AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,669 shares; 2024Q4: 9,719 shares; 2025Q1: 10,177 shares; 2025Q2: 13,964 shares; 2025Q3: 227,579 shares; 2025Q4: 262,041 shares; 2026Q1: 291,946 shares; 2026Q2: 313,224 shares 313,224 $31M 6.62% +21,278 Timeline USPX 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: 279,789 shares; 2025Q4: 323,278 shares; 2026Q1: 373,851 shares; 2026Q2: 409,988 shares 409,988 $26.8M 5.72% +36,137 Timeline FLCB 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: 772,294 shares; 2025Q4: 850,538 shares; 2026Q1: 935,273 shares; 2026Q2: 1,009,658 shares 1,009,658 $21.6M 4.62% +74,385 Timeline FLQL 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: 163,426 shares; 2025Q4: 184,040 shares; 2026Q1: 205,420 shares; 2026Q2: 219,827 shares 219,827 $17.2M 3.68% +14,407 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: 10,650 shares; 2024Q4: 14,217 shares; 2025Q1: 21,809 shares; 2025Q2: 28,247 shares; 2025Q3: 29,022 shares; 2025Q4: 68,379 shares; 2026Q1: 74,999 shares; 2026Q2: 78,796 shares 78,796 $15M 3.21% +3,797 Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 327,898 shares 327,898 $12.9M 2.75% new Timeline QMMY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 322,165 shares; 2024Q4: 91,030 shares; 2025Q1: 88,729 shares; 2025Q2: 140,875 shares; 2025Q3: 115,203 shares; 2025Q4: 108,188 shares; 2026Q1: 102,387 shares; 2026Q2: 407,015 shares 407,015 $10.8M 2.3% +304,628 Timeline XOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 521,948 shares; 2025Q1: 524,167 shares; 2025Q2: 519,199 shares; 2025Q3: 503,159 shares; 2025Q4: 466,976 shares; 2026Q1: 454,609 shares; 2026Q2: 208,561 shares 208,561 $8.24M 1.76% -246,048 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 61,731 shares; 2025Q4: 77,742 shares; 2026Q1: 88,552 shares; 2026Q2: 93,631 shares 93,631 $7.76M 1.66% +5,079 Timeline LVHD LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT 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: 154,123 shares; 2025Q4: 162,722 shares; 2026Q1: 170,030 shares; 2026Q2: 176,109 shares 176,109 $7.75M 1.66% +6,079 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 39,708 shares; 2025Q4: 54,360 shares; 2026Q1: 66,342 shares; 2026Q2: 78,396 shares 78,396 $7.57M 1.62% +12,054 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: 105,357 shares; 2024Q4: 24,706 shares; 2025Q1: 27,633 shares; 2025Q2: 31,457 shares; 2025Q3: 20,107 shares; 2025Q4: 21,091 shares; 2026Q1: 19,062 shares; 2026Q2: 19,276 shares 19,276 $7.1M 1.52% +214 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: 263,194 shares; 2025Q4: 291,898 shares; 2026Q1: 321,888 shares; 2026Q2: 343,014 shares 343,014 $6.96M 1.49% +21,126 Timeline GOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 265,329 shares; 2025Q1: 271,085 shares; 2025Q2: 274,754 shares; 2025Q3: 272,143 shares; 2025Q4: 232,226 shares; 2026Q1: 226,717 shares; 2026Q2: 162,649 shares 162,649 $6.76M 1.44% -64,068 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: 28,322 shares; 2024Q4: 28,561 shares; 2025Q1: 27,079 shares; 2025Q2: 27,350 shares; 2025Q3: 27,335 shares; 2025Q4: 26,084 shares; 2026Q1: 26,118 shares; 2026Q2: 24,838 shares 24,838 $5.92M 1.26% -1,280 Timeline PGRO 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: 58,176 shares; 2025Q4: 78,518 shares; 2026Q1: 101,539 shares; 2026Q2: 119,206 shares 119,206 $5.68M 1.21% +17,667 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: 11,189 shares; 2024Q4: 12,516 shares; 2025Q1: 11,942 shares; 2025Q2: 12,056 shares; 2025Q3: 12,233 shares; 2025Q4: 16,242 shares; 2026Q1: 16,434 shares; 2026Q2: 14,996 shares 14,996 $5.36M 1.15% -1,438 Timeline QDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,589 shares; 2024Q4: 1,857,060 shares; 2025Q1: 2,003,060 shares; 2025Q2: 2,111,190 shares; 2025Q3: 536,296 shares; 2025Q4: 508,569 shares; 2026Q1: 485,639 shares; 2026Q2: 148,608 shares 148,608 $5.29M 1.13% -337,031 Timeline XDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 136,840 shares; 2024Q4: 130,935 shares; 2025Q1: 129,528 shares; 2025Q2: 127,038 shares; 2025Q3: 123,812 shares; 2025Q4: 121,900 shares; 2026Q1: 126,364 shares; 2026Q2: 122,452 shares 122,452 $5.25M 1.12% -3,912 Timeline DIVI 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: 111,234 shares; 2025Q4: 116,370 shares; 2026Q1: 119,799 shares; 2026Q2: 122,443 shares 122,443 $5.23M 1.12% +2,644 Timeline XJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 227,414 shares; 2024Q4: 20,832 shares; 2025Q1: 20,026 shares; 2025Q2: 20,150 shares; 2025Q3: 22,030 shares; 2025Q4: 21,574 shares; 2026Q1: 18,965 shares; 2026Q2: 109,970 shares 109,970 $4.89M 1.04% +91,005 Timeline QMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 221,628 shares; 2024Q4: 199,766 shares; 2025Q1: 195,071 shares; 2025Q2: 188,848 shares; 2025Q3: 149,611 shares; 2025Q4: 145,271 shares; 2026Q1: 140,692 shares; 2026Q2: 130,620 shares 130,620 $4.86M 1.04% -10,072 Timeline BGLD 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: 885,024 shares; 2025Q1: 922,046 shares; 2025Q2: 909,844 shares; 2025Q3: 158,116 shares; 2025Q4: 159,094 shares; 2026Q1: 146,781 shares; 2026Q2: 291,198 shares 291,198 $4.74M 1.01% +144,417 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: 34,676 shares; 2024Q4: 32,862 shares; 2025Q1: 35,539 shares; 2025Q2: 37,292 shares; 2025Q3: 12,363 shares; 2025Q4: 12,638 shares; 2026Q1: 12,070 shares; 2026Q2: 12,371 shares 12,371 $4.58M 0.98% +301 Timeline DJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 102,452 shares; 2024Q4: 7,828 shares; 2025Q1: 7,798 shares; 2025Q2: 7,840 shares; 2025Q3: 8,423 shares; 2025Q4: 8,367 shares; 2026Q1: 7,676 shares; 2026Q2: 89,956 shares 89,956 $4.43M 0.95% +82,280 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: 1,415 shares; 2024Q4: 1,557 shares; 2025Q1: 1,602 shares; 2025Q2: 1,617 shares; 2025Q3: 2,093 shares; 2025Q4: 2,815 shares; 2026Q1: 5,281 shares; 2026Q2: 6,408 shares 6,408 $4.4M 0.94% +1,127 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,906 shares; 2024Q4: 4,958 shares; 2025Q1: 7,562 shares; 2025Q2: 10,304 shares; 2025Q3: 12,389 shares; 2025Q4: 29,469 shares; 2026Q1: 33,490 shares; 2026Q2: 36,659 shares 36,659 $4.3M 0.92% +3,169 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: 40,411 shares; 2024Q4: 38,725 shares; 2025Q1: 36,722 shares; 2025Q2: 36,510 shares; 2025Q3: 36,808 shares; 2025Q4: 24,323 shares; 2026Q1: 24,813 shares; 2026Q2: 20,409 shares 20,409 $4.08M 0.87% -4,404 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 107,216 shares; 2024Q4: 94,905 shares; 2025Q1: 104,281 shares; 2025Q2: 111,102 shares; 2025Q3: 33,678 shares; 2025Q4: 35,048 shares; 2026Q1: 34,013 shares; 2026Q2: 34,829 shares 34,829 $3.81M 0.81% +816 Timeline QCOC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 265,663 shares; 2025Q1: 270,543 shares; 2025Q2: 267,914 shares; 2025Q3: 262,320 shares; 2025Q4: 351,975 shares; 2026Q1: 350,515 shares; 2026Q2: 150,702 shares 150,702 $3.6M 0.77% -199,813 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: 5,869 shares; 2024Q4: 5,374 shares; 2025Q1: 5,420 shares; 2025Q2: 5,533 shares; 2025Q3: 4,625 shares; 2025Q4: 4,778 shares; 2026Q1: 4,847 shares; 2026Q2: 4,872 shares 4,872 $3.59M 0.77% +25 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,485 shares; 2024Q4: 14,358 shares; 2025Q1: 13,385 shares; 2025Q2: 14,390 shares; 2025Q3: 18,437 shares; 2025Q4: 26,416 shares; 2026Q1: 40,580 shares; 2026Q2: 48,293 shares 48,293 $3.44M 0.74% +7,713 Timeline ARKX ARK ETF TR More: the full row for ARK 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: 97,359 shares 97,359 $3.32M 0.71% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 45,878 shares; 2025Q4: 62,199 shares; 2026Q1: 77,893 shares; 2026Q2: 89,561 shares 89,561 $3.24M 0.69% +11,668 Timeline QJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 193,517 shares; 2024Q4: 142,179 shares; 2025Q1: 137,587 shares; 2025Q2: 129,312 shares; 2025Q3: 134,599 shares; 2025Q4: 127,942 shares; 2026Q1: 114,440 shares; 2026Q2: 95,382 shares 95,382 $3.22M 0.69% -19,058 Timeline FLMI 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: 53,155 shares; 2025Q4: 81,652 shares; 2026Q1: 117,826 shares; 2026Q2: 126,316 shares 126,316 $3.18M 0.68% +8,490 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: 6,421 shares; 2024Q4: 7,080 shares; 2025Q1: 6,839 shares; 2025Q2: 10,097 shares; 2025Q3: 10,851 shares; 2025Q4: 10,573 shares; 2026Q1: 10,316 shares; 2026Q2: 10,634 shares 10,634 $3.08M 0.66% +318 Timeline FLCO 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: 105,152 shares; 2025Q4: 116,821 shares; 2026Q1: 129,939 shares; 2026Q2: 139,124 shares 139,124 $2.98M 0.64% +9,185 Timeline 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: 4,507 shares; 2024Q4: 4,787 shares; 2025Q1: 6,015 shares; 2025Q2: 8,665 shares; 2025Q3: 8,441 shares; 2025Q4: 8,889 shares; 2026Q1: 9,246 shares; 2026Q2: 9,689 shares 9,689 $2.94M 0.63% +443 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,932 shares; 2024Q4: 21,687 shares; 2025Q1: 21,741 shares; 2025Q2: 21,763 shares; 2025Q3: 21,750 shares; 2025Q4: 21,750 shares; 2026Q1: 21,984 shares; 2026Q2: 21,598 shares 21,598 $2.92M 0.62% -386 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: 11,125 shares; 2024Q4: 11,797 shares; 2025Q1: 12,705 shares; 2025Q2: 12,712 shares; 2025Q3: 13,684 shares; 2025Q4: 13,976 shares; 2026Q1: 13,832 shares; 2026Q2: 31,671 shares 31,671 $2.88M 0.61% +17,839 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,411 shares; 2024Q4: 32,042 shares; 2025Q1: 36,740 shares; 2025Q2: 39,281 shares; 2025Q3: 19,647 shares; 2025Q4: 21,194 shares; 2026Q1: 21,996 shares; 2026Q2: 23,358 shares 23,358 $2.74M 0.59% +1,362 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,995 shares; 2026Q2: 47,868 shares 47,868 $2.7M 0.58% +42,873 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,596 shares; 2024Q4: 58,983 shares; 2025Q1: 65,808 shares; 2025Q2: 68,841 shares; 2025Q3: 28,095 shares; 2025Q4: 30,321 shares; 2026Q1: 31,070 shares; 2026Q2: 32,782 shares 32,782 $2.69M 0.58% +1,712 Timeline TDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 84,485 shares; 2026Q1: 90,157 shares; 2026Q2: 84,555 shares 84,555 $2.69M 0.57% -5,602 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,709 shares; 2024Q4: 24,634 shares; 2025Q1: 24,372 shares; 2025Q2: not reported; 2025Q3: 27,502 shares; 2025Q4: 3,894 shares; 2026Q1: 3,969 shares; 2026Q2: 42,729 shares 42,729 $2.63M 0.56% +38,760 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: 1,977 shares; 2024Q4: 1,844 shares; 2025Q1: 1,884 shares; 2025Q2: 1,985 shares; 2025Q3: 2,093 shares; 2025Q4: 4,795 shares; 2026Q1: 5,000 shares; 2026Q2: 6,235 shares 6,235 $2.62M 0.56% +1,235 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: 2,365 shares; 2025Q1: 2,365 shares; 2025Q2: 3,277 shares; 2025Q3: 13,098 shares; 2025Q4: 17,569 shares; 2026Q1: 22,958 shares; 2026Q2: 24,290 shares 24,290 $2.61M 0.56% +1,332 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,645 shares; 2024Q4: 3,069 shares; 2025Q1: 4,068 shares; 2025Q2: 5,814 shares; 2025Q3: 10,759 shares; 2025Q4: 12,951 shares; 2026Q1: 13,901 shares; 2026Q2: 15,233 shares 15,233 $2.42M 0.52% +1,332 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: 19,658 shares; 2024Q4: 18,631 shares; 2025Q1: 18,250 shares; 2025Q2: 18,129 shares; 2025Q3: 18,931 shares; 2025Q4: 33,686 shares; 2026Q1: 35,252 shares; 2026Q2: 29,395 shares 29,395 $2.38M 0.51% -5,857 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,349 shares; 2024Q4: 54,253 shares; 2025Q1: 54,104 shares; 2025Q2: 57,286 shares; 2025Q3: 60,268 shares; 2025Q4: 96,901 shares; 2026Q1: 102,446 shares; 2026Q2: 80,741 shares 80,741 $2.37M 0.51% -21,705 Timeline YJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 87,809 shares 87,809 $2.35M 0.5% new Timeline ACYN 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: 112,504 shares 112,504 $2.34M 0.5% new Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,371 shares; 2024Q4: 3,338 shares; 2025Q1: 4,722 shares; 2025Q2: 7,345 shares; 2025Q3: 13,234 shares; 2025Q4: 17,123 shares; 2026Q1: 19,676 shares; 2026Q2: 21,780 shares 21,780 $2.33M 0.5% +2,104 Timeline XIJN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33,640 shares; 2025Q3: 54,218 shares; 2025Q4: 68,404 shares; 2026Q1: 67,735 shares; 2026Q2: 73,103 shares 73,103 $2.24M 0.48% +5,368 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,662 shares; 2024Q4: 36,777 shares; 2025Q1: 40,215 shares; 2025Q2: 43,706 shares; 2025Q3: 15,014 shares; 2025Q4: 16,068 shares; 2026Q1: 16,063 shares; 2026Q2: 16,217 shares 16,217 $2.22M 0.47% +154 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,489 shares; 2024Q4: 1,625 shares; 2025Q1: 1,490 shares; 2025Q2: 1,486 shares; 2025Q3: 1,208 shares; 2025Q4: 1,761 shares; 2026Q1: 2,088 shares; 2026Q2: 2,953 shares 2,953 $2.21M 0.47% +865 Timeline OMFL 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: 28,499 shares; 2024Q4: 27,256 shares; 2025Q1: 23,827 shares; 2025Q2: 26,764 shares; 2025Q3: 29,079 shares; 2025Q4: 32,432 shares; 2026Q1: 31,978 shares; 2026Q2: 32,256 shares 32,256 $2.21M 0.47% +278 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: 57,620 shares; 2024Q4: 56,867 shares; 2025Q1: 56,604 shares; 2025Q2: 58,004 shares; 2025Q3: 60,823 shares; 2025Q4: 102,372 shares; 2026Q1: 108,578 shares; 2026Q2: 91,757 shares 91,757 $2.19M 0.47% -16,821 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: 26,568 shares; 2024Q4: 26,375 shares; 2025Q1: 26,451 shares; 2025Q2: 27,039 shares; 2025Q3: 27,954 shares; 2025Q4: 49,704 shares; 2026Q1: 52,423 shares; 2026Q2: 42,195 shares 42,195 $2.13M 0.46% -10,228 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,874 shares; 2024Q4: 2,412 shares; 2025Q1: 3,460 shares; 2025Q2: 4,407 shares; 2025Q3: 8,378 shares; 2025Q4: 10,593 shares; 2026Q1: 10,493 shares; 2026Q2: 11,340 shares 11,340 $2.1M 0.45% +847 Timeline SMA SMARTSTOP SELF STORAG REIT I More: the full row for SMARTSTOP SELF STORAG REIT I 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: 24,741 shares; 2025Q4: 65,049 shares; 2026Q1: 64,571 shares; 2026Q2: 60,657 shares 60,657 $1.97M 0.42% -3,914 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,299 shares; 2024Q4: 4,942 shares; 2025Q1: 6,702 shares; 2025Q2: 8,500 shares; 2025Q3: 13,728 shares; 2025Q4: 17,035 shares; 2026Q1: 18,794 shares; 2026Q2: 20,377 shares 20,377 $1.69M 0.36% +1,583 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: 1,016 shares; 2025Q3: 1,052 shares; 2025Q4: 4,321 shares; 2026Q1: 4,401 shares; 2026Q2: 3,535 shares 3,535 $1.69M 0.36% -866 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,116 shares; 2024Q4: 15,728 shares; 2025Q1: 15,607 shares; 2025Q2: 15,440 shares; 2025Q3: 15,359 shares; 2025Q4: 15,359 shares; 2026Q1: 16,283 shares; 2026Q2: 14,449 shares 14,449 $1.66M 0.35% -1,834 Timeline XLG 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: 16,457 shares; 2024Q4: 16,501 shares; 2025Q1: 16,838 shares; 2025Q2: 19,133 shares; 2025Q3: 20,731 shares; 2025Q4: 22,819 shares; 2026Q1: 22,199 shares; 2026Q2: 25,741 shares 25,741 $1.58M 0.34% +3,542 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: 5,859 shares; 2024Q4: 4,707 shares; 2025Q1: 3,767 shares; 2025Q2: 3,193 shares; 2025Q3: 2,999 shares; 2025Q4: 2,929 shares; 2026Q1: 4,104 shares; 2026Q2: 17,482 shares 17,482 $1.54M 0.33% +13,378 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,111 shares; 2024Q4: 29,655 shares; 2025Q1: 30,590 shares; 2025Q2: 30,357 shares; 2025Q3: 30,648 shares; 2025Q4: 30,696 shares; 2026Q1: 31,514 shares; 2026Q2: 30,501 shares 30,501 $1.47M 0.31% -1,013 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,101 shares; 2024Q4: 25,783 shares; 2025Q1: 22,280 shares; 2025Q2: 24,284 shares; 2025Q3: 26,346 shares; 2025Q4: 29,196 shares; 2026Q1: 30,486 shares; 2026Q2: 31,281 shares 31,281 $1.47M 0.31% +795 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: 17,630 shares; 2024Q4: 16,561 shares; 2025Q1: 17,260 shares; 2025Q2: 17,181 shares; 2025Q3: 17,203 shares; 2025Q4: 14,630 shares; 2026Q1: 15,041 shares; 2026Q2: 15,248 shares 15,248 $1.43M 0.31% +207 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: 5,041 shares; 2024Q4: 4,966 shares; 2025Q1: 5,521 shares; 2025Q2: 5,870 shares; 2025Q3: 5,914 shares; 2025Q4: 3,708 shares; 2026Q1: 3,733 shares; 2026Q2: 3,814 shares 3,814 $1.42M 0.3% +81 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,229 shares; 2025Q4: 22,883 shares; 2026Q1: 30,612 shares; 2026Q2: 30,292 shares 30,292 $1.42M 0.3% -320 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: 540 shares; 2024Q4: 561 shares; 2025Q1: 578 shares; 2025Q2: 598 shares; 2025Q3: 658 shares; 2025Q4: 2,615 shares; 2026Q1: 2,687 shares; 2026Q2: 2,506 shares 2,506 $1.41M 0.3% -181 Timeline FLHY 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: 28,958 shares; 2025Q4: 39,608 shares; 2026Q1: 49,067 shares; 2026Q2: 57,110 shares 57,110 $1.39M 0.3% +8,043 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: not reported; 2025Q3: 12,978 shares; 2025Q4: 13,619 shares; 2026Q1: 14,432 shares; 2026Q2: 14,821 shares 14,821 $1.36M 0.29% +389 Timeline QMAG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,889,665 shares; 2024Q4: 110,119 shares; 2025Q1: 108,631 shares; 2025Q2: 103,099 shares; 2025Q3: 78,804 shares; 2025Q4: 81,261 shares; 2026Q1: 53,311 shares; 2026Q2: 52,839 shares 52,839 $1.34M 0.29% -472 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: 1,507 shares; 2024Q4: 1,477 shares; 2025Q1: 1,506 shares; 2025Q2: 1,512 shares; 2025Q3: 1,484 shares; 2025Q4: 1,591 shares; 2026Q1: 1,627 shares; 2026Q2: 11,043 shares 11,043 $1.32M 0.28% +9,416 Timeline VWO 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: 10,622 shares; 2024Q4: 10,316 shares; 2025Q1: 10,083 shares; 2025Q2: 11,113 shares; 2025Q3: 13,160 shares; 2025Q4: 16,522 shares; 2026Q1: 22,387 shares; 2026Q2: 21,732 shares 21,732 $1.3M 0.28% -655 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,743 shares; 2024Q4: 15,980 shares; 2025Q1: 15,613 shares; 2025Q2: 15,561 shares; 2025Q3: 15,396 shares; 2025Q4: 13,155 shares; 2026Q1: 13,434 shares; 2026Q2: 21,014 shares 21,014 $1.29M 0.28% +7,580 Timeline DOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 122,865 shares; 2025Q1: 126,020 shares; 2025Q2: 124,565 shares; 2025Q3: 121,949 shares; 2025Q4: 122,211 shares; 2026Q1: 116,972 shares; 2026Q2: 26,314 shares 26,314 $1.23M 0.26% -90,658 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,167 shares; 2024Q4: 16,419 shares; 2025Q1: 16,412 shares; 2025Q2: 18,804 shares; 2025Q3: 18,303 shares; 2025Q4: 18,229 shares; 2026Q1: 17,518 shares; 2026Q2: 16,177 shares 16,177 $1.23M 0.26% -1,341 Timeline XJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 254,369 shares; 2024Q4: 10,462 shares; 2025Q1: 10,729 shares; 2025Q2: 10,383 shares; 2025Q3: 10,289 shares; 2025Q4: 10,188 shares; 2026Q1: 38,066 shares; 2026Q2: 31,870 shares 31,870 $1.22M 0.26% -6,196 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: 45,746 shares; 2024Q4: 45,210 shares; 2025Q1: 35,449 shares; 2025Q2: 38,767 shares; 2025Q3: 41,198 shares; 2025Q4: 44,035 shares; 2026Q1: 45,410 shares; 2026Q2: 44,910 shares 44,910 $1.22M 0.26% -500 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: 881 shares; 2024Q4: 1,020 shares; 2025Q1: 1,065 shares; 2025Q2: 1,813 shares; 2025Q3: 1,769 shares; 2025Q4: 1,998 shares; 2026Q1: 2,084 shares; 2026Q2: 13,956 shares 13,956 $1.2M 0.26% +11,872 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: not reported; 2025Q3: 1,335 shares; 2025Q4: 7,506 shares; 2026Q1: 7,872 shares; 2026Q2: 6,025 shares 6,025 $1.16M 0.25% -1,847 Timeline GAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,077 shares; 2024Q4: 10,662 shares; 2025Q1: 10,662 shares; 2025Q2: 11,810 shares; 2025Q3: 11,871 shares; 2025Q4: 11,782 shares; 2026Q1: 8,505 shares; 2026Q2: 27,503 shares 27,503 $1.15M 0.24% +18,998 Timeline DIEM 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: 13,530 shares; 2025Q4: 18,443 shares; 2026Q1: 22,737 shares; 2026Q2: 26,082 shares 26,082 $1.13M 0.24% +3,345 Timeline IYG 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: 7,620 shares; 2025Q4: 9,776 shares; 2026Q1: 11,081 shares; 2026Q2: 12,317 shares 12,317 $1.11M 0.24% +1,236 Timeline IMFL 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: 23,403 shares; 2024Q4: 24,842 shares; 2025Q1: 25,367 shares; 2025Q2: 26,387 shares; 2025Q3: 29,034 shares; 2025Q4: 32,400 shares; 2026Q1: 31,595 shares; 2026Q2: 32,189 shares 32,189 $1.11M 0.24% +594 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,995 shares; 2026Q1: 11,483 shares; 2026Q2: 8,146 shares 8,146 $1.09M 0.23% -3,337 Timeline NNN NNN REIT INC More: the full row for NNN REIT 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: 23,180 shares 23,180 $1.08M 0.23% new Timeline QMNV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 32,510 shares; 2025Q1: 32,738 shares; 2025Q2: 32,958 shares; 2025Q3: 41,761 shares; 2025Q4: 42,833 shares; 2026Q1: 41,853 shares; 2026Q2: 41,836 shares 41,836 $1.05M 0.22% -17 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: not reported; 2024Q4: not reported; 2025Q1: 2,611 shares; 2025Q2: not reported; 2025Q3: 7,644 shares; 2025Q4: 18,703 shares; 2026Q1: 19,578 shares; 2026Q2: 19,636 shares 19,636 $1.04M 0.22% +58 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 708 shares; 2025Q4: 872 shares; 2026Q1: 2,640 shares; 2026Q2: 2,662 shares 2,662 $1.01M 0.21% +22 Timeline XAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,002 shares; 2025Q3: 7,961 shares; 2025Q4: 7,951 shares; 2026Q1: 7,951 shares; 2026Q2: 26,419 shares 26,419 $997K 0.21% +18,468 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: 15,579 shares; 2024Q4: 15,562 shares; 2025Q1: 16,018 shares; 2025Q2: 18,340 shares; 2025Q3: 20,268 shares; 2025Q4: 23,551 shares; 2026Q1: 23,807 shares; 2026Q2: 15,839 shares 15,839 $963K 0.21% -7,968 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,278 shares; 2024Q4: 10,310 shares; 2025Q1: 6,772 shares; 2025Q2: 7,032 shares; 2025Q3: 7,595 shares; 2025Q4: 5,351 shares; 2026Q1: 5,159 shares; 2026Q2: 10,560 shares 10,560 $951K 0.2% +5,401 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,421 shares; 2024Q4: 1,408 shares; 2025Q1: 1,404 shares; 2025Q2: 1,417 shares; 2025Q3: 1,426 shares; 2025Q4: 1,577 shares; 2026Q1: 1,584 shares; 2026Q2: 1,246 shares 1,246 $942K 0.2% -338 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 104,768 shares; 2024Q4: 105,928 shares; 2025Q1: 105,409 shares; 2025Q2: 106,523 shares; 2025Q3: 108,471 shares; 2025Q4: 106,260 shares; 2026Q1: 103,951 shares; 2026Q2: 21,447 shares 21,447 $935K 0.2% -82,504 Timeline QCJA FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,513 shares; 2025Q2: 22,114 shares; 2025Q3: 38,442 shares; 2025Q4: 31,264 shares; 2026Q1: 45,542 shares; 2026Q2: 39,818 shares 39,818 $930K 0.2% -5,724 Timeline JMUB 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,749 shares; 2025Q4: 7,959 shares; 2026Q1: 16,187 shares; 2026Q2: 18,331 shares 18,331 $929K 0.2% +2,144 Timeline QCAP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,856 shares; 2025Q3: 24,779 shares; 2025Q4: 24,779 shares; 2026Q1: 24,749 shares; 2026Q2: 36,379 shares 36,379 $906K 0.19% +11,630 Timeline GJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 216,106 shares; 2024Q4: 7,415 shares; 2025Q1: 8,816 shares; 2025Q2: 8,867 shares; 2025Q3: 11,993 shares; 2025Q4: 8,791 shares; 2026Q1: 26,143 shares; 2026Q2: 20,040 shares 20,040 $902K 0.19% -6,103 Timeline VHT 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: 2,651 shares; 2024Q4: 2,682 shares; 2025Q1: 2,697 shares; 2025Q2: 3,084 shares; 2025Q3: 3,023 shares; 2025Q4: 2,946 shares; 2026Q1: 3,129 shares; 2026Q2: 3,017 shares 3,017 $902K 0.19% -112 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,074 shares; 2024Q4: 3,977 shares; 2025Q1: 3,947 shares; 2025Q2: 3,975 shares; 2025Q3: 3,974 shares; 2025Q4: 4,007 shares; 2026Q1: 4,002 shares; 2026Q2: 3,731 shares 3,731 $883K 0.19% -271 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX 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: 11,709 shares; 2026Q1: 12,770 shares; 2026Q2: 12,088 shares 12,088 $863K 0.18% -682 Timeline VTEI VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD 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: 3,781 shares; 2026Q1: 7,187 shares; 2026Q2: 8,462 shares 8,462 $854K 0.18% +1,275 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: 1,966 shares; 2024Q4: 1,495 shares; 2025Q1: 1,664 shares; 2025Q2: 1,769 shares; 2025Q3: 1,835 shares; 2025Q4: 1,830 shares; 2026Q1: 1,777 shares; 2026Q2: 1,685 shares 1,685 $843K 0.18% -92 Timeline BBUS 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,271 shares; 2025Q4: 4,223 shares; 2026Q1: 5,481 shares; 2026Q2: 6,108 shares 6,108 $823K 0.18% +627 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,640 shares; 2024Q4: 13,039 shares; 2025Q1: 11,079 shares; 2025Q2: 13,126 shares; 2025Q3: 11,145 shares; 2025Q4: 10,438 shares; 2026Q1: 10,707 shares; 2026Q2: 11,128 shares 11,128 $817K 0.17% +421 Timeline FAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,755 shares; 2024Q4: 14,755 shares; 2025Q1: 14,755 shares; 2025Q2: 14,755 shares; 2025Q3: 14,755 shares; 2025Q4: 14,587 shares; 2026Q1: 14,587 shares; 2026Q2: 16,900 shares 16,900 $790K 0.17% +2,313 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,598 shares; 2024Q4: 2,512 shares; 2025Q1: 2,452 shares; 2025Q2: 2,384 shares; 2025Q3: 2,690 shares; 2025Q4: 2,618 shares; 2026Q1: 2,984 shares; 2026Q2: 2,983 shares 2,983 $790K 0.17% -1 Timeline WTMF WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,523 shares; 2024Q4: 13,093 shares; 2025Q1: 13,153 shares; 2025Q2: 14,551 shares; 2025Q3: 15,928 shares; 2025Q4: 17,372 shares; 2026Q1: 17,707 shares; 2026Q2: 18,763 shares 18,763 $766K 0.16% +1,056 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,793 shares; 2025Q4: 21,837 shares; 2026Q1: 21,856 shares; 2026Q2: 22,306 shares 22,306 $764K 0.16% +450 Timeline FIIG 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: 163,870 shares; 2024Q4: 166,463 shares; 2025Q1: 168,426 shares; 2025Q2: 171,634 shares; 2025Q3: 176,652 shares; 2025Q4: 173,904 shares; 2026Q1: 175,186 shares; 2026Q2: 36,596 shares 36,596 $758K 0.16% -138,590 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: 11,956 shares; 2024Q4: 7,894 shares; 2025Q1: 6,522 shares; 2025Q2: 6,891 shares; 2025Q3: 7,595 shares; 2025Q4: 4,389 shares; 2026Q1: 3,771 shares; 2026Q2: 10,088 shares 10,088 $756K 0.16% +6,317 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: 1,201 shares; 2024Q4: 1,181 shares; 2025Q1: 1,181 shares; 2025Q2: 1,306 shares; 2025Q3: 1,304 shares; 2025Q4: 1,299 shares; 2026Q1: 440 shares; 2026Q2: 984 shares 984 $734K 0.16% +544 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: not reported; 2025Q3: not reported; 2025Q4: 4,356 shares; 2026Q1: 11,916 shares; 2026Q2: 15,105 shares 15,105 $732K 0.16% +3,189 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,617 shares 5,617 $718K 0.15% new Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,810 shares; 2026Q1: 4,482 shares; 2026Q2: 5,190 shares 5,190 $714K 0.15% +708 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD 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: 3,112 shares; 2026Q1: 8,051 shares; 2026Q2: 9,099 shares 9,099 $709K 0.15% +1,048 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,322 shares; 2026Q1: 8,928 shares; 2026Q2: 13,070 shares 13,070 $701K 0.15% +4,142 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,922 shares; 2025Q2: 4,123 shares; 2025Q3: 4,538 shares; 2025Q4: 11,403 shares; 2026Q1: 12,783 shares; 2026Q2: 13,570 shares 13,570 $690K 0.15% +787 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: 1,558 shares; 2024Q4: 1,558 shares; 2025Q1: 1,560 shares; 2025Q2: 1,875 shares; 2025Q3: 1,767 shares; 2025Q4: 1,981 shares; 2026Q1: 2,085 shares; 2026Q2: 2,247 shares 2,247 $681K 0.15% +162 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,374 shares; 2024Q4: 25,068 shares; 2025Q1: 19,278 shares; 2025Q2: 20,066 shares; 2025Q3: 21,640 shares; 2025Q4: 21,929 shares; 2026Q1: 23,609 shares; 2026Q2: 27,021 shares 27,021 $677K 0.14% +3,412 Timeline IXN 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: 4,663 shares 4,663 $674K 0.14% new Timeline GDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,517 shares; 2024Q4: 6,193 shares; 2025Q1: 8,667 shares; 2025Q2: 16,684 shares; 2025Q3: 16,553 shares; 2025Q4: 15,807 shares; 2026Q1: 16,920 shares; 2026Q2: 16,920 shares 16,920 $673K 0.14% 0 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,347 shares; 2026Q1: 2,870 shares; 2026Q2: 3,076 shares 3,076 $670K 0.14% +206 Timeline XNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,259 shares; 2025Q1: 6,259 shares; 2025Q2: 6,046 shares; 2025Q3: 6,046 shares; 2025Q4: 17,026 shares; 2026Q1: 15,472 shares; 2026Q2: 15,162 shares 15,162 $601K 0.13% -310 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: 5,630 shares; 2024Q4: 3,357 shares; 2025Q1: 3,213 shares; 2025Q2: 3,369 shares; 2025Q3: 3,366 shares; 2025Q4: 5,304 shares; 2026Q1: 5,296 shares; 2026Q2: 5,290 shares 5,290 $599K 0.13% -6 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,691 shares; 2025Q4: 10,093 shares; 2026Q1: 12,096 shares; 2026Q2: 13,501 shares 13,501 $594K 0.13% +1,405 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: 3,306 shares; 2024Q4: 3,352 shares; 2025Q1: 3,167 shares; 2025Q2: 3,345 shares; 2025Q3: 3,310 shares; 2025Q4: 3,364 shares; 2026Q1: 3,372 shares; 2026Q2: 3,116 shares 3,116 $591K 0.13% -256 Timeline FTCB 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: 19,283 shares; 2026Q2: 28,170 shares 28,170 $587K 0.13% +8,887 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: 6,600 shares; 2026Q1: 8,442 shares; 2026Q2: 8,636 shares 8,636 $587K 0.13% +194 Timeline EALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,908 shares; 2025Q4: 15,741 shares; 2026Q1: 15,722 shares; 2026Q2: 16,075 shares 16,075 $576K 0.12% +353 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: 2,019 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 976 shares; 2026Q1: not reported; 2026Q2: 984 shares 984 $572K 0.12% new Timeline BALL BALL CORP More: the full row for BALL 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: 9,116 shares; 2026Q1: 9,116 shares; 2026Q2: 9,116 shares 9,116 $569K 0.12% 0 Timeline DJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,527 shares; 2026Q2: 12,482 shares 12,482 $568K 0.12% -45 Timeline GJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,980 shares; 2024Q4: 28,449 shares; 2025Q1: 22,196 shares; 2025Q2: 21,532 shares; 2025Q3: 23,358 shares; 2025Q4: 21,666 shares; 2026Q1: 20,781 shares; 2026Q2: 13,596 shares 13,596 $560K 0.12% -7,185 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,743 shares; 2026Q2: 4,743 shares 4,743 $555K 0.12% 0 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: 9,072 shares; 2024Q4: 8,391 shares; 2025Q1: 8,168 shares; 2025Q2: 8,292 shares; 2025Q3: 8,240 shares; 2025Q4: 8,232 shares; 2026Q1: 8,333 shares; 2026Q2: 9,746 shares 9,746 $555K 0.12% +1,413 Timeline XSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,756 shares; 2024Q4: 11,062 shares; 2025Q1: 11,062 shares; 2025Q2: 10,796 shares; 2025Q3: 11,285 shares; 2025Q4: 14,271 shares; 2026Q1: 14,131 shares; 2026Q2: 12,352 shares 12,352 $548K 0.12% -1,779 Timeline XMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,051 shares; 2025Q3: 18,639 shares; 2025Q4: 18,636 shares; 2026Q1: not reported; 2026Q2: 14,413 shares 14,413 $520K 0.11% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,966 shares; 2025Q4: 8,300 shares; 2026Q1: 8,551 shares; 2026Q2: 18,282 shares 18,282 $519K 0.11% +9,731 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,721 shares; 2026Q1: 3,909 shares; 2026Q2: 3,122 shares 3,122 $516K 0.11% -787 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,629 shares; 2026Q1: 2,102 shares; 2026Q2: 2,271 shares 2,271 $516K 0.11% +169 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 444 shares 444 $513K 0.11% new Timeline LGOV 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: 118,941 shares; 2024Q4: 121,104 shares; 2025Q1: 122,037 shares; 2025Q2: 124,450 shares; 2025Q3: 127,764 shares; 2025Q4: 124,471 shares; 2026Q1: 123,380 shares; 2026Q2: 23,456 shares 23,456 $502K 0.11% -99,924 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,629 shares; 2026Q1: not reported; 2026Q2: 3,559 shares 3,559 $497K 0.11% new Timeline DAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,924 shares 11,924 $487K 0.1% new 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: 3,174 shares; 2024Q4: 3,774 shares; 2025Q1: 3,364 shares; 2025Q2: 3,317 shares; 2025Q3: 3,260 shares; 2025Q4: 3,261 shares; 2026Q1: 3,365 shares; 2026Q2: 3,313 shares 3,313 $486K 0.1% -52 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 724 shares; 2026Q1: 723 shares; 2026Q2: 736 shares 736 $483K 0.1% +13 Timeline XJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,825 shares; 2024Q4: 5,893 shares; 2025Q1: 5,810 shares; 2025Q2: 5,741 shares; 2025Q3: 15,166 shares; 2025Q4: 14,141 shares; 2026Q1: 13,726 shares; 2026Q2: 11,750 shares 11,750 $478K 0.1% -1,976 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: 3,885 shares; 2024Q4: 3,972 shares; 2025Q1: 3,974 shares; 2025Q2: 4,734 shares; 2025Q3: 4,971 shares; 2025Q4: 5,588 shares; 2026Q1: 5,656 shares; 2026Q2: 6,095 shares 6,095 $476K 0.1% +439 Timeline DSL DOUBLELINE INCOME SOLUTIONS More: the full row for DOUBLELINE INCOME SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,895 shares; 2024Q4: 39,461 shares; 2025Q1: 37,578 shares; 2025Q2: 49,156 shares; 2025Q3: 39,811 shares; 2025Q4: 37,679 shares; 2026Q1: 37,540 shares; 2026Q2: 42,904 shares 42,904 $475K 0.1% +5,364 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,727 shares; 2026Q1: 5,727 shares; 2026Q2: 6,288 shares 6,288 $474K 0.1% +561 Timeline XMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,213 shares; 2024Q4: 6,142 shares; 2025Q1: 10,969 shares; 2025Q2: 10,696 shares; 2025Q3: 10,312 shares; 2025Q4: 9,729 shares; 2026Q1: 6,709 shares; 2026Q2: 10,976 shares 10,976 $469K 0.1% +4,267 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,440 shares; 2026Q2: 1,904 shares 1,904 $469K 0.1% +464 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 132 shares; 2024Q4: 132 shares; 2025Q1: 146 shares; 2025Q2: 146 shares; 2025Q3: 146 shares; 2025Q4: 146 shares; 2026Q1: 146 shares; 2026Q2: 146 shares 146 $467K 0.1% 0 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 379 shares 379 $445K 0.1% new Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,538 shares 2,538 $434K 0.09% new Timeline QCJL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,159 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,305 shares; 2025Q4: 22,608 shares; 2026Q1: 21,391 shares; 2026Q2: 17,256 shares 17,256 $432K 0.09% -4,135 Timeline MGK 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: 834 shares; 2025Q1: 840 shares; 2025Q2: 878 shares; 2025Q3: 952 shares; 2025Q4: 937 shares; 2026Q1: 941 shares; 2026Q2: 4,902 shares 4,902 $431K 0.09% +3,961 Timeline PSK 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: 16,744 shares; 2024Q4: 13,729 shares; 2025Q1: 13,058 shares; 2025Q2: 17,639 shares; 2025Q3: 13,953 shares; 2025Q4: 12,013 shares; 2026Q1: 12,238 shares; 2026Q2: 13,848 shares 13,848 $423K 0.09% +1,610 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: 7,593 shares; 2024Q4: 3,860 shares; 2025Q1: 3,627 shares; 2025Q2: 3,759 shares; 2025Q3: 3,984 shares; 2025Q4: 2,234 shares; 2026Q1: 2,736 shares; 2026Q2: 2,583 shares 2,583 $417K 0.09% -153 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: 1,295 shares; 2024Q4: not reported; 2025Q1: 1,683 shares; 2025Q2: 1,589 shares; 2025Q3: 1,616 shares; 2025Q4: 1,731 shares; 2026Q1: 1,788 shares; 2026Q2: 1,636 shares 1,636 $415K 0.09% -152 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: 2,183 shares; 2024Q4: 3,555 shares; 2025Q1: 2,393 shares; 2025Q2: 2,962 shares; 2025Q3: 3,018 shares; 2025Q4: 3,080 shares; 2026Q1: 3,080 shares; 2026Q2: 3,030 shares 3,030 $414K 0.09% -50 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: 2,240 shares; 2024Q4: 2,121 shares; 2025Q1: 2,135 shares; 2025Q2: 2,373 shares; 2025Q3: 2,345 shares; 2025Q4: 2,377 shares; 2026Q1: 2,453 shares; 2026Q2: 2,462 shares 2,462 $408K 0.09% +9 Timeline GMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,341 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,547 shares; 2025Q3: 6,257 shares; 2025Q4: 5,712 shares; 2026Q1: 5,983 shares; 2026Q2: 9,175 shares 9,175 $406K 0.09% +3,192 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,254 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,674 shares; 2026Q2: 1,609 shares 1,609 $406K 0.09% -65 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: 9,689 shares; 2024Q4: 9,693 shares; 2025Q1: 9,413 shares; 2025Q2: 10,090 shares; 2025Q3: 10,959 shares; 2025Q4: 12,046 shares; 2026Q1: 11,934 shares; 2026Q2: 8,033 shares 8,033 $406K 0.09% -3,901 Timeline XIDE FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 166,684 shares; 2024Q4: 155,481 shares; 2025Q1: 135,795 shares; 2025Q2: 84,684 shares; 2025Q3: 82,753 shares; 2025Q4: 70,368 shares; 2026Q1: 67,904 shares; 2026Q2: 13,027 shares 13,027 $396K 0.08% -54,877 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,597 shares; 2025Q3: 5,597 shares; 2025Q4: 5,582 shares; 2026Q1: 5,642 shares; 2026Q2: 5,764 shares 5,764 $394K 0.08% +122 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,052 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,055 shares; 2025Q4: 3,670 shares; 2026Q1: 3,485 shares; 2026Q2: 1,839 shares 1,839 $391K 0.08% -1,646 Timeline BKLN 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: 19,143 shares; 2024Q4: 18,508 shares; 2025Q1: 14,230 shares; 2025Q2: 15,280 shares; 2025Q3: 16,736 shares; 2025Q4: 18,674 shares; 2026Q1: 19,733 shares; 2026Q2: 19,111 shares 19,111 $389K 0.08% -622 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,132 shares; 2026Q2: 1,132 shares 1,132 $388K 0.08% 0 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,862 shares; 2025Q4: 9,910 shares; 2026Q1: 7,842 shares; 2026Q2: 8,523 shares 8,523 $386K 0.08% +681 Timeline QSPT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,419 shares; 2026Q1: 26,231 shares; 2026Q2: 10,611 shares 10,611 $370K 0.08% -15,620 Timeline VDE 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: 1,781 shares; 2024Q4: 2,074 shares; 2025Q1: 2,338 shares; 2025Q2: 2,433 shares; 2025Q3: 2,435 shares; 2025Q4: 2,436 shares; 2026Q1: 2,436 shares; 2026Q2: 2,437 shares 2,437 $366K 0.08% +1 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY 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: 886 shares; 2026Q1: 957 shares; 2026Q2: 948 shares 948 $364K 0.08% -9 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: 2,627 shares; 2026Q1: 3,184 shares; 2026Q2: 3,097 shares 3,097 $364K 0.08% -87 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,900 shares; 2025Q4: 2,829 shares; 2026Q1: 3,512 shares; 2026Q2: 3,839 shares 3,839 $363K 0.08% +327 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,743 shares; 2026Q2: 2,891 shares 2,891 $360K 0.08% +148 Timeline GFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,667 shares; 2024Q4: 6,235 shares; 2025Q1: 6,235 shares; 2025Q2: 6,235 shares; 2025Q3: 6,235 shares; 2025Q4: 6,235 shares; 2026Q1: 7,764 shares; 2026Q2: 8,143 shares 8,143 $359K 0.08% +379 Timeline VMBS 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,206 shares; 2026Q2: 7,656 shares 7,656 $358K 0.08% +1,450 Timeline GMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,871 shares; 2024Q4: 7,743 shares; 2025Q1: 7,743 shares; 2025Q2: 10,350 shares; 2025Q3: 12,753 shares; 2025Q4: 12,556 shares; 2026Q1: 8,134 shares; 2026Q2: 8,278 shares 8,278 $356K 0.08% +144 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 103,405 shares; 2024Q4: 104,768 shares; 2025Q1: 105,405 shares; 2025Q2: 107,667 shares; 2025Q3: 109,224 shares; 2025Q4: 106,160 shares; 2026Q1: 102,503 shares; 2026Q2: 14,297 shares 14,297 $356K 0.08% -88,206 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: 3,358 shares; 2024Q4: 3,274 shares; 2025Q1: 3,172 shares; 2025Q2: 3,121 shares; 2025Q3: 3,086 shares; 2025Q4: 1,019 shares; 2026Q1: 1,015 shares; 2026Q2: 1,020 shares 1,020 $350K 0.07% +5 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,640 shares 6,640 $350K 0.07% new Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,259 shares; 2024Q4: 3,115 shares; 2025Q1: 3,017 shares; 2025Q2: 2,934 shares; 2025Q3: 2,847 shares; 2025Q4: 2,730 shares; 2026Q1: 3,283 shares; 2026Q2: 3,608 shares 3,608 $349K 0.07% +325 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD 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: 4,133 shares; 2026Q2: 5,045 shares 5,045 $348K 0.07% +912 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: not reported; 2024Q4: 4,578 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,392 shares; 2026Q1: 5,811 shares; 2026Q2: 7,515 shares 7,515 $347K 0.07% +1,704 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,788 shares; 2026Q1: 6,359 shares; 2026Q2: 4,466 shares 4,466 $342K 0.07% -1,893 Timeline FDL 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: 4,628 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,138 shares; 2026Q1: 5,138 shares; 2026Q2: 7,003 shares 7,003 $341K 0.07% +1,865 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: 10,697 shares; 2024Q4: 11,233 shares; 2025Q1: 11,110 shares; 2025Q2: 9,675 shares; 2025Q3: 10,614 shares; 2025Q4: 11,759 shares; 2026Q1: 12,325 shares; 2026Q2: 12,480 shares 12,480 $340K 0.07% +155 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,120 shares; 2025Q4: 1,208 shares; 2026Q1: 1,208 shares; 2026Q2: 1,246 shares 1,246 $337K 0.07% +38 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD 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: 3,698 shares; 2026Q2: 4,358 shares 4,358 $334K 0.07% +660 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: not reported; 2024Q4: not reported; 2025Q1: 1,073 shares; 2025Q2: 1,302 shares; 2025Q3: 1,311 shares; 2025Q4: 1,458 shares; 2026Q1: 1,327 shares; 2026Q2: 1,325 shares 1,325 $333K 0.07% -2 Timeline VSS 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: 1,632 shares; 2024Q4: not reported; 2025Q1: 1,897 shares; 2025Q2: 2,094 shares; 2025Q3: 2,268 shares; 2025Q4: 2,438 shares; 2026Q1: 2,390 shares; 2026Q2: 2,144 shares 2,144 $331K 0.07% -246 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,428 shares 3,428 $331K 0.07% new Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,790 shares; 2024Q4: 25,553 shares; 2025Q1: 25,042 shares; 2025Q2: 25,105 shares; 2025Q3: 24,971 shares; 2025Q4: 5,996 shares; 2026Q1: 6,112 shares; 2026Q2: 6,074 shares 6,074 $326K 0.07% -38 Timeline JPIE 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,745 shares; 2026Q1: 6,311 shares; 2026Q2: 7,071 shares 7,071 $326K 0.07% +760 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: 9,461 shares; 2024Q4: 8,134 shares; 2025Q1: 8,592 shares; 2025Q2: 10,431 shares; 2025Q3: 7,654 shares; 2025Q4: 6,680 shares; 2026Q1: 6,431 shares; 2026Q2: 6,957 shares 6,957 $324K 0.07% +526 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 878 shares; 2025Q2: 889 shares; 2025Q3: 877 shares; 2025Q4: 1,161 shares; 2026Q1: 1,218 shares; 2026Q2: 1,187 shares 1,187 $323K 0.07% -31 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: not reported; 2024Q4: not reported; 2025Q1: 3,664 shares; 2025Q2: 3,071 shares; 2025Q3: 3,101 shares; 2025Q4: 3,832 shares; 2026Q1: 3,841 shares; 2026Q2: 3,728 shares 3,728 $322K 0.07% -113 Timeline QQEW 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: 3,087 shares; 2024Q4: 2,992 shares; 2025Q1: 2,937 shares; 2025Q2: 2,891 shares; 2025Q3: 2,781 shares; 2025Q4: 2,689 shares; 2026Q1: 2,692 shares; 2026Q2: 2,017 shares 2,017 $322K 0.07% -675 Timeline AGZ 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: 2,881 shares; 2025Q3: 3,064 shares; 2025Q4: 2,932 shares; 2026Q1: 2,932 shares; 2026Q2: 2,932 shares 2,932 $320K 0.07% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,261 shares; 2026Q1: 10,283 shares; 2026Q2: 11,560 shares 11,560 $320K 0.07% +1,277 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 871 shares; 2026Q1: 902 shares; 2026Q2: 902 shares 902 $319K 0.07% 0 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: 3,743 shares; 2024Q4: 4,163 shares; 2025Q1: 4,047 shares; 2025Q2: 4,541 shares; 2025Q3: 4,893 shares; 2025Q4: 5,361 shares; 2026Q1: 5,031 shares; 2026Q2: 4,112 shares 4,112 $317K 0.07% -919 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,756 shares; 2025Q4: 1,811 shares; 2026Q1: 2,451 shares; 2026Q2: 2,351 shares 2,351 $316K 0.07% -100 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,076 shares; 2024Q4: 12,988 shares; 2025Q1: 12,932 shares; 2025Q2: 12,948 shares; 2025Q3: 12,556 shares; 2025Q4: not reported; 2026Q1: 3,398 shares; 2026Q2: 3,341 shares 3,341 $316K 0.07% -57 Timeline GJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,162 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,536 shares; 2025Q4: 7,946 shares; 2026Q1: 7,946 shares; 2026Q2: 7,218 shares 7,218 $314K 0.07% -728 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,052 shares; 2025Q4: 7,396 shares; 2026Q1: 7,381 shares; 2026Q2: 7,436 shares 7,436 $314K 0.07% +55 Timeline XFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,100 shares; 2024Q4: not reported; 2025Q1: 10,085 shares; 2025Q2: 10,085 shares; 2025Q3: 10,085 shares; 2025Q4: 6,045 shares; 2026Q1: 7,447 shares; 2026Q2: 8,260 shares 8,260 $309K 0.07% +813 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,487 shares; 2026Q2: 1,948 shares 1,948 $308K 0.07% +461 Timeline JAVA 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,935 shares; 2026Q2: 3,836 shares 3,836 $305K 0.07% +901 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,307 shares; 2024Q4: 1,307 shares; 2025Q1: 1,300 shares; 2025Q2: 1,299 shares; 2025Q3: 1,293 shares; 2025Q4: 1,274 shares; 2026Q1: 1,269 shares; 2026Q2: 1,268 shares 1,268 $301K 0.06% -1 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,533 shares; 2024Q4: 37,461 shares; 2025Q1: 35,787 shares; 2025Q2: 34,750 shares; 2025Q3: 34,561 shares; 2025Q4: 34,349 shares; 2026Q1: 33,637 shares; 2026Q2: 28,363 shares 28,363 $298K 0.06% -5,274 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: 821 shares; 2025Q3: 676 shares; 2025Q4: 812 shares; 2026Q1: 783 shares; 2026Q2: 904 shares 904 $296K 0.06% +121 Timeline FBT 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: 1,100 shares; 2026Q1: 1,150 shares; 2026Q2: 1,194 shares 1,194 $296K 0.06% +44 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 669 shares; 2024Q4: 661 shares; 2025Q1: not reported; 2025Q2: 653 shares; 2025Q3: 604 shares; 2025Q4: not reported; 2026Q1: 604 shares; 2026Q2: 686 shares 686 $292K 0.06% +82 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,286 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,823 shares; 2025Q3: 4,656 shares; 2025Q4: 4,337 shares; 2026Q1: 4,941 shares; 2026Q2: 5,784 shares 5,784 $291K 0.06% +843 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,006 shares; 2024Q4: 3,940 shares; 2025Q1: 4,150 shares; 2025Q2: 4,153 shares; 2025Q3: 4,165 shares; 2025Q4: 1,354 shares; 2026Q1: 1,337 shares; 2026Q2: 1,307 shares 1,307 $288K 0.06% -30 Timeline JBND 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,705 shares; 2026Q2: 5,374 shares 5,374 $288K 0.06% +669 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,187 shares; 2025Q4: 6,140 shares; 2026Q1: 6,116 shares; 2026Q2: 6,187 shares 6,187 $287K 0.06% +71 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: 285 shares; 2026Q2: 266 shares 266 $284K 0.06% -19 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: 2,618 shares; 2026Q2: 2,663 shares 2,663 $284K 0.06% +45 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,774 shares; 2025Q4: 5,715 shares; 2026Q1: 5,691 shares; 2026Q2: 5,696 shares 5,696 $282K 0.06% +5 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,812 shares; 2025Q4: 5,700 shares; 2026Q1: 5,675 shares; 2026Q2: 5,743 shares 5,743 $280K 0.06% +68 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP 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: 337 shares; 2026Q2: 337 shares 337 $280K 0.06% 0 Timeline GNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,235 shares; 2025Q1: 6,235 shares; 2025Q2: 6,071 shares; 2025Q3: 5,770 shares; 2025Q4: 6,852 shares; 2026Q1: 6,983 shares; 2026Q2: 6,580 shares 6,580 $275K 0.06% -403 Timeline GYLD ARROW ETF TR More: the full row for ARROW ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,787 shares; 2024Q4: 11,312 shares; 2025Q1: 12,190 shares; 2025Q2: 17,494 shares; 2025Q3: 16,589 shares; 2025Q4: 14,955 shares; 2026Q1: 16,268 shares; 2026Q2: 19,131 shares 19,131 $273K 0.06% +2,863 Timeline AIVL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,951 shares; 2025Q3: 1,872 shares; 2025Q4: not reported; 2026Q1: 1,786 shares; 2026Q2: 2,077 shares 2,077 $272K 0.06% +291 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: 1,287 shares; 2024Q4: 1,371 shares; 2025Q1: 1,263 shares; 2025Q2: 1,222 shares; 2025Q3: not reported; 2025Q4: 2,445 shares; 2026Q1: 2,117 shares; 2026Q2: 1,241 shares 1,241 $272K 0.06% -876 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: 3,166 shares; 2026Q1: 3,189 shares; 2026Q2: 3,178 shares 3,178 $258K 0.06% -11 Timeline DWX 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: 5,988 shares; 2025Q3: 5,730 shares; 2025Q4: not reported; 2026Q1: 4,624 shares; 2026Q2: 5,545 shares 5,545 $255K 0.05% +921 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,417 shares; 2024Q4: 27,014 shares; 2025Q1: 26,785 shares; 2025Q2: 26,815 shares; 2025Q3: 26,675 shares; 2025Q4: 6,452 shares; 2026Q1: 6,380 shares; 2026Q2: 6,338 shares 6,338 $250K 0.05% -42 Timeline DIV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,070 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,047 shares; 2025Q3: 13,908 shares; 2025Q4: 12,967 shares; 2026Q1: 11,656 shares; 2026Q2: 13,118 shares 13,118 $250K 0.05% +1,462 Timeline HNDL STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,785 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,927 shares; 2025Q3: 12,155 shares; 2025Q4: 10,577 shares; 2026Q1: 10,165 shares; 2026Q2: 10,901 shares 10,901 $249K 0.05% +736 Timeline FEBM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,956 shares; 2026Q2: 7,956 shares 7,956 $248K 0.05% 0 Timeline JIRE 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,751 shares; 2026Q2: 2,994 shares 2,994 $247K 0.05% +243 Timeline FSIG 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: 45,445 shares; 2024Q4: 46,343 shares; 2025Q1: 46,670 shares; 2025Q2: 47,611 shares; 2025Q3: 50,081 shares; 2025Q4: 49,477 shares; 2026Q1: 51,285 shares; 2026Q2: 13,049 shares 13,049 $246K 0.05% -38,236 Timeline FSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,916 shares; 2024Q4: 4,777 shares; 2025Q1: 4,615 shares; 2025Q2: 4,563 shares; 2025Q3: 4,493 shares; 2025Q4: 4,444 shares; 2026Q1: 4,442 shares; 2026Q2: 4,439 shares 4,439 $244K 0.05% -3 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM 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: 1,287 shares 1,287 $238K 0.05% new Timeline DDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,992 shares; 2026Q2: 4,992 shares 4,992 $236K 0.05% 0 Timeline DMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,536 shares; 2025Q3: 9,600 shares; 2025Q4: 9,446 shares; 2026Q1: not reported; 2026Q2: 5,011 shares 5,011 $236K 0.05% new Timeline DSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,814 shares; 2026Q1: 5,753 shares; 2026Q2: 4,925 shares 4,925 $234K 0.05% -828 Timeline IYF 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: 1,830 shares; 2026Q2: 1,830 shares 1,830 $233K 0.05% 0 Timeline PSIX POWER SOLUTIONS INTL INC More: the full row for POWER SOLUTIONS INTL 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: 6,163 shares; 2026Q1: 6,423 shares; 2026Q2: 5,973 shares 5,973 $232K 0.05% -450 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: not reported; 2025Q3: not reported; 2025Q4: 2,152 shares; 2026Q1: 2,526 shares; 2026Q2: 1,944 shares 1,944 $231K 0.05% -582 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 904 shares; 2026Q2: 904 shares 904 $231K 0.05% 0 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,937 shares; 2025Q1: not reported; 2025Q2: 1,937 shares; 2025Q3: 1,905 shares; 2025Q4: 1,683 shares; 2026Q1: not reported; 2026Q2: 1,614 shares 1,614 $230K 0.05% new Timeline QVMT 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: 7,138 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,806 shares; 2025Q4: 12,383 shares; 2026Q1: 10,585 shares; 2026Q2: 3,287 shares 3,287 $230K 0.05% -7,298 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON 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: 2,241 shares 2,241 $227K 0.05% new Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,314 shares; 2024Q4: 4,281 shares; 2025Q1: 4,376 shares; 2025Q2: 4,345 shares; 2025Q3: 2,712 shares; 2025Q4: 2,710 shares; 2026Q1: 2,599 shares; 2026Q2: 2,505 shares 2,505 $227K 0.05% -94 Timeline CSM PROSHARES TR More: the full row for PROSHARES 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: 2,662 shares; 2026Q1: not reported; 2026Q2: 2,662 shares 2,662 $227K 0.05% new Timeline DJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,563 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,486 shares; 2025Q4: 5,221 shares; 2026Q1: 5,006 shares; 2026Q2: 4,508 shares 4,508 $226K 0.05% -498 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,455 shares; 2025Q3: 8,796 shares; 2025Q4: 8,797 shares; 2026Q1: 6,122 shares; 2026Q2: 6,122 shares 6,122 $224K 0.05% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 593 shares 593 $221K 0.05% new Timeline PCY INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,996 shares; 2024Q4: 11,265 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,046 shares; 2025Q4: 10,009 shares; 2026Q1: 10,474 shares; 2026Q2: 10,197 shares 10,197 $221K 0.05% -277 Timeline JFLI 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,049 shares 4,049 $220K 0.05% new Timeline VYMI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,188 shares 2,188 $215K 0.05% new Timeline HYG 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: 2,683 shares 2,683 $215K 0.05% new Timeline TECK TECK RESOURCES LTD More: the full row for TECK RESOURCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,469 shares; 2024Q4: 20,177 shares; 2025Q1: 19,712 shares; 2025Q2: 19,519 shares; 2025Q3: 19,206 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,478 shares 3,478 $207K 0.04% new 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: not reported; 2026Q2: 4,086 shares 4,086 $206K 0.04% new Timeline SIXJ AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,259 shares; 2024Q4: 11,596 shares; 2025Q1: 11,596 shares; 2025Q2: 11,355 shares; 2025Q3: 11,311 shares; 2025Q4: 5,846 shares; 2026Q1: not reported; 2026Q2: 5,524 shares 5,524 $202K 0.04% new Timeline XNTK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 513 shares 513 $200K 0.04% new Timeline JSPR JASPER THERAPEUTICS INC More: the full row for JASPER THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,500 shares; 2025Q3: 12,500 shares; 2025Q4: 12,500 shares; 2026Q1: 14,900 shares; 2026Q2: 14,900 shares 14,900 $6.27K <0.01% 0 Timeline