 0.11% -18,859 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,871 shares; 2026Q2: 6,586 shares 6,586 $332K 0.1% -7,285 Timeline IDEF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,309 shares; 2026Q2: 10,303 shares 10,303 $327K 0.1% -2,006 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,898 shares 8,898 $326K 0.1% new Timeline ISPY PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 71,361 shares; 2025Q1: 156,069 shares; 2025Q2: 318,980 shares; 2025Q3: 319,836 shares; 2025Q4: 330,464 shares; 2026Q1: 22,167 shares; 2026Q2: 6,578 shares 6,578 $317K 0.1% -15,589 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,119 shares; 2025Q1: 3,370 shares; 2025Q2: 4,616 shares; 2025Q3: 4,056 shares; 2025Q4: 3,174 shares; 2026Q1: 3,924 shares; 2026Q2: 1,481 shares 1,481 $315K 0.1% -2,443 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,335 shares; 2025Q1: 1,394 shares; 2025Q2: 2,694 shares; 2025Q3: 2,698 shares; 2025Q4: 2,148 shares; 2026Q1: 2,148 shares; 2026Q2: 854 shares 854 $312K 0.1% -1,294 Timeline FEM FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,179 shares; 2025Q1: 10,947 shares; 2025Q2: 21,940 shares; 2025Q3: 21,555 shares; 2025Q4: 21,584 shares; 2026Q1: 19,557 shares; 2026Q2: 9,402 shares 9,402 $301K 0.1% -10,155 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,029 shares; 2026Q2: 463 shares 463 $296K 0.09% -566 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,080 shares; 2025Q4: 13,382 shares; 2026Q1: 15,454 shares; 2026Q2: 8,769 shares 8,769 $292K 0.09% -6,685 Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 24,866 shares; 2025Q1: 22,668 shares; 2025Q2: 24,200 shares; 2025Q3: 11,386 shares; 2025Q4: 9,195 shares; 2026Q1: 7,816 shares; 2026Q2: 3,825 shares 3,825 $291K 0.09% -3,991 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,596 shares; 2025Q3: 3,012 shares; 2025Q4: 1,454 shares; 2026Q1: not reported; 2026Q2: 1,071 shares 1,071 $291K 0.09% new Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,190 shares; 2025Q1: 5,194 shares; 2025Q2: 10,519 shares; 2025Q3: 9,915 shares; 2025Q4: 10,107 shares; 2026Q1: 10,403 shares; 2026Q2: 4,817 shares 4,817 $291K 0.09% -5,586 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: 1,519 shares; 2025Q4: 1,482 shares; 2026Q1: 1,459 shares; 2026Q2: 492 shares 492 $286K 0.09% -967 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,666 shares; 2025Q3: 15,066 shares; 2025Q4: 15,114 shares; 2026Q1: 23,903 shares; 2026Q2: 11,952 shares 11,952 $285K 0.09% -11,951 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: not loaded; 2024Q4: 1,993 shares; 2025Q1: 1,998 shares; 2025Q2: 3,786 shares; 2025Q3: 3,666 shares; 2025Q4: 3,663 shares; 2026Q1: 3,663 shares; 2026Q2: 1,425 shares 1,425 $282K 0.09% -2,238 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,088 shares; 2025Q1: 2,088 shares; 2025Q2: 4,178 shares; 2025Q3: 4,178 shares; 2025Q4: 3,748 shares; 2026Q1: 3,929 shares; 2026Q2: 1,909 shares 1,909 $279K 0.09% -2,020 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: 972 shares; 2025Q1: 973 shares; 2025Q2: 2,252 shares; 2025Q3: 2,246 shares; 2025Q4: 2,278 shares; 2026Q1: 2,352 shares; 2026Q2: 1,017 shares 1,017 $275K 0.09% -1,335 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,200 shares; 2026Q2: 5,498 shares 5,498 $272K 0.09% +298 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,051 shares; 2025Q3: 1,093 shares; 2025Q4: 1,056 shares; 2026Q1: 1,211 shares; 2026Q2: 2,262 shares 2,262 $270K 0.09% +1,051 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: 798 shares; 2026Q1: 806 shares; 2026Q2: 374 shares 374 $270K 0.09% -432 Timeline UCTT ULTRA CLEAN HLDGS INC More: the full row for ULTRA CLEAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,892 shares 1,892 $270K 0.09% new Timeline FAAR FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,547 shares; 2025Q1: 9,643 shares; 2025Q2: 19,298 shares; 2025Q3: 19,072 shares; 2025Q4: 19,384 shares; 2026Q1: 18,214 shares; 2026Q2: 8,432 shares 8,432 $267K 0.08% -9,782 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 4,343 shares; 2025Q2: 8,113 shares; 2025Q3: 10,250 shares; 2025Q4: 10,088 shares; 2026Q1: 11,442 shares; 2026Q2: 3,720 shares 3,720 $265K 0.08% -7,722 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: 13,873 shares; 2025Q1: 13,873 shares; 2025Q2: 29,559 shares; 2025Q3: 29,960 shares; 2025Q4: 28,572 shares; 2026Q1: 28,838 shares; 2026Q2: 12,734 shares 12,734 $264K 0.08% -16,104 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,479 shares; 2025Q4: 25,742 shares; 2026Q1: 31,799 shares; 2026Q2: 4,833 shares 4,833 $255K 0.08% -26,966 Timeline IDLV 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: 8,612 shares; 2025Q1: 8,631 shares; 2025Q2: 17,361 shares; 2025Q3: 15,457 shares; 2025Q4: 15,309 shares; 2026Q1: 15,573 shares; 2026Q2: 7,386 shares 7,386 $255K 0.08% -8,187 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: not reported; 2025Q2: 3,390 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 853 shares 853 $254K 0.08% new 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: not reported; 2025Q1: not reported; 2025Q2: 6,752 shares; 2025Q3: 6,884 shares; 2025Q4: 6,458 shares; 2026Q1: 8,036 shares; 2026Q2: 4,095 shares 4,095 $252K 0.08% -3,941 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,466 shares 4,466 $249K 0.08% new Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,575 shares; 2025Q3: 30,151 shares; 2025Q4: 34,591 shares; 2026Q1: 38,090 shares; 2026Q2: 5,754 shares 5,754 $248K 0.08% -32,336 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,915 shares; 2025Q2: 6,679 shares; 2025Q3: 6,387 shares; 2025Q4: 6,922 shares; 2026Q1: 7,213 shares; 2026Q2: 3,019 shares 3,019 $245K 0.08% -4,194 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: 5,730 shares; 2025Q1: 5,735 shares; 2025Q2: 12,523 shares; 2025Q3: 12,764 shares; 2025Q4: 12,439 shares; 2026Q1: 13,286 shares; 2026Q2: 5,396 shares 5,396 $228K 0.07% -7,890 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: 412 shares; 2025Q2: 1,083 shares; 2025Q3: 1,152 shares; 2025Q4: 1,013 shares; 2026Q1: 1,408 shares; 2026Q2: 405 shares 405 $228K 0.07% -1,003 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,804 shares; 2025Q2: 6,422 shares; 2025Q3: 6,472 shares; 2025Q4: 6,674 shares; 2026Q1: 6,756 shares; 2026Q2: 2,744 shares 2,744 $227K 0.07% -4,012 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 333 shares; 2026Q1: 570 shares; 2026Q2: 191 shares 191 $224K 0.07% -379 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,595 shares; 2025Q3: 6,199 shares; 2025Q4: 8,646 shares; 2026Q1: 9,090 shares; 2026Q2: 977 shares 977 $222K 0.07% -8,113 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,499 shares; 2025Q3: 2,119 shares; 2025Q4: 2,967 shares; 2026Q1: 2,858 shares; 2026Q2: 583 shares 583 $220K 0.07% -2,275 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,298 shares; 2025Q1: 12,327 shares; 2025Q2: 22,042 shares; 2025Q3: 20,832 shares; 2025Q4: 21,303 shares; 2026Q1: 21,339 shares; 2026Q2: 8,748 shares 8,748 $219K 0.07% -12,591 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,560 shares; 2025Q3: 4,560 shares; 2025Q4: 4,582 shares; 2026Q1: 4,582 shares; 2026Q2: 2,099 shares 2,099 $218K 0.07% -2,483 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 352 shares; 2025Q1: 352 shares; 2025Q2: 551 shares; 2025Q3: 561 shares; 2025Q4: 536 shares; 2026Q1: 600 shares; 2026Q2: 231 shares 231 $216K 0.07% -369 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,083 shares; 2025Q1: 5,089 shares; 2025Q2: 10,216 shares; 2025Q3: 10,901 shares; 2025Q4: 9,791 shares; 2026Q1: 5,635 shares; 2026Q2: 2,800 shares 2,800 $216K 0.07% -2,835 Timeline FMF FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,212 shares; 2025Q1: 5,045 shares; 2025Q2: 10,098 shares; 2025Q3: 9,956 shares; 2025Q4: 10,017 shares; 2026Q1: 9,298 shares; 2026Q2: 4,206 shares 4,206 $211K 0.07% -5,092 Timeline FEMS FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,954 shares; 2025Q1: 5,424 shares; 2025Q2: 10,864 shares; 2025Q3: 10,878 shares; 2025Q4: 9,198 shares; 2026Q1: 9,206 shares; 2026Q2: 4,608 shares 4,608 $210K 0.07% -4,598 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,299 shares; 2025Q3: 3,320 shares; 2025Q4: 3,325 shares; 2026Q1: 3,331 shares; 2026Q2: 1,640 shares 1,640 $207K 0.07% -1,691 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 719 shares 719 $205K 0.06% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,880 shares; 2025Q3: 3,245 shares; 2025Q4: 3,247 shares; 2026Q1: 3,248 shares; 2026Q2: 1,741 shares 1,741 $205K 0.06% -1,507 Timeline MGLD THE MARYGOLD COMPANIES INC More: the full row for THE MARYGOLD COMPANIES 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: 122,350 shares 122,350 $146K 0.05% new Timeline