QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 178,390 shares; 2025Q1: 186,703 shares; 2025Q2: 211,840 shares; 2025Q3: 233,307 shares; 2025Q4: 233,361 shares; 2026Q1: 213,731 shares; 2026Q2: 202,750 shares 202,750 $60.2M 6.92% -10,981 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,573,330 shares; 2024Q4: 3,479,684 shares; 2025Q1: 2,773,343 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,359,231 shares; 2026Q2: 1,938,737 shares 1,938,737 $56.6M 6.5% -420,494 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: 422,447 shares; 2025Q1: 435,750 shares; 2025Q2: 567,951 shares; 2025Q3: 527,571 shares; 2025Q4: 535,940 shares; 2026Q1: 538,183 shares; 2026Q2: 1,202,547 shares 1,202,547 $52M 5.97% +664,364 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: 54,023 shares; 2024Q4: 54,083 shares; 2025Q1: 35,491 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 37,264 shares; 2026Q2: 68,269 shares 68,269 $46.6M 5.35% +31,005 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: 452,175 shares; 2024Q4: 428,128 shares; 2025Q1: 402,231 shares; 2025Q2: 345,895 shares; 2025Q3: 392,531 shares; 2025Q4: 399,204 shares; 2026Q1: 363,105 shares; 2026Q2: 520,803 shares 520,803 $45.3M 5.21% +157,698 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: 705,451 shares; 2024Q4: 680,251 shares; 2025Q1: 702,306 shares; 2025Q2: 703,157 shares; 2025Q3: 725,765 shares; 2025Q4: 743,184 shares; 2026Q1: 665,288 shares; 2026Q2: 657,439 shares 657,439 $43.8M 5.03% -7,849 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 617,210 shares; 2024Q4: 625,942 shares; 2025Q1: 652,135 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 703,498 shares; 2026Q2: 694,175 shares 694,175 $36.8M 4.23% -9,323 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 237,928 shares; 2025Q4: 241,449 shares; 2026Q1: 264,701 shares; 2026Q2: 218,171 shares 218,171 $28.1M 3.23% -46,530 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 215,020 shares; 2025Q3: 488,258 shares; 2025Q4: 510,319 shares; 2026Q1: 627,606 shares; 2026Q2: 531,057 shares 531,057 $26M 2.98% -96,549 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 872,596 shares 872,596 $24.8M 2.85% new 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: 208,653 shares; 2024Q4: 222,006 shares; 2025Q1: 227,641 shares; 2025Q2: 241,107 shares; 2025Q3: 248,729 shares; 2025Q4: 256,055 shares; 2026Q1: 261,092 shares; 2026Q2: 259,173 shares 259,173 $24.5M 2.81% -1,919 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 117,925 shares; 2024Q4: 714,732 shares; 2025Q1: 792,404 shares; 2025Q2: 1,106,745 shares; 2025Q3: 545,944 shares; 2025Q4: 650,462 shares; 2026Q1: 460,215 shares; 2026Q2: 390,184 shares 390,184 $23.9M 2.75% -70,031 Timeline SPLV 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: 216 shares; 2025Q3: 217 shares; 2025Q4: 218 shares; 2026Q1: 219 shares; 2026Q2: 288,651 shares 288,651 $21.5M 2.47% +288,432 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: 151,673 shares; 2024Q4: 143,457 shares; 2025Q1: 145,734 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 146,566 shares; 2026Q2: 146,547 shares 146,547 $19.8M 2.27% -19 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: 50,255 shares; 2024Q4: 48,354 shares; 2025Q1: 35,015 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31,327 shares; 2026Q2: 46,776 shares 46,776 $17.1M 1.97% +15,449 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: 2,607 shares; 2024Q4: 87,977 shares; 2025Q1: 92,440 shares; 2025Q2: 111,877 shares; 2025Q3: 130,000 shares; 2025Q4: 132,780 shares; 2026Q1: 145,917 shares; 2026Q2: 171,563 shares 171,563 $16.8M 1.93% +25,646 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: 36,554 shares; 2024Q4: 37,725 shares; 2025Q1: 56,286 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 91,539 shares; 2026Q2: 68,244 shares 68,244 $15.6M 1.79% -23,295 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: 6,184 shares; 2024Q4: 119,186 shares; 2025Q1: 194,029 shares; 2025Q2: 479,460 shares; 2025Q3: 560,844 shares; 2025Q4: 625,924 shares; 2026Q1: 244,795 shares; 2026Q2: 186,037 shares 186,037 $15.4M 1.76% -58,758 Timeline GOVI 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: 398,819 shares; 2025Q1: 417,267 shares; 2025Q2: 319,955 shares; 2025Q3: 676,862 shares; 2025Q4: 661,426 shares; 2026Q1: 516,440 shares; 2026Q2: 549,243 shares 549,243 $14.9M 1.71% +32,803 Timeline MTUM 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: 46,678 shares; 2025Q1: 49,343 shares; 2025Q2: 48,487 shares; 2025Q3: 48,504 shares; 2025Q4: 74,322 shares; 2026Q1: 66,962 shares; 2026Q2: 44,839 shares 44,839 $14.6M 1.67% -22,123 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 reported; 2024Q4: not reported; 2025Q1: 322,624 shares; 2025Q2: 481,357 shares; 2025Q3: 489,554 shares; 2025Q4: 498,031 shares; 2026Q1: 490,399 shares; 2026Q2: 327,282 shares 327,282 $14M 1.6% -163,117 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 192,067 shares; 2025Q1: 202,046 shares; 2025Q2: 231,478 shares; 2025Q3: 257,193 shares; 2025Q4: 265,174 shares; 2026Q1: 271,520 shares; 2026Q2: 261,189 shares 261,189 $13.2M 1.52% -10,331 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: 27,025 shares; 2024Q4: 32,877 shares; 2025Q1: 37,459 shares; 2025Q2: 35,659 shares; 2025Q3: 34,970 shares; 2025Q4: 34,952 shares; 2026Q1: 31,271 shares; 2026Q2: 30,844 shares 30,844 $11.9M 1.37% -427 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: 270,154 shares; 2024Q4: 222,855 shares; 2025Q1: 225,535 shares; 2025Q2: 199,703 shares; 2025Q3: 194,612 shares; 2025Q4: 194,813 shares; 2026Q1: 227,307 shares; 2026Q2: 150,748 shares 150,748 $11.8M 1.36% -76,559 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: 235,234 shares; 2024Q4: 210,586 shares; 2025Q1: 231,250 shares; 2025Q2: 268,370 shares; 2025Q3: 171,583 shares; 2025Q4: 180,633 shares; 2026Q1: 124,139 shares; 2026Q2: 220,990 shares 220,990 $11.5M 1.33% +96,851 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 87,890 shares; 2025Q4: 90,934 shares; 2026Q1: 145,442 shares; 2026Q2: 172,055 shares 172,055 $11M 1.26% +26,613 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 110,847 shares; 2025Q1: 119,474 shares; 2025Q2: 195,260 shares; 2025Q3: 128,944 shares; 2025Q4: 132,035 shares; 2026Q1: 158,477 shares; 2026Q2: 214,087 shares 214,087 $10.8M 1.24% +55,610 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 121,432 shares; 2025Q1: 120,916 shares; 2025Q2: 113,140 shares; 2025Q3: 334,578 shares; 2025Q4: 345,677 shares; 2026Q1: 343,625 shares; 2026Q2: 313,922 shares 313,922 $9.68M 1.11% -29,703 Timeline JMEE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 60,467 shares; 2025Q1: 64,531 shares; 2025Q2: 83,493 shares; 2025Q3: 97,553 shares; 2025Q4: 99,565 shares; 2026Q1: 100,019 shares; 2026Q2: 121,721 shares 121,721 $9.31M 1.07% +21,702 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,163 shares; 2024Q4: 69,109 shares; 2025Q1: 72,402 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 89,008 shares; 2026Q2: 97,805 shares 97,805 $9.23M 1.06% +8,797 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,514 shares; 2024Q4: 249,454 shares; 2025Q1: 246,517 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 250,789 shares; 2026Q2: 250,343 shares 250,343 $9.02M 1.04% -446 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 314,041 shares; 2024Q4: 332,745 shares; 2025Q1: 306,915 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 276,273 shares; 2026Q2: 95,968 shares 95,968 $8.23M 0.95% -180,305 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: 79,013 shares; 2024Q4: 78,523 shares; 2025Q1: 76,481 shares; 2025Q2: 75,972 shares; 2025Q3: 72,541 shares; 2025Q4: 132,603 shares; 2026Q1: 134,150 shares; 2026Q2: 132,843 shares 132,843 $7.65M 0.88% -1,307 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 264,927 shares; 2024Q4: 230,087 shares; 2025Q1: 264,975 shares; 2025Q2: 251,710 shares; 2025Q3: 223,795 shares; 2025Q4: 165,682 shares; 2026Q1: 129,739 shares; 2026Q2: 27,460 shares 27,460 $5.96M 0.68% -102,279 Timeline SPTL 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: 74,446 shares; 2025Q1: 81,688 shares; 2025Q2: 306,504 shares; 2025Q3: 324,675 shares; 2025Q4: 335,246 shares; 2026Q1: 332,842 shares; 2026Q2: 214,975 shares 214,975 $5.59M 0.64% -117,867 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,704 shares; 2025Q3: 7,489 shares; 2025Q4: 24,380 shares; 2026Q1: 64,616 shares; 2026Q2: 56,790 shares 56,790 $5.2M 0.6% -7,826 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: 33,268 shares; 2024Q4: 36,056 shares; 2025Q1: 35,514 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,607 shares; 2026Q2: 30,679 shares 30,679 $4.87M 0.56% +72 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: 22,600 shares; 2024Q4: not reported; 2025Q1: 22,372 shares; 2025Q2: 21,610 shares; 2025Q3: 21,766 shares; 2025Q4: 21,906 shares; 2026Q1: 23,629 shares; 2026Q2: 23,682 shares 23,682 $4.86M 0.56% +53 Timeline GGOV 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: not reported; 2026Q2: 85,033 shares 85,033 $4.26M 0.49% new Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,651 shares; 2025Q3: 1,947 shares; 2025Q4: 2,177 shares; 2026Q1: 132,015 shares; 2026Q2: 36,037 shares 36,037 $4.21M 0.48% -95,978 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,110 shares; 2024Q4: 82,235 shares; 2025Q1: 83,764 shares; 2025Q2: 85,215 shares; 2025Q3: 82,764 shares; 2025Q4: 81,438 shares; 2026Q1: 80,393 shares; 2026Q2: 79,064 shares 79,064 $4.03M 0.46% -1,329 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: 15,889 shares; 2024Q4: 15,940 shares; 2025Q1: 15,954 shares; 2025Q2: 15,265 shares; 2025Q3: 15,212 shares; 2025Q4: 15,613 shares; 2026Q1: 15,489 shares; 2026Q2: 12,770 shares 12,770 $3.72M 0.43% -2,719 Timeline SECU 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: 88,165 shares; 2026Q2: 63,913 shares 63,913 $3.18M 0.37% -24,252 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: 2,742 shares; 2024Q4: 3,420 shares; 2025Q1: 3,048 shares; 2025Q2: 3,056 shares; 2025Q3: 3,177 shares; 2025Q4: 3,374 shares; 2026Q1: 3,536 shares; 2026Q2: 3,780 shares 3,780 $2.73M 0.31% +244 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: 12,360 shares; 2024Q4: 12,574 shares; 2025Q1: 12,469 shares; 2025Q2: 12,153 shares; 2025Q3: 12,145 shares; 2025Q4: 12,163 shares; 2026Q1: 12,221 shares; 2026Q2: 11,399 shares 11,399 $2.72M 0.31% -822 Timeline BTT BLACKROCK MUN TARGET TERM TR More: the full row for BLACKROCK MUN TARGET TERM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 116,262 shares; 2025Q1: 117,416 shares; 2025Q2: 118,154 shares; 2025Q3: 118,154 shares; 2025Q4: 120,117 shares; 2026Q1: 120,571 shares; 2026Q2: 119,526 shares 119,526 $2.72M 0.31% -1,045 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 35,637 shares; 2025Q1: 66,442 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,947 shares; 2026Q2: 32,359 shares 32,359 $2.56M 0.29% +4,412 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 reported; 2024Q4: 77,591 shares; 2025Q1: 80,929 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 111,290 shares; 2026Q2: 31,363 shares 31,363 $2.39M 0.27% -79,927 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 44 shares; 2025Q4: 82 shares; 2026Q1: 179,829 shares; 2026Q2: 22,251 shares 22,251 $2.13M 0.24% -157,578 Timeline FALN 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: 201,896 shares; 2025Q1: 213,565 shares; 2025Q2: 244,253 shares; 2025Q3: 258,683 shares; 2025Q4: 268,022 shares; 2026Q1: 273,741 shares; 2026Q2: 78,324 shares 78,324 $2.12M 0.24% -195,417 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 35,734 shares; 2025Q1: 35,484 shares; 2025Q2: 39,424 shares; 2025Q3: 39,517 shares; 2025Q4: 39,011 shares; 2026Q1: 40,244 shares; 2026Q2: 40,017 shares 40,017 $2.07M 0.24% -227 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 reported; 2024Q4: not reported; 2025Q1: 27,564 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,795 shares; 2026Q2: 19,310 shares 19,310 $1.92M 0.22% -485 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: 22,571 shares; 2024Q4: 2,969 shares; 2025Q1: 22,478 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,435 shares; 2026Q2: 4,911 shares 4,911 $1.92M 0.22% -17,524 Timeline FLGV 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: 27,157 shares; 2026Q2: 92,077 shares 92,077 $1.86M 0.21% +64,920 Timeline MYI BLACKROCK MUNIYIELD QUALITY More: the full row for BLACKROCK MUNIYIELD QUALITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 63,318 shares; 2025Q1: 63,000 shares; 2025Q2: 63,000 shares; 2025Q3: 63,000 shares; 2025Q4: 63,000 shares; 2026Q1: 169,362 shares; 2026Q2: 169,362 shares 169,362 $1.85M 0.21% 0 Timeline EUAD SPINNAKER ETF SERIES More: the full row for SPINNAKER ETF SERIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,209 shares; 2025Q2: 38,479 shares; 2025Q3: 46,348 shares; 2025Q4: 48,047 shares; 2026Q1: 45,792 shares; 2026Q2: 45,072 shares 45,072 $1.85M 0.21% -720 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: 18,260 shares; 2024Q4: 17,585 shares; 2025Q1: 18,269 shares; 2025Q2: 18,091 shares; 2025Q3: 17,581 shares; 2025Q4: 17,917 shares; 2026Q1: 21,264 shares; 2026Q2: 18,389 shares 18,389 $1.85M 0.21% -2,875 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 88,621 shares; 2025Q3: 87,414 shares; 2025Q4: 26,305 shares; 2026Q1: 260,423 shares; 2026Q2: 36,259 shares 36,259 $1.75M 0.2% -224,164 Timeline SYSB 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: 30,427 shares; 2026Q1: 9,412 shares; 2026Q2: 16,612 shares 16,612 $1.47M 0.17% +7,200 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,086 shares; 2024Q4: 7,086 shares; 2025Q1: 7,183 shares; 2025Q2: 7,520 shares; 2025Q3: 7,527 shares; 2025Q4: 7,546 shares; 2026Q1: 7,689 shares; 2026Q2: 7,625 shares 7,625 $1.4M 0.16% -64 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: 41,085 shares; 2024Q4: 26,307 shares; 2025Q1: 25,629 shares; 2025Q2: 26,246 shares; 2025Q3: 26,286 shares; 2025Q4: 25,152 shares; 2026Q1: 24,731 shares; 2026Q2: 22,875 shares 22,875 $1.37M 0.16% -1,856 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: 3,134 shares; 2024Q4: 2,653 shares; 2025Q1: 2,544 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,617 shares; 2026Q2: 15,843 shares 15,843 $1.35M 0.16% +13,226 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 41 shares; 2025Q3: 2,173 shares; 2025Q4: 7,467 shares; 2026Q1: 7,049 shares; 2026Q2: 7,125 shares 7,125 $1.35M 0.15% +76 Timeline FLRT PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 51,681 shares; 2025Q1: 55,137 shares; 2025Q2: 70,759 shares; 2025Q3: 27,925 shares; 2025Q4: 28,131 shares; 2026Q1: 28,556 shares; 2026Q2: 28,722 shares 28,722 $1.35M 0.15% +166 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: 3,004 shares; 2024Q4: 3,688 shares; 2025Q1: 3,920 shares; 2025Q2: 3,878 shares; 2025Q3: 3,879 shares; 2025Q4: 4,105 shares; 2026Q1: 4,083 shares; 2026Q2: 3,656 shares 3,656 $1.31M 0.15% -427 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 299,057 shares; 2024Q4: 316,741 shares; 2025Q1: 200,561 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,407 shares; 2026Q2: 16,347 shares 16,347 $1.29M 0.15% -7,060 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,203 shares; 2024Q4: 46,095 shares; 2025Q1: 41,025 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 36,007 shares; 2026Q2: 36,034 shares 36,034 $1.26M 0.14% +27 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 368,913 shares; 2024Q4: 327,131 shares; 2025Q1: 274,813 shares; 2025Q2: 19,547 shares; 2025Q3: 13,324 shares; 2025Q4: 13,576 shares; 2026Q1: 12,767 shares; 2026Q2: 12,275 shares 12,275 $1.22M 0.14% -492 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 60,661 shares; 2025Q3: 64,646 shares; 2025Q4: 66,871 shares; 2026Q1: 57,438 shares; 2026Q2: 23,517 shares 23,517 $1.18M 0.14% -33,921 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 907,870 shares; 2026Q2: 28,760 shares 28,760 $1.04M 0.12% -879,110 Timeline FPE 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100,942 shares; 2026Q2: 56,263 shares 56,263 $1.01M 0.12% -44,679 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,247 shares; 2026Q2: 5,805 shares 5,805 $908K 0.1% +4,558 Timeline MHD BLACKROCK MUNIHOLDINGS FD IN More: the full row for BLACKROCK MUNIHOLDINGS FD IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 35,000 shares; 2025Q1: 35,000 shares; 2025Q2: 35,000 shares; 2025Q3: 37,909 shares; 2025Q4: 38,796 shares; 2026Q1: 73,780 shares; 2026Q2: 76,710 shares 76,710 $901K 0.1% +2,930 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 51,475 shares; 2025Q1: 91,903 shares; 2025Q2: 86,033 shares; 2025Q3: 89,839 shares; 2025Q4: 89,419 shares; 2026Q1: 24,325 shares; 2026Q2: 19,952 shares 19,952 $837K 0.1% -4,373 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: 2,199 shares; 2024Q4: 2,726 shares; 2025Q1: 2,692 shares; 2025Q2: 2,532 shares; 2025Q3: 2,539 shares; 2025Q4: 2,540 shares; 2026Q1: 2,571 shares; 2026Q2: 2,330 shares 2,330 $835K 0.1% -241 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: 717 shares; 2024Q4: not reported; 2025Q1: 563 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 733 shares; 2026Q2: 723 shares 723 $820K 0.09% -10 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 309,648 shares; 2026Q2: 15,960 shares 15,960 $786K 0.09% -293,688 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: 25,630 shares; 2024Q4: 25,632 shares; 2025Q1: 25,491 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,491 shares; 2026Q2: 5,116 shares 5,116 $765K 0.09% -12,375 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,238 shares; 2024Q4: 1,440 shares; 2025Q1: not reported; 2025Q2: 770 shares; 2025Q3: 765 shares; 2025Q4: 770 shares; 2026Q1: 4,281 shares; 2026Q2: 2,709 shares 2,709 $759K 0.09% -1,572 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,731 shares; 2026Q2: 16,486 shares 16,486 $751K 0.09% +9,755 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM 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: 14,035 shares 14,035 $721K 0.08% new 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: 1,837 shares; 2024Q4: 2,384 shares; 2025Q1: 2,326 shares; 2025Q2: 2,136 shares; 2025Q3: 2,141 shares; 2025Q4: 2,096 shares; 2026Q1: 1,932 shares; 2026Q2: 1,884 shares 1,884 $720K 0.08% -48 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 136,780 shares; 2024Q4: 164,533 shares; 2025Q1: 96,991 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,342 shares; 2026Q2: 5,706 shares 5,706 $705K 0.08% -636 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: 458 shares; 2025Q4: 1,855 shares; 2026Q1: 1,864 shares; 2026Q2: 11,406 shares 11,406 $682K 0.08% +9,542 Timeline GOVT 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: 0 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 326,220 shares; 2026Q2: 29,463 shares 29,463 $669K 0.08% -296,757 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: 22,105 shares; 2024Q4: 20,252 shares; 2025Q1: 22,986 shares; 2025Q2: 24,037 shares; 2025Q3: 23,493 shares; 2025Q4: 18,384 shares; 2026Q1: 14,824 shares; 2026Q2: 13,386 shares 13,386 $664K 0.08% -1,438 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: 651 shares; 2024Q4: 646 shares; 2025Q1: 681 shares; 2025Q2: 733 shares; 2025Q3: 736 shares; 2025Q4: 739 shares; 2026Q1: 735 shares; 2026Q2: 668 shares 668 $656K 0.08% -67 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,067 shares; 2024Q4: 63,404 shares; 2025Q1: 65,711 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,613 shares; 2026Q2: 2,610 shares 2,610 $640K 0.07% -3 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 434,259 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,958 shares; 2026Q2: 26,983 shares 26,983 $623K 0.07% -3,975 Timeline BUFC AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,905 shares; 2025Q3: 3,240 shares; 2025Q4: 9,729 shares; 2026Q1: 8,251 shares; 2026Q2: 14,346 shares 14,346 $608K 0.07% +6,095 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,154 shares; 2024Q4: not reported; 2025Q1: 1,112 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,766 shares; 2026Q2: 1,736 shares 1,736 $582K 0.07% -30 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 235,087 shares; 2024Q4: 233,817 shares; 2025Q1: 16,387 shares; 2025Q2: 13,371 shares; 2025Q3: 13,062 shares; 2025Q4: 15,906 shares; 2026Q1: 13,189 shares; 2026Q2: 12,646 shares 12,646 $582K 0.07% -543 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 48 shares; 2025Q3: 48 shares; 2025Q4: 63 shares; 2026Q1: 39,839 shares; 2026Q2: 3,813 shares 3,813 $581K 0.07% -36,026 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: 3,599 shares; 2024Q4: 3,507 shares; 2025Q1: 4,463 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,757 shares; 2026Q2: 3,600 shares 3,600 $577K 0.07% -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: 1,819 shares; 2024Q4: 1,585 shares; 2025Q1: 1,400 shares; 2025Q2: 1,460 shares; 2025Q3: 1,378 shares; 2025Q4: 1,453 shares; 2026Q1: 1,523 shares; 2026Q2: 1,400 shares 1,400 $569K 0.07% -123 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,479 shares; 2024Q4: 9,322 shares; 2025Q1: 9,341 shares; 2025Q2: 9,191 shares; 2025Q3: 9,211 shares; 2025Q4: 8,034 shares; 2026Q1: 8,101 shares; 2026Q2: 6,927 shares 6,927 $565K 0.06% -1,174 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: 1,312 shares; 2025Q1: 1,856 shares; 2025Q2: 1,810 shares; 2025Q3: 10,990 shares; 2025Q4: 10,994 shares; 2026Q1: 11,127 shares; 2026Q2: 1,749 shares 1,749 $562K 0.06% -9,378 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 669 shares; 2025Q3: 885 shares; 2025Q4: 1,019 shares; 2026Q1: 1,021 shares; 2026Q2: 4,469 shares 4,469 $556K 0.06% +3,448 Timeline STIP 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: 4,540 shares; 2025Q3: 5,304 shares; 2025Q4: 1,394 shares; 2026Q1: 404 shares; 2026Q2: 5,268 shares 5,268 $539K 0.06% +4,864 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: 1,733 shares; 2024Q4: 1,719 shares; 2025Q1: 1,723 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,676 shares; 2026Q2: 1,621 shares 1,621 $533K 0.06% -55 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: 708 shares; 2024Q4: 708 shares; 2025Q1: 708 shares; 2025Q2: 1,438 shares; 2025Q3: 1,527 shares; 2025Q4: 1,565 shares; 2026Q1: 1,683 shares; 2026Q2: 1,076 shares 1,076 $526K 0.06% -607 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,622 shares; 2025Q3: 5,096 shares; 2025Q4: 5,151 shares; 2026Q1: 5,175 shares; 2026Q2: 5,217 shares 5,217 $524K 0.06% +42 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 21,543 shares 21,543 $512K 0.06% new 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: 5,475 shares; 2024Q4: 5,584 shares; 2025Q1: 6,095 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,720 shares; 2026Q2: 4,111 shares 4,111 $498K 0.06% -2,609 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,410 shares; 2025Q2: 2,696 shares; 2025Q3: 3,611 shares; 2025Q4: 3,826 shares; 2026Q1: 3,987 shares; 2026Q2: 3,673 shares 3,673 $470K 0.05% -314 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,979 shares; 2024Q4: 1,986 shares; 2025Q1: 1,790 shares; 2025Q2: 1,797 shares; 2025Q3: 1,804 shares; 2025Q4: 1,810 shares; 2026Q1: 1,816 shares; 2026Q2: 1,722 shares 1,722 $454K 0.05% -94 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100,598 shares; 2026Q2: 13,358 shares 13,358 $431K 0.05% -87,240 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,238 shares; 2025Q3: 1,339 shares; 2025Q4: 1,347 shares; 2026Q1: 1,358 shares; 2026Q2: 10,102 shares 10,102 $423K 0.05% +8,744 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,024 shares; 2024Q4: 1,182 shares; 2025Q1: 1,186 shares; 2025Q2: 1,233 shares; 2025Q3: 1,284 shares; 2025Q4: 1,349 shares; 2026Q1: 1,360 shares; 2026Q2: 1,304 shares 1,304 $421K 0.05% -56 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,238 shares; 2024Q4: 7,253 shares; 2025Q1: 7,112 shares; 2025Q2: 6,644 shares; 2025Q3: 6,598 shares; 2025Q4: 6,520 shares; 2026Q1: 5,755 shares; 2026Q2: 5,686 shares 5,686 $404K 0.05% -69 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 831 shares; 2024Q4: 736 shares; 2025Q1: 614 shares; 2025Q2: 603 shares; 2025Q3: 600 shares; 2025Q4: 598 shares; 2026Q1: 580 shares; 2026Q2: 579 shares 579 $403K 0.05% -1 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: 1,006 shares; 2024Q4: 1,072 shares; 2025Q1: 815 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 803 shares; 2026Q2: 3,211 shares 3,211 $390K 0.04% +2,408 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,366 shares; 2024Q4: 7,375 shares; 2025Q1: 6,985 shares; 2025Q2: 6,987 shares; 2025Q3: 5,836 shares; 2025Q4: 5,838 shares; 2026Q1: 5,849 shares; 2026Q2: 5,849 shares 5,849 $390K 0.04% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 979 shares; 2026Q2: 884 shares 884 $375K 0.04% -95 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: 1,107 shares; 2024Q4: 1,570 shares; 2025Q1: 1,644 shares; 2025Q2: 1,707 shares; 2025Q3: 1,721 shares; 2025Q4: 1,734 shares; 2026Q1: 1,812 shares; 2026Q2: 1,632 shares 1,632 $372K 0.04% -180 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,395 shares; 2026Q2: 4,608 shares 4,608 $367K 0.04% -787 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,942 shares; 2025Q1: not reported; 2025Q2: 4,812 shares; 2025Q3: 4,812 shares; 2025Q4: 4,812 shares; 2026Q1: 4,812 shares; 2026Q2: 4,812 shares 4,812 $341K 0.04% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 566 shares; 2025Q3: 619 shares; 2025Q4: 710 shares; 2026Q1: 775 shares; 2026Q2: 610 shares 610 $312K 0.04% -165 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,094 shares; 2025Q3: 7,634 shares; 2025Q4: 10,797 shares; 2026Q1: 9,835 shares; 2026Q2: 5,662 shares 5,662 $310K 0.04% -4,173 Timeline ONEV 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: 24,296 shares; 2024Q4: 4,310 shares; 2025Q1: 2,680 shares; 2025Q2: 2,632 shares; 2025Q3: 2,379 shares; 2025Q4: 2,181 shares; 2026Q1: 2,143 shares; 2026Q2: 2,142 shares 2,142 $309K 0.04% -1 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: 54,604 shares; 2024Q4: 109,457 shares; 2025Q1: 6,483 shares; 2025Q2: 6,374 shares; 2025Q3: 5,165 shares; 2025Q4: 4,979 shares; 2026Q1: 5,035 shares; 2026Q2: 4,896 shares 4,896 $304K 0.03% -139 Timeline MMD NYLIM MACKAY DEFINEDTERM MUN More: the full row for NYLIM MACKAY DEFINEDTERM MUN Quarterly shares; 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: 19,530 shares; 2026Q1: 19,530 shares; 2026Q2: 19,530 shares 19,530 $300K 0.03% 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: 1,854 shares; 2024Q4: 2,172 shares; 2025Q1: not reported; 2025Q2: 1,851 shares; 2025Q3: 1,793 shares; 2025Q4: 1,829 shares; 2026Q1: 1,974 shares; 2026Q2: 1,890 shares 1,890 $278K 0.03% -84 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,804 shares; 2025Q3: 2,773 shares; 2025Q4: 4,680 shares; 2026Q1: 4,779 shares; 2026Q2: 4,770 shares 4,770 $267K 0.03% -9 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,635 shares; 2024Q4: 1,580 shares; 2025Q1: not reported; 2025Q2: 1,648 shares; 2025Q3: 1,698 shares; 2025Q4: 1,711 shares; 2026Q1: 3,324 shares; 2026Q2: 1,596 shares 1,596 $259K 0.03% -1,728 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 183 shares; 2025Q3: 215 shares; 2025Q4: 283 shares; 2026Q1: 301 shares; 2026Q2: 349 shares 349 $259K 0.03% +48 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,078 shares; 2025Q3: 46,585 shares; 2025Q4: 48,694 shares; 2026Q1: 6,829 shares; 2026Q2: 4,210 shares 4,210 $258K 0.03% -2,619 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1 shares; 2026Q2: 2,585 shares 2,585 $255K 0.03% +2,584 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,310 shares; 2024Q4: not reported; 2025Q1: 13,329 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,219 shares; 2026Q2: 16,204 shares 16,204 $240K 0.03% -5,015 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 49 shares; 2025Q3: 99 shares; 2025Q4: 117 shares; 2026Q1: 248 shares; 2026Q2: 255 shares 255 $240K 0.03% +7 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,653 shares; 2024Q4: 30,748 shares; 2025Q1: 32,078 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,651 shares; 2026Q2: 2,422 shares 2,422 $233K 0.03% -229 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: not reported; 2026Q1: not reported; 2026Q2: 8,822 shares 8,822 $233K 0.03% new Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,325 shares; 2024Q4: 31,302 shares; 2025Q1: 25,392 shares; 2025Q2: 2,277 shares; 2025Q3: 1,600 shares; 2025Q4: 1,602 shares; 2026Q1: 1,473 shares; 2026Q2: 1,351 shares 1,351 $230K 0.03% -122 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 879 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,075 shares; 2026Q2: 841 shares 841 $229K 0.03% -234 Timeline ITA 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: 1,208 shares; 2026Q2: 968 shares 968 $226K 0.03% -240 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: 1,477 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 985 shares; 2026Q2: 937 shares 937 $226K 0.03% -48 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 329 shares; 2025Q3: 326 shares; 2025Q4: 333 shares; 2026Q1: 330 shares; 2026Q2: 330 shares 330 $226K 0.03% 0 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,700 shares; 2024Q4: 2,700 shares; 2025Q1: 2,700 shares; 2025Q2: 2,700 shares; 2025Q3: 2,700 shares; 2025Q4: 2,700 shares; 2026Q1: 2,700 shares; 2026Q2: 2,700 shares 2,700 $225K 0.03% 0 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,473 shares; 2024Q4: 7,335 shares; 2025Q1: 9,109 shares; 2025Q2: 6,193 shares; 2025Q3: 6,200 shares; 2025Q4: 6,814 shares; 2026Q1: 6,357 shares; 2026Q2: 1,864 shares 1,864 $223K 0.03% -4,493 Timeline IUSV 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: 1,995 shares; 2026Q2: 1,995 shares 1,995 $221K 0.03% 0 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: 284 shares; 2026Q2: 232 shares 232 $211K 0.02% -52 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,640 shares; 2024Q4: 2,972 shares; 2025Q1: 2,631 shares; 2025Q2: 2,247 shares; 2025Q3: 2,260 shares; 2025Q4: 2,273 shares; 2026Q1: 2,236 shares; 2026Q2: 1,798 shares 1,798 $210K 0.02% -438 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,007 shares; 2026Q2: 1,937 shares 1,937 $210K 0.02% -70 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,102 shares; 2026Q2: 1,112 shares 1,112 $208K 0.02% +10 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: 26,159 shares; 2024Q4: 28,914 shares; 2025Q1: 28,983 shares; 2025Q2: 35,389 shares; 2025Q3: 35,510 shares; 2025Q4: 36,280 shares; 2026Q1: 42,504 shares; 2026Q2: 8,822 shares 8,822 $208K 0.02% -33,682 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,567 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,128 shares; 2026Q2: 1,132 shares 1,132 $203K 0.02% +4 Timeline CRDF CARDIFF ONCOLOGY INC More: the full row for CARDIFF ONCOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,502 shares; 2025Q3: 10,502 shares; 2025Q4: 10,502 shares; 2026Q1: 10,502 shares; 2026Q2: 10,502 shares 10,502 $16.2K <0.01% 0 Timeline