BKLC BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 796,520 shares; 2024Q4: 817,780 shares; 2025Q1: 835,915 shares; 2025Q2: 852,649 shares; 2025Q3: 852,008 shares; 2025Q4: 965,595 shares; 2026Q1: 997,197 shares; 2026Q2: 3,089,007 shares 3,089,007 $147M 19.23% +2,091,810 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: 102,360 shares; 2024Q4: 143,363 shares; 2025Q1: 143,333 shares; 2025Q2: 143,351 shares; 2025Q3: 142,884 shares; 2025Q4: 143,122 shares; 2026Q1: 143,122 shares; 2026Q2: 143,086 shares 143,086 $106M 13.95% -36 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 997,370 shares; 2024Q4: 1,029,003 shares; 2025Q1: 1,118,942 shares; 2025Q2: 1,181,873 shares; 2025Q3: 1,265,232 shares; 2025Q4: 1,207,732 shares; 2026Q1: 1,263,562 shares; 2026Q2: 1,333,579 shares 1,333,579 $62.1M 8.15% +70,017 Timeline BKIE BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 551,986 shares; 2024Q4: 574,379 shares; 2025Q1: 585,167 shares; 2025Q2: 602,500 shares; 2025Q3: 597,621 shares; 2025Q4: 599,089 shares; 2026Q1: 578,831 shares; 2026Q2: 1,838,019 shares 1,838,019 $61.1M 8.01% +1,259,188 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 425,287 shares; 2024Q4: 432,786 shares; 2025Q1: 440,374 shares; 2025Q2: 440,498 shares; 2025Q3: 386,642 shares; 2025Q4: 398,731 shares; 2026Q1: 401,802 shares; 2026Q2: 421,382 shares 421,382 $33.5M 4.39% +19,580 Timeline SPTI 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: 1,170,423 shares; 2024Q4: 1,196,743 shares; 2025Q1: 1,115,283 shares; 2025Q2: 1,151,015 shares; 2025Q3: 1,201,540 shares; 2025Q4: 907,726 shares; 2026Q1: 943,734 shares; 2026Q2: 997,269 shares 997,269 $28.2M 3.7% +53,535 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: 223,866 shares; 2024Q4: 246,082 shares; 2025Q1: 272,413 shares; 2025Q2: 381,516 shares; 2025Q3: 394,893 shares; 2025Q4: 427,214 shares; 2026Q1: 456,159 shares; 2026Q2: 481,348 shares 481,348 $20.6M 2.7% +25,189 Timeline RLY SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE 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: 519,210 shares; 2026Q2: 575,103 shares 575,103 $20.5M 2.69% +55,893 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,216 shares; 2024Q4: 1,217 shares; 2025Q1: 1,198 shares; 2025Q2: 1,240 shares; 2025Q3: 1,242 shares; 2025Q4: 1,243 shares; 2026Q1: 80,021 shares; 2026Q2: 84,498 shares 84,498 $20.1M 2.64% +4,477 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: 293,087 shares; 2024Q4: 296,307 shares; 2025Q1: 291,099 shares; 2025Q2: 306,425 shares; 2025Q3: 312,016 shares; 2025Q4: 317,838 shares; 2026Q1: 329,316 shares; 2026Q2: 339,398 shares 339,398 $15.4M 2.02% +10,082 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 244,063 shares; 2026Q1: 255,748 shares; 2026Q2: 270,378 shares 270,378 $13.6M 1.78% +14,630 Timeline SPTM 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: 174,968 shares; 2024Q4: 172,456 shares; 2025Q1: 172,031 shares; 2025Q2: 163,400 shares; 2025Q3: 153,081 shares; 2025Q4: 148,331 shares; 2026Q1: 145,418 shares; 2026Q2: 136,870 shares 136,870 $12.4M 1.62% -8,548 Timeline SMTH ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 323,202 shares; 2025Q3: 340,954 shares; 2025Q4: 386,669 shares; 2026Q1: 437,659 shares; 2026Q2: 481,227 shares 481,227 $12.3M 1.61% +43,568 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: 27,903 shares; 2024Q4: 27,767 shares; 2025Q1: 27,923 shares; 2025Q2: 27,805 shares; 2025Q3: 27,873 shares; 2025Q4: 29,722 shares; 2026Q1: 30,310 shares; 2026Q2: 30,990 shares 30,990 $10.3M 1.36% +680 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: 171,542 shares; 2024Q4: 198,952 shares; 2025Q1: 233,743 shares; 2025Q2: 296,424 shares; 2025Q3: 309,927 shares; 2025Q4: 345,505 shares; 2026Q1: 358,330 shares; 2026Q2: 392,208 shares 392,208 $10.3M 1.35% +33,878 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: 108,303 shares; 2024Q4: 222,543 shares; 2025Q1: 234,700 shares; 2025Q2: 245,972 shares; 2025Q3: 248,717 shares; 2025Q4: 261,273 shares; 2026Q1: 275,048 shares; 2026Q2: 283,819 shares 283,819 $8.32M 1.09% +8,771 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 169,346 shares; 2024Q4: 160,042 shares; 2025Q1: 163,982 shares; 2025Q2: 163,036 shares; 2025Q3: 159,321 shares; 2025Q4: 167,212 shares; 2026Q1: 166,392 shares; 2026Q2: 166,193 shares 166,193 $8.21M 1.08% -199 Timeline SCHR 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: 192,267 shares; 2024Q4: 395,800 shares; 2025Q1: 410,926 shares; 2025Q2: 449,535 shares; 2025Q3: 468,506 shares; 2025Q4: 326,375 shares; 2026Q1: 308,590 shares; 2026Q2: 323,780 shares 323,780 $7.95M 1.04% +15,190 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,550 shares; 2024Q4: 125,550 shares; 2025Q1: 125,550 shares; 2025Q2: 125,550 shares; 2025Q3: 125,550 shares; 2025Q4: 125,550 shares; 2026Q1: 125,550 shares; 2026Q2: 125,550 shares 125,550 $7.46M 0.98% 0 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL 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: 159,445 shares; 2025Q3: 171,310 shares; 2025Q4: 217,650 shares; 2026Q1: 168,898 shares; 2026Q2: 181,231 shares 181,231 $7.24M 0.95% +12,333 Timeline TXUE THORNBURG ETF TR More: the full row for THORNBURG 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: 138,452 shares; 2025Q3: 147,327 shares; 2025Q4: 220,063 shares; 2026Q1: 194,357 shares; 2026Q2: 207,057 shares 207,057 $7.17M 0.94% +12,700 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,857 shares; 2024Q4: 16,740 shares; 2025Q1: 16,384 shares; 2025Q2: 16,361 shares; 2025Q3: 16,039 shares; 2025Q4: 15,837 shares; 2026Q1: not reported; 2026Q2: 15,556 shares 15,556 $6.33M 0.83% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 47,263 shares; 2026Q1: 54,497 shares; 2026Q2: 60,348 shares 60,348 $6.07M 0.8% +5,851 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: 13,387 shares; 2024Q4: 13,101 shares; 2025Q1: 12,465 shares; 2025Q2: 12,516 shares; 2025Q3: 12,213 shares; 2025Q4: 12,049 shares; 2026Q1: 11,962 shares; 2026Q2: 70,973 shares 70,973 $6.05M 0.79% +59,011 Timeline IDEQ LAZARD ACTIVE ETF TR More: the full row for LAZARD ACTIVE 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: 132,974 shares; 2026Q2: 145,966 shares 145,966 $4.96M 0.65% +12,992 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: 33,460 shares; 2024Q4: 37,029 shares; 2025Q1: 35,717 shares; 2025Q2: 34,868 shares; 2025Q3: 36,070 shares; 2025Q4: 46,832 shares; 2026Q1: 48,877 shares; 2026Q2: 51,244 shares 51,244 $4.57M 0.6% +2,367 Timeline EWA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,500 shares; 2024Q4: 148,500 shares; 2025Q1: 148,500 shares; 2025Q2: 148,500 shares; 2025Q3: 148,500 shares; 2025Q4: 148,500 shares; 2026Q1: 148,500 shares; 2026Q2: 148,500 shares 148,500 $4.27M 0.56% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,025 shares; 2024Q4: 26,616 shares; 2025Q1: 28,295 shares; 2025Q2: 28,432 shares; 2025Q3: 28,483 shares; 2025Q4: 29,232 shares; 2026Q1: 29,382 shares; 2026Q2: 26,054 shares 26,054 $4.25M 0.56% -3,328 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: 23,341 shares; 2024Q4: 25,103 shares; 2025Q1: 24,699 shares; 2025Q2: 26,408 shares; 2025Q3: 27,067 shares; 2025Q4: 27,766 shares; 2026Q1: 30,550 shares; 2026Q2: 32,498 shares 32,498 $4.07M 0.53% +1,948 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,573 shares; 2024Q4: 56,598 shares; 2025Q1: 57,964 shares; 2025Q2: 58,569 shares; 2025Q3: 77,654 shares; 2025Q4: 77,505 shares; 2026Q1: 77,403 shares; 2026Q2: 78,289 shares 78,289 $3.68M 0.48% +886 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: 3,551 shares; 2024Q4: 3,467 shares; 2025Q1: 3,468 shares; 2025Q2: 3,525 shares; 2025Q3: 3,526 shares; 2025Q4: 3,533 shares; 2026Q1: 3,935 shares; 2026Q2: 4,901 shares 4,901 $3.66M 0.48% +966 Timeline EBC EASTERN BANKSHARES INC More: the full row for EASTERN BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 124,979 shares; 2024Q4: 116,909 shares; 2025Q1: 104,571 shares; 2025Q2: 101,272 shares; 2025Q3: 177,961 shares; 2025Q4: 167,868 shares; 2026Q1: 150,115 shares; 2026Q2: 143,374 shares 143,374 $3.3M 0.43% -6,741 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: 36,725 shares; 2024Q4: 95,028 shares; 2025Q1: 93,200 shares; 2025Q2: 86,135 shares; 2025Q3: 85,094 shares; 2025Q4: 81,679 shares; 2026Q1: 86,884 shares; 2026Q2: 85,594 shares 85,594 $2.99M 0.39% -1,290 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,947 shares; 2024Q4: 28,148 shares; 2025Q1: 28,035 shares; 2025Q2: 28,416 shares; 2025Q3: 28,098 shares; 2025Q4: 26,710 shares; 2026Q1: 28,171 shares; 2026Q2: 27,922 shares 27,922 $2.68M 0.35% -249 Timeline FMB 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: 39,409 shares; 2024Q4: 50,146 shares; 2025Q1: 55,679 shares; 2025Q2: 56,099 shares; 2025Q3: 53,472 shares; 2025Q4: 53,944 shares; 2026Q1: 51,038 shares; 2026Q2: 51,218 shares 51,218 $2.61M 0.34% +180 Timeline SPAB 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: 180,845 shares; 2024Q4: 173,117 shares; 2025Q1: 150,509 shares; 2025Q2: 148,728 shares; 2025Q3: 120,501 shares; 2025Q4: 114,515 shares; 2026Q1: 114,406 shares; 2026Q2: 95,660 shares 95,660 $2.42M 0.32% -18,746 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,282 shares; 2025Q4: 14,928 shares; 2026Q1: 19,439 shares; 2026Q2: 45,623 shares 45,623 $2.38M 0.31% +26,184 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: 46,364 shares; 2024Q4: 24,392 shares; 2025Q1: 24,443 shares; 2025Q2: 24,440 shares; 2025Q3: 24,445 shares; 2025Q4: 24,457 shares; 2026Q1: 23,842 shares; 2026Q2: 26,974 shares 26,974 $2.36M 0.31% +3,132 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: 7,327 shares; 2024Q4: 6,813 shares; 2025Q1: 6,752 shares; 2025Q2: 6,725 shares; 2025Q3: 6,663 shares; 2025Q4: 13,350 shares; 2026Q1: 13,327 shares; 2026Q2: 13,329 shares 13,329 $2.34M 0.31% +2 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,197 shares; 2024Q4: 85,092 shares; 2025Q1: 84,976 shares; 2025Q2: 84,776 shares; 2025Q3: 69,159 shares; 2025Q4: 70,515 shares; 2026Q1: 73,420 shares; 2026Q2: 76,300 shares 76,300 $2.31M 0.3% +2,880 Timeline SPTS 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: 82,400 shares; 2024Q4: 76,844 shares; 2025Q1: 76,664 shares; 2025Q2: 76,796 shares; 2025Q3: 85,105 shares; 2025Q4: 76,125 shares; 2026Q1: 75,696 shares; 2026Q2: 77,763 shares 77,763 $2.25M 0.3% +2,067 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,842 shares; 2024Q4: 7,663 shares; 2025Q1: 7,313 shares; 2025Q2: 7,297 shares; 2025Q3: 6,645 shares; 2025Q4: 6,731 shares; 2026Q1: 6,693 shares; 2026Q2: 26,739 shares 26,739 $2.15M 0.28% +20,046 Timeline BKAG BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 297,855 shares; 2024Q4: 291,474 shares; 2025Q1: 290,365 shares; 2025Q2: 79,899 shares; 2025Q3: 65,037 shares; 2025Q4: 52,497 shares; 2026Q1: 51,871 shares; 2026Q2: 50,688 shares 50,688 $2.11M 0.28% -1,183 Timeline HEGD LISTED FDS TR More: the full row for LISTED FDS 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: 48,837 shares; 2026Q1: 68,719 shares; 2026Q2: 76,700 shares 76,700 $2.04M 0.27% +7,981 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,530 shares; 2024Q4: 4,976 shares; 2025Q1: 5,535 shares; 2025Q2: 5,537 shares; 2025Q3: 5,495 shares; 2025Q4: 5,505 shares; 2026Q1: 5,493 shares; 2026Q2: 5,421 shares 5,421 $1.87M 0.25% -72 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: 10,830 shares; 2024Q4: 10,805 shares; 2025Q1: 10,829 shares; 2025Q2: 10,921 shares; 2025Q3: 3,738 shares; 2025Q4: 3,861 shares; 2026Q1: 4,092 shares; 2026Q2: 4,376 shares 4,376 $1.72M 0.23% +284 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,748 shares; 2024Q4: 61,306 shares; 2025Q1: 60,443 shares; 2025Q2: 19,389 shares; 2025Q3: 17,771 shares; 2025Q4: 16,360 shares; 2026Q1: 16,138 shares; 2026Q2: 16,042 shares 16,042 $1.7M 0.22% -96 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: 2,900 shares; 2024Q4: 2,939 shares; 2025Q1: 3,167 shares; 2025Q2: 2,947 shares; 2025Q3: 1,870 shares; 2025Q4: 2,146 shares; 2026Q1: 2,174 shares; 2026Q2: 2,447 shares 2,447 $1.7M 0.22% +273 Timeline QUS 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: 9,024 shares; 2024Q4: 9,124 shares; 2025Q1: 8,994 shares; 2025Q2: 9,173 shares; 2025Q3: 8,849 shares; 2025Q4: 8,770 shares; 2026Q1: 8,681 shares; 2026Q2: 8,712 shares 8,712 $1.64M 0.21% +31 Timeline IBMP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,248 shares; 2024Q4: 50,741 shares; 2025Q1: 57,675 shares; 2025Q2: 58,098 shares; 2025Q3: 58,533 shares; 2025Q4: 59,009 shares; 2026Q1: 59,357 shares; 2026Q2: 60,012 shares 60,012 $1.52M 0.2% +655 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: 2,150 shares; 2024Q4: 2,155 shares; 2025Q1: 2,636 shares; 2025Q2: 2,743 shares; 2025Q3: 2,742 shares; 2025Q4: 3,002 shares; 2026Q1: 3,267 shares; 2026Q2: 6,812 shares 6,812 $1.38M 0.18% +3,545 Timeline IBMS 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: 47,407 shares; 2026Q2: 53,112 shares 53,112 $1.37M 0.18% +5,705 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: 5,929 shares; 2024Q4: 5,857 shares; 2025Q1: 6,313 shares; 2025Q2: 6,313 shares; 2025Q3: 6,242 shares; 2025Q4: 6,202 shares; 2026Q1: 6,202 shares; 2026Q2: 6,114 shares 6,114 $1.37M 0.18% -88 Timeline IBMQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,311 shares; 2024Q4: 50,699 shares; 2025Q1: 50,910 shares; 2025Q2: 51,221 shares; 2025Q3: 51,533 shares; 2025Q4: 51,954 shares; 2026Q1: 52,167 shares; 2026Q2: 52,596 shares 52,596 $1.34M 0.18% +429 Timeline DNL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 118,182 shares; 2024Q4: 128,014 shares; 2025Q1: 129,691 shares; 2025Q2: 35,102 shares; 2025Q3: 32,740 shares; 2025Q4: 26,795 shares; 2026Q1: 29,378 shares; 2026Q2: 29,356 shares 29,356 $1.31M 0.17% -22 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,103 shares; 2025Q2: 4,125 shares; 2025Q3: 4,141 shares; 2025Q4: 3,799 shares; 2026Q1: 3,394 shares; 2026Q2: 3,293 shares 3,293 $1.31M 0.17% -101 Timeline IBMR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,927 shares; 2025Q1: 49,769 shares; 2025Q2: 50,089 shares; 2025Q3: 50,416 shares; 2025Q4: 50,847 shares; 2026Q1: 51,058 shares; 2026Q2: 51,487 shares 51,487 $1.3M 0.17% +429 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: 14,581 shares; 2024Q4: 14,339 shares; 2025Q1: 13,050 shares; 2025Q2: 12,992 shares; 2025Q3: 12,102 shares; 2025Q4: 12,099 shares; 2026Q1: 11,999 shares; 2026Q2: 11,999 shares 11,999 $1.2M 0.16% 0 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: 3,265 shares; 2024Q4: 3,454 shares; 2025Q1: 3,468 shares; 2025Q2: 3,369 shares; 2025Q3: 3,349 shares; 2025Q4: 3,350 shares; 2026Q1: 3,086 shares; 2026Q2: 3,116 shares 3,116 $1.15M 0.15% +30 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: 2,213 shares; 2024Q4: 1,886 shares; 2025Q1: 1,878 shares; 2025Q2: 2,449 shares; 2025Q3: 2,449 shares; 2025Q4: 2,591 shares; 2026Q1: 2,784 shares; 2026Q2: 3,125 shares 3,125 $1.08M 0.14% +341 Timeline BKMC BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,936 shares; 2024Q4: 6,278 shares; 2025Q1: 5,637 shares; 2025Q2: 5,641 shares; 2025Q3: 6,338 shares; 2025Q4: 7,269 shares; 2026Q1: 7,269 shares; 2026Q2: 26,224 shares 26,224 $1.05M 0.14% +18,955 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,151 shares 7,151 $1.05M 0.14% new Timeline FBCG 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: 15,314 shares; 2024Q4: 15,319 shares; 2025Q1: 16,067 shares; 2025Q2: 16,621 shares; 2025Q3: 16,441 shares; 2025Q4: 16,453 shares; 2026Q1: 16,353 shares; 2026Q2: 16,268 shares 16,268 $976K 0.13% -85 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,225 shares; 2025Q2: 3,592 shares; 2025Q3: 3,632 shares; 2025Q4: 4,152 shares; 2026Q1: 4,260 shares; 2026Q2: 5,783 shares 5,783 $936K 0.12% +1,523 Timeline BKSE BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,577 shares; 2024Q4: 4,022 shares; 2025Q1: 4,022 shares; 2025Q2: 4,023 shares; 2025Q3: 4,715 shares; 2025Q4: 5,611 shares; 2026Q1: 5,611 shares; 2026Q2: 21,005 shares 21,005 $931K 0.12% +15,394 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 419,827 shares; 2024Q4: 409,673 shares; 2025Q1: 413,687 shares; 2025Q2: 409,920 shares; 2025Q3: 390,888 shares; 2025Q4: 70,363 shares; 2026Q1: 52,380 shares; 2026Q2: 46,013 shares 46,013 $900K 0.12% -6,367 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: 647 shares; 2024Q4: 613 shares; 2025Q1: 614 shares; 2025Q2: 614 shares; 2025Q3: 616 shares; 2025Q4: 675 shares; 2026Q1: 683 shares; 2026Q2: 748 shares 748 $882K 0.12% +65 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,029 shares; 2024Q4: 3,103 shares; 2025Q1: 3,366 shares; 2025Q2: 3,527 shares; 2025Q3: 3,703 shares; 2025Q4: 3,809 shares; 2026Q1: 4,575 shares; 2026Q2: 3,941 shares 3,941 $859K 0.11% -634 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 391,130 shares; 2024Q4: 379,552 shares; 2025Q1: 381,500 shares; 2025Q2: 380,731 shares; 2025Q3: 368,284 shares; 2025Q4: 52,402 shares; 2026Q1: 47,982 shares; 2026Q2: 43,580 shares 43,580 $857K 0.11% -4,402 Timeline BSMQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,859 shares; 2024Q4: 37,214 shares; 2025Q1: 38,746 shares; 2025Q2: 37,957 shares; 2025Q3: 38,032 shares; 2025Q4: 38,102 shares; 2026Q1: 36,118 shares; 2026Q2: 36,175 shares 36,175 $853K 0.11% +57 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: 2,109 shares; 2024Q4: 1,852 shares; 2025Q1: 1,859 shares; 2025Q2: 2,017 shares; 2025Q3: 2,086 shares; 2025Q4: 2,970 shares; 2026Q1: 3,149 shares; 2026Q2: 3,442 shares 3,442 $851K 0.11% +293 Timeline MINV MATTHEWS ASIA FDS More: the full row for MATTHEWS ASIA FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,626 shares; 2024Q4: 15,664 shares; 2025Q1: 15,664 shares; 2025Q2: 15,664 shares; 2025Q3: 15,664 shares; 2025Q4: 15,903 shares; 2026Q1: 15,903 shares; 2026Q2: 15,903 shares 15,903 $766K 0.1% 0 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: 10,865 shares; 2024Q4: 10,876 shares; 2025Q1: 10,521 shares; 2025Q2: 10,999 shares; 2025Q3: 10,299 shares; 2025Q4: 10,259 shares; 2026Q1: 10,241 shares; 2026Q2: 10,127 shares 10,127 $765K 0.1% -114 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: 8,488 shares; 2024Q4: 4,409 shares; 2025Q1: 4,409 shares; 2025Q2: 4,463 shares; 2025Q3: 4,316 shares; 2025Q4: 4,374 shares; 2026Q1: 4,547 shares; 2026Q2: 4,597 shares 4,597 $712K 0.09% +50 Timeline BSMR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,900 shares; 2024Q4: 27,487 shares; 2025Q1: 28,971 shares; 2025Q2: 28,134 shares; 2025Q3: 28,151 shares; 2025Q4: 28,167 shares; 2026Q1: 29,024 shares; 2026Q2: 29,041 shares 29,041 $686K 0.09% +17 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,146 shares; 2025Q1: 9,979 shares; 2025Q2: 12,163 shares; 2025Q3: 15,214 shares; 2025Q4: 15,603 shares; 2026Q1: 20,090 shares; 2026Q2: 20,274 shares 20,274 $685K 0.09% +184 Timeline FRME FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 15,228 shares; 2025Q1: 15,228 shares; 2025Q2: 15,228 shares; 2025Q3: 15,228 shares; 2025Q4: 15,228 shares; 2026Q1: 15,228 shares; 2026Q2: 15,228 shares 15,228 $679K 0.09% 0 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: 50,288 shares; 2024Q4: 50,319 shares; 2025Q1: 49,923 shares; 2025Q2: 49,989 shares; 2025Q3: 50,020 shares; 2025Q4: 52,367 shares; 2026Q1: 49,500 shares; 2026Q2: 47,500 shares 47,500 $676K 0.09% -2,000 Timeline MUB 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: 2,062 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,253 shares 6,253 $666K 0.09% new Timeline BSMT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,556 shares; 2024Q4: 26,015 shares; 2025Q1: 29,509 shares; 2025Q2: 28,668 shares; 2025Q3: 28,686 shares; 2025Q4: 28,703 shares; 2026Q1: 28,720 shares; 2026Q2: 28,738 shares 28,738 $662K 0.09% +18 Timeline BSMS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,492 shares; 2024Q4: 25,852 shares; 2025Q1: 27,943 shares; 2025Q2: 27,099 shares; 2025Q3: 27,117 shares; 2025Q4: 27,134 shares; 2026Q1: 27,995 shares; 2026Q2: 28,012 shares 28,012 $657K 0.09% +17 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: 800 shares; 2024Q4: 774 shares; 2025Q1: 854 shares; 2025Q2: 901 shares; 2025Q3: 915 shares; 2025Q4: 1,075 shares; 2026Q1: 1,035 shares; 2026Q2: 985 shares 985 $636K 0.08% -50 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,954 shares; 2025Q1: 6,969 shares; 2025Q2: 6,963 shares; 2025Q3: 6,950 shares; 2025Q4: 6,950 shares; 2026Q1: 6,915 shares; 2026Q2: 7,059 shares 7,059 $627K 0.08% +144 Timeline VTWO 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: 3,490 shares; 2024Q4: 3,503 shares; 2025Q1: 3,513 shares; 2025Q2: 3,523 shares; 2025Q3: 3,536 shares; 2025Q4: 5,373 shares; 2026Q1: 5,279 shares; 2026Q2: 5,243 shares 5,243 $623K 0.08% -36 Timeline SCHF 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: 11,308 shares; 2024Q4: 22,828 shares; 2025Q1: 22,370 shares; 2025Q2: 22,479 shares; 2025Q3: 21,879 shares; 2025Q4: 12,408 shares; 2026Q1: 22,149 shares; 2026Q2: 22,149 shares 22,149 $598K 0.08% 0 Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,314 shares; 2024Q4: 67,828 shares; 2025Q1: 68,752 shares; 2025Q2: 68,613 shares; 2025Q3: 68,631 shares; 2025Q4: 69,031 shares; 2026Q1: 21,703 shares; 2026Q2: 21,994 shares 21,994 $564K 0.07% +291 Timeline CLOI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,112 shares; 2024Q4: 16,447 shares; 2025Q1: 16,596 shares; 2025Q2: 154,157 shares; 2025Q3: 154,758 shares; 2025Q4: 124,693 shares; 2026Q1: 12,997 shares; 2026Q2: 10,151 shares 10,151 $537K 0.07% -2,846 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY 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: 7,088 shares; 2026Q1: 7,088 shares; 2026Q2: 7,089 shares 7,089 $529K 0.07% +1 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: 1,397 shares; 2024Q4: 1,398 shares; 2025Q1: 1,367 shares; 2025Q2: 1,367 shares; 2025Q3: 1,370 shares; 2025Q4: 1,376 shares; 2026Q1: 1,403 shares; 2026Q2: 1,515 shares 1,515 $524K 0.07% +112 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,201 shares; 2024Q4: 25,237 shares; 2025Q1: 24,476 shares; 2025Q2: 18,643 shares; 2025Q3: 17,921 shares; 2025Q4: 16,532 shares; 2026Q1: 15,010 shares; 2026Q2: 15,735 shares 15,735 $518K 0.07% +725 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: 1,688 shares; 2024Q4: 1,851 shares; 2025Q1: 1,857 shares; 2025Q2: 1,857 shares; 2025Q3: 1,787 shares; 2025Q4: 1,876 shares; 2026Q1: 1,888 shares; 2026Q2: 1,882 shares 1,882 $504K 0.07% -6 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: 30,243 shares; 2024Q4: 29,554 shares; 2025Q1: 30,586 shares; 2025Q2: 31,639 shares; 2025Q3: 13,729 shares; 2025Q4: 10,852 shares; 2026Q1: 9,685 shares; 2026Q2: 9,491 shares 9,491 $493K 0.06% -194 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: 7,504 shares; 2024Q4: 15,015 shares; 2025Q1: 14,522 shares; 2025Q2: 14,850 shares; 2025Q3: 14,547 shares; 2025Q4: 11,722 shares; 2026Q1: 14,145 shares; 2026Q2: 14,170 shares 14,170 $482K 0.06% +25 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,877 shares; 2024Q4: 96,057 shares; 2025Q1: 61,150 shares; 2025Q2: 15,138 shares; 2025Q3: 15,141 shares; 2025Q4: 14,028 shares; 2026Q1: 13,406 shares; 2026Q2: 13,254 shares 13,254 $453K 0.06% -152 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: 5,228 shares; 2025Q3: 5,248 shares; 2025Q4: 7,248 shares; 2026Q1: 7,227 shares; 2026Q2: 7,379 shares 7,379 $452K 0.06% +152 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: 1,168 shares; 2024Q4: 1,174 shares; 2025Q1: 1,186 shares; 2025Q2: 1,436 shares; 2025Q3: 1,516 shares; 2025Q4: 1,599 shares; 2026Q1: 1,606 shares; 2026Q2: 1,767 shares 1,767 $450K 0.06% +161 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 798 shares; 2025Q3: 798 shares; 2025Q4: 1,176 shares; 2026Q1: 1,240 shares; 2026Q2: 1,311 shares 1,311 $447K 0.06% +71 Timeline RAAX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,800 shares; 2024Q4: 17,796 shares; 2025Q1: 17,186 shares; 2025Q2: 11,794 shares; 2025Q3: 11,850 shares; 2025Q4: 11,687 shares; 2026Q1: 11,697 shares; 2026Q2: 11,307 shares 11,307 $445K 0.06% -390 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO 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: 8,869 shares; 2026Q1: 8,278 shares; 2026Q2: 7,901 shares 7,901 $444K 0.06% -377 Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,553 shares; 2025Q3: 9,023 shares; 2025Q4: 8,423 shares; 2026Q1: 7,734 shares; 2026Q2: 7,736 shares 7,736 $415K 0.05% +2 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: 4,565 shares; 2024Q4: 4,565 shares; 2025Q1: 4,565 shares; 2025Q2: 4,547 shares; 2025Q3: 3,986 shares; 2025Q4: 4,397 shares; 2026Q1: 4,294 shares; 2026Q2: 4,298 shares 4,298 $414K 0.05% +4 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,168 shares; 2024Q4: 8,057 shares; 2025Q1: 8,121 shares; 2025Q2: 8,232 shares; 2025Q3: 5,737 shares; 2025Q4: 5,603 shares; 2026Q1: 5,028 shares; 2026Q2: 4,892 shares 4,892 $406K 0.05% -136 Timeline VB 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: 1,114 shares; 2024Q4: 1,139 shares; 2025Q1: 1,112 shares; 2025Q2: 1,478 shares; 2025Q3: 1,317 shares; 2025Q4: 1,385 shares; 2026Q1: 1,371 shares; 2026Q2: 1,368 shares 1,368 $405K 0.05% -3 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 570 shares; 2025Q1: not reported; 2025Q2: 783 shares; 2025Q3: 770 shares; 2025Q4: 884 shares; 2026Q1: 888 shares; 2026Q2: 1,062 shares 1,062 $404K 0.05% +174 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: 6,691 shares; 2024Q4: 6,716 shares; 2025Q1: 6,739 shares; 2025Q2: 6,766 shares; 2025Q3: 6,789 shares; 2025Q4: 6,814 shares; 2026Q1: 6,835 shares; 2026Q2: 6,076 shares 6,076 $402K 0.05% -759 Timeline VNQI VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,407 shares; 2024Q4: 7,407 shares; 2025Q1: 10,131 shares; 2025Q2: 10,085 shares; 2025Q3: 10,085 shares; 2025Q4: 10,085 shares; 2026Q1: 8,521 shares; 2026Q2: 8,521 shares 8,521 $390K 0.05% 0 Timeline KNG 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: 4,995 shares; 2026Q1: 7,507 shares; 2026Q2: 7,498 shares 7,498 $383K 0.05% -9 Timeline SUB 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: 3,529 shares 3,529 $375K 0.05% new 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: 3,541 shares; 2024Q4: 4,084 shares; 2025Q1: 4,141 shares; 2025Q2: 4,066 shares; 2025Q3: 5,276 shares; 2025Q4: 6,561 shares; 2026Q1: 5,433 shares; 2026Q2: 6,619 shares 6,619 $374K 0.05% +1,186 Timeline ISCF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,756 shares; 2024Q4: 7,963 shares; 2025Q1: 7,964 shares; 2025Q2: 8,403 shares; 2025Q3: 8,403 shares; 2025Q4: 8,377 shares; 2026Q1: 8,356 shares; 2026Q2: 8,487 shares 8,487 $369K 0.05% +131 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,480 shares; 2024Q4: 3,327 shares; 2025Q1: 4,158 shares; 2025Q2: 3,627 shares; 2025Q3: 3,642 shares; 2025Q4: 3,677 shares; 2026Q1: 4,006 shares; 2026Q2: 3,717 shares 3,717 $365K 0.05% -289 Timeline NSSC NAPCO SEC TECHNOLOGIES INC More: the full row for NAPCO SEC TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,084 shares; 2025Q3: 16,046 shares; 2025Q4: 12,546 shares; 2026Q1: 10,046 shares; 2026Q2: 10,046 shares 10,046 $363K 0.05% 0 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,901 shares; 2024Q4: 25,030 shares; 2025Q1: 27,868 shares; 2025Q2: 28,733 shares; 2025Q3: 14,643 shares; 2025Q4: 10,939 shares; 2026Q1: 8,965 shares; 2026Q2: 3,898 shares 3,898 $357K 0.05% -5,067 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,663 shares; 2026Q1: 4,460 shares; 2026Q2: 4,975 shares 4,975 $333K 0.04% +515 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: 1,097 shares; 2025Q3: 1,087 shares; 2025Q4: 1,341 shares; 2026Q1: 1,379 shares; 2026Q2: 1,329 shares 1,329 $307K 0.04% -50 Timeline SCHB 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: 3,368 shares; 2024Q4: 10,104 shares; 2025Q1: 10,104 shares; 2025Q2: 11,276 shares; 2025Q3: 11,276 shares; 2025Q4: 11,276 shares; 2026Q1: 11,276 shares; 2026Q2: 10,628 shares 10,628 $306K 0.04% -648 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: 2,239 shares; 2024Q4: 1,934 shares; 2025Q1: 1,935 shares; 2025Q2: 1,936 shares; 2025Q3: 1,791 shares; 2025Q4: 1,791 shares; 2026Q1: 1,670 shares; 2026Q2: 1,893 shares 1,893 $303K 0.04% +223 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,997 shares; 2024Q4: 5,992 shares; 2025Q1: 5,899 shares; 2025Q2: 5,925 shares; 2025Q3: 5,948 shares; 2025Q4: 5,977 shares; 2026Q1: 5,998 shares; 2026Q2: 5,176 shares 5,176 $294K 0.04% -822 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,669 shares; 2024Q4: 37,485 shares; 2025Q1: 37,649 shares; 2025Q2: 6,220 shares; 2025Q3: 5,372 shares; 2025Q4: 4,168 shares; 2026Q1: 4,136 shares; 2026Q2: 4,515 shares 4,515 $293K 0.04% +379 Timeline PXF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,805 shares; 2025Q3: 3,805 shares; 2025Q4: 3,805 shares; 2026Q1: 3,805 shares; 2026Q2: 3,805 shares 3,805 $287K 0.04% 0 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: 1,349 shares; 2024Q4: 1,354 shares; 2025Q1: 1,356 shares; 2025Q2: 1,651 shares; 2025Q3: 1,352 shares; 2025Q4: 1,470 shares; 2026Q1: 1,789 shares; 2026Q2: 1,889 shares 1,889 $283K 0.04% +100 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 570 shares 570 $283K 0.04% new Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,379 shares; 2025Q3: 2,720 shares; 2025Q4: 3,696 shares; 2026Q1: 4,273 shares; 2026Q2: 4,674 shares 4,674 $261K 0.03% +401 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,166 shares; 2025Q3: 3,166 shares; 2025Q4: 3,166 shares; 2026Q1: 4,188 shares; 2026Q2: 3,166 shares 3,166 $258K 0.03% -1,022 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: 1,281 shares; 2024Q4: 1,281 shares; 2025Q1: 1,599 shares; 2025Q2: 1,671 shares; 2025Q3: not reported; 2025Q4: 599 shares; 2026Q1: 734 shares; 2026Q2: 696 shares 696 $255K 0.03% -38 Timeline VV 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: 746 shares; 2025Q1: not reported; 2025Q2: 746 shares; 2025Q3: 746 shares; 2025Q4: 746 shares; 2026Q1: 746 shares; 2026Q2: 738 shares 738 $252K 0.03% -8 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,137 shares 1,137 $248K 0.03% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,127 shares; 2025Q3: 2,128 shares; 2025Q4: 2,232 shares; 2026Q1: 2,247 shares; 2026Q2: 2,159 shares 2,159 $247K 0.03% -88 Timeline QEMM 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: 3,493 shares; 2024Q4: 3,570 shares; 2025Q1: 3,553 shares; 2025Q2: not reported; 2025Q3: 3,082 shares; 2025Q4: 3,140 shares; 2026Q1: 3,140 shares; 2026Q2: 3,161 shares 3,161 $241K 0.03% +21 Timeline TLTW 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: 10,809 shares; 2026Q1: 10,977 shares; 2026Q2: 11,046 shares 11,046 $241K 0.03% +69 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,648 shares; 2026Q2: 2,876 shares 2,876 $235K 0.03% +228 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,047 shares 2,047 $231K 0.03% new Timeline CSX CSX CORP More: the full row for CSX 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: 4,516 shares 4,516 $229K 0.03% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,375 shares; 2026Q2: 1,375 shares 1,375 $223K 0.03% 0 Timeline SCHO 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: 4,337 shares; 2024Q4: 8,759 shares; 2025Q1: 8,664 shares; 2025Q2: 9,058 shares; 2025Q3: 9,105 shares; 2025Q4: 9,385 shares; 2026Q1: 8,899 shares; 2026Q2: 8,955 shares 8,955 $216K 0.03% +56 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,916 shares 1,916 $214K 0.03% new Timeline HDV 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: 7,566 shares 7,566 $214K 0.03% new 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: 1,042 shares; 2026Q2: 1,132 shares 1,132 $212K 0.03% +90 Timeline IBDS 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: 8,435 shares; 2025Q4: 8,381 shares; 2026Q1: 8,440 shares; 2026Q2: 8,560 shares 8,560 $207K 0.03% +120 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,657 shares 3,657 $206K 0.03% new Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO 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: 1,380 shares; 2026Q2: 1,385 shares 1,385 $205K 0.03% +5 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 410 shares 410 $201K 0.03% new Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,925 shares; 2026Q1: 10,013 shares; 2026Q2: 9,842 shares 9,842 $201K 0.03% -171 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,963 shares; 2026Q1: 11,074 shares; 2026Q2: 10,868 shares 10,868 $181K 0.02% -206 Timeline BSCV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,156 shares; 2026Q2: 10,889 shares 10,889 $178K 0.02% -267 Timeline YMAG TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,831 shares 10,831 $126K 0.02% new Timeline DHF BNY MELLON HIGH YIELD STRATE More: the full row for BNY MELLON HIGH YIELD STRATE 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: 13,344 shares; 2026Q1: 13,630 shares; 2026Q2: 13,927 shares 13,927 $33.7K <0.01% +297 Timeline