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: 209,273 shares; 2024Q4: 208,452 shares; 2025Q1: 208,956 shares; 2025Q2: 231,880 shares; 2025Q3: 235,090 shares; 2025Q4: 242,264 shares; 2026Q1: 233,300 shares; 2026Q2: 232,529 shares 232,529 $11.7M 6.93% -771 Timeline BUCK 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: 116,065 shares; 2025Q2: 306,979 shares; 2025Q3: 307,001 shares; 2025Q4: 315,004 shares; 2026Q1: 311,262 shares; 2026Q2: 336,734 shares 336,734 $7.89M 4.66% +25,472 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: 115,721 shares; 2024Q4: 91,747 shares; 2025Q1: 91,323 shares; 2025Q2: 78,824 shares; 2025Q3: 78,630 shares; 2025Q4: 78,611 shares; 2026Q1: 78,469 shares; 2026Q2: 78,793 shares 78,793 $7.4M 4.37% +324 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: 37,921 shares; 2025Q2: 103,203 shares; 2025Q3: 114,543 shares; 2025Q4: 111,339 shares; 2026Q1: 127,718 shares; 2026Q2: 136,699 shares 136,699 $7.26M 4.29% +8,981 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: 264,977 shares; 2024Q4: 227,847 shares; 2025Q1: 224,813 shares; 2025Q2: 186,894 shares; 2025Q3: 188,286 shares; 2025Q4: 189,840 shares; 2026Q1: 188,585 shares; 2026Q2: 183,487 shares 183,487 $7.21M 4.26% -5,098 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: 173,105 shares; 2024Q4: 173,550 shares; 2025Q1: 173,453 shares; 2025Q2: 148,948 shares; 2025Q3: 148,475 shares; 2025Q4: 148,123 shares; 2026Q1: 147,624 shares; 2026Q2: 154,574 shares 154,574 $7.06M 4.17% +6,950 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: 315,186 shares; 2024Q4: 310,559 shares; 2025Q1: 274,311 shares; 2025Q2: 201,180 shares; 2025Q3: 195,959 shares; 2025Q4: 197,473 shares; 2026Q1: 194,417 shares; 2026Q2: 190,548 shares 190,548 $6.96M 4.11% -3,869 Timeline LMBS 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: 230,435 shares; 2024Q4: 226,416 shares; 2025Q1: 178,920 shares; 2025Q2: 103,255 shares; 2025Q3: 144,149 shares; 2025Q4: 170,712 shares; 2026Q1: 139,931 shares; 2026Q2: 129,770 shares 129,770 $6.46M 3.81% -10,161 Timeline FTGS 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: 266,840 shares; 2024Q4: 252,428 shares; 2025Q1: 214,839 shares; 2025Q2: 141,617 shares; 2025Q3: 140,946 shares; 2025Q4: 144,257 shares; 2026Q1: 142,913 shares; 2026Q2: 168,830 shares 168,830 $6.25M 3.69% +25,917 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: 121,262 shares; 2024Q4: 71,420 shares; 2025Q1: 71,296 shares; 2025Q2: 201,047 shares; 2025Q3: 198,053 shares; 2025Q4: 195,631 shares; 2026Q1: 211,386 shares; 2026Q2: 253,238 shares 253,238 $6.04M 3.57% +41,852 Timeline QQQI 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: 25,870 shares; 2025Q2: 51,390 shares; 2025Q3: 79,986 shares; 2025Q4: 80,063 shares; 2026Q1: 93,270 shares; 2026Q2: 104,729 shares 104,729 $5.95M 3.51% +11,459 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 106,154 shares; 2025Q3: 128,577 shares; 2025Q4: 130,380 shares; 2026Q1: 153,122 shares; 2026Q2: 174,809 shares 174,809 $5.14M 3.03% +21,687 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,530 shares; 2026Q1: 206,906 shares; 2026Q2: 191,819 shares 191,819 $5.09M 3% -15,087 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 286,859 shares; 2024Q4: 218,789 shares; 2025Q1: 186,793 shares; 2025Q2: 172,806 shares; 2025Q3: 122,938 shares; 2025Q4: 144,125 shares; 2026Q1: 134,529 shares; 2026Q2: 79,945 shares 79,945 $4.78M 2.82% -54,584 Timeline SDVD 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: 101,569 shares; 2025Q2: 187,158 shares; 2025Q3: 169,417 shares; 2025Q4: 166,366 shares; 2026Q1: 178,486 shares; 2026Q2: 196,412 shares 196,412 $4.54M 2.68% +17,926 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: 119,586 shares; 2024Q4: 128,498 shares; 2025Q1: 108,753 shares; 2025Q2: 67,833 shares; 2025Q3: 65,237 shares; 2025Q4: 65,237 shares; 2026Q1: 64,492 shares; 2026Q2: 70,735 shares 70,735 $4.4M 2.6% +6,243 Timeline FTQI 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: 124,300 shares; 2024Q4: not reported; 2025Q1: 66,067 shares; 2025Q2: 138,589 shares; 2025Q3: 133,296 shares; 2025Q4: 133,992 shares; 2026Q1: 154,916 shares; 2026Q2: 174,311 shares 174,311 $3.85M 2.27% +19,395 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: 156,859 shares; 2026Q2: 188,474 shares 188,474 $3.8M 2.24% +31,615 Timeline SBAR 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: 126,641 shares; 2026Q2: 132,684 shares 132,684 $3.4M 2.01% +6,043 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: not reported; 2024Q4: 74,163 shares; 2025Q1: 14,697 shares; 2025Q2: 8,699 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 102,124 shares; 2026Q2: 135,348 shares 135,348 $3.37M 1.99% +33,224 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: 154,674 shares; 2024Q4: 158,892 shares; 2025Q1: 102,529 shares; 2025Q2: 71,975 shares; 2025Q3: 71,563 shares; 2025Q4: 73,087 shares; 2026Q1: 72,178 shares; 2026Q2: 73,526 shares 73,526 $3.17M 1.87% +1,348 Timeline ETW EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 188,723 shares; 2025Q2: 420,140 shares; 2025Q3: 423,067 shares; 2025Q4: 412,596 shares; 2026Q1: 445,503 shares; 2026Q2: 305,360 shares 305,360 $2.94M 1.74% -140,143 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: 40,084 shares; 2024Q4: 29,729 shares; 2025Q1: 28,628 shares; 2025Q2: 13,597 shares; 2025Q3: 12,378 shares; 2025Q4: 18,922 shares; 2026Q1: 20,433 shares; 2026Q2: 18,372 shares 18,372 $2.45M 1.45% -2,061 Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,859 shares; 2026Q1: 17,710 shares; 2026Q2: 14,378 shares 14,378 $2.42M 1.43% -3,332 Timeline CHPY TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 26,356 shares 26,356 $2.32M 1.37% new Timeline ACWI 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: 9,363 shares; 2025Q1: 1,855 shares; 2025Q2: 1,896 shares; 2025Q3: 3,286 shares; 2025Q4: 5,839 shares; 2026Q1: 5,507 shares; 2026Q2: 13,045 shares 13,045 $2.05M 1.21% +7,538 Timeline MINT 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: 54,723 shares; 2024Q4: 34,291 shares; 2025Q1: 34,252 shares; 2025Q2: 31,371 shares; 2025Q3: 54,445 shares; 2025Q4: 38,587 shares; 2026Q1: 23,450 shares; 2026Q2: 18,768 shares 18,768 $1.89M 1.12% -4,682 Timeline FMAR 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: 88,220 shares; 2024Q4: 37,533 shares; 2025Q1: 31,860 shares; 2025Q2: 30,372 shares; 2025Q3: 28,992 shares; 2025Q4: 28,858 shares; 2026Q1: 33,784 shares; 2026Q2: 33,951 shares 33,951 $1.77M 1.05% +167 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: 92,309 shares; 2024Q4: 91,296 shares; 2025Q1: 92,109 shares; 2025Q2: 84,915 shares; 2025Q3: 57,019 shares; 2025Q4: 47,128 shares; 2026Q1: 46,709 shares; 2026Q2: 33,020 shares 33,020 $1.71M 1.01% -13,689 Timeline FCVT 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: 15,751 shares; 2025Q4: 17,438 shares; 2026Q1: 33,212 shares; 2026Q2: 28,735 shares 28,735 $1.55M 0.91% -4,477 Timeline GDXY TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 147,322 shares 147,322 $1.49M 0.88% new Timeline FGD 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: 54,358 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 46,250 shares 46,250 $1.48M 0.87% new 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: 44,517 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,896 shares; 2026Q1: 23,540 shares; 2026Q2: 18,242 shares 18,242 $1.48M 0.87% -5,298 Timeline BALT 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: 60,349 shares; 2024Q4: 32,405 shares; 2025Q1: 31,866 shares; 2025Q2: 30,886 shares; 2025Q3: 29,441 shares; 2025Q4: 47,864 shares; 2026Q1: 47,571 shares; 2026Q2: 42,557 shares 42,557 $1.46M 0.86% -5,014 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,777 shares; 2026Q1: 9,579 shares; 2026Q2: 23,837 shares 23,837 $1.44M 0.85% +14,258 Timeline FAPR 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: 93,287 shares; 2024Q4: 39,600 shares; 2025Q1: 33,442 shares; 2025Q2: 31,903 shares; 2025Q3: 30,487 shares; 2025Q4: 30,348 shares; 2026Q1: 30,146 shares; 2026Q2: 30,275 shares 30,275 $1.42M 0.84% +129 Timeline PCY 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: 33,868 shares; 2026Q1: 68,855 shares; 2026Q2: 61,766 shares 61,766 $1.34M 0.79% -7,089 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: not reported; 2025Q4: 14,542 shares; 2026Q1: 22,994 shares; 2026Q2: 19,129 shares 19,129 $1.31M 0.77% -3,865 Timeline HYLS 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: 47,151 shares; 2025Q1: 48,678 shares; 2025Q2: 41,142 shares; 2025Q3: 36,712 shares; 2025Q4: 16,308 shares; 2026Q1: 34,795 shares; 2026Q2: 30,657 shares 30,657 $1.25M 0.74% -4,138 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,145 shares; 2026Q1: 16,023 shares; 2026Q2: 11,827 shares 11,827 $1.22M 0.72% -4,196 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: 50,970 shares; 2024Q4: 20,278 shares; 2025Q1: 19,449 shares; 2025Q2: 15,550 shares; 2025Q3: 15,064 shares; 2025Q4: 11,402 shares; 2026Q1: 13,831 shares; 2026Q2: 13,727 shares 13,727 $1.01M 0.6% -104 Timeline FLUD FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 40,394 shares 40,394 $1.01M 0.6% new Timeline QMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94,945 shares; 2024Q4: 43,683 shares; 2025Q1: 34,361 shares; 2025Q2: 27,638 shares; 2025Q3: 26,666 shares; 2025Q4: 26,545 shares; 2026Q1: 26,262 shares; 2026Q2: 26,140 shares 26,140 $973K 0.57% -122 Timeline FDT 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,244 shares 10,244 $970K 0.57% new Timeline PIZ 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: 28,038 shares; 2025Q4: 27,398 shares; 2026Q1: 20,871 shares; 2026Q2: 15,374 shares 15,374 $859K 0.51% -5,497 Timeline TDVI 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: 54,486 shares; 2025Q4: 54,014 shares; 2026Q1: 31,121 shares; 2026Q2: 23,437 shares 23,437 $744K 0.44% -7,684 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,212 shares; 2025Q3: 14,323 shares; 2025Q4: 4,197 shares; 2026Q1: 3,741 shares; 2026Q2: 3,741 shares 3,741 $725K 0.43% 0 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: 47,256 shares; 2024Q4: 70,364 shares; 2025Q1: 69,549 shares; 2025Q2: 27,690 shares; 2025Q3: 28,397 shares; 2025Q4: 16,232 shares; 2026Q1: 9,808 shares; 2026Q2: 7,575 shares 7,575 $694K 0.41% -2,233 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: 15,545 shares; 2024Q4: 15,545 shares; 2025Q1: 15,545 shares; 2025Q2: 15,545 shares; 2025Q3: 15,545 shares; 2025Q4: 15,545 shares; 2026Q1: 15,545 shares; 2026Q2: 15,545 shares 15,545 $642K 0.38% 0 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: 7,994 shares; 2024Q4: 8,541 shares; 2025Q1: 9,491 shares; 2025Q2: 11,594 shares; 2025Q3: 10,703 shares; 2025Q4: 9,668 shares; 2026Q1: 8,249 shares; 2026Q2: 6,100 shares 6,100 $606K 0.36% -2,149 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 reported; 2024Q4: 46,242 shares; 2025Q1: 8,695 shares; 2025Q2: 8,180 shares; 2025Q3: 14,375 shares; 2025Q4: 14,123 shares; 2026Q1: 12,806 shares; 2026Q2: 13,108 shares 13,108 $567K 0.34% +302 Timeline EDIV SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,956 shares; 2024Q4: 35,162 shares; 2025Q1: 16,694 shares; 2025Q2: 9,516 shares; 2025Q3: 45,304 shares; 2025Q4: 20,663 shares; 2026Q1: 11,071 shares; 2026Q2: 10,395 shares 10,395 $426K 0.25% -676 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: 8,911 shares; 2024Q4: 8,911 shares; 2025Q1: 8,911 shares; 2025Q2: 8,911 shares; 2025Q3: 8,911 shares; 2025Q4: 8,911 shares; 2026Q1: 8,911 shares; 2026Q2: 8,911 shares 8,911 $407K 0.24% 0 Timeline IGLD 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: 47,988 shares; 2025Q1: 47,529 shares; 2025Q2: 66,337 shares; 2025Q3: 106,339 shares; 2025Q4: 108,338 shares; 2026Q1: 112,491 shares; 2026Q2: 17,995 shares 17,995 $379K 0.22% -94,496 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: 12,353 shares; 2024Q4: 15,864 shares; 2025Q1: 4,511 shares; 2025Q2: 2,983 shares; 2025Q3: 2,969 shares; 2025Q4: 2,858 shares; 2026Q1: 2,612 shares; 2026Q2: 2,598 shares 2,598 $355K 0.21% -14 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: 17,500 shares; 2024Q4: 17,500 shares; 2025Q1: 17,500 shares; 2025Q2: 17,500 shares; 2025Q3: 17,500 shares; 2025Q4: 17,500 shares; 2026Q1: 17,500 shares; 2026Q2: 17,500 shares 17,500 $335K 0.2% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,901 shares; 2026Q1: 31,883 shares; 2026Q2: 6,437 shares 6,437 $321K 0.19% -25,446 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: 380 shares; 2024Q4: 380 shares; 2025Q1: 1,005 shares; 2025Q2: 380 shares; 2025Q3: 384 shares; 2025Q4: 384 shares; 2026Q1: 384 shares; 2026Q2: 380 shares 380 $284K 0.17% -4 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 263 shares 263 $280K 0.17% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 800 shares; 2026Q2: 800 shares 800 $262K 0.15% 0 Timeline GMAR 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,901 shares; 2026Q2: 5,901 shares 5,901 $261K 0.15% 0 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,806 shares 1,806 $252K 0.15% new 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: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $250K 0.15% 0 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 574 shares 574 $249K 0.15% new Timeline DJAN 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,220 shares; 2025Q3: 5,220 shares; 2025Q4: 5,220 shares; 2026Q1: 5,160 shares; 2026Q2: 5,160 shares 5,160 $235K 0.14% 0 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: not reported; 2026Q1: not reported; 2026Q2: 317 shares 317 $229K 0.14% new Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,884 shares; 2026Q2: 4,334 shares 4,334 $227K 0.13% -7,550 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: 422 shares; 2026Q1: not reported; 2026Q2: 422 shares 422 $220K 0.13% new Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 730 shares 730 $220K 0.13% 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: not reported; 2026Q1: not reported; 2026Q2: 839 shares 839 $214K 0.13% new Timeline MRNA MODERNA INC More: the full row for MODERNA 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: 3,052 shares 3,052 $214K 0.13% new Timeline TER TERADYNE INC More: the full row for TERADYNE 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: 416 shares 416 $201K 0.12% new Timeline