NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,714 shares; 2024Q4: 70,431 shares; 2025Q1: 71,953 shares; 2025Q2: 75,552 shares; 2025Q3: 77,012 shares; 2025Q4: 78,620 shares; 2026Q1: 79,195 shares; 2026Q2: 78,806 shares 78,806 $15.8M 6.16% -389 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: 35,336 shares; 2024Q4: 33,543 shares; 2025Q1: 33,538 shares; 2025Q2: 33,804 shares; 2025Q3: 34,024 shares; 2025Q4: 66,424 shares; 2026Q1: 66,412 shares; 2026Q2: 67,001 shares 67,001 $12.8M 4.98% +589 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: 229,720 shares; 2024Q4: 224,559 shares; 2025Q1: 229,472 shares; 2025Q2: 226,772 shares; 2025Q3: 221,524 shares; 2025Q4: 212,866 shares; 2026Q1: 211,277 shares; 2026Q2: 213,126 shares 213,126 $12.6M 4.9% +1,849 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: 12,200 shares; 2024Q4: 11,609 shares; 2025Q1: 12,145 shares; 2025Q2: 12,483 shares; 2025Q3: 13,485 shares; 2025Q4: 14,090 shares; 2026Q1: 14,398 shares; 2026Q2: 15,157 shares 15,157 $11.2M 4.37% +759 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: 13,924 shares; 2024Q4: 12,690 shares; 2025Q1: 12,057 shares; 2025Q2: 12,221 shares; 2025Q3: 12,287 shares; 2025Q4: 12,312 shares; 2026Q1: 11,681 shares; 2026Q2: 11,867 shares 11,867 $8.87M 3.46% +186 Timeline STXF EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 102,910 shares; 2024Q4: 97,955 shares; 2025Q1: 114,227 shares; 2025Q2: 115,721 shares; 2025Q3: 129,083 shares; 2025Q4: 134,675 shares; 2026Q1: 142,425 shares; 2026Q2: 155,447 shares 155,447 $7.51M 2.93% +13,022 Timeline PHO 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: 117,905 shares; 2024Q4: 113,890 shares; 2025Q1: 114,009 shares; 2025Q2: 113,211 shares; 2025Q3: 108,823 shares; 2025Q4: 99,399 shares; 2026Q1: 97,169 shares; 2026Q2: 96,853 shares 96,853 $6.69M 2.61% -316 Timeline HACK 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: 79,855 shares; 2024Q4: 77,269 shares; 2025Q1: 76,485 shares; 2025Q2: 76,335 shares; 2025Q3: 73,499 shares; 2025Q4: 68,221 shares; 2026Q1: 63,561 shares; 2026Q2: 62,415 shares 62,415 $6.55M 2.56% -1,146 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: 28,546 shares; 2024Q4: 28,765 shares; 2025Q1: 27,150 shares; 2025Q2: 26,873 shares; 2025Q3: 26,935 shares; 2025Q4: 27,493 shares; 2026Q1: 26,880 shares; 2026Q2: 26,861 shares 26,861 $5.72M 2.23% -19 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,203 shares; 2024Q4: 64,323 shares; 2025Q1: 63,842 shares; 2025Q2: 64,191 shares; 2025Q3: 63,165 shares; 2025Q4: 63,209 shares; 2026Q1: 67,463 shares; 2026Q2: 68,203 shares 68,203 $5.67M 2.21% +740 Timeline CWB 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: 52,071 shares; 2024Q4: 51,481 shares; 2025Q1: 51,596 shares; 2025Q2: 49,246 shares; 2025Q3: 49,271 shares; 2025Q4: 49,425 shares; 2026Q1: 49,660 shares; 2026Q2: 50,263 shares 50,263 $5.42M 2.12% +603 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34,946 shares; 2025Q3: 34,309 shares; 2025Q4: 31,829 shares; 2026Q1: 31,866 shares; 2026Q2: 31,894 shares 31,894 $5.28M 2.06% +28 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92,743 shares; 2024Q4: 93,091 shares; 2025Q1: 93,283 shares; 2025Q2: 91,672 shares; 2025Q3: 87,595 shares; 2025Q4: 80,059 shares; 2026Q1: 79,639 shares; 2026Q2: 79,919 shares 79,919 $4.52M 1.76% +280 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: 1,223 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,373 shares; 2025Q3: 3,822 shares; 2025Q4: 4,329 shares; 2026Q1: 5,805 shares; 2026Q2: 6,981 shares 6,981 $4.06M 1.59% +1,176 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 104,701 shares; 2024Q4: 103,765 shares; 2025Q1: 105,206 shares; 2025Q2: 103,245 shares; 2025Q3: 102,972 shares; 2025Q4: 93,420 shares; 2026Q1: 94,432 shares; 2026Q2: 106,034 shares 106,034 $4.02M 1.57% +11,602 Timeline XITK 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: 27,547 shares; 2024Q4: 27,547 shares; 2025Q1: 27,547 shares; 2025Q2: 27,347 shares; 2025Q3: 26,495 shares; 2025Q4: 20,504 shares; 2026Q1: 20,079 shares; 2026Q2: 19,776 shares 19,776 $3.87M 1.51% -303 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,437 shares; 2024Q4: 30,622 shares; 2025Q1: 39,101 shares; 2025Q2: 38,343 shares; 2025Q3: 39,618 shares; 2025Q4: 71,385 shares; 2026Q1: 68,671 shares; 2026Q2: 70,377 shares 70,377 $3.85M 1.5% +1,706 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: 18,032 shares; 2024Q4: 15,402 shares; 2025Q1: 15,023 shares; 2025Q2: 15,074 shares; 2025Q3: 15,124 shares; 2025Q4: 14,749 shares; 2026Q1: 13,645 shares; 2026Q2: 13,322 shares 13,322 $3.75M 1.46% -323 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,404 shares; 2024Q4: 24,180 shares; 2025Q1: 24,325 shares; 2025Q2: 23,638 shares; 2025Q3: 23,452 shares; 2025Q4: 23,600 shares; 2026Q1: 23,726 shares; 2026Q2: 23,658 shares 23,658 $3.6M 1.41% -68 Timeline XBI 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: 23,637 shares; 2024Q4: 21,902 shares; 2025Q1: 21,498 shares; 2025Q2: 21,303 shares; 2025Q3: 19,342 shares; 2025Q4: 18,673 shares; 2026Q1: 18,569 shares; 2026Q2: 21,992 shares 21,992 $3.48M 1.36% +3,423 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: 6,479 shares; 2024Q4: 6,087 shares; 2025Q1: 5,908 shares; 2025Q2: 6,749 shares; 2025Q3: 6,749 shares; 2025Q4: 6,090 shares; 2026Q1: 6,798 shares; 2026Q2: 13,845 shares 13,845 $3.3M 1.29% +7,047 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 197,501 shares; 2026Q2: 166,576 shares 166,576 $3.11M 1.21% -30,925 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: 35,340 shares; 2024Q4: 31,830 shares; 2025Q1: 32,602 shares; 2025Q2: 33,368 shares; 2025Q3: 33,368 shares; 2025Q4: 32,760 shares; 2026Q1: 32,804 shares; 2026Q2: 34,239 shares 34,239 $3.08M 1.2% +1,435 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: 27,993 shares; 2024Q4: 26,438 shares; 2025Q1: 26,002 shares; 2025Q2: 27,172 shares; 2025Q3: 40,193 shares; 2025Q4: 30,825 shares; 2026Q1: 28,377 shares; 2026Q2: 30,041 shares 30,041 $3.03M 1.18% +1,664 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: 28,866 shares; 2024Q4: 27,394 shares; 2025Q1: 13,497 shares; 2025Q2: 13,508 shares; 2025Q3: 13,516 shares; 2025Q4: 10,201 shares; 2026Q1: 10,400 shares; 2026Q2: 10,053 shares 10,053 $2.91M 1.14% -347 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,890 shares; 2024Q4: 2,040 shares; 2025Q1: 2,040 shares; 2025Q2: 3,817 shares; 2025Q3: 4,009 shares; 2025Q4: 3,997 shares; 2026Q1: 4,045 shares; 2026Q2: 3,762 shares 3,762 $2.88M 1.12% -283 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: 14,577 shares; 2024Q4: 14,585 shares; 2025Q1: 14,842 shares; 2025Q2: 15,075 shares; 2025Q3: 15,258 shares; 2025Q4: 14,751 shares; 2026Q1: 14,662 shares; 2026Q2: 14,505 shares 14,505 $2.78M 1.09% -157 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,656 shares; 2024Q4: 1,656 shares; 2025Q1: 846 shares; 2025Q2: 846 shares; 2025Q3: 846 shares; 2025Q4: 846 shares; 2026Q1: 846 shares; 2026Q2: 6,373 shares 6,373 $2.68M 1.05% +5,527 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: 32,942 shares; 2024Q4: 33,180 shares; 2025Q1: 33,404 shares; 2025Q2: 33,729 shares; 2025Q3: 33,987 shares; 2025Q4: 42,233 shares; 2026Q1: 51,780 shares; 2026Q2: 46,355 shares 46,355 $2.62M 1.02% -5,425 Timeline DTCR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 85,375 shares; 2025Q4: 92,623 shares; 2026Q1: 84,090 shares; 2026Q2: 84,090 shares 84,090 $2.55M 1% 0 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: 3,522 shares; 2024Q4: 3,766 shares; 2025Q1: 3,775 shares; 2025Q2: 4,149 shares; 2025Q3: 4,158 shares; 2025Q4: 4,166 shares; 2026Q1: 4,174 shares; 2026Q2: 4,680 shares 4,680 $2.45M 0.96% +506 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,415 shares; 2024Q4: 22,537 shares; 2025Q1: 22,537 shares; 2025Q2: 22,603 shares; 2025Q3: 22,909 shares; 2025Q4: 29,043 shares; 2026Q1: 29,080 shares; 2026Q2: 29,125 shares 29,125 $2.36M 0.92% +45 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,558 shares 6,558 $2.32M 0.9% new Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,365 shares; 2024Q4: 4,368 shares; 2025Q1: 4,371 shares; 2025Q2: 4,376 shares; 2025Q3: 4,331 shares; 2025Q4: 4,331 shares; 2026Q1: 4,333 shares; 2026Q2: 17,360 shares 17,360 $2.16M 0.84% +13,027 Timeline HEDJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,131 shares; 2024Q4: 34,284 shares; 2025Q1: 33,664 shares; 2025Q2: 34,807 shares; 2025Q3: 35,547 shares; 2025Q4: 34,484 shares; 2026Q1: 34,396 shares; 2026Q2: 36,891 shares 36,891 $2.1M 0.82% +2,495 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,923 shares 10,923 $2.08M 0.81% new Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,216 shares; 2024Q4: 13,886 shares; 2025Q1: 14,015 shares; 2025Q2: 14,134 shares; 2025Q3: 14,255 shares; 2025Q4: 14,386 shares; 2026Q1: 13,909 shares; 2026Q2: 12,967 shares 12,967 $2.02M 0.79% -942 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,113 shares; 2024Q4: 13,903 shares; 2025Q1: 13,903 shares; 2025Q2: 13,388 shares; 2025Q3: 13,001 shares; 2025Q4: 12,992 shares; 2026Q1: 12,899 shares; 2026Q2: 14,679 shares 14,679 $1.98M 0.77% +1,780 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: 3,356 shares; 2024Q4: 3,406 shares; 2025Q1: 3,641 shares; 2025Q2: 3,821 shares; 2025Q3: 3,821 shares; 2025Q4: 3,871 shares; 2026Q1: 3,921 shares; 2026Q2: 3,921 shares 3,921 $1.96M 0.77% 0 Timeline SDOG 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: 29,331 shares; 2024Q4: 29,225 shares; 2025Q1: 28,350 shares; 2025Q2: 28,592 shares; 2025Q3: 28,695 shares; 2025Q4: 28,740 shares; 2026Q1: 28,976 shares; 2026Q2: 28,381 shares 28,381 $1.94M 0.76% -595 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: 7,387 shares; 2024Q4: 6,863 shares; 2025Q1: 5,802 shares; 2025Q2: 5,806 shares; 2025Q3: 5,813 shares; 2025Q4: 5,104 shares; 2026Q1: 5,113 shares; 2026Q2: 5,119 shares 5,119 $1.91M 0.75% +6 Timeline PBJ 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: 55,869 shares; 2024Q4: 56,017 shares; 2025Q1: 50,688 shares; 2025Q2: 50,261 shares; 2025Q3: 50,418 shares; 2025Q4: 43,179 shares; 2026Q1: 43,268 shares; 2026Q2: 38,628 shares 38,628 $1.82M 0.71% -4,640 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: 6,506 shares; 2024Q4: 6,189 shares; 2025Q1: 6,168 shares; 2025Q2: 6,008 shares; 2025Q3: 6,071 shares; 2025Q4: 5,709 shares; 2026Q1: 5,709 shares; 2026Q2: 6,754 shares 6,754 $1.79M 0.7% +1,045 Timeline HQH ABRDN HEALTHCARE INVESTORS More: the full row for ABRDN HEALTHCARE INVESTORS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 203,836 shares; 2024Q4: 151,944 shares; 2025Q1: 76,958 shares; 2025Q2: 75,934 shares; 2025Q3: 60,857 shares; 2025Q4: 60,044 shares; 2026Q1: 62,475 shares; 2026Q2: 73,807 shares 73,807 $1.62M 0.63% +11,332 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 33,066 shares; 2026Q2: 33,674 shares 33,674 $1.61M 0.63% +608 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: 22,202 shares; 2024Q4: 21,593 shares; 2025Q1: 21,646 shares; 2025Q2: 21,398 shares; 2025Q3: 20,130 shares; 2025Q4: 20,217 shares; 2026Q1: 20,259 shares; 2026Q2: 20,304 shares 20,304 $1.57M 0.61% +45 Timeline TECL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,248 shares; 2024Q4: 6,280 shares; 2025Q1: 6,280 shares; 2025Q2: 6,290 shares; 2025Q3: 6,503 shares; 2025Q4: 6,702 shares; 2026Q1: 6,706 shares; 2026Q2: 6,710 shares 6,710 $1.55M 0.6% +4 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: 18,788 shares; 2024Q4: 18,606 shares; 2025Q1: 18,359 shares; 2025Q2: 17,985 shares; 2025Q3: 17,658 shares; 2025Q4: 17,480 shares; 2026Q1: 17,343 shares; 2026Q2: 17,078 shares 17,078 $1.54M 0.6% -265 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: 1,766 shares; 2024Q4: 1,769 shares; 2025Q1: 1,788 shares; 2025Q2: 1,789 shares; 2025Q3: 1,802 shares; 2025Q4: 1,702 shares; 2026Q1: 1,703 shares; 2026Q2: 1,705 shares 1,705 $1.28M 0.5% +2 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,375 shares; 2024Q4: 9,424 shares; 2025Q1: 10,703 shares; 2025Q2: 10,928 shares; 2025Q3: 11,333 shares; 2025Q4: 11,930 shares; 2026Q1: 11,601 shares; 2026Q2: 11,361 shares 11,361 $1.24M 0.49% -240 Timeline XHB 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: 14,897 shares; 2024Q4: 14,916 shares; 2025Q1: 12,028 shares; 2025Q2: 11,506 shares; 2025Q3: 11,520 shares; 2025Q4: 10,734 shares; 2026Q1: 10,755 shares; 2026Q2: 10,768 shares 10,768 $1.24M 0.49% +13 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,616 shares; 2024Q4: 13,697 shares; 2025Q1: 13,772 shares; 2025Q2: 13,299 shares; 2025Q3: 13,365 shares; 2025Q4: 26,623 shares; 2026Q1: 26,739 shares; 2026Q2: 26,845 shares 26,845 $1.22M 0.48% +106 Timeline EWU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,033 shares; 2024Q4: 25,433 shares; 2025Q1: 25,433 shares; 2025Q2: 25,823 shares; 2025Q3: 25,823 shares; 2025Q4: 26,189 shares; 2026Q1: 26,089 shares; 2026Q2: 26,351 shares 26,351 $1.22M 0.47% +262 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,232 shares; 2024Q4: 2,232 shares; 2025Q1: 2,232 shares; 2025Q2: 2,232 shares; 2025Q3: 2,232 shares; 2025Q4: 2,231 shares; 2026Q1: 2,231 shares; 2026Q2: 3,382 shares 3,382 $1.2M 0.47% +1,151 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,571 shares; 2024Q4: 10,862 shares; 2025Q1: 10,905 shares; 2025Q2: 10,950 shares; 2025Q3: 10,997 shares; 2025Q4: 22,066 shares; 2026Q1: 22,133 shares; 2026Q2: 22,190 shares 22,190 $1.13M 0.44% +57 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,732 shares; 2024Q4: 10,331 shares; 2025Q1: 7,568 shares; 2025Q2: 7,591 shares; 2025Q3: 7,613 shares; 2025Q4: 7,531 shares; 2026Q1: 7,547 shares; 2026Q2: 6,857 shares 6,857 $1.09M 0.42% -690 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,469 shares; 2024Q4: 4,353 shares; 2025Q1: 4,333 shares; 2025Q2: 4,365 shares; 2025Q3: 4,398 shares; 2025Q4: 4,000 shares; 2026Q1: 3,828 shares; 2026Q2: 3,375 shares 3,375 $1.08M 0.42% -453 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,955 shares; 2024Q4: 22,627 shares; 2025Q1: 24,167 shares; 2025Q2: 22,710 shares; 2025Q3: 22,886 shares; 2025Q4: 23,402 shares; 2026Q1: 21,602 shares; 2026Q2: 21,311 shares 21,311 $1.07M 0.42% -291 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: 1,229 shares; 2024Q4: 1,099 shares; 2025Q1: 1,099 shares; 2025Q2: 1,099 shares; 2025Q3: 1,100 shares; 2025Q4: 1,099 shares; 2026Q1: 1,099 shares; 2026Q2: 1,099 shares 1,099 $1.03M 0.4% 0 Timeline LIT 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: 15,297 shares; 2024Q4: 12,070 shares; 2025Q1: 12,355 shares; 2025Q2: 12,355 shares; 2025Q3: 12,721 shares; 2025Q4: 12,912 shares; 2026Q1: 12,942 shares; 2026Q2: 12,942 shares 12,942 $1.01M 0.4% 0 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: 11,233 shares; 2024Q4: 8,028 shares; 2025Q1: 8,060 shares; 2025Q2: 8,094 shares; 2025Q3: 8,126 shares; 2025Q4: 7,274 shares; 2026Q1: 7,292 shares; 2026Q2: 7,312 shares 7,312 $1M 0.39% +20 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,409 shares; 2024Q4: 10,491 shares; 2025Q1: 11,694 shares; 2025Q2: 11,031 shares; 2025Q3: 11,157 shares; 2025Q4: 11,219 shares; 2026Q1: 11,275 shares; 2026Q2: 11,327 shares 11,327 $985K 0.38% +52 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,402 shares; 2024Q4: 20,048 shares; 2025Q1: 20,574 shares; 2025Q2: 20,028 shares; 2025Q3: 19,259 shares; 2025Q4: 19,638 shares; 2026Q1: 19,590 shares; 2026Q2: 19,324 shares 19,324 $983K 0.38% -266 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: 3,389 shares; 2024Q4: 3,447 shares; 2025Q1: 3,455 shares; 2025Q2: 3,464 shares; 2025Q3: 3,471 shares; 2025Q4: 3,477 shares; 2026Q1: 3,485 shares; 2026Q2: 3,493 shares 3,493 $879K 0.34% +8 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: 1,023 shares; 2024Q4: 884 shares; 2025Q1: 727 shares; 2025Q2: 729 shares; 2025Q3: 729 shares; 2025Q4: 729 shares; 2026Q1: 730 shares; 2026Q2: 730 shares 730 $878K 0.34% 0 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,714 shares; 2024Q4: 3,980 shares; 2025Q1: 3,994 shares; 2025Q2: 4,010 shares; 2025Q3: 4,023 shares; 2025Q4: 3,767 shares; 2026Q1: 3,776 shares; 2026Q2: 3,783 shares 3,783 $867K 0.34% +7 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,423 shares; 2024Q4: 3,437 shares; 2025Q1: 3,443 shares; 2025Q2: 3,443 shares; 2025Q3: 3,450 shares; 2025Q4: 3,463 shares; 2026Q1: 3,469 shares; 2026Q2: 3,477 shares 3,477 $823K 0.32% +8 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,220 shares; 2024Q4: 2,171 shares; 2025Q1: 2,172 shares; 2025Q2: 2,172 shares; 2025Q3: 2,173 shares; 2025Q4: 2,172 shares; 2026Q1: 2,173 shares; 2026Q2: 2,173 shares 2,173 $805K 0.31% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,839 shares; 2024Q4: 2,840 shares; 2025Q1: 2,841 shares; 2025Q2: 2,843 shares; 2025Q3: 2,844 shares; 2025Q4: 2,845 shares; 2026Q1: 2,846 shares; 2026Q2: 2,848 shares 2,848 $794K 0.31% +2 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,494 shares; 2024Q4: 2,494 shares; 2025Q1: 2,494 shares; 2025Q2: 2,495 shares; 2025Q3: 2,495 shares; 2025Q4: 2,324 shares; 2026Q1: 2,324 shares; 2026Q2: 2,324 shares 2,324 $786K 0.31% 0 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,608 shares; 2024Q4: 9,617 shares; 2025Q1: 9,632 shares; 2025Q2: 9,277 shares; 2025Q3: 9,286 shares; 2025Q4: 9,286 shares; 2026Q1: 8,691 shares; 2026Q2: 11,945 shares 11,945 $771K 0.3% +3,254 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,257 shares; 2025Q3: 7,257 shares; 2025Q4: 7,257 shares; 2026Q1: 7,257 shares; 2026Q2: 7,257 shares 7,257 $738K 0.29% 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: 3,722 shares; 2024Q4: 3,122 shares; 2025Q1: 2,583 shares; 2025Q2: 2,585 shares; 2025Q3: 2,586 shares; 2025Q4: 1,975 shares; 2026Q1: 1,976 shares; 2026Q2: 1,978 shares 1,978 $707K 0.28% +2 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,935 shares; 2024Q4: 10,949 shares; 2025Q1: 10,967 shares; 2025Q2: 10,978 shares; 2025Q3: 10,991 shares; 2025Q4: 11,007 shares; 2026Q1: 11,021 shares; 2026Q2: 11,027 shares 11,027 $695K 0.27% +6 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,469 shares; 2024Q4: 2,953 shares; 2025Q1: 2,961 shares; 2025Q2: 2,976 shares; 2025Q3: 2,988 shares; 2025Q4: 3,001 shares; 2026Q1: 3,012 shares; 2026Q2: 3,023 shares 3,023 $669K 0.26% +11 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,730 shares; 2024Q4: 2,735 shares; 2025Q1: 2,742 shares; 2025Q2: 2,747 shares; 2025Q3: 2,753 shares; 2025Q4: 5,512 shares; 2026Q1: 5,519 shares; 2026Q2: 5,527 shares 5,527 $648K 0.25% +8 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: 6,300 shares; 2024Q4: 6,300 shares; 2025Q1: 5,667 shares; 2025Q2: 5,674 shares; 2025Q3: 5,678 shares; 2025Q4: 5,677 shares; 2026Q1: 5,677 shares; 2026Q2: 5,677 shares 5,677 $643K 0.25% 0 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,837 shares; 2024Q4: 16,895 shares; 2025Q1: 16,956 shares; 2025Q2: 17,021 shares; 2025Q3: 15,089 shares; 2025Q4: 15,141 shares; 2026Q1: 15,190 shares; 2026Q2: 15,237 shares 15,237 $634K 0.25% +47 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,369 shares; 2025Q3: 5,369 shares; 2025Q4: 5,369 shares; 2026Q1: 9,630 shares; 2026Q2: 14,335 shares 14,335 $627K 0.24% +4,705 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,734 shares; 2024Q4: 7,771 shares; 2025Q1: 7,816 shares; 2025Q2: 7,853 shares; 2025Q3: 7,737 shares; 2025Q4: 7,087 shares; 2026Q1: 6,821 shares; 2026Q2: 3,752 shares 3,752 $615K 0.24% -3,069 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,784 shares; 2024Q4: 1,487 shares; 2025Q1: 1,488 shares; 2025Q2: 1,489 shares; 2025Q3: 1,491 shares; 2025Q4: 1,492 shares; 2026Q1: 1,492 shares; 2026Q2: 1,494 shares 1,494 $590K 0.23% +2 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,233 shares; 2024Q4: 1,233 shares; 2025Q1: 1,233 shares; 2025Q2: 1,233 shares; 2025Q3: 1,234 shares; 2025Q4: 1,233 shares; 2026Q1: 1,233 shares; 2026Q2: 1,233 shares 1,233 $589K 0.23% 0 Timeline RSPU INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,152 shares; 2024Q4: 7,194 shares; 2025Q1: 7,239 shares; 2025Q2: 7,283 shares; 2025Q3: 7,328 shares; 2025Q4: 7,370 shares; 2026Q1: 7,417 shares; 2026Q2: 7,145 shares 7,145 $580K 0.23% -272 Timeline KRE 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: 8,284 shares; 2024Q4: 8,259 shares; 2025Q1: 7,850 shares; 2025Q2: 7,894 shares; 2025Q3: 7,335 shares; 2025Q4: 7,372 shares; 2026Q1: 7,405 shares; 2026Q2: 7,572 shares 7,572 $567K 0.22% +167 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: 1,789 shares; 2024Q4: 1,632 shares; 2025Q1: 1,632 shares; 2025Q2: 1,632 shares; 2025Q3: 1,632 shares; 2025Q4: 1,571 shares; 2026Q1: 1,571 shares; 2026Q2: 1,571 shares 1,571 $554K 0.22% 0 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,034 shares; 2024Q4: 6,708 shares; 2025Q1: 6,754 shares; 2025Q2: 6,829 shares; 2025Q3: 6,904 shares; 2025Q4: 6,979 shares; 2026Q1: 7,013 shares; 2026Q2: 6,625 shares 6,625 $548K 0.21% -388 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,905 shares; 2026Q2: 5,560 shares 5,560 $537K 0.21% +2,655 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,534 shares 17,534 $533K 0.21% new Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,272 shares; 2024Q4: 3,302 shares; 2025Q1: 3,325 shares; 2025Q2: 3,353 shares; 2025Q3: 3,380 shares; 2025Q4: 3,403 shares; 2026Q1: 3,354 shares; 2026Q2: 3,372 shares 3,372 $528K 0.21% +18 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,120 shares; 2024Q4: 11,154 shares; 2025Q1: 8,487 shares; 2025Q2: 7,674 shares; 2025Q3: 7,698 shares; 2025Q4: 7,726 shares; 2026Q1: 7,749 shares; 2026Q2: 7,768 shares 7,768 $521K 0.2% +19 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: 5,273 shares; 2024Q4: 4,972 shares; 2025Q1: 4,987 shares; 2025Q2: 5,004 shares; 2025Q3: 4,863 shares; 2025Q4: 3,483 shares; 2026Q1: 3,488 shares; 2026Q2: 3,494 shares 3,494 $512K 0.2% +6 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,144 shares; 2024Q4: 1,144 shares; 2025Q1: 1,144 shares; 2025Q2: 894 shares; 2025Q3: 895 shares; 2025Q4: 893 shares; 2026Q1: 894 shares; 2026Q2: 894 shares 894 $505K 0.2% 0 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,549 shares; 2024Q4: 3,563 shares; 2025Q1: 3,573 shares; 2025Q2: 3,584 shares; 2025Q3: 3,597 shares; 2025Q4: 3,603 shares; 2026Q1: 3,606 shares; 2026Q2: 3,613 shares 3,613 $494K 0.19% +7 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,368 shares; 2024Q4: 1,369 shares; 2025Q1: 1,370 shares; 2025Q2: 1,372 shares; 2025Q3: 1,372 shares; 2025Q4: 1,372 shares; 2026Q1: 1,373 shares; 2026Q2: 1,374 shares 1,374 $487K 0.19% +1 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: 2,802 shares; 2024Q4: 2,740 shares; 2025Q1: 2,750 shares; 2025Q2: 2,761 shares; 2025Q3: 2,771 shares; 2025Q4: 1,893 shares; 2026Q1: 1,893 shares; 2026Q2: 1,895 shares 1,895 $482K 0.19% +2 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,357 shares; 2024Q4: 13,452 shares; 2025Q1: 13,452 shares; 2025Q2: 13,452 shares; 2025Q3: 9,666 shares; 2025Q4: 9,664 shares; 2026Q1: 9,664 shares; 2026Q2: 9,664 shares 9,664 $477K 0.19% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,600 shares; 2024Q4: 1,600 shares; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares; 2026Q1: 1,600 shares; 2026Q2: 1,600 shares 1,600 $477K 0.19% 0 Timeline AVK ADVENT CONV & INCOME FD More: the full row for ADVENT CONV & INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,700 shares; 2024Q4: 32,700 shares; 2025Q1: 33,200 shares; 2025Q2: 33,200 shares; 2025Q3: 33,200 shares; 2025Q4: 33,200 shares; 2026Q1: 36,200 shares; 2026Q2: 36,200 shares 36,200 $474K 0.19% 0 Timeline XAODX ABRDN TOTAL DYNAMIC DIVIDEND More: the full row for ABRDN TOTAL DYNAMIC DIVIDEND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,500 shares; 2024Q4: 42,500 shares; 2025Q1: 42,500 shares; 2025Q2: 38,500 shares; 2025Q3: 38,500 shares; 2025Q4: 44,500 shares; 2026Q1: 44,500 shares; 2026Q2: 45,500 shares 45,500 $469K 0.18% +1,000 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: 1,532 shares; 2024Q4: 1,238 shares; 2025Q1: 1,242 shares; 2025Q2: 1,241 shares; 2025Q3: 1,242 shares; 2025Q4: 1,246 shares; 2026Q1: 1,248 shares; 2026Q2: 1,251 shares 1,251 $463K 0.18% +3 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,770 shares; 2024Q4: 9,700 shares; 2025Q1: 9,783 shares; 2025Q2: 6,072 shares; 2025Q3: 6,118 shares; 2025Q4: 6,144 shares; 2026Q1: 6,165 shares; 2026Q2: 6,186 shares 6,186 $460K 0.18% +21 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,030 shares; 2024Q4: 5,107 shares; 2025Q1: 5,154 shares; 2025Q2: 5,195 shares; 2025Q3: 5,240 shares; 2025Q4: 5,268 shares; 2026Q1: 4,599 shares; 2026Q2: 4,676 shares 4,676 $451K 0.18% +77 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,286 shares; 2024Q4: 3,306 shares; 2025Q1: 3,311 shares; 2025Q2: 3,319 shares; 2025Q3: 3,326 shares; 2025Q4: 3,335 shares; 2026Q1: 3,028 shares; 2026Q2: 3,035 shares 3,035 $450K 0.18% +7 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: 1,282 shares; 2024Q4: 1,262 shares; 2025Q1: 1,264 shares; 2025Q2: 1,253 shares; 2025Q3: 1,231 shares; 2025Q4: 1,232 shares; 2026Q1: 1,233 shares; 2026Q2: 1,492 shares 1,492 $450K 0.18% +259 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,498 shares; 2024Q4: 22,636 shares; 2025Q1: 22,785 shares; 2025Q2: 22,936 shares; 2025Q3: 23,084 shares; 2025Q4: 20,680 shares; 2026Q1: 20,718 shares; 2026Q2: 11,518 shares 11,518 $438K 0.17% -9,200 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,364 shares; 2024Q4: 9,290 shares; 2025Q1: 9,295 shares; 2025Q2: 9,187 shares; 2025Q3: 9,195 shares; 2025Q4: 9,196 shares; 2026Q1: 9,364 shares; 2026Q2: 8,868 shares 8,868 $438K 0.17% -496 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,377 shares 6,377 $435K 0.17% new Timeline KBE 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: 7,085 shares; 2024Q4: 6,134 shares; 2025Q1: 6,177 shares; 2025Q2: 6,217 shares; 2025Q3: 6,255 shares; 2025Q4: 6,279 shares; 2026Q1: 6,300 shares; 2026Q2: 6,321 shares 6,321 $431K 0.17% +21 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: 1,803 shares; 2024Q4: 1,278 shares; 2025Q1: 1,282 shares; 2025Q2: 1,287 shares; 2025Q3: 1,290 shares; 2025Q4: 1,294 shares; 2026Q1: 1,298 shares; 2026Q2: 1,302 shares 1,302 $426K 0.17% +4 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: 2,490 shares; 2024Q4: 2,509 shares; 2025Q1: 2,617 shares; 2025Q2: 2,634 shares; 2025Q3: 2,649 shares; 2025Q4: 2,665 shares; 2026Q1: 2,680 shares; 2026Q2: 2,696 shares 2,696 $426K 0.17% +16 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: 20,250 shares; 2024Q4: 20,989 shares; 2025Q1: 21,205 shares; 2025Q2: 21,759 shares; 2025Q3: 22,029 shares; 2025Q4: 22,061 shares; 2026Q1: 22,091 shares; 2026Q2: 22,091 shares 22,091 $422K 0.16% 0 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,261 shares; 2024Q4: 4,261 shares; 2025Q1: 4,261 shares; 2025Q2: 4,261 shares; 2025Q3: 4,261 shares; 2025Q4: 4,261 shares; 2026Q1: 4,261 shares; 2026Q2: 4,261 shares 4,261 $413K 0.16% 0 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,835 shares; 2024Q4: 2,835 shares; 2025Q1: 2,835 shares; 2025Q2: 2,835 shares; 2025Q3: 2,835 shares; 2025Q4: 2,835 shares; 2026Q1: 2,835 shares; 2026Q2: 2,835 shares 2,835 $404K 0.16% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,079 shares; 2024Q4: 2,908 shares; 2025Q1: 2,909 shares; 2025Q2: 2,909 shares; 2025Q3: 2,910 shares; 2025Q4: 2,909 shares; 2026Q1: 2,735 shares; 2026Q2: 2,661 shares 2,661 $385K 0.15% -74 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,235 shares; 2024Q4: 12,250 shares; 2025Q1: 12,332 shares; 2025Q2: 12,344 shares; 2025Q3: 12,353 shares; 2025Q4: 8,266 shares; 2026Q1: 8,272 shares; 2026Q2: 8,278 shares 8,278 $362K 0.14% +6 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,880 shares; 2024Q4: 1,889 shares; 2025Q1: 1,895 shares; 2025Q2: 1,900 shares; 2025Q3: 1,908 shares; 2025Q4: 1,914 shares; 2026Q1: 1,920 shares; 2026Q2: 1,924 shares 1,924 $357K 0.14% +4 Timeline OAKM HARRIS OAKMARK ETF TRUST More: the full row for HARRIS OAKMARK 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: 10,500 shares; 2025Q3: 10,500 shares; 2025Q4: 10,500 shares; 2026Q1: 10,800 shares; 2026Q2: 11,800 shares 11,800 $332K 0.13% +1,000 Timeline FAN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,853 shares; 2024Q4: 12,855 shares; 2025Q1: 12,856 shares; 2025Q2: 12,863 shares; 2025Q3: 12,869 shares; 2025Q4: 12,871 shares; 2026Q1: 12,871 shares; 2026Q2: 12,875 shares 12,875 $322K 0.13% +4 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,433 shares; 2024Q4: 3,438 shares; 2025Q1: 3,442 shares; 2025Q2: 3,447 shares; 2025Q3: 3,452 shares; 2025Q4: 3,456 shares; 2026Q1: 3,462 shares; 2026Q2: 3,471 shares 3,471 $315K 0.12% +9 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,351 shares; 2024Q4: 1,351 shares; 2025Q1: 1,351 shares; 2025Q2: 1,351 shares; 2025Q3: 1,351 shares; 2025Q4: 1,351 shares; 2026Q1: 1,351 shares; 2026Q2: 1,351 shares 1,351 $301K 0.12% 0 Timeline LTC LTC PPTYS INC More: the full row for LTC PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,795 shares; 2024Q4: 16,902 shares; 2025Q1: 16,474 shares; 2025Q2: 16,585 shares; 2025Q3: 16,699 shares; 2025Q4: 16,814 shares; 2026Q1: 16,716 shares; 2026Q2: 7,818 shares 7,818 $301K 0.12% -8,898 Timeline DRLL EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,507 shares; 2026Q2: 8,763 shares 8,763 $294K 0.11% +3,256 Timeline ZAP GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,710 shares; 2025Q4: 8,210 shares; 2026Q1: 8,210 shares; 2026Q2: 8,210 shares 8,210 $284K 0.11% 0 Timeline YYY AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,000 shares; 2026Q2: 23,500 shares 23,500 $271K 0.11% +12,500 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,921 shares; 2025Q1: 2,937 shares; 2025Q2: 2,953 shares; 2025Q3: 2,972 shares; 2025Q4: 2,988 shares; 2026Q1: 3,007 shares; 2026Q2: 3,024 shares 3,024 $270K 0.11% +17 Timeline XEXGX 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: 46,431 shares; 2024Q4: 46,431 shares; 2025Q1: 32,431 shares; 2025Q2: 27,431 shares; 2025Q3: 27,431 shares; 2025Q4: 27,431 shares; 2026Q1: 27,431 shares; 2026Q2: 27,431 shares 27,431 $269K 0.11% 0 Timeline GCV GABELLI CONV & INC SECS FD I More: the full row for GABELLI CONV & INC SECS FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,000 shares; 2025Q3: 20,000 shares; 2025Q4: 23,000 shares; 2026Q1: 23,000 shares; 2026Q2: 57,000 shares 57,000 $267K 0.1% +34,000 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES 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: 969 shares; 2026Q2: 969 shares 969 $260K 0.1% 0 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: 1,550 shares; 2024Q4: 1,550 shares; 2025Q1: 1,550 shares; 2025Q2: 1,550 shares; 2025Q3: 1,550 shares; 2025Q4: 1,550 shares; 2026Q1: 1,550 shares; 2026Q2: 1,550 shares 1,550 $257K 0.1% 0 Timeline NPFD NUVEEN VRIABL RAT PFD & INM More: the full row for NUVEEN VRIABL RAT PFD & INM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,500 shares; 2025Q2: 12,500 shares; 2025Q3: 13,500 shares; 2025Q4: 13,500 shares; 2026Q1: 13,500 shares; 2026Q2: 13,500 shares 13,500 $254K 0.1% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 895 shares; 2024Q4: 895 shares; 2025Q1: 895 shares; 2025Q2: 895 shares; 2025Q3: 895 shares; 2025Q4: 800 shares; 2026Q1: 800 shares; 2026Q2: 800 shares 800 $252K 0.1% 0 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,961 shares; 2024Q4: 10,339 shares; 2025Q1: 10,564 shares; 2025Q2: 5,582 shares; 2025Q3: 5,714 shares; 2025Q4: 5,713 shares; 2026Q1: 5,713 shares; 2026Q2: 5,713 shares 5,713 $250K 0.1% 0 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,668 shares; 2024Q4: 2,676 shares; 2025Q1: 2,676 shares; 2025Q2: 2,680 shares; 2025Q3: 2,686 shares; 2025Q4: 3,691 shares; 2026Q1: not reported; 2026Q2: 3,697 shares 3,697 $249K 0.1% 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: 992 shares; 2024Q4: 994 shares; 2025Q1: 996 shares; 2025Q2: 998 shares; 2025Q3: 1,000 shares; 2025Q4: 912 shares; 2026Q1: 914 shares; 2026Q2: 916 shares 916 $248K 0.1% +2 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 472 shares; 2024Q4: not reported; 2025Q1: 472 shares; 2025Q2: 472 shares; 2025Q3: not reported; 2025Q4: 472 shares; 2026Q1: 472 shares; 2026Q2: 472 shares 472 $234K 0.09% 0 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: 14,007 shares; 2024Q4: 14,176 shares; 2025Q1: 11,682 shares; 2025Q2: 11,867 shares; 2025Q3: 12,057 shares; 2025Q4: 12,251 shares; 2026Q1: 12,453 shares; 2026Q2: 12,597 shares 12,597 $232K 0.09% +144 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: 4,447 shares; 2024Q4: 4,293 shares; 2025Q1: 4,293 shares; 2025Q2: 4,293 shares; 2025Q3: 4,293 shares; 2025Q4: 4,293 shares; 2026Q1: 4,293 shares; 2026Q2: 4,293 shares 4,293 $230K 0.09% 0 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,560 shares; 2024Q4: 4,379 shares; 2025Q1: 4,407 shares; 2025Q2: 4,442 shares; 2025Q3: 4,469 shares; 2025Q4: 4,500 shares; 2026Q1: not reported; 2026Q2: 4,571 shares 4,571 $229K 0.09% new Timeline RSPS 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: 13,717 shares; 2024Q4: 13,774 shares; 2025Q1: 13,826 shares; 2025Q2: 13,875 shares; 2025Q3: 13,932 shares; 2025Q4: 11,743 shares; 2026Q1: 10,527 shares; 2026Q2: 7,618 shares 7,618 $228K 0.09% -2,909 Timeline ECHO ECHOSTAR CORP More: the full row for ECHOSTAR 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: 2,214 shares 2,214 $225K 0.09% new 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: 2,345 shares; 2024Q4: 2,357 shares; 2025Q1: 2,367 shares; 2025Q2: 2,379 shares; 2025Q3: 2,391 shares; 2025Q4: not reported; 2026Q1: 4,188 shares; 2026Q2: 4,196 shares 4,196 $223K 0.09% +8 Timeline COPY 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,800 shares 14,800 $218K 0.09% new Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,927 shares; 2024Q4: 1,928 shares; 2025Q1: 1,929 shares; 2025Q2: 1,930 shares; 2025Q3: 1,931 shares; 2025Q4: 1,681 shares; 2026Q1: 1,602 shares; 2026Q2: 1,603 shares 1,603 $217K 0.08% +1 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,042 shares; 2024Q4: 3,042 shares; 2025Q1: 2,856 shares; 2025Q2: 2,869 shares; 2025Q3: 2,882 shares; 2025Q4: 1,600 shares; 2026Q1: 1,600 shares; 2026Q2: 1,600 shares 1,600 $217K 0.08% 0 Timeline MVV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,264 shares; 2024Q4: 7,281 shares; 2025Q1: 7,281 shares; 2025Q2: 3,907 shares; 2025Q3: 3,921 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,306 shares 2,306 $212K 0.08% new Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,488 shares; 2024Q4: 2,502 shares; 2025Q1: 2,819 shares; 2025Q2: 2,829 shares; 2025Q3: 2,842 shares; 2025Q4: 2,852 shares; 2026Q1: 2,174 shares; 2026Q2: 1,913 shares 1,913 $212K 0.08% -261 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,882 shares; 2026Q2: 1,913 shares 1,913 $209K 0.08% +31 Timeline IAT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,311 shares 3,311 $206K 0.08% 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: 10,015 shares; 2024Q4: 10,120 shares; 2025Q1: 10,219 shares; 2025Q2: 10,091 shares; 2025Q3: 10,177 shares; 2025Q4: 9,686 shares; 2026Q1: 9,774 shares; 2026Q2: 9,861 shares 9,861 $204K 0.08% +87 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: 190 shares 190 $203K 0.08% new Timeline STEW SRH TOTAL RETURN FUND INC More: the full row for SRH TOTAL RETURN FUND 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: 11,269 shares 11,269 $202K 0.08% new Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,710 shares; 2024Q4: 3,710 shares; 2025Q1: 3,721 shares; 2025Q2: 3,726 shares; 2025Q3: 3,733 shares; 2025Q4: 4,274 shares; 2026Q1: 4,717 shares; 2026Q2: 1,122 shares 1,122 $202K 0.08% -3,595 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,255 shares; 2026Q1: 9,328 shares; 2026Q2: 4,754 shares 4,754 $201K 0.08% -4,574 Timeline CX CEMEX SAB DE CV More: the full row for CEMEX SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,849 shares; 2024Q4: 19,833 shares; 2025Q1: 19,845 shares; 2025Q2: 16,132 shares; 2025Q3: 16,132 shares; 2025Q4: 16,132 shares; 2026Q1: 16,132 shares; 2026Q2: 16,132 shares 16,132 $194K 0.08% 0 Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,729 shares; 2024Q4: 48,252 shares; 2025Q1: 49,164 shares; 2025Q2: 50,131 shares; 2025Q3: 51,103 shares; 2025Q4: 14,496 shares; 2026Q1: 14,981 shares; 2026Q2: 15,294 shares 15,294 $188K 0.07% +313 Timeline GGT GABELLI MULTIMEDIA TR INC More: the full row for GABELLI MULTIMEDIA TR 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: 41,000 shares; 2026Q1: 41,000 shares; 2026Q2: 44,000 shares 44,000 $185K 0.07% +3,000 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,600 shares 16,600 $181K 0.07% new Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,000 shares; 2024Q4: 21,000 shares; 2025Q1: 24,500 shares; 2025Q2: 20,500 shares; 2025Q3: 22,500 shares; 2025Q4: 22,500 shares; 2026Q1: 22,500 shares; 2026Q2: 22,500 shares 22,500 $177K 0.07% 0 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,500 shares; 2025Q4: 10,500 shares; 2026Q1: 14,500 shares; 2026Q2: 14,500 shares 14,500 $158K 0.06% 0 Timeline NMZ NUVEEN MUN HIGH INCOME OPPOR More: the full row for NUVEEN MUN HIGH INCOME OPPOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,500 shares; 2024Q4: 10,500 shares; 2025Q1: 10,500 shares; 2025Q2: 10,500 shares; 2025Q3: 10,500 shares; 2025Q4: 10,500 shares; 2026Q1: 10,500 shares; 2026Q2: 13,376 shares 13,376 $141K 0.06% +2,876 Timeline NRK NUVEEN NY AMT FREE More: the full row for NUVEEN NY AMT FREE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $107K 0.04% 0 Timeline ORMP ORAMED PHARMACEUTICALS INC More: the full row for ORAMED PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,750 shares; 2024Q4: 16,750 shares; 2025Q1: 16,750 shares; 2025Q2: 16,750 shares; 2025Q3: 16,750 shares; 2025Q4: 16,750 shares; 2026Q1: 17,977 shares; 2026Q2: 17,977 shares 17,977 $86.5K 0.03% 0 Timeline PPSI PIONEER PWR SOLUTIONS INC More: the full row for PIONEER PWR SOLUTIONS 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: 15,000 shares; 2025Q4: 21,000 shares; 2026Q1: 21,000 shares; 2026Q2: 21,000 shares 21,000 $82.7K 0.03% 0 Timeline SERV SERVE ROBOTICS INC More: the full row for SERVE ROBOTICS 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: 12,485 shares 12,485 $82.2K 0.03% new Timeline EOD ALLSPRING GLOBAL DIVIDEND OP More: the full row for ALLSPRING GLOBAL DIVIDEND OP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,369 shares; 2024Q4: 26,369 shares; 2025Q1: 26,369 shares; 2025Q2: 26,369 shares; 2025Q3: 26,369 shares; 2025Q4: 12,000 shares; 2026Q1: 12,000 shares; 2026Q2: 12,000 shares 12,000 $78.4K 0.03% 0 Timeline XIGDX VOYA GLBL EQTY DIV & PREM OP More: the full row for VOYA GLBL EQTY DIV & PREM OP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,000 shares; 2024Q4: 16,000 shares; 2025Q1: 16,000 shares; 2025Q2: 12,500 shares; 2025Q3: 12,500 shares; 2025Q4: 12,500 shares; 2026Q1: 12,500 shares; 2026Q2: 12,500 shares 12,500 $76.8K 0.03% 0 Timeline RQIRT COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; 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: 15,185 shares 15,185 $226 <0.01% new Timeline